New services/ofxImportService.js parses OFX 1.x (SGML, unclosed leaf tags),
OFX 2.x (XML) and QFX (+ Intuit tags ignored) into the same normalized shape the
CSV path produces, then writes through the SAME shared primitives (session table,
(user_id, data_source_id, provider_transaction_id) dedupe, import_history) — now
exported from csvTransactionImportService (additive; CSV tests still pass).
- Routes POST /api/import/ofx/{preview,commit} mirror the CSV two-step (raw
upload → structured commit; no column mapping since OFX is structured).
- UI: ImportOfxSection (upload → preview list → import) in the Import pane;
amounts shown via formatCentsUSD; toasts on preview/commit/malformed.
- Gap handling: signed TRNAMT → signed cents; DTPOSTED → YYYY-MM-DD; FITID →
stable provider id (hash fallback); non-OFX / empty files rejected clearly.
Tests: tests/ofxImportService.test.js (SGML + XML/QFX parse, entity decode,
signed cents, preview→commit, re-import dedupe, import_history). Server 129 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
match_status, matched_bill_id and ignored must move together, but they were
updated by copy-pasted inline UPDATEs across six routes/services — exactly how
they drift apart (QA-B5-04 left match_status='matched' with a NULL bill).
Add services/transactionMatchState.js (markMatched / markUnmatched / markIgnored,
each ownership-scoped, returning rows changed) and route the six single-
transaction transitions through it: matchTransactionToBill, unmatchTransaction,
ignoreTransaction, unignoreTransaction (transactionMatchService), the match/
unmatch handlers (routes/matches), and unmatch-on-payment-delete (routes/
transactions, routes/payments).
Guarded bulk auto-match sweeps (subscription tracking, merchant-rule matching,
historical import) and the retention purge intentionally keep their own queries
— their WHERE clauses carry idempotency guards (AND match_status='unmatched')
the simple helper must not silently drop.
Test: tests/transactionMatchState.test.js (transitions + ownership scoping).
transactionMatchService/subscriptionService regression suites still pass;
server 122 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bills soft-delete and are retained 30 days, but the only way back was the
transient "Undo" toast — dismiss it and a bill deleted an hour ago was
unrecoverable from the UI (even though the API and retention kept it).
- GET /api/bills/deleted lists soft-deleted bills still inside the recovery
window, newest first, with days_left (declared before /:id). User-scoped.
- BillsPage shows a "Recently deleted (N)" button when any exist, opening a
dialog to restore each one; restoring refreshes the active list too.
- The list fetch is non-blocking (never blanks the page); restore is
try/catch + toast; dialog has empty and per-row busy states.
Tests: tests/billsDeletedRoute.test.js (window filter, ordering, days_left,
money serialization, user isolation). Server 116 pass; client 46; build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- updateCheckService: gate the external request on `update_check_enabled`
(default on); when off, no network call, returns { disabled: true }
- aboutAdmin: GET/PUT /update-check-setting (admin-only) to toggle it
- StatusPage: a Switch on the admin System Status card to enable/disable
- privacy.js: state that an admin can disable it (was called "optional" with
no actual opt-out)
- tests/updateCheckOptOut.test.js: proves no external fetch when disabled
- docs: archive QA-B16-01, B16 ✅
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- extract buildUserDbExportFile() from routes/export.js so the SQLite user-DB
export is testable (route behavior unchanged)
- tests/exportImportRoundTrip.test.js: export user A (bill/payment/override) →
import into fresh user B → assert all money survives exactly in cents. Confirms
the export(fromCents)/import(toCents) conversion is symmetric — no 100x drift —
and guards it from regressing.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- routes/summary buildBankTracking: fetch unpaid candidates and filter by
resolveDueDate in JS so annual / off-month quarterly bills don't inflate the
SimpleFIN "unpaid this month" metric (completes the occurrence-gating family)
- add tests/summaryBankTracking.test.js (isolated route test)
