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146 commits

Author SHA1 Message Date
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
0b94ccf006 test(license): poll the one-check-at-a-time tests in a fixed order
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The three tests of #373 run two branches with tokio::join! and rely on
the first branch being polled first: the check that starts first, or the
check that waits for a held turn before the time moves. tokio's join!
already starts with the first branch on its first poll, but rotates on
the next ones; `biased;` keeps the declared order on every poll and says
so in the code. The three mutations (no turn, time read before the turn,
guard dropped at once) were run again: same red tests.

Resolves #373

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 16:33:02 -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
e4a0f1042e feat(onboarding): create_sample_import_folders command, sample CSV templates and detection test (#354)
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Add a Tauri command that writes two synthetic bank statements (Desjardins
chequing account, Tangerine credit card) into the import folder, one
sub-folder each, so a new user has sources to import on the first run.

The command takes the import folder and the webview's local date only
(chrono is compiled without `clock`), renders the `{{M1}}` / `{{M2}}`
tokens as the two complete months before that date, names each file
`releve-YYYY-MM.csv` after the most recent one, and refuses to run when
the folder is missing or when either sample folder already exists -
checked before anything is written. It returns the two folder names.

The templates live under `src/__fixtures__/samples/` so the Rust command
(`include_str!`) and vitest read the same bytes. The integration test
proves detection recognises each file as its bank with a signed single
amount and reads 40/40 rows, that the production `mapRow` parses every
row and sums to +740.00 / -368.46, and that the 180 seed keywords
categorise exactly 33 / 36 lines while leaving the hand-classified ones
untouched. The frozen detection corpus (`src/__fixtures__/csv`) is not
modified.

Five Rust tests cover the missing folder, the existing folder, the
success path, an unparseable date and the year boundary, each in its own
sandbox so they run in parallel.

CHANGELOG and architecture docs are centralised in #357.

Resolves #354

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-03 19:50:41 -04:00
le king fu
56fc612598 chore: release v0.16.0
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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-03 09:58:06 -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
4225dadebe test(license): guard what the first mutation pass left green (#365)
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Five mutations survived the first pass, for four gaps:
- the revoked flag exposed by the provider: the value is now derived by
  licenseContextValue, a plain function, and tested;
- the price message for a revoked license missing from either locale;
- the attempt written after the request instead of before: a test now reads
  the state file from the server's side, while the request is in flight;
- the 24 h interval, which the boundary rows followed because they were
  built from the constant: both sides of the boundary are written out.

Refs #365

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-02 15:10:24 -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
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
0c9b8f8f1a fix(license): apply the third review of #359
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- The Activate button also stays disabled while a deactivation runs
  (selectCanActivate): an activation racing the deactivation after a
  409 could reach the server first, clear the machine-limit message and
  leave the next click to a 429.
- activate_body builds the activation request and omits machine_name
  when the host name is unreadable; the server answers 400 invalid_input
  to a null. A pure test pins it.
- A deactivation whose 2xx body cannot be read stays an invalid_response.
  Counting it as a success would make the command delete this machine's
  local token for nothing. A mock-server test pins it.

Proven red on the fixed tree: Activate live during a deactivation 1,
machine_name sent as null 1, unreadable 2xx body read as empty 1.

The same review found that maximus-api answers 500 to the reactivation
of a machine deactivated before (unique constraint without is_active):
tracked in maximus/maximus-api#70, outside this PR.

Refs #270

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-27 09:02:08 -04:00
le king fu
b8e67c3d4f fix(license): apply the second review of #359
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- The idempotent-deactivation test now pins the route's other 404:
  license_not_found stays an error. The previous negative case was a
  403 that the deactivate route never returns, so swallowing
  license_not_found (an unknown key shown as deactivated, the local
  token deleted) went unnoticed.
- A test deactivates this machine and checks that the re-read activation
  status brings the Activate button back. Removing that re-read used to
  leave the suite green.
- The Activate button stays disabled while the list loads
  (selectCanActivate), the counterpart of selectCanDeactivate: a verify
  answer landing after a successful activation can no longer mark as
  fresh a list that misses this machine.
- CHANGELOG: the old /simpl-resultat address is redirected by the site
  since la-compagnie-maximus#153, so the "Buy" bullet now says the
  button opens the product page directly, in the app's language. The
  test comment is moved to the past tense.

Proven red on the fixed tree: idempotence swallowing license_not_found
1, no status re-read after deactivation 1, Activate live during a list
load 1.

