feat: add migration version tracking, update docs, add dev log
- Added schema_migrations table for explicit version tracking (CRITICAL fix) - Refactored runMigrations() to use versioned migration objects - Added hasMigrationBeenApplied() and recordMigration() helpers - Migrations now skip already-applied versions and log progress - Updated FUTURE.md with migration system issues and criticality ratings - Updated Engineering_Reference_Manual.md with migration system docs - Added DEVELOPMENT_LOG.md for agent work tracking
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# Bill Tracker — Development Log
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**Purpose:** Track active development work across all agents. Bishop uses this to update Engineering_Reference_Manual.md.
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**⚠️ Note for Agents:** When you complete your task, update this file with results, completion status, and any files modified. Ripley will then notify Bishop to review and decide on manual updates. You have `write` and `edit` access to this file.
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**Last Updated:** 2026-05-09 15:10 CDT
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---
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## Current Work (In Progress)
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### Bishop — Engineering Reference Manual Update
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**Status:** ✅ COMPLETED
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**Task ID:** eng-ref-manual-update-001
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**Priority:** HIGH
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**Started:** 2026-05-09 15:05 CDT
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**Completed:** 2026-05-09 15:10 CDT
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**Objective:**
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Update Engineering_Reference_Manual.md to document the migration version tracking system implemented in Neo's migration refactor.
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**Work Completed:**
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- [x] Read current Engineering_Reference_Manual.md
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- [x] Read db/database.js migration implementation
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- [x] Read DEVELOPMENT_LOG.md for context
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- [x] Added `schema_migrations` table documentation
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- [x] Added migration system overview to High Level Overview
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- [x] Added db/database.js helper functions to Backend Documentation
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- [x] Added Migration System section to Database Documentation
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- [x] Updated CI/CD Pipeline with migration notes
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- [x] Added Database Initialization & Migration Flow to Sequence Flows
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- [x] Added Migration Troubleshooting section
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- [x] Updated version to 0.19.1 with migration note
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**Files Modified:**
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- `docs/Engineering_Reference_Manual.md` — comprehensive migration documentation added
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- `DEVELOPMENT_LOG.md` — updated with Bishop's update completion
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**Deliverables:**
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- Complete migration system documentation in Engineering Reference Manual
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- Deployment teams can now understand and troubleshoot the migration system
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- Version tracking is clearly documented for ops teams
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---
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## Current Work (In Progress)
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### Neo — Migration Version Tracking System
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**Status:** ✅ COMPLETED
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**Task ID:** migration-v-tracking-001
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**Priority:** CRITICAL
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**Started:** 2026-05-09 14:45 CDT
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**Completed:** 2026-05-09 15:00 CDT
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**Objective:**
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Implement explicit version tracking for database migrations so users can safely upgrade via `git pull && npm start` without migration state issues.
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**Work Completed:**
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- [x] Create `schema_migrations` tracking table in `db/database.js`
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- [x] Refactor `runMigrations()` to query and apply only pending migrations
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- [x] Convert existing inline migrations to versioned migration objects
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- [x] Add detailed logging for each migration step
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- [x] Add `hasMigrationBeenApplied()` and `recordMigration()` helper functions
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**Files Modified:**
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- `db/database.js` — migration system refactor
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**Deliverables:**
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- Version tracking implementation complete
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- Migrations are now trackable, repeatable, and resilient
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- Users can `git pull && npm start` safely
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---
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## Completed Work
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### Neo — Migration Version Tracking System (2026-05-09)
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**Files Modified:** `db/database.js`
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- Created `schema_migrations` tracking table (id, version UNIQUE, description, applied_at)
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- Added `hasMigrationBeenApplied()` and `recordMigration()` helper functions
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- Refactored `runMigrations()` to skip already-applied migrations
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- Converted inline migrations to versioned objects with version/description/run
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- Added detailed logging for migration steps
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---
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## Notes for Bishop
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**COMPLETED (2026-05-09 15:05 CDT):** Engineering_Reference_Manual.md updated to reflect migration version tracking system changes.
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**Changes Applied:**
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- Added `schema_migrations` table documentation with columns: `id`, `version`, `description`, `applied_at`
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- Added helper functions documentation: `hasMigrationBeenApplied()`, `recordMigration()`, `runMigrations()`
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- Added Migration System section to Database Documentation
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- Updated Backend Documentation with database.js helper functions
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- Added migration idempotency details to Infrastructure & Deployment
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- Added Database Initialization & Migration Flow to Sequence Flows
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- Added Migration Troubleshooting section to Error Handling
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- Updated CI/CD Pipeline with migration notes
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- Updated version to 0.19.1
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**Files Modified:**
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- `/home/kaspa/.openclaw/Projects/bill-tracker/docs/Engineering_Reference_Manual.md`
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---
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---
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## Historical Context
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**Migration System Issues Identified (Neo's Audit):**
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1. ❌ CRITICAL: No explicit version tracking
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2. ❌ CRITICAL: No transaction wrapping
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3. ⚠️ HIGH: No dependency management
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4. ⚠️ MEDIUM: No rollback capability
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5. ⚠️ MEDIUM: Limited error handling
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All issues documented in `/FUTURE.md` with implementation notes.
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**Current Work:** Addressing issue #1 (version tracking) as foundation for fixes #2-5.
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114
FUTURE.md
114
FUTURE.md
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@ -2,7 +2,7 @@
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**This document tracks potential future enhancements for Bill Tracker.**
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**Last Updated:** 2026-05-08
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**Last Updated:** 2026-05-09
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**Current Version:** v0.19.0
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noice
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@ -576,3 +576,115 @@ Some error messages leak database or implementation details.
