v0.4.2 pre-release

.github/workflows/build.yml

@@ -3,7 +3,7 @@ name: Build
 on:
   pull_request:
     branches:
-      - main
+      - develop
     types:
       - opened
       - synchronize

.github/workflows/test.yml

@@ -3,7 +3,7 @@ name: Test
 on:
   pull_request:
     branches:
-      - main
+      - develop
     types:
       - opened
       - synchronize

.github/workflows/validate-version.yml

@@ -3,7 +3,7 @@ name: Validate Version File
 on:
   pull_request:
     branches:
-      - main
+      - develop
     types: [opened, synchronize, reopened]
     paths-ignore:
       - '.github/workflows/**'

RELEASE_NOTES.md

@@ -11,21 +11,18 @@
 
 ### Improvements
 
-- Added the tab icon next to each view title so the active workspace has clearer visual context.
-- Simplified retirement setup by removing employer match handling from retirement elections to reduce complexity, as it's not an amount taken out of your paycheck generally
-- Improved Key Metrics view accuracy
-	- Remaining-for-spending totals now match between Key Metrics and Pay Breakdown in yearly mode.
-	- The Bills metric was reworked as Recurring Expenses and now reflects the total of custom allocations, bills, deductions, and loan payments.
-- Improved account deletion behavior so linked items are handled more intelligently across all supported item types.
-- Reduced icon width to look cleaner, and replaced a few icons to make more sense in context
-- Reduced built application size by around 100MB
+- Plans now save automatically when closed, but can still be saved via shortcut or menubar task
+    - Note: If it's a new plan or demo plan that hasn't been saved yet it will still prompt to save
+- Reworked the view mode selector to take up less space, and no longer have an unnecessary favorites modal associated with it
+- Added a Pay Details button to Key Metrics screen as well
+- Increase icon line width for visibility
+- Reorganized the plan header to make it less cluttered
+- Header actions now switch between full buttons on wider windows and compact dropdowns on smaller screens
 
 
 ### Bug Fixes
 
-- Fixed deduction amount rounding/display inconsistencies (for example 9.30 no longer drifting to 9.31).
-- Fixed edit-form amount formatting so trailing zeros are preserved more consistently when editing existing bill and deduction values.
-- Added tighter decimal precision handling in amount entry fields to match what the UI can reliably display.
-- Fixed history overlay behavior for legacy entries so edits no longer appear as misleading empty-to-value changes.
-- Fixed a history overlay deletion bug where deleting an Initial tracked state row could delete the wrong item in stacked history.
-- Fixed tax settings history to actually break out the line item changes done
+- Fixed demo generation immediately causing pay breakdown to go into the negative if random Gross Income is on the lower end
+- Fixed off-center "Add Loan Payment" button when no loan items were added yet
+- Fixed new plan creation starting with only two view modes visible after exiting Setup Wizard
+- Fixed focused header action borders clipping near the sticky tab header edge

electron/main.ts

@@ -931,6 +931,16 @@ function createApplicationMenu() {
           }
         },
       },
+      {
+        label: 'Copy Plan',
+        accelerator: isMac ? 'Cmd+Shift+C' : 'Ctrl+Shift+C',
+        click: () => {
+          const focusedWindow = BrowserWindow.getFocusedWindow();
+          if (focusedWindow) {
+            sendMenuEvent(focusedWindow, MENU_EVENTS.copyPlan);
+          }
+        },
+      },
       { type: 'separator' },
       {
         label: 'Close Window',
@@ -998,7 +1008,7 @@ function createApplicationMenu() {
         },
       },
       {
-        label: 'Pay Options',
+        label: 'Pay Details',
         accelerator: isMac ? 'Cmd+Shift+P' : 'Ctrl+Shift+P',
         click: () => {
           const focusedWindow = BrowserWindow.getFocusedWindow();
@@ -1202,7 +1212,7 @@ function createApplicationMenu() {
 }
 
 /**
- * Handle closing a window with unsaved changes check
+ * Handle closing a window by attempting save-first behavior when unsaved changes exist.
  */
 async function handleCloseWindow(window: BrowserWindow) {
   try {
@@ -1211,23 +1221,21 @@ async function handleCloseWindow(window: BrowserWindow) {
     );
 
     if (hasUnsaved) {
-      const result = await dialog.showMessageBox(window, {
-        type: 'warning',
+      // Show "Do you want to save?" dialog for unsaved plans
+      const response = dialog.showMessageBoxSync(window, {
+        type: 'question',
         buttons: ['Save', "Don't Save", 'Cancel'],
         defaultId: 0,
         cancelId: 2,
-        title: 'Unsaved Changes',
-        message: 'You have unsaved changes',
-        detail: 'Do you want to save your plan before closing this window?',
+        title: 'Save Plan?',
+        message: 'This plan has unsaved changes. Do you want to save before closing?',
       });
 
