Tier B moved the tracker's display settings onto a React Query cache
(staleTime 5m). SettingsPage saves via its own path and didn't touch that
cache, so toggling a region off (e.g. the Overdue Command Center) could leave
the tracker showing the stale value for up to 5 minutes. Invalidate the
['settings'] query after a successful save so returning to the tracker refetches
and the toggle takes effect immediately.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- aria-label on the pencil "Edit bill" buttons (were title-only), matching the
autopay buttons' title+aria-label pattern.
- role="status" aria-live on the filter result count so filtering announces
"N of M shown"; a visually-hidden live region announces drag/keyboard reorder
("Moved <bill> to position N of M").
- Header "Keyboard shortcuts" dropdown documenting the (previously invisible)
j/k/arrows/Enter/p/Esc row shortcuts + ⌘K palette.
Deferred as low-value/optional: extra display toggles (C4) and a due-this-week
chip (C5) — avoided header/option clutter.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Add a leading selection checkbox to each desktop + mobile row, threaded from
the page through TrackerBucket via an optional RowSelection prop (renders only
when the page supplies a toggle handler).
- Page owns the selection Set; a sticky bottom action bar appears when ≥1 bill is
checked: "N selected · Pay · Skip · Clear".
- Pay selected reuses the bulkPay item shape + Undo from "Pay all due".
- Skip selected fans out saveBillMonthlyState (no bulk endpoint; skip has no money
effect) with Promise.allSettled, an aggregated "n skipped / m failed" toast, and
an Undo that un-skips. Selection clears on month change.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Header "Export" menu: Export CSV (via the existing /api/export?from&to date
range for the viewed month) and Print (window.print()). Extract the shared
downloadFile blob helper to lib/download.ts (reused by DownloadMyDataSection).
- Add api.exportRangeUrl(from, to, fmt).
- Tracker-scoped @media print CSS: hide interactive chrome (.tracker-print-hide),
keep the month title + summary + buckets, avoid splitting a row across pages.
- Header "Calendar" button deep-links to /calendar?year&month; CalendarPage now
reads those params as its initial month (falls back to today).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- B1: replace the two raw useEffect/api fetches (simplefinStatus, settings) with
useSimplefinStatus() and useSettings() query hooks — cached/deduped like the
rest of the app. Tracker settings now derive from the ['settings'] cache
merged under module-level TRACKER_SETTING_DEFAULTS.
- B2: settings save is now useSaveSettings() — a useMutation with optimistic
cache update + rollback on error, replacing the hand-rolled optimistic/refetch.
- B3: useDeferredValue on the search term feeding filteredRows so typing stays
snappy on large months (matches BillsPage/SubscriptionsPage).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Extract parseUtc (was copy-pasted in 4 files) and settingEnabled (3 copies,
one named settingsBool) into client/lib/utils.ts as the single source.
- Replace all local copies with the shared import.
- Add tracker_show_safe_to_spend to the tracker's local settings defaults so it
matches SettingsPage's list (behavior unchanged; aligns the two sources).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Pin-upcoming sort ranked on raw row.status, so a bill paid-by-threshold
but still carrying a stale 'late'/'missed' status was pinned to the top.
Rank on rowEffectiveStatus (same source the overdue filter uses) so it
sorts to the bottom instead.
- Filtering to zero results showed a blank content area (rows.length checks
the unfiltered list). Add a "No bills match your filters" state with a
Clear-filters action.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Both pages filter the whole list on every keystroke. The input now updates
instantly while the (deferred) filter+render lags behind — React 19's
useDeferredValue, which the app wasn't using anywhere. Typing stays snappy
on large lists; zero behavior change otherwise. typecheck/lint/build clean,
probe 17/17.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
parseJsonSafe/upload-body → a structured ResponseBody type (typed error
envelope + index sig) instead of any, no cast churn; declineRecommendation
→ Recommendation; snowballPlans endpoint typed so the hook drops its (d: any).
