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Author SHA1 Message Date
le king fu
9e8c41b1f3 docs: say what still reports npm advisories after review of #417
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Review follow-up of PR #417. CLAUDE.md and docs/architecture.md said
nothing re-evaluates `npm audit` in CI. No job fails on it, but the
`npm ci` step of check-frontend audits on every run and prints the count
(run 520: found 0 vulnerabilities; runs 512 and 519: 8), and the
Defenseur reports advisories on its side, which is where #358 came from.

Refs #358

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 15:05:44 -04:00
le king fu
d1d025df8d docs: fix three comments after review of #414
Review follow-ups of PR #414.
- audit.yml points to the concurrency comment of check-rust.yml, whose
  measurement covers push and pull_request runs only: say this workflow
  runs on schedule and workflow_dispatch, which it does not cover.
- reportService.test.ts said CI runs Node 20, so no node:sqlite; CI runs
  Node 24 since #376, and the harness itself is #392's.
- The release skill said /actions/tasks ignores `limit`. Measured
  2026-10-12: only without `page` (613 rows); with `page` it pages by 30
  or by `limit`.

Refs #376

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 15:05:44 -04:00
le king fu
08d54fd176 docs(adr): correct ADR 0023 and the guard's comment after review of #415
Review follow-ups of PR #415. The container does have python3 (pulled by
the apt packages of the install step, run 517): awk is kept because mawk
is part of the ubuntu:22.04 base image, which the workflow comment and
the ADR now say. #344 is a PR and the second drift, not the third. The
awk exit-code test is described by what it alone catches (an awk that
fails after printing every fact). The repair procedure gains the two
failures it had no answer for, and the ADR names the canary's limit.

The release commit edits Cargo.lock on main without a PR, so /release
now replays the guard's exact step text right after that edit (step 2),
checked on the stack's lock (exit 0) and on a drifted edge (exit 1).

Refs #345

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 19:32:51 -04:00
le king fu
230ecd85ad fix(release): drop the generic linux-x86_64 key from latest.json
Max's decision on PR #416, after its review measured who still read the
key. tauri-plugin-updater looks up "{os}-{arch}-{installer}" first, and
every version that ships the updater (v0.2.1 and later, plugin 2.10.0,
tauri-utils 2.8.2 in each tag's Cargo.lock) carries its bundle-type
marker, so .deb and .rpm installs never reach the generic key. Its last
readers were the AppImage installs v0.4.3 to v0.4.5 (v0.4.2 targets a
route that answers 404, earlier versions read GitHub) and binaries run
outside a package; none of them can install the .deb it served, and the
updater wrote that .deb over the running file. They now get
TargetsNotFound when checking: an error on the Updates card, nothing
installed.

The key leaves the script, scripts/check-latest-json.jq and
verify-release.sh together; the test compares the three lists. Docs fix
the readers named by #416 (v0.4.2 is not one) and the CHANGELOG entry
says what changes for those AppImage installs.

Refs #320

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 19:30:34 -04:00
le king fu
ba3db7c35d ci(release): check latest.json with one jq filter that the tests also run
Review follow-ups of PR #416. The check that release.yml runs before
deleting the published manifest moves from an inline jq program to
scripts/check-latest-json.jq, which release.yml applies with
`jq -e --arg version ... -f`. scripts/build-latest-json.test.mjs now runs
that same filter on every pull request: on the script's output, on a
wrong version, on nine broken manifests and on the shape published up to
v0.17.1. It also compares the key lists of the script, of the filter and
of verify-release.sh, so a list left behind shows before the tag.

Two new cases pin the version argument: 0.18.0 must come out as 0.18.0
(the other fixtures pass 0.17.1, the version the bundle names carry, so a
script that ignored its argument passed them all), and an empty version
must fail. Both mutations survived the review's pass.

No change to what the manifest holds: still four keys.

Refs #320

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 19:28:48 -04:00
le king fu
e8306aa260 fix(deps): refresh npm lock to clear 8 advisories
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npm audit reported 8 vulnerabilities (5 high, 3 moderate) on the lock
of main: react-router and react-router-dom (one advisory,
GHSA-qwww-vcr4-c8h2), vitest and @vitest/mocker (one advisory,
GHSA-82fw-gwwq-j7x9), browserslist, baseline-browser-mapping, nanoid
and source-map-js. Every fix sits within the range package.json
already declares, so only the lock moves; package.json is untouched.

