BrandGlyph drew hardcoded monochrome shapes from an inline switch and
ignored the actual /brand/glyphs/*.svg files. Render the real files via a
robust <img> (fail-soft onError, intrinsic width/height so no layout
shift, alt for a11y parity) so every existing placement — PageHeader
(Tracker/About/Release), Command Palette, Release Notes, Onboarding,
Login — shows the full-color brand tiles. Deletes the ~85-line dead
BrandGlyphShape switch and the now-unused useId import.
Senior-review while-here:
- Guard test (client/lib/brand.test.ts): asserts every BrandGlyphName
asset — and every /brand asset in brand.ts — resolves to a real,
non-empty file on disk. Catches the "image added but path wrong /
renamed" regression TS can't see.
- Widen vitest include to {js,jsx,ts,tsx}: TypeScript client tests were
silently never run (client/hooks/useAutoSave.test.ts). Now 6 files / 50
tests run (was 4 / 42).
- Remove dead brand.ts entries: legacyLogo (pointed at the OLD pre-brand
/img/logo.png) and the unused ADMIN_GLYPH const.
- PageHeader glyph class inline-grid -> inline-block for the <img>.
Verified: typecheck + lint clean; test:client 50/50; build (glyphs land
in dist/brand/glyphs, served 200 as image/svg+xml); e2e probe 17/17;
login visual baseline unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The demo seeder created bills + categories only, so nearly every page
rendered empty; clear-demo had a data-loss bug and error-protection gaps.
Seed now populates every user-facing surface: bills with autopay states,
3-6 months of payment history (with drift + debt paydown), monthly
skips/overrides/snoozes/notes, a demo bank source + accounts + matched/
unmatched/subscription transactions, categorised spending + budgets +
rules, planning income/starting-amounts, category groups, an active
snowball plan (+ extra-payment), merchant rules, and a calendar feed —
so a new user can explore Tracker (incl. overdue/drift), Analytics,
Summary, Spending, Snowball, Payoff, Transactions, Matches, Subscriptions,
Banking and Calendar with realistic data.
Correct removal (the emphasis):
- Migration v1.07 adds an is_seeded marker to the 12 user-scoped,
non-cascading demo tables (bill-children cascade with their seeded bill).
- clearSeededDemoData() (new, in userDataService alongside eraseUserData)
removes ONLY seeded rows in one transaction, child->parent, and keeps a
seeded category if a user's own bill still references it.
- Fixes the category collision: seed marks ONLY categories it creates, so
clear no longer deletes the user's default categories / uncategorises
their real bills.
Error protection: idempotency guard on seeded (not all) bills -> 409
instead of a fake "created 0"; whole seed wrapped in one transaction
(atomic); rate-limit + audit + standardizeError on all three routes;
seeded-status reports payments/transactions counts; dead --force removed.
Client copy/counts corrected.
Verified: typecheck/check clean; server suite 232/232 (+6 new); client
typecheck/lint/build clean; e2e probe 17/17; on a COPY of the real prod
DB the v1.07 migration applies (integrity ok) and a seed->clear round-trip
on the data-rich user restores their real data byte-for-byte with no
orphans.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Overdue Command Center and Price-Change (drift) panels reset to
expanded on every load — their collapse arrows used local useState. Now
the collapsed state is remembered per-user via two new settings
(tracker_overdue_collapsed / tracker_drift_collapsed), mirroring the
search panel's useSearchPanelPreference pattern. Each panel header also
gains an inline "Hide" control (EyeOff, like the search panel) that writes
the existing tracker_show_* setting and fires an Undo toast; hidden
sections come back from Settings → Tracker Layout.
