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Author SHA1 Message Date
le king fu
f75fcee12b test(dialogs): guard against aliases of confirmAction and other native forms
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Review of PR #465 (comment 24953), suggestion 1: an alias
(`const c = confirmAction; if (!c(...))`) called confirmAction out of reach
of the "awaited" rule, and window["confirm"](...), confirm?.(...) and
`const { confirm } = window` escaped the native-call rule. Any mention of
confirmAction other than the awaited call, its declaration, a plain named
import or `confirm: confirmAction` is now refused; the three native forms
are flagged. Samples added for each.

Refs #421

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-18 14:26:19 -04:00
le king fu
155722775a fix(dialogs): wait for the confirmation before deleting or removing the key
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On desktop, tauri-plugin-dialog 2.6.0 replaces window.confirm with an async
function: confirm(...) returned a Promise, always truthy, so every guard
`if (!confirm(...)) return;` let the action run before the user answered.
Deleting a secondary profile removed its database even on "Cancel".

- confirmAction() (src/services/confirmService.ts) calls the plugin's ask()
  with a warning icon and buttons labelled in the app language
  (common.confirm / common.cancel); a failed call resolves false and is
  logged (fail closed). @tauri-apps/plugin-dialog 2.6.0 added, the crate's
  version.
- The six sites await it: profile, category, adjustment, budget template and
  Balance category deletions, and both confirmations of the license key
  removal (performRemoveLicense takes an async confirm).
- native-dialog-guard.test.ts fails on any native confirm/alert in src/ and
  on any confirmation not awaited (TypeScript does not flag `!promise`).
- Tests: confirmService, the deletion of a profile in ProfileFormModal, and
  the license removal tests with an async confirm (test: reproduces #421:
  six of them were red on the old code).

Refs #421

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-18 13:44:02 -04:00
le king fu
ac3a981f64 test(i18n): follow-ups of the review of PR #435
- renderCategoryLabel.test.ts passes markedT itself, its assertions in
  the marked form (`t(balance.category.cash[defaultValue=cash])`): the
  second fake `t` of the repository is gone.
- i18n-mock-guard: a fake `t` is also caught as a binding (`t = (`,
  `t = vi.fn(`) or as a `t: vi.fn(` property, and a file that mocks
  react-i18next must call `i18nMock(`, comments dropped before the
  search. Each new rule has its own case in the guard's tests; the
  binding rule found renderCategoryLabel.test.ts before its migration.
- docs/architecture.md: the "only fake t" sentence is scoped to test
  files and says the guard only refuses the forms it recognises.

Refs #389

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 19:53:18 -04:00
le king fu
2bd347b4a0 test(i18n): guard the test sources against a local fake t
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src/__integration__/i18n-mock-guard.test.ts reads every test file of src
and fails on a useTranslation: or t: ( property (word-bounded) outside
src/test/i18nMock.ts, or on a react-i18next mock that does not go
through i18nMock. docs/architecture.md gets the convention: never a raw
t, always i18nMock.

Resolves #389

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 19:58:30 -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
7a604e0e0d fix(import): persist the import format and restore it faithfully
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The root bug of this chantier. `import_sources` carried no `amount_mode` and no
`sign_convention` until v17, so restoring a configured source re-inferred the
mode from `mapping.debitAmount !== undefined` and wrote
`signConvention: "negative_expense"` outright (useImportWizard.ts:321-323). A
credit-card statement configured for positive expenses came back on the default
convention at its second import and `parseFilesInternal` negated every amount:
expenses landed as income, with no error shown anywhere. The format is a read
value now, not a guessed one.

Two types and a codec, not one composed type. The four carriers are
structurally incompatible -- `ImportSource.has_header` is declared boolean,
`ImportConfigTemplate.has_header` is a number, `SourceConfig` is camelCase on a
parsed mapping -- so the guarantee cannot come from a shared shape. It comes
from `src/utils/importFormat.ts` being the single conversion point between
`ImportFormatRow` (persisted: snake_case, mapping as JSON, `has_header`
normalized to 0/1) and `ImportFormat` (domain), and from its completeness test.

That test is enforced on two levels, and both were mutation-checked:
`FORMAT_FIELD_PAIRS` is typed `Record<keyof ImportFormat, keyof
ImportFormatRow>`, so a field added to the format fails to BUILD until it is
listed; the test then compares each codec's real output keys against that table,
so a field listed but not wired fails the TEST. Dropping `sign_convention` from
`formatToRow` -- the shape of the original bug -- fails 14 tests.

`formatFromRow` validates rather than falls back. The v17 CHECK admits
`absolute_indicator` so the third amount mode ships without another migration,
but the app cannot map one: falling through to the `single` branch would read
the wrong column for every row, and anything other than `positive_expense`
would silently mean `negative_expense`. It raises an `ImportFormatError`
carrying an i18n key, and the wizard opens on a fresh configuration so
"reconfigure this source" stays an action the user can actually take.

Also here:

- The config write moves from `checkDuplicatesInternal` to `executeImport`, so
  an import abandoned at the duplicate step leaves no configuration behind. It
  is the only write point in the hook and a guard test holds that.
- Switching amount mode prunes the abandoned mode's columns, so the mode owns
  the mapping rather than the reverse. The column the `<select>` merely displays
  is deliberately not materialized -- #325 turns an unmapped amount column into
  an explicit row error, and writing a 0 here would make it unreachable. The
  mode and the pruned mapping land in ONE state update: the panel's handlers
  each spread the same `config` prop, so two calls would see the same stale
  value.
- `template_id` is recorded and restored as provenance only, never re-read as
  format. `selectedTemplateId` is no longer blanked on every source selection.
  An acceptance test rewrites a template end to end and asserts the linked
  source reads identically, plus a non-vacuity check that the template really
  changed.
- Both template writers go through the codec too, so a new format field cannot
  reach one table and miss the other.

