- Layout, AdminShell, Sidebar, footer, mobile nav: 2xl:max-w-[2000px]
- Content area grows from ~1436px to ~1936px, enough room for
dual-bucket tracker at 2xl+
- Bump v0.33.8.5 -> v0.33.8.6
- New backfillDataSource export and POST route for 89-day history pull
- Auto-seed 89 days on first connect, 30 days for routine syncs
- sinceEpoch() replaced with sinceEpochDays(days) with explicit param
- Status page errorRow now filters AND status = 'error'
- Full status page redesign: colored top borders, card icons, section labels,
health banner with glowing dot, consistent spacing
- Bump v0.33.8.3 -> v0.33.8.4
- Sub badge (indigo) in all 4 locations, toggleable in Bills prefs
- SimpleFIN Sync card on Status page
- dailyWorker.start() now called on startup
- tracker.overdue_count uses real SQL query
- Status page accuracy: dynamic headers, Degraded state, worker last_error check
- Removed SimpleFIN prefix from Recommendations title
- Bump v0.33.8.2 -> v0.33.8.3
- Removed 'Georgia' from --font-serif stack, replaced with ui-serif
- Added 'GeorgiaDigits' to --font-mono for snowball extra payment input
- Georgia now only enters via GeorgiaDigits @font-face with unicode-range
- Bump v0.33.8.1 -> v0.33.8.2
- 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
- Table now uses table-fixed + colgroup for fixed column widths
- Long transaction text can no longer push action buttons off-screen
- Action buttons are compact icon-only with aria-label/title
- Long matched bill names are truncated with truncate class
- Bump v0.33.7.2 -> v0.33.7.3
- Removed duplicate unmatchTransaction API entry in api.js
- Unmonitored accounts: no chevron, click-to-expand disabled, tx panel hidden
- matched_bill_name included via LEFT JOIN bills in accounts query
- BillPickerDialog resets search/selection on open
- Link to bill: marks historical txs matched, stores merchant rule,
applyMerchantRules catches other unmatched txs from same merchant
- Track (new subscription): creates bill with is_subscription=1, stores
merchant rule for ongoing tracking
- SimpleFIN sync: applyMerchantRules runs after tx insert, auto-matches
by merchant rule with payment_source='auto_match'
- Auto-match payments have transaction_id set, treated same as manual matches
- New services/billMerchantRuleService.js for rule storage and matching
- Migration for bill_merchant_rules table
Backend:
- POST /api/matches/confirm — atomic payment creation + transaction match
- POST /api/matches/:transactionId/unmatch — soft-delete payment, reset transaction
- Account transactions include matched_bill_id and matched_bill_name
Frontend:
- Unmatched transactions show + match pill button
- BillPickerDialog with transaction details + searchable bill list
- Confirm creates payment and updates row immediately
- Matched transactions show Unlink icon to remove match
- Toast on success with bill name and date
- Amount-bucket grouping ensures consistent charges are grouped together
- Catalog lookup names and boosts the result
- Deduplication ensures one recommendation per known service
- Removed catalog-first rewrite
- bankSyncConfigService: SYNC_DAYS_MAX=90, getBankSyncConfig clamps on read,
setSyncDays rejects >90 with explanation
- bankSyncService: every sync requests full sync_days window, dedup handles
already-seen transactions
- dataSources status endpoint returns sync_days alongside enabled
- BankSyncAdminCard: input max 90, live clamp, description cites Bridge limit
- BankSyncSection: third stat tile showing History window X days
- bankSyncService: removed local syncDaysBack() reading env directly;
sinceEpoch() now calls getBankSyncConfig().sync_days
- bankSyncConfigService: added setSyncDays() with 1-730 day validation
- routes/admin: PUT accepts sync_days alongside enabled/sync_interval_hours
- BankSyncAdminCard: Transaction history days input, loaded from config,
defaults 90, dirty-checked on save
Backend:
- v0.64 migration: monitored column on financial_accounts
- GET/PUT data-sources accounts endpoints for monitored toggle + tx listing
- matchSuggestionService: excludes unmonitored accounts from match scoring
Frontend:
- BankSyncSection rebuild: accounts panel with monitored switch, expand for
last 50 transactions, match status badges, optimistic toggle
- TransactionMatchingSection: toast on bills load failure
- DataPage: toast on import history load failure
- ProfilePage: toast on both login history fetch failures
- encryptionService.js: getKey() tries TOKEN_ENCRYPTION_KEY env first, then
auto-generates a random 48-byte key on first startup, persists to settings
as _auto_encryption_key. assertEncryptionReady() is now a no-op.
