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Author SHA1 Message Date
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
ed35570121 fix(license): drop an activation token that no longer stands for this machine
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A data directory written by v0.15.0 or earlier can hold a valid key next
to the activation token of another license, typically a refunded hence
revoked one. The License card read "Activated", market prices were
refused, and "Activate" was never offered: the folder could not recover
without a manual file removal.

- Prices: a 403 license_revoked drops the refused token, and only while
  the file still holds it, so an activation that lands while the refused
  request is in flight keeps its new token (CWE-367). The key's revoked
  state is never written from this route. The token is read through
  ACTIVATION_FILE by the directory-based read_stored_activation_token_in,
  in fetch_price_in, testable without AppHandle.
- Machine list: list_activated_machines returns { machines,
  token_dropped }. A complete list that names this machine under neither
  identifier drops a token that activates this machine, when the OS id is
  readable and the token is the one on disk when the list was asked for.
  An error, a revoked key or a rate limit drops nothing.
  machines_from_verify counts the rows it skips, which the list still
  tolerates. This also gives "Activate" back to a machine deactivated from
  another computer.
- Front: the activation status is read again after every list load; a
  fixed log line (ACTIVATION_TOKEN_LOG) is written on token_dropped and on
  a price refused as revoked; the revoked-license price message invites to
  activate the machine again.
- Docs: architecture, ADR 0017 (#365 amendment), ADR 0020 (rule 4), user
  guide and in-app tips, changelogs.

Resolves #367

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 17:58:25 -04:00
le king fu
e2f0fb86da feat(license): remove the stored license key from the License card
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"Remove the key" on the License card removes license.key, then the
activation token, and keeps license.check, so a revoked key removed then
entered again stays Free. Removing the key stops the revocation check,
which until now only storing another key could stop.

When this machine is activated with a valid key, its slot is freed on
the license server first (remove_license with release_slot). A release
that fails removes nothing; on network, server, rate_limit or
invalid_response the card asks whether to remove the key anyway, the
slot then staying occupied. no_active_activation, license_not_found and
license_revoked (recorded for the key sent) mean the slot is free.

- Rust: remove_license / remove_license_in, release_this_machine_slot,
  this_machine_token_id, and the shared remove_activation_token_in
  helper, now also used by store_license_in and the deactivation.
- Front: removeLicense service; performRemoveLicense in
  useLicenseMachines (confirmations by state, error table, in-app log
  lines); removing and removeError in the machines reducer, which lock
  key entry, Activate and Deactivate; the button for any stored key,
  valid or revoked.
- Docs: user guide, in-app tips, architecture, ADR 0017 amendment,
  changelogs.

Resolves #370

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 17:14:36 -04:00
le king fu
ab78aa9ddc fix(license): check a revoked key as soon as it is entered
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A license key entered during a session was only checked against the
license server at the next start: a revoked key kept its edition until
the app restarted, or until a machine activation was refused (#365
checked at start only).

Front: performSubmitKey launches the revocation check after
VALIDATE_DONE, without waiting for it, and never after a refused key.
SubmitKeyDeps gets a single launcher, startRevocationCheck(wasRevoked),
built once by the provider with revocationCheckLauncher and shared with
the start check, whose starter is unchanged.

Rust: the command runs the checks one at a time. A static
tauri::async_runtime::Mutex (REVOCATION_CHECK_TURN) is held by
check_revocation_in_turn over the whole check, request and verdict
included, and the time is read once the turn has come. A key entered
before the first ready state, checked by the entry and by the start,
sends one request; the check of a key entered while another one is in
flight waits for its verdict instead of overwriting license.check.
check_revocation_in is unchanged, and so are Cargo.toml and Cargo.lock.

Docs: ADR 0017 (amendment #365, point 5), user guide, in-app docs
(docs.settings.tips, docs.editions.tips), architecture, and both
changelogs under [Unreleased] (Fixed / Corrigé).

