BillTracker/db/database.js

3180 lines
147 KiB
JavaScript
Raw Normal View History

2026-05-03 19:51:57 -05:00
const Database = require('better-sqlite3');
const path = require('path');
const fs = require('fs');
// Lazy import for auditService — cannot require at top level due to circular dependency
// (auditService -> database.js -> auditService). Use getLogAudit() instead of logAudit directly.
let _logAudit = null;
function getLogAudit() {
if (!_logAudit) {
try { _logAudit = require('../services/auditService').logAudit; } catch { _logAudit = () => {}; }
}
return _logAudit;
}
2026-05-03 19:51:57 -05:00
const DB_PATH = process.env.DB_PATH || path.join(__dirname, 'bills.db');
const SCHEMA_PATH = path.join(__dirname, 'schema.sql');
2026-05-04 16:38:03 -05:00
const DEFAULT_CATEGORIES = [
'Housing',
'Utilities',
'Credit Cards',
2026-05-16 10:56:56 -05:00
'Food',
2026-05-04 16:38:03 -05:00
'Loans',
'Insurance',
2026-05-16 10:56:56 -05:00
'Beauty',
'Entertainment',
2026-05-04 16:38:03 -05:00
'Subscriptions',
2026-05-16 10:56:56 -05:00
'Pets',
2026-05-04 16:38:03 -05:00
'Phone & Internet',
'Transportation',
'Medical',
'Other',
];
2026-05-03 19:51:57 -05:00
2026-05-09 13:03:36 -05:00
// ── SQL Whitelist Mappings ────────────────────────────────────────────────────
// Security FIX (2026-05-08): Whitelist all allowed column names to prevent SQL injection
// in migrations that use dynamic ALTER TABLE statements.
const COLUMN_WHITELIST = new Set([
// users table columns
'active', 'is_default_admin', 'notification_email', 'notifications_enabled',
'notify_3d', 'notify_1d', 'notify_due', 'notify_overdue', 'notify_amount_change',
2026-05-09 13:03:36 -05:00
'display_name', 'last_password_change_at', 'auth_provider', 'external_subject',
'email', 'last_login_at',
// payments table columns
2026-05-16 20:26:09 -05:00
'deleted_at', 'payment_source', 'transaction_id',
2026-05-09 13:03:36 -05:00
// monthly_starting_amounts table columns
'other_amount',
// bills table columns
'history_visibility', 'interest_rate', 'user_id',
2026-05-14 02:11:54 -05:00
'current_balance', 'minimum_payment', 'snowball_order', 'snowball_include',
2026-05-30 16:13:37 -05:00
'sort_order', 'snowball_exempt', 'is_subscription', 'subscription_type', 'reminder_days_before',
'subscription_source', 'subscription_detected_at', 'deleted_at', 'drift_snoozed_until',
// categories table columns
'sort_order',
// sessions table columns
'created_at',
// financial_accounts table columns
'monitored',
2026-05-09 13:03:36 -05:00
]);
// Security validation function for column names
function isValidColumnName(col) {
if (!col || typeof col !== 'string') return false;
// Must be in whitelist AND match valid SQL identifier pattern
return COLUMN_WHITELIST.has(col) && /^[a-z0-9_]+$/i.test(col);
}
// Security validation function for SQL definition fragments
function isValidSqlDefinition(def) {
if (!def || typeof def !== 'string') return false;
// Allow standard column definitions but reject any user input
// This is safe because all definitions are hardcoded here
return /^[\w\s\(\)\',!@#$%^&*+=\[\]<>\-.]+$/i.test(def);
}
// ── Subscription catalog seed ─────────────────────────────────────────────────
// [rank, name, category, subscription_type, website, domain]
const SUBSCRIPTION_CATALOG_ROWS = [
[1,'Netflix','Video Streaming','streaming','https://www.netflix.com/','netflix.com'],
[2,'Amazon Prime Video','Video Streaming','streaming','https://www.primevideo.com/','primevideo.com'],
[3,'Hulu','Video Streaming','streaming','https://www.hulu.com/','hulu.com'],
[4,'Disney+','Video Streaming','streaming','https://www.disneyplus.com/','disneyplus.com'],
[5,'Max','Video Streaming','streaming','https://www.max.com/','max.com'],
[6,'Peacock','Video Streaming','streaming','https://www.peacocktv.com/','peacocktv.com'],
[7,'Paramount+','Video Streaming','streaming','https://www.paramountplus.com/','paramountplus.com'],
[8,'Apple TV+','Video Streaming','streaming','https://tv.apple.com/','tv.apple.com'],
[9,'YouTube Premium','Video Streaming','streaming','https://www.youtube.com/premium','youtube.com'],
[10,'ESPN+','Sports Streaming','streaming','https://plus.espn.com/','plus.espn.com'],
[11,'YouTube TV','Live TV Streaming','streaming','https://tv.youtube.com/','tv.youtube.com'],
[12,'Sling TV','Live TV Streaming','streaming','https://www.sling.com/','sling.com'],
[13,'Fubo','Live TV Streaming','streaming','https://www.fubo.tv/','fubo.tv'],
[14,'DirecTV Stream','Live TV Streaming','streaming','https://streamtv.directv.com/','streamtv.directv.com'],
[15,'Philo','Live TV Streaming','streaming','https://www.philo.com/','philo.com'],
[16,'Starz','Video Streaming','streaming','https://www.starz.com/','starz.com'],
[17,'MGM+','Video Streaming','streaming','https://www.mgmplus.com/','mgmplus.com'],
[18,'AMC+','Video Streaming','streaming','https://www.amcplus.com/','amcplus.com'],
[19,'BET+','Video Streaming','streaming','https://www.bet.plus/','bet.plus'],
[20,'Crunchyroll','Video Streaming','streaming','https://www.crunchyroll.com/','crunchyroll.com'],
[21,'HIDIVE','Video Streaming','streaming','https://www.hidive.com/','hidive.com'],
[22,'Shudder','Video Streaming','streaming','https://www.shudder.com/','shudder.com'],
[23,'Acorn TV','Video Streaming','streaming','https://acorn.tv/','acorn.tv'],
[24,'BritBox','Video Streaming','streaming','https://www.britbox.com/','britbox.com'],
[25,'The Criterion Channel','Video Streaming','streaming','https://www.criterionchannel.com/','criterionchannel.com'],
[26,'MUBI','Video Streaming','streaming','https://mubi.com/','mubi.com'],
[27,'Discovery+','Video Streaming','streaming','https://www.discoveryplus.com/','discoveryplus.com'],
[28,'Hallmark+','Video Streaming','streaming','https://www.hallmarkplus.com/','hallmarkplus.com'],
[29,'PBS Passport','Video Streaming','streaming','https://www.pbs.org/passport/','pbs.org'],
[30,'MagellanTV','Video Streaming','streaming','https://www.magellantv.com/','magellantv.com'],
[31,'Curiosity Stream','Video Streaming','streaming','https://curiositystream.com/','curiositystream.com'],
[32,'Nebula','Video Streaming','streaming','https://nebula.tv/','nebula.tv'],
[33,'WOW Presents Plus','Video Streaming','streaming','https://www.wowpresentsplus.com/','wowpresentsplus.com'],
[34,'ViX Premium','Video Streaming','streaming','https://vix.com/','vix.com'],
[35,'FloSports','Sports Streaming','streaming','https://www.flosports.tv/','flosports.tv'],
[36,'DAZN','Sports Streaming','streaming','https://www.dazn.com/','dazn.com'],
[37,'MLB.TV','Sports Streaming','streaming','https://www.mlb.com/live-stream-games/subscribe','mlb.com'],
[38,'NBA League Pass','Sports Streaming','streaming','https://www.nba.com/watch/league-pass-stream','nba.com'],
[39,'NHL Power Play on ESPN+','Sports Streaming','streaming','https://www.espn.com/espnplus/catalog/nhl','espn.com'],
[40,'NFL+','Sports Streaming','streaming','https://www.nfl.com/plus/','nfl.com'],
[41,'Spotify Premium','Music & Audio','music','https://www.spotify.com/premium/','spotify.com'],
[42,'Apple Music','Music & Audio','music','https://www.apple.com/apple-music/','apple.com'],
[43,'Amazon Music Unlimited','Music & Audio','music','https://music.amazon.com/','music.amazon.com'],
[44,'Pandora Premium','Music & Audio','music','https://www.pandora.com/upgrade','pandora.com'],
[45,'SiriusXM','Music & Audio','music','https://www.siriusxm.com/','siriusxm.com'],
[46,'TIDAL','Music & Audio','music','https://tidal.com/','tidal.com'],
[47,'Qobuz','Music & Audio','music','https://www.qobuz.com/us-en/music/streaming/offers','qobuz.com'],
[48,'SoundCloud Go+','Music & Audio','music','https://soundcloud.com/go','soundcloud.com'],
[49,'Deezer','Music & Audio','music','https://www.deezer.com/us/offers','deezer.com'],
[50,'iHeartRadio Plus','Music & Audio','music','https://www.iheart.com/plus/','iheart.com'],
[51,'Audible','Audiobooks','education','https://www.audible.com/','audible.com'],
[52,'Spotify Audiobooks','Audiobooks','education','https://www.spotify.com/us/audiobooks/','spotify.com'],
[53,'Everand','Audiobooks & Ebooks','education','https://www.everand.com/','everand.com'],
[54,'Scribd','Documents & Ebooks','education','https://www.scribd.com/','scribd.com'],
[55,'Kindle Unlimited','Ebooks','education','https://www.amazon.com/kindle-dbs/hz/subscribe/ku','amazon.com'],
[56,'Kobo Plus','Ebooks & Audiobooks','education','https://www.kobo.com/us/en/plus','kobo.com'],
[57,'Libro.fm','Audiobooks','education','https://libro.fm/','libro.fm'],
[58,'Blinkist','Books & Learning','education','https://www.blinkist.com/','blinkist.com'],
[59,'Pocket Casts Plus','Podcasts','music','https://pocketcasts.com/plus/','pocketcasts.com'],
[60,'Wondery+','Podcasts','music','https://wondery.com/plus/','wondery.com'],
[61,'The New York Times','News & Magazines','news','https://www.nytimes.com/subscription','nytimes.com'],
[62,'The Wall Street Journal','News & Magazines','news','https://www.wsj.com/news/subscribe','wsj.com'],
[63,'The Washington Post','News & Magazines','news','https://subscribe.washingtonpost.com/','subscribe.washingtonpost.com'],
[64,'The Atlantic','News & Magazines','news','https://www.theatlantic.com/subscribe/','theatlantic.com'],
[65,'The New Yorker','News & Magazines','news','https://www.newyorker.com/subscribe','newyorker.com'],
[66,'Bloomberg.com','News & Magazines','news','https://www.bloomberg.com/subscriptions','bloomberg.com'],
[67,'Financial Times','News & Magazines','news','https://www.ft.com/products','ft.com'],
[68,'The Economist','News & Magazines','news','https://www.economist.com/subscribe','economist.com'],
[69,'TIME','News & Magazines','news','https://time.com/subscribe/','time.com'],
[70,'WIRED','News & Magazines','news','https://www.wired.com/subscribe/','wired.com'],
[71,'Consumer Reports','News & Magazines','news','https://www.consumerreports.org/join/','consumerreports.org'],
[72,'Politico Pro','News & Magazines','news','https://www.politicopro.com/','politicopro.com'],
[73,'The Athletic','Sports Media','streaming','https://theathletic.com/','theathletic.com'],
[74,'Substack','Creator Media','news','https://substack.com/','substack.com'],
[75,'Medium','Creator Media','news','https://medium.com/membership','medium.com'],
[76,'Patreon','Creator Media','news','https://www.patreon.com/','patreon.com'],
[77,'Apple News+','News & Magazines','news','https://www.apple.com/apple-news/','apple.com'],
[78,'Readly','News & Magazines','news','https://us.readly.com/','us.readly.com'],
[79,'PressReader','News & Magazines','news','https://www.pressreader.com/','pressreader.com'],
[80,'The Information','News & Magazines','news','https://www.theinformation.com/subscribe','theinformation.com'],
[81,'Microsoft 365','Software & Productivity','software','https://www.microsoft.com/microsoft-365','microsoft.com'],
[82,'Google One','Cloud & Storage','cloud','https://one.google.com/','one.google.com'],
[83,'iCloud+','Cloud & Storage','cloud','https://www.apple.com/icloud/','apple.com'],
[84,'Dropbox','Cloud & Storage','cloud','https://www.dropbox.com/plans','dropbox.com'],
[85,'Box','Cloud & Storage','cloud','https://www.box.com/pricing','box.com'],
[86,'Adobe Creative Cloud','Software & Design','software','https://www.adobe.com/creativecloud.html','adobe.com'],
[87,'Canva Pro','Software & Design','software','https://www.canva.com/pro/','canva.com'],
[88,'Figma','Software & Design','software','https://www.figma.com/pricing/','figma.com'],
[89,'Notion','Software & Productivity','software','https://www.notion.so/pricing','notion.so'],
[90,'Evernote','Software & Productivity','software','https://evernote.com/compare-plans','evernote.com'],
[91,'Todoist','Software & Productivity','software','https://todoist.com/pricing','todoist.com'],
[92,'Grammarly','Writing & AI','software','https://www.grammarly.com/plans','grammarly.com'],
[93,'ChatGPT','AI','software','https://chatgpt.com/pricing','chatgpt.com'],
[94,'Claude.ai','AI','software','https://claude.ai/upgrade','anthropic.com'],
[95,'Perplexity','AI','software','https://www.perplexity.ai/pro','perplexity.ai'],
[96,'Gemini Advanced','AI','software','https://one.google.com/about/google-ai-plans/','one.google.com'],
[97,'GitHub Copilot','Developer Tools','software','https://github.com/features/copilot/plans','github.com'],
[98,'Cursor','Developer Tools','software','https://www.cursor.com/pricing','cursor.com'],
[99,'Replit','Developer Tools','software','https://replit.com/pricing','replit.com'],
[100,'Setapp','Software & Productivity','software','https://setapp.com/','setapp.com'],
[101,'1Password','Security','security','https://1password.com/pricing','1password.com'],
[102,'Dashlane','Security','security','https://www.dashlane.com/pricing','dashlane.com'],
[103,'NordVPN','Security','security','https://nordvpn.com/pricing/','nordvpn.com'],
[104,'ExpressVPN','Security','security','https://www.expressvpn.com/','expressvpn.com'],
[105,'Surfshark','Security','security','https://surfshark.com/pricing','surfshark.com'],
[106,'Norton 360','Security','security','https://us.norton.com/products','us.norton.com'],
[107,'McAfee+','Security','security','https://www.mcafee.com/en-us/consumer-support/pricing.html','mcafee.com'],
[108,'QuickBooks Online','Finance Software','software','https://quickbooks.intuit.com/pricing/','quickbooks.intuit.com'],
[109,'TurboTax Live','Finance Software','software','https://turbotax.intuit.com/personal-taxes/online/live/','turbotax.intuit.com'],
[110,'YNAB','Finance Software','software','https://www.ynab.com/pricing','ynab.com'],
[111,'Rocket Money Premium','Finance Software','software','https://www.rocketmoney.com/premium','rocketmoney.com'],
[112,'Copilot Money','Finance Software','software','https://copilot.money/','copilot.money'],
[113,'Calendly','Software & Productivity','software','https://calendly.com/pricing','calendly.com'],
[114,'Zoom Workplace','Software & Productivity','software','https://www.zoom.com/en/pricing/','zoom.com'],
[115,'Slack','Software & Productivity','software','https://slack.com/pricing','slack.com'],
[116,'Xbox Game Pass','Gaming','gaming','https://www.xbox.com/en-US/xbox-game-pass','xbox.com'],
[117,'PlayStation Plus','Gaming','gaming','https://www.playstation.com/en-us/ps-plus/','playstation.com'],
[118,'Nintendo Switch Online','Gaming','gaming','https://www.nintendo.com/us/switch/online/','nintendo.com'],
[119,'Apple Arcade','Gaming','gaming','https://www.apple.com/apple-arcade/','apple.com'],
[120,'EA Play','Gaming','gaming','https://www.ea.com/ea-play','ea.com'],
[121,'Ubisoft+','Gaming','gaming','https://www.ubisoft.com/en-us/ubisoft-plus','ubisoft.com'],
[122,'NVIDIA GeForce NOW','Gaming','gaming','https://www.nvidia.com/en-us/geforce-now/memberships/','nvidia.com'],
[123,'Roblox Premium','Gaming','gaming','https://www.roblox.com/premium/membership','roblox.com'],
[124,'Fortnite Crew','Gaming','gaming','https://www.fortnite.com/fortnite-crew-subscription','fortnite.com'],
[125,'Minecraft Realms','Gaming','gaming','https://www.minecraft.net/realms','minecraft.net'],
[126,'Twitch Turbo','Creator & Social','news','https://www.twitch.tv/turbo','twitch.tv'],
[127,'Discord Nitro','Creator & Social','news','https://discord.com/nitro','discord.com'],
[128,'X Premium','Creator & Social','news','https://help.x.com/en/using-x/x-premium','help.x.com'],
[129,'Snapchat+','Creator & Social','news','https://www.snapchat.com/plus','snapchat.com'],
[130,'TikTok Live Subscription','Creator & Social','news','https://www.tiktok.com/live/creators/en-US/subscription/','tiktok.com'],
[131,'Meta Verified','Creator & Social','news','https://about.meta.com/technologies/meta-verified/','about.meta.com'],
[132,'LinkedIn Premium','Career & Social','news','https://premium.linkedin.com/','premium.linkedin.com'],
[133,'Tinder Gold','Dating','other','https://tinder.com/feature/plus','tinder.com'],
[134,'Bumble Premium','Dating','other','https://bumble.com/en/the-buzz/bumble-premium','bumble.com'],
[135,'Hinge+','Dating','other','https://hinge.co/hinge-plus','hinge.co'],
[136,'Amazon Prime','Shopping & Delivery','shopping','https://www.amazon.com/amazonprime','amazon.com'],
[137,'Walmart+','Shopping & Delivery','shopping','https://www.walmart.com/plus','walmart.com'],
[138,'Target Circle 360','Shopping & Delivery','shopping','https://www.target.com/circle/target-circle-360','target.com'],
[139,'Costco','Warehouse Clubs','shopping','https://www.costco.com/join-costco.html','costco.com'],