- docs: archive QA-B5-02; Active Findings Log now empty (0 open)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- routes/summary: filter the expense list by resolveDueDate so annual and
off-month quarterly bills no longer inflate the monthly total / "monthly
result" — the Summary now agrees with the Tracker for the same month (QA-B5-01)
- add a Tracker<->Summary reconciliation guard in e2e/api.probe.spec.js
- docs: archive QA-B5-01; track QA-B5-02 (SimpleFIN unpaid_this_month residual)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Wire four push channels into runNotifications() with urgency mapping
- push_url and push_token encrypted at rest via AES-256-GCM
- Profile page Push card with master toggle, channel picker, test button
- Calendar CashFlowCard with period/month projections and negative alert
- Tracker card shows projected amount when cashflow data available
- Merchant rules link bills to bank transaction patterns for auto-import
- Live preview badge shows match count as user types merchant name
- Inline conflict warning if another bill already owns that pattern
- Retroactive sync on save — imports historical payments immediately
- Green Bank chip on bill list items with active rules
- New endpoints: GET/POST/DELETE merchant-rules + GET preview
- Opt-in Bank Budget Tracking mode replaces manual starting amounts with live bank balance
- Calendar money map shows Balance / Pending / Unpaid Bills / After Bills in bank mode
- Pending badge (amber) on tracker rows within configurable pending window (0-7 days)
- New GET /api/data-sources/accounts/all endpoint for account picker
- Tracker starting-amounts card shows account name and live balance hint
PATCH /api/snowball/order silently skipped rows with bad ids or invalid
snowball_order values via bare 'continue' — no feedback, partial updates.
Now validates every item before touching the DB, returning 400 on the first
bad entry. Also adds deleted_at IS NULL filter so soft-deleted bills are
skipped instead of updated silently.
- Copy pipeline-report.py from Pipeline project into scripts/
- Update TOOLS.md and MEMORY.md to reflect workflow consolidation
- (includes all uncommitted v0.36.0 changes from prior session)
Detects when a bill's recent payments have diverged from its configured
expected amount for 2+ consecutive months and surfaces it in a new
collapsible amber panel on the Tracker page.
- Migration v0.71: adds `drift_snoozed_until` to bills and
`notify_amount_change` to users
- New `driftService.getDriftReport()`: computes per-bill payment median
over last 3 months, flags drift above a user-configurable threshold
(default 5%, minimum $1 delta)
- New `GET /api/bills/drift-report` and `POST /api/bills/:id/snooze-drift`
routes (registered before `/:id` to avoid routing conflict)
- `runDriftNotifications()` added to daily worker — sends amber digest
email per user listing all changed bills with old → new amounts
- `notify_amount_change` wired through profile and notifications routes
- `DriftInsightPanel`: collapsible amber panel with per-bill
strikethrough old → new amount, ±% badge, TrendingUp/TrendingDown
icons, "Update to $X.XX" (with undo toast) and "Dismiss" (30 days)
actions; teal palette for price decreases
- `drift_threshold_pct` setting added to SettingsPage Billing Behavior
- "Notify on price changes" toggle added to ProfilePage notifications
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New backfillDataSource export and POST route for 89-day history pull
- Auto-seed 89 days on first connect, 30 days for routine syncs
- sinceEpoch() replaced with sinceEpochDays(days) with explicit param
- Status page errorRow now filters AND status = 'error'
- Full status page redesign: colored top borders, card icons, section labels,
health banner with glowing dot, consistent spacing
- Bump v0.33.8.3 -> v0.33.8.4
- Sub badge (indigo) in all 4 locations, toggleable in Bills prefs
- SimpleFIN Sync card on Status page
- dailyWorker.start() now called on startup
- tracker.overdue_count uses real SQL query
- Status page accuracy: dynamic headers, Degraded state, worker last_error check
- Removed SimpleFIN prefix from Recommendations title
- Bump v0.33.8.2 -> v0.33.8.3
- Migration v0.68: seeds advisory_non_bill_filters (5k+ patterns) and
advisory_bill_like_overrides (83 override terms) on first startup.