Resolves #373

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 16:26:10 -04:00
le king fu
b107cf42ce fix(license): apply the review of #368
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- A state file that cannot be written now has a test on both of its paths:
  the attempt (nothing is sent, or a read-only data directory would send a
  request at every start) and the verdict (the key is not reported revoked
  when nothing on disk says so). The first path was correct but unguarded:
  the review's mutation left all 185 tests green.
- The storage outcome no longer claims that nothing was sent: it also covers
  a verdict that could not be written. Reworded in licenseService.ts, the
  in-app log line and docs/architecture.md.
- The Updates card names a revoked key in its Free branch, between the
  message and the CTAs: a refunded Base buyer first meets the loss of
  automatic updates there (Max, 2026-10-03). The error page stays as it is.
- A revoked key keeps being checked once per 24 h while it stays stored, so
  that a correction made on the license server is picked up (Max,
  2026-10-03). Declared in the user guide, the in-app docs, the changelogs
  and the ADR 0017 amendment.

Refs #365

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-03 09:29:47 -04:00
le king fu
e24c30fe6a feat(license): online revocation check — a revoked key falls back to Free (#365)
A refunded license was revoked on the server but kept working in the app:
the edition is resolved offline from the key alone, and the flag added by
#347 lasted the session only and never touched the edition.

Rust
- license.check, next to the key, holds what the license server last said
  about it: {key_sha256, attempted_at, revoked}. Never the key itself. A
  missing, unreadable or invalid file, or a state about another key, reads
  as "no state": not revoked, check due.
- entitlements_from_dir resolves a revoked key to ("free", []), which also
  locks auto-update. read_license and store_license report the state.
- check_license_revocation: POST /v1/licenses/verify with the product and
  the key only. Nothing is sent without a stored key that validates, nor
  within 24 h of the last attempt, which is written before the request.
  Fail-open: only "valid" lifts the state, only "revoked" sets it.
- Activation, machine list and deactivation record a license_revoked answer
  under the key they sent.
- fetch_price reads error.code of a 403 and names license_revoked instead of
  premium_required. It records nothing: the price route judges the license
  of the activation token, which the client cannot tie to the stored key,
  and 0.15.0 left the token of a previous key next to a new one (#367).

Front
- LicenseContext takes the revoked state from Rust (info.revoked); the
  session flag and markRevoked are gone. The check starts once per app
  start, writes its outcome to the in-app log, and reloads the context only
  when the state changed. A revoked key entered again stays Free.
- UpsellGate and the License card name the revocation.

Docs: ADR 0017 amendment (D13 replaced, the first unsolicited request and
its bounds), architecture, user guide, price contract annex, changelogs.

Refs #365

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-02 14:45:34 -04:00
le king fu
0a9c9f71dd fix(license): apply the review of #366
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The review approved the previous head with five suggestions; this commit
applies the four that touch the repository (the fifth is the manual check
in the pull request description).

- Tests: a valid token issued for another machine goes with any row of
  this machine. Two rows added to the deactivation table: the reviewer's
  mutation that kept such a token stayed green before them.
- ADR 0020, removal condition: counted from the last raw-claim token the
  server issued, not from a client version. A Free 0.15.0 no longer
  updates and can still activate with the raw id months from now.
- ADR 0020: names what the transition leaves behind when a machine is
  activated again while its raw row is still active (a second row, one
  more slot), and what a public key does not cover (whoever already holds
  the OS id can recompute the derived one).
- "No command hands the OS id to the webview" was wider than the code: the
  server's list still carries it for a row from before the derivation.
  Bounded in the ADR, architecture.md and the licenseService.ts comment.

No behaviour change. Rust 168, vitest 1314.

Refs #350

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 21:12:32 -04:00
le king fu
e5662ad018 fix(license): send a derived machine identifier, never the OS machine id (#350)
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Activation sent `machine_uid::get()` as is: /etc/machine-id on Linux,
MachineGuid on Windows. machine-id(5) calls that id confidential and asks
applications to send a keyed hash under a fixed, application-specific key
instead. The license server stores what it receives next to the license
email and the host name, lists it back and signs it into the activation
token.