- services/userSettings.js: allowlist + defaults for the two collapse keys
- TrackerPage: read collapse state, hide handlers with Undo, wire props
- OverdueCommandCenter/DriftInsightPanel: controlled collapse + header hide
Verified: typecheck 0, lint 0 errors, build, and a live settings round-trip
(collapse persists, hide writes, Undo restores, allowlist rejects junk keys).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The encryption key must never be retrievable through the app (that would undo
the whole point of TOKEN_ENCRYPTION_KEY — a stolen session/XSS could then read
the master key). Instead surface a non-reversible fingerprint so operators can:
- verify which key is currently active,
- confirm a running instance matches the key they backed up, and
- spot an accidental key change (which would make existing secrets unrecoverable).
- encryptionService.keyFingerprint(): domain-separated SHA-256 prefix of the
active key (env if set, else the stored DB key); never force-creates a key
(returns null when none exists), shares nothing with the cipher derivation.
- admin bank-sync-config exposes key_fingerprint alongside encryption_key_source.
- Admin Bank Sync card renders it with backup guidance.
- Test: stable per key, differs by key, not reversible / not the raw key.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Data integrity (A):
- "Apply … to my budget" overwrote the bill's expected_amount (its real
recurring amount, used in budgets + payment recording) with the simulated
payoff payment. Replace with "Save APR to this bill" — persists interest_rate,
leaves expected_amount untouched. Fixes the corruption AND the interest-free
root cause (future runs use the saved APR). BillModal debt section also opens
when a bill has an interest_rate.
Error handling (B):
- Undo now has try/catch + error toast (was an unhandled rejection that left the
wrong value applied); Apply uses errMessage.
- loadData no longer snaps the selection back to the first bill after a
save/undo (was a stale-closure over selectedId); background refreshes are
"silent" so a transient failure no longer replaces the whole page.
Makes-sense (C):
- Distinguish "no APR" from a real 0% and show a notice (was silently interest-
free with no indication).
- Without a real minimum, show absolute Time-to-Payoff + Total Interest instead
of a broken "$0 savings" / "~580 mo sooner".
- Remove the arbitrary, mislabeled "Snowball plan" line (was extra applied only
to the alphabetically-first bill) from the page + chart.
- Detect the 600-month cap (incl. 0% tiny payment) as "won't pay off".
- Correct the "set a minimum on the Snowball page" guidance (no such editor).
Clarity (D):
- Plain-language toasts on every write; targeted HelpCircle tooltips (Interest/
Time Savings, Total Interest, Required Minimum, APR, Save-APR); a clearer page
description; states that explain why + what to do.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Brand.tsx (101 line churn) and brand.ts (47 line churn) now expose
the new SVG-first primitives:
- BrandMark: <img> with BRAND.assets.mark (vector, scales to any size).
- BrandWordmark: text fallback if the mark is unavailable.
- BrandLockup: the combined mark + wordmark for the layout chrome,
honours the light/dark variant via CSS variables.
- BrandGlyph: unchanged but re-uses the new accent tokens.
brand.ts adds the new asset-path constants (mark, markMono, lockup,
lockupLight, socialPreview) and a tokens helper so the lockup can
switch variants without prop drilling.
This is commit 2 of the v0.42.0 follow-up batch. Depends on
720d31b (SVG assets).
The top-level client/components/StatusBadge.tsx has no importers — the tracker's
components/tracker/StatusBadge.tsx (used by TrackerRow/MobileTrackerRow) is the
real one. Deferred from the previous cleanup because it had uncommitted brand-
refresh edits; those landed in b714715, and it's still dead, so it goes now.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
From the repo-wide dead-code audit (High-confidence, re-verified against the live
tree; 0 references each):
- Delete client/components/SummaryCard.tsx — orphan superseded by the tracker's
components/tracker/SummaryCards.tsx (the one actually imported).
- Remove the unused withErrorBoundary HOC from ErrorBoundary.tsx (the
ErrorBoundary component itself stays; it's used app-wide).
- Remove 17 dead api.ts client wrappers with no caller (spendingBudgets,
upcomingBills, billAmortization, billMonthlyState, archiveBill,
deleteBillTemplate, updateSnowballPlan, aboutAdmin, exportUrl, notifMe,
saveNotifMe, profileExports, profileImportHistory, createManualTransaction,
updateTransaction, deleteTransaction, transactionMerchantMatch).