-      if (result.response === 2) {
-        // Cancel
+      if (response === 2) {
+        // User clicked Cancel, don't close
         return;
-      }
-
-      if (result.response === 0) {
-        // Save
+      } else if (response === 0) {
+        // User clicked Save, attempt to save
         const saveSuccess = await window.webContents.executeJavaScript(
           `(async () => {
             if (typeof window.__requestSaveBeforeClose === 'function') {
@@ -1242,10 +1250,14 @@ async function handleCloseWindow(window: BrowserWindow) {
         );
 
         if (!saveSuccess) {
-          // Save failed or user canceled save dialog
+          dialog.showErrorBox(
+            'Save Failed',
+            'Could not save this plan. Please use File > Save (or Cmd/Ctrl+S) and try again.'
+          );
           return;
         }
       }
+      // If response === 1, user clicked "Don't Save" - proceed to close without saving
     }
 
     // Always save window state (size and active tab) even if content wasn't saved
@@ -1273,6 +1285,7 @@ async function handleCloseWindow(window: BrowserWindow) {
     console.error('Error checking unsaved changes:', error);
     dialog.showErrorBox('Close Error', 'Unable to verify save state. The window was not closed to prevent data loss.');
   }
+
 }
 
 // Save all window states before quitting

index.html

@@ -4,6 +4,10 @@
     <meta charset="UTF-8" />
     <link rel="icon" type="image/svg+xml" href="/vite.svg" />
     <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+    <meta
+      http-equiv="Content-Security-Policy"
+      content="default-src 'self'; script-src 'self' 'unsafe-inline'; style-src 'self' 'unsafe-inline'; img-src 'self' data: blob:; font-src 'self' data:; connect-src 'self' http://localhost:* ws://localhost:* https://* wss://*; object-src 'none'; base-uri 'self'"
+    />
     <title>Paycheck Planner</title>
     <script>
       (function () {

package.json

@@ -1,7 +1,7 @@
 {
   "name": "paycheck-planner",
   "private": true,
-  "version": "0.4.1",
+  "version": "0.4.2",
   "description": "Desktop paycheck planning and budget management application.",
   "author": {
     "name": "Paycheck Planner",

src/App.tsx

@@ -8,6 +8,7 @@ import EncryptionSetup from './components/views/EncryptionSetup'
 import WelcomeScreen from './components/views/WelcomeScreen'
 import PlanDashboard from './components/PlanDashboard'
 import SettingsModal from './components/modals/SettingsModal'
+import { TransientStatusIndicator } from './components/_shared'
 import './App.css'
 
 const AboutModal = lazy(() => import('./components/modals/AboutModal'))
@@ -303,34 +304,15 @@ function App() {
           onClose={() => setShowKeyboardShortcuts(false)}
         />
       </Suspense>
-      {zoomIndicatorMessage && (
-        <div
-          className={`zoom-indicator ${zoomIndicatorAtLimit ? 'limit' : ''}`}
-          role="status"
-          aria-live="polite"
-          style={{
-            top: `${2.35 / currentZoomFactor}rem`,
-            right: `${1 / currentZoomFactor}rem`,
-            transform: `scale(${1 / currentZoomFactor})`,
-          }}
-        >
-          {zoomIndicatorMessage}
-        </div>
-      )}
-      {undoRedoMessage && (
-        <div
-          className="zoom-indicator"
-          role="status"
-          aria-live="polite"
-          style={{
-            top: `${2.35 / currentZoomFactor}rem`,
-            right: `${1 / currentZoomFactor}rem`,
-            transform: `scale(${1 / currentZoomFactor})`,
-          }}
-        >
-          {undoRedoMessage}
-        </div>
-      )}
+      <TransientStatusIndicator
+        message={zoomIndicatorMessage}
+        variant={zoomIndicatorAtLimit ? 'warning' : 'default'}
+        zoomFactor={currentZoomFactor}
+      />
+      <TransientStatusIndicator
+        message={undoRedoMessage}
+        zoomFactor={currentZoomFactor}
+      />
     </>
   )
 }

src/components/PlanDashboard/PlanDashboard.css

@@ -145,10 +145,10 @@
   align-items: center;
   gap: 0.75rem;
   flex-wrap: wrap;
-  flex: 1 1 auto;
   min-width: 220px;
 }
 
+
 .plan-title-block {
   display: flex;
   flex-direction: column;
@@ -288,28 +288,26 @@
 
 .header-actions {
   display: flex;
-  gap: 2rem;
+  gap: 0.9rem;
   flex-wrap: wrap;
+  align-items: center;
   justify-content: flex-end;
   flex: 0 1 auto;
 }
 
 .header-btn-group {
   display: flex;
+  align-items: center;
   gap: 0.5rem;
 }
 
-.view-mode-selector-wrap {
-  padding-bottom: 0;
-  max-width: 100%;
-}
-
 /* Header button styles - these are on the gradient background */
 .header-btn-secondary {
   background: var(--surface-header-tint);
   color: var(--text-inverse);
   border: 2px solid var(--border-header-soft);
   box-shadow: inset 0 0 0 1px color-mix(in srgb, var(--text-inverse) 8%, transparent);
+  height: fit-content;
 }
 
 .header-btn-secondary:hover:not(:disabled) {
@@ -415,17 +413,13 @@
   .header-actions {
     width: 100%;
     justify-content: stretch;
+    gap: 0.65rem;
   }
 
   .header-btn-group {
-    order: 1;
-    width: 100%;
-    justify-content: stretch;
-  }
-
-  .view-mode-selector-wrap {
     order: 2;
     width: 100%;
+    justify-content: stretch;
   }
 
   .header-btn-group > button {