- derive_machine_id: HMAC-SHA256 under a frozen key, 64 lowercase hex
  characters, pinned by two reference vectors. An empty OS id is refused,
  never hashed.
- Activation sends the derived identifier and requires the issued token to
  carry it. Nothing else originates a machine identifier.
- A machine activated before this change stays activated: a valid token
  whose claim is the raw id of this machine still reads "Activated" (D1).
- The machine list flags `is_this_machine` in Rust, for a row under either
  identifier (D3). `ActivationStatus` no longer carries an identifier and
  the unused `get_machine_id` command is removed: no command hands the OS
  id to the webview any more.
- After a deactivation the local token is dropped when it stood for the
  freed slot: any row of this machine takes it, except the old raw row
  while the token stands for the derived one.
- ADR 0020 records the derivation, the transition and the condition for
  removing the raw-id compatibility.

Behaviour changes beyond the issue text: the machine list and a
deactivation no longer fail on an unreadable OS id (best effort), the
activation status then reads "not activated" instead of failing, and the
unused `store_activation_token` command refuses a token issued for the
raw id.

No new dependency (hmac and sha2 were already declared); Cargo.lock is
untouched. Rust 151 -> 168 tests, vitest 1311 -> 1314.

Refs #350

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-01 19:52:48 -04:00
le king fu
cdf4df85f7 fix(license): apply the second review of #364
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- Key entry and machine activation can no longer overlap. An activation
  in flight writes the token of the key it read: a key stored meanwhile
  ended up next to the previous key's token, the dead end 3f90635
  closes. "Enter a key" and the form's submit are disabled while an
  activation runs (LicenseKeyForm gains a busy prop), and "Activate"
  while a key is being stored.
- The "Activated" badge is hidden for a revoked key: the server
  deactivated every machine of the license.
- ADR 0017: the #347 amendment also points at section 1, which still
  mentions the machine-binding downgrade.

Refs #347

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-30 20:44:51 -04:00
le king fu
3f90635298 fix(license): apply the review of #364
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- store_license_in drops activation.token when the stored key changes.
  The token names the previous license to the price server (its sub is
  the license id, the key carries the email), so the card showed the
  machine as activated while prices were refused for the old license.
  The same key entered again keeps its token; a refused key changes
  nothing.
- get_activation_status goes through activation_status_in(dir,
  machine_id, key), tested in a temporary directory: a missing,
  expired, foreign-machine, foreign-key or unreadable token reads as
  not activated. It alone decides "Not activated" and "Activate".
- LicenseCard is keyed by licenseIdentity(info): another key remounts
  the body, which re-reads the activation and drops the previous key's
  machine list.
- invalidSignature asks to check the copy first. jsonwebtoken checks
  the signature before decoding the payload, so a damaged copy often
  reads as a signature failure (characterization test). User guide and
  changelogs aligned.
- Render tests: the other errors stay visible under Machines, and the
  edition's green check gives way to an alert for a revoked key.

Refs #347

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-30 19:58:22 -04:00
le king fu
d2ded515fd fix(license): name key-entry errors, keep the edition off the activation token, flag revoked keys
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Rust (license_commands.rs)
- LicenseError gains InvalidPrefix, InvalidSignature, Malformed and
  UnknownEdition. validate_with_key returns it (ExpiredSignature maps
  to LicenseExpired), and store_license, read_license and
  validate_license_key reject with the same JSON as the network
  commands. store_license_in and read_license_in take a directory, so
  the Storage mapping is tested at the source.
- D12: the edition comes from the license key alone.
  resolve_license_entitlements no longer takes the activation token,
  and current_entitlements reads only license.key
  (entitlements_from_dir). A token that had expired (2-year server
  lifetime) or came from another machine (restored data) used to drop
  a valid key to free, while a key copied without its token kept its
  edition. get_activation_status and persist_activation_token keep the
  strict token validation, and the key keeps its strict validation
  (CWE-613).

Front
- LicenseCard names the load error, and LicenseKeyForm (extracted so a
  static render reaches it) names a refused key, through
  parseLicenseError: no raw backend string reaches the card.
- D13: a license_revoked answer is recorded in LicenseContext for the
  whole session, because the card unmounts when the user leaves
  Settings > Users. Only a different key clears it. Card-level
  message, alert icon, Activate disabled through selectCanActivate.
- Machine counter n/limit, "Not activated", activating and
  deactivating labels, dates in fr-CA/en-CA, and "No expiry date"
  beyond 50 years (licenseExpiry.ts, for the 100-year keys of
  maximus-api#63).
- license.removeLicense and license.machines.activateError removed;
  the price authFailed message points to activating the machine.