Refs #270

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-27 08:09:01 -04:00
le king fu
a051b96c87 fix(license): apply the review of #359
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- A 404 without a known code (missing route, proxy error page) is now
  pinned as a server error by two table rows, so "key not found" can
  never be shown for it.
- The message-key test spells out the expected key of every code
  instead of comparing the map with itself, and checks the keys are
  distinct: swapping two entries now fails.
- Idempotent deactivation moves into deactivate_idempotent, without
  AppHandle, tested against a mock server (404 no_active_activation ->
  done, 403 revoked -> error).
- Deactivate buttons stay disabled while the list reloads
  (selectCanDeactivate), so a machine deactivated during a reload
  cannot reappear.
- The rate-limit message uses i18next plural forms (rateLimit_one /
  rateLimit_other with count): no more "1 seconds".
- CHANGELOG: drop the bullet about the edition updating after an
  activation. The edition does not change with or without an
  activation token, so nothing is observable; refresh() stays.

Proven red on the fixed tree: 404 without a known code read as
LicenseNotFound 1, license_expired mapped to the revoked key 2,
idempotence removed 1, buttons live during a reload 1, {seconds}
instead of {count} 2.

Refs #270

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-26 20:27:43 -04:00
le king fu
7d667f7ca3 fix(license): call /v1 routes with product, name server refusals, localize purchase URL
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- Activation, deactivation and verify POST to /v1/licenses/* with
  "product":"simpl-resultat" instead of the legacy /licenses/* paths,
  which cost a 308 on every call.
- New LicenseError enum, serialized as {code} like FetchPriceError and
  read from error.code of the /v1 envelope. A 200 {valid:false} from
  verify is now a coded refusal instead of an empty machine list, and an
  HTML error page on a non-2xx maps to server instead of
  invalid_response. Deactivation is idempotent: no_active_activation
  counts as done.
- The three calls live in *_inner functions without AppHandle, tested
  against a mockito server that only declares the /v1 routes.
- useLicenseMachines hook with an exported reducer. The activation error
  survives the list load it triggers (machine_limit_reached opens the
  list), a deactivation removes the machine locally without re-running
  verify (4 requests on the machine-limit path, under the server's
  5/min/IP limit), and refresh() follows every successful activation or
  deactivation.
- license.errors.* in FR and EN; purchaseUrl() opens
  /{fr|en}/produits/simpl-resultat.

test: reproduces #270. Each original defect, reintroduced on the final
tree, turns tests red: legacy activate path 5, missing product 2,
envelope read as a string 3, verify valid:false as an empty list 2,
strict body parse on a non-2xx 2, untrimmed key 1, list load clearing
the activation error 4, verify re-run after deactivation 2, empty state
despite a list error 1, no refresh after activation 3, old purchase
URL 4.

Fixes #270

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-26 09:15:52 -04:00
le king fu
8ea3410c82 fix(deps): update rustls to 0.23.45 to clear RUSTSEC-2026-0285
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The daily audit has failed every morning since 2026-09-15 (runs 405 to
411, 7 consecutive reds). Nothing was pushed to main in that window —
the last commit is 97ee3c3 from 09-13. RUSTSEC-2026-0285 was published
on 09-14, after that morning's run, and the first red is the next day's.
Rustls accepted TLS 1.3 handshake messages sent at the wrong encryption
level when they followed a key-changing message inside the same record,
where RFC 8446 section 5.1 requires closing the connection instead.
Medium severity, confidentiality only: the handshake transcript stays
authenticated, so this cannot be used to alter or complete a handshake
from a network position. Patched in 0.23.45.

rustls is reachable on both shipped targets, checked per triple rather
than with --target all, by a single path: tauri-plugin-updater ->
reqwest 0.13.2, the automatic update check and download. That is
narrower than h2 in #343 — the app's own reqwest 0.12.28 goes through
hyper-tls and native-tls, so the licence, auth, price and feedback calls
were never on this path. A published fix plus a reachable crate is rule
1 of .cargo/audit.toml, so this gets fixed rather than suppressed; the
suppression list and the check-rust guard are both untouched.

rustls-webpki moves with it, 0.103.13 to 0.103.15, because 0.23.45
tightens its bound from ^0.103.5 to ^0.103.14. That is required rather
than collateral, and it keeps the four advisories #310 cleared by
pinning 0.103.13.