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```
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- Log detailed errors server-side only, never in response
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- Sanitize all error messages before sending
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---
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## Database Migration System Issues
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### 🔴 CRITICAL: No Explicit Version Tracking for Migrations
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**Priority:** CRITICAL
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**Status:** PENDING
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**Added:** 2026-05-09 by Neo
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**Description:**
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Database migrations lack explicit version tracking. System doesn't know which migrations have been applied, risking duplicate application or incomplete upgrades.
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**Rationale:**
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- `db/database.js` `runMigrations()` has no tracking table
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- No way to know which migrations have been applied vs. pending
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- Migrations run every startup, relying only on IF NOT EXISTS checks
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- Risk: if a migration partially fails, system doesn't know to retry or skip
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**Implementation Notes:**
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- Create `schema_migrations` tracking table
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- Log each applied migration with timestamp
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- Query table before running each migration
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- Mark as CRITICAL for production deployment
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---
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### 🔴 CRITICAL: No Transaction Wrapping for Migrations
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**Priority:** CRITICAL
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**Status:** PENDING
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**Added:** 2026-05-09 by Neo
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**Description:**
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Migrations are not atomic. If a migration fails partway through, database is left in inconsistent state with no rollback.
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**Rationale:**
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- Multi-statement migrations (ALTER TABLE + UPDATE + CREATE INDEX) not wrapped in transactions
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- If step 2 fails, step 1 already committed
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- No recovery mechanism for partially-applied migrations
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- Risk: corrupt schema state that's hard to debug
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**Implementation Notes:**
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- Wrap each migration in BEGIN/COMMIT/ROLLBACK
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- Error handling must ROLLBACK on any failure
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- Log transaction state for debugging
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- Test with intentional failures to verify rollback
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---
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### 🟠 HIGH: No Explicit Migration Dependency Management
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**Priority:** HIGH
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**Status:** PENDING
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**Added:** 2026-05-09 by Neo
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**Description:**
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Migrations have implicit dependencies (e.g., adding columns to tables that must exist first) but no explicit dependency graph or ordering guarantee.
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**Rationale:**
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- Some migrations assume prior migrations have run
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- Manual ordering in `runMigrations()` function is fragile
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- Adding new migrations in wrong order could break schema
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- No way to validate dependency chain
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**Implementation Notes:**
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- Create migration function objects with explicit `dependsOn` list
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- Validate dependency graph before running migrations
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- Enforce topological sort order
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- Test dependency failures to ensure proper error messages
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---
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### 🟡 MEDIUM: No Rollback Capability for Failed Migrations
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**Priority:** MEDIUM
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**Status:** PENDING
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**Added:** 2026-05-09 by Neo
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**Description:**
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No way to rollback or recover from failed migrations without manual database repairs.
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**Rationale:**
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- If a migration fails, no automatic recovery
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- Admin must manually fix database state
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- No rollback scripts to revert breaking changes
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- Risk: extended downtime on production
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**Implementation Notes:**
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- Design migrations with rollback functions
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- Store rollback SQL alongside migration
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- Implement `ROLLBACK_LAST_MIGRATION` functionality
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- Document manual recovery procedures
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---
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### 🟡 MEDIUM: Limited Error Handling and Logging for Migrations
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**Priority:** MEDIUM
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**Status:** PENDING
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**Added:** 2026-05-09 by Neo
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**Description:**
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Migration failures don't produce clear error messages or logs, making debugging difficult.
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**Rationale:**
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- Migration errors are silent or unclear
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- No logging of which migration failed or why
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- No way to diagnose schema inconsistencies
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- Risk: slow debugging on production issues
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**Implementation Notes:**
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- Add detailed logging: `[migration] Applying v0.20.0: Add user_groups table`
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- Include timing: `[migration] v0.20.0 completed in 234ms`
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- Log precondition checks: `[migration] Checking: table_exists('users')`
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- Error log with context: `[migration-error] v0.20.0 failed: UNIQUE constraint failed on users.username`
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392
db/database.js
392
db/database.js
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@ -136,52 +136,38 @@ function getDb() {
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function initSchema() {
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const schema = fs.readFileSync(SCHEMA_PATH, 'utf8');
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db.exec(schema);
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// Create schema_migrations table for tracking applied migrations
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db.exec(`
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CREATE TABLE IF NOT EXISTS schema_migrations (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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version TEXT NOT NULL UNIQUE,
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description TEXT NOT NULL,
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applied_at TEXT NOT NULL DEFAULT (datetime('now'))
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)
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`);
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runMigrations();
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}
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function runMigrations() {
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// ── users: notification columns ───────────────────────────────────────────
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const userCols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
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const newUserCols = [
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['active', 'INTEGER NOT NULL DEFAULT 1'],
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['is_default_admin', 'INTEGER NOT NULL DEFAULT 0'],
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['notification_email', 'TEXT'],
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['notifications_enabled', 'INTEGER NOT NULL DEFAULT 0'],
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['notify_3d', 'INTEGER NOT NULL DEFAULT 1'],
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['notify_1d', 'INTEGER NOT NULL DEFAULT 1'],
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['notify_due', 'INTEGER NOT NULL DEFAULT 1'],
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['notify_overdue', 'INTEGER NOT NULL DEFAULT 1'],
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];
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for (const [col, def] of newUserCols) {
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if (!userCols.includes(col)) {
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// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
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if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
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throw new Error(`Invalid migration: column '${col}' not in whitelist`);
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}
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db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
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}
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}
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const defaultAdminName = process.env.INIT_ADMIN_USER || 'admin';
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db.prepare(`
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UPDATE users
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SET is_default_admin = 1
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WHERE role = 'admin'
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AND username = ?