[140,'Sam\'s Club','Warehouse Clubs','shopping','https://www.samsclub.com/join','samsclub.com'],
[141,'BJ\'s Wholesale Club','Warehouse Clubs','shopping','https://www.bjs.com/membership','bjs.com'],
[142,'Instacart+','Grocery & Delivery','food','https://www.instacart.com/instacart-plus','instacart.com'],
[143,'DoorDash DashPass','Food Delivery','food','https://www.doordash.com/dashpass/','doordash.com'],
[144,'Uber One','Food & Rides','food','https://www.uber.com/us/en/u/uber-one/','uber.com'],
[145,'Grubhub+','Food Delivery','food','https://www.grubhub.com/plus','grubhub.com'],
[146,'Shipt','Grocery & Delivery','food','https://www.shipt.com/membership/','shipt.com'],
[147,'Kroger Boost','Grocery & Delivery','food','https://www.kroger.com/pr/boost','kroger.com'],
[148,'Thrive Market','Grocery & Delivery','food','https://thrivemarket.com/','thrivemarket.com'],
[149,'Misfits Market','Grocery & Delivery','food','https://www.misfitsmarket.com/','misfitsmarket.com'],
[150,'Imperfect Foods','Grocery & Delivery','food','https://www.imperfectfoods.com/','imperfectfoods.com'],
[151,'Chewy Autoship','Pet Retail','shopping','https://www.chewy.com/app/content/autoship','chewy.com'],
[152,'Petco Vital Care Premier','Pet Retail','shopping','https://www.petco.com/shop/en/petcostore/c/vitalcare','petco.com'],
[153,'PetSmart Treats Rewards VIPP','Pet Retail','shopping','https://www.petsmart.com/treats-rewards-vipp.html','petsmart.com'],
[154,'GameStop Pro','Retail Memberships','shopping','https://www.gamestop.com/pro/','gamestop.com'],
[155,'Barnes & Noble Membership','Retail Memberships','shopping','https://www.barnesandnoble.com/membership','barnesandnoble.com'],
[156,'HelloFresh','Food & Meal Kits','food','https://www.hellofresh.com/','hellofresh.com'],
[157,'Blue Apron','Food & Meal Kits','food','https://www.blueapron.com/','blueapron.com'],
[158,'Home Chef','Food & Meal Kits','food','https://www.homechef.com/','homechef.com'],
[159,'Marley Spoon','Food & Meal Kits','food','https://marleyspoon.com/','marleyspoon.com'],
[160,'Dinnerly','Food & Meal Kits','food','https://dinnerly.com/','dinnerly.com'],
[161,'EveryPlate','Food & Meal Kits','food','https://www.everyplate.com/','everyplate.com'],
[162,'Green Chef','Food & Meal Kits','food','https://www.greenchef.com/','greenchef.com'],
[163,'Purple Carrot','Food & Meal Kits','food','https://www.purplecarrot.com/','purplecarrot.com'],
[164,'Sunbasket','Food & Meal Kits','food','https://sunbasket.com/','sunbasket.com'],
[165,'Factor','Prepared Meals','food','https://www.factor75.com/','factor75.com'],
[166,'CookUnity','Prepared Meals','food','https://www.cookunity.com/','cookunity.com'],
[167,'Fresh N Lean','Prepared Meals','food','https://www.freshnlean.com/','freshnlean.com'],
[168,'Hungryroot','Food & Meal Kits','food','https://www.hungryroot.com/','hungryroot.com'],
[169,'Daily Harvest','Prepared Meals','food','https://www.daily-harvest.com/','daily-harvest.com'],
[170,'Tovala','Prepared Meals','food','https://www.tovala.com/','tovala.com'],
[171,'MistoBox','Coffee & Tea','food','https://mistobox.com/','mistobox.com'],
[172,'Trade Coffee','Coffee & Tea','food','https://www.drinktrade.com/','drinktrade.com'],
[173,'Atlas Coffee Club','Coffee & Tea','food','https://atlascoffeeclub.com/','atlascoffeeclub.com'],
[174,'Bean Box','Coffee & Tea','food','https://beanbox.com/','beanbox.com'],
[175,'Universal Yums','Snacks','food','https://www.universalyums.com/','universalyums.com'],
[176,'Peloton App','Fitness & Wellness','fitness','https://www.onepeloton.com/app','onepeloton.com'],
[177,'ClassPass','Fitness & Wellness','fitness','https://classpass.com/','classpass.com'],
[178,'Apple Fitness+','Fitness & Wellness','fitness','https://www.apple.com/apple-fitness-plus/','apple.com'],
[179,'Strava','Fitness & Wellness','fitness','https://www.strava.com/subscribe','strava.com'],
[180,'Fitbit Premium','Fitness & Wellness','fitness','https://www.fitbit.com/global/us/products/services/premium','fitbit.com'],
[181,'MyFitnessPal Premium','Fitness & Wellness','fitness','https://www.myfitnesspal.com/premium','myfitnesspal.com'],
[182,'Noom','Fitness & Wellness','fitness','https://www.noom.com/','noom.com'],
[183,'WW','Fitness & Wellness','fitness','https://www.weightwatchers.com/us/plans','weightwatchers.com'],
[184,'Headspace','Meditation & Wellness','fitness','https://www.headspace.com/','headspace.com'],
[185,'Calm','Meditation & Wellness','fitness','https://www.calm.com/premium','calm.com'],
[186,'Sleep Cycle Premium','Sleep & Wellness','fitness','https://www.sleepcycle.com/premium/','sleepcycle.com'],
[187,'Oura Membership','Fitness & Wellness','fitness','https://ouraring.com/membership','ouraring.com'],
[188,'Whoop','Fitness & Wellness','fitness','https://www.whoop.com/us/en/membership/','whoop.com'],
[189,'Aaptiv','Fitness & Wellness','fitness','https://aaptiv.com/','aaptiv.com'],
[190,'Fitbod','Fitness & Wellness','fitness','https://fitbod.me/pricing/','fitbod.me'],
[191,'Alo Moves','Fitness & Wellness','fitness','https://www.alomoves.com/','alomoves.com'],
[192,'Obe Fitness','Fitness & Wellness','fitness','https://obefitness.com/','obefitness.com'],
[193,'Centr','Fitness & Wellness','fitness','https://centr.com/','centr.com'],
[194,'Future','Fitness & Wellness','fitness','https://www.future.co/','future.co'],
[195,'Tonal Membership','Fitness & Wellness','fitness','https://www.tonal.com/membership/','tonal.com'],
[196,'Duolingo Super','Education','education','https://www.duolingo.com/super','duolingo.com'],
[197,'MasterClass','Education','education','https://www.masterclass.com/','masterclass.com'],
[198,'Coursera Plus','Education','education','https://www.coursera.org/courseraplus','coursera.org'],
[199,'Skillshare','Education','education','https://www.skillshare.com/','skillshare.com'],
[200,'Book of the Month','Books & Subscription Boxes','education','https://www.bookofthemonth.com/','bookofthemonth.com'],
];
const SUBSCRIPTION_CATALOG_V2_ROWS = [
// ── AI ──────────────────────────────────────────────────────────────────────
[201,'Suno','AI Music','music','https://suno.com/','suno.com'],
[202,'Midjourney','AI Image Generation','software','https://midjourney.com/','midjourney.com'],
[203,'Grok','AI','software','https://grok.com/','grok.com'],
[204,'ElevenLabs','AI Voice','software','https://elevenlabs.io/','elevenlabs.io'],
[205,'Character.ai Plus','AI','software','https://character.ai/','character.ai'],
[206,'Runway','AI Video','software','https://runwayml.com/','runwayml.com'],
[207,'Windsurf','Developer Tools','software','https://windsurf.com/','windsurf.com'],
[208,'Leonardo.ai','AI Image Generation','software','https://leonardo.ai/','leonardo.ai'],
// ── Home Security / Smart Home ───────────────────────────────────────────────
[209,'Ring Protect','Home Security','other','https://ring.com/protect-plans','ring.com'],
[210,'Nest Aware','Home Security','other','https://store.google.com/us/category/connected_home','nest.com'],
[211,'SimpliSafe','Home Security','other','https://simplisafe.com/','simplisafe.com'],
[212,'ADT','Home Security','other','https://www.adt.com/','adt.com'],
[213,'Arlo Secure','Home Security','other','https://www.arlo.com/','arlo.com'],
[214,'Wyze Cam Plus','Home Security','other','https://www.wyze.com/','wyze.com'],
[215,'Abode','Home Security','other','https://goabode.com/','goabode.com'],
// ── Financial Data & Aggregation ────────────────────────────────────────────
[216,'SimpleFIN Bridge','Financial Data','software','https://simplefin.org/','simplefin.org'],
[217,'Tiller Money','Financial Data','software','https://www.tillerhq.com/','tillerhq.com'],
[218,'Monarch Money','Finance Software','software','https://www.monarchmoney.com/','monarchmoney.com'],
[219,'Empower','Finance Software','software','https://www.empower.com/','empower.com'],
// ── Cloud Backup ─────────────────────────────────────────────────────────────
[220,'Backblaze','Cloud Backup','cloud','https://www.backblaze.com/','backblaze.com'],
[221,'Carbonite','Cloud Backup','cloud','https://www.carbonite.com/','carbonite.com'],
[222,'iDrive','Cloud Backup','cloud','https://www.idrive.com/','idrive.com'],
// ── Email ────────────────────────────────────────────────────────────────────
[223,'Proton Mail','Email & Privacy','software','https://proton.me/mail','proton.me'],
[224,'Fastmail','Email','software','https://www.fastmail.com/','fastmail.com'],
[225,'Superhuman','Email','software','https://superhuman.com/','superhuman.com'],
[226,'Hey','Email','software','https://www.hey.com/','hey.com'],
// ── Security / Privacy ───────────────────────────────────────────────────────
[227,'Bitwarden','Security','security','https://bitwarden.com/','bitwarden.com'],
[228,'Keeper','Security','security','https://www.keepersecurity.com/','keepersecurity.com'],
[229,'LastPass','Security','security','https://www.lastpass.com/','lastpass.com'],
[230,'Proton VPN','Security','security','https://protonvpn.com/','protonvpn.com'],
[231,'Mullvad VPN','Security','security','https://mullvad.net/','mullvad.net'],
[232,'Private Internet Access','Security','security','https://www.privateinternetaccess.com/','privateinternetaccess.com'],
[233,'Proton Pass','Security','security','https://proton.me/pass','proton.me'],
[234,'SimpleLogin','Email Privacy','software','https://simplelogin.io/','simplelogin.io'],
// ── Identity Protection ──────────────────────────────────────────────────────
[235,'LifeLock','Identity Protection','security','https://www.lifelock.com/','lifelock.com'],
[236,'Aura','Identity Protection','security','https://www.aura.com/','aura.com'],
[237,'IdentityForce','Identity Protection','security','https://www.identityforce.com/','identityforce.com'],
// ── Comics ───────────────────────────────────────────────────────────────────
[238,'Marvel Unlimited','Comics','streaming','https://www.marvel.com/unlimited','marvel.com'],
[239,'DC Universe Infinite','Comics','streaming','https://www.dcuniverseinfinite.com/','dcuniverseinfinite.com'],
// ── Genealogy ────────────────────────────────────────────────────────────────
[240,'Ancestry','Genealogy','other','https://www.ancestry.com/','ancestry.com'],
[241,'MyHeritage','Genealogy','other','https://www.myheritage.com/','myheritage.com'],
[242,'Findmypast','Genealogy','other','https://www.findmypast.com/','findmypast.com'],
// ── Telehealth ───────────────────────────────────────────────────────────────
[243,'BetterHelp','Telehealth','other','https://www.betterhelp.com/','betterhelp.com'],
[244,'Talkspace','Telehealth','other','https://www.talkspace.com/','talkspace.com'],
[245,'Teladoc','Telehealth','other','https://www.teladoc.com/','teladoc.com'],
[246,'Hims & Hers','Telehealth','other','https://www.forhims.com/','forhims.com'],
[247,'Cerebral','Telehealth','other','https://cerebral.com/','cerebral.com'],
// ── Website Builder / Hosting / Domains ─────────────────────────────────────
[248,'Squarespace','Website Builder','software','https://www.squarespace.com/','squarespace.com'],
[249,'Wix','Website Builder','software','https://www.wix.com/','wix.com'],
[250,'Webflow','Website Builder','software','https://webflow.com/','webflow.com'],
[251,'GoDaddy','Domain & Hosting','software','https://www.godaddy.com/','godaddy.com'],
[252,'Namecheap','Domain & Hosting','software','https://www.namecheap.com/','namecheap.com'],
[253,'Netlify','Developer Tools','software','https://www.netlify.com/','netlify.com'],
[254,'Vercel','Developer Tools','software','https://vercel.com/','vercel.com'],
// ── Learning ─────────────────────────────────────────────────────────────────
[255,'LinkedIn Learning','Education','education','https://www.linkedin.com/learning/','linkedin.com'],
[256,'Pluralsight','Education','education','https://www.pluralsight.com/','pluralsight.com'],
[257,"O'Reilly",'Education','education','https://www.oreilly.com/','oreilly.com'],
[258,'CBT Nuggets','Education','education','https://www.cbtnuggets.com/','cbtnuggets.com'],
[259,'Udacity','Education','education','https://www.udacity.com/','udacity.com'],
[260,'Frontend Masters','Education','education','https://frontendmasters.com/','frontendmasters.com'],
// ── Project Management ───────────────────────────────────────────────────────
[261,'Monday.com','Software & Productivity','software','https://monday.com/','monday.com'],
[262,'Asana','Software & Productivity','software','https://asana.com/','asana.com'],
[263,'ClickUp','Software & Productivity','software','https://clickup.com/','clickup.com'],
[264,'Linear','Developer Tools','software','https://linear.app/','linear.app'],
[265,'Basecamp','Software & Productivity','software','https://basecamp.com/','basecamp.com'],
[266,'Jira','Developer Tools','software','https://www.atlassian.com/software/jira','atlassian.com'],
[267,'Miro','Software & Productivity','software','https://miro.com/','miro.com'],
[268,'Airtable','Software & Productivity','software','https://airtable.com/','airtable.com'],
// ── Email Marketing ──────────────────────────────────────────────────────────
[269,'Mailchimp','Email Marketing','software','https://mailchimp.com/','mailchimp.com'],
[270,'ConvertKit','Email Marketing','software','https://convertkit.com/','convertkit.com'],
[271,'Beehiiv','Newsletter Platform','software','https://www.beehiiv.com/','beehiiv.com'],
[272,'Constant Contact','Email Marketing','software','https://www.constantcontact.com/','constantcontact.com'],
[273,'ActiveCampaign','Email Marketing','software','https://www.activecampaign.com/','activecampaign.com'],
// ── Cloud Computing ──────────────────────────────────────────────────────────
[274,'DigitalOcean','Cloud Computing','cloud','https://www.digitalocean.com/','digitalocean.com'],
[275,'Linode','Cloud Computing','cloud','https://www.linode.com/','linode.com'],
[276,'Render','Cloud Computing','cloud','https://render.com/','render.com'],
[277,'Vultr','Cloud Computing','cloud','https://www.vultr.com/','vultr.com'],
[278,'Hetzner','Cloud Computing','cloud','https://www.hetzner.com/','hetzner.com'],
[279,'Cloudflare','Network & Security','cloud','https://www.cloudflare.com/','cloudflare.com'],
// ── Media Server ─────────────────────────────────────────────────────────────
[280,'Plex Pass','Media Server','streaming','https://www.plex.tv/plex-pass/','plex.tv'],
[281,'Emby Premiere','Media Server','streaming','https://emby.media/premiere/','emby.media'],
// ── Network / Homelab ────────────────────────────────────────────────────────
[282,'NextDNS','Network & Security','software','https://nextdns.io/','nextdns.io'],
[283,'Tailscale','Network & Security','software','https://tailscale.com/','tailscale.com'],
// ── Productivity ─────────────────────────────────────────────────────────────
[284,'Obsidian Sync','Software & Productivity','software','https://obsidian.md/','obsidian.md'],
[285,'Readwise','Software & Productivity','software','https://readwise.io/','readwise.io'],
[286,'Loom','Software & Productivity','software','https://www.loom.com/','loom.com'],
[287,'Raycast Pro','Software & Productivity','software','https://www.raycast.com/','raycast.com'],
// ── Developer Tools ──────────────────────────────────────────────────────────
[288,'JetBrains','Developer Tools','software','https://www.jetbrains.com/','jetbrains.com'],
[289,'Tabnine','Developer Tools','software','https://www.tabnine.com/','tabnine.com'],
// ── Communication ────────────────────────────────────────────────────────────
[290,'Telegram Premium','Messaging','software','https://telegram.org/','telegram.org'],
];
function runSubscriptionCatalogV2Migration(database) {
// Category fixes for existing rows
database.prepare(`
UPDATE subscription_catalog SET subscription_type = 'software'
WHERE name = 'Discord Nitro' AND subscription_type = 'news'
`).run();
database.prepare(`
UPDATE subscription_catalog SET subscription_type = 'streaming'
WHERE name = 'Twitch Turbo' AND subscription_type = 'news'
`).run();
database.prepare(`
UPDATE subscription_catalog SET subscription_type = 'software'
WHERE name = 'X Premium' AND subscription_type = 'news'
`).run();
// New entries — skip any name already in the catalog
const existing = new Set(
database.prepare('SELECT name FROM subscription_catalog').all().map(r => r.name)
);
const toInsert = SUBSCRIPTION_CATALOG_V2_ROWS.filter(r => !existing.has(r[1]));
if (toInsert.length > 0) {
const insert = database.prepare(
'INSERT INTO subscription_catalog (rank, name, category, subscription_type, website, domain) VALUES (?,?,?,?,?,?)'