Unlike #344, no stanza was hand-written: `cargo update -p rustls
--precise 0.23.45` left the seven windows-sys pointers on 0.61.2
untouched, so cargo's own output was kept. That also narrows the premise
of #345 — the drift is triggered by hyper and what it pulls, not by the
TLS subtree at large, since rustls sits squarely in it and moved
nothing. 666 packages before and after, Cargo.toml untouched, and
`cargo metadata --locked` accepts the result without rewriting it.

Verified: cargo check --locked and cargo test --locked green (111
passed), cargo-audit 0.22.2 exits 0 with 12 allowed warnings, and the
same binary still exits 1 on the previous lockfile — so the green is a
real change of state, not a differently configured tool. Both checksums
match the sha256 of the downloaded .crate archives, and compiling rustls
0.23.45 and rustls-webpki 0.103.15 proves those archives were the ones
actually used.

Resolves #348

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-21 20:09:39 -04:00
le king fu
920dedde10 chore: release v0.15.0
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Bump 0.14.0 -> 0.15.0 in the five manifests, open the 0.15.0 section in
both changelogs (17 entries: edition-based feature gating, the CSV import
rework with migration v17, three dependency advisory batches), and fix the
stale "Version actuelle" line in CLAUDE.md (was 0.6.3).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_013CNa9VVF5C3y47MX1SSJ1S
2026-09-12 14:33:37 -04:00
le king fu
5154c5276b fix(deps): update h2 to 0.4.19 to clear RUSTSEC-2026-0258
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The daily audit has failed every morning since 2026-08-19 (runs 375 to
391, 17 consecutive reds). Nothing was pushed to main in that window:
RUSTSEC-2026-0258 was published on 08-17 and reached the advisory-db two
days later. Empty HTTP/2 DATA frames are queued without limit, so an
undrained stream grows memory without bound and can overflow into a
panic. Low severity, denial of service, patched in 0.4.16.

h2 is reachable on both shipped targets, checked per triple rather than
with --target all: through tauri-plugin-updater -> reqwest 0.13.2 for
the automatic updater, and through the app's own reqwest 0.12.28 for the
licence, auth, price and feedback calls. A published fix plus a
reachable crate is rule 1 of .cargo/audit.toml, so this gets fixed
rather than suppressed; the suppression list and the check-rust guard
are both untouched.

Only the h2 stanza moves. Running `cargo update -p h2` also re-resolves
seven windows-sys pointers from 0.61.2 down to 0.48/0.52/0.59, which is
what #321 deliberately reverted three weeks ago after proving 0.61.2 is
the state of the v0.14.0 tag and therefore the only windows-sys
configuration that has actually compiled under Windows. Letting the
re-resolution stand would regress that decision silently, so the bump is
applied to the lockfile as a two-line change instead. `cargo metadata
--locked` accepts the result without rewriting it.

Verified: cargo check and cargo test --all-targets green (111 passed),
cargo-audit 0.22.2 exits 0 with the same 22 allowed warnings as before,
and the same binary still exits 1 on the previous lockfile — so the
green is a real change of state, not a differently configured tool.

Resolves #343

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RhPofpLQTZUbkVYR3i2e2D
2026-09-04 15:44:29 -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
bd1085c148 schema: add migration v17 carrying the full import format on import_sources
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`import_sources` carried only the mechanical CSV settings. The two fields that
decide how an amount is READ -- `amount_mode` and `sign_convention` -- lived
only on `import_config_templates`. That asymmetry is the root bug of this
chantier: restoring a saved source re-inferred the mode from the mapping and
hardcoded `signConvention: "negative_expense"` (useImportWizard.ts:321-323), so
a source configured with positive expenses silently flipped back on its second
import. After v17 both tables carry the same eight format fields.

v17 is strictly additive -- v1 to v16 are untouched, and the diff is pure
insertion. The four columns are defaulted or nullable so the ALTERs are safe on
a populated database:

- amount_mode / sign_convention carry a CHECK, same pattern as v15 on
  balance_accounts.kind. amount_mode admits 'absolute_indicator' from the start
  so the third amount mode ships without another migration, while the database
  still refuses a corrupted value today.
- header_signature stores the normalized header labels seen at the last
  successful import, for drift detection.
- template_id is a provenance tag only, never re-read as format: the eight
  source columns are authoritative, so editing a template changes no linked
  source. ON DELETE SET NULL keeps the source and its format when a template
  goes.