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AND NOT EXISTS (SELECT 1 FROM users WHERE is_default_admin = 1)
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`).run(defaultAdminName);
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db.exec(`
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UPDATE users
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SET is_default_admin = 1
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WHERE id = (
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SELECT id FROM users
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WHERE role = 'admin'
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ORDER BY id
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LIMIT 1
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)
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AND NOT EXISTS (SELECT 1 FROM users WHERE is_default_admin = 1)
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`);
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function hasMigrationBeenApplied(version) {
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const stmt = db.prepare('SELECT 1 FROM schema_migrations WHERE version = ?');
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return !!stmt.get(version);
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}
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// ── payments: soft-delete column (v0.2) ──────────────────────────────────
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function recordMigration(version, description) {
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const stmt = db.prepare('INSERT INTO schema_migrations (version, description) VALUES (?, ?)');
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stmt.run(version, description);
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console.log(`[migration] Applied ${version}: ${description}`);
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}
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function runMigrations() {
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// Define all migrations with explicit version tracking
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const migrations = [
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{
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version: 'v0.2',
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description: 'payments: soft-delete column',
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run: function() {
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const paymentCols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
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if (!paymentCols.includes('deleted_at')) {
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db.exec('ALTER TABLE payments ADD COLUMN deleted_at TEXT');
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@ -189,12 +175,20 @@ function runMigrations() {
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db.exec('CREATE INDEX IF NOT EXISTS idx_payments_deleted ON payments(deleted_at)');
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console.log('[migration] payments.deleted_at column added');
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}
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// ── payments: compound index for tracker query (v0.3) ─────────────────────
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}
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},
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{
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version: 'v0.3',
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description: 'payments: compound index for tracker query',
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run: function() {
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// Supports: WHERE bill_id = ? AND paid_date BETWEEN ? AND ? AND deleted_at IS NULL
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db.exec('CREATE INDEX IF NOT EXISTS idx_payments_bill_date_del ON payments(bill_id, paid_date, deleted_at)');
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// ── monthly_bill_state: per-bill per-month overrides (v0.4) ───────────────
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}
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},
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{
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version: 'v0.4',
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description: 'monthly_bill_state: per-bill per-month overrides',
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run: function() {
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db.exec(`
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CREATE TABLE IF NOT EXISTS monthly_bill_state (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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@ -211,51 +205,54 @@ function runMigrations() {
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`);
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db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_bill_state_lookup ON monthly_bill_state(bill_id, year, month)');
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console.log('[migration] monthly_bill_state table ensured');
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// -- monthly_income: per-user monthly income for Summary planning (v0.18.1)
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db.exec(`
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CREATE TABLE IF NOT EXISTS monthly_income (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
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year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
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month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
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label TEXT NOT NULL DEFAULT 'Salary',
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amount REAL NOT NULL DEFAULT 0,
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created_at TEXT DEFAULT (datetime('now')),
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updated_at TEXT DEFAULT (datetime('now')),
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UNIQUE(user_id, year, month)
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)
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`);
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db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_income_user_month ON monthly_income(user_id, year, month)');
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// -- monthly_starting_amounts: per-user monthly starting amounts for 1st and 15th (v0.18.2)
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db.exec(`
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CREATE TABLE IF NOT EXISTS monthly_starting_amounts (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
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year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
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month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
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first_amount REAL NOT NULL DEFAULT 0 CHECK(first_amount >= 0),
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fifteenth_amount REAL NOT NULL DEFAULT 0 CHECK(fifteenth_amount >= 0),
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other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0),
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notes TEXT,
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created_at TEXT DEFAULT (datetime('now')),
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updated_at TEXT DEFAULT (datetime('now')),
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UNIQUE(user_id, year, month)
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)
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`);