);
const insertMany = database.transaction((rows) => {
for (const row of rows) insert.run(...row);
});
insertMany(toInsert);
console.log(`[migration] subscription_catalog v2: added ${toInsert.length} new entries`);
}
}
function runAdvisoryFiltersMigration(database) {
database.exec(`
CREATE TABLE IF NOT EXISTS advisory_non_bill_filters (
id TEXT PRIMARY KEY,
pattern TEXT NOT NULL,
confidence TEXT NOT NULL CHECK(confidence IN ('high', 'medium')),
category TEXT NOT NULL,
rationale TEXT
);
CREATE INDEX IF NOT EXISTS idx_advisory_filters_confidence
ON advisory_non_bill_filters(confidence);
CREATE TABLE IF NOT EXISTS advisory_bill_like_overrides (
id INTEGER PRIMARY KEY AUTOINCREMENT,
term TEXT NOT NULL UNIQUE
);
`);
const filterCount = database.prepare('SELECT COUNT(*) as n FROM advisory_non_bill_filters').get();
if (filterCount.n === 0) {
const jsonPath = path.join(__dirname, '..', 'docs', 'advisory_non_bill_transaction_filters_us_ms_5000.json');
const raw = fs.readFileSync(jsonPath, 'utf8');
const data = JSON.parse(raw);
const insertFilter = database.prepare(
'INSERT INTO advisory_non_bill_filters (id, pattern, confidence, category, rationale) VALUES (?,?,?,?,?)'
);
const insertFilters = database.transaction((rows) => {
for (const row of rows) {
insertFilter.run(row.id, row.pattern, row.confidence, row.category, row.rationale || null);
}
});
insertFilters(data.patterns || []);
console.log(`[migration] advisory_non_bill_filters: seeded ${(data.patterns || []).length} rows`);
const overrideTerms = data.bill_like_override_terms || [];
if (overrideTerms.length > 0) {
const insertOverride = database.prepare(
'INSERT OR IGNORE INTO advisory_bill_like_overrides (term) VALUES (?)'
);
const insertOverrides = database.transaction((terms) => {
for (const term of terms) insertOverride.run(term);
});
insertOverrides(overrideTerms);
console.log(`[migration] advisory_bill_like_overrides: seeded ${overrideTerms.length} rows`);
}
}
}
function runSubscriptionCatalogMigration(database) {
database.exec(`
CREATE TABLE IF NOT EXISTS subscription_catalog (
id INTEGER PRIMARY KEY AUTOINCREMENT,
rank INTEGER NOT NULL,
name TEXT NOT NULL,
category TEXT NOT NULL,
subscription_type TEXT NOT NULL,
website TEXT,
domain TEXT,
created_at TEXT NOT NULL DEFAULT (datetime('now'))
);
CREATE INDEX IF NOT EXISTS idx_subscription_catalog_rank ON subscription_catalog(rank);
CREATE INDEX IF NOT EXISTS idx_subscription_catalog_type ON subscription_catalog(subscription_type);
`);
const existing = database.prepare('SELECT COUNT(*) as n FROM subscription_catalog').get();
if (existing.n === 0) {
const insert = database.prepare(
'INSERT INTO subscription_catalog (rank, name, category, subscription_type, website, domain) VALUES (?,?,?,?,?,?)'
);
const insertMany = database.transaction((rows) => {
for (const row of rows) insert.run(...row);
});
insertMany(SUBSCRIPTION_CATALOG_ROWS);
console.log(`[migration] subscription_catalog: seeded ${SUBSCRIPTION_CATALOG_ROWS.length} rows`);
}
}
2026-05-16 20:26:09 -05:00
function seedManualDataSources(database = db) {
if (!database) return;
const hasDataSources = database.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='data_sources'").get();
const hasUsers = database.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='users'").get();
if (!hasDataSources || !hasUsers) return;
database.exec(`
INSERT INTO data_sources (user_id, type, provider, name, status)
SELECT u.id, 'manual', 'manual', 'Manual Entry', 'active'
FROM users u
WHERE NOT EXISTS (
SELECT 1
FROM data_sources ds
WHERE ds.user_id = u.id
AND ds.type = 'manual'
AND ds.provider = 'manual'
)
`);
}
function ensureTransactionFoundationSchema(database = db) {
database.exec(`
CREATE TABLE IF NOT EXISTS data_sources (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
type TEXT NOT NULL,
provider TEXT,
name TEXT NOT NULL,
status TEXT NOT NULL DEFAULT 'active',
config_json TEXT,
encrypted_secret TEXT,
last_sync_at TEXT,
last_error TEXT,
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
);
CREATE TABLE IF NOT EXISTS financial_accounts (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
data_source_id INTEGER,
provider_account_id TEXT,
name TEXT NOT NULL,
org_name TEXT,
account_type TEXT,
currency TEXT,
balance INTEGER,
available_balance INTEGER,
monitored INTEGER NOT NULL DEFAULT 1,
2026-05-16 20:26:09 -05:00
raw_data TEXT,
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY (data_source_id) REFERENCES data_sources(id) ON DELETE SET NULL,
UNIQUE(data_source_id, provider_account_id)
);
CREATE TABLE IF NOT EXISTS transactions (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
data_source_id INTEGER,
account_id INTEGER,
provider_transaction_id TEXT,
source_type TEXT NOT NULL,
transaction_type TEXT,
posted_date TEXT,
transacted_at TEXT,
amount INTEGER NOT NULL,
currency TEXT,
description TEXT,
payee TEXT,
memo TEXT,
category TEXT,
raw_data TEXT,
matched_bill_id INTEGER,
match_status TEXT NOT NULL DEFAULT 'unmatched',
ignored INTEGER NOT NULL DEFAULT 0,
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY (data_source_id) REFERENCES data_sources(id) ON DELETE SET NULL,
FOREIGN KEY (account_id) REFERENCES financial_accounts(id) ON DELETE SET NULL,
FOREIGN KEY (matched_bill_id) REFERENCES bills(id) ON DELETE SET NULL
);
CREATE INDEX IF NOT EXISTS idx_data_sources_user_type ON data_sources(user_id, type, status);
CREATE UNIQUE INDEX IF NOT EXISTS idx_data_sources_user_manual
ON data_sources(user_id, type, provider)
WHERE type = 'manual' AND provider = 'manual';
CREATE INDEX IF NOT EXISTS idx_financial_accounts_user_source ON financial_accounts(user_id, data_source_id);
CREATE INDEX IF NOT EXISTS idx_transactions_user_date ON transactions(user_id, posted_date, transacted_at);
CREATE INDEX IF NOT EXISTS idx_transactions_user_match ON transactions(user_id, match_status, ignored);
CREATE INDEX IF NOT EXISTS idx_transactions_account ON transactions(account_id);
CREATE INDEX IF NOT EXISTS idx_transactions_matched_bill ON transactions(matched_bill_id);
CREATE UNIQUE INDEX IF NOT EXISTS idx_transactions_provider_dedupe
ON transactions (data_source_id, provider_transaction_id)
WHERE provider_transaction_id IS NOT NULL;
`);
seedManualDataSources(database);
}
2026-05-03 19:51:57 -05:00
fs.mkdirSync(path.dirname(DB_PATH), { recursive: true });
let db = null;
let initializing = false;
function assertWritableDbPath() {
const dir = path.dirname(DB_PATH);
const probe = path.join(dir, `.write-test-${process.pid}-${Date.now()}`);
try {
fs.mkdirSync(dir, { recursive: true });
fs.writeFileSync(probe, 'ok');
fs.unlinkSync(probe);
if (fs.existsSync(DB_PATH)) {
fs.accessSync(DB_PATH, fs.constants.R_OK | fs.constants.W_OK);
}
} catch (err) {
const message = [
`Database path is not writable: ${DB_PATH}`,
`Ensure the DB directory is writable by the app user. In Docker, rebuild the image and recreate the container so the entrypoint can chown /data.`,
`Original error: ${err.message}`,
].join('\n');
const wrapped = new Error(message);
wrapped.code = err.code;
throw wrapped;
} finally {
try {
if (fs.existsSync(probe)) fs.unlinkSync(probe);
} catch {}
}
}
function sleep(ms) {
Atomics.wait(new Int32Array(new SharedArrayBuffer(4)), 0, 0, ms);
}
function getDb() {
// already ready
if (db) return db;
// wait if another init is happening
while (initializing) {
sleep(50);
}
// check again after wait
if (db) return db;
initializing = true;
try {
console.log('Opening DB at:', path.basename(DB_PATH));
2026-05-03 19:51:57 -05:00
assertWritableDbPath();
db = new Database(DB_PATH, {
timeout: 5000
});
db.pragma('busy_timeout = 5000');
try {
db.pragma('journal_mode = WAL');
} catch (e) {
console.warn('WAL failed:', e.message);
}
db.pragma('foreign_keys = ON');
initSchema();
seedDefaults();
console.log('DB initialized successfully');
return db;
} catch (err) {
console.error('DB init failed:', err);
throw err;
} finally {
initializing = false;
}
}
function initSchema() {
const schema = fs.readFileSync(SCHEMA_PATH, 'utf8');
db.exec(schema);
// Create schema_migrations table for tracking applied migrations
db.exec(`
CREATE TABLE IF NOT EXISTS schema_migrations (
id INTEGER PRIMARY KEY AUTOINCREMENT,
version TEXT NOT NULL UNIQUE,
description TEXT NOT NULL,
applied_at TEXT NOT NULL DEFAULT (datetime('now'))
)
`);
// Check if this is a legacy database (tables exist but no migration tracking)
handleLegacyDatabase();
// After legacy reconciliation and user seeding, reset the default admin password
// when INIT_ADMIN_PASS is set. This ensures legacy DBs can be accessed after migration.