The backfill reproduces exactly the rule the wizard applied on the fly, so no
source changes behaviour on migration. It tests `column_mapping LIKE
'%debitAmount%'` rather than json_extract, so the migration depends on no JSON1
extension in the bundled SQLite. sign_convention is deliberately not
backfilled: its DEFAULT restores precisely the value the code hardcoded, the
only past convention that can be inferred.

The four columns are mirrored into consolidated_schema.sql. They are inert
there on the production path -- that script runs after every migration and only
uses CREATE TABLE IF NOT EXISTS, so new profiles receive them from v17 -- but
it stays the tested reference definition, and a parity test now compares it
against the v1->v17 chain column by column, DEFAULT by DEFAULT, CHECK by CHECK
and FK by FK. Both halves of that test were mutation-checked to confirm they
fail on drift.

5 new tests (111 Rust total): v17 on a populated v16 database with a child row,
the backfill against 5 mapping shapes, the CHECKs, the provenance-tag
semantics, and the consolidated parity.

Resolves #323
2026-08-13 12:56:28 -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
17833cf942 feat(gating): auto-update Base+, features[] override fail-closed, dev-override (Rust)
Re-gate auto-update to Base+Premium now that paid activation works
end-to-end (absorbs #271), and align the Rust entitlement layer with the
TS matrix shipped in #297:

- FEATURE_TIERS: auto-update -> [base, premium]; the 'temporarily open'
  carve-out and its test are gone (free_allows_auto_update_temporarily
  -> free_denied_auto_update). Dead rows web-sync, cloud-backup and
  advanced-reports are purged (no call-site anywhere; advanced-reports
  -> Premium contradicted the TS reports-advanced -> Base+ matrix).
  Only auto-update remains on the Rust side.
- features[] override, fail-closed in Free (CWE-863): new
  current_entitlements() resolves the edition AND the signed features[]
  through the same machine-binding path — every downgrade path returns
  ('free', []) so a copied license.key can never keep its signed
  features. check_entitlement combines them via the new pure
  is_entitled(): is_feature_allowed(feature, edition) ||
  features.contains(feature), with a defense-in-depth free short-circuit
  mirroring the TS isEntitled. current_edition() now delegates to
  current_entitlements() — single resolution path, no drift possible.
- dev-override: new Cargo feature (off by default, never in a release
  feature set — CWE-489: debug_assertions could be flipped on a custom
  release build and become a Premium backdoor). Only when compiled in,
  SR_DEV_EDITION forces the edition (free|base|premium) to test tiers
  locally. A feature-off test proves the env var has zero effect in
  normal builds; feature-on companions (env access serialized by a
  mutex) cover cargo test --features dev-override.

No Tauri command signature changes: check_entitlement keeps its
(feature: String) -> Result<bool, String> contract for useUpdater.ts
and ErrorPage.tsx.

Validation: cargo check + cargo test (106 passed, feature off) +
cargo test --features dev-override + npm test (871) + npm run build.

Resolves #301

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 22:35:16 -04:00
le king fu
9c18e10281 chore: release v0.14.0
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Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-18 14:56:17 -04:00
le king fu
9a88e32a06 chore: release v0.13.0
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Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-12 20:12:10 -04:00
le king fu
f3ccb115ae chore: release v0.12.0
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2026-07-05 20:59:03 -04:00
le king fu
206f89e1b1 chore: release v0.11.0
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2026-07-05 17:10:00 -04:00
le king fu
0eb7a3887d chore: release v0.10.1
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Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 17:22:13 -04:00
le king fu
36291585b2 chore: release v0.10.0
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Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-29 17:13:10 -04:00
le king fu
cf3e06c910 fix(balance): scope v16 abort guard to convertible accounts (#228)
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The v16 belt-and-suspenders abort guard keyed on `a.symbol IS NOT NULL`
instead of convertibility. A simple-category account carrying a residual
symbol (left by a priced→simple recategorization; AccountForm renders the
symbol field unconditionally) has quantity-NULL lines by construction;
they satisfied the over-broad predicate, so the guard inserted 0, the
CHECK(ok = 1) failed, and the whole v16 migration aborted — the app no
longer started for that profile.

JOIN balance_categories and require `c.asset_type IS NOT NULL` in the guard
subquery, in all three copies (Migration v16, V16_SQL mirror, and the
V16_CORRUPT injected-failure test, kept statement-equivalent). Add a
regression test seeding a simple account with a residual symbol plus a
quantity-NULL line: v16 now applies without abort and leaves the account
intact (not converted, no security/holding, qty/value preserved).