Annotated the Spending settings-load catch as best-effort (Finding #8) —
cosmetic options fall back to defaults, no mount-time nag. Client 0 any's.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Track C (auth): User lived in @/hooks/useAuth; moved it to @/types
(re-exported from useAuth for the 7 importers) and typed me/login/
totpChallenge/hasUsers, dropping those Admin/Login casts. Left the
single-consumer non-money casts (adminUsers, version/about/privacy/
health docs) and the optimistic-UI rewrite as deliberate low-value/
high-churn stops.
Track D: global 500 handler now emits code:'INTERNAL_ERROR' so an
unexpected error carries the same {error,code} field as structured 4xx.
typecheck/lint(0 err)/build/server-193 all green; probe 17/17.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Promoted SnowballProjection (+details) and SnowballSettings into @/types;
wired snowball (Bill[]), snowballSettings/saveSnowballSettings, and
snowballProjection with get<T>/_fetch<T>. Removed the projection/settings/
bills casts. Plan-lifecycle SnowballPlan casts kept (component-owned type).
typecheck/lint/build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Promoted SubscriptionsPage's Subscription/SubData/Recommendation/
CatalogMatch/SubTx (+ deps) into @/types and wired subscriptions/
recommendations/transaction-matches/create/match-bill with get<T>/
post<T>. Removed the (r: any) in useSubscriptionRecommendations, the 5
page casts, and an unused CatalogMatch import. typecheck/lint/build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Promoted SpendingPage's local shapes into @/types (SpendingCategoryEntry,
SpendingSummary, SpendingTransaction(s), SpendingIncome*, SpendingRule,
CategoryGroup, CopyBudgetsResponse) and wired the /spending/* + category-
groups endpoints with get<T>/post<T>. Hooks return typed data; 6 casts
removed; 2 orphaned type aliases dropped. typecheck/lint/build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Promoted BankTransactionsPage's local Tx/Account/Ledger/... interfaces
into @/types (BankLedgerTransaction extends BankTransaction so amounts
stay branded Cents) and wired bankTransactionsLedger/match/unmatch/
ignore/unignore/apply-merchant-match/auto-categorize with get<T>/post<T>.
useBankLedger data is now typed; all 9 as {...} casts in the page removed.
Dropped a dead Cents import. typecheck/lint/build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bill list/reorder/history-visibility page typed: Bill[] from useBills,
BillFilters/DisplayPrefs/ModalState/HistoryRange local types, drag +
move-controls typed via DragProps/MoveControls, makeBillDraft(...) as
Partial<Bill> at the modal call sites, setQueryData<Bill[]> for
optimistic list edits, errMessage(unknown) for strict catches.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
YNAB-style spending view typed: CatEntry (category_id number|'other'|
null) with a RealCatEntry narrowing for the budget-indexed paths,
SpendingSummary/SpendingTx/IncomeTx/SpendingRule/CategoryGroup local
types, budgets as Record<string,number|null>, React Query
setQueryData<T> for optimistic budget/categorize edits, cast-at-boundary
for api.* results. Dropped a pre-existing dead 'total' state.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Cents-based bank ledger typed end-to-end: local Tx interface (amount:
Cents, index sig for BankTransaction compat), Ledger/Account/Summary
types, React Query setQueryData<Ledger> for optimistic row patches,
cast-at-boundary for api.* results, Promise.allSettled bulk handlers.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The tracker: URL-driven month/filters/sort, React Query data (TrackerResponse),
bank-projection banner, summary cards, safe-to-spend, overdue center, drift
insights, drag-reorder buckets, and all row/modal orchestration. TrackerSummary.trend
is typed unknown in @/types so it's cast at the TrendCard boundary.
ProfilePage (profile summary + login history + edit + notifications + push +
2FA + privacy) — exports asSettings/NotificationPreferences/PushNotifications
now typed, so SettingsPage picks up real types. Widened useAuth setUser to
Dispatch<SetStateAction<User|null|undefined>> to allow the updater form.