// The must_change_password flag forces the admin to pick a new password on first login.
if (process.env.INIT_ADMIN_PASS) {
const initUser = process.env.INIT_ADMIN_USER || 'admin';
const initPass = process.env.INIT_ADMIN_PASS;
const bcrypt = require('bcryptjs');
const newPasswordHash = bcrypt.hashSync(initPass, 12);
// Reset password for the default admin user if INIT_ADMIN_PASS is set
const result = db.prepare(`
UPDATE users SET password_hash = ?, first_login = 0, must_change_password = 0
WHERE username = ? AND is_default_admin = 1
`).run(newPasswordHash, initUser);
if (result.changes > 0) {
console.log('[init] Reset password and flags for default admin user');
}
}
2026-05-03 19:51:57 -05:00
runMigrations();
}
function hasMigrationBeenApplied(version) {
const stmt = db.prepare('SELECT 1 FROM schema_migrations WHERE version = ?');
return !!stmt.get(version);
}
function handleLegacyDatabase() {
// Check if schema_migrations table exists but is empty
// This indicates a legacy database that predates migration tracking
const migrationCount = db.prepare('SELECT COUNT(*) as count FROM schema_migrations').get().count;
if (migrationCount === 0) {
// This might be a legacy database. Check if core tables exist.
const tableCheck = db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name IN ('users', 'bills', 'payments', 'categories', 'settings')").all();
// If we have core tables but no migrations tracked, this is likely a legacy DB
if (tableCheck.length >= 3) { // At least some core tables exist
console.log('[migration] Detected legacy database, reconciling schema migrations...');
// For each migration, check if its changes are already present and mark as applied if so
reconcileLegacyMigrations();
}
}
}
function reconcileLegacyMigrations() {
// Define all migrations with explicit version tracking
const migrations = [
{
version: 'v0.2',
description: 'payments: soft-delete column',
check: function() {
const paymentCols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
return paymentCols.includes('deleted_at');
},
run: function() {
const paymentCols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
if (!paymentCols.includes('deleted_at')) {
db.exec('ALTER TABLE payments ADD COLUMN deleted_at TEXT');
// Index for fast filtering of live payments
db.exec('CREATE INDEX IF NOT EXISTS idx_payments_deleted ON payments(deleted_at)');
console.log('[migration] payments.deleted_at column added');
}
}
},
{
version: 'v0.3',
description: 'payments: compound index for tracker query',
check: function() {
// Check if the index exists
const indexes = db.prepare("SELECT name FROM sqlite_master WHERE type='index' AND name='idx_payments_bill_date_del'").all();
return indexes.length > 0;
},
run: function() {
// Supports: WHERE bill_id = ? AND paid_date BETWEEN ? AND ? AND deleted_at IS NULL
db.exec('CREATE INDEX IF NOT EXISTS idx_payments_bill_date_del ON payments(bill_id, paid_date, deleted_at)');
}
},
{
version: 'v0.4',
description: 'monthly_bill_state: per-bill per-month overrides',
check: function() {
const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='monthly_bill_state'").all();
return tables.length > 0;
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS monthly_bill_state (
id INTEGER PRIMARY KEY AUTOINCREMENT,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
actual_amount REAL,
notes TEXT,
is_skipped INTEGER NOT NULL DEFAULT 0,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(bill_id, year, month)
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_bill_state_lookup ON monthly_bill_state(bill_id, year, month)');
console.log('[migration] monthly_bill_state table ensured');
}
},
{
version: 'v0.13',
description: 'users: profile columns',
check: function() {
const userColsNow = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const profileCols = ['display_name', 'last_password_change_at'];
return profileCols.every(col => userColsNow.includes(col));
},
run: function() {
const userColsNow = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const profileCols = [
['display_name', 'TEXT'],
['last_password_change_at','TEXT'],
];
for (const [col, def] of profileCols) {
if (!userColsNow.includes(col)) {
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
}
db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
}
}
}
},
{
version: 'v0.14',
description: 'bills: history visibility mode',
check: function() {
const billColsHist = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
return billColsHist.includes('history_visibility');
},
run: function() {
const billColsHist = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billColsHist.includes('history_visibility')) {
db.exec("ALTER TABLE bills ADD COLUMN history_visibility TEXT NOT NULL DEFAULT 'default'");
console.log('[migration] bills.history_visibility column added');
}
}
},
{
version: 'v0.14.4',
description: 'bills: optional credit-card APR / interest rate',
check: function() {
const billColsInterest = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
return billColsInterest.includes('interest_rate');
},
run: function() {
const billColsInterest = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billColsInterest.includes('interest_rate')) {
db.exec('ALTER TABLE bills ADD COLUMN interest_rate REAL');
console.log('[migration] bills.interest_rate column added');
}
}
},
{
version: 'v0.15',
description: 'import_sessions and import_history tables',
check: function() {
const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name IN ('import_sessions', 'import_history')").all();
return tables.length >= 2;
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS import_sessions (
id TEXT PRIMARY KEY,
user_id INTEGER NOT NULL,
created_at TEXT NOT NULL,
expires_at TEXT NOT NULL,
preview_json TEXT NOT NULL
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_import_sessions_user ON import_sessions(user_id)');
db.exec('CREATE INDEX IF NOT EXISTS idx_import_sessions_expires ON import_sessions(expires_at)');
// ── import_history: per-user audit log (v0.38) ────────────────────────────
db.exec(`
CREATE TABLE IF NOT EXISTS import_history (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL,
imported_at TEXT NOT NULL,
source_filename TEXT,
file_type TEXT DEFAULT 'xlsx',
sheet_name TEXT,
rows_parsed INTEGER DEFAULT 0,
rows_created INTEGER DEFAULT 0,
rows_updated INTEGER DEFAULT 0,
rows_skipped INTEGER DEFAULT 0,
rows_ambiguous INTEGER DEFAULT 0,
rows_errored INTEGER DEFAULT 0,
options_json TEXT,
summary_json TEXT
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_import_history_user ON import_history(user_id)');
}
},
{
version: 'v0.17',
description: 'users: external identity / OIDC columns',
check: function() {
const userColsOidc = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const oidcUserCols = ['auth_provider', 'external_subject', 'email', 'last_login_at'];
return oidcUserCols.every(col => userColsOidc.includes(col));
},
run: function() {
const userColsOidc = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const oidcUserCols = [
['auth_provider', "TEXT NOT NULL DEFAULT 'local'"],
['external_subject', 'TEXT'],
['email', 'TEXT'],
['last_login_at', 'TEXT'],
];
for (const [col, def] of oidcUserCols) {
if (!userColsOidc.includes(col)) {
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
}
db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
}
}
// ── oidc_states: short-lived PKCE + nonce state for OIDC login (v0.17) ───
db.exec(`
CREATE TABLE IF NOT EXISTS oidc_states (
id TEXT PRIMARY KEY,
nonce TEXT NOT NULL,
code_verifier TEXT NOT NULL,
redirect_to TEXT,
created_at TEXT NOT NULL,
expires_at TEXT NOT NULL
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_oidc_states_expires ON oidc_states(expires_at)');
}
},
{
version: 'v0.18.1',
description: 'monthly_income: per-user monthly income for Summary planning',
check: function() {
const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='monthly_income'").all();
return tables.length > 0;
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS monthly_income (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
label TEXT NOT NULL DEFAULT 'Salary',
amount REAL NOT NULL DEFAULT 0,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(user_id, year, month)
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_income_user_month ON monthly_income(user_id, year, month)');
}
},
{
version: 'v0.18.2',
description: 'monthly_starting_amounts: per-user monthly starting amounts for 1st and 15th',
check: function() {
const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='monthly_starting_amounts'").all();
return tables.length > 0;
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS monthly_starting_amounts (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
first_amount REAL NOT NULL DEFAULT 0 CHECK(first_amount >= 0),
fifteenth_amount REAL NOT NULL DEFAULT 0 CHECK(fifteenth_amount >= 0),
other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0),
notes TEXT,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(user_id, year, month)
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_starting_amounts_user_month ON monthly_starting_amounts(user_id, year, month)');
}
},
{
version: 'v0.18.3',
description: 'monthly_starting_amounts: add other_amount column',
check: function() {
const startingCols = db.prepare('PRAGMA table_info(monthly_starting_amounts)').all().map(c => c.name);
return startingCols.includes('other_amount');
},
run: function() {
const startingCols = db.prepare('PRAGMA table_info(monthly_starting_amounts)').all().map(c => c.name);
if (!startingCols.includes('other_amount')) {
// Security FIX (2026-05-08): Validate column name to prevent SQL injection
if (!isValidColumnName('other_amount')) {
throw new Error('Invalid migration: column other_amount not in whitelist');
}
db.exec('ALTER TABLE monthly_starting_amounts ADD COLUMN other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0)');
console.log('[migration] monthly_starting_amounts.other_amount column added');
}
}
},
{
version: 'v0.38',
description: 'import_history: per-user audit log',
check: function() {
// Already handled in v0.15
return true;
},
run: function() {
// This was already handled in v0.15, but keeping for completeness
}
},
{
version: 'v0.40',
description: 'ownership: user-scoped bills/categories',
check: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const categoryCols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
return billCols.includes('user_id') && categoryCols.includes('user_id');
},
run: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billCols.includes('user_id')) {
db.exec('ALTER TABLE bills ADD COLUMN user_id INTEGER REFERENCES users(id) ON DELETE CASCADE');
}
const categoryCols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
if (!categoryCols.includes('user_id')) {
db.exec('ALTER TABLE categories ADD COLUMN user_id INTEGER REFERENCES users(id) ON DELETE CASCADE');
}
const categorySql = db.prepare("SELECT sql FROM sqlite_master WHERE type='table' AND name='categories'").get()?.sql || '';
if (/name\s+TEXT\s+NOT\s+NULL\s+UNIQUE/i.test(categorySql)) {
db.exec('PRAGMA foreign_keys = OFF');
db.exec(`
CREATE TABLE IF NOT EXISTS categories_v040 (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER REFERENCES users(id) ON DELETE CASCADE,
name TEXT NOT NULL,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now'))
)
`);
db.exec('INSERT INTO categories_v040 (id, user_id, name, created_at, updated_at) SELECT id, user_id, name, created_at, updated_at FROM categories');
db.exec('DROP TABLE categories');
db.exec('ALTER TABLE categories_v040 RENAME TO categories');
db.exec('PRAGMA foreign_keys = ON');
}
const firstAdmin = db.prepare("SELECT id FROM users WHERE role = 'admin' ORDER BY id LIMIT 1").get();
if (firstAdmin) {
db.prepare('UPDATE bills SET user_id = ? WHERE user_id IS NULL').run(firstAdmin.id);
// Drop any NULL-owner categories whose name already exists for this admin (case-insensitive)
// to prevent a UNIQUE(user_id, name) violation when we assign them below.
db.prepare(`
DELETE FROM categories
WHERE user_id IS NULL
AND LOWER(name) IN (
SELECT LOWER(name) FROM categories WHERE user_id = ?
)
`).run(firstAdmin.id);
db.prepare('UPDATE categories SET user_id = ? WHERE user_id IS NULL').run(firstAdmin.id);
}
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_active ON bills(user_id, active)');
db.exec('CREATE INDEX IF NOT EXISTS idx_categories_user_name ON categories(user_id, name)');
db.exec('CREATE UNIQUE INDEX IF NOT EXISTS idx_categories_user_name_unique ON categories(user_id, name COLLATE NOCASE)');
}
},
{
version: 'v0.41',
description: 'bills and categories: is_seeded flag for demo data cleanup',
check: function() {
const billColsSeeded = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const categoryColsSeeded = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
return billColsSeeded.includes('is_seeded') && categoryColsSeeded.includes('is_seeded');
},
run: function() {
// ── bills: is_seeded flag for demo data cleanup (v0.41) ───────────────────
const billColsSeeded = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billColsSeeded.includes('is_seeded')) {
db.exec('ALTER TABLE bills ADD COLUMN is_seeded INTEGER NOT NULL DEFAULT 0');
console.log('[migration] bills.is_seeded column added');
}
// ── categories: is_seeded flag for demo data cleanup (v0.41) ──────────────
const categoryColsSeeded = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
if (!categoryColsSeeded.includes('is_seeded')) {
db.exec('ALTER TABLE categories ADD COLUMN is_seeded INTEGER NOT NULL DEFAULT 0');
console.log('[migration] categories.is_seeded column added');
}
}
},
{
version: 'v0.42',
description: 'bill_history_ranges: per-bill date ranges for history visibility',
check: function() {
const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='bill_history_ranges'").all();
return tables.length > 0;
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS bill_history_ranges (
id INTEGER PRIMARY KEY AUTOINCREMENT,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
start_year INTEGER NOT NULL,
start_month INTEGER NOT NULL,
end_year INTEGER,
end_month INTEGER,
label TEXT,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now'))
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_bill_history_ranges_bill ON bill_history_ranges(bill_id)');
}
},
{
version: 'v0.43',
description: 'sessions: add created_at column',
check: function() {
const sessionCols = db.prepare('PRAGMA table_info(sessions)').all().map(c => c.name);
return sessionCols.includes('created_at');
},
run: function() {
const sessionCols = db.prepare('PRAGMA table_info(sessions)').all().map(c => c.name);
if (!sessionCols.includes('created_at')) {
// Security FIX (2026-05-09): Validate column name to prevent SQL injection
if (!isValidColumnName('created_at')) {
throw new Error('Invalid migration: column created_at not in whitelist');
}
db.exec("ALTER TABLE sessions ADD COLUMN created_at TEXT DEFAULT (datetime('now'))");
console.log('[migration] sessions.created_at column added');
}
}
2026-05-14 01:17:05 -05:00
},
{
version: 'v0.44',
description: 'performance: add missing indexes for frequently queried columns',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='index' AND name='idx_bills_user_name'").get();
},
run: function() {
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_name ON bills(user_id, name)');
db.exec('CREATE INDEX IF NOT EXISTS idx_payments_method ON payments(method)');
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_starting_amounts_user ON monthly_starting_amounts(user_id)');
db.exec('CREATE INDEX IF NOT EXISTS idx_import_history_imported_at ON import_history(imported_at)');
}
},
{
version: 'v0.45',
description: 'audit: add audit_log table for security event tracking',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='audit_log'").get();
},
run: function() {
db.exec(`CREATE TABLE IF NOT EXISTS audit_log (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER,
action TEXT NOT NULL,
entity_type TEXT,
entity_id INTEGER,
details_json TEXT,
ip_address TEXT,
user_agent TEXT,
created_at TEXT DEFAULT (datetime('now'))
)`);
db.exec('CREATE INDEX IF NOT EXISTS idx_audit_log_user ON audit_log(user_id, created_at)');
db.exec('CREATE INDEX IF NOT EXISTS idx_audit_log_action ON audit_log(action, created_at)');
}
},
{
version: 'v0.46',
description: 'billing: add cycle_type and cycle_day columns to bills',
check: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
return cols.includes('cycle_type') && cols.includes('cycle_day');
},
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('cycle_type')) {
db.exec(`ALTER TABLE bills ADD COLUMN cycle_type TEXT NOT NULL DEFAULT 'monthly'`);
}
if (!cols.includes('cycle_day')) {
db.exec(`ALTER TABLE bills ADD COLUMN cycle_day TEXT`);
}
}
},
{
version: 'v0.47',
description: 'settings: reset backup_schedule_retention_count default from 14 to 2',
check: function() {
const row = db.prepare("SELECT value FROM settings WHERE key = 'backup_schedule_retention_count'").get();
return !row || row.value !== '14';
},
run: function() {
db.prepare("UPDATE settings SET value = '2' WHERE key = 'backup_schedule_retention_count' AND value = '14'").run();
console.log('[migration] backup_schedule_retention_count updated from 14 to 2');
}
2026-05-14 02:11:54 -05:00
},
{
version: 'v0.48',
description: 'bills: debt snowball fields (current_balance, minimum_payment, snowball_order, snowball_include)',
check: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
return ['current_balance', 'minimum_payment', 'snowball_order', 'snowball_include'].every(c => cols.includes(c));
},
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('current_balance')) db.exec('ALTER TABLE bills ADD COLUMN current_balance REAL');
if (!cols.includes('minimum_payment')) db.exec('ALTER TABLE bills ADD COLUMN minimum_payment REAL');
if (!cols.includes('snowball_order')) db.exec('ALTER TABLE bills ADD COLUMN snowball_order INTEGER');
if (!cols.includes('snowball_include')) db.exec('ALTER TABLE bills ADD COLUMN snowball_include INTEGER NOT NULL DEFAULT 0');
console.log('[migration] bills: debt snowball columns added');
}
},
{
version: 'v0.49',
description: 'users: snowball_extra_payment column',
check: function() {
const cols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
return cols.includes('snowball_extra_payment');
},
run: function() {
const cols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
if (!cols.includes('snowball_extra_payment')) {
db.exec('ALTER TABLE users ADD COLUMN snowball_extra_payment REAL NOT NULL DEFAULT 0');
}
console.log('[migration] users: snowball_extra_payment column added');
}
2026-05-14 02:51:29 -05:00
},
{
version: 'v0.50',
description: 'payments: balance_delta column for debt payoff tracking',
check: function() {
const cols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
return cols.includes('balance_delta');
},
run: function() {
const cols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
if (!cols.includes('balance_delta')) {
db.exec('ALTER TABLE payments ADD COLUMN balance_delta REAL');
}
console.log('[migration] payments: balance_delta column added');
}
2026-05-14 03:00:01 -05:00
},
{
version: 'v0.51',
description: 'bills: snowball_exempt column for hiding debt-like bills',
check: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
return cols.includes('snowball_exempt');
},
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('snowball_exempt')) {
db.exec('ALTER TABLE bills ADD COLUMN snowball_exempt INTEGER NOT NULL DEFAULT 0');
}
console.log('[migration] bills: snowball_exempt column added');
}
2026-05-14 21:00:07 -05:00
},
{
version: 'v0.52',
description: 'users: last_seen_version for release-notes notifications',
check: function() {
const cols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
return cols.includes('last_seen_version');
},
run: function() {
const cols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
if (!cols.includes('last_seen_version')) {
db.exec('ALTER TABLE users ADD COLUMN last_seen_version TEXT');
}
console.log('[migration] users: last_seen_version column added');
}
2026-05-15 01:36:56 -05:00
},
{
version: 'v0.53',
description: 'user_login_history: track last 3 logins per user',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='user_login_history'").get();
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS user_login_history (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
logged_in_at TEXT NOT NULL DEFAULT (datetime('now')),
ip_address TEXT,
2026-05-15 22:45:38 -05:00
user_agent TEXT,
browser TEXT,
os TEXT,
device_type TEXT,
device_fingerprint TEXT
2026-05-15 01:36:56 -05:00
