Enhance spending analytics and UI components (#292)

* Refactor SpendingHistorySection component to improve readability and performance

- Reorganized imports and removed unused dependencies
- Simplified currency formatting and state rendering functions
- Introduced SpendingPeriodControls for better period selection UI
- Enhanced data handling with memoization for performance
- Updated table rendering logic to accommodate new state breakdown feature
- Improved overall code structure and readability

* Enhance CategoryTotals view with transaction details and expandable subcategories

* Enhance CategoryTotals component with transaction detail handling and modals for editing splits and recurring transactions

* Add fullWidth prop to CategorySelect in RecurringTransactionModal

* Refactor split selection logic in useSplitEditor hook for clarity

* Enhance spending analytics components with monthly average calculations and dropdown selection handling

* Enhance CategoryTotals view with total and monthly average display for subcategories

* Enhance SpendingHistorySection with improved state and total display metadata

* Enhance SpendingPeriodControls with improved selection and date controls layout

* Enhance SpendingPeriodControls with clear button functionality for year and month selection

* Enhance CategoryTotals and SpendingHistorySection with aggregate range synchronization for custom date selection

* Enhance CategoryTotals with improved color coding and metadata for ledger states and totals

* Enhance CategoryTotals with dynamic text color based on transaction state

* Enhance CategoryTotals with transaction sorting functionality and UI improvements

* Enhance SpendingHistorySection with transaction sorting, detail rendering, and subcategory visibility toggle

* Enhance test setup with explicit React 19 act environment configuration

* Enhance SpendingHistorySection title to reflect categorized spending

* Bump version to 2.7.0 in package.json

* Enhance SpendingHistorySection with pie chart dimensions, legend measurement, and code formatting improvements

* Enhance PULL_REQUEST_TEMPLATE and CHANGELOG with updated testing checklist and detailed version 2.7.0 changes

Author: jwaspin

.github/PULL_REQUEST_TEMPLATE.md

@@ -6,25 +6,19 @@
 
 -
 
-## Testing
-
-- [ ] pnpm lint
-- [ ] pnpm test
-
-## Checklist
-
 - [ ] Version updated appropriately in package.json
-- [ ] CHANGELOG updated
 - [ ] Tests updated/added if needed
-- [ ] No console warnings/errors introduced
+- [ ] CHANGELOG updated
 
-## Related Issues
+# Testing
 
-- Closes #
+- [ ] pnpm lint
+- [ ] pnpm test
 
 ## Manual QA
 
-- [ ] Navigate between Dashboard (/dashboard) and Accounts (/accounts)
-- [ ] Create an account via "Create New Account"
-- [ ] Verify Material-UI components render correctly
-- [ ] Confirm version display appears (vX.Y.Z) and update dialog dismisses
+- [ ] Navigate to Dashboard and verify no errors are present
+- [ ] Navigate to Accounts and verify no errors are present
+- [ ] Navigate to Ledger for an account and verify no errors are present
+- [ ] Navigate to Categories and verify no errors are present
+- [ ] No console warnings/errors introduced

CHANGELOG.md

@@ -7,6 +7,27 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [2.7.0] - 2026-04-03
+
+### Added
+
+- Added shared categorized-spending period controls and analytics for the dashboard and categories page, including Current Month, Last 3 Months, YTD, Last 12 Months, month/year filters, and custom date ranges.
+- Added state-aware spending summaries for current and future-inclusive ranges with completed, pending, scheduled, planned, total, and monthly average metrics, including recurring transactions in planned totals.
+- Added expandable transaction drilldowns for dashboard and category spending tables, with per-transaction date, account, description, amount, and direct edit flows for split and recurring transactions.
+
+### Changed
+
+- Renamed the dashboard Spending History section to Categorized Spending and updated its layout, colors, sorting, pie chart sizing, and optional subcategory hiding behavior.
+- Updated the Categories page totals panel to share the new spending controls, support monthly averages, allow subcategory transaction inspection, and align state styling with ledger/dashboard colors.
+- Simplified the Current Month Overview header and removed its Spending by Category content.
+- Bumped application version to `2.7.0`. (#292)
+
+### Fixed
+
+- Fixed category and dashboard date-range synchronization so aggregate presets populate and clear custom date inputs consistently.
+- Fixed split-editor selector memoization warnings on the Categories page and removed React 19 `act(...)` test-environment warnings.
+- Fixed the recurring transaction modal category selector width and improved categorized-spending pie chart legend sizing for large category lists.
+
 ## [2.6.1] - 2026-04-03
 
 ### Fixed

package.json

@@ -1,6 +1,6 @@
 {
   "name": "luca-ledger",
-  "version": "2.6.1",
+  "version": "2.7.0",
   "homepage": "https://lucaledger.app/",
   "type": "module",
   "license": "MIT",

src/__tests__/setup.js

@@ -6,6 +6,9 @@
 import { vi, beforeEach } from 'vitest';
 import 'fake-indexeddb/auto';
 
+// React 19 warns on act(...) unless the test environment opts in explicitly.
+globalThis.IS_REACT_ACT_ENVIRONMENT = true;
+
 // Mock localStorage
 const localStorageMock = {
   store: {},