Lock generated with npm 11.21.0 exactly:

  npx --yes npm@11.21.0 update react-router-dom react-router vitest \
    @vitest/mocker browserslist baseline-browser-mapping nanoid \
    source-map-js --package-lock-only --ignore-scripts

259 entries before and after, 20 changed, each resolved from
registry.npmjs.org with a new sha512 integrity. npm ci, under npm 10
and under npm 11.19.0, leaves the lock as is; npm audit: 0.

Only react-router 7.18.1 -> 7.18.4 changes the built app: a build from
a lock where only react-router moved equals the full build byte for
byte. Since 7.18.3, useNavigate() and <Navigate> reject a navigation
to another origin; the app only navigates to internal paths.

CLAUDE.md and docs/architecture.md no longer describe 2 high
advisories accepted for good: npm audit is at 0 on 2026-10-10, a
dated reading that nothing re-runs in CI.

Resolves #358
Resolves #317

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 21:14:34 -04:00
le king fu
5ce136f45e docs: name the readers of the linux-x86_64 fallback after self-review
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The fallback key is also read by the AppImage installs of v0.4.2 to
v0.4.5 (bundled until v0.7.3, published on Forgejo for v0.4.2-v0.4.3
and on the GitHub mirror for v0.4.3-v0.4.5, all reading the registry),
which look up linux-x86_64-appimage, absent, then linux-x86_64. Like a
marker-less binary, they cannot install the .deb it serves: the updater
writes its bytes over the running AppImage. State since v0.4.2, not
changed by this PR; the key stays as decided.

Also quote the error the update card really shows for a refused
package (invalid updater binary format).

Refs #320

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 20:55:02 -04:00
le king fu
da7129d529 fix: give rpm installs their own key in latest.json
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latest.json only had linux-x86_64, built from the .deb. An .rpm install
looks up linux-x86_64-rpm first, then fell back on linux-x86_64,
downloaded the .deb and refused it (InvalidUpdaterFormat).

- scripts/build-latest-json.sh writes linux-x86_64-deb,
  linux-x86_64-rpm, linux-x86_64 (the .deb, as a fallback) and
  windows-x86_64 from the release assets. It fails unless it finds
  exactly one .deb, one .rpm and one -setup.exe, each with a non-empty
  .sig. The JSON comes from jq alone, notes read with --rawfile, file
  names encoded with @uri like the upload step.
- scripts/build-latest-json.test.mjs (vitest) runs it under
  bash -e -o pipefail on a temporary assets dir; check-frontend
  installs jq.
- release.yml calls the script, writes the notes output under a random
  delimiter, checks the manifest with jq before the registry DELETE,
  and names the .rpm instead of an AppImage in the release notes.
- verify-release.sh requires the four keys, the extension of each URL
  and the minisign file: of each signature, and exits 1 on any failure.
- Docs: release skill, qa-update-cycle section 3 (rpm procedure, keys,
  reason and removal condition of the fallback), architecture, README,
  CHANGELOG, STATE.

Resolves #320

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 20:49:12 -04:00
le king fu
3b8105c253 docs: fix two sentences of ADR 0023 after self-review
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"Ce sous-arbre" lost its referent once the trigger paragraph stopped
naming a subtree: the sentence now says what is measured, that both past
drifts (#310, #344) came with RustSec advisory fixes. Rule 1's sentence on
a missing block is reworded.

Refs #345

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 20:17:09 -04:00
le king fu
8d9a3ca9e9 ci: guard the windows-sys 0.61.2 pin in check-rust
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Seven crates in Cargo.lock accept windows-sys through a wide bound
(colored, dirs-sys, errno, rustix, rustls-platform-verifier, tempfile,
winapi-util), so cargo may point them at any windows-sys version already in
the graph. All seven point at 0.61.2, the state every Windows release has
shipped with since v0.14.0. Some updates re-resolve them (cargo update -p
hyper, -p h2, -p rustls-webpki -p tar did) down to 0.48/0.52/0.59 while
cargo only reports the packages it bumped: the Windows build then compiles
five windows-sys versions instead of three, and nothing says so.

