As files convert to TypeScript they must keep the react-hooks enforcement.
Added a .ts/.tsx config block using the typescript-eslint parser with the same
rules-of-hooks/exhaustive-deps/react-refresh rules; swapped core no-undef +
no-unused-vars (type-blind) for TS-aware equivalents. Verified 'npm run lint'
traverses .ts and flags issues there; 0 errors on the existing .ts files.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Converted client/lib/money.js -> money.ts with branded types:
type Cents = number & { __unit: 'cents' }
type Dollars = number & { __unit: 'dollars' }
plus asCents/asDollars/centsToDollars/dollarsToCents. The formatters now require
the correct branded unit (a bare number won't do), so a typed caller physically
cannot format cents as dollars (the 100×-too-big bug) or vice-versa. Existing
.jsx callers are unaffected (checkJs off) — gradual adoption.
money.type-test.ts is a compile-time guard (never imported/bundled): its
@ts-expect-error lines assert each unit mixup is a real error, so typecheck
fails loudly if the branding ever regresses. Verified: removing a guard makes
tsc error 'Argument of type 1234 is not assignable to DollarsInput'.
typecheck + build (with React Compiler) + 48 client tests all green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adopting TypeScript incrementally (the move off plain JS). Upgraded jsconfig ->
tsconfig with strict + noUncheckedIndexedAccess, but allowJs + checkJs:false so
every existing .js/.jsx keeps resolving and running untouched — only .ts/.tsx
get type-checked. Added 'npm run typecheck' (tsc --noEmit) and wired it into
'npm run ci'. Installed typescript 6 + @types/react/react-dom 19. Client-scoped
(Vite resolves the '@/' paths); the CommonJS server is a separate TS story.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Added babel-plugin-react-compiler to the Vite React plugin. The compiler
auto-memoizes components/hooks at build time, so manual useMemo/useCallback
become largely unnecessary going forward (existing ones are left in place —
harmless, and the compiler adds the rest). Safe here because the codebase is
rules-of-hooks clean (enforced by eslint-plugin-react-hooks).
Validated: production build succeeds and the e2e probe passes 17/17 with the
compiler on — every authed page renders axe-clean and Tracker/Summary/Analytics
reconciliation holds. (Build time ~2.2s -> ~6.2s from the compiler pass; the
runtime win is automatic memoization.) The compiler ESLint rule needs
eslint-plugin-react-hooks v6 — a future upgrade.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Toggle paid/unpaid was duplicated across the desktop and mobile rows (optimistic
flip + Undo/paid toasts + refresh). Extracted into a shared useTogglePaid()
React Query mutation hook: the caller keeps the instant local optimistic flip,
the hook rolls it back on error and invalidates the tracker/badge caches on
settle. isPending replaces the desktop row's local loading state (badge spinner
+ un-pay confirm dialog). With useQuickPay (P3), both core Tracker write actions
are now idiomatic useMutation hooks living in one place.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Quick-pay was duplicated verbatim in TrackerRow and MobileTrackerRow (create
payment + Undo toast + refresh, with a manual busy flag on mobile). Extracted
into a shared useQuickPay() React Query mutation hook: isPending comes for free
(replaces the quickPaySaving state), the tracker/badge caches invalidate on
settle, and the flow lives in one place. Behavior identical.
(togglePaid keeps its local optimistic flip as-is; other mutations can adopt the
same useMutation pattern incrementally.)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
usePrefetchTracker() warms the ['tracker', y, m] cache when the user hovers/
focuses the prev/next month buttons, so clicking is instant (no round-trip).