Modifying v16 in place is safe: it has never shipped in a tagged release
(v0.9.1 stopped at v13; v14-v16 are unreleased), so no persisted profile
carries its checksum yet.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 21:31:34 -04:00
le king fu
6c82501d6d test(balance): integration + regression coverage for per-security detail (#217)
Cross-cutting Étape 2 coverage proving the per-security detail feature does not
regress aggregations, returns, date-move, or deletion.

Rust (lib.rs, +3 real-SQLite tests):
- regression_detailed_account_totals_equal_simple_account_totals: a detailed
  account whose holdings sum to V yields byte-identical date/category/vehicle
  SUM() totals to a simple account worth V (frozen golden numbers 1300/300/...).
  Proven where SUM() GROUP BY actually runs, unlike the TS mock harness.
- migration_v14_to_v16_on_populated_db_preserves_integrity_and_totals: realistic
  multi-type DB (simple + convertible priced w/ 2-snapshot history + non-
  convertible priced) — totals byte-identical before/after v16, values
  preserved, qty/price NULLed only on converted lines, one shared security,
  non-convertible line fully intact.
- regression_snapshot_delete_cascades_to_holdings: two-hop CASCADE
  (snapshot -> line -> holdings); security survives (RESTRICT).

TS (balance-flow.test.ts, +6 integration tests):
- detailed snapshot save end-to-end (aggregated line + securities + holdings in
  one BEGIN/COMMIT); aggregated line value = rounded-cent SUM(holdings).
- rollback on injected holding INSERT failure (no partial line/holdings).
- snapshot date-move with a detailed account: line + holdings move together;
  collision rolls both back (#200).
- golden-value invariant: detailed line stores the same value a simple account
  would, feeding getSnapshotTotalsByDate identically.
- deleteSnapshot emits exactly one parent DELETE (FK cascades the rest).

No production code changed — pure test PR. Builds on the v16 tests (#211) and
the detailed-save/securities unit tests (#212) without duplicating them.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 14:03:58 -04:00
le king fu
90c115e0c0 feat(balance): convert existing priced accounts to detailed (migration v16) (#211)
v16 is a purely additive, guarded, atomic data migration (Bilan détail par
titre, Étape 2). It converts each existing single-security priced account into
a detailed account holding exactly one position, with zero data loss.

  1. Mints one shared balance_securities row per priced account symbol
     (normalized UPPER(TRIM), deduped via ON CONFLICT(symbol) DO NOTHING on the
     COLLATE NOCASE UNIQUE), ONLY for accounts whose category carries a real
     asset_type — balance_securities.asset_type is NOT NULL, and a priced
     account whose category has asset_type IS NULL has no valid routing.
  2. Mirrors each existing priced line into one holding (qty/unit_price/value/
     price_source/price_fetched_at copied; book_cost stays NULL — no
     retroactive acquisition cost). UNIQUE(line, security) + ON CONFLICT DO
     NOTHING makes a re-run a strict no-op.
  3. Collapses the now-redundant per-line qty/unit_price to NULL ONLY where a
     holding now exists (the security fix — a line that got no holding, i.e.
     priced-without-asset_type, is never NULLed, so no silent data loss).
     NULLing both columns together preserves the lines' (both NULL | both NOT
     NULL) CHECK.

A trailing TEMP-table CHECK(ok = 1) asserts the invariant 'qty NULLed ⇒ has a
holding' and ABORTS on breach, rolling back the whole v16 transaction (sqlx
wraps each migration in a transaction). Priced accounts without asset_type or
without a symbol are left fully intact.

Integration tests (in-memory SQLite, apply v10→v16 via execute_batch, mirroring
the #210 migration-test style): convertible account gains a security + holding
with values/history preserved and its line qty NULLed; non-convertible priced
account untouched (qty intact, no holding); re-run idempotent; injected-failure
mid-v16 aborts on the guard and a transaction rollback restores the pre-v16
state (zero securities/holdings, quantity intact).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 13:00:57 -04:00
le king fu
a1c3dafcd0 feat(balance): schema & migrations v14/v15 + types (securities, holdings, account.kind) (#210)
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Foundations for 'détail par titre' (Étape 2), purely additive — v1-v13 are
untouched and their checksums stay intact.

