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>
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>
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 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>
New services/userDataService.js eraseUserData() permanently wipes a user's
financial + imported data in one transaction (child → parent order for FK
safety): bills (+ cascading payments/monthly_bill_state/bill_history_ranges),
transactions/accounts/data_sources, categories/groups, templates, snowball,
spending rules/budgets, merchant rules, imports, and per-user hint tables. It
PRESERVES the account, sessions, 2FA/WebAuthn, login history and preferences —
this resets your data, not your account — then re-seeds default categories and
writes an audit row to import_history.
- POST /api/user/erase-data — rate-limited (demoDataLimiter), requires a
type-to-confirm token ("ERASE"), structured errors.
- UI: EraseDataSection danger-zone card (Export & backups pane) — red-accented,
"download a backup first" nudge, type-to-confirm AlertDialog, toasts; on
success DataPage reloads all state.
Tests: tests/eraseUserData.test.js — wipes user A only, preserves user B +
account + session, re-seeds categories, audited. Server 139 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
New services/ofxImportService.js parses OFX 1.x (SGML, unclosed leaf tags),
OFX 2.x (XML) and QFX (+ Intuit tags ignored) into the same normalized shape the
CSV path produces, then writes through the SAME shared primitives (session table,
(user_id, data_source_id, provider_transaction_id) dedupe, import_history) — now
exported from csvTransactionImportService (additive; CSV tests still pass).
- Routes POST /api/import/ofx/{preview,commit} mirror the CSV two-step (raw
upload → structured commit; no column mapping since OFX is structured).
- UI: ImportOfxSection (upload → preview list → import) in the Import pane;
amounts shown via formatCentsUSD; toasts on preview/commit/malformed.
- Gap handling: signed TRNAMT → signed cents; DTPOSTED → YYYY-MM-DD; FITID →
stable provider id (hash fallback); non-OFX / empty files rejected clearly.
Tests: tests/ofxImportService.test.js (SGML + XML/QFX parse, entity decode,
signed cents, preview→commit, re-import dedupe, import_history). Server 129 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Transactions nav shows a live "N to review" badge (unmatched count from the
bank-ledger summary, limit:1 so it's cheap; refreshes on sync/import).
- Bank sync nav shows a green/amber/grey health dot (connected / needs-attention
/ off), mirroring the hero tone.
- Connection hero connected line now shows the transaction count at a glance
("SimpleFIN · 1,159 transactions · synced 2h ago · syncs automatically").
- Command palette gains Data section deep-links (Bank sync / Transactions /
Import / Export) via ?section=.
- Count/stat fetch is non-blocking (.catch → 0), never blocks the page.
Build clean; client suite 46 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Rewrite the Data page shell into a settings-style two-pane layout (sticky goal
-nav on desktop, segmented on mobile) with:
- ConnectionHero — 5 states so a network blip is never mistaken for "not
connected" and a server without SimpleFIN never shows a dead Connect button
(loading / disabled / error+retry / not-connected / connected±needs-attention);
Sync-now handles partial errors, 429, and failure with toasts.
- DataNav — <nav> landmark, aria-current, keyboard, responsive.
- ?section= deep-linking via useSearchParams (URL source of truth → localStorage
→ default; migrates the old 3-tab key), so refresh/back-button work.
- Goal-based regroup into 4 panes with plain-language titles/subtitles/icons
passed via cardProps (every section component reused unchanged).
- Lazy panes: ImportSpreadsheet/ImportMyData code-split (own chunks) + only the
active pane mounts; framer-motion cross-fade (reduced-motion aware);
focus-to-heading on switch.
- Repoint BankTransactions "Open Data" → ?section=bank-sync; add /data to the
authed axe sweep.
Build clean (heavy panes split into their own chunks); client suite 46 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bills soft-delete and are retained 30 days, but the only way back was the
transient "Undo" toast — dismiss it and a bill deleted an hour ago was
unrecoverable from the UI (even though the API and retention kept it).
- GET /api/bills/deleted lists soft-deleted bills still inside the recovery
window, newest first, with days_left (declared before /:id). User-scoped.
- BillsPage shows a "Recently deleted (N)" button when any exist, opening a
dialog to restore each one; restoring refreshes the active list too.
- The list fetch is non-blocking (never blanks the page); restore is
try/catch + toast; dialog has empty and per-row busy states.
Tests: tests/billsDeletedRoute.test.js (window filter, ordering, days_left,
money serialization, user isolation). Server 116 pass; client 46; build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The client had ~15 hand-rolled currency formatters (local `fmt`/`money`/
`fmtFull`/`fmtDollars`/…) plus a canonical `fmt` in lib/utils used at ~190
sites — same rules copy-pasted, with inconsistent handling of negatives,
whole-dollar, cents vs dollars, and blank input.
Add client/lib/money.js as the one implementation:
- formatUSD(dollars) — "$1,234.56" (whole/dash options)
- formatUSDWhole(dollars) — "$1,235"
- formatCentsUSD(cents) — from integer cents; signed "+/-" and dash options
Inputs are coerced so null/''/NaN never render as "$NaN", and -0 is
normalized so it never shows as "-$0.00".
lib/utils.fmt now delegates to formatUSD (byte-identical — the existing
utils.test.js fmt suite is the regression guard), and the 15 local
formatters delegate to money.js. No display currency formatting remains
outside money.js; the /100 conversions left behind are calculations
(form prefill), not display.
Tests: client/lib/money.test.js (13). Full client suite 46 pass; build clean.
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>
- 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>
Replace all Save buttons on the Settings page with debounced auto-save:
- useAutoSave hook: debounce with latest-payload-wins, flush() for blur,
pending-edit flush on unmount, status machine (idle/saving/saved/error)
with saved fading back to idle. Covered by 6 Vitest tests (fake timers).
- SaveStatus pill (framer-motion) in the page header and notification card
headers — Saving…/Saved/Save failed.
- Timing per control: toggles/selects/channel ~150-400ms; typed inputs
(email, URLs, grace period, drift pct) 900ms + flush on blur.
- Push token never auto-saves mid-type: saves on blur only, so a partial
token can never overwrite a working one.
- Notification cards no longer refetch parent settings on save (would
clobber in-flight edits under auto-save).
- Decision: no undo toast — settings are non-destructive and instantly
re-editable; undo would add noise without safety.
- vitest include now picks up .jsx tests; jsdom + @testing-library/react
added as devDependencies.
- Use controlled Dialog state (setDialogOpen) instead of immediate onClose()
to let Radix cleanup properly before unmount
- Amber 'Pending' badge now only shows for bank-linked bills — unlinked
bills skip the pending-cleared check and show 'Paid' directly
- TrackerPage onSave no longer nullifies edit state before BillModal can
animate closed
(batch 0.37.4)
- Shorten 'Live Sync' label to 'Live' for space-constrained layouts
- Add existing bill due_day fallback in validateBillData to prevent
spurious required-field errors during partial PATCH updates
(batch 0.37.2)
- 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
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