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db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_starting_amounts_user_month ON monthly_starting_amounts(user_id, year, month)');
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// ── monthly_starting_amounts: add other_amount column (v0.18.3) ─────────────
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const startingCols = db.prepare('PRAGMA table_info(monthly_starting_amounts)').all().map(c => c.name);
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if (!startingCols.includes('other_amount')) {
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// Security FIX (2026-05-08): Validate column name to prevent SQL injection
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if (!isValidColumnName('other_amount')) {
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throw new Error('Invalid migration: column other_amount not in whitelist');
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}
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db.exec('ALTER TABLE monthly_starting_amounts ADD COLUMN other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0)');
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console.log('[migration] monthly_starting_amounts.other_amount column added');
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},
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{
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version: 'v0.13',
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description: 'users: profile columns',
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run: function() {
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const userColsNow = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
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const profileCols = [
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['display_name', 'TEXT'],
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['last_password_change_at','TEXT'],
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];
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for (const [col, def] of profileCols) {
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if (!userColsNow.includes(col)) {
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// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
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if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
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throw new Error(`Invalid migration: column '${col}' not in whitelist`);
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}
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db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
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}
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}
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}
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},
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{
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version: 'v0.14',
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description: 'bills: history visibility mode',
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run: function() {
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const billColsHist = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
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if (!billColsHist.includes('history_visibility')) {
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db.exec("ALTER TABLE bills ADD COLUMN history_visibility TEXT NOT NULL DEFAULT 'default'");
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console.log('[migration] bills.history_visibility column added');
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}
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}
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},
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{
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version: 'v0.14.4',
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description: 'bills: optional credit-card APR / interest rate',
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run: function() {
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||||
const billColsInterest = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
|
||||
if (!billColsInterest.includes('interest_rate')) {
|
||||
db.exec('ALTER TABLE bills ADD COLUMN interest_rate REAL');
|
||||
console.log('[migration] bills.interest_rate column added');
|
||||
}
|
||||
}
|
||||
},
|
||||
{
|
||||
version: 'v0.15',
|
||||
description: 'import_sessions and import_history tables',
|
||||
run: function() {
|
||||
db.exec(`
|
||||
CREATE TABLE IF NOT EXISTS import_sessions (
|
||||
id TEXT PRIMARY KEY,
|
||||
|
|
@ -288,15 +285,21 @@ function runMigrations() {
|
|||
)
|
||||
`);
|
||||
db.exec('CREATE INDEX IF NOT EXISTS idx_import_history_user ON import_history(user_id)');
|
||||
|
||||
// ── users: profile columns (v0.13) ───────────────────────────────────────
|
||||
const userColsNow = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
|
||||
const profileCols = [
|
||||
['display_name', 'TEXT'],
|
||||
['last_password_change_at','TEXT'],
|
||||
}
|
||||
},
|
||||
{
|
||||
version: 'v0.17',
|
||||
description: 'users: external identity / OIDC columns',
|
||||
run: function() {
|
||||
const userColsOidc = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
|
||||
const oidcUserCols = [
|
||||
['auth_provider', "TEXT NOT NULL DEFAULT 'local'"],
|
||||
['external_subject', 'TEXT'],
|
||||
['email', 'TEXT'],
|
||||
['last_login_at', 'TEXT'],
|
||||
];
|
||||
for (const [col, def] of profileCols) {
|
||||
if (!userColsNow.includes(col)) {
|
||||
for (const [col, def] of oidcUserCols) {
|
||||
if (!userColsOidc.includes(col)) {
|
||||
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
|
||||
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
|
||||
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
|
||||
|
|
@ -305,7 +308,88 @@ function runMigrations() {
|
|||
}
|
||||
}
|
||||
|
||||
// ── ownership: user-scoped bills/categories (v0.40) ──────────────────────
|
||||
// ── oidc_states: short-lived PKCE + nonce state for OIDC login (v0.17) ───
|
||||
db.exec(`
|
||||
CREATE TABLE IF NOT EXISTS oidc_states (
|
||||
id TEXT PRIMARY KEY,
|
||||
nonce TEXT NOT NULL,
|
||||
code_verifier TEXT NOT NULL,
|
||||
redirect_to TEXT,
|
||||
created_at TEXT NOT NULL,
|
||||
expires_at TEXT NOT NULL
|
||||
)
|
||||
`);
|
||||
db.exec('CREATE INDEX IF NOT EXISTS idx_oidc_states_expires ON oidc_states(expires_at)');
|
||||
}
|
||||
},
|
||||
{
|
||||
version: 'v0.18.1',
|
||||
description: 'monthly_income: per-user monthly income for Summary planning',
|
||||
run: function() {
|
||||
db.exec(`
|
||||
CREATE TABLE IF NOT EXISTS monthly_income (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
|
||||
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
|
||||
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
|
||||
label TEXT NOT NULL DEFAULT 'Salary',
|
||||
amount REAL NOT NULL DEFAULT 0,
|
||||
created_at TEXT DEFAULT (datetime('now')),
|
||||
updated_at TEXT DEFAULT (datetime('now')),
|
||||
UNIQUE(user_id, year, month)
|
||||
)
|
||||
`);
|
||||
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_income_user_month ON monthly_income(user_id, year, month)');
|
||||
}
|
||||
},
|
||||
{
|
||||
version: 'v0.18.2',
|
||||
description: 'monthly_starting_amounts: per-user monthly starting amounts for 1st and 15th',
|
||||
run: function() {
|
||||
db.exec(`
|
||||
CREATE TABLE IF NOT EXISTS monthly_starting_amounts (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
|
||||
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
|
||||
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
|
||||
first_amount REAL NOT NULL DEFAULT 0 CHECK(first_amount >= 0),
|
||||
fifteenth_amount REAL NOT NULL DEFAULT 0 CHECK(fifteenth_amount >= 0),
|
||||