Tests: 15 new Rust tests (resolution from a data directory, named
variants, the 100-year key of #363, a key without exp) replace 3
machine-binding tests; vitest covers the card and form renders, the
context revocation, the hook wiring and the locales.
test: reproduces #347 (an expired token of this machine resolved a
valid Base key to free on 5d549d6).

Docs: CHANGELOG FR/EN, guide section 12 and in-app docs,
architecture.md, ADR 0017 amendment for #347, qa-update-cycle.md,
api-contract-prices.md.

Fixes #347
Fixes #360
Refs #363

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-29 21:39:01 -04:00
le king fu
170b22d356 fix(upsell): apply the review of #362
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- Render tests for the upsell CTAs (UpsellCtas.render.test.tsx): the
  reviewer's probe, which needs no jsdom (react-dom/server in the node
  environment, plus the FilterPanel.test.tsx pattern of calling a
  component as a function). It pins the Base/Premium CTA on UpsellGate,
  the router guard of HaveKeyButton, the localized product URL, the
  Premium note and the onNavigate forwarding, none of which the suite
  guarded before.
- A failure to open the browser (openUrl) is now logged through
  logError in PurchaseButton, DownloadLatestButton and LicenseCard,
  instead of vanishing as an unhandled rejection that never reaches the
  in-app logs. Tested for both shared buttons.
- upsellCtaFor: comment the trap in making Premium purchasable, since
  PurchaseButton sells Base only.
- ADR 0017 amendment: the Account card text holds in practice only;
  current_entitlements still grants Premium to an active subscription,
  a dormant path until a subscription is sold.
- User guide and in-app docs: the purchase step now comes before the
  key entry, and the Balance button is named "Get Premium".
- CHANGELOG: "Maximus Account" in English, "every screen that requires
  it" in both files (the Balance screen sells nothing), and the French
  elision before a guillemet.

Refs #346

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-27 20:47:04 -04:00
le king fu
57a0fbc2f7 feat(upsell): activate "Get Base", honest Premium note, purchase path in Free, Account card text
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- upsellCtaFor(tier) decides what a locked screen offers: Base is
  purchasable, Premium stays disabled with "Premium isn't sold online
  yet". Pure and tested on the whole entitlements matrix.
- Shared CTAs, one component per file: PurchaseButton ("Get Base") and
  DownloadLatestButton open the localized product page (purchaseUrl) and
  need no router; HaveKeyButton renders only inside BrowserRouter.
- UpsellGate uses them; the purchase link never calls onNavigate, so
  modal hosts stay open. ProfileFormModal reuses UpsellGate instead of
  its compact panel, keeps its Cancel button, and closes after "I
  already have a key" (onNavigate={onClose}).
- In Free, the Updates card offers Get Base, I already have a key and
  Download the latest version; the error page (outside the router)
  offers Get Base and the download link. No update check, no network
  call.
- i18n FR/EN: Account card text, Premium note, Updates notEntitled text,
  download label, editions guide step and tip; the "coming soon" note
  key is gone. Tests pin the upsell key set and the decided texts.
- Docs: ADR 0017 amendment, architecture (UpsellGate row, shared CTAs,
  upsellCtaFor, multi-profile row, counts), user guide section 12;
  CHANGELOG FR/EN.

Proven red: Premium made purchasable 2, balance sold as Base in the
matrix 4, the old note key back in a locale 1, Account text altered 1,
download label altered 1.

Fixes #346

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-27 15:50:45 -04:00
le king fu
2d4caecae8 fix(deps): resolve the quick-xml advisories, unyank deep-link and spin
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The removal trigger #312 was written for had already fired — I filed the issue
without checking whether a newer plist existed. plist 1.10.0 ships quick-xml
0.41.0, which carries the fix, within tauri's existing bound:

    cargo update -p plist -> plist 1.8.0 -> 1.10.0
                             quick-xml 0.38.4 -> 0.41.0

So RUSTSEC-2026-0194 and -0195 are resolved rather than accepted, and leave
.cargo/audit.toml the day they entered it. rsa is now the only entry, and the
guard loops on that crate alone; its rationale comment is re-pointed
accordingly, since it was written entirely around quick-xml/plist.

