Eight in-flight commits targeting v0.41.0 (Track A money integrity,
Track B reconciliation tests, Track C API response typing across
auth/snowball/subscriptions/spending/bank-ledger, Track D 500
handler code:'INTERNAL_ERROR') are not yet pushed. Documenting them
in the manual so it stays current with the code that will land next.
Section updates:
- Header: keep package version 0.40.0, note v0.41.0 is the in-flight
target; 'Last Updated' 2026-07-05.
- Notable changes: 4 new bullets summarizing Track A/B/C/D.
- API client (7): list Track C response typing and Track D error shape
with cross-references to the sections where each is detailed.
- Domain types (7): expand to include User, SnowballProjection,
SnowballSettings, Subscription*, Spending*, BankLedger*, CategoryGroup,
CopyBudgetsResponse. Note single-consumer non-money casts left in
place as a deliberate Track C stop.
- Auth state (7): User moved to @/types, re-exported from useAuth.
- client/lib/ (7): add paymentActions.ts (createPaymentOrConfirm).
- Response conventions (5): add 'INTERNAL_ERROR' for 500s; note
409 DUPLICATE_SUSPECTED on POST /payments.
- Payments (5.5): Track A notes — transactional balance mutations,
409 allow_duplicate flag, 409 DUPLICATE_SUSPECTED response shape,
new tests/paymentsRoute.test.js and tests/reconciliation.test.js.
- Verification checklist (11): list 8 unpushed Track commits with
one-line summaries and 19-file diff stat (813+/415-).
The living QA doc's copy-pasteable coverage-recon greps pointed at
client/App.jsx, Sidebar.jsx, <Page>.jsx and the B-UI primitive census
listed button.jsx/input.jsx/etc — all now .tsx, so the commands errored
('No such file'). Retargeted to .tsx (+ useAutoSave.test.ts) and noted
that recon greps target .tsx and 'npm run typecheck' is now a guard.
Behavior-only migration: client 42/42 + e2e probe 17/17 stay green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Ran syncDataSource (the Sync-button path) against the live SimpleFIN
connection off a working copy of the production DB: token decrypted via the
db-key fallback (no TOKEN_ENCRYPTION_KEY in prod env), bridge fetch OK,
18 accounts upserted, 145 fetched transactions skipped-not-duplicated,
0 new, 1159->1159 distinct. Dedup/upsert idempotency proven on real data.
Updated B8 data-state and the Cycle Log.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Expand the QA plan beyond correctness to also hunt for improvements, per
three lenses woven into the execution model:
- Code health & consolidation (B17): duplication, dead code, overlapping
modules, oversized files, one canonical path per concern.
- UX (B18): core-flow friction, empty/loading/error states, feedback.
- Information architecture / menus (B18): discoverability, surfacing
actions into sensible menus, nav grouping.
Adds an Improvement Backlog (§2.1) for IMP proposals (separate from the bug
log; non-gating), detailed B17/B18 playbooks, and batch-table rows. Seeded
the backlog with 6 concrete, code-verified candidates (client money-format
consolidation, db/database.js split, match-service overlap, Data/menu IA,
recently-deleted restore view, empty/loading/error-state audit).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Found probing a copy of the live SimpleFIN DB: 3 transactions were
match_status='matched' with matched_bill_id=NULL. Bills are soft-deleted
(retained for recovery), then the retention GC hard-deletes them past the
30-day window. transactions.matched_bill_id is ON DELETE SET NULL, so the
purge nulled the pointer but left match_status='matched' — a limbo row
excluded from spending/analytics (match_status != 'matched') yet attributed
to no bill, silently dropping that spend.
pruneSoftDeletedFinancialRecords now releases those matches back to
'unmatched' in the same transaction and self-heals pre-existing orphans;
retention behaviour is unchanged. Verified on a live-DB copy (3→0 orphans,
0 transactions lost). Regression: 3 tests in backupAndCleanup.test.js.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- updateCheckService: gate the external request on `update_check_enabled`
(default on); when off, no network call, returns { disabled: true }
- aboutAdmin: GET/PUT /update-check-setting (admin-only) to toggle it
- StatusPage: a Switch on the admin System Status card to enable/disable
- privacy.js: state that an admin can disable it (was called "optional" with
no actual opt-out)
- tests/updateCheckOptOut.test.js: proves no external fetch when disabled
- docs: archive QA-B16-01, B16 ✅
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Ran the quick B16 checks: encryption-key lifecycle safe (hasKey guard + v2
db-key fallback → graceful, no plaintext), migrations idempotent. Found: the
privacy policy calls the update/version check "optional" but there is no opt-out
setting, and it hits a hardcoded host on About/Status/version load. Logged S4.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Gap analysis of the codebase vs the plan surfaced surfaces with no QA home:
- DB migration system (idempotency/rollback/fresh==migrated, money conversions)
- encryption-key lifecycle (missing/rotated key → graceful degrade, no plaintext/leak)
- container deploy (docker-entrypoint: dir perms chmod 700, non-root, run migrations)
- update-check phone-home (external request → disclosed + opt-out)
- rate-limiter completeness (backupOperationLimiter, skipRateLimitIfNoUsers)
Added the B16 batch + playbook, and extended B0 recon to enumerate
middleware/workers/migrations/deploy so future cycles can't miss them.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- notificationService buildEmailHtml: the message line interpolated bill.name
raw (`<strong>${bill.name}</strong> is due…`) while the detail table escaped
it; a `<img src=x onerror=…>` name landed unescaped in the email HTML. Now
escaped everywhere. (self-XSS — reminders go to the bill's owner — but a clear
inconsistent-escaping defect)
- expose buildEmailHtml via _email; add an escaping test across all 4 email types
- docs: archive QA-B14-04
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- notificationService: `module.exports._push = {...}` was set BEFORE the final
`module.exports = {...}`, which wiped it, so routes/notifications.js got
`_push || {}` → sendTestPush undefined → POST /api/notifications/test-push
always threw "Push service not initialised". Scheduled reminders were fine
(in-scope calls). Moved the _push assignment after the reassignment.
