Commit Graph

66 Commits

Author SHA1 Message Date
null b03264ceb1 feat: zero-config encryption + SimpleFIN Bridge links
- 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
2026-05-29 00:04:28 -05:00
null 3fea3931f5 style: AP badge next to bill name instead of blue dot
Tracker and mobile tracker rows now show a small AP badge
immediately to the right of the bill name, replacing the
blue dot on the left.
2026-05-28 23:50:03 -05:00
null 792980b8ba style: stronger late/missed payment visibility
- Tracker rows, mobile rows: alert icons, left-edge marker, stronger row tinting
- Calendar grid and detail dialog: brighter dots, count badges
- StatusBadge: stronger orange/rose badges for late/missed
- Shared badge component: clearer contrast
2026-05-28 23:42:46 -05:00
null 6c1b02e613 fix: remove premature idx_payments_transaction_active from schema.sql
The index referenced transaction_id which is only added by migration v0.59.
On existing databases CREATE TABLE IF NOT EXISTS is a no-op, so the index
creation crashed before migrations could run. v0.61 creates it correctly
after the column exists. Fresh installs still get it via normal migration.
2026-05-28 23:33:45 -05:00
null 1b9518a5d7 fix: migration dedup and legacy reconcile gaps
- Removed double log line in runMigrations (migration name printed twice)
- Added v0.54 (user_settings) and v0.55 (user_login_history device metadata) to reconcileLegacyMigrations
- Both are idempotent, no data was ever lost, but legacy upgrades were re-running them unnecessarily
2026-05-28 23:28:53 -05:00
null a1f679f7b0 style: global readability/theme pass
- Sharpened font stack in index.css, removed softer Georgia digit font for UI text/money
- Tuned dark-mode tokens: clearer foreground, brighter muted text, stronger borders, defined cards
- Updated UI primitives: cards, buttons, inputs, selects, tables, badges
- Cleaned up bills rows, mobile bill rows, tracker dismiss, snowball icons, summary/category/health/analytics money values, import/export status icons
- Reduced fuzzy uppercase label spacing globally
2026-05-28 23:18:14 -05:00
null 7a58d69c70 feat: hybrid subscription tracker
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
2026-05-28 22:54:07 -05:00
null 22df64e5e7 feat: auto-sync worker for SimpleFIN bank sync
New:
  services/bankSyncWorker.js — interval-based worker running every 4h (configurable via SIMPLEFIN_SYNC_INTERVAL_HOURS)
    - Checks bank sync enabled, fetches oldest-synced sources, skips <1h old
    - Staggers syncs 3s apart, writes last_error on failure, timer.unref() for clean shutdown

Modified:
  server.js — starts worker inside app.listen callback
  routes/admin.js — GET bank-sync-config includes worker status (running, interval, last/next run)
  client/components/admin/BankSyncAdminCard.jsx — shows auto-sync worker status panel when enabled
  .env.example — SIMPLEFIN_SYNC_INTERVAL_HOURS
2026-05-28 22:32:33 -05:00
null f84d1967f2 chore: bump version to v0.29.2 2026-05-28 22:09:24 -05:00
null 1c8d754068 chore: bump version to v0.29.1 2026-05-28 21:32:18 -05:00
null 71dfbe36cc refactor: component splits, PWA support, CommandPalette
Component Splits:
  - AdminPage.jsx: 1,906 -> 82 lines (logic moved to client/components/admin/ — 9 files)
  - DataPage.jsx: 3,132 -> 60 lines (logic moved to client/components/data/ — 8 files)
  - TrackerPage.jsx: 2,566 -> 2,132 lines (MonthlyStateDialog, StartingAmountsEditDialog, PaymentModal)

PWA:
  - vite-plugin-pwa installed with NetworkFirst caching for API routes
  - Square PWA icons (192x192, 512x512, apple-touch-icon)
  - theme-color, apple meta tags, touch icon in index.html
  - Build generates dist/sw.js + Workbox runtime