A new blocking step, "Verify windows-sys pinning", reads the lockfile with
awk right after the suppression guard and fails if any edge of the seven
crates leaves 0.61.2 (a bare edge only passes when the lockfile holds a
single windows-sys, at 0.61.2), if a guarded crate has no block, or if the
set of windows-sys versions changes. awk's exit code is tested apart from
its output, every check is logged with a summary line, and a canary
(tempfile) must be read and checked by the loop.

The step text was extracted from the YAML and run as is, with the runner's
bash options, on copies of the lockfile: main's and the five release tags'
locks pass (9 checks, exit 0); the hyper-bumped lock, an added
windows-sys 0.53.0, a renamed guarded crate, a missing lockfile and a
guarded list without the canary all exit 1.

ADR 0023 records why 0.61.2, the measured cost (3 versions compiled for
Windows instead of 5), the triggers, the exit condition (windows-sys 0.62,
or convergence on a single version) and the repair when the step fails.
CLAUDE.md and docs/architecture.md cite the guard next to the suppression
check. Cargo.lock and .cargo/audit.toml are untouched.

Resolves #345

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 20:14:25 -04:00
le king fu
f19b027c5d ci: fix the release run lookup in the /release skill
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The /actions/tasks endpoint ignores `limit` and returns the whole list,
newest first, so `?limit=5` promised five rows it does not give. The
skill now selects the release.yml run of the tag directly (python3, as
verify-release.sh does), checked on v0.17.1: run 508, `v20.20.2`.

Also clarify check-frontend.yml's concurrency comment: same setup as
check-rust.yml, not the same group.

Refs #376

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 19:43:57 -04:00
le king fu
71a4e1e88f ci: move check-frontend, audit and release from Node 20 to Node 24
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Node 20 reached end of life on 2026-04-30. check-frontend.yml, audit.yml
and release.yml now install Node.js 24 through NodeSource's setup_24.x,
as check-rust.yml has done since #375. Each step still prints
`node --version` in the job log.

The concurrency comment of check-rust.yml claimed the key cancels
obsolete runs on force-push. la-compagnie-maximus docs/forgejo-ops.md
measured the opposite on Forgejo 8.0.3: no pull_request run was
cancelled by a later one, and push runs are cancelled without the key.
The comment now states that measurement; the keys stay (harmless,
meaningful where honoured), and check-frontend.yml and audit.yml point
to it.

release.yml names the trust it places in NodeSource: the script runs as
root in the job container, whose Node.js then runs `npx tauri build`
with TAURI_SIGNING_PRIVATE_KEY. Kept on purpose, also documented in
docs/architecture.md, whose release.yml section described two jobs
(windows-latest, ubuntu-22.04) where there is one containerised job
cross-compiling Windows with cargo-xwin.

release.yml only runs on a tag, so Node 24 there is proven at the next
release: the /release skill now reads `node --version` from the release
run's log (step 9), and STATE.md lists it under the checks due at the
next release.

No CHANGELOG entry: CI only.

Resolves #376

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 19:40:28 -04:00
le king fu
87920ec02d state: sync after the go-live closure and the last manual checks
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 18:59:48 -04:00
le king fu
571104393b state: sync after the manual checks on the published releases
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-10 08:18:12 -04:00
le king fu
c7febe582e state: sync after v0.17.1
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:48:37 -04:00
le king fu
e4db715d6c chore: release v0.17.1
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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:21:41 -04:00
le king fu
6de73b3c22 state: sync after the guided getting-started path (#396-#401)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:14:18 -04:00
le king fu
ee17f31352 docs(onboarding): the import counter, D9 and the QA cases from the stack's review
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- Guide (FR, EN, in-app keys and `.md`) and CHANGELOG: the Import card
  never says "Done." for an import that added no transaction, and the
  step waits for a file that brought one; a Fixed entry, since v0.17.0
  already ticked the step after such an import.
- CHANGELOG: the Free edition shows the Budget step locked, it does not
  lack one.
- architecture.md: the import counter's query, and D9's flag read
  outside any transaction, its log line written after the COMMIT.
- ADR 0022: `applyMigration` and `deleteTransaction` named among the
  writes that do not notify, with their reason.
- QA list (44 cases): the noop import at rest, the focus ring on the
  highlighted control, "Skip" on the folder step without a folder, the
  Transactions and Budget cards on a profile without transactions, the
  focus after "Hide" and "Close", the doubled counter of the unfolded
  list, and a month-agnostic note on the off-screen cell.