No-op if already cached and fresh.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Added a QueryCache onError handler to the QueryClient: pages already render an
inline error on initial load, so this only toasts when a *background refetch*
fails while stale data is on screen (which would otherwise be silent). Restores
the load-error feedback dropped during the R5 migration, centrally.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The paginated/filtered ledger (the race-prone data) moves to a useBankLedger
query keyed on account/flow/page/query/sort — React Query handles caching,
dedup, cancellation and out-of-order responses, replacing the manual request-id
guard. Optimistic categorize routes through a setLedger setQueryData wrapper;
loadLedger is the query's refetch (mutations + Refresh); the refresh button uses
isFetching. Mount-once categories/bills stay local loads. This completes R5 —
all 7 manual-fetch pages are on React Query.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSpendingSummary + useSpendingTransactions (paginated via a page-keyed query
with keepPreviousData) + useSpendingCategories + useCategoryGroups. Pagination
is now setTxPage (query refetches on the new key); a same-page loadTransactions
call invalidates to force a refresh. The editable budgets map seeds from the
summary via an effect; optimistic budget/summary and categorize edits route
through setQueryData wrappers; the R3 sequence guards are removed (React Query
handles races). load* calls became invalidate wrappers.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSnowball + useSnowballSettings + useSnowballActivePlan + useSnowballPlans
(+ shared useCategories). The settings-derived form fields (extra payment,
ramsey mode, ready flags) are seeded via a settings-synced effect; the many
optimistic list/plan edits route through queryClient.setQueryData wrappers;
load() is an invalidate wrapper. The debounced live-projection stays a client
computation (not page data). Removed the now-dead loadPlans (hooks auto-fetch).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSummary(year, month) with keepPreviousData for smooth month nav. The editable
form fields (starting amounts, income) that loadSummary used to seed inline are
now seeded from the query result via a data-synced effect; refetchOnWindowFocus
is off so a background refetch can't reset a mid-edit. loadSummary is now an
invalidate wrapper (retry + post-mutation reconciliation), and the optimistic
expenses reorder writes through setQueryData.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
useSubscriptions + useSubscriptionRecommendations (+ shared useBills/
useCategories). Optimistic updates (toggle, reorder, dismiss recommendation)
and their await-load() reconciliation preserved by routing setData/setBills/
setRecommendations through queryClient.setQueryData and load()/loadRecommendations
through invalidateQueries. The redundant mount-load effect was removed (hooks
fetch on mount). useOptimistic layer unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Reuses the shared useBills/useCategories caches (+ new useBillTemplates/
useDeletedBills), so bill mutations here now also refresh the Tracker/badge
live via the shared ['bills'] key. Optimistic list edits (delete, reorder)
write through queryClient.setQueryData; post-mutation load() calls became a
refresh() that invalidates the 4 page queries.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replaced the manual useState(data/loading/error) + load useCallback + useEffect
(and the R3 request-seq guard) with a useAnalyticsSummary(params) query hook.
React Query now handles caching, dedup, cancellation, and out-of-order responses
via the params-encoded key; keepPreviousData keeps the last result visible while
a new month/filter loads. Refresh -> refetch; the redundant page-load error toast
is dropped in favor of the existing inline error state.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The month/filter-driven loaders on Analytics, Summary, and Spending (x2)
fetched + setState with no race guard, so a slow response for old params could
overwrite fresher data (or setState after unmount) on rapid month/category nav.
Added the request-sequence guard already used by the Bank ledger (newest
request wins; stale ignored). Bills/Subscriptions load once ([] deps) so they
weren't at risk; BankTransactions already had the guard.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- MobileBillRow: an autopayClass useMemo computed a badge class that was never
rendered (dead since a refactor) -> removed.
- CategoriesPage: onRowKeyDown handler was never wired (keyboard toggle is now
the dedicated chevron button, per the QA-B14-02 a11y fix) -> removed.
- BillModal: unused isDebtCategory derived flag -> removed.
Remaining lint warnings are unused imports / HMR / vestigial destructures
(non-correctness, non-blocking, now tracked by eslint).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- BankSyncSection: handleBtSave read btLateGraceDays but it was missing from the
useCallback deps -> saving could persist a STALE late-grace value (real bug).
- ProfilePage: EditProfile sync effect now depends on [profile].
- Stabilized identity of derived arrays/objects feeding useMemo deps (they were
recreated every render, defeating memoization): TrackerPage filters + rows,
HealthPage bills, BankTransactionsPage transactions -> wrapped in useMemo.
- BillModal + TransactionMatchingSection: intentional id/filter-scoped effects
documented with a targeted eslint-disable + reason.
- Removed 2 stale eslint-disable directives (confirm-dialog, useAuth).
exhaustive-deps + rules-of-hooks now both 0. Build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
ESLint surfaced 6 errors, incl. real bugs invisible before:
- ImportTransactionCsvSection called importErrorState() without importing it —
its own error handler would throw ReferenceError on a failed CSV import.
- client/components/MobileTrackerRow.jsx was a dead duplicate (unused; the live
one is tracker/MobileTrackerRow.jsx) with undefined-setter refs → deleted.
- StatusPage dbOk had a dead '?? true' (constant boolean LHS) — restored the
intended default-true-when-unknown.
- MobileBillRow redundant !! in a ternary condition.
Lint is now 0 errors; wired 'npm run lint' into 'npm run ci'.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
There was no linting at all — nothing enforced rules-of-hooks (conditional-hook
crashes) or exhaustive-deps (stale closures) across 125 client components/pages.