v14 (balance_holdings_schema.sql, applied verbatim via BALANCE_HOLDINGS_SCHEMA):
- balance_securities: instrument catalogue, symbol normalized + COLLATE NOCASE
  UNIQUE (no case-dupes), asset_type CHECK ('stock','crypto'), currency CAD.
- balance_snapshot_holdings: per-security breakdown of a snapshot line, FK to
  balance_snapshot_lines (CASCADE) + balance_securities (RESTRICT), value
  denormalized, UNIQUE(snapshot_line_id, security_id) + 2 indexes.

v15 (inline): balance_accounts gains kind ('simple'|'detailed', NOT NULL
DEFAULT 'simple', CHECK) + detailed_since DATE; backfills kind='detailed' on
accounts under a priced category. Two single-column ADDs (SQLite), idempotent.

consolidated_schema.sql brought to parity: 2 tables + 2 indexes + kind/
detailed_since columns + the v15 backfill (no-op for the 4 simple starters,
reproduced for future priced starters).

TS types: BalanceAccountKind, BalanceSecurity, BalanceSnapshotHolding (+
WithSecurity join variant); BalanceAccount gains kind + detailed_since;
BalanceAccountWithCategory exposes both kind and category_kind.

Tests: +9 (v14/v15 via V14_SQL/V15_SQL consts + db_through_v13 helper, plus a
consolidated parity test). cargo test 89 passed, npm build + 552 vitest green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 12:52:55 -04:00
le king fu
5861346eb3 feat(balance): data layer — vehicle_type + custom_label migrations, starters, service (#202)
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Bilan axe véhicule (Étape 1) data foundation: separate the fiscal envelope
(now balance_accounts.vehicle_type) from the asset class (the category).

- Migration v12 (additive): add vehicle_type (fiscal enum, nullable) to
  balance_accounts + custom_label to balance_categories; backfill the envelope
  onto ex-tfsa/rrsp accounts (cash stays NULL); defensive recovery of any seed
  i18n_key overwritten by free text (bug I).
- Migration v13 (reclass, conditional/idempotent): re-link ex-tfsa/rrsp accounts
  to the `other` asset class and deactivate the two envelope seeds.
- consolidated_schema.sql: 2 new columns, 5 asset-class seeds (no tfsa/rrsp),
  CELI/REER starters re-pointed to `other` + vehicle_type (avoids NULL FK).
- Types: BalanceVehicleType, custom_label / vehicle_type / category_custom_label.
- Service: normalizeVehicleType + vehicle_type_invalid; CRUD writes the new
  columns; SELECT/JOINs read them back; STARTER_ACCOUNTS + proposeStarterAccounts
  (is_active=1 + vehicle_type) + getStarterCollisions adjusted.
- Tests: Rust chain v9→v13 (snapshot_lines identical, transfers intact, archived
  ex-tfsa covered, seeds deactivated, v13 EXISTS guard, idempotence, CHECK reject)
  + consolidated complete (5 categories, 4 starters, 0 NULL FK); TS service +
  StarterAccountsModal specs. No diff to migrations <= v11.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-01 20:37:56 -04:00
le king fu
75ea48d96a chore: release v0.9.1
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2026-05-10 20:36:51 -04:00
le king fu
9dd78b77f2 fix(rust): wrap Modified Dietz formula doc block in text fence (S7)
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Before this commit, `cargo test --doc --manifest-path src-tauri/Cargo.toml`
failed: the indented formula at return_calculator.rs:12-13 was parsed by
rustdoc as a Rust code block and the pseudo-math (`R = ... sum(CF_i)`)
did not compile. Pre-existing since commit 531624b.

Wrapping the formula in an explicit `\`\`\`text` fence tells rustdoc to
render but not compile-test the block. `cargo test --doc` now passes
(0 doctests, no failures).

Also adds the consolidated #187 entry to CHANGELOG.md and CHANGELOG.fr.md
under Fixed/Corrigé summarizing all six fixes (S1, S2, S3, S4, S5, S7) —
S6 already factorized, S8 deferred to backlog, S9 obsolete.

Suggestion S7 from worker note on #176 (#187).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 16:31:29 -04:00
le king fu
445822b792 fix(balance): pre-seed balance_starter_proposed pref for new profiles (S1)
Before this commit, a brand-new profile briefly showed the
StarterAccountsModal even though the 4 starter accounts were already
seeded — the modal rendered 4 collision rows with no actionable choice
before being dismissed. Pre-seeding the pref in consolidated_schema.sql
suppresses the modal on first /balance visit for new profiles entirely.