other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0),
|
||||
notes TEXT,
|
||||
created_at TEXT DEFAULT (datetime('now')),
|
||||
updated_at TEXT DEFAULT (datetime('now')),
|
||||
UNIQUE(user_id, year, month)
|
||||
)
|
||||
`);
|
||||
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_starting_amounts_user_month ON monthly_starting_amounts(user_id, year, month)');
|
||||
}
|
||||
},
|
||||
{
|
||||
version: 'v0.18.3',
|
||||
description: 'monthly_starting_amounts: add other_amount column',
|
||||
run: function() {
|
||||
const startingCols = db.prepare('PRAGMA table_info(monthly_starting_amounts)').all().map(c => c.name);
|
||||
if (!startingCols.includes('other_amount')) {
|
||||
// Security FIX (2026-05-08): Validate column name to prevent SQL injection
|
||||
if (!isValidColumnName('other_amount')) {
|
||||
throw new Error('Invalid migration: column other_amount not in whitelist');
|
||||
}
|
||||
db.exec('ALTER TABLE monthly_starting_amounts ADD COLUMN other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0)');
|
||||
console.log('[migration] monthly_starting_amounts.other_amount column added');
|
||||
}
|
||||
}
|
||||
},
|
||||
{
|
||||
version: 'v0.38',
|
||||
description: 'import_history: per-user audit log',
|
||||
run: function() {
|
||||
// This was already handled in v0.15, but keeping for completeness
|
||||
}
|
||||
},
|
||||
{
|
||||
version: 'v0.40',
|
||||
description: 'ownership: user-scoped bills/categories',
|
||||
run: function() {
|
||||
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
|
||||
if (!billCols.includes('user_id')) {
|
||||
db.exec('ALTER TABLE bills ADD COLUMN user_id INTEGER REFERENCES users(id) ON DELETE CASCADE');
|
||||
|
|
@ -349,21 +433,12 @@ function runMigrations() {
|
|||
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_active ON bills(user_id, active)');
|
||||
db.exec('CREATE INDEX IF NOT EXISTS idx_categories_user_name ON categories(user_id, name)');
|
||||
db.exec('CREATE UNIQUE INDEX IF NOT EXISTS idx_categories_user_name_unique ON categories(user_id, name COLLATE NOCASE)');
|
||||
|
||||
// ── bills: history visibility mode (v0.14) ───────────────────────────────
|
||||
const billColsHist = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
|
||||
if (!billColsHist.includes('history_visibility')) {
|
||||
db.exec("ALTER TABLE bills ADD COLUMN history_visibility TEXT NOT NULL DEFAULT 'default'");
|
||||
console.log('[migration] bills.history_visibility column added');
|
||||
}
|
||||
|
||||
// ── bills: optional credit-card APR / interest rate (v0.14.4) ───────────
|
||||
const billColsInterest = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
|
||||
if (!billColsInterest.includes('interest_rate')) {
|
||||
db.exec('ALTER TABLE bills ADD COLUMN interest_rate REAL');
|
||||
console.log('[migration] bills.interest_rate column added');
|
||||
}
|
||||
|
||||
},
|
||||
{
|
||||
version: 'v0.41',
|
||||
description: 'bills and categories: is_seeded flag for demo data cleanup',
|
||||
run: function() {
|
||||
// ── bills: is_seeded flag for demo data cleanup (v0.41) ───────────────────
|
||||
const billColsSeeded = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
|
||||
if (!billColsSeeded.includes('is_seeded')) {
|
||||
|
|
@ -377,8 +452,70 @@ function runMigrations() {
|
|||
db.exec('ALTER TABLE categories ADD COLUMN is_seeded INTEGER NOT NULL DEFAULT 0');
|
||||
console.log('[migration] categories.is_seeded column added');
|
||||
}
|
||||
}
|
||||
}
|
||||
];
|
||||
|
||||
// ── users: notification columns ───────────────────────────────────────────
|
||||
// This migration needs to run first since it's not versioned in the schema
|
||||
const userCols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
|
||||
const newUserCols = [
|
||||
['active', 'INTEGER NOT NULL DEFAULT 1'],
|
||||
['is_default_admin', 'INTEGER NOT NULL DEFAULT 0'],
|
||||
['notification_email', 'TEXT'],
|
||||
['notifications_enabled', 'INTEGER NOT NULL DEFAULT 0'],
|
||||
['notify_3d', 'INTEGER NOT NULL DEFAULT 1'],
|
||||
['notify_1d', 'INTEGER NOT NULL DEFAULT 1'],
|
||||
['notify_due', 'INTEGER NOT NULL DEFAULT 1'],
|
||||
['notify_overdue', 'INTEGER NOT NULL DEFAULT 1'],
|
||||
];
|
||||
for (const [col, def] of newUserCols) {
|
||||
if (!userCols.includes(col)) {
|
||||
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
|
||||
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
|
||||
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
|
||||
}
|
||||
db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
|
||||
}
|
||||
}
|
||||
const defaultAdminName = process.env.INIT_ADMIN_USER || 'admin';
|
||||
db.prepare(`
|
||||
UPDATE users
|
||||
SET is_default_admin = 1
|
||||
WHERE role = 'admin'
|
||||
AND username = ?
|
||||
AND NOT EXISTS (SELECT 1 FROM users WHERE is_default_admin = 1)
|
||||
`).run(defaultAdminName);
|
||||
db.exec(`
|
||||
UPDATE users
|
||||
SET is_default_admin = 1
|
||||
WHERE id = (
|
||||
SELECT id FROM users
|
||||
WHERE role = 'admin'
|
||||
ORDER BY id
|
||||
LIMIT 1
|
||||
)
|
||||
AND NOT EXISTS (SELECT 1 FROM users WHERE is_default_admin = 1)
|
||||
`);
|
||||
|
||||
// Process all versioned migrations
|
||||
for (const migration of migrations) {
|
||||
if (!hasMigrationBeenApplied(migration.version)) {
|
||||
console.log(`[migration] Applying ${migration.version}: ${migration.description}`);
|
||||
try {
|
||||
migration.run();
|
||||
recordMigration(migration.version, migration.description);
|
||||
} catch (err) {
|
||||
console.error(`[migration-error] Failed to apply ${migration.version}: ${err.message}`);
|
||||
throw err;
|
||||
}
|
||||
} else {
|
||||
console.log(`[migration] Skipping already applied ${migration.version}: ${migration.description}`);
|
||||
}
|
||||
}
|
||||
|
||||
// ── bill_history_ranges: per-bill date ranges for history visibility (v0.14)
|
||||
// This migration needs to run after the bills table has the history_visibility column
|
||||
db.exec(`
|
||||
CREATE TABLE IF NOT EXISTS bill_history_ranges (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
|
|
@ -393,37 +530,6 @@ function runMigrations() {
|
|||
)
|
||||
`);
|
||||
db.exec('CREATE INDEX IF NOT EXISTS idx_bill_history_ranges_bill ON bill_history_ranges(bill_id)');
|
||||
|
||||
// ── users: external identity / OIDC columns (v0.17) ──────────────────────
|
||||
const userColsOidc = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
|
||||
const oidcUserCols = [
|
||||
['auth_provider', "TEXT NOT NULL DEFAULT 'local'"],
|
||||
['external_subject', 'TEXT'],
|
||||
['email', 'TEXT'],
|
||||
['last_login_at', 'TEXT'],
|
||||
];
|
||||
for (const [col, def] of oidcUserCols) {
|
||||
if (!userColsOidc.includes(col)) {
|
||||
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
|
||||
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
|
||||
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
|
||||
}
|
||||
db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
|
||||
}
|
||||
}
|
||||
|
||||
// ── oidc_states: short-lived PKCE + nonce state for OIDC login (v0.17) ───
|
||||
db.exec(`
|
||||
CREATE TABLE IF NOT EXISTS oidc_states (
|
||||
id TEXT PRIMARY KEY,
|
||||
nonce TEXT NOT NULL,
|
||||
code_verifier TEXT NOT NULL,
|
||||
redirect_to TEXT,
|
||||
created_at TEXT NOT NULL,
|
||||
expires_at TEXT NOT NULL
|
||||
)
|
||||
`);
|
||||
db.exec('CREATE INDEX IF NOT EXISTS idx_oidc_states_expires ON oidc_states(expires_at)');
|
||||
}
|
||||
|
||||
function seedDefaults() {
|
||||
|
|
|
|||
|
|
@ -3,7 +3,19 @@
|
|||
**Status:** Complete
|
||||
**Last Updated:** 2026-05-09
|
||||
**Owner:** Bishop
|
||||
**Version:** 0.19.0
|
||||
**Version:** 0.19.1
|
||||
|
||||
---
|
||||
|
||||
### Migration System Note (v0.19.1)
|
||||
|
||||
Database migrations now use explicit version tracking via the `schema_migrations` table. All migrations are idempotent and safe to re-run after `git pull`. The `runMigrations()` function queries `schema_migrations` before applying each migration, skipping already-applied versions.