Also bumps the two yanked crates (#313). tauri-plugin-deep-link 2.4.8 -> 2.4.9:
upstream's 2.4.9 is a single commit, "Fix broken iOS custom URL schemes", so
the defect behind the yank is iOS-only and never reached this desktop app —
v0.14.0 shipping 2.4.8 was not a user-facing problem, which is why neither
Security nor Fixed applies to it in the changelog. spin 0.9.8 -> 0.9.9; every
0.9.x up to 0.9.8 is yanked, which reads as a bulk yank rather than a defect.

The #310 changelog bullet is amended rather than contradicted: it sits in the
same unreleased section and would otherwise ship two opposing claims in the
same release notes. Two of its statements were wrong. It said three advisories
remained (now one), and it said tar sits on "real code paths in the shipped
app" — tar is compiled, but its vulnerable extraction path is only reached by
the AppImage and macOS installers this project does not bundle. The
rustls-webpki half stands: TLS runs on every update check.

ADR 0018's decision is untouched; an amendment header marks the passages that
are now historical, including the "override is impossible" alternative, which
plist 1.10.0 made false the same day.

cargo audit from the repo root: 0 vulnerabilities, warnings 23 -> 21 (the two
yanked ones). From src-tauri/ it reports 1 — that is the cwd sensitivity of
.cargo/audit.toml, not a regression. Guard: 2 checks + canary, exit 0.
cargo check + cargo test green (106 tests). Lock diff: 4 packages, 666 before
and after.

Resolves #312
Resolves #313

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 11:51:46 -04:00
le king fu
e2b8eb8b22 docs: architecture, ADR 0019, user guide and changelog for the import format
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Last link of the ten-link import-format stack. Links 1-9 deliberately wrote
no changelog and no documentation, to avoid a conflict at every level of a
linear pile; this link owes all of it.

- ADR 0019 records the structuring decision: the import format is a fully
  persisted value, never re-inferred. It documents the three independent paths
  by which it used to be lost (hardcoded restore, header drift, data export),
  and why a single codec with a completeness test closes the class rather than
  a composed type -- the two carriers are structurally incompatible
  (`has_header` is boolean on one and number on the other). `template_id` is
  recorded as a provenance label, never re-read as format.
- `docs/architecture.md` gains a dedicated "Import CSV" section covering the
  codec, the lexical detection layer and its separate dictionary module, the
  bank signatures, the now-mandatory preview step, and sources/templates in
  the SREF envelope. Migration v17 and its four CHECK-guarded columns are
  listed in the migrations table.
- Stale counts corrected against the tree, not by arithmetic: 16 -> 17
  migrations (both files), `src/components/import/` 13 -> 14, `src/utils/`
  4 -> 13. Tables (20) and indexes (24) were re-measured and are NOT stale --
  v17 is an ALTER TABLE only -- so they are left as they are, with the reason
  written down. ADR 0018, missing from the ADR table, is added.
- The user guide and the `docs.*` keys in both locales carry the same new
  import journey: automatic detection, confidence score, mandatory preview
  with its signed recap, sign inversion, recognised bank formats, drift panel,
  and the safe repair path.
- Both changelogs carry the same entries, translated, verified section by
  section including issue references. The `public/` copies sync automatically
  via `syncChangelogs()`.

1176 vitest green, build clean, cargo check clean. No DB migration.

Resolves #332

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 11:13:25 -04:00
le king fu
f4b09b028e fix(deps): clear 6 reachable RustSec advisories, accept 3 unreachable ones
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cargo update -p rustls-webpki -p tar moves rustls-webpki 0.103.9 -> 0.103.13
and tar 0.4.44 -> 0.4.46, both within the existing Cargo.toml bounds. They sit
under tauri-plugin-updater, which downloads and unpacks application updates, so
all six of their advisories were reachable in the shipped binary.

The remaining three can neither be fixed nor reached. quick-xml (2x 7.5 high)
is pulled by plist, which tauri only needs for Apple bundling: its per-target
trees are empty for both shipped targets and it appears solely under
x86_64-apple-darwin. Its fix is >= 0.41.0 while plist requires ^0.38, a
semver-incompatible boundary [patch.crates-io] cannot cross. rsa has no
published fix at all and is never compiled — its only parent is sqlx-mysql, an
artifact of sqlx's multi-backend graph on a SQLite project.