Existing profiles already running the app are unaffected: they handle
the modal once on their first /balance visit (the pref-write happens on
dismiss). No migration is needed for them.

Suggestion S1 from PR #185 review (#187).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 16:28:04 -04:00
le king fu
4cd0ac9a13 Merge PR #186: feat(branding) replace default Tauri icon + bundle 64x64
# Conflicts:
#	CHANGELOG.fr.md
#	CHANGELOG.md
2026-05-02 15:46:03 -04:00
le king fu
8030a4a1c4 feat(branding): bundle 64x64 icon in tauri.conf
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Follow-up to PR #186 review: tauri icon CLI generates 64x64.png
but it was not declared in bundle.icon, so packagers (deb/rpm)
weren't picking it up. Add it alongside the other Linux sizes.
2026-05-02 15:01:35 -04:00
le king fu
d147520d6b feat(branding): replace default Tauri icon with custom design
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Robot-faced calculator with a privacy lock on the Enter / `=` key.
Conveys the four product values: robot (assistant), simplicity
(geometric shapes), accounting (calculator), privacy (lock).

- New source SVG at src-tauri/icons/icon.svg (kept in repo for future
  iterations) and public/icon.svg (web favicon)
- Regenerated 16 platform-specific raster icons via `tauri icon`
- Removed unused default Vite/Tauri SVG assets from public/
- Fixed window <title> ("Tauri + React + Typescript" → "Simpl'Résultat")
- gitignore ios/ and android/ subdirs (out-of-scope, desktop-only targets)
2026-05-02 14:51:55 -04:00
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
50b119121f fix(balance): atomic snapshot save with BEGIN/COMMIT + cleanup migration
useSnapshotEditor.save now validates all simple/priced lines in-memory
before any DB write, then delegates to a new saveSnapshotAtomic helper
that wraps INSERT snapshot + INSERT lines in an explicit BEGIN/COMMIT
transaction (ROLLBACK on catch). Pattern matches categorizationService.

Migration v11 cleans existing orphan snapshots in profiles that hit the
old race; new orphans are no longer possible thanks to the transaction.

Resolves #176
2026-05-01 07:33:44 -04:00
le king fu
5836760f3c chore: release v0.9.0
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2026-04-29 19:20:03 -04:00
le king fu
3963f552ae feat(balance): add asset_type column to balance_categories
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Priced balance categories now carry an explicit `asset_type`
('stock' | 'crypto') so PriceFetchControl can route to the right
provider without symbol heuristics. ETH = Ethan Allen NYSE AND
Ethereum crypto are no longer ambiguous.

Migration v10 adds a nullable column and backfills the two seeded
priced categories (key='stock','crypto'). Legacy custom priced rows
stay NULL until the user edits the category — SnapshotLineRow hides
the price-fetch button when asset_type is NULL on a priced row, so
manual entry remains available.

Service-side validation rejects priced creation without asset_type
('asset_type_required') and rejects values outside ('stock','crypto')
('asset_type_invalid'). Simple kind coerces asset_type to NULL.

The CategoryVariant of AccountForm shows the selector only when
kind=priced, requires it on submit, and resets it on kind switch.
i18n keys added under balance.category.assetType.* (FR + EN).

Tests:
- 4 new Rust migration tests in lib.rs (column add, seed backfill,
  legacy row stays NULL, CHECK rejects 'gold')
- 6 new vitest cases on createBalanceCategory + listBalanceAccounts
  asserts c.asset_type AS category_asset_type in the join
- balance-flow integration test updated to pass asset_type='stock'

No new test for SnapshotLineRow render guard — project lacks
@testing-library/react + jsdom; the guard is one boolean expression
covered by manual QA per autopilot decisions in PR #167.

Fixes #169
2026-04-28 19:54:04 -04:00
le king fu
531624bcb4 feat(prices): Rust Tauri command fetch_price + tests
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- Add fetch_price command with PriceResponse and FetchPriceError types
- Privacy-strict header policy (Authorization, Accept, User-Agent only)
- Rename SIMPL_API_URL -> MAXIMUS_API_URL across src-tauri
- 7+ mockito tests covering happy path, 401/403/404/429/5xx, and header allowlist
- Fix pre-existing clippy warnings (doc_overindented_list_items, is_multiple_of)

Closes #155
2026-04-27 08:23:18 -04:00
le king fu
97680417ee feat(license): rotate embedded Ed25519 public key (#49)
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Replace the placeholder public key with the one whose private
counterpart is now held by the maximus-api license server. The old
key had no licenses issued against it (the server did not exist), so
no users are affected.