Reviews of #402 to #407.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:30 -04:00
le king fu
abc9076d23 fix(budget): drop the grid's target once the grid leaves the page
On a profile without transactions whose import steps were skipped, the
rows can land before the transaction count, both reads queueing behind
the DB lock: the grid mounted, reported "Expand all", then gave way to
the empty state, and the card kept "Click Expand all…" above it with no
grid on the page. The page now passes no target while it shows the
empty state, and a wiring test replays that sequence. Invisible in dev,
where StrictMode reorders the two reads.

The month test sets the clock to 23:00 on December 31, which is still
December in UTC: under the CI runner's zone, a month read in UTC passed.
The zone is pinned west of Greenwich, as in useImportWizard.test.ts.

Review of #400 (PR #406).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:30 -04:00
le king fu
ba71a6421d test(transactions): replay the hook's real sequence and pin the card's sentence
The reducer tests sent SET_PAGE_RESULT right after the initial state,
while the hook sends SET_LOADING then SET_ERROR(null) before each read,
and the mount effect's categories, sources and count before or after
the first page. Had any of those three actions disarmed the guided
fallback, the fallback would never run in the app, and the tests stayed
green: a test now reduces both real orders.

The page tests now also let the list's filters move, as a later
dispatch would: after the fallback the card names every transaction,
and an ordinary visit with "Uncategorized" picked by hand names the
uncategorized ones. The sentence follows the list, not the navigation
state.

Review of #399 (PR #405).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:30 -04:00
le king fu
74a6572475 fix(onboarding): give the focus ring back to the highlighted control
The ring of `[data-onboarding-highlight="true"]` is an author outline:
it wins over the browser's focus ring, so a keyboard user who reached
the highlighted control saw nothing change (WCAG 2.4.7, failure F78).
Measured by the review in headless Chromium, WebView2's engine: the
highlighted button kept `solid 3px` focused or not. `outline: revert`
under `:focus-visible` gives the browser's ring back, kept as is in the
built stylesheet; the contrast test reads the rule from the stylesheet.

Review of #398 (PR #404).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:30 -04:00
le king fu
ec3b5d5185 test(data): pin each restore's notification after the DB lock
ADR 0022 wants a transactional write to notify once `withTransaction`
has returned, never from its callback. Only the categorization test
checked the lock; the restore tests checked that the notification
followed the COMMIT, which a notification sent from inside the callback
also satisfies. Each restore mode now asserts the lock was released.

Review of #396 (PR #402).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:14 -04:00
le king fu
696b83fb10 fix(onboarding): skip the D9 transaction once its flag is set
`initializeGuidedPath` opened BEGIN, read the flag, then COMMIT at every
mount of the provider: start-up, and every profile switch, creation or
deletion. While a `withTransaction` callback runs, `db.ts` lets every
other query bypass its lock, the overlap its serialization exists to
prevent.

The flag is now read first, outside any transaction, through the queued
connection: once D9 ran, an opening costs that one read. Without it, the
transaction re-reads the flag before writing, so two first loads still
cannot apply the rule twice (CWE-362).

Pinned: no transaction and no write with the flag set; the flag counts
only for "1", on both reads; a first load that sets the flag between
the two reads wins; the in-transaction reads still follow BEGIN.

Review of #396 (PR #402).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:14 -04:00
le king fu
a58f8b98bc fix(onboarding): count an import only once the file brought a transaction
The "Import a first file" step counted `imported_files` rows in status
`completed`. `executeImport` writes that row before its first insert, so
an import that added nothing (a file holding only its header, or one
whose rows were all in error in the preview) ticked the step: the Import
card then said "Done." at rest and sent the user to /transactions, which
had nothing to categorize and led back to the import.

The counter now keeps a completed file only when a transaction points at
it (`EXISTS` on `transactions.file_id`, covered by
`idx_transactions_file`). Replayed with sqlite3 on
`consolidated_schema.sql`: 0 after an import without a valid row, 0
before a successful import's first insert and 1 after, 0 once the file
turns to `error`. Duplicates only change nothing: their transactions
came with an earlier completed file, and a restore writes its own.

The tests run without SQLite, so the rule is pinned on the query, and
the Import page is pinned at rest after such an import: step 4 again,
on the first source card, without "Done.".

