Skip to content

feat: export full net worth and BudgetLens bundle - #13

Open
cbangera2 wants to merge 6 commits into
mainfrom
codex/granular-wealth-snapshots
Open

feat: export full net worth and BudgetLens bundle#13
cbangera2 wants to merge 6 commits into
mainfrom
codex/granular-wealth-snapshots

Conversation

@cbangera2

@cbangera2 cbangera2 commented Jul 23, 2026

Copy link
Copy Markdown
Owner

Summary

  • add a default one-file budgetlens_<start>_to_<end>.json export containing transactions, overall net-worth history, investment history, the current five-category breakdown, and available account-source balances
  • export dated net_worth_breakdown_<date>.csv and wealth_accounts_<date>.csv snapshots for standalone CSV workflows
  • keep the existing transaction, overall net-worth, and investment-history CSV exports
  • simplify the popup around BudgetLens Bundle, All Transactions, Complete Net Worth, and Current Snapshot choices, with an always-visible export action
  • let successful account segments export even if another segment is unavailable

Bundle contract

The BudgetLens bundle uses format: "budgetlens" and version: 1. It includes only normalized export data and metadata; it does not contain HAR requests, cookies, credentials, tokens, or raw API responses.

Limitations

  • the observed API responses provide daily history for overall net worth and aggregate investments only
  • cash, property, credit-card, loan, and individual source values are current snapshots
  • detailed source rows are available for cash, investments, and property; Credit cards and Loans are overview totals

Validation

Automated checks:

  • node --check background.js
  • node --check content.js
  • node --check popup.js
  • node --test — 20 passing
  • git diff --check
  • private HAR compatibility validation without printing or committing labels, balances, identifiers, tokens, or raw responses
  • corresponding synthetic bundle import coverage in BudgetLens PR Not all data exported when days match in time range #2

Codex also inspected the live Credit Karma overview read-only to confirm the visible segment categories and validated the popup at its extension dimensions. The unpacked extension has not been manually tested by a human.

AI assistance

This pull request was materially assisted by OpenAI Codex. Codex analyzed the response structures, implemented the parsers, bundle contract, export flow, and popup changes, wrote synthetic tests, and ran the automated and read-only validations listed above. Human review and live unpacked-extension testing are still required.

@cbangera2 cbangera2 changed the title feat: export current wealth account balances feat: export full net worth breakdown and accounts Jul 30, 2026
@cbangera2 cbangera2 changed the title feat: export full net worth breakdown and accounts feat: export full net worth and BudgetLens bundle Jul 30, 2026
@cbangera2
cbangera2 marked this pull request as ready for review August 1, 2026 01:38
@cbangera2
cbangera2 requested a review from Copilot August 1, 2026 01:38

Copilot AI left a comment

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

Adds a new “BudgetLens bundle” export format and expands the extension’s wealth exports to include current net-worth breakdown snapshots and per-source account balances, along with a redesigned popup to make export choices clearer and allow snapshot-only exports without selecting a historical date range.

Changes:

  • Added a versioned budgetlens_*_to_*.json one-file export (transactions + wealth histories + current snapshots).
  • Added dated snapshot CSV exports for net worth breakdown and wealth account sources, and allowed snapshot-only exports without a date range.
  • Updated popup UI/UX (new export grouping + fixed action bar) and expanded automated tests for the new parsing/export surface.

Reviewed changes

Copilot reviewed 8 out of 8 changed files in this pull request and generated 2 comments.

Show a summary per file
File Description
tests/popup.test.js Adds popup behavior coverage for snapshot-only and bundle exports.
tests/content.test.js Expands content-script tests for new snapshot parsers/CSV converters and bundle contract.
README.md Documents the new bundle export and snapshot CSVs; updates Quick Start and changelog.
popup.js Updates export selection logic to allow date-less snapshot exports and adds bundle export type.
popup.html Redesigns the popup layout and introduces the new export options and action bar.
popup.css Styles the new popup layout, including grouped options and the fixed action bar.
manifest.json Bumps extension version to 2.2 and updates description for new capabilities.
content.js Implements current net-worth breakdown + wealth account snapshot parsing, snapshot CSVs, and bundle JSON export.

💡 Add Copilot custom instructions for smarter, more guided reviews. Learn how to get started.

Comment thread content.js
if (!value || typeof value !== 'object' || visited.has(value)) return;
visited.add(value);

if (!Array.isArray(value) && value.rowTitle && value.rowValue) {
Comment thread popup.html
Comment on lines +14 to +16
<h1>Credit Karma Extractor</h1>
<p class="header-subtitle">Export transactions and wealth data to CSV</p>
</div>
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants