- statusService: resolveDueSoonDays (clamp 0–31, default 3) replaces the
hardcoded 3-day threshold in calculateStatus; threaded via options.dueSoonDays
through rowOptions in trackerService (×2) and routes/calendar.
- New per-user 'due_soon_days' setting registered in the whitelist + defaults.
- Settings: numeric "Due soon window" row next to Grace period, with min/max +
clamp guard. Tooltips added to Grace period, Due-soon, and Price-change
sensitivity explaining each.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- New per-user 'week_start' setting (0=Sun default / 1=Mon), registered in
USER_SETTING_KEYS + USER_SETTING_DEFAULTS.
- CalendarPage reads it and offsets the month grid: leading-blank count
(getDay()-weekStart+7)%7 and a rotated weekday header. Purely presentational.
- Settings: Sun/Mon Select in the new "Regional" section. Also aligns the
grace_period_days client default (3→5) with the server seed.
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>
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>
- 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>
- 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>
The payment-input gate (well-tested by Phase 1) migrates to TypeScript as
a .cts (CommonJS) module: keeps require/module.exports, imports the branded
Cents type from money.mts, and casts the require(esm) result so toCents/
fromCents keep their branded signatures. This proves the low-churn path for
the ~90 remaining CJS services/routes (no require→import rewrite needed).
Both server-TS patterns now proven end-to-end: .mts (ESM, type-source) +
.cts (CJS). typecheck:server clean; suite 225 + probe 17/17.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
dates.mts (ESM, typed) joins money.mts — the two most-required server
leaves are now TypeScript. Added .cts to the server tsconfig for the
CJS-module migration path. typecheck:server clean; suite 225 + probe 17/17.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Establishes the server-TypeScript foundation and migrates utils/money →
utils/money.mts with branded Cents/Dollars (mirroring the client), so the
cents↔dollars boundary — the origin of the reconciliation bug class — is a
compile error for any typed server caller.
Approach (no build step): Node 25 runs .ts natively (type-stripping).
Migrated modules use the explicit-ESM .mts extension (the project is
"type":"commonjs", which disables .ts ESM auto-detection) and are required
from the CJS callers via Node's require(esm) — verified working. Infra:
tsconfig.server.json (allowJs + checkJs:false → incremental like the
client), npm run typecheck:server, check:server extended to .mts, wired
into ci. 28 require sites repointed to money.mts.
typecheck:server clean; full server suite 225 + e2e probe 17/17 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The maintained line, and it forwards rejected async handlers to the error
middleware natively — closing the Express-4 gap where a throw in an async
route became an unhandled rejection that hung the request (this is why no
throwaway asyncHandler wrapper was needed). Small surface: only three
bare-* routes needed the path-to-regexp-v8 named-wildcard form
(/api/*splat, /legacy/*splat, /{*splat}); no removed APIs in use, all
req.query uses are reads. Suite 225 + probe 17/17 green.
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>
Client: _fetch had no timeout — a hung request (server accepted the
connection but never responds) spun the UI forever with no error. Now
wrapped in AbortSignal.timeout(120s, generous enough for the slowest
legit import/sync/backup on a LAN) and both timeout and network failure
map to a clean ApiError (REQUEST_TIMEOUT / NETWORK_ERROR) so they surface
as a normal error toast instead of a freeze or raw 'Failed to fetch'.
Server: the global error handler now returns next(err) when res.headersSent,
so an error after a partial response can't throw 'cannot set headers'.
(The async-handler-hang gap is folded into the Express 5 upgrade in Phase
2.2, which forwards async rejections natively — no throwaway wrapper.)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
billMerchantRuleService.syncBillPaymentsFromSimplefin (a money-CREATING
path): a rule-matched unmatched transaction becomes exactly one
provider_sync payment (cents, tx→matched), re-running is idempotent (no
dup — match-status filter + the UNIQUE(transaction_id) index), and a
non-matching tx is left alone. spendingService budgets: dollars↔cents
round-trip + set/update/clear. Suite 221 green.