|
||||
|
||||
**Key Changes**:
|
||||
- New `schema_migrations` table with `version`, `description`, `applied_at` columns
|
||||
- Helper functions: `hasMigrationBeenApplied()`, `recordMigration()`
|
||||
- Migrations are defined as versioned objects with explicit `version`/`description`/`run()`
|
||||
- Safe `git pull && npm start` upgrades without migration state issues
|
||||
|
||||
---
|
||||
|
||||
|
|
@ -70,7 +82,7 @@ BillTracker is a self-hosted monthly bill tracking system for households and sma
|
|||
| **Frontend** | React | ^18.3.1 | UI components |
|
||||
| **Build** | Vite | ^5.4.10 | Bundler, dev server |
|
||||
| **Router** | react-router-dom | ^6.26.2 | Client-side routing |
|
||||
| **Database** | better-sqlite3 | ^12.9.0 | SQLite wrapper |
|
||||
| **Database** | better-sqlite3 | ^12.9.0 | SQLite wrapper | Migration tracking |
|
||||
| **Auth** | bcryptjs | ^2.4.3 | Password hashing |
|
||||
| **OIDC** | openid-client | ^5.7.1 | Authentik integration |
|
||||
| **Email** | nodemailer | ^6.9.14 | SMTP email sending |
|
||||
|
|
@ -91,6 +103,49 @@ BillTracker is a self-hosted monthly bill tracking system for households and sma
|
|||
| **middleware/csrf.js** | `middleware/` | CSRF token generation/validation |
|
||||
| **workers/dailyWorker.js** | `workers/` | Daily background tasks |
|
||||
|
||||
### Database Migration System
|
||||
|
||||
The database migration system provides explicit version tracking to ensure safe upgrades via `git pull && npm start`.
|
||||
|
||||
**Migration Tracking Table** (`schema_migrations`):
|
||||
|
||||
| Column | Type | Purpose |
|
||||
|--------|------|---------|
|
||||
| `id` | INTEGER PRIMARY KEY AUTOINCREMENT | Internal tracking ID |
|
||||
| `version` | TEXT NOT NULL UNIQUE | Migration version identifier (e.g., `v0.2`, `v0.3`) |
|
||||
| `description` | TEXT NOT NULL | Human-readable migration description |
|
||||
| `applied_at` | TEXT NOT NULL DEFAULT (datetime('now')) | Timestamp when migration was applied |
|
||||
|
||||
**Migration Functions**:
|
||||
|
||||
- `hasMigrationBeenApplied(version)`: Check if a migration version has been applied
|
||||
- `recordMigration(version, description)`: Record a migration as applied
|
||||
- `runMigrations()`: Execute pending migrations with version tracking
|
||||
|
||||
**Migration Format**:
|
||||
|
||||
Migrations are defined as versioned objects with explicit `version`, `description`, and `run()` function:
|
||||
|
||||
```javascript
|
||||
{
|
||||
version: 'v0.2',
|
||||
description: 'payments: soft-delete column',
|
||||
run: function() { /* migration logic */ }
|
||||
}
|
||||
```
|
||||
|
||||
**Idempotent Migration Execution**:
|
||||
1. Query `schema_migrations` table for applied versions
|
||||
2. Skip migrations that have already been applied
|
||||
3. Apply pending migrations in order
|
||||
4. Log each migration status (applied vs skipped)
|
||||
|
||||
**Benefits**:
|
||||
- Users can safely `git pull && npm start` without migration state issues
|
||||
- Migrations are repeatable and trackable
|
||||
- Clear audit trail of which migrations have been applied
|
||||
- No risk of re-applying migrations that modify data
|
||||
|
||||
### Request Lifecycle
|
||||
|
||||
```
|
||||
|
|
@ -318,6 +373,40 @@ await apiDelete('/api/bills/:id')
|
|||
|
||||
### Service Layer Functions
|
||||
|
||||
#### db/database.js
|
||||
|
||||
| Function | Purpose | Parameters | Returns |
|
||||
|----------|---------|------------|---------|
|
||||
| `initSchema()` | Initialize database schema | None | void (calls `runMigrations()`) |
|
||||
| `runMigrations()` | Execute pending migrations | None | void (skips already-applied) |
|
||||
| `hasMigrationBeenApplied(version)` | Check migration status | `version` (string) | `true` or `false` |
|
||||
| `recordMigration(version, description)` | Record applied migration | `version`, `description` | void |
|
||||
| `seedDefaults()` | Seed settings and categories | None | void |
|
||||
| `ensureUserDefaultCategories(userId)` | Seed default categories per user | `userId` | void |
|
||||
| `getSetting(key)` | Read single setting | `key` (string) | value or `null` |
|
||||
| `setSetting(key, value)` | Write single setting | `key`, `value` | void |
|
||||
| `getDbPath()` | Get database file path | None | string (absolute path) |
|
||||
| `closeDb()` | Close database connection | None | void |
|
||||
|
||||
**Migration System Flow**:
|
||||
|
||||
1. `initSchema()` reads `db/schema.sql` and executes all table definitions
|
||||
2. Creates `schema_migrations` table if not exists
|
||||
3. `runMigrations()` iterates through versioned migrations
|
||||
4. For each migration, `hasMigrationBeenApplied()` checks if already done
|
||||
5. If not applied: executes `run()` then `recordMigration()`
|
||||
6. If already applied: logs skip message, moves to next migration
|
||||
|
||||
**Migration Format**:
|
||||
|
||||
```javascript
|
||||
{
|
||||
version: 'v0.2',
|
||||
description: 'payments: soft-delete column',
|
||||
run: function() { /* migration logic */ }
|
||||
}
|
||||
```
|
||||
|
||||
#### authService.js
|
||||
|
||||
| Function | Purpose | Parameters | Returns |
|
||||
|
|
@ -1469,6 +1558,57 @@ OIDC_AUTO_PROVISION=true
|
|||
|
||||
**Migration Logic**: `db/database.js` (runMigrations function)
|
||||
|
||||
### Migration System
|
||||
|
||||
#### schema_migrations Table
|
||||
|
||||
The `schema_migrations` table tracks applied database migrations to ensure idempotent, repeatable deployments.