)
`);
console.log('[migration] user_login_history table created');
}
2026-05-16 10:34:32 -05:00
},
{
version: 'v0.54',
description: 'user_settings: per-user display and billing preferences',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='user_settings'").get();
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS user_settings (
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
key TEXT NOT NULL,
value TEXT NOT NULL,
updated_at TEXT DEFAULT (datetime('now')),
PRIMARY KEY (user_id, key)
)
`);
const userSettingKeys = ['currency', 'date_format', 'grace_period_days', 'notify_days_before'];
const users = db.prepare('SELECT id FROM users').all();
const getCurrent = db.prepare('SELECT value FROM settings WHERE key = ?');
const insert = db.prepare('INSERT OR IGNORE INTO user_settings (user_id, key, value) VALUES (?, ?, ?)');
for (const user of users) {
for (const key of userSettingKeys) {
const row = getCurrent.get(key);
if (row) insert.run(user.id, key, row.value);
}
}
console.log('[migration] user_settings table ensured');
}
},
{
version: 'v0.55',
description: 'user_login_history: parsed device metadata and fingerprint',
check: function() {
const cols = db.prepare('PRAGMA table_info(user_login_history)').all().map(c => c.name);
return ['browser', 'os', 'device_type', 'device_fingerprint'].every(c => cols.includes(c));
},
run: function() {
const cols = db.prepare('PRAGMA table_info(user_login_history)').all().map(c => c.name);
for (const col of ['browser', 'os', 'device_type', 'device_fingerprint']) {
if (!cols.includes(col)) db.exec(`ALTER TABLE user_login_history ADD COLUMN ${col} TEXT`);
}
console.log('[migration] user_login_history device metadata columns ensured');
}
},
2026-05-16 10:34:32 -05:00
{
version: 'v0.56',
description: 'bills/categories: soft-delete columns',
check: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const catCols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
return billCols.includes('deleted_at') && catCols.includes('deleted_at');
},
run: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const catCols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
if (!billCols.includes('deleted_at')) {
db.exec('ALTER TABLE bills ADD COLUMN deleted_at TEXT');
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_deleted ON bills(user_id, deleted_at)');
}
if (!catCols.includes('deleted_at')) {
db.exec('ALTER TABLE categories ADD COLUMN deleted_at TEXT');
db.exec('CREATE INDEX IF NOT EXISTS idx_categories_deleted ON categories(user_id, deleted_at)');
}
console.log('[migration] bills/categories deleted_at columns added');
}
2026-05-16 15:38:28 -05:00
},
{
version: 'v0.57',
description: 'autopay: suggestions and auto-mark paid',
check: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const hasDismissals = !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='autopay_suggestion_dismissals'").get();
return billCols.includes('auto_mark_paid') && hasDismissals;
},
run: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billCols.includes('auto_mark_paid')) {
db.exec('ALTER TABLE bills ADD COLUMN auto_mark_paid INTEGER NOT NULL DEFAULT 0');
}
db.exec(`
CREATE TABLE IF NOT EXISTS autopay_suggestion_dismissals (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
dismissed_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, bill_id, year, month)
);
CREATE INDEX IF NOT EXISTS idx_autopay_suggestion_dismissals_user_month
ON autopay_suggestion_dismissals(user_id, year, month);
`);
console.log('[migration] autopay auto_mark_paid and suggestion dismissals ensured');
}
},
{
version: 'v0.58',
description: 'bills: saved bill templates',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='bill_templates'").get();
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS bill_templates (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
name TEXT NOT NULL,
data TEXT NOT NULL,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(user_id, name)
);
CREATE INDEX IF NOT EXISTS idx_bill_templates_user_name
ON bill_templates(user_id, name);
`);
console.log('[migration] bill_templates table ensured');
}
2026-05-16 20:26:09 -05:00
},
{
version: 'v0.59',
description: 'payments: source metadata for future transaction matching',
check: function() {
const cols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
return cols.includes('payment_source') && cols.includes('transaction_id');
},
run: function() {
const cols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
if (!cols.includes('payment_source')) {
db.exec("ALTER TABLE payments ADD COLUMN payment_source TEXT NOT NULL DEFAULT 'manual'");
}
if (!cols.includes('transaction_id')) {
db.exec('ALTER TABLE payments ADD COLUMN transaction_id INTEGER');
}
console.log('[migration] payments: source metadata columns added');
}
},
{
version: 'v0.60',
description: 'transactions: shared transaction foundation tables',
check: function() {
const tables = db.prepare(`
SELECT name
FROM sqlite_master
WHERE type = 'table'
AND name IN ('data_sources', 'financial_accounts', 'transactions')
`).all();
return tables.length === 3;
},
run: function() {
ensureTransactionFoundationSchema(db);
console.log('[migration] transaction foundation tables ensured');
}
},
{
version: 'v0.61',
description: 'payments: one active payment per linked transaction',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='index' AND name='idx_payments_transaction_active'").get();
},
run: function() {
db.exec(`
CREATE UNIQUE INDEX IF NOT EXISTS idx_payments_transaction_active
ON payments(transaction_id)
WHERE transaction_id IS NOT NULL AND deleted_at IS NULL
`);
console.log('[migration] payments: transaction active unique index ensured');
}
},
{
version: 'v0.62',
description: 'matches: rejected transaction match suggestions',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='match_suggestion_rejections'").get();
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS match_suggestion_rejections (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
transaction_id INTEGER NOT NULL REFERENCES transactions(id) ON DELETE CASCADE,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
rejected_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, transaction_id, bill_id)
);
CREATE INDEX IF NOT EXISTS idx_match_suggestion_rejections_user
ON match_suggestion_rejections(user_id, transaction_id, bill_id);
`);
console.log('[migration] match suggestion rejections table ensured');
}
},
{
version: 'v0.63',
description: 'bills: subscription metadata fields',
check: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
return ['is_subscription', 'subscription_type', 'reminder_days_before', 'subscription_source', 'subscription_detected_at']
.every(col => cols.includes(col));
},
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('is_subscription')) db.exec('ALTER TABLE bills ADD COLUMN is_subscription INTEGER NOT NULL DEFAULT 0');
if (!cols.includes('subscription_type')) db.exec('ALTER TABLE bills ADD COLUMN subscription_type TEXT');
if (!cols.includes('reminder_days_before')) db.exec('ALTER TABLE bills ADD COLUMN reminder_days_before INTEGER NOT NULL DEFAULT 3');
if (!cols.includes('subscription_source')) db.exec("ALTER TABLE bills ADD COLUMN subscription_source TEXT NOT NULL DEFAULT 'manual'");
if (!cols.includes('subscription_detected_at')) db.exec('ALTER TABLE bills ADD COLUMN subscription_detected_at TEXT');
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_subscription ON bills(user_id, is_subscription, active)');
console.log('[migration] bills: subscription metadata columns added');
}
},
{
version: 'v0.64',
description: 'financial_accounts: monitored flag for bill matching',
check: function() {
const cols = db.prepare('PRAGMA table_info(financial_accounts)').all().map(c => c.name);
return cols.includes('monitored');
},
run: function() {
const cols = db.prepare('PRAGMA table_info(financial_accounts)').all().map(c => c.name);
if (!cols.includes('monitored')) {
db.exec('ALTER TABLE financial_accounts ADD COLUMN monitored INTEGER NOT NULL DEFAULT 1');
console.log('[migration] financial_accounts: monitored column added');
}
}
},
{
version: 'v0.65',
description: 'subscription_catalog: top-200 known subscription services',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='subscription_catalog'").get();
},
run: function() {
runSubscriptionCatalogMigration(db);
}
},
{
version: 'v0.66',
description: 'declined_subscription_hints: per-user dismissed recommendation store',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='declined_subscription_hints'").get();
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS declined_subscription_hints (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
decline_key TEXT NOT NULL,
declined_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, decline_key)
);
CREATE INDEX IF NOT EXISTS idx_declined_hints_user
ON declined_subscription_hints(user_id);
`);
}
},
{
version: 'v0.67',
description: 'bill_merchant_rules: persistent merchant→bill auto-match rules',
check: function() {
return !!db.prepare("SELECT name FROM sqlite_master WHERE type='table' AND name='bill_merchant_rules'").get();
},
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS bill_merchant_rules (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
merchant TEXT NOT NULL,
created_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, bill_id, merchant)
);
CREATE INDEX IF NOT EXISTS idx_bill_merchant_rules_user
ON bill_merchant_rules(user_id);
`);
}
}
];
2026-05-14 01:17:05 -05:00
// Check for legacy notification columns
const userCols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const newUserCols = [
'active', 'is_default_admin', 'notification_email', 'notifications_enabled',
'notify_3d', 'notify_1d', 'notify_due', 'notify_overdue'
];
const hasNotificationColumns = newUserCols.every(col => userCols.includes(col));
// If notification columns exist, mark that migration as applied
if (hasNotificationColumns) {
try {
recordMigration('legacy-notification-columns', 'users: notification columns');
console.log('[migration] Recorded legacy notification columns migration');
} catch (e) {
// Ignore if already recorded
}
}
// Process all versioned migrations
for (const migration of migrations) {
if (migration.check()) {
try {
recordMigration(migration.version, migration.description);
console.log(`[migration] Recorded legacy migration ${migration.version}: ${migration.description}`);
} catch (e) {
// Ignore if already recorded
}
} else {
// Migration changes are NOT present - run the migration to apply them
try {
console.log(`[migration] Running legacy migration ${migration.version}: ${migration.description}`);
// Wrap legacy migration in transaction
db.exec('BEGIN');
console.log(`[migration] Transaction BEGIN for legacy ${migration.version}`);
migration.run();
recordMigration(migration.version, migration.description);
db.exec('COMMIT');
console.log(`[migration] Transaction COMMIT for legacy ${migration.version}`);
} catch (err) {
db.exec('ROLLBACK');
console.error(`[migration-error] Failed to apply legacy migration ${migration.version}: ${err.message}. Rolled back.`);
throw err;
}
}
}
console.log('[migration] Legacy database reconciliation complete');
}
function recordMigration(version, description) {
const stmt = db.prepare('INSERT INTO schema_migrations (version, description) VALUES (?, ?)');
stmt.run(version, description);
console.log(`[migration] Applied ${version}: ${description}`);
}
function validateMigrationDependencies(migration, appliedVersions) {
// Validate that all dependencies for a migration have been applied
const deps = migration.dependsOn || [];
const missing = deps.filter(dep => !appliedVersions.has(dep));
if (missing.length === 0) {
return { valid: true };
}
return { valid: false, missing };
}
2026-05-03 19:51:57 -05:00
function runMigrations() {
console.log('[migration] Starting database migrations');
const startTime = Date.now();
// Log start of migrations to audit log
try {
getLogAudit()({
action: 'migration.start',
entity_type: 'migration',
entity_id: null,
details: { message: 'Starting database migrations' }
});
} catch (auditErr) {
console.error(`[audit-error] Failed to log migration start to audit log: ${auditErr.message}`);
}
// Define all migrations with explicit version tracking and dependency chains
const migrations = [
{
version: 'v0.2',
dependsOn: [],
description: 'payments: soft-delete column',
run: function() {
const paymentCols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
if (!paymentCols.includes('deleted_at')) {
db.exec('ALTER TABLE payments ADD COLUMN deleted_at TEXT');
// Index for fast filtering of live payments
db.exec('CREATE INDEX IF NOT EXISTS idx_payments_deleted ON payments(deleted_at)');
console.log('[migration] payments.deleted_at column added');
}
}
},
{
version: 'v0.3',
dependsOn: ['v0.2'],
description: 'payments: compound index for tracker query',
run: function() {
// Supports: WHERE bill_id = ? AND paid_date BETWEEN ? AND ? AND deleted_at IS NULL
db.exec('CREATE INDEX IF NOT EXISTS idx_payments_bill_date_del ON payments(bill_id, paid_date, deleted_at)');
}
},
{
version: 'v0.4',
dependsOn: ['v0.3'],
description: 'monthly_bill_state: per-bill per-month overrides',
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS monthly_bill_state (
id INTEGER PRIMARY KEY AUTOINCREMENT,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
actual_amount REAL,
notes TEXT,
is_skipped INTEGER NOT NULL DEFAULT 0,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(bill_id, year, month)
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_bill_state_lookup ON monthly_bill_state(bill_id, year, month)');
console.log('[migration] monthly_bill_state table ensured');
}
},
{
version: 'v0.13',
dependsOn: ['v0.4'],
description: 'users: profile columns',
run: function() {
const userColsNow = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const profileCols = [
['display_name', 'TEXT'],
['last_password_change_at','TEXT'],
];
for (const [col, def] of profileCols) {
if (!userColsNow.includes(col)) {
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
}
db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
}
}
}
},
{
version: 'v0.14',
dependsOn: ['v0.13'],
description: 'bills: history visibility mode',
run: function() {
const billColsHist = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billColsHist.includes('history_visibility')) {
db.exec("ALTER TABLE bills ADD COLUMN history_visibility TEXT NOT NULL DEFAULT 'default'");
console.log('[migration] bills.history_visibility column added');
}
}
},
{
version: 'v0.14.4',
dependsOn: ['v0.14'],
description: 'bills: optional credit-card APR / interest rate',
run: function() {
const billColsInterest = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billColsInterest.includes('interest_rate')) {
db.exec('ALTER TABLE bills ADD COLUMN interest_rate REAL');
console.log('[migration] bills.interest_rate column added');
}
}
},
{
version: 'v0.15',
dependsOn: ['v0.14.4'],
description: 'import_sessions and import_history tables',
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS import_sessions (
id TEXT PRIMARY KEY,
user_id INTEGER NOT NULL,
created_at TEXT NOT NULL,
expires_at TEXT NOT NULL,
preview_json TEXT NOT NULL
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_import_sessions_user ON import_sessions(user_id)');
db.exec('CREATE INDEX IF NOT EXISTS idx_import_sessions_expires ON import_sessions(expires_at)');
// ── import_history: per-user audit log (v0.38) ────────────────────────────
db.exec(`
CREATE TABLE IF NOT EXISTS import_history (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL,
imported_at TEXT NOT NULL,
source_filename TEXT,
file_type TEXT DEFAULT 'xlsx',
sheet_name TEXT,
rows_parsed INTEGER DEFAULT 0,
rows_created INTEGER DEFAULT 0,
rows_updated INTEGER DEFAULT 0,
rows_skipped INTEGER DEFAULT 0,
rows_ambiguous INTEGER DEFAULT 0,
rows_errored INTEGER DEFAULT 0,
options_json TEXT,
summary_json TEXT
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_import_history_user ON import_history(user_id)');
}
},
{
version: 'v0.17',
dependsOn: ['v0.15'],
description: 'users: external identity / OIDC columns',
run: function() {
const userColsOidc = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const oidcUserCols = [
['auth_provider', "TEXT NOT NULL DEFAULT 'local'"],
['external_subject', 'TEXT'],
['email', 'TEXT'],
['last_login_at', 'TEXT'],
];
for (const [col, def] of oidcUserCols) {
if (!userColsOidc.includes(col)) {
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
}
db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
}
}
// ── oidc_states: short-lived PKCE + nonce state for OIDC login (v0.17) ───
db.exec(`
CREATE TABLE IF NOT EXISTS oidc_states (
id TEXT PRIMARY KEY,
nonce TEXT NOT NULL,
code_verifier TEXT NOT NULL,
redirect_to TEXT,
created_at TEXT NOT NULL,
expires_at TEXT NOT NULL
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_oidc_states_expires ON oidc_states(expires_at)');
}
},
{
version: 'v0.18.1',
dependsOn: ['v0.17'],
description: 'monthly_income: per-user monthly income for Summary planning',
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS monthly_income (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
label TEXT NOT NULL DEFAULT 'Salary',
amount REAL NOT NULL DEFAULT 0,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(user_id, year, month)
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_income_user_month ON monthly_income(user_id, year, month)');
}
},
{
version: 'v0.18.2',
dependsOn: ['v0.18.1'],
description: 'monthly_starting_amounts: per-user monthly starting amounts for 1st and 15th',
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS monthly_starting_amounts (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
first_amount REAL NOT NULL DEFAULT 0 CHECK(first_amount >= 0),
fifteenth_amount REAL NOT NULL DEFAULT 0 CHECK(fifteenth_amount >= 0),
other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0),
notes TEXT,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(user_id, year, month)
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_starting_amounts_user_month ON monthly_starting_amounts(user_id, year, month)');
}
},
{
version: 'v0.18.3',
dependsOn: ['v0.18.2'],
description: 'monthly_starting_amounts: add other_amount column',
run: function() {
const startingCols = db.prepare('PRAGMA table_info(monthly_starting_amounts)').all().map(c => c.name);
if (!startingCols.includes('other_amount')) {
// Security FIX (2026-05-08): Validate column name to prevent SQL injection
if (!isValidColumnName('other_amount')) {
throw new Error('Invalid migration: column other_amount not in whitelist');
}
db.exec('ALTER TABLE monthly_starting_amounts ADD COLUMN other_amount REAL NOT NULL DEFAULT 0 CHECK(other_amount >= 0)');
console.log('[migration] monthly_starting_amounts.other_amount column added');
}
}
},
{
version: 'v0.38',
dependsOn: ['v0.18.3'],
description: 'import_history: per-user audit log',
run: function() {
// This was already handled in v0.15, but keeping for completeness
}
},
{
version: 'v0.40',
dependsOn: ['v0.38'],
description: 'ownership: user-scoped bills/categories',
run: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billCols.includes('user_id')) {
db.exec('ALTER TABLE bills ADD COLUMN user_id INTEGER REFERENCES users(id) ON DELETE CASCADE');
}
const categoryCols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
if (!categoryCols.includes('user_id')) {
db.exec('ALTER TABLE categories ADD COLUMN user_id INTEGER REFERENCES users(id) ON DELETE CASCADE');
}
const categorySql = db.prepare("SELECT sql FROM sqlite_master WHERE type='table' AND name='categories'").get()?.sql || '';
if (/name\s+TEXT\s+NOT\s+NULL\s+UNIQUE/i.test(categorySql)) {
db.exec('PRAGMA foreign_keys = OFF');
db.exec(`
CREATE TABLE IF NOT EXISTS categories_v040 (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER REFERENCES users(id) ON DELETE CASCADE,
name TEXT NOT NULL,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now'))
)
`);
db.exec('INSERT INTO categories_v040 (id, user_id, name, created_at, updated_at) SELECT id, user_id, name, created_at, updated_at FROM categories');
db.exec('DROP TABLE categories');
db.exec('ALTER TABLE categories_v040 RENAME TO categories');
db.exec('PRAGMA foreign_keys = ON');
}
const firstAdmin = db.prepare("SELECT id FROM users WHERE role = 'admin' ORDER BY id LIMIT 1").get();
if (firstAdmin) {
db.prepare('UPDATE bills SET user_id = ? WHERE user_id IS NULL').run(firstAdmin.id);
// Drop any NULL-owner categories whose name already exists for this admin (case-insensitive)
// to prevent a UNIQUE(user_id, name) violation when we assign them below.