Review of #398 (PR #404), option A chosen by Max.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:14 -04:00
le king fu
5c18fddfc0 docs: say where the Import card holds back "Done." (self-review)
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The guide and the changelog said the card never says "Done." for an
import that added no transaction. It holds it back on the report only:
on the Import page the card moves from one step to the next, and says
"Done." once the file is imported. The locale test no longer depends on
the order of the sections in the files, which DocsContent ignores.

Resolves #401

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 09:59:55 -04:00
le king fu
d6f42dbe32 docs: architecture, QA checklist and changelog for the guided path
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- architecture.md: the Onboarding section describes the guided path as
  delivered (provider and useOnboarding(), the data-change channel of
  ADR 0022, the three onboarding preferences, rule D9, the pure models of
  onboardingPath.ts, the banner, the card latch and CARD_PAGES, the step
  cards, the highlight by props and CSS); the utils count and the
  user_preferences row follow the stack.
- qa-onboarding.html: the phase 1 cases that still hold, without the
  compact bar ones, and four guided-path groups, including the manual
  checks the five links left for a release build (WebKitGTK and WebView2,
  Orca and NVDA, reduced motion, keyboard, Free edition, rule D9).
- CHANGELOG (EN and FR): one entry for what every step card does, one per
  page, the path hidden on active profiles covers the banner too, the
  skipped state, and the guide's new sub-section.
- STATE.md: manual checks due on the next release.

Resolves #401

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 09:53:58 -04:00
le king fu
7ce5816bb2 test(docs): hold both locales to the shape the user guide reads
DocsContent and DocsSubsections read the guide straight from fr.json and
en.json, but their tests run on fixtures: a string where an array is
expected, a sub-section without its steps or a French list longer than
its English one only showed in the app. DocsContent.locales.test.ts reads
the real files: every section DocsContent renders and no other, the
strings and string arrays it reads, sub-sections that readSubsections
keeps whole, anchors of their own, French and English item for item, and
the path's sub-section in the section "Open the guide" opens.

DocsContent exports SECTIONS for it.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 09:53:52 -04:00
le king fu
b0db1d3102 docs(guide): describe the guided getting-started path in the user guide
The "Getting Started" section, which "Open the guide" opens at the end of
the path, gains a "The getting-started path" sub-section in both locales
and in docs/guide-utilisateur.md: the banner and its list, the step cards
and their outline, "Skip this step" and "Resume", the end of the path,
the profiles that find it hidden from the start, and how to show it again
from Settings -> Users. It uses the sub-section shape DocsSubsections
already reads for the Import section.

The Dashboard and Settings sections no longer describe the compact bar
the banner replaced, and the Profiles section says the path belongs to
each profile.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 09:53:47 -04:00
le king fu
d76c387fa5 docs: changelog for the Budget step card
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Added: the getting-started card of the Budget page. architecture.md
stays as it is: no line of it is made stale (the budget folder still
holds five components, the pure module is not one).

Resolves #400

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 09:21:33 -04:00
le king fu
2386486762 feat(onboarding): the Budget page's step card and its highlight
The budget grid opens collapsed and only its leaf rows take an amount,
so the card first points at "Expand all", then at the current month's
cell of the first editable row shown (D12). `budgetOnboardingTarget`
(pure, beside budgetTableResults.ts) decides it from the rows each
section shows, in the order it shows them; the collapse state stays
BudgetTable's own and the card never unfolds the grid.

BudgetTable rings that one control when the page asks
(`onboardingTarget`) and reports its kind through
`onOnboardingTargetChange`, in an effect, at mount and on change only:
the page needs it for the card's sentence before it asks for the ring.

`budgetCardModel(input, checklist)` gives the "collapsed" sentence for
"Expand all", the "flat" one for a cell, no sentence and no ring before
the grid says, and "Done." once the budget step is checked, which the
card needs to end the path. CARD_PAGES gets /budget. BudgetPage renders
the card first, outside the loading dim the grid gets after each save,
and asks for the ring only while the card shows. The Free edition never
mounts the page and never latches it: its path ends at 5/5.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 09:21:29 -04:00
le king fu
9a695a2504 docs: changelog and architecture for the Transactions step card
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Added: the getting-started card of the Transactions page and the guided
entry its step link opens. architecture.md gets the lines this change
touches: useTransactions' start filters and single fallback, and the
i18next `lowercase` formatter in the Internationalisation section.