Leaving those three to red the daily gate forever would reproduce the signal
loss that #232 removed the `|| true` to fix, so they move into a versioned
.cargo/audit.toml. Entries are keyed by advisory ID, never by crate, so a new
advisory against the same crate still reds the gate; each carries its
reachability proof and its removal condition.

A blocking step in check-rust.yml re-proves that justification on every PR
touching src-tauri/ or .cargo/, and fails if a suppressed crate enters a
shipped target's graph — the scenario that would rot the list is itself a
src-tauri change. It separates cargo tree's exit status from its output (an
absent crate and a failed invocation both print nothing) and asserts a canary
crate is still found, so its silence proves something.

cargo audit: 9 vulnerabilities -> 0, warnings unchanged at 23
(cargo-audit 0.22.2, advisory-db 0bfde9d6 of 2026-07-27).
cargo check + cargo test green (106 tests); npm build + 871 vitest green.

Resolves #310

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 19:45:15 -04:00
le king fu
01da65c215 docs(gating): ADR 0017 + architecture + user guide + CHANGELOG
Document the edition-gating work (#297-#301):

- ADR 0017 (accepted): tier->features matrix, signed features[] override
  fail-closed in Free (CWE-863), UI-only enforcement as an assumed GPL
  soft-paywall (server-enforced price fetching stays the only hard gate),
  non-destructive downgrade, dev-override behind an explicit Cargo
  feature (CWE-489), rejected alternatives.
- architecture.md: new 'Gating par edition' section (entitlements matrix,
  LicenseContext, useEntitlement, RequireFeature/UpsellGate, NavLock,
  profileGate, Rust side), rewritten entitlements.rs section (auto-update
  now Base+, stale 'open to free' note removed), gated routes listed in
  the routing section, hooks table updated (useLicense removed in #297 ->
  useEntitlement/useIsPremium), ADR index + header refreshed.
- guide-utilisateur.md + docs.editions.* i18n keys (FR/EN) wired into
  DocsContent: new 'Editions' section with the Free/Base/Premium table,
  unlock flow and non-destructive locking tips.
- CHANGELOG.md + CHANGELOG.fr.md: one global [Unreleased] entry listing
  the modules now gated Base (Budget, Adjustments, advanced reports,
  multi-profile, auto-update) and Premium (Balance), the visible-but-
  locked upsell with disabled 'coming soon' purchase CTA, and the
  data-preserving behaviour.

Resolves #302

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 22:48:55 -04:00
le king fu
5a3d87b31f docs(collapse): ADR 0016 per-profile UI state + guide, architecture, i18n
Document the final multi-level category collapse behavior (shipped in
#288/#289/#290) and the structural decision to persist per-profile UI
state in user_preferences rather than localStorage.

- ADR 0016 (accepted): profile-specific UI state (category collapse) lives
  in the profile's own SQLite user_preferences table, not localStorage.
  deleteProfile drops the .db but purges no localStorage, so a per-profile
  localStorage key would be a residue surviving profile deletion, leaking
  which categories a (possibly PIN-protected) profile explored. States the
  boundary: profile-specific -> user_preferences; machine-global (theme,
  subtotals position, Cartes period mode) -> localStorage.
- guide-utilisateur.md sections 8 (Budget) + 9 (Reports): multi-level
  collapse, collapsed-by-default, "Expand all / Collapse all" button,
  memory per profile.
- docs.* i18n keys (fr + en): mirror the guide additions in the in-app help
  page (docs.budget + docs.reports features/tips).
- architecture.md: user_preferences line now names the 4 collapse keys,
  useCollapsibleGroups cross-cutting hook note, ADR index row.

No DB migration, no behavior change (docs only). Build clean, 828 vitest.

Resolves #291

Generated autonomously by /autopilot run of 2026-07-15
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-18 14:43:24 -04:00
le king fu
d41ccbd618 docs(balance): ADR 0015 + guide + architecture + CHANGELOG for per-security detail (#218)
Final docs link of the Étape 2 stack (#210-#217).