db.prepare(`
DELETE FROM categories
WHERE user_id IS NULL
AND LOWER(name) IN (
SELECT LOWER(name) FROM categories WHERE user_id = ?
)
`).run(firstAdmin.id);
db.prepare('UPDATE categories SET user_id = ? WHERE user_id IS NULL').run(firstAdmin.id);
}
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_active ON bills(user_id, active)');
db.exec('CREATE INDEX IF NOT EXISTS idx_categories_user_name ON categories(user_id, name)');
db.exec('CREATE UNIQUE INDEX IF NOT EXISTS idx_categories_user_name_unique ON categories(user_id, name COLLATE NOCASE)');
}
},
{
version: 'v0.41',
dependsOn: ['v0.40'],
description: 'bills and categories: is_seeded flag for demo data cleanup',
run: function() {
// ── bills: is_seeded flag for demo data cleanup (v0.41) ───────────────────
const billColsSeeded = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billColsSeeded.includes('is_seeded')) {
db.exec('ALTER TABLE bills ADD COLUMN is_seeded INTEGER NOT NULL DEFAULT 0');
console.log('[migration] bills.is_seeded column added');
}
// ── categories: is_seeded flag for demo data cleanup (v0.41) ──────────────
const categoryColsSeeded = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
if (!categoryColsSeeded.includes('is_seeded')) {
db.exec('ALTER TABLE categories ADD COLUMN is_seeded INTEGER NOT NULL DEFAULT 0');
console.log('[migration] categories.is_seeded column added');
}
}
},
{
version: 'v0.42',
dependsOn: ['v0.41'],
description: 'bill_history_ranges: per-bill date ranges for history visibility',
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS bill_history_ranges (
id INTEGER PRIMARY KEY AUTOINCREMENT,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
start_year INTEGER NOT NULL,
start_month INTEGER NOT NULL,
end_year INTEGER,
end_month INTEGER,
label TEXT,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now'))
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_bill_history_ranges_bill ON bill_history_ranges(bill_id)');
}
},
{
version: 'v0.43',
dependsOn: ['v0.42'],
description: 'sessions: add created_at column',
run: function() {
const sessionCols = db.prepare('PRAGMA table_info(sessions)').all().map(c => c.name);
if (!sessionCols.includes('created_at')) {
// Security FIX (2026-05-09): Validate column name to prevent SQL injection
if (!isValidColumnName('created_at')) {
throw new Error('Invalid migration: column created_at not in whitelist');
}
db.exec("ALTER TABLE sessions ADD COLUMN created_at TEXT DEFAULT (datetime('now'))");
console.log('[migration] sessions.created_at column added');
}
}
},
{
version: 'v0.44',
dependsOn: ['v0.43'],
description: 'performance: add missing indexes for frequently queried columns',
run: function() {
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_name ON bills(user_id, name)');
db.exec('CREATE INDEX IF NOT EXISTS idx_payments_method ON payments(method)');
db.exec('CREATE INDEX IF NOT EXISTS idx_monthly_starting_amounts_user ON monthly_starting_amounts(user_id)');
db.exec('CREATE INDEX IF NOT EXISTS idx_import_history_imported_at ON import_history(imported_at)');
console.log('[migration] Added indexes for frequently queried columns');
}
},
{
version: 'v0.45',
dependsOn: ['v0.44'],
description: 'audit: add audit_log table for security event tracking',
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS audit_log (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER,
action TEXT NOT NULL,
entity_type TEXT,
entity_id INTEGER,
details_json TEXT,
ip_address TEXT,
user_agent TEXT,
created_at TEXT DEFAULT (datetime('now'))
);
CREATE INDEX IF NOT EXISTS idx_audit_log_user ON audit_log(user_id, created_at);
CREATE INDEX IF NOT EXISTS idx_audit_log_action ON audit_log(action, created_at);
`);
}
},
{
version: 'v0.46',
description: 'billing: add cycle_type and cycle_day columns to bills',
dependsOn: ['v0.45'],
run: function() {
2026-05-14 01:17:05 -05:00
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('cycle_type')) {
db.exec(`ALTER TABLE bills ADD COLUMN cycle_type TEXT NOT NULL DEFAULT 'monthly'`);
}
if (!cols.includes('cycle_day')) {
db.exec(`ALTER TABLE bills ADD COLUMN cycle_day TEXT`);
}
}
},
{
version: 'v0.47',
description: 'settings: reset backup_schedule_retention_count default from 14 to 2',
dependsOn: ['v0.46'],
run: function() {
db.prepare("UPDATE settings SET value = '2' WHERE key = 'backup_schedule_retention_count' AND value = '14'").run();
console.log('[migration] backup_schedule_retention_count updated from 14 to 2');
}
2026-05-14 02:11:54 -05:00
},
{
version: 'v0.48',
description: 'bills: debt snowball fields (current_balance, minimum_payment, snowball_order, snowball_include)',
dependsOn: ['v0.47'],
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('current_balance')) db.exec('ALTER TABLE bills ADD COLUMN current_balance REAL');
if (!cols.includes('minimum_payment')) db.exec('ALTER TABLE bills ADD COLUMN minimum_payment REAL');
if (!cols.includes('snowball_order')) db.exec('ALTER TABLE bills ADD COLUMN snowball_order INTEGER');
if (!cols.includes('snowball_include')) db.exec('ALTER TABLE bills ADD COLUMN snowball_include INTEGER NOT NULL DEFAULT 0');
console.log('[migration] bills: debt snowball columns added');
}
},
{
version: 'v0.49',
description: 'users: snowball_extra_payment column',
dependsOn: ['v0.48'],
run: function() {
const cols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
if (!cols.includes('snowball_extra_payment')) {
db.exec('ALTER TABLE users ADD COLUMN snowball_extra_payment REAL NOT NULL DEFAULT 0');
}
console.log('[migration] users: snowball_extra_payment column added');
}
},
{
version: 'v0.50',
description: 'payments: balance_delta column for debt payoff tracking',
dependsOn: ['v0.49'],
run: function() {
const cols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
if (!cols.includes('balance_delta')) {
db.exec('ALTER TABLE payments ADD COLUMN balance_delta REAL');
}
console.log('[migration] payments: balance_delta column added');
}
2026-05-14 03:00:01 -05:00
},
{
version: 'v0.51',
description: 'bills: snowball_exempt column for hiding debt-like bills',
dependsOn: ['v0.50'],
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('snowball_exempt')) {
db.exec('ALTER TABLE bills ADD COLUMN snowball_exempt INTEGER NOT NULL DEFAULT 0');
}
console.log('[migration] bills: snowball_exempt column added');
}
2026-05-14 21:00:07 -05:00
},
{
version: 'v0.52',
description: 'users: last_seen_version for release-notes notifications',
dependsOn: ['v0.51'],
run: function() {
const cols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
if (!cols.includes('last_seen_version')) {
db.exec('ALTER TABLE users ADD COLUMN last_seen_version TEXT');
}
console.log('[migration] users: last_seen_version column added');
}
2026-05-15 01:36:56 -05:00
},
{
version: 'v0.53',
description: 'user_login_history: track last 3 logins per user',
dependsOn: ['v0.52'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS user_login_history (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
logged_in_at TEXT NOT NULL DEFAULT (datetime('now')),
ip_address TEXT,
user_agent TEXT
)
`);
console.log('[migration] user_login_history table created');
}
2026-05-15 22:45:38 -05:00
},
{
version: 'v0.54',
description: 'user_settings: per-user display and billing preferences',
dependsOn: ['v0.53'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS user_settings (
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
key TEXT NOT NULL,
value TEXT NOT NULL,
updated_at TEXT DEFAULT (datetime('now')),
PRIMARY KEY (user_id, key)
)
`);
const userSettingKeys = ['currency', 'date_format', 'grace_period_days', 'notify_days_before'];
const users = db.prepare('SELECT id FROM users').all();
const getCurrent = db.prepare('SELECT value FROM settings WHERE key = ?');
const insert = db.prepare(`
INSERT OR IGNORE INTO user_settings (user_id, key, value)
VALUES (?, ?, ?)