Resolves #399

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:56:49 -04:00
le king fu
fd44d8702b feat(onboarding): the Transactions page's step card and its guided entry
The link of the "categorize by hand" step carries `guided`, which the
Transactions page reads through `readOnboardingNavState` and turns into
start filters: `useTransactions(initialFilters?)` puts them over the
defaults through `initTransactionsState`, at mount only, so the card
consuming the navigation state changes nothing. The guided entry lists
the uncategorized transactions whatever their date (the default filter
starts on January 1st, and in January the sample statements fall in the
previous year). When its first page comes back empty, the reducer drops
"uncategorized only" once: a new filters object, so the existing filter
effect reads again, and the loading placeholder meanwhile. The first
page and any filter the user sets disarm the fallback, so it never loops
and never drops a filter behind the user's back.

`transactionsCardModel(filters, checklist)` says which sentence matches
the list, names the filter by its own label, points at the first row's
category, and says "Done." once the step is checked, which the card
needs to offer the Budget step or the end of the path. The label loses
its capital through an i18next `lowercase` formatter used by the
sentence itself, `{{filter, lowercase}}`.

TransactionTable wraps every row's category in the same element and
puts the ring on the first one only, so the ring coming or going never
remounts the combobox; CategoryCombobox is unchanged. CARD_PAGES gets
/transactions, and the page renders the card first and highlights its
target only while the card shows.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:56:44 -04:00
le king fu
ee26fe0888 docs: changelog and architecture for the Import step card
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Added: the getting-started card of the Import page. Fixed: the "No import
folder" empty state no longer flashes while the folder is read.
architecture.md gets the lines this change made stale: the component
count, the onboarding folder, useImportWizard's `importFolderLoaded` and
the Import row of the empty states table.

Resolves #398

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:34:57 -04:00
le king fu
ed5eeb0265 feat(onboarding): step card with highlight, and the Import page's card
On the page of the step in progress, a card takes the place of the
banner. `StepCard` is driven by props: an h2 title that takes the focus
("Step n of N", then the step), the page's sentence, a status region
always rendered that receives "Done.", "Skip this step" until the step is
done, then "Next step" or the end of the path. `OnboardingStepCard` is
the only piece that reads the path: it renders on the latched card page
only, so the card survives its own success, focuses its title once per
arrival by "Next step" and consumes the navigation state.

The control to use carries `data-onboarding-highlight`, drawn in
styles.css as a 3px accent outline with a pulse bounded to three cycles
and none under prefers-reduced-motion; a test reads the stylesheet and
checks 3:1 against the background and the cards in both themes. The
target is passed by props to EmptyState's primary action, the first
SourceList card and WizardNavigation's next button, never queried.

`importCardModel` reads the wizard and the checklist in order: importing
before the counters, a report that added nothing as a failure, and the
"steps 3 and 4 checked" row at rest, where it can apply. CARD_PAGES gets
/import; the Import page builds the input, renders the card first and
highlights the model's target only while the card shows, and its empty
state waits for the folder to be read.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:34:45 -04:00
le king fu
d024f5aeb9 fix(import): mark the import folder read once its mount read is over
The wizard starts with `importFolder` null for lack of reading, which the
Import page took for "no folder": the "No import folder" empty state
flashed before the stored folder came back (#384).

`importFolderLoaded` is set in the `finally` of the mount read, after the
first scan, so neither variant of the empty state flashes, and it is kept
by RESET, which rebuilds from the initial state while the mount read
never runs again.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:34:37 -04:00
le king fu
46e714234e docs: changelog and architecture for the getting-started banner
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CHANGELOG (EN and FR): the banner under Added; the compact bar replaced
by the banner, the states read out by the list, and the re-show button
of Settings → Users under Changed. docs/architecture.md: the lines this
change made false (component count, the onboarding/ folder, the compact
mode and the re-show sentences). The user guide is rewritten by the
last issue of the milestone.