Deliberately left: StatusBadge.tsx orphan (has uncommitted parallel edits — will
remove once that lands) and the WebAuthn feature (a build-or-bin product decision,
not dead-code cleanup).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The remaining per-file 2-4 line adjustments land here: the admin
cards (EmailNotifCard, UsersTable), the bank-sync section, and the
two cross-cutting dialogs (ReleaseNotesDialog, SearchFilterPanel)
adopt the same BrandGlyph / TonedCard / SectionHeading imports as
the rest of the app. Each file is independently buildable on top of
the previous 6 commits.
This is commit 7 of 9 in the v0.42.0 brand refresh. Depends on
0eb024d (pages).
CashFlowCard, OverdueCommandCenter, SummaryCards, TrackerBucket, and
the shared StatusBadge move to the new TonedCard / ToneDot / BrandGlyph
primitives. The biggest single change is SummaryCards (81 lines
churn) where the per-card tone tokens now defer to the design system.
This is commit 5 of 9 in the v0.42.0 brand refresh. Depends on
c2b6a7d (UI primitives).
The three shadcn primitives get the small adjustments the new
design-token set calls for — shadow, ring, and border tokens that
align with the index.css overhaul, and tone helpers that defer to
the tokens the primitives export. 20 lines total, no behaviour
change: same variants, same API, same default sizes.
This is commit 4 of 9 in the v0.42.0 brand refresh. Depends on
36834e6 (layout chrome + index.css tokens).
The layout chrome adopts the new brand module + the just-landed
app-primitives. CSS variables, the favicon, the page title, and the
vite PWA manifest all switch to the new brand assets:
- BrandBlock / NavPill / Sidebar / Layout use BrandMark / BrandWordmark
/ BRAND.name from @/lib/brand.
- ThemeContext exposes the system / dark / light options for the new
'theme = System' setting (commit 1 of 9 in the brand refresh set;
the actual settings UI lands in the per-page commit).
- client/index.css: 153 lines of churn — the design-token refresh
(accent palette, neutrals, surface tokens) consumed by every
downstream commit.
- index.html: title, favicon, apple-touch-icon, theme-color, manifest
href all point at client/public/brand/*.
- vite.config.mjs: VitePWA manifest icons + theme/background colors
follow the new brand.
This is commit 3 of 9 in the v0.42.0 brand refresh. Depends on
4898987 (app-primitives).
Adds the cross-cutting UI primitives the rest of the brand refresh
consumes. The 159-line file bundles the small, repeated bits every
page/dialog needs so the per-page commits can stay minimal:
- TonedCard: bordered card with neutral / good / warn / danger / info
variants (border + bg + text per tone), consumed by the
overdue/summary/bank-sync cards.
- ToneDot: small status dot for the new badges.
- EmptyState: lucide Inbox + heading + body used for filtered-empty
and zero-data states.
- SectionHeading / FieldRow: small typographic primitives for the
Settings / Profile / Admin pages.
- BrandGlyph (re-export of the Brand module) so consumers only need
to import from '@/components/ui/app-primitives'.
This is commit 2 of 9 in the v0.42.0 brand refresh. Depends on
dfee7f9 (brand module); consumed by the layout/UI/consumer commits.
Adds the canonical brand definition used by the v0.42.0 brand refresh:
- client/lib/brand.ts — single source of truth for name, tagline,
repository URL, asset paths, navigation glyphs, and accent palette
(BRAND_GLYPHS / accent tokens consumed by Brand.tsx + page chrome).
- client/components/brand/Brand.tsx — BrandMark (img with the
logo asset), BrandWordmark, BrandGlyph, and a small BrandStack
used by the layout chrome.
- client/public/brand/{logo,pwa-192,pwa-512,apple-touch-icon}.png —
replaces the inline img-cut references in README/HISTORY with a
canonical set; PWA manifest + favicon now point here.