|
||||
|
||||
| Column | Type | Constraints | Description |
|
||||
|--------|------|-------------|-------------|
|
||||
| `id` | INTEGER | PRIMARY KEY AUTOINCREMENT | Internal tracking ID |
|
||||
| `version` | TEXT | NOT NULL, UNIQUE | Migration version (e.g., `v0.2`, `v0.41`) |
|
||||
| `description` | TEXT | NOT NULL | Human-readable migration description |
|
||||
| `applied_at` | TEXT | NOT NULL DEFAULT (datetime('now')) | Timestamp of application |
|
||||
|
||||
**Purpose**: Prevent duplicate migration execution and provide audit trail of applied migrations.
|
||||
|
||||
**Helper Functions**:
|
||||
|
||||
- `hasMigrationBeenApplied(version)`: Returns `true` if version exists in `schema_migrations`
|
||||
- `recordMigration(version, description)`: Inserts record into `schema_migrations`
|
||||
- `runMigrations()`: Iterates through all migrations, skipping already-applied versions
|
||||
|
||||
#### Migration Process
|
||||
|
||||
1. On startup, `initSchema()` creates `schema_migrations` table if it doesn't exist
|
||||
2. `runMigrations()` queries each migration version in order
|
||||
3. Applied migrations are skipped with a log message
|
||||
4. Pending migrations are executed and recorded
|
||||
5. All migrations are logged with status (`[migration] Applying X` vs `[migration] Skipping already applied X`)
|
||||
|
||||
#### Migration Format
|
||||
|
||||
Migrations are defined as versioned objects in `db/database.js`:
|
||||
|
||||
```javascript
|
||||
const migrations = [
|
||||
{
|
||||
version: 'v0.2',
|
||||
description: 'payments: soft-delete column',
|
||||
run: function() { /* SQL logic */ }
|
||||
},
|
||||
// ... additional migrations
|
||||
];
|
||||
```
|
||||
|
||||
**Key Properties**:
|
||||
- `version`: Unique version string (e.g., `v0.2`, `v0.41`)
|
||||
- `description`: Brief description of what changed
|
||||
- `run()`: Function containing migration SQL logic
|
||||
|
||||
**Idempotency**: Each migration can safely be re-run after a `git pull`; skipped migrations log but don't error.
|
||||
|
||||
### Table Definitions
|
||||
|
||||
#### users
|
||||
|
|
@ -1881,9 +2021,14 @@ SELECT * FROM monthly_bill_state WHERE bill_id IN (
|
|||
| 400 Bad Request | Validation error | `server.js` console | `routes/*.js`, `services/*.js` | Validation logic | Check request body, query params |
|
||||
| 429 Rate Limited | Too many requests | `server.js` console | `middleware/rateLimiter.js` | Rate limiter | Wait, reduce request frequency |
|
||||
| 500 Server Error | Unhandled exception | `server.js` console, `NODE_ENV=production` | Any | All services | Check server logs, reproduce |
|
||||
| **Database issues** | | | | | |
|
||||
### Database issues
|
||||
|
||||
| Symptom | Likely Cause | Logs to Inspect | Files to Inspect | Services Involved | Recovery Steps |
|
||||
|---------|--------------|-----------------|------------------|-------------------|----------------|
|
||||
| Database locked | WAL checkpoint or long transaction | `server.js` console | `db/database.js` | Database connection | Wait, restart app if needed |
|
||||
| Schema mismatch | Migration failed | `server.js` console | `db/database.js` (runMigrations) | Database init | Check migrations, fix manually |
|
||||
| Migration runs repeatedly | Version not recorded | `server.js` console | `db/database.js` | Migration system | Manually record version in `schema_migrations` table |
|
||||
| Migration conflicts | Concurrent startup | `server.js` console | `db/database.js` | Migration system | Restart once, migrations are idempotent |
|
||||
| Foreign key violation | Related record deleted | `server.js` console | `db/schema.sql` | Schema | Check related data, adjust onDelete |
|
||||
| **Performance issues** | | | | | |
|
||||
| Slow queries | Missing index, complex join | `server.js` console | `db/database.js` (schema) | Database | Add indexes, optimize queries |
|
||||
|
|
@ -1914,6 +2059,15 @@ SELECT * FROM monthly_bill_state WHERE bill_id IN (
|
|||
| `IMPORT_REQUEST_ERROR` | 400 | Import request failed | Smaller/valid file |
|
||||
| `IMPORT_SERVER_ERROR` | 500 | Import server error | Check server logs |
|
||||
|
||||
### Migration Troubleshooting
|
||||
|
||||
| Issue | Symptom | Cause | Resolution |
|
||||
|-------|---------|-------|------------|
|
||||
| Migration runs on every startup | `[migration] Applying v0.2`, repeated logs | Version not recorded in `schema_migrations` | Manually insert version: `INSERT INTO schema_migrations (version, description) VALUES ('v0.2', 'payments: soft-delete column')` |
|
||||