TS flagged a dead prop: onSaved was passed to NotificationPreferences (which only
takes settings) — removed it. Notification components imported from ProfilePage
(still .jsx) type as any until that page converts.
Annotated makeBillDraft's return as SourceBill (index-signatured) and exported it,
so its draft output stays typed; BillModal keeps initialBill: Partial<Bill> and
callers cast makeBillDraft(...) as Partial<Bill> at the boundary. typecheck 0.
First two pages — confirms the page pattern (self-contained, untyped .jsx
feature-children accept any props). AdminPage: User/boolean|null/unknown[] state
+ API-response casts. SubscriptionCatalogPage: consumes the now-typed BillModal
(Bill/Category), casts the partial fallback bill. typecheck 0, build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
client/api.js -> api.ts. Types the fetch infrastructure: generic _fetch<T>
and get/post/put/patch/del<T> helpers, an ApiError interface (status/code/
details/data), a QueryParams type for the query-string builder, and File-typed
upload helpers. Endpoint response shapes are typed incrementally — most methods
default to Promise<unknown>; the ones consumed by typed .ts files get real
shapes (quickPay -> PaymentRecord, togglePaid -> TogglePaidResult, settings ->
settings map).
Typing togglePaid's result surfaced a latent narrowing bug in usePaymentActions:
the un-pay Undo closure read result.paymentId (number|undefined) inside a
deferred async callback where TS re-widens the if-narrowed value — fixed by
capturing the id in a const before the closure.
The 16 files importing '@/api.js' with an explicit extension were normalized to
'@/api' so Vite/TS resolve the .ts.
Verified: typecheck 0, lint 0 errors (47 warns), build green, 48 client tests,
and 17/17 e2e probe (every page renders, all API paths respond) — the central
fetch-module rename is runtime-safe.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
usePrefetchTracker() warms the ['tracker', y, m] cache when the user hovers/
focuses the prev/next month buttons, so clicking is instant (no round-trip).
No-op if already cached and fresh.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The paginated/filtered ledger (the race-prone data) moves to a useBankLedger
query keyed on account/flow/page/query/sort — React Query handles caching,
dedup, cancellation and out-of-order responses, replacing the manual request-id
guard. Optimistic categorize routes through a setLedger setQueryData wrapper;
loadLedger is the query's refetch (mutations + Refresh); the refresh button uses
isFetching. Mount-once categories/bills stay local loads. This completes R5 —
all 7 manual-fetch pages are on React Query.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSpendingSummary + useSpendingTransactions (paginated via a page-keyed query
with keepPreviousData) + useSpendingCategories + useCategoryGroups. Pagination
is now setTxPage (query refetches on the new key); a same-page loadTransactions
call invalidates to force a refresh. The editable budgets map seeds from the
summary via an effect; optimistic budget/summary and categorize edits route
through setQueryData wrappers; the R3 sequence guards are removed (React Query
handles races). load* calls became invalidate wrappers.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSnowball + useSnowballSettings + useSnowballActivePlan + useSnowballPlans
(+ shared useCategories). The settings-derived form fields (extra payment,
ramsey mode, ready flags) are seeded via a settings-synced effect; the many
optimistic list/plan edits route through queryClient.setQueryData wrappers;
load() is an invalidate wrapper. The debounced live-projection stays a client
computation (not page data). Removed the now-dead loadPlans (hooks auto-fetch).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSummary(year, month) with keepPreviousData for smooth month nav. The editable
form fields (starting amounts, income) that loadSummary used to seed inline are
now seeded from the query result via a data-synced effect; refetchOnWindowFocus
is off so a background refetch can't reset a mid-edit. loadSummary is now an
invalidate wrapper (retry + post-mutation reconciliation), and the optimistic
expenses reorder writes through setQueryData.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSubscriptions + useSubscriptionRecommendations (+ shared useBills/
useCategories). Optimistic updates (toggle, reorder, dismiss recommendation)
and their await-load() reconciliation preserved by routing setData/setBills/
setRecommendations through queryClient.setQueryData and load()/loadRecommendations
through invalidateQueries. The redundant mount-load effect was removed (hooks
fetch on mount). useOptimistic layer unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Reuses the shared useBills/useCategories caches (+ new useBillTemplates/
useDeletedBills), so bill mutations here now also refresh the Tracker/badge
live via the shared ['bills'] key. Optimistic list edits (delete, reorder)
write through queryClient.setQueryData; post-mutation load() calls became a
refresh() that invalidates the 4 page queries.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replaced the manual useState(data/loading/error) + load useCallback + useEffect
(and the R3 request-seq guard) with a useAnalyticsSummary(params) query hook.