This is commit 1 of 9 splitting the working-tree brand refresh into
per-layer commits. Each commit is independently buildable; the order
matches the dependency direction (lib → component → chrome → UI
primitives → page consumers → admin/dialog consumers → docs).
The daily reminder job ran at a hardcoded 6 AM. Make the hour configurable:
- dailyWorker: resolveReminderHour() reads the global 'reminder_hour' setting
(clamp 0–23, default 6) as the single source for both the cron expression and
the next-run display; the task is stored so rescheduleDailyWorker() can restart
it live (defensively wrapped so a bad value can't take the worker down).
- notifications admin GET/PUT expose reminder_hour; PUT clamps, persists, and
live-reschedules the worker.
- Admin Email Notifications card: a "Reminder send time" select (account-wide).
It's a global setting by design — there's one shared daily job, so a per-user
hour would require an hourly-worker refactor (out of scope) and would otherwise
be a dead setting.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Currency/Date-format dropdowns were decorative (nothing read them). Wire
them into the formatters, display-only (single active currency, no conversion):
- money.ts: activeCurrency/activeLocale read synchronously from localStorage at
load (correct first paint), setMoneyFormat() write-through; formatUSD/
formatUSDWhole/formatCentsUSD honor them. Default USD/en-US is byte-identical,
so money.test + the probe stay green.
- utils.ts: fmtDate honors an activeDateFormat (MM/DD/YYYY | DD/MM/YYYY |
YYYY-MM-DD) with setDateFormat() write-through.
- FormatSync (mounted in Layout) reconciles the server settings → localStorage/
module and re-renders once only on a genuine cross-device divergence.
- Settings selects write through on change, currency list expanded (AUD/CHF/JPY/
INR), "Regional" section, tooltips clarifying display-only.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- ThemeContext gains a 'system' theme that follows prefers-color-scheme and
updates live when the OS flips; exposes resolvedTheme (consumed by Sonner) and
keeps the <meta theme-color> in sync. Pre-bundle inline script in index.html
prevents a light/dark flash. Both theme selectors (Settings ThemeCards +
theme-toggle dropdown) gain the System option.
- New MotionPreferenceContext mounts framer-motion <MotionConfig>; a Reduce-motion
toggle (localStorage device pref) forces reducedMotion="always" (else "user",
which still respects the OS).
- Add an accessible SettingHelp tooltip (focusable button + aria-label) wrapped by
a page-level TooltipProvider; used for the System + Reduce-motion explanations.
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>
- 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>
- Delete unreachable in-file dialogs: MonthlyStateDialog block (setShowMbs
never called) and inline PaymentModal in TrackerRow + MobileTrackerRow
(setEditPayment only ever null; editing works via PaymentLedgerDialog).
- Delete fully-unreferenced files: tracker/EditableCell.tsx,
ui/confirm-dialog.tsx, ui/separator.tsx (+ orphaned @radix-ui/react-separator).
- Simplify OverdueCommandCenter dead branch (early-returns null when empty).
- Correct stale roadmap/FUTURE docs: tracker keyboard nav is implemented.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The deliberate manual POST /payments had no dedupe guard (double-submit
made a second payment), but silently deduping it like the auto paths
would lose a legitimately-identical same-day payment — a money bug. So
the server returns 409 DUPLICATE_SUSPECTED (existing payment attached),
and a shared client helper (client/lib/paymentActions.ts, used by the
tracker inline cell, partial-payment dialog, and bill modal) turns it
into an 'add anyway?' toast that resends with allow_duplicate. Automated
one-click paths keep deduping silently (a repeat there is a retry).
Dropped a now-unused api import in PaymentLedgerDialog (Track E sweep).
Server suite 188 green; typecheck/lint/build clean; probe 17/17.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Typed MerchantRule/Conflict/Suggestion + generic useDebounce; billId widened to
Id (number|string) to match the api layer; asserted billId at the BillModal call
site (rendered only for existing bills). Dropped unused RuleChip billId prop.
typecheck 0.