Idempotent — skips if already seeded.
- advisoryFilterService.js: lazy in-memory cache checks override terms
first, then scans patterns. Returns null | {confidence, category, rationale}.
- Transaction list: each row gets advisory_filter from the server.
- High-confidence unmatched transactions: show 'Probably not a bill'
italic text instead of 'No bill linked'.
- MatchBillDialog high confidence: 'Create Bill' replaced with
'Probably not a bill · create anyway' text link for manual override.
- MatchBillDialog medium confidence: Create Bill button renders muted.
- Same logic in empty-state CTA when search returns no results.
- BillModal onSave now returns the saved bill so callers can auto-match.
- Bump v0.33.7.3 -> v0.33.8.0
- Removed duplicate unmatchTransaction API entry in api.js
- Unmonitored accounts: no chevron, click-to-expand disabled, tx panel hidden
- matched_bill_name included via LEFT JOIN bills in accounts query
- BillPickerDialog resets search/selection on open
- Link to bill: marks historical txs matched, stores merchant rule,
applyMerchantRules catches other unmatched txs from same merchant
- Track (new subscription): creates bill with is_subscription=1, stores
merchant rule for ongoing tracking
- SimpleFIN sync: applyMerchantRules runs after tx insert, auto-matches
by merchant rule with payment_source='auto_match'
- Auto-match payments have transaction_id set, treated same as manual matches
- New services/billMerchantRuleService.js for rule storage and matching
- Migration for bill_merchant_rules table
Backend:
- POST /api/matches/confirm — atomic payment creation + transaction match
- POST /api/matches/:transactionId/unmatch — soft-delete payment, reset transaction
- Account transactions include matched_bill_id and matched_bill_name
Frontend:
- Unmatched transactions show + match pill button
- BillPickerDialog with transaction details + searchable bill list
- Confirm creates payment and updates row immediately
- Matched transactions show Unlink icon to remove match
- Toast on success with bill name and date
- Amount-bucket grouping ensures consistent charges are grouped together
- Catalog lookup names and boosts the result
- Deduplication ensures one recommendation per known service
- Removed catalog-first rewrite
- bankSyncConfigService: SYNC_DAYS_MAX=90, getBankSyncConfig clamps on read,
setSyncDays rejects >90 with explanation
- bankSyncService: every sync requests full sync_days window, dedup handles
already-seen transactions
- dataSources status endpoint returns sync_days alongside enabled
- BankSyncAdminCard: input max 90, live clamp, description cites Bridge limit
- BankSyncSection: third stat tile showing History window X days
- bankSyncService: removed local syncDaysBack() reading env directly;
sinceEpoch() now calls getBankSyncConfig().sync_days
- bankSyncConfigService: added setSyncDays() with 1-730 day validation
- routes/admin: PUT accepts sync_days alongside enabled/sync_interval_hours
- BankSyncAdminCard: Transaction history days input, loaded from config,
defaults 90, dirty-checked on save
Backend:
- v0.64 migration: monitored column on financial_accounts
- GET/PUT data-sources accounts endpoints for monitored toggle + tx listing
- matchSuggestionService: excludes unmonitored accounts from match scoring
Frontend:
- BankSyncSection rebuild: accounts panel with monitored switch, expand for
last 50 transactions, match status badges, optimistic toggle
- TransactionMatchingSection: toast on bills load failure
- DataPage: toast on import history load failure
- ProfilePage: toast on both login history fetch failures
Added subscription metadata to bills: is_subscription, type, reminder_days, source, detected_at
Backend subscription API (routes/subscriptions.js)
SimpleFIN recommendation logic (services/subscriptionService.js)
New /subscriptions page (client/pages/SubscriptionsPage.jsx)
Track-as-subscription controls in BillModal.jsx
Navigation under Tracker menu
Accepting a recommendation creates a subscription-backed bill + links detected transactions
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