Feature: Transaction Linking (#294)

* Bump version to 2.9.0 in package.json

* Update @luca-financial/luca-schema dependency to version 3.3.0

* feat: implement transaction linking functionality

- Added a new slice for managing transaction links, including actions for setting, adding, updating, and removing links.
- Enhanced transaction actions to handle linked transactions, ensuring updates are synchronized between linked pairs.
- Introduced utility functions for normalizing and validating transaction links.
- Updated data migration logic to include transaction links and ensure proper schema compliance.
- Enhanced data processing to normalize transaction links when loading data.
- Modified the spending analytics to account for linked transactions in category totals.
- Updated the EncryptButton component to handle encryption for transaction links.
- Enhanced the CategoryTotals component to allow linking and unlinking of transactions, including UI updates for link selection.

* feat: enhance account filtering in categories and dashboard analytics

* feat: enhance transaction linking by adding state synchronization and reconciliation features

* feat: streamline transaction linking by removing sync description feature and ensuring shared descriptions are applied consistently

* feat: add FormControlLabel import for enhanced form handling in RecurringTransactionLinkReconciliationPanel

* feat: remove features section from Welcome component to streamline UI

* feat: add FormControlLabel import to TransactionLinkReconciliationPanel for improved form handling

* feat: update @luca-financial/luca-schema dependency to version 3.3.1

* feat: introduce isSameSign property for transaction and recurring transaction links

- Added isSameSign property to transaction and recurring transaction link models to handle sign orientation.
- Updated various tests to accommodate the new isSameSign property.
- Enhanced linking utilities to infer isSameSign based on transaction amounts.
- Modified link dialogs to allow users to specify whether linked amounts should use the same sign or opposite signs.
- Updated actions and reducers to manage the new isSameSign property during link creation and reconciliation.

* feat: update CHANGELOG for version 2.9.0 with new features, changes, and fixes

Author: jwaspin

CHANGELOG.md

@@ -7,6 +7,30 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [2.9.0] - 2026-04-05
+
+### Added
+
+- Added cross-account transaction linking in the ledger and categories views, including direct reconcile-and-link flows for date, amount, state, description, and same-sign versus opposite-sign behavior.
+- Added recurring transaction linking across accounts, including recurring-rule reconciliation, linked-rule syncing, and automatic paired realization into linked real transactions.
+- Added transaction-link awareness to category totals so linked duplicate transfer/payment legs can be collapsed into a single real-world event in category analytics.
+- Added the dashboard-style account include/exclude filters to the Categories page so analytics can temporarily omit closed, escrow, or other selected accounts.
+
+### Changed
+
+- Updated transaction and recurring link records to use LucaSchema's required `isSameSign` field, with explicit sign-behavior controls in the linking dialogs and migration/load-time inference for older saved links.
+- Updated linked transaction syncing so date, amount, state, and description changes propagate through the stored link configuration instead of relying on sign inference alone.
+- Updated recurring realization so linked recurring rules create paired `PLANNED` transactions and carry their sign behavior into the realized transaction link automatically.
+- Improved transaction and recurring match selection to focus on cross-account candidates, surface top matches and near matches more intelligently, and use reconciliation flows instead of generic picker lists where appropriate.
+- Removed the outdated `Powerful Features` section from the welcome page.
+- Bumped application version to `2.9.0`. (#294)
+
+### Fixed
+
+- Fixed multiple transaction-link and recurring-link dialog crashes caused by missing reconciliation-panel imports and incorrect props after linking more than one pair in a session.
+- Fixed category-link selection so already linked transactions remain non-selectable even when their counterpart is filtered out of the current view.
+- Fixed categories and recurring-link workflows to use shared descriptions consistently across linked records.
+
 ## [2.8.0] - 2026-04-04
 
 ### Added

package.json

@@ -1,6 +1,6 @@
 {
   "name": "luca-ledger",
-  "version": "2.8.0",
+  "version": "2.9.0",
   "homepage": "https://lucaledger.app/",
   "type": "module",
   "license": "MIT",
@@ -19,7 +19,7 @@
   "dependencies": {
     "@emotion/react": "^11.14.0",
     "@emotion/styled": "^11.14.1",
-    "@luca-financial/luca-schema": "^3.2.0",
+    "@luca-financial/luca-schema": "^3.3.1",
     "@mui/icons-material": "^7.3.9",
     "@mui/material": "^7.3.9",
     "@mui/system": "^7.3.9",