Also removed a stale PayoffChart.jsx duplicate (its .tsx was already committed).
Branded Dollars on income transactions/bank-tracking balances. typecheck 0.
The XLSX importer (workbook parse → per-row decision tree → bulk actions →
bill-history grouped import). Typed PreviewRow/Decision/BillGroup/ImportDetail
and the merged BillImportResult accumulator; fixed Date subtraction in the
duplicate-date sort to use getTime(). Dropped two unused imports (CountPill/fmt)
the original .jsx never used. Trimmed unused eslint-disable directives.
This completes the entire client/components/data/ directory (14 files) → .tsx.
typecheck 0, lint 0 errors, build green.
ImportMyData (SQLite), ImportTransactionCsv, TransactionMatching sections.
Branded BankTransaction/Bill/Category flow through the matching workbench;
relaxed BillModal initialBill to Partial<Bill> (it's a pre-filled draft).
TypeScript caught a real bug: ImportTransactionCsvSection used <CountPill> 6×
but never imported it — a ReferenceError that crashed the CSV preview/results
views. Added the missing import.
typecheck 0, build green.
Completes the entire client/components/admin/ directory conversion to .tsx:
OidcForm/AuthConfigData/OidcTest types for the OIDC config form; Backup/
BackupSettings types for the backup manager. errMessage() on all strict
catch(unknown) sites. typecheck 0, lint 0 errors, build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
adminShared.tsx (SectionHeading/FieldRow/Toggle/formatDateTime/BackupTypeBadge —
shared by the admin cards) and AddUserCard.tsx. Deleted PrivacyAdminCard.jsx:
TypeScript surfaced that it's imported nowhere AND calls non-existent
api.privacySettings/setPrivacySettings (the geolocation toggle actually lives on
/profile/settings) — dead code with broken calls, so removed rather than
converted. typecheck 0, build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The app's largest, most-central component (1092 ln, the add/edit form reached
from 9 entry points). Typed ~40 useState vars (Bill/Payment/BankTransaction/
BulkUnmatchState/Date), the useActionState save (isNew narrows `bill` non-null
via the aliased `!bill` const), FormErrors = Record<string,string>, and every
API response cast (billPayments/billTransactions/syncBillSimplefinPayments/
verifyAutopay/billMerchantRules). Its now-typed sub-components type-check the
props BillModal passes them. cycle_day coerced to string for Radix Select;
Bill index-sig fields (autopay_verified_at, source_bill_id) cast at use.
client/components/bill-modal/ + BillModal are 100% .tsx. typecheck 0, lint 0
errors (35 warns), build green, 48 tests, 17/17 e2e probe.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The 7 BillModal sub-components + transactionDisplay helper: TemplateSection,
AutopayTrustIndicator, PaymentFormFields, PaymentHistoryList, DebtDetailsSection,
LinkedTransactionsSection, UnmatchDialogs. New @/types.BankTransaction — raw bank
amounts stay in CENTS on the wire, so branded `Cents` (formatCentsUSD, not
formatUSD), the complement to the Dollars brand. BulkUnmatchState typed with
null-safe setState callbacks. typecheck 0, lint 0 errors, build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SummaryCard (top-level; CardType/CardDef, value: Dollars) and ReleaseNotesDialog
(the version-ack modal we hardened; typed useAuth, HTMLElement-cast for
activeElement focus). typecheck 0, build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
App.tsx (routing + QueryClient), main.tsx (entry; index.html updated to
main.tsx), useAuth.tsx (typed AuthContextValue/User + MeResponse; uses the safe
useContext()||defaults pattern so no `never` trap), and the layout components
(Layout, Sidebar, NavPill, BrandBlock — NavItem type, LucideIcon-typed nav
config, casts for the untyped overdue/simplefin API responses). TS caught a dead
prop: App passed mainContentId to TrackerPage, which takes no params — removed.
typecheck 0, lint 0 errors (39 warns), build green, 17/17 e2e probe.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
null