- ADR 0015 (Accepted): holdings-per-snapshot model; aggregated-line-is-source-of-truth invariant (why non-breaking, cites ADR 0008 Modified Dietz per account); transaction-based alternative rejected (PP PR #779); latent gain vs per-security Modified Dietz (out of scope); detailed_since authoritative pivot; security-immortal-once-referenced (ON DELETE RESTRICT). Mirrors ADR 0014 structure.
- Guide: new 'Détail par titre' section in docs/guide-utilisateur.md (per-security entry, detail-account wizard, latent gain) + matching docs.balance.* i18n keys (FR + EN, in-app guide surface).
- architecture.md + CLAUDE.md: reconciled stale DB counters to real values — 20 tables / 24 indexes / 16 migrations (were 13/15/7 and 18/16/v9). Étape 2 delta: +2 tables (balance_securities, balance_snapshot_holdings) + 2 indexes + migrations v14/v15/v16. Backfilled v10-v16 in the migrations table, ADR table (0012 Rejected, +0013/0014/0015), new securities/detailed-save/latent-gain service surface.
- CHANGELOG.md + CHANGELOG.fr.md [Unreleased]: extended with #215 (wizard), #216 (drill-down + latent gain), #211 (auto-conversion note); did not duplicate #214's per-security entry. Bilingual parity.

Docs-only: no production TS/Rust logic touched. Gate green: build (tsc+vite) + 627 tests pass.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 14:17:03 -04:00
le king fu
ebc709a277 docs(balance): ADR 0014 + reject 0012 + guide + changelog (#205)
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Document Étape 1 of the balance audit (vehicle_type axis), already shipped
in #202/#203/#204:
- ADR 0014 (Accepted): fiscal envelope is an account attribute, the category
  is a pure asset class; Étape 2 (per-security detail) explicitly out of scope.
- ADR 0012 marked Rejected (never accepted, not Superseded) + pointer to 0014.
- User guide (markdown + in-app docs.balance i18n FR/EN): optional fiscal
  envelope, the two chart axes, type renaming, and the historical-reclass note.
- CHANGELOG.md + CHANGELOG.fr.md [Unreleased]: Added (envelope field, envelope
  axis, collapsible returns) + Changed (asset-class category, CELI/REER reclass,
  rename no longer alters translation, historical-reclass note).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-01 21:15:06 -04:00
bc7a0e0231 docs(adr): 0013 — stocks provider evaluation, AV retained as bascule target (#196) 2026-05-09 12:40:08 +00:00
le king fu
cd0a2b826f feat(balance): starter accounts + opt-in modal + ADR 0012
Part 1 — New profiles: seed 4 starter accounts in
consolidated_schema.sql (Compte chèque/CELI/REER/Compte
non-enregistré, currency CAD, is_active=1) right after the
balance_categories seeds. Categories resolved via SELECT subquery
on the seeded `key` values for robustness.

Part 2 — Existing profiles: StarterAccountsModal proposes the same
4 starters at first /balance visit. Default-checked checkboxes,
collision rule (case-insensitive trim name + matching category)
disables matches with a "Déjà présent" tooltip. The atomic helper
`proposeStarterAccounts` wraps the inserts in BEGIN/COMMIT (rolls
back on error). user_preferences.balance_starter_proposed records
{shown_at, accepted} so the modal never reappears, dismissed or
confirmed.

Part 3 — docs/adr/0012-balance-two-level-model.md (Proposed):
captures the future vehicles × compositions model for reflection,
no code change. Numbered 0012 because 0011 was already taken by
the providers-best-effort-yahoo ADR. Linked from architecture.md
ADR table and Bilan section.

Tests: StarterAccountsModal.test.tsx covers STARTER_ACCOUNTS shape,
getStarterCollisions (case-insensitive trim, category-scoped) and
proposeStarterAccounts (insert order, COMMIT, ROLLBACK on failure).
No render tests — mirrors the BalanceOnboardingCard pattern (no
jsdom configured).