CommandPalette:
  - Navigation commands, Add bill action, month jumps
  - Grouped results with empty/filtered states
2026-05-28 20:53:22 -05:00
null 92cc667947 chore: bump version to v0.28.4.4 2026-05-28 20:14:00 -05:00
null 3b44fe3cbc chore: bump version to v0.28.4.3 2026-05-28 19:58:48 -05:00
null f8b88350d9 chore: bump version to v0.28.4.2 2026-05-28 19:41:11 -05:00
null 6d42dd9a29 chore: bump version to v0.28.4.1 2026-05-28 19:32:51 -05:00
null 726b80c765 chore: bump version to v0.28.4 2026-05-28 04:07:11 -05:00
null 8cab248959 security fixes 2026-05-28 03:59:35 -05:00
null f1692193f6 chore: bump version to v0.28.3 2026-05-28 02:59:59 -05:00
null 33f1bfd3c2 chore: bump version to v0.28.2 2026-05-28 02:37:50 -05:00
null 82de135186 push 2026-05-18 09:44:16 -05:00
null 060c8dc2f4 chore: version bump to 0.28.01 and update HISTORY format 2026-05-16 21:36:04 -05:00
null 9d933f70cc v0.28.01 2026-05-16 20:26:09 -05:00
null 0ba315bd32 v0.28.0 2026-05-15 22:45:38 -05:00
null 576163e85b apr/snowball 0.27.04 2026-05-15 00:03:32 -05:00
null d720931894 v0.27.02 push 2026-05-14 21:00:07 -05:00
null ce22139bb3 chore: bump version to 0.27.01 2026-05-14 03:01:47 -05:00
null 488f329e14 chore: sync package.json version to 0.27.0 2026-05-14 02:24:50 -05:00
null 34b0f75918 v0.26.1: fix dual-column XLSX parser bugs
- 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
2026-05-11 23:17:19 -05:00
null 831f617893 v0.26.0: dual-column XLSX import parser
- 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
2026-05-11 22:13:37 -05:00
null 2ce5328fd2 v0.25.0: roadmap redesign, import CSRF fix, AdminDashboard removed
- RoadmapPage: kanban-style priority lanes, shadcn Collapsible/Tabs,
  lazy-loaded activity log, admin-only /api/about/roadmap + /dev-log endpoints
- Import CSRF fix: added x-csrf-token header to importAdminBackup,
  previewSpreadsheetImport, previewUserDbImport raw fetch() calls
- Removed AdminDashboard.jsx, replaced by RoadmapPage
- Added @radix-ui/react-collapsible + collapsible shadcn component
- Security audit by Private_Hudson: PASS (CSRF fix verified,
  admin endpoints gated, path traversal mitigated, XSS safe)
2026-05-11 21:42:36 -05:00
null 98ede20cd3 fix: prevent duplicate payment prompts 2026-05-11 16:04:21 -05:00
null 22f9a570aa v0.24.5: starting amounts fix, pay badge alignment, demo data persistence 2026-05-11 15:25:04 -05:00
null c1ac14efe3 v0.24.4: analytics mobile layout + previous month payment toggle 2026-05-11 11:56:49 -05:00
null 86148a101f feat: remove confirmation popup from status badge toggle (v0.24.3)
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.
2026-05-10 17:56:23 -05:00
null 6d42453e07 fix: status badge toggle-paid using wrong property name (v0.24.2)
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.
2026-05-10 17:28:26 -05:00
null ba888c1c6f feat: export privacy warning + updated included fields list (v0.24.1)
- 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
2026-05-10 15:29:35 -05:00
null 80b3bcc17b fix: HIGH+MEDIUM batch — 10 fixes (v0.24.0)
HIGH:
- Admin toggle-paid: removed cross-user admin branch, now requires ownership
- Analytics crash: imported missing standardizeError
- Export data loss: added cycle_type, cycle_day, bill_history_ranges to exports
- Single-user lockout: removed unnecessary sessions join from getSingleModeUser

MEDIUM:
- Password rate limiter: scoped to change-password only, not all profile routes
- Profile session invalidation: fixed req.sessionId → req.cookies[COOKIE_NAME]
- CSRF default: httpOnly now defaults to false (matches SPA double-submit pattern)
- CSRF password routes: removed csrfSkip for password change endpoints
- Notification due-day: calendar day comparison instead of timestamp floor
- Upcoming bills: clamped days to 1-365, default 30 for invalid input