`parseFilesInternal` is untouched: link 1's static guard on its five pinned
expressions still passes. 39 new tests (963 vitest total, was 924), build clean,
`cargo check` clean, no migration.

Resolves #324
2026-08-13 13:16:52 -04:00
le king fu
8cb7e53698 fix(db): serialize DB access to fix "database is locked"; live-update log console
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Database lock (the reported 0.10.0 regression):
- tauri-plugin-sql loads SQLite through a default multi-connection sqlx pool
  (Pool::connect => max_connections = 10) and exposes no JS transaction
  primitive. BEGIN and COMMIT issued as separate db.execute calls could land on
  different pooled connections, stranding an open write transaction on an idle
  connection — a permanent write lock until app restart. Triggered when the
  Bilan page's concurrent reads interleaved with an in-flight snapshot save.
- Fix: funnel every db operation through one FIFO lock in db.ts; withTransaction
  holds it across the whole BEGIN..COMMIT so a transaction's statements never
  span connections (and the saves become genuinely atomic). A reentrancy guard
  lets nested getDb() calls run directly instead of deadlocking. Applied to all
  5 transaction sites (saveSnapshotAtomic, upsertSnapshotLines,
  proposeStarterAccounts, applyKeywordWithReassignment, applyMigration) via
  in-place helper extraction. New db.test.ts covers serialization,
  cross-transaction non-interleaving, reentrancy, and lock release on error.

Log console (Settings -> Systems -> Journaux):
- getLogs returned the same mutated array reference, so useSyncExternalStore
  (identity comparison) never re-rendered on a new log -> the console never
  updated live. getLogs now returns an immutable snapshot rebuilt on each
  mutation (stable between mutations, new identity after each).
- Add logInfo/logWarn/logError app-logging API and instrument the snapshot save
  (info on success, error on failure) so DB issues surface in the console.

tsc + 635 vitest + vite build green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 16:50:39 -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
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
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
5a54d37de5 test(transactions): add non-regression test for inline transfer icon
Source-level structural test on `TransactionTable.tsx` to lock down the
inlined transfer icon contract introduced in #142. Without RTL or jsdom
in the dev-deps, the test reads the component source and asserts:

  - the icon is gated by `linkedTransfersByTxId?.has(row.id)`,
  - optional-chaining short-circuits cleanly when the prop is omitted
    (zero-impact on pre-#142 callers),
  - the prop is declared OPTIONAL on the component interface,
  - the `Link2` glyph comes from lucide-react,
  - tooltip + aria-label go through `transactions.transferIcon.*` i18n
    keys,
  - the row's description cell layout (truncate span + title) stays
    shared between linked and non-linked rows.

Catches the specific regression vectors: someone removing the gate,
renaming the prop, or breaking the optional-chaining pattern that
guarantees the page renders identically when no transfers are linked.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 16:53:59 -04:00
le king fu
9adfb85d84 test(balance): add cross-cutting integration tests
End-to-end happy path through the full Bilan stack: account → priced
category → priced snapshot → linked transfer → return. Drives every
service against the existing in-memory FakeDb harness used by
category-migration tests so SQL shape (table names + parameters) can be
asserted alongside service outputs.

Currency lock: USD / EUR / GBP / JPY / AUD all rejected up-front by the
service with a typed `currency_unsupported` code, no DB hit. The CAD
default is verified to land in the INSERT params explicitly.

Priced-kind safety: a snapshot save with one out-of-tolerance line must
NOT clear pre-existing lines (the DELETE is gated behind the validation
loop). A drift just within ε is accepted unchanged.

computeAccountReturn wiring: malformed dates are rejected client-side
without invoking the Rust command; missing active profile yields a typed
`transfer_active_profile_unknown`; partial-period payloads are forwarded
unchanged (null fields preserved).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 16:53:36 -04:00
le king fu
12d1877870 test(categories): complete test coverage for migration flow (#123)
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Adds unit + integration + regression tests and a QA checklist for the
v2→v1 seed migration feature.

- Fixtures: src/__fixtures__/profiles.ts (makeV2Profile, makeV1Profile,
  makeV2ProfileWithCustom) with realistic categories, keywords,
  suppliers, transactions, budgets.
- Unit: categoryMappingService (100 cases covering every DEFAULT_MAPPINGS
  entry, 4-pass priority, splits, preserved/custom detection),
  categoryBackupService (23 cases — Tauri mocks: success, write error,
  integrity check, PIN-encrypted profile), categoryMigrationService (16
  cases — BEGIN/COMMIT/ROLLBACK flow, backup-missing abort, journaling,
  custom parent creation).
- Integration: full plan→backup→migrate→verify flow; rollback via SREF
  import; backup failure → no DB write; migration SQL failure → ROLLBACK
  + intact state.
- Regression: parameterised v2/v1 fixtures covering auto-categorisation,
  budget aggregation, splits preservation.
- Docs: docs/qa-refonte-seed-categories-ipc.md — manual checklist for UX,
  system errors, encrypted profile, custom preservation, 90-day banner,
  restore flow.

331 vitest tests pass (up from 193 baseline).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 19:25:13 -04:00