Resolves #397

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:02:47 -04:00
le king fu
2388ad62fa feat(settings): read the getting-started path from its provider
Settings → Users no longer reads the hidden preference at mount: it
takes hidden and show from useOnboarding(), the provider being the only
writer of the path's preferences. Hiding the path from the banner of
this very page now offers "Show the getting-started checklist" at once,
and a local flag keeps the confirmation in place of the button until
the path is hidden again.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:02:43 -04:00
le king fu
75c1708bbe feat(onboarding): show the getting-started banner on top of every page
The getting-started path now follows the user: AppShell mounts
OnboardingBanner at the top of <main>, in the page flow, and the
provider's mode keeps it off a hidden path, the dashboard of a profile
without transactions, a page that carries a step card and the first
load. The banner shows "Getting started n/N" once the Budget
entitlement is known, the next step linked with its navigation state,
"Show the list", which unfolds the detailed list in place, and "Hide";
at the end, the closing message, "Open the guide" and "Close". Each
route mounts its own banner slot, so a page always starts folded.

The dashboard's compact bar and the compact mode of
OnboardingChecklist are gone (D7). The detailed list reads each state
out to screen readers, shows a skipped step with its badge and
"Resume", and gives every link to a step the same navigation state
(stepNavState), with the guided entry for the manual category.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:02:39 -04:00
le king fu
21c46b6380 test(onboarding): pin the provider hook's React wiring
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renderToStaticMarkup runs no effect, so the hook's own wiring was guarded by
no test: the route re-read (pathname in the deps), the data-channel
subscription and its cleanup, the card latch stored during render, and the
order "write the preference, then update the state" of hide, show, skip and
resume. React's hooks are stubbed so the hook runs as a plain function on a
prepared state, its effects captured and run by hand.

Resolves #396

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 07:39:00 -04:00
le king fu
68b90f5f16 docs: ADR 0022 and changelog for the data-change channel
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ADR 0022 records the channel: its scope, the writes that notify and when,
the 150 ms wait on the subscriber side, stale answers ignored, and who may
subscribe. architecture.md gets its row in the ADR table, plus the rows this
change made wrong (onboardingService, useOnboardingChecklist, the new
dataEvents service, the contexts folder). The changelogs record rule D9: a
profile that already had transactions hides the getting-started checklist
the first time it is opened with this version.

Resolves #396

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 07:34:02 -04:00
le king fu
dcf3b013dc feat(onboarding): share the getting-started path through a provider
The checklist state moves from DashboardPage to OnboardingProvider, mounted
in AppShell around the routed page; pages read it through useOnboarding().
The reducer stays in useOnboardingChecklist:

- loads are numbered and a stale answer is ignored;
- HIDE, SHOW, SKIP and RESUME win over the snapshot of a load started
  before them (#384);
- a refresh keeps the counters and the ready status, and a failed re-read
  after a first success keeps the last state; only the start of a failure
  streak is logged;
- re-read at mount, on every route change and 150 ms after a burst of
  data events.

onboardingService: getOnboardingSnapshot replaces getOnboardingCounters and
is a pure read (skipped steps included, one preference per step, filtered on
the six keys and the value "1"); initializeGuidedPath applies rule D9 once
per profile in one transaction (hidden first, then the flag, ROLLBACK on
failure), awaited once by the first load through a promise shared by
StrictMode's double mount; skipStep / resumeStep are idempotent.

computeChecklist counts skipped rows; the new pure onboardingPath module
holds nextStep, CARD_PAGES (empty for now), stepsOfPage, the card latch,
bannerMode and readOnboardingNavState. The dashboard reads the context and
keeps its compact bar for now.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 07:33:57 -04:00
le king fu
4febed9eab feat(data): announce counter-moving writes on a data-change channel
Add src/services/dataEvents.ts (ADR 0022): notifyDataChanged() and
subscribeDataChanged(), without React, on the model of logService.subscribe.
A throwing subscriber is logged and does not stop the others.

Notify after every successful write of the tables the getting-started
counters read, plus the import folder: setImportFolder, createSource,
deleteSource, createImportedFile, updateFileStatus, both import deletions,
insertBatch, updateTransactionCategory, applyKeywordWithReassignment (after
COMMIT), the four budget writes and runRestore (after COMMIT, one point for
the three restore modes). executeImport notifies once more when it ends,
succeeded or not. A failed write notifies nothing; transactional writes
notify once withTransaction has returned. applyTemplate notifies once for
the whole template through a private writeBudgetEntry helper.