- add tests/notificationDelivery.test.js (7 tests: ntfy/gotify/discord payloads,
dispatch, error handling, unknown channel, no token leak in the body)
- docs: archive QA-B10-01
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- api.probe: assert a regular user is 403 on /api/admin/*, /api/status,
/api/about-admin (read + write) — B1/B11 authorization
- confirmed (static): settings PUT whitelists USER_SETTING_KEYS (no
mass-assignment), notifications route splits requireAdmin/requireUser
- docs: mark B10/B11/B12 probed
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- scripts/prod-smoke.js + prod-smoke.sh: build, boot `node server.js` serving
dist/ against a scratch DB, and drive the real artifact with Playwright
(login + lazy routes) to confirm the vendor-chunk split loads in production
- npm run smoke:prod; passes green
- docs: B15 harness command + status
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- routes/summary buildBankTracking: fetch unpaid candidates and filter by
resolveDueDate in JS so annual / off-month quarterly bills don't inflate the
SimpleFIN "unpaid this month" metric (completes the occurrence-gating family)
- add tests/summaryBankTracking.test.js (isolated route test)
- docs: archive QA-B5-02; Active Findings Log now empty (0 open)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- analyticsService: only add a bill's expected_amount in months it actually
occurs (resolveDueDate), so annual / off-month quarterly bills no longer
inflate the expected-vs-actual line every month (QA-B5-03, same root as B5-01)
- add a Tracker<->Analytics reconciliation guard to e2e/api.probe.spec.js
- docs: archive QA-B5-03; cycle log
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- routes/summary: filter the expense list by resolveDueDate so annual and
off-month quarterly bills no longer inflate the monthly total / "monthly
result" — the Summary now agrees with the Tracker for the same month (QA-B5-01)
- add a Tracker<->Summary reconciliation guard in e2e/api.probe.spec.js
- docs: archive QA-B5-01; track QA-B5-02 (SimpleFIN unpaid_this_month residual)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- utils/money: toCents rounds off the shortest decimal string instead of
Math.round(n*100), so 1.005 -> 101 (not 100). Output is identical for all
integer / <=2-decimal / "$1,234.56" inputs, so no downstream change (QA-B7-01)
- add tests/money.test.js (9 tests; the money core previously had none)
- docs: archive QA-B7-01 to HISTORY v0.41.0; QA cycle 1 now 0 open findings
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- CategoriesPage: category rows are now a plain container with a dedicated
chevron toggle button, instead of role=button rows nesting action buttons
- PlanStatusBanner: split the collapsible header into a name/progress toggle,
sibling action buttons, and a chevron toggle (actions no longer nested in the
trigger button)
- add e2e/categories.spec.js expand regression; all 8 authed pages now pass axe
- docs: archive QA-B14-02 to HISTORY v0.41.0; QA plan status/cycle-log
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Extracted known-service catalog to dedicated /subscriptions/catalog route
- Simplified main Subscriptions page to focus on tracked services + bank-backed recommendations
- Replaced inline Pause/Resume with Edit + MoreHorizontal dropdown on subscription rows
- Added 'Improve Matching' card linking to Service Catalog
- Vite proxy respects API_PORT env var for dev flexibility
- Added top_200_us_subscriptions_researched dataset
- Updated HISTORY.md with v0.35.0 changes
- Migration v0.68: seeds advisory_non_bill_filters (5k+ patterns) and
advisory_bill_like_overrides (83 override terms) on first startup.
Idempotent — skips if already seeded.
- advisoryFilterService.js: lazy in-memory cache checks override terms
first, then scans patterns. Returns null | {confidence, category, rationale}.
- Transaction list: each row gets advisory_filter from the server.
- High-confidence unmatched transactions: show 'Probably not a bill'
italic text instead of 'No bill linked'.
- MatchBillDialog high confidence: 'Create Bill' replaced with
'Probably not a bill · create anyway' text link for manual override.
- MatchBillDialog medium confidence: Create Bill button renders muted.
- Same logic in empty-state CTA when search returns no results.
- BillModal onSave now returns the saved bill so callers can auto-match.
- Bump v0.33.7.3 -> v0.33.8.0
- bankSyncService: removed local syncDaysBack() reading env directly;
sinceEpoch() now calls getBankSyncConfig().sync_days
- bankSyncConfigService: added setSyncDays() with 1-730 day validation
- routes/admin: PUT accepts sync_days alongside enabled/sync_interval_hours
- BankSyncAdminCard: Transaction history days input, loaded from config,
defaults 90, dirty-checked on save
- Added [migration] logging for each migration step (applying, completed, timing)
- Added [migration-error] logging with elapsed time on failures
- Added [migration] All migrations completed in Xms total timing
- Added lazy getLogAudit() for audit logging of migration failures (avoids circular dep)
- Changed DB path log to basename only (Hudson rec: reduce info disclosure)
- Version bumped to 0.23.0
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