`);
for (const user of users) {
for (const key of userSettingKeys) {
const row = getCurrent.get(key);
if (row) insert.run(user.id, key, row.value);
}
}
console.log('[migration] user_settings table created and seeded from current global defaults');
}
},
{
version: 'v0.55',
description: 'user_login_history: parsed device metadata and fingerprint',
dependsOn: ['v0.54'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS user_login_history (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
logged_in_at TEXT NOT NULL DEFAULT (datetime('now')),
ip_address TEXT,
user_agent TEXT,
browser TEXT,
os TEXT,
device_type TEXT,
device_fingerprint TEXT
)
`);
const cols = db.prepare('PRAGMA table_info(user_login_history)').all().map(c => c.name);
const newCols = [
['browser', 'TEXT'],
['os', 'TEXT'],
['device_type', 'TEXT'],
['device_fingerprint', 'TEXT'],
];
for (const [col, def] of newCols) {
if (!cols.includes(col)) {
db.exec(`ALTER TABLE user_login_history ADD COLUMN ${col} ${def}`);
}
}
console.log('[migration] user_login_history device metadata columns ensured');
}
2026-05-16 10:34:32 -05:00
},
{
version: 'v0.56',
description: 'bills/categories: soft-delete columns',
dependsOn: ['v0.55'],
run: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const catCols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
if (!billCols.includes('deleted_at')) {
db.exec('ALTER TABLE bills ADD COLUMN deleted_at TEXT');
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_deleted ON bills(user_id, deleted_at)');
}
if (!catCols.includes('deleted_at')) {
db.exec('ALTER TABLE categories ADD COLUMN deleted_at TEXT');
db.exec('CREATE INDEX IF NOT EXISTS idx_categories_deleted ON categories(user_id, deleted_at)');
}
console.log('[migration] bills/categories deleted_at columns added');
}
2026-05-16 15:38:28 -05:00
},
{
version: 'v0.57',
description: 'autopay: suggestions and auto-mark paid',
dependsOn: ['v0.56'],
run: function() {
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!billCols.includes('auto_mark_paid')) {
db.exec('ALTER TABLE bills ADD COLUMN auto_mark_paid INTEGER NOT NULL DEFAULT 0');
}
db.exec(`
CREATE TABLE IF NOT EXISTS autopay_suggestion_dismissals (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
year INTEGER NOT NULL CHECK(year BETWEEN 2000 AND 2100),
month INTEGER NOT NULL CHECK(month BETWEEN 1 AND 12),
dismissed_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, bill_id, year, month)
);
CREATE INDEX IF NOT EXISTS idx_autopay_suggestion_dismissals_user_month
ON autopay_suggestion_dismissals(user_id, year, month);
`);
console.log('[migration] autopay auto_mark_paid and suggestion dismissals ensured');
}
},
{
version: 'v0.58',
description: 'bills: saved bill templates',
dependsOn: ['v0.57'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS bill_templates (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
name TEXT NOT NULL,
data TEXT NOT NULL,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now')),
UNIQUE(user_id, name)
);
CREATE INDEX IF NOT EXISTS idx_bill_templates_user_name
ON bill_templates(user_id, name);
`);
console.log('[migration] bill_templates table ensured');
}
2026-05-16 20:26:09 -05:00
},
{
version: 'v0.59',
description: 'payments: source metadata for future transaction matching',
dependsOn: ['v0.58'],
run: function() {
const cols = db.prepare('PRAGMA table_info(payments)').all().map(c => c.name);
if (!cols.includes('payment_source')) {
db.exec("ALTER TABLE payments ADD COLUMN payment_source TEXT NOT NULL DEFAULT 'manual'");
}
if (!cols.includes('transaction_id')) {
db.exec('ALTER TABLE payments ADD COLUMN transaction_id INTEGER');
}
console.log('[migration] payments: source metadata columns added');
}
},
{
version: 'v0.60',
description: 'transactions: shared transaction foundation tables',
dependsOn: ['v0.59'],
run: function() {
ensureTransactionFoundationSchema(db);
console.log('[migration] transaction foundation tables ensured');
}
},
{
version: 'v0.61',
description: 'payments: one active payment per linked transaction',
dependsOn: ['v0.60'],
run: function() {
db.exec(`
CREATE UNIQUE INDEX IF NOT EXISTS idx_payments_transaction_active
ON payments(transaction_id)
WHERE transaction_id IS NOT NULL AND deleted_at IS NULL
`);
console.log('[migration] payments: transaction active unique index ensured');
}
},
{
version: 'v0.62',
description: 'matches: rejected transaction match suggestions',
dependsOn: ['v0.61'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS match_suggestion_rejections (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
transaction_id INTEGER NOT NULL REFERENCES transactions(id) ON DELETE CASCADE,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
rejected_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, transaction_id, bill_id)
);
CREATE INDEX IF NOT EXISTS idx_match_suggestion_rejections_user
ON match_suggestion_rejections(user_id, transaction_id, bill_id);
`);
console.log('[migration] match suggestion rejections table ensured');
}
},
{
version: 'v0.63',
description: 'bills: subscription metadata fields',
dependsOn: ['v0.62'],
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('is_subscription')) db.exec('ALTER TABLE bills ADD COLUMN is_subscription INTEGER NOT NULL DEFAULT 0');
if (!cols.includes('subscription_type')) db.exec('ALTER TABLE bills ADD COLUMN subscription_type TEXT');
if (!cols.includes('reminder_days_before')) db.exec('ALTER TABLE bills ADD COLUMN reminder_days_before INTEGER NOT NULL DEFAULT 3');
if (!cols.includes('subscription_source')) db.exec("ALTER TABLE bills ADD COLUMN subscription_source TEXT NOT NULL DEFAULT 'manual'");
if (!cols.includes('subscription_detected_at')) db.exec('ALTER TABLE bills ADD COLUMN subscription_detected_at TEXT');
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_subscription ON bills(user_id, is_subscription, active)');
console.log('[migration] bills: subscription metadata columns added');
}
},
{
version: 'v0.64',
description: 'financial_accounts: monitored flag for bill matching',
dependsOn: ['v0.63'],
run: function() {
const cols = db.prepare('PRAGMA table_info(financial_accounts)').all().map(c => c.name);
if (!cols.includes('monitored')) {
db.exec('ALTER TABLE financial_accounts ADD COLUMN monitored INTEGER NOT NULL DEFAULT 1');
console.log('[migration] financial_accounts: monitored column added');
}
}
},
{
version: 'v0.65',
description: 'subscription_catalog: top-200 known subscription services',
dependsOn: ['v0.64'],
run: function() {
runSubscriptionCatalogMigration(db);
}
},
{
version: 'v0.66',
description: 'declined_subscription_hints: per-user dismissed recommendation store',
dependsOn: ['v0.65'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS declined_subscription_hints (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
decline_key TEXT NOT NULL,
declined_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, decline_key)
);
CREATE INDEX IF NOT EXISTS idx_declined_hints_user
ON declined_subscription_hints(user_id);
`);
}
},
{
version: 'v0.67',
description: 'bill_merchant_rules: persistent merchant→bill auto-match rules',
dependsOn: ['v0.66'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS bill_merchant_rules (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
bill_id INTEGER NOT NULL REFERENCES bills(id) ON DELETE CASCADE,
merchant TEXT NOT NULL,
created_at TEXT NOT NULL DEFAULT (datetime('now')),
UNIQUE(user_id, bill_id, merchant)
);
CREATE INDEX IF NOT EXISTS idx_bill_merchant_rules_user
ON bill_merchant_rules(user_id);
`);
}
},
{
version: 'v0.68',
description: 'advisory_non_bill_filters: 5k advisory patterns + bill-like override terms',
dependsOn: ['v0.67'],
run: function() {
runAdvisoryFiltersMigration(db);
}
},
{
version: 'v0.69',
description: 'subscription_catalog v2: 90 new services + category fixes',
dependsOn: ['v0.68'],
run: function() {
runSubscriptionCatalogV2Migration(db);
}
},
{
version: 'v0.70',
description: 'monthly_bill_state: add snoozed_until for overdue command center',
dependsOn: ['v0.69'],
run: function() {
2026-05-30 16:13:37 -05:00
const cols = db.prepare('PRAGMA table_info(monthly_bill_state)').all().map(c => c.name);
if (!cols.includes('snoozed_until')) db.exec('ALTER TABLE monthly_bill_state ADD COLUMN snoozed_until TEXT');
}
},
{
version: 'v0.71',
description: 'bills: add drift_snoozed_until; users: add notify_amount_change',
dependsOn: ['v0.70'],
run: function() {
2026-05-30 16:13:37 -05:00
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const userCols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
if (!billCols.includes('drift_snoozed_until')) db.exec('ALTER TABLE bills ADD COLUMN drift_snoozed_until TEXT');
if (!userCols.includes('notify_amount_change')) db.exec('ALTER TABLE users ADD COLUMN notify_amount_change INTEGER NOT NULL DEFAULT 1');
}
},
{
version: 'v0.72',
description: 'bills: persistent tracker sort order',
dependsOn: ['v0.71'],
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('sort_order')) db.exec('ALTER TABLE bills ADD COLUMN sort_order INTEGER');
db.exec('CREATE INDEX IF NOT EXISTS idx_bills_user_sort ON bills(user_id, active, sort_order, due_day)');
}
2026-05-30 17:27:15 -05:00
},
{
version: 'v0.73',
description: 'add snowball_plans table for plan lifecycle + history',
dependsOn: ['v0.72'],
run: function() {
db.exec(`
CREATE TABLE IF NOT EXISTS snowball_plans (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
name TEXT NOT NULL DEFAULT 'Snowball Plan',
method TEXT NOT NULL DEFAULT 'snowball',
status TEXT NOT NULL DEFAULT 'active',
started_at TEXT NOT NULL DEFAULT (datetime('now')),
paused_at TEXT,
completed_at TEXT,
extra_payment REAL NOT NULL DEFAULT 0,
plan_snapshot TEXT NOT NULL,
notes TEXT,
created_at TEXT NOT NULL DEFAULT (datetime('now')),
updated_at TEXT NOT NULL DEFAULT (datetime('now'))
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_snowball_plans_user ON snowball_plans(user_id, status, created_at)');
}
},
{
version: 'v0.74',
description: 'subscription_catalog: Claude.ai Anthropic matching',
dependsOn: ['v0.73'],
run: function() {
db.prepare(`
UPDATE subscription_catalog
SET name = 'Claude.ai',
category = 'AI',
subscription_type = 'software',
website = 'https://claude.ai/upgrade',
domain = 'anthropic.com'
WHERE name IN ('Claude', 'Claude.ai')
OR domain IN ('claude.ai', 'anthropic.com')
`).run();
db.prepare(`
INSERT INTO subscription_catalog (rank, name, category, subscription_type, website, domain)
SELECT 94, 'Claude.ai', 'AI', 'software', 'https://claude.ai/upgrade', 'anthropic.com'
WHERE NOT EXISTS (
SELECT 1 FROM subscription_catalog
WHERE name = 'Claude.ai' OR domain IN ('claude.ai', 'anthropic.com')
)
`).run();
}
},
{
version: 'v0.75',
description: 'categories: persistent sort order',
dependsOn: ['v0.74'],
run: function() {
const cols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
if (!cols.includes('sort_order')) db.exec('ALTER TABLE categories ADD COLUMN sort_order INTEGER');
db.exec('CREATE INDEX IF NOT EXISTS idx_categories_user_sort ON categories(user_id, sort_order, name)');
}
},
{
version: 'v0.76',
description: 'bills: canonical billing schedule cleanup',
dependsOn: ['v0.75'],
run: function() {
const cols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
if (!cols.includes('cycle_type') || !cols.includes('cycle_day') || !cols.includes('billing_cycle')) return;
db.exec(`
UPDATE bills
SET cycle_type = CASE
WHEN LOWER(COALESCE(cycle_type, '')) IN ('', 'monthly')
AND LOWER(COALESCE(billing_cycle, '')) = 'quarterly'
THEN 'quarterly'
WHEN LOWER(COALESCE(cycle_type, '')) IN ('', 'monthly')
AND LOWER(COALESCE(billing_cycle, '')) IN ('annually', 'annual')
THEN 'annual'
WHEN LOWER(COALESCE(cycle_type, '')) IN ('monthly', 'weekly', 'biweekly', 'quarterly', 'annual')
THEN LOWER(cycle_type)
ELSE 'monthly'
END;
UPDATE bills
SET cycle_day = CASE
WHEN cycle_type IN ('weekly', 'biweekly')
AND LOWER(COALESCE(cycle_day, '')) IN ('monday', 'tuesday', 'wednesday', 'thursday', 'friday', 'saturday', 'sunday')
THEN LOWER(cycle_day)
WHEN cycle_type IN ('weekly', 'biweekly')
THEN 'monday'
WHEN cycle_type IN ('quarterly', 'annual')
AND CAST(cycle_day AS INTEGER) BETWEEN 1 AND 12
THEN CAST(CAST(cycle_day AS INTEGER) AS TEXT)
WHEN cycle_type IN ('quarterly', 'annual')
THEN '1'
WHEN cycle_type = 'monthly'
AND CAST(cycle_day AS INTEGER) BETWEEN 1 AND 31
THEN CAST(CAST(cycle_day AS INTEGER) AS TEXT)
ELSE CAST(CASE WHEN due_day BETWEEN 1 AND 31 THEN due_day ELSE 1 END AS TEXT)
END;
UPDATE bills
SET billing_cycle = CASE
WHEN cycle_type = 'quarterly' THEN 'quarterly'
WHEN cycle_type = 'annual' THEN 'annually'
WHEN cycle_type IN ('weekly', 'biweekly') THEN 'irregular'
ELSE 'monthly'
END;
`);
}
2026-05-31 15:06:10 -05:00
},
{
version: 'v0.77',
description: 'encrypt SMTP password at rest',
dependsOn: ['v0.76'],
run: function() {
try {
const { decryptSecret, encryptSecret } = require('../services/encryptionService');
const row = db.prepare("SELECT value FROM settings WHERE key = 'notify_smtp_password'").get();
if (row?.value) {
try {
decryptSecret(row.value); // already encrypted — skip
} catch {
// plaintext — encrypt it
db.prepare("UPDATE settings SET value = ?, updated_at = datetime('now') WHERE key = 'notify_smtp_password'")
.run(encryptSecret(row.value));
}
}
} catch (err) {
console.warn('[v0.77] SMTP password encryption migration failed:', err.message);
}
}
}
];
2026-05-14 01:17:05 -05:00
2026-05-03 19:51:57 -05:00
// ── users: notification columns ───────────────────────────────────────────
// This migration needs to run first since it's not versioned in the schema
console.log('[migration] Applying unversioned user notification columns');
const unversionedStartTime = Date.now();
try {
db.exec('BEGIN');
console.log('[migration] Transaction BEGIN for unversioned user notification columns');
const userCols = db.prepare('PRAGMA table_info(users)').all().map(c => c.name);
const newUserCols = [
['active', 'INTEGER NOT NULL DEFAULT 1'],
['is_default_admin', 'INTEGER NOT NULL DEFAULT 0'],
['notification_email', 'TEXT'],
['notifications_enabled', 'INTEGER NOT NULL DEFAULT 0'],
['notify_3d', 'INTEGER NOT NULL DEFAULT 1'],
['notify_1d', 'INTEGER NOT NULL DEFAULT 1'],
['notify_due', 'INTEGER NOT NULL DEFAULT 1'],
['notify_overdue', 'INTEGER NOT NULL DEFAULT 1'],
];
for (const [col, def] of newUserCols) {
if (!userCols.includes(col)) {
// Security FIX (2026-05-08): Validate column name and definition to prevent SQL injection
if (!isValidColumnName(col) || !isValidSqlDefinition(def)) {
throw new Error(`Invalid migration: column '${col}' not in whitelist`);
}
db.exec(`ALTER TABLE users ADD COLUMN ${col} ${def}`);
2026-05-09 13:03:36 -05:00
}
}
const defaultAdminName = process.env.INIT_ADMIN_USER || 'admin';
db.prepare(`
UPDATE users
SET is_default_admin = 1
2026-05-04 23:34:24 -05:00
WHERE role = 'admin'
AND username = ?
AND NOT EXISTS (SELECT 1 FROM users WHERE is_default_admin = 1)
`).run(defaultAdminName);
db.exec(`
UPDATE users
SET is_default_admin = 1
WHERE id = (
SELECT id FROM users
WHERE role = 'admin'
ORDER BY id
LIMIT 1
)
AND NOT EXISTS (SELECT 1 FROM users WHERE is_default_admin = 1)
`);
db.exec('COMMIT');
console.log('[migration] Transaction COMMIT for unversioned user notification columns');
// Log successful completion with timing
const elapsed = Date.now() - unversionedStartTime;
console.log(`[migration] Unversioned user notification columns completed in ${elapsed}ms`);
} catch (err) {
db.exec('ROLLBACK');
const elapsed = Date.now() - unversionedStartTime;
console.error(`[migration-error] Failed to apply unversioned user notification columns after ${elapsed}ms: ${err.message}. Rolled back.`);
// Log migration failure to audit log (only safe after initSchema completes)
try {
getLogAudit()({
action: 'migration.failure',
entity_type: 'migration',
entity_id: null,
details: {
version: 'unversioned-user-notification-columns',
description: 'users: notification columns',
error: err.message,
elapsed_ms: elapsed
}
});
} catch (auditErr) {
console.error(`[audit-error] Failed to log migration failure to audit log: ${auditErr.message}`);
}
throw err;
}
// Build set of already-applied versions for dependency checking
const appliedVersions = new Set(
db.prepare('SELECT version FROM schema_migrations').all().map(r => r.version)
);
// Process all versioned migrations
for (const migration of migrations) {
if (!hasMigrationBeenApplied(migration.version)) {
// Validate dependencies before applying
const depCheck = validateMigrationDependencies(migration, appliedVersions);
if (!depCheck.valid) {
console.error(`[migration-error] ${migration.version} depends on [${depCheck.missing.join(', ')}] which have not been applied. Skipping.`);
continue;
}
console.log(`[migration] Applying ${migration.version}: ${migration.description}`);
if (migration.dependsOn && migration.dependsOn.length > 0) {
console.log(`[migration] ${migration.version} depends on [${migration.dependsOn.join(', ')}] — satisfied`);
}
// Timing for migration execution
const migrationStartTime = Date.now();
try {
// Special handling for v0.40 migration which uses PRAGMA statements
if (migration.version === 'v0.40') {
// PRAGMA foreign_keys cannot run inside a transaction, so we
// disable FK checks before BEGIN and re-enable in a finally block
// to guarantee FK is always restored even on failure.