Added an ESLint flat config (eslint.config.mjs) scoped to client/, an 'npm run
lint' script, and the devDeps. First run: 0 rules-of-hooks violations (good),
6 errors + 13 exhaustive-deps warnings to work through next.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The save-as-template toggle + name input move to their own presentational
component. Behavior-preserving — BillModal 1105 -> 1090 lines.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bank-matching rules (+ Sync action) and the linked-transaction list (+ Unmatch)
move to LinkedTransactionsSection. The big inline sync onClick is lifted to a
named parent handler (handleSyncBillPayments) sharing a refreshAfterImport helper
with handleRulesChanged. Dropped now-unused imports (BillMerchantRules, Link2,
Link2Off, RefreshCw, transactionDate, fmtTransactionAmount). Behavior-preserving
— BillModal 1193 -> 1105 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The three unmatch flows (choice dialog, single-unmatch confirm, bulk review with
optional merchant-rule removal) move to UnmatchDialogs; the transaction display/
matching helpers (transactionTitle/Date, fmtTransactionAmount, isSimilarPayee)
move to a shared transactionDisplay.js used by both the parent and the dialogs.
Dropped now-unused imports (Layers, Checkbox, formatCentsUSD). Behavior-
preserving — BillModal 1432 -> 1193 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The add/edit manual-payment form (+ its PAYMENT_METHODS list) moves to its own
presentational component; the parent keeps the form state + submit handler.
Behavior-preserving — BillModal 1502 -> 1432 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The payment-history list (rows with source badges + edit/remove for manual
payments) and its 4 display helpers (isTransactionLinkedPayment,
isHistoryOnlyPayment, paymentSourceLabel/Tone) move to their own presentational
component; the parent keeps payment state + add/edit/delete handlers and passes
them as props. Behavior-preserving — BillModal 1603 -> 1502 lines; build +
client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
First BillModal decompose step: the collapsible Debt/Snowball fields (interest
rate, current balance, minimum payment, snowball visibility) move to
client/components/bill-modal/DebtDetailsSection.jsx as a presentational
component; state stays in the parent (the save action reads it). Behavior-
preserving — BillModal 1723 -> 1637 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The summary row showed 'Paid' twice (this month + last month), indistinguishable,
while the actionable remaining only appeared in the CashFlow card below. Now:
- previous-month becomes a muted 'Last month: $X' hint under Total Paid (not a
second green box);
- a Remaining card (existing unused blue type) surfaces summary.remaining when
there's no bank hero (bank mode already shows projected remaining on the hero);
- a compact '$X of $Y paid · N bills left' progress line under the cards.
Respects tracker_show_summary_cards. Visual baseline for / may need a refresh.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
M1: marking a bill paid/unpaid flips the row instantly via local optimistic
state (cleared when fresh data arrives, rolled back on error) on both desktop
and mobile rows, instead of waiting for the server round-trip.
M2: bank sync (Tracker) and the bill-modal Sync use sonner toast.promise —
one toast transitioning loading -> done -> error, replacing the manual
spinner-flag + separate success/error toasts.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Each bucket header gains a 'Pay all due (N)' action: one bulkPay for every
unpaid gated bill in the bucket, behind a confirm (count + total) and a single
Undo toast that deletes the created payments.
- Quick-pay and mark-paid now show a specific toast ('Rent - $1,200 paid');
quick-pay gained an Undo action to match un-pay.
- Per-bill snooze already existed in the Overdue Command Center.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Added a single isPaidStatus(status) (+ PAID_STATUSES) to statusService and a
matching client helper in trackerUtils, routing the unambiguous settled-status
checks through it (trackerService, StatusBadge, CalendarPage, rowIsPaid). The
intentionally paid-only counts stay distinct. Replaced two inline
Math.max(r.balance||0,0) with rowOutstanding, and gave the Tracker settings
load a quiet toast instead of a silent swallow. Behavior-preserving.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- handleBlur now takes the field value explicitly (was positional guessing that
fell through to interestRate for unmapped fields).
- Three copy-pasted money validators -> one shared validateNonNegativeMoney in
client/lib/money.js; expected-amount copy 'positive' -> 'non-negative' (0 ok).
- Removed the save action's duplicate due-day/interest-rate re-validation
(validateForm already covers it); kept the parses.
- Added err.message fallbacks to save/deactivate/verify-autopay toasts.
- Save toasts now name the bill.
Test: client/lib/money.test.js.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Added tests for two untested money-critical services:
- paymentAccountingService: bank-backed predicate, accounting-active SQL, and
the manual-vs-bank override invariant (bank overrides provisional manual so
it isn't double-counted; balance restored; manual reactivates + re-applies
balance when the override is removed).
- analyticsService: month-window math (year-boundary + leap edges) and
validateSummaryQuery defaults/range errors.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
getTracker ran a payments query per bill plus computeAmountSuggestion per bill
(up to 12 queries each: 6 months x 2) inside bills.map — ~70-450 queries for a
35-bill account per load. Now one query fetches all cycle payments (grouped in
JS per bill range) and two compute all amount suggestions
(computeAmountSuggestionsBatch). Behavior-preserving.