(spreadsheet createPaymentFromImport dedupe is analogous to the payment
atomicity already covered in Track A; a full XLSX-parse test is deferred
as lower-value/high-setup.)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Pure-function coverage of the validator that normalizes dollars→cents and
rejects bad input before it touches a balance: required-field errors +
field tag, dollars→cents conversion, positive-amount enforcement (rejects
0/negative/non-numeric; documents the intentional lack of an upper bound),
real-calendar-date validation (Feb 30 / month 13), payment_source
whitelist, and the require* option matrix. Suite 215 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Pins the auth-core invariants: bcrypt password round-trip, wrong-password
→ bad_password (feeds lockout), unknown user → null (no enumeration);
sessions stored HASHED (sha256), never the raw token; the session
lifecycle (create/lookup/expire/rotate/invalidate/prune); and
rotateSessionId enforcing ownership + killing the old session.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Zero coverage on the AES-256-GCM + HKDF crypto that protects SimpleFIN
bank tokens, TOTP/recovery secrets, SMTP/OIDC creds and login-history
PII. A silent break in decryptSecret or the startup reEncryptWithEnvKey
migration would render every stored secret unrecoverable, invisibly.
Covers: round-trip on both key paths (env e2: / db v2:), unicode/empty/
large payloads, GCM tamper rejection, legacy (pre-v0.78 SHA-256) decrypt,
the env-key-required error, and the migration (migrate/skip/idempotent/
corrupt-tolerant). Suite 200 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Eight in-flight commits targeting v0.41.0 (Track A money integrity,
Track B reconciliation tests, Track C API response typing across
auth/snowball/subscriptions/spending/bank-ledger, Track D 500
handler code:'INTERNAL_ERROR') are not yet pushed. Documenting them
in the manual so it stays current with the code that will land next.
Section updates:
- Header: keep package version 0.40.0, note v0.41.0 is the in-flight
target; 'Last Updated' 2026-07-05.
- Notable changes: 4 new bullets summarizing Track A/B/C/D.
- API client (7): list Track C response typing and Track D error shape
with cross-references to the sections where each is detailed.
- Domain types (7): expand to include User, SnowballProjection,
SnowballSettings, Subscription*, Spending*, BankLedger*, CategoryGroup,
CopyBudgetsResponse. Note single-consumer non-money casts left in
place as a deliberate Track C stop.
- Auth state (7): User moved to @/types, re-exported from useAuth.
- client/lib/ (7): add paymentActions.ts (createPaymentOrConfirm).
- Response conventions (5): add 'INTERNAL_ERROR' for 500s; note
409 DUPLICATE_SUSPECTED on POST /payments.
- Payments (5.5): Track A notes — transactional balance mutations,
409 allow_duplicate flag, 409 DUPLICATE_SUSPECTED response shape,
new tests/paymentsRoute.test.js and tests/reconciliation.test.js.
- Verification checklist (11): list 8 unpushed Track commits with
one-line summaries and 19-file diff stat (813+/415-).
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>
Pins that Tracker, Analytics, Bills, and Summary agree on a month's
expected/paid totals — the 'same number, different truth' bug class
(QA-B5/B9). Hand-seeds an off-month annual bill, an occurring quarterly
bill, and monthly bills w/ full+partial payments; asserts in integer
cents that Analytics.expected / Bills-gated-sum / Summary.expense_total
all == Tracker.total_expected, Analytics.actual == Tracker.total_paid,
and the off-month annual inflates no surface. All reconcile today; the
harness makes future gating drift fail loudly. Suite 193 green.
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>
Quick/bulk-pay were already atomic (X1); the audit found the row write +
applyBalanceDelta split across two un-transactional statements on manual
POST /payments, autopay-confirm, DELETE (unpay), restore, and PUT (edit,
where the bill-balance write and the payment UPDATE weren't atomic). A
failure between the two could leave a payment without its balance
adjustment (or a balance reversed without the row deleted). Each is now a
single db.transaction(). Behavior-preserving.
tests/paymentsRoute.test.js pins the create→delete→restore→edit balance
round-trip + double-restore no-op. Full suite 186 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The living QA doc's copy-pasteable coverage-recon greps pointed at
client/App.jsx, Sidebar.jsx, <Page>.jsx and the B-UI primitive census
listed button.jsx/input.jsx/etc — all now .tsx, so the commands errored
('No such file'). Retargeted to .tsx (+ useAutoSave.test.ts) and noted
that recon greps target .tsx and 'npm run typecheck' is now a guard.
Behavior-only migration: client 42/42 + e2e probe 17/17 stay green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Records the final 5-page batch (Snowball, BankTransactions, Spending,
Bills, Subscriptions) and the dead-total-state find TypeScript surfaced.
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.
null