const billCols = db.prepare('PRAGMA table_info(bills)').all().map(c => c.name);
const categoryCols = db.prepare('PRAGMA table_info(categories)').all().map(c => c.name);
const needsForeignKeyOff = !billCols.includes('user_id') || !categoryCols.includes('user_id');
if (needsForeignKeyOff) {
db.exec('PRAGMA foreign_keys = OFF');
}
try {
db.exec('BEGIN');
console.log(`[migration] Transaction BEGIN for ${migration.version}`);
migration.run();
recordMigration(migration.version, migration.description);
db.exec('COMMIT');
console.log(`[migration] Transaction COMMIT for ${migration.version}`);
// Log successful completion with timing
const elapsed = Date.now() - migrationStartTime;
console.log(`[migration] ${migration.version} completed in ${elapsed}ms`);
appliedVersions.add(migration.version);
} catch (innerErr) {
db.exec('ROLLBACK');
const elapsed = Date.now() - migrationStartTime;
console.error(`[migration-error] ${migration.version} failed after ${elapsed}ms: ${innerErr.message}. Rolled back.`);
// Log migration failure to audit log (only safe after initSchema completes)
try {
getLogAudit()({
action: 'migration.failure',
entity_type: 'migration',
entity_id: null,
details: {
version: migration.version,
description: migration.description,
error: innerErr.message,
elapsed_ms: elapsed
}
});
} catch (auditErr) {
console.error(`[audit-error] Failed to log migration failure to audit log: ${auditErr.message}`);
}
throw innerErr;
} finally {
// Always restore FK checks — even on failure path
if (needsForeignKeyOff) {
db.exec('PRAGMA foreign_keys = ON');
}
}
} else {
// Standard transaction wrapping for other migrations
db.exec('BEGIN');
console.log(`[migration] Transaction BEGIN for ${migration.version}`);
migration.run();
recordMigration(migration.version, migration.description);
db.exec('COMMIT');
console.log(`[migration] Transaction COMMIT for ${migration.version}`);
// Log successful completion with timing
const elapsed = Date.now() - migrationStartTime;
console.log(`[migration] ${migration.version} completed in ${elapsed}ms`);
appliedVersions.add(migration.version);
}
} catch (err) {
db.exec('ROLLBACK');
const elapsed = Date.now() - migrationStartTime;
console.error(`[migration-error] Failed to apply ${migration.version} after ${elapsed}ms: ${err.message}. Rolled back.`);
// Log migration failure to audit log (only safe after initSchema completes)
try {
getLogAudit()({
action: 'migration.failure',
entity_type: 'migration',
entity_id: null,
details: {
version: migration.version,
description: migration.description,
error: err.message,
elapsed_ms: elapsed
}
});
} catch (auditErr) {
console.error(`[audit-error] Failed to log migration failure to audit log: ${auditErr.message}`);
}
throw err;
2026-05-09 13:03:36 -05:00
}
} else {
console.log(`[migration] Skipping already applied ${migration.version}: ${migration.description}`);
2026-05-09 13:03:36 -05:00
}
2026-05-03 19:51:57 -05:00
}
// Log total migration time
// Log completion of all migrations to audit log
try {
getLogAudit()({
action: 'migration.complete',
entity_type: 'migration',
entity_id: null,
details: {
total_time_ms: Date.now() - startTime,
message: 'All migrations completed successfully'
}
});
} catch (auditErr) {
console.error(`[audit-error] Failed to log migration completion to audit log: ${auditErr.message}`);
}
const totalTime = Date.now() - startTime;
console.log(`[migration] All migrations completed in ${totalTime}ms`);
// All migrations are now versioned
2026-05-03 19:51:57 -05:00
}
function seedDefaults() {
const defaults = [
['currency', 'USD'],
['date_format', 'MM/DD/YYYY'],
['grace_period_days', '5'],
['notify_days_before', '3'],
['backup_enabled', 'false'],
['backup_frequency_days', '1'],
['backup_keep_count', '14'],
['backup_path', process.env.BACKUP_PATH || path.join(__dirname, '..', 'backups')],
['backup_schedule_enabled', 'false'],
['backup_schedule_frequency', 'daily'],
['backup_schedule_time', '02:00'],
2026-05-14 01:17:05 -05:00
['backup_schedule_retention_count', '2'],
2026-05-03 19:51:57 -05:00
['backup_schedule_last_run_at', ''],
['backup_schedule_last_error', ''],
['auth_mode', 'multi'],
['default_user_id', ''],
['notify_smtp_enabled', 'false'],
['notify_sender_name', 'Bill Tracker'],
['notify_sender_address', ''],
['notify_smtp_host', ''],
['notify_smtp_port', '587'],
['notify_smtp_encryption', 'starttls'],
['notify_smtp_self_signed', 'false'],
['notify_smtp_username', ''],
['notify_smtp_password', ''],
['notify_allow_user_config', 'false'],
['notify_global_recipient', ''],
// Cleanup worker settings (v0.15)
['cleanup_import_sessions_enabled', 'true'],
['cleanup_temp_exports_enabled', 'true'],
['cleanup_temp_export_max_age_hours', '2'],
['cleanup_backup_partials_enabled', 'true'],
['cleanup_import_history_enabled', 'false'],
['cleanup_import_history_max_age_days', '365'],
['cleanup_last_run_at', ''],
['cleanup_last_result', ''],
// Auth method settings (v0.18)
['local_login_enabled', 'true'],
['oidc_login_enabled', 'false'],
['oidc_provider_name', 'authentik'],
['oidc_issuer_url', ''],
['oidc_client_id', ''],
['oidc_client_secret', ''],
['oidc_token_auth_method', 'client_secret_basic'],
['oidc_redirect_uri', ''],
['oidc_scopes', 'openid email profile groups'],
['oidc_auto_provision', 'true'],
['oidc_admin_group', ''],
['oidc_default_role', 'user'],
];
const insert = db.prepare(
'INSERT OR IGNORE INTO settings (key, value) VALUES (?, ?)'
);
for (const [key, value] of defaults) {
insert.run(key, value);
}
2026-05-04 16:38:03 -05:00
// Category defaults are user-scoped. They are applied by
// ensureUserDefaultCategories(userId) when user-owned category/bill data is read.
2026-05-09 13:03:36 -05:00
// ── Create initial admin user if none exists ─────────────────────────────
const userCount = db.prepare('SELECT COUNT(*) as cnt FROM users').get().cnt;
if (userCount === 0) {
const initUser = process.env.INIT_ADMIN_USER || 'admin';
const initPass = process.env.INIT_ADMIN_PASS || 'admin123';
// Use bcryptjs sync for database init (safe, runs once at startup)
const bcrypt = require('bcryptjs');
const password_hash = bcrypt.hashSync(initPass, 12);
db.prepare(`
INSERT INTO users (username, password_hash, role, is_default_admin, active, email, created_at, updated_at)
VALUES (?, ?, 'admin', 1, 1, ?, datetime('now'), datetime('now'))
`).run(initUser, password_hash, initUser + '@local');
console.log(`[seed] Created initial admin user: ${initUser}`);
}
2026-05-16 20:26:09 -05:00
seedManualDataSources(db);
2026-05-03 19:51:57 -05:00
}
function ensureUserDefaultCategories(userId) {
const db = getDb();
const insert = db.prepare('INSERT INTO categories (user_id, name) VALUES (?, ?)');
for (const name of DEFAULT_CATEGORIES) {
const existing = db.prepare('SELECT id FROM categories WHERE user_id = ? AND name = ? COLLATE NOCASE')
.get(userId, name);
if (!existing) insert.run(userId, name);
}
}
function getSetting(key) {
const db = getDb();
const row = db.prepare('SELECT value FROM settings WHERE key = ?').get(key);
return row ? row.value : null;
}
function setSetting(key, value) {
const db = getDb();
db.prepare(
"INSERT OR REPLACE INTO settings (key, value, updated_at) VALUES (?, ?, datetime('now'))"
).run(key, String(value));
}
function closeDb() {
if (!db) return;
db.close();
db = null;
}
function getDbPath() {
return DB_PATH;
}
// Rollback SQL definitions
const ROLLBACK_SQL_MAP = {
'v0.44': {
description: 'performance: add missing indexes for frequently queried columns',
sql: [
'DROP INDEX IF EXISTS idx_bills_user_name',
'DROP INDEX IF EXISTS idx_payments_method',
'DROP INDEX IF EXISTS idx_monthly_starting_amounts_user',
'DROP INDEX IF EXISTS idx_import_history_imported_at'
]
},
'v0.45': {
description: 'audit: add audit_log table for security event tracking',
sql: [
'DROP INDEX IF EXISTS idx_audit_log_user',
'DROP INDEX IF EXISTS idx_audit_log_action',
'DROP TABLE IF EXISTS audit_log'
]
},
'v0.46': {
description: 'billing: add cycle_type and cycle_day columns to bills',
sql: [
'ALTER TABLE bills DROP COLUMN cycle_day',
'ALTER TABLE bills DROP COLUMN cycle_type'
]
2026-05-14 01:17:05 -05:00
},
'v0.47': {
description: 'settings: reset backup_schedule_retention_count default from 14 to 2',
sql: [
"UPDATE settings SET value = '14' WHERE key = 'backup_schedule_retention_count' AND value = '2'"
]
2026-05-14 02:11:54 -05:00
},
'v0.48': {
description: 'bills: debt snowball fields',
sql: [
'ALTER TABLE bills DROP COLUMN snowball_include',
'ALTER TABLE bills DROP COLUMN snowball_order',
'ALTER TABLE bills DROP COLUMN minimum_payment',
'ALTER TABLE bills DROP COLUMN current_balance',
]
},
'v0.49': {
description: 'users: snowball extra payment field',
sql: ['ALTER TABLE users DROP COLUMN snowball_extra_payment']
},
'v0.50': {
description: 'payments: balance_delta column',
sql: ['ALTER TABLE payments DROP COLUMN balance_delta']
2026-05-14 03:00:01 -05:00
},
2026-05-16 20:26:09 -05:00
'v0.59': {
description: 'payments: source metadata columns',
sql: [
'ALTER TABLE payments DROP COLUMN transaction_id',
'ALTER TABLE payments DROP COLUMN payment_source',
]
},
'v0.60': {
description: 'transactions: shared transaction foundation tables',
sql: [
'DROP INDEX IF EXISTS idx_transactions_provider_dedupe',
'DROP INDEX IF EXISTS idx_transactions_matched_bill',
'DROP INDEX IF EXISTS idx_transactions_account',
'DROP INDEX IF EXISTS idx_transactions_user_match',
'DROP INDEX IF EXISTS idx_transactions_user_date',
'DROP INDEX IF EXISTS idx_financial_accounts_user_source',
'DROP INDEX IF EXISTS idx_data_sources_user_manual',
'DROP INDEX IF EXISTS idx_data_sources_user_type',
'DROP TABLE IF EXISTS transactions',
'DROP TABLE IF EXISTS financial_accounts',
'DROP TABLE IF EXISTS data_sources',
]
},
'v0.61': {
description: 'payments: one active payment per linked transaction',
sql: ['DROP INDEX IF EXISTS idx_payments_transaction_active']
},
'v0.62': {
description: 'matches: rejected transaction match suggestions',
sql: [
'DROP INDEX IF EXISTS idx_match_suggestion_rejections_user',
'DROP TABLE IF EXISTS match_suggestion_rejections',
]
},
'v0.63': {
description: 'bills: subscription metadata fields',
sql: [
'DROP INDEX IF EXISTS idx_bills_user_subscription',
'ALTER TABLE bills DROP COLUMN subscription_detected_at',
'ALTER TABLE bills DROP COLUMN subscription_source',
'ALTER TABLE bills DROP COLUMN reminder_days_before',
'ALTER TABLE bills DROP COLUMN subscription_type',
'ALTER TABLE bills DROP COLUMN is_subscription',
]
},
2026-05-30 16:13:37 -05:00
'v0.72': {
description: 'bills: persistent tracker sort order',
sql: [
'DROP INDEX IF EXISTS idx_bills_user_sort',
'ALTER TABLE bills DROP COLUMN sort_order',
]
},
'v0.75': {
description: 'categories: persistent sort order',
sql: [
'DROP INDEX IF EXISTS idx_categories_user_sort',
'ALTER TABLE categories DROP COLUMN sort_order',
]
},
'v0.76': {
description: 'bills: canonical billing schedule cleanup',
sql: [
`UPDATE bills
SET billing_cycle = CASE
WHEN cycle_type = 'quarterly' THEN 'quarterly'
WHEN cycle_type = 'annual' THEN 'annually'
WHEN cycle_type IN ('weekly', 'biweekly') THEN 'irregular'
ELSE 'monthly'
END`,
]
},
2026-05-14 03:00:01 -05:00
'v0.51': {
description: 'bills: snowball_exempt column',
sql: ['ALTER TABLE bills DROP COLUMN snowball_exempt']
2026-05-14 21:00:07 -05:00
},
'v0.52': {
description: 'users: last_seen_version column',
sql: ['ALTER TABLE users DROP COLUMN last_seen_version']
2026-05-15 01:36:56 -05:00
},
'v0.53': {
description: 'user_login_history table',
sql: ['DROP TABLE IF EXISTS user_login_history']
2026-05-15 22:45:38 -05:00
},
'v0.54': {
description: 'user_settings table',
sql: ['DROP TABLE IF EXISTS user_settings']
},
'v0.55': {
description: 'user_login_history device metadata columns',
sql: [
'ALTER TABLE user_login_history DROP COLUMN device_fingerprint',
'ALTER TABLE user_login_history DROP COLUMN device_type',
'ALTER TABLE user_login_history DROP COLUMN os',
'ALTER TABLE user_login_history DROP COLUMN browser',
]
2026-05-16 10:34:32 -05:00
},
'v0.56': {
description: 'bills/categories soft-delete columns',
sql: [
'DROP INDEX IF EXISTS idx_categories_deleted',
'DROP INDEX IF EXISTS idx_bills_deleted',
'ALTER TABLE categories DROP COLUMN deleted_at',
'ALTER TABLE bills DROP COLUMN deleted_at',
]
2026-05-16 15:38:28 -05:00
},
'v0.57': {
description: 'autopay suggestions and auto-mark paid',
sql: [
'DROP INDEX IF EXISTS idx_autopay_suggestion_dismissals_user_month',
'DROP TABLE IF EXISTS autopay_suggestion_dismissals',
'ALTER TABLE bills DROP COLUMN auto_mark_paid',
]
},
'v0.58': {
description: 'saved bill templates',
sql: [
'DROP INDEX IF EXISTS idx_bill_templates_user_name',
'DROP TABLE IF EXISTS bill_templates',
]
}
};
function rollbackMigration(version) {
if (!db) throw new Error('Database not initialized');
// Check the migration was actually applied
const applied = db.prepare('SELECT 1 FROM schema_migrations WHERE version = ?').get(version);
if (!applied) {
const err = new Error(`Migration ${version} has not been applied — cannot rollback`);
err.code = 'NOT_APPLIED';
throw err;
}
const rollback = ROLLBACK_SQL_MAP[version];
if (!rollback) {
const err = new Error(`Migration ${version} does not support rollback`);
err.code = 'ROLLBACK_NOT_SUPPORTED';
throw err;
}
console.log(`[rollback] Rolling back ${version}: ${rollback.description}`);
const startTime = Date.now();
try {
db.exec('BEGIN');
console.log(`[rollback] Transaction BEGIN for ${version}`);
for (const stmt of rollback.sql) {
console.log(`[rollback] Executing: ${stmt}`);
db.exec(stmt);
}
// Remove migration record
db.prepare('DELETE FROM schema_migrations WHERE version = ?').run(version);
console.log(`[rollback] Removed ${version} from schema_migrations`);
db.exec('COMMIT');
console.log(`[rollback] Transaction COMMIT for ${version}`);
const elapsed = Date.now() - startTime;
console.log(`[rollback] ${version} rolled back in ${elapsed}ms`);
// Audit log
try {
getLogAudit()({
action: 'migration.rollback',
entity_type: 'migration',
entity_id: null,
details: { version, description: rollback.description, elapsed_ms: elapsed }
});
} catch (auditErr) {
console.error(`[audit-error] Failed to log rollback to audit log: ${auditErr.message}`);
}
return { success: true, version, description: rollback.description, elapsed_ms: elapsed };
} catch (err) {
db.exec('ROLLBACK');
const elapsed = Date.now() - startTime;
console.error(`[rollback-error] ${version} failed after ${elapsed}ms: ${err.message}`);
// Audit log
try {
getLogAudit()({
action: 'migration.rollback.failure',
entity_type: 'migration',
entity_id: null,
details: { version, description: rollback.description, error: err.message, elapsed_ms: elapsed }
});
} catch (auditErr) {
console.error(`[audit-error] Failed to log rollback failure to audit log: ${auditErr.message}`);
}
throw err;
}
}
/**
* Cleanup expired sessions from the database
* @returns {Object} Result object with changes count
*/
function cleanupExpiredSessions() {
const result = db.prepare("DELETE FROM sessions WHERE expires_at < datetime('now')").run();
console.log(`[cleanup] Purged ${result.changes} expired sessions`);
return result;
}
module.exports = { getDb, getSetting, setSetting, closeDb, getDbPath, ensureUserDefaultCategories, cleanupExpiredSessions, rollbackMigration };