Resolves #179
2026-05-02 11:59:45 -04:00
le king fu
ddb0cb257b docs(prices): commit /v1/prices contract + ADR 0011
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- Add frozen v2 /v1/prices API contract (docs/api-contract-prices.md)
- Add ADR 0011: providers best-effort Yahoo (docs/adr/0011-providers-best-effort-yahoo.md)
- Add dedicated ADR table section to docs/architecture.md (rows 0001-0011)

Closes #154
2026-04-27 08:06:03 -04:00
le king fu
098e15bb5c docs(adr): add ADRs 0008-0010 (Modified Dietz, proxy price-fetching, FK RESTRICT)
- 0008 — Modified Dietz: justifies the choice over ROI / TWR / IRR;
  references commands/return_calculator.rs and the 7 TDD cases.
- 0009 — Proxy price-fetching via maximus-api: documents the privacy
  proxy architecture (header stripping, no log correlation, fixed
  simpl-resultat UA), the Yahoo + CoinGecko adapter abstraction, the
  Bearer activation_token auth strategy, the rate limiting (client
  + server), and the dual-side premium gating. Implementation stays
  BLOCKED in #143; this ADR documents the agreed-upon design.
- 0010 — FK ON DELETE RESTRICT on balance_account_transfers
  .transaction_id: justifies the integrity-over-friction trade-off
  for Modified Dietz reproducibility.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 17:06:40 -04:00
le king fu
8d5fab966a docs: polish + changelog + ADR + legacy cleanup for reports refactor (#76)
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- Delete legacy src/hooks/useReports.ts (the monolithic hook is now fully
  replaced by the per-domain hooks from #70)
- Delete src/components/reports/ReportFilterPanel.tsx (last caller was the
  pre-refactor ReportsPage; no longer referenced anywhere)
- Update docs/architecture.md: reports hook list now lists the 5 per-domain
  hooks, reports service entry lists every new endpoint, routing section
  lists the 4 sub-routes, categorizationService entry mentions the new
  keyword-editing helpers, components folder count + page count updated
- Update docs/guide-utilisateur.md section 9: rewrite around hub + 4
  sub-reports, explain bookmarkable period via query string, walk through
  the right-click keyword editing flow, remove stale pivot section
- Rewrite in-app docs.reports.* i18n in both FR and EN to match the new
  UX (hub, sub-reports, contextual keywords)
- New ADR docs/adr/0007-reports-hub-refactor.md: context, decision (hub +
  four routes, per-domain hooks, URL period, security guarantees on the
  keyword dialog, bounded recursive CTE for category zoom), consequences,
  alternatives considered
- CHANGELOG.md + CHANGELOG.fr.md: Unreleased entries describing the hub,
  each sub-report, contextual keyword editing, bookmarkable period, view
  mode persistence, useReports split, pivot removal, and the security
  posture of AddKeywordDialog / getCategoryZoom

Fixes #76

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 15:29:49 -04:00
le king fu
65bc7f5130 docs: ADR 0006 + changelog + architecture for OAuth keychain (#82)
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- New ADR-0006 documenting the OS keychain migration: context,
  options considered (keyring vs stronghold vs AES-from-PIN), the
  backend choice rationale (sync-secret-service vs async-secret-
  service), anti-downgrade design, migration semantics, and the
  subscription-tampering fix via account_cache.
- architecture.md updated: new token_store / account_cache module
  entries, auth_commands descriptions now point at the keychain-
  backed API, OAuth2 + deep-link flow diagram mentions the HMAC
  step, command count bumped to 35.
- CHANGELOG.md + CHANGELOG.fr.md under Unreleased:
  - Changed: tokens moved to keychain with transparent migration
    and Settings banner on fallback.
  - Changed: account cache is now HMAC-signed.
  - Security: CWE-312 and CWE-345 explicitly closed.

Manual test matrix (pop-os + Windows) is tracked in issue #82 and
will be run by the release gatekeeper before the next tag.

Refs #66, #78, #79, #80, #81

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 08:26:21 -04:00
le king fu
942cbb0624 docs: organize technical documentation into docs/ folder
Move specs and masterplan to docs/archive/, add architecture.md with
full technical overview, create 5 ADRs (Tauri v2, useReducer, sqlx
migrations, AES-256-GCM encryption, multi-profile DB), and move
guide-utilisateur.md into docs/.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 07:34:01 -05:00