| Migration fails with duplicate column | `SQLITE_ERROR: duplicate column name` | Migration re-ran after partial success | Verify column exists, manually record version, restart |
|
||||
| Concurrent startup conflicts | `[migration] Applying`, then error | Multiple instances start simultaneously | Migrations are idempotent; restart once after all instances stable |
|
||||
| Version mismatch | Expected migration not applied | Version string changed between runs | Ensure version strings match exactly; update `schema_migrations` if needed |
|
||||
|
||||
### Log Files and Locations
|
||||
|
||||
| Log Source | Location | Purpose |
|
||||
|
|
@ -1921,6 +2075,7 @@ SELECT * FROM monthly_bill_state WHERE bill_id IN (
|
|||
| **Server console** | stdout/stderr | All console.log/error output |
|
||||
| **Debug logs** | Set `NODE_DEBUG=express` | Express internals |
|
||||
| **SQL logs** | `process.env.DEBUG=better-sqlite3` | SQL queries |
|
||||
| **Migration logs** | `[migration] Applying X`, `[migration] Skipping already applied X` | Migration execution status |
|
||||
|
||||
### Recovery Procedures
|
||||
|
||||
|
|
@ -2334,10 +2489,16 @@ npm run build
|
|||
rsync -avz dist/ user@server:/var/www/bill-tracker/
|
||||
rsync -avz node_modules/ user@server:/var/www/bill-tracker/
|
||||
|
||||
# Restart server
|
||||
# Restart server (migrations run automatically on startup)
|
||||
ssh user@server "pm2 restart bill-tracker"
|
||||
```
|
||||
|
||||
**Deployment Notes**:
|
||||
- Database migrations run automatically on startup (no manual intervention required)
|
||||
- Migrations are idempotent: safe to `git pull` and restart repeatedly
|
||||
- After `git pull`, migrations are applied in version order during startup
|
||||
- Check `[migration]` logs for applied/skipped migration status
|
||||
|
||||
### Security Considerations
|
||||
|
||||
| Feature | Implementation |
|
||||
|
|
@ -2406,6 +2567,65 @@ docker-compose exec app ls -lh /data/bills.db
|
|||
|
||||
## 10. Sequence Flows
|
||||
|
||||
### Database Initialization & Migration Flow
|
||||
|
||||
```
|
||||
┌─────────────────────────────────────────────────────────────┐
|
||||
│ Application Startup (server.js) │
|
||||
│ 1. require('./db/database.js') │
|
||||
│ 2. getDb() called │
|
||||
└─────────────────────────────────────────────────────────────┘
|
||||
│
|
||||
▼
|
||||
┌─────────────────────────────────────────────────────────────┐
|
||||
│ db/database.js - getDb() │
|
||||
│ 3. Check if db already initialized (db variable) │
|
||||
│ 4. If not: call initSchema() │
|
||||
└─────────────────────────────────────────────────────────────┘
|
||||
│
|
||||
▼
|
||||
┌─────────────────────────────────────────────────────────────┐
|
||||
│ db/database.js - initSchema() │
|
||||
│ 5. Read db/schema.sql and execute │
|
||||
│ 6. Create schema_migrations table if not exists │
|
||||
│ CREATE TABLE IF NOT EXISTS schema_migrations ( │
|
||||
│ id INTEGER PRIMARY KEY AUTOINCREMENT, │
|
||||
│ version TEXT NOT NULL UNIQUE, │
|
||||
│ description TEXT NOT NULL, │
|
||||
│ applied_at TEXT NOT NULL DEFAULT (datetime('now')) │
|
||||
│ ) │
|
||||
│ 7. Call runMigrations() │
|
||||
└─────────────────────────────────────────────────────────────┘
|
||||
│
|
||||
▼
|
||||
┌─────────────────────────────────────────────────────────────┐
|
||||
│ db/database.js - runMigrations() │
|
||||
│ 8. Define all migrations with version/description/run │
|
||||
│ 9. For each migration: │
|
||||
│ a. Check hasMigrationBeenApplied(migration.version) │
|
||||
│ b. If NOT applied: │
|
||||
│ i. Log: "Applying {version}: {description}" │
|
||||
│ ii. Execute migration.run() │
|
||||
│ iii. Call recordMigration(version, description) │
|
||||
│ c. If already applied: │
|
||||
│ i. Log: "Skipping already applied {version}" │
|
||||
└─────────────────────────────────────────────────────────────┘
|
||||
│
|
||||
▼
|
||||
┌─────────────────────────────────────────────────────────────┐
|
||||
│ Application continues │
|
||||
│ 10. Seed defaults (seedDefaults()) │
|
||||
│ 11. Server starts listening on port │
|
||||
└─────────────────────────────────────────────────────────────┘
|
||||
```
|
||||
|
||||
**Migration Flow Details**:
|
||||
|
||||
1. **First startup after upgrade**: All pending migrations execute in version order
|
||||
2. **Subsequent startups**: Skipped migrations logged but no SQL executed
|
||||
3. **Idempotent**: Safe to run `git pull && npm start` repeatedly
|
||||
4. **Audit trail**: Every applied migration recorded in `schema_migrations`
|
||||
|
||||
### Login Flow (Local)
|
||||
|
||||
```
|
||||
|
|
|
|||
Loading…
Reference in New Issue