FUTURE.md: marked all 10 items as FIXED, bumped version refs
HISTORY.md: added v0.24.0 entry
2026-05-10 15:25:47 -05:00
null 5537ab2bd5 fix: clear demo data button, seed user ID bug, duplicate endpoint (v0.23.4)
- DataPage: removed 'coming soon' placeholder, made Clear Demo Data button accessible from seeded state
- seedDemoData.js: fixed userId -> targetUserId bug
- settings.js: removed duplicate /api/settings/seed-demo-data endpoint
- Version bumped to 0.23.4
2026-05-10 15:11:02 -05:00
null 5eed5932b4 feat: replace native confirm() with shadcn/ui AlertDialog (v0.23.3)
- 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
2026-05-10 14:36:59 -05:00
null 6b1ef7dcfa fix: notification privacy leak — per-user bills no longer sent to all recipients (v0.23.2)
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)
2026-05-10 12:34:53 -05:00
null 52db06001f v0.23.1: migration rollback capability
- Add rollbackMigration() function in db/database.js with transaction safety
- Add POST /api/admin/migrations/rollback endpoint (admin-only)
- Rollback SQL for v0.44 (indexes), v0.45 (audit_log table), v0.46 (cycle columns)
- Error codes: NOT_APPLIED (404), ROLLBACK_NOT_SUPPORTED (422)
- Audit logging for rollback events
- Fix duplicate migrationStartTime declaration from v0.23.0 commit
- Fix broken migration completion audit log from v0.23.0 commit
- Fix DB path exposure (uses path.basename() now)
2026-05-10 10:44:39 -05:00
null 53783aaec5 v0.23.0: Detailed migration logging with timing, error context, and audit logging
- 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
2026-05-10 09:45:39 -05:00
null eb86da1e69 v0.22.3: fix ENV-seeded users skip first-login flow, add audit logging
- setup/firstRun.js: reset first_login=0, must_change_password=0 on update
- server.js: reset flags for existing regular users + add logAudit
- db/database.js: fix must_change_password=0 in init code (was 1)
- Add logAudit calls for seed.flag_reset events
- database.js uses console.log for init-time resets (avoids circular dep)
- Hudson audit: 6/6 PASS after audit logging fix
2026-05-10 04:24:51 -05:00
null c4a3593241 v0.22.2: Session Token Rotation on Auth Events
- 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
2026-05-10 03:55:14 -05:00
null 65849fc554 v0.22.1: N+1 Query Optimization
- 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)
2026-05-10 03:29:09 -05:00
null d67fe6e61d v0.22.0: React Query Migration
- Added @tanstack/react-query and @tanstack/react-query-devtools
- Created useTracker, useBills, useCategories custom hooks (useQueries.js)
- Migrated TrackerPage from manual useState/useEffect to useQuery
- Added QueryClientProvider with 2min staleTime, 1 retry, refetchOnWindowFocus: false
- Added ReactQueryDevtools for development
- Fixed error handling: useRef pattern prevents duplicate toast notifications
- Replaced load() callback with refetch() from useQuery
- Hudson security audit: 4/5 PASS (1 FAIL fixed: error handling toast duplication)
2026-05-10 03:10:43 -05:00
null 314159d241 v0.21.1: Loading Skeletons & Async State
- Reusable Skeleton component (line, circle, card, button, input variants)
- TrackerPage: skeleton cards, rows, buckets with aria-busy attributes
- BillsPage: skeleton rows during loading
- Bug fix: double closing brace />}} on Bucket component
- Hudson security audit: 5/5 PASS
2026-05-10 01:35:41 -05:00
null cfb074c7cd v0.21.0: 3-Month Trend Indicator on Tracker
- Backend: 3-month payment aggregation with year-wrapping, trend object in API (direction, percent_change, 3_month_avg)
- Frontend: TrendIndicator component (arrow + percentage + label), TrendCard with purple gradient
- Bug fix: Bishop fixed 3-month query to JOIN through bills for user scoping (payments table has no user_id)
- Bug fix: Ripley removed duplicate TrendIndicator function definition
- Hudson security audit: 5/5 PASS (SQL injection, user scoping, date wrapping, division by zero, XSS)
2026-05-10 01:22:51 -05:00
null 4990bf47f6 v0.20.9: Previous Month Paid column on Tracker
- 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)
2026-05-10 00:52:23 -05:00
null bd796d61c0 v0.20.8: Billing cycle sub-categories + server-side cycle_day validation
- Migration v0.46: cycle_type (monthly/weekly/biweekly/quarterly/annual) and cycle_day columns
- Server-side validation: cycle_type whitelist, cycle_day validated per type
  - monthly: 1-31 integer
  - weekly/biweekly: day name enum
  - quarterly/annual: free text (max 50 chars)
- BillModal UI: conditional cycle_day selector (ordinal/weekday/text)
- Hudson audit: 4/5 PASS, fixed medium-risk cycle_day validation gap
2026-05-10 00:39:11 -05:00