Test: tests/amountSuggestionService.test.js pins batch == per-bill output.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
routes/tracker.js had no try/catch and returned a plain {error} shape; the
three GET handlers now wrap in try/catch + standardizeError (including the
invalid-month path). applyAutopaySuggestions ran INSERT + applyBalanceDelta
as two un-transactional steps on a GET — wrapped both in one db.transaction.
Tests: autopay creates one payment + drops balance (idempotent), route
returns standardized error.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The app never called invalidateQueries; a Tracker mutation only refetch()'d
the one tracker query. So the sidebar overdue badge (['overdue-count'],
2-min staleTime), drift report, and bills list stayed stale after pay/skip/
edit — you could clear your last overdue bill and still see '3' for minutes.
Added useInvalidateTrackerData() (tracker + overdue-count + drift-report +
bills) and wired it into rows, BillModal.onSave, bank-sync, reorder, and the
payment/late-attribution handlers.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The notifier used a hard-coded 3-day early reminder and never read
reminder_days_before, so the modal's 'Reminder Days' control was a no-op.
The early reminder now fires at the bill's own lead (>= 2 days so it never
collides with the 1-day/same-day reminders); email subject+body say 'due in
N days'. Lead-time selection extracted to a pure exported reminderTypeFor()
for unit testing. The Reminder Days control now shows for every bill and a
non-subscription save no longer clobbers the column to 3.
Test: tests/notificationLeadTime.test.js
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Sync button and merchant-rule historical import both CREATE payments but
only reloaded linked transactions, so the modal's Payment History stayed stale
and the Tracker row behind the modal didn't update (kept showing due/overdue)
until close+reopen. Both now await Promise.all([loadPayments(),
loadLinkedTransactions()]) then onSave?.(), matching the unmatch handlers.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
buildBankTracking summed expected_amount for all active unpaid bills with no
resolveDueDate gate, so annual/off-month bills inflated unpaid_this_month and
the bank remaining (same class as QA-B5-02, live on the bank path). getTracker
now derives the unpaid total from the already-gated rows (netting partials) and
passes it in. summary.remaining/total_remaining now use the bank card's own
remaining in bank mode (agreeing with safe-to-spend), and a stray balance/100
is now fromCents.
New tests/trackerService.test.js: gating fix, summary totals, bank-mode
remaining agreement, cents<->dollars, getOverdueCount gating.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
POST /payments/quick had no dedupe and non-atomic INSERT+applyBalanceDelta,
unlike /payments/bulk. A double-click/retry/two-tab pay created a second
payment and dropped the balance twice; a mid-way failure left a payment with
no balance adjustment. Now checks the bill_id+paid_date+amount composite key
(idempotent 200) and wraps the write in db.transaction.
Test: tests/paymentsQuickRoute.test.js
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- The payoff projection panel swallowed fetch errors silently; now shows a
"Couldn't load … Try again" state (no projection) and a subtle "showing the
last result" retry banner when a refresh fails.
- loadProjection() now uses the currently-typed extra payment (via a ref that
mirrors the input), consistent with the debounced live preview, so refreshing
after a balance edit never drops an in-progress extra.
- Copy: extra-payment validation says "non-negative" (0 is valid); the capped
banner now reads "one or more debts won't pay off at this rate" (accurate for
the unpayable-debt case from the #1 fix, not just >50 years).
(#9 unsaved-preview hint was unnecessary — the input already auto-saves on blur.)
Build clean; client suite pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- The four plan-lifecycle routes (pause/resume/complete/abandon) were near
-duplicate copies returning a plain {error} shape; folded into one
transitionPlan(req,res,{allowedFrom,setSql,action,past}) helper that returns
standardizeError {message, code}, keeps the state guards and ownership scoping.
- Standardized the remaining plan endpoints' error responses (start/list/active/
patch) to standardizeError too.
- enrichPlanWithProgress fetched each snapshot bill one-by-one and wasn't user
-scoped; now a single WHERE id IN (…) AND user_id = ? batch.
Test: tests/snowballPlanRoute.test.js (transitions, INVALID_PLAN_STATE guard,
ownership 404, dollar-denominated current_debts). Server 154 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The payoff simulation reported months_to_freedom by taking Math.max over each
debt's payoff month — but a debt whose minimum never overcomes its interest (and
that the rolling snowball can't cover) never reaches $0, so its "never" counted
as 0 and the projection showed the OTHER debts' last month as the freedom date.
Now months_to_freedom/payoff_date are null when any active debt never clears, the
result is flagged capped, and each such debt is marked never_paid
(services/snowballService.js + the same guard in aprService calculateMinimumOnly).
Also adds tests/snowballMath.test.js (12) — the debt-payoff engine had zero
coverage. Hand-calculated examples for amortization (0% + 12% APR), snowball
rolling, avalanche vs snowball interest, skip reasons, APR snapshot, and the
unpayable-debt edge. Server suite 151 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
null