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 <[email protected]>
- 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 <[email protected]>
- 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 <[email protected]>
- 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
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