The 34 Rust unit tests still pass — license_commands tests use
ad-hoc test keypairs rather than the embedded one, and
embedded_public_key_pem_parses confirms the new PEM is valid.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 09:42:40 -04:00
le king fu
50fe0ab1ac test(balance): add migration v9 integration on seeded DB
Three new Rust integration tests applied at the bottom of `lib.rs`'s
`#[cfg(test)] mod tests`. They exercise the realistic upgrade path: a v1
profile DB with imported transactions + categories already there gets the
v9 migration applied on top.

`migration_v9_preserves_existing_transactions_on_seeded_db` asserts no
row loss / data mutation after the migration runs. Spot-checks one
amount preserved verbatim and that the v9 seeded categories coexist with
the v1 categories table.

`integration_link_unlink_transfer_roundtrip_on_seeded_db` walks link →
joined-view read → blocked deletion (FK RESTRICT) → unlink → allowed
deletion → orphan-row sanity check. Covers the FK chain end-to-end on
real (non-stub) transaction ids.

`integration_modified_dietz_inputs_read_back_correctly_on_seeded_db`
mirrors the exact SQL used by `balance_commands.rs::read_value_at_or_before`
and `read_cash_flows`, asserting the snapshot-endpoint lookups and the
period-bounded JOINed cash flows return the expected shapes when run
against a seeded v1+v9 DB.

`integration_v9_preserves_v1_categories_and_keywords` verifies the
`categories.id` and `balance_categories.id` namespaces are independent
(same numeric id allowed on each table without collision).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 16:53:50 -04:00
le king fu
23ff8466c0 fix(balance): use transactions.date column (not transaction_date)
The schema's transactions table uses `date` (see schema.sql:67), not
`transaction_date`. Compile-checked the column name was correct.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 16:24:13 -04:00
le king fu
0381dd48bb feat(balance): add compute_account_return Tauri command
Issue #142 / Bilan #4 — server-side Modified Dietz wrapper.

- New `src-tauri/src/commands/balance_commands.rs` with single command
  `compute_account_return(db_filename, account_id, period_start, period_end)`:
  - Opens the active profile DB via `rusqlite::Connection::open(app_data_dir
    / db_filename)` — matches `repair_migrations` / `delete_profile_db`.
  - Reads `value_start` (latest snapshot ≤ period_start) + `value_end`
    (latest snapshot ≤ period_end) via correlated SELECT.
  - Reads cash flows via JOIN `balance_account_transfers` ⨝
    `transactions` filtered by `transaction_date BETWEEN`. Sign applied
    per direction (`in` → +, `out` → −).
  - Calls `return_calculator::modified_dietz`, returns typed
    `AccountReturn`.
- Registered in `commands/mod.rs` (pub use) and in `lib.rs`'
  `tauri::generate_handler!` array.

`cargo check` clean. `cargo test --lib` → 54 passed (including the 7
return_calculator + 7 migration_v9 tests).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 16:23:14 -04:00
le king fu
c9cdb5a891 feat(balance): add chrono dep + Modified Dietz return_calculator with tests
Issue #142 / Bilan #4 — TDD step 1.

- Added `chrono = "0.4"` (default-features off, `serde` + `std` features)
  to `src-tauri/Cargo.toml` for day-precision date arithmetic.
- New private module `src-tauri/src/commands/return_calculator.rs`:
  - `pub(crate) fn modified_dietz(value_start, value_end, cash_flows,
    period_start, period_end) -> AccountReturn`
  - `AccountReturn { value_start, value_end, net_contributions, return_pct,
    annualized_pct, is_partial, has_no_transfers_warning }` (Serialize)
  - Edge cases handled: missing start/end snapshot (`is_partial = true`,
    `return_pct = None`), no transfers (collapses to simple return + warn
    flag), zero-length period (skips annualization), V_start = 0 with first
    flow > 0 (account-created mid-period), depleted-then-refilled (no
    panic, finite output).
- 7 co-located TDD tests covering nominal + every edge case above.
- Module declared `pub(crate)` in `commands/mod.rs` (kept out of the
  wildcard re-export — only `balance_commands.rs` will consume it).

`cargo test --lib commands::return_calculator` → 7 passed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 16:21:37 -04:00