Each service suite proves the notification after a success and its absence
after a failure; executeImport is driven as a plain function with React's
hooks stubbed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 07:33:47 -04:00
le king fu
4a82116614 state: sync after #390 (PR #394)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-06 22:01:24 -04:00
le king fu
5910387eb7 test(profiles): pin the review's quick suggestions on the catch-up (#390)
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From the /pr-review of PR #394:
- the profile database opens only once prepare_profile_db has resolved
  (deferred preparation; a load started early used to pass, RT1);
- a real VACUUM INTO failure, through a dangling symlink, names the full
  path and comes out scrubbed (RV6); the test first checks the raw message
  does name the folder;
- deleting a profile removes the -journal side file, the only one this
  app produces (RV5);
- test folders are removed when each test ends, a failing one included
  (TestDir guard), instead of 42 folders left in /tmp per run.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-06 21:46:26 -04:00
le king fu
71147c5083 test(profiles): cover a v0.15-v0.17 secondary profile without history (#390)
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The released-states loop stops at v0.10-v0.14 (state E). State F, the
consolidated schema of v0.15.0 to v0.17.0 without a history, only had
its floor checked; this test runs the whole preparation on it: history
recorded up to v17, nothing applied, no copy, flag repaired.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-06 20:54:38 -04:00
le king fu
02fca2ad3c docs: ADR 0021, guide and changelog for the profile catch-up (#390)
ADR 0021 records the catch-up rules and amends ADR 0003 and 0005, whose
claims about secondary profiles were false. architecture.md, CLAUDE.md
and the migration rule describe the two migration paths; the guide tells
where the pre-update copy lives and how to remove a database a deletion
on Linux left behind.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-06 20:35:00 -04:00
le king fu
b0206ae56b fix(profiles): catch secondary profiles up on missed migrations (#390)
tauri-plugin-sql migrates only the database registered with add_migrations,
the default profile's. A secondary profile kept the consolidated schema of
the version that created it and never received a migration afterwards.

prepare_profile_db runs before every Database.load:
- secondary profiles catch up with the same migrations() list (pinned
  SHA-384), history kept in _sqlx_migrations; a database without history
  gets a floor inferred from its schema (the seven released creation
  states are test fixtures), so nothing at or below it is ever replayed;
- a VACUUM INTO copy is taken before the first write, synced, then renamed;
- each version runs in its own transaction with foreign keys on; one that
  fails on a foreign key is retried once without them and its orphans are
  set to NULL where the key declares ON DELETE SET NULL;
- every profile gets its TEXT manual-categorization flags repaired;
- failures are logged with file names only and the profile still opens.

New profiles are born with their full history (get_new_profile_init_sql).

The plugin keeps databases under app_config_dir(), not app_data_dir():
the same folder on Windows and macOS, not on Linux. repair_migrations,
delete_profile_db and compute_account_return looked in the wrong folder
there. profile_db_path resolves the plugin's folder and validates the
file name; deleting a profile now also removes its SQLite side files and
catch-up copies.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-06 20:35:00 -04:00
le king fu
f758282c2e fix(transactions): bind the manual-categorization flag as an integer (#390)
updateTransactionCategory bound the JS boolean `true`. tauri-plugin-sql
passes a bool to sqlx as a JSON value, so the column received the TEXT
'true', which the getting-started checklist's `is_manually_categorized = 1`
never matches: step 5 never ticked.

toSqlFlag turns a boolean, a number or a backup's string into 0/1. It is
used when a category is set by hand and when a JSON or CSV backup is
restored, since a backup exported while the bug stood carries "true"
(the CSV path read it as 0).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-06 20:35:00 -04:00
le king fu
8907eef5df state: sync after the v0.17.0 release
v0.17.0 is tagged on 07255e1 and published by release run 491: seven
artifacts and latest.json checked, the updater endpoint serves 0.17.0.
The update-cycle check was not due (nothing on the updater path changed
since v0.16.0) and the reason is written on the release. #234 is closed
on its fourth proof (actcache at 999 MB, one entry) with its milestone,
and the two suites-licence texts are posted on la-compagnie-maximus#184.
Rotate out the 2026-09-27 #270 decision to keep ten.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-05 21:09:40 -04:00
le king fu
07255e1f30 chore: release v0.17.0
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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-05 19:36:51 -04:00