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>
- GET /api/export now accepts a date range (?from=&to= on paid_date) in addition
to ?year=, for CSV or JSON; filename derived from the range. Validates the
range (both bounds, from<=to).
- New GET /api/export/user-json — full portable JSON of the user's data, reusing
the same getUserExportData assembly as the SQLite/Excel exports (money via
fromCents).
- UI (DownloadMyDataSection): a JSON export card plus a "Payments export" with
From/To dates and a CSV/JSON toggle; shared blob-download helper; toasts and
client-side range validation.
Tests: tests/exportRicher.test.js (JSON assembly in dollars, year vs range
filtering, CSV filename, bad-range rejection). Server 134 pass; build clean.
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>
match_status, matched_bill_id and ignored must move together, but they were
updated by copy-pasted inline UPDATEs across six routes/services — exactly how
they drift apart (QA-B5-04 left match_status='matched' with a NULL bill).
Add services/transactionMatchState.js (markMatched / markUnmatched / markIgnored,
each ownership-scoped, returning rows changed) and route the six single-
transaction transitions through it: matchTransactionToBill, unmatchTransaction,
ignoreTransaction, unignoreTransaction (transactionMatchService), the match/
unmatch handlers (routes/matches), and unmatch-on-payment-delete (routes/
transactions, routes/payments).
Guarded bulk auto-match sweeps (subscription tracking, merchant-rule matching,
historical import) and the retention purge intentionally keep their own queries
— their WHERE clauses carry idempotency guards (AND match_status='unmatched')
the simple helper must not silently drop.
Test: tests/transactionMatchState.test.js (transitions + ownership scoping).
transactionMatchService/subscriptionService regression suites still pass;
server 122 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>
- 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>
- extract buildUserDbExportFile() from routes/export.js so the SQLite user-DB
export is testable (route behavior unchanged)
- tests/exportImportRoundTrip.test.js: export user A (bill/payment/override) →
import into fresh user B → assert all money survives exactly in cents. Confirms
the export(fromCents)/import(toCents) conversion is symmetric — no 100x drift —
and guards it from regressing.
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>
- 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>
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