- bankSyncConfigService.js: removed encryption_key_set response and
encryptionKeyReady() helper. No env config required.
- .env.example: TOKEN_ENCRYPTION_KEY removed. Comment says enable from Admin
panel, no env config required.
- BankSyncSection.jsx: added SimpleFIN Bridge links — 'Open SimpleFIN Bridge'
for first-time setup, 'Get a SimpleFIN token' for existing connections
Added subscription metadata to bills: is_subscription, type, reminder_days, source, detected_at
Backend subscription API (routes/subscriptions.js)
SimpleFIN recommendation logic (services/subscriptionService.js)
New /subscriptions page (client/pages/SubscriptionsPage.jsx)
Track-as-subscription controls in BillModal.jsx
Navigation under Tracker menu
Accepting a recommendation creates a subscription-backed bill + links detected transactions
- Removed disable logic and key warning banner from BankSyncAdminCard
- Toggle works freely regardless of TOKEN_ENCRYPTION_KEY status
- encryptionKeyReady and encryption_key_set left as informational only
CalendarPage.jsx:
- Tightened day numbers, due-count badges, bill labels inside cells
- Crisper color contrast for paid/due/missed states
- Cleaner grid surfaces and borders for row/day tracking
- Switched font-mono values to tracker-number style
SeedDemoDataSection.jsx:
- Fixed render logic for data page
- Rewrite detectAllHeaderSets() with repeat-field detection instead of gap-based splitting
- Require ≥2 header fields per group (filters out false matches like 'Left Over | Paid')
- Fix column leakage: right-side bills no longer pick up left-side amounts
- Add header_set_index to analyzeRow return object for frontend use
- Add isLikelySummaryRow() filter (Paycheck, Left Over, Enter how much, etc.)
- Expand isLikelyTotalRow() to catch 'Auto Total ------>' patterns
- Filter leftover calc rows (null name + negative amount, dash separators)
- Remove 'paid' from HEADER_PATTERNS.amount (was false-matching 'Paid' cells)
- Skip empty string cells in detectAllHeaderSets
- detectAllHeaderSets() finds multiple header groups per row (left 1st / right 15th)
- isBlankRowForHeaderSet() checks blanks per column range for dual layouts
- parseSheetRows() scans rows 0-4 for header row, processes each set independently
- analyzeRow() computes due_day from date/label/pattern with fallback to defaultDueDay
- Cell type validation allows 's' (shared formula) type
- Non-numeric amounts (auto, double pay, past due) become detected labels
- Day patterns (1st, 15th, 24th) parsed as due_day values
- Security: bounds validation in isBlankRowForHeaderSet, anchored regex, label sanitization
Clicking status badges (Late, Due Soon, Upcoming, Missed) now instantly
toggles paid/unpaid. Removed AlertDialog from TrackerPage.jsx — no more
confirmation dialog blocking the action.
handleTogglePaid() was using row.bill_id instead of row.id, causing
the API call to fail with an undefined bill ID. Clicking status badges
(Late, Due Soon, Upcoming, Missed) now correctly toggles paid/unpaid.
- Added amber warning banner on Download My Data section about sensitive metadata
- Updated 'What's included' list to show monthly starting amounts and history ranges
- Marked LOW export sensitive fields item as FIXED in FUTURE.md
- TrackerPage: confirm('Mark as paid?') → AlertDialog with dynamic bill name
- DataPage: window.confirm('Import SQLite?') → AlertDialog for import confirmation
- Both dialogs use proper shadcn/ui components (AlertDialogAction/Cancel)
- Theme-aware, accessible, consistent with app design system
- STRUCTURE.md: corrected tech stack (Vite+React, not Next.js)
- Version bumped to 0.23.3
CRITICAL security fix: In per-user notification mode, the notification runner
was fetching ALL active bills globally and sending each bill's details to
every opted-in recipient regardless of ownership. This meant User A's bill
names, amounts, and due dates could be emailed to User B.