React Query now handles caching, dedup, cancellation, and out-of-order responses
via the params-encoded key; keepPreviousData keeps the last result visible while
a new month/filter loads. Refresh -> refetch; the redundant page-load error toast
is dropped in favor of the existing inline error state.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The month/filter-driven loaders on Analytics, Summary, and Spending (x2)
fetched + setState with no race guard, so a slow response for old params could
overwrite fresher data (or setState after unmount) on rapid month/category nav.
Added the request-sequence guard already used by the Bank ledger (newest
request wins; stale ignored). Bills/Subscriptions load once ([] deps) so they
weren't at risk; BankTransactions already had the guard.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- MobileBillRow: an autopayClass useMemo computed a badge class that was never
rendered (dead since a refactor) -> removed.
- CategoriesPage: onRowKeyDown handler was never wired (keyboard toggle is now
the dedicated chevron button, per the QA-B14-02 a11y fix) -> removed.
- BillModal: unused isDebtCategory derived flag -> removed.
Remaining lint warnings are unused imports / HMR / vestigial destructures
(non-correctness, non-blocking, now tracked by eslint).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- BankSyncSection: handleBtSave read btLateGraceDays but it was missing from the
useCallback deps -> saving could persist a STALE late-grace value (real bug).
- ProfilePage: EditProfile sync effect now depends on [profile].
- Stabilized identity of derived arrays/objects feeding useMemo deps (they were
recreated every render, defeating memoization): TrackerPage filters + rows,
HealthPage bills, BankTransactionsPage transactions -> wrapped in useMemo.
- BillModal + TransactionMatchingSection: intentional id/filter-scoped effects
documented with a targeted eslint-disable + reason.
- Removed 2 stale eslint-disable directives (confirm-dialog, useAuth).
exhaustive-deps + rules-of-hooks now both 0. Build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
ESLint surfaced 6 errors, incl. real bugs invisible before:
- ImportTransactionCsvSection called importErrorState() without importing it —
its own error handler would throw ReferenceError on a failed CSV import.
- client/components/MobileTrackerRow.jsx was a dead duplicate (unused; the live
one is tracker/MobileTrackerRow.jsx) with undefined-setter refs → deleted.
- StatusPage dbOk had a dead '?? true' (constant boolean LHS) — restored the
intended default-true-when-unknown.
- MobileBillRow redundant !! in a ternary condition.
Lint is now 0 errors; wired 'npm run lint' into 'npm run ci'.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The summary row showed 'Paid' twice (this month + last month), indistinguishable,
while the actionable remaining only appeared in the CashFlow card below. Now:
- previous-month becomes a muted 'Last month: $X' hint under Total Paid (not a
second green box);
- a Remaining card (existing unused blue type) surfaces summary.remaining when
there's no bank hero (bank mode already shows projected remaining on the hero);
- a compact '$X of $Y paid · N bills left' progress line under the cards.
Respects tracker_show_summary_cards. Visual baseline for / may need a refresh.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
M1: marking a bill paid/unpaid flips the row instantly via local optimistic
state (cleared when fresh data arrives, rolled back on error) on both desktop
and mobile rows, instead of waiting for the server round-trip.
M2: bank sync (Tracker) and the bill-modal Sync use sonner toast.promise —
one toast transitioning loading -> done -> error, replacing the manual
spinner-flag + separate success/error toasts.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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