Fix: Added ownership filter in the recipient loop:
if (allowUserConfig && bill.user_id !== recipient.id) continue;
Also added a defensive guard for bills with no user_id (orphaned bills),
which are now skipped with a console.warn instead of being broadcast.
Global notification mode (single admin recipient) is unaffected.
Security audit: Private_Hudson confirmed the fix is airtight. All other
routes (bills, payments, tracker, analytics, export, calendar, summary,
categories) properly scope data by user_id.
Version bump: 0.23.1 → 0.23.2 (security patch)
- 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
- invalidateOtherSessions() in authService.js: deletes all sessions except current
- Password change (auth.js + profile.js) now invalidates all other sessions
- Password change rotates current session ID (sets new cookie)
- New POST /api/auth/logout-all endpoint (deletes all sessions + clears cookie)
- Audit logging for logout.all and password.change
- Added last_password_change_at to auth.js change-password for consistency
- Hudson security audit: 6/6 PASS
- Batch queries replace per-bill loops in tracker and analytics
- monthly_bill_state, payments, prev month payments batched with WHERE IN
- Empty billIds guards prevent SQL errors
- Hudson security audit: 5/5 PASS (SQL injection, empty IN, user scoping, data leakage, type safety)
- Backend: previous month calculation with year wrapping (Jan→Dec)
- Backend: previous_month_paid per bill row, previous_month_total in summary
- Frontend: 'Last Month' column in desktop table with muted text
- Frontend: 'Last Month' in mobile view, summary card for prev month total
- Hudson security audit: 5/5 PASS (SQL injection, date wrapping, user scoping, auth, XSS)
- Skip-to-content link for keyboard users (sr-only/focus:not-sr-only pattern)
- aria-expanded and aria-haspopup on Tracker menu dropdown
- aria-label on footer, role='main' and aria-labelledby on layout wrapper
- Main content wrapped in <main> with unique id from React useId()
- Fixed build error: useId imported from react, not react-router-dom
- Hudson security audit: 5/5 PASS (no XSS, no DOM clobbering, no injection)
- Added dependsOn field to all 17 versioned migrations
- Added validateMigrationDependencies() function for dependency validation
- Migrations with unmet dependencies are skipped with error log (no crash)
- Dependency satisfaction logged: [migration] vX depends on [vY] — satisfied
- appliedVersions Set tracks newly applied migrations for subsequent checks
- Hudson security audit: 7/7 PASS
- All migrations (versioned, legacy, unversioned) now run within
BEGIN/COMMIT with ROLLBACK on failure
- v0.40 migration uses try/finally to guarantee PRAGMA foreign_keys
is always re-enabled, even on error paths
- Clear transaction boundary logging (BEGIN/COMMIT/ROLLBACK)
- Hudson security audit: 6/7 PASS, FK fix applied for v0.40 edge case
- React.lazy + Suspense for all page components (except LoginPage)
- PageLoader component for loading states
- Version badge on admin roadmap page
- Version in /api/about-admin response
- Roadmap nav link for admins (dropdown + sidebar)
- /admin/roadmap route
- Added Roadmap link in dropdown menu (below About), admin-only
- Added Roadmap in admin sidebar nav
- Added /admin/roadmap route pointing to AboutPage with admin prop
- Uses Map icon from lucide-react
- New AdminDashboard component with Roadmap and Activity Log
- Color-coded priority cards (🔴🟠🟡🔵💭) with collapsible sections
- CRITICAL/HIGH expanded by default, others collapsed
- Activity log shows DEVELOPMENT_LOG entries in reverse chronological order
- Admin-only rendering, non-admins see standard About page
- Custom scrollbar styles for admin panels
- Version bumped to 0.20.0 (Bishop)
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