c73f466429
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- Import: persist `has_header` flag to DB (migration v3) so headerless CSVs like Desjardins don't lose their first data row on re-import. - Categories: promote children to root on parent deletion instead of cascading deactivation, preventing invisible orphans. - Categories: add re-initialize button to reset all categories and keywords to seed defaults. - Bump version to 0.2.1 across tauri.conf.json, package.json, Cargo.toml. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
43 lines
4.7 KiB
Markdown
43 lines
4.7 KiB
Markdown
# Lessons Learned
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## 2026-02-10 - NSIS / Tauri productName
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**Mistake**: Used apostrophe in `productName` (`Simpl'Résultat`) which broke the NSIS installer script on Windows CI
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**Pattern**: NSIS uses single quotes as string delimiters — special characters in `productName` get interpolated into NSIS scripts and can break the build
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**Rule**: Keep `productName` in `tauri.conf.json` free of apostrophes and other shell/script-special characters. Use `app.windows[].title` for the display name with special characters.
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**Applied**: Tauri v2 Windows builds, any NSIS-based packaging
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## 2026-02-10 - GitHub Actions GITHUB_TOKEN permissions
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**Mistake**: Workflow failed with `Resource not accessible by integration` when tauri-action tried to create a GitHub Release
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**Pattern**: By default, `GITHUB_TOKEN` has read-only `contents` permission in newer repos / org settings. Creating releases requires write access.
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**Rule**: Always add `permissions: contents: write` at the top level of any GitHub Actions workflow that creates releases or pushes tags/artifacts.
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**Applied**: Any workflow using `tauri-apps/tauri-action`, `softprops/action-gh-release`, or direct GitHub Release API calls
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## 2026-02-11 - Write tool requires Read first
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**Mistake**: Tried to overwrite the plan file with the Write tool without reading it first, causing an error: "File has not been read yet. Read it first before writing to it."
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**Pattern**: The Write tool enforces a safety check — you must Read a file at least once in the conversation before you can Write to it. This prevents accidental overwrites of files you haven't seen.
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**Rule**: Always Read a file before using Write on it, even if you intend to completely replace its contents. This applies to plan files, config files, and any existing file.
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**Applied**: All file editing workflows, especially plan mode where you repeatedly update the plan file
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## 2026-02-11 - CSV preprocessing must be applied everywhere
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**Mistake**: `preprocessQuotedCSV()` was only called in `parsePreview`, not in `loadHeadersWithConfig`. Desjardins CSVs parsed as single-column in header loading.
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**Pattern**: When a preprocessing step is needed for data parsing, it must be applied at EVERY code path that parses the same data — not just the main one.
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**Rule**: When adding a preprocessing step, grep for all call sites that parse the same data format and apply the step consistently.
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**Applied**: CSV import, any file format with a normalization/preprocessing layer
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## 2026-02-11 - Synthetic headers needed for no-header CSVs in all dispatches
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**Mistake**: `parsePreview` left `headers = []` when `hasHeader: false`, overwriting previously loaded synthetic headers. Column mapping editor disappeared on back-navigation.
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**Pattern**: State dispatches can overwrite previous state. If a component depends on state set by an earlier step, later dispatches must preserve or regenerate that state.
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**Rule**: When dispatching state updates that include derived data (like headers), always populate ALL fields — don't leave arrays empty assuming they'll persist from a previous dispatch.
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**Applied**: Wizard-style multi-step UIs with back-navigation
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## 2026-02-11 - Constant numeric columns are identifiers, not amounts
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**Mistake**: Account number and transit number columns passed numeric detection because they contain valid numbers, but they're identifiers not amounts.
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**Pattern**: Identifier columns have very low cardinality relative to row count (often a single repeated value). Amount columns vary per transaction.
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**Rule**: When detecting "amount" columns in CSV auto-detect, exclude numeric columns with ≤1 distinct value. Also treat 0 as "empty" in sparse-complementary detection for debit/credit pairs.
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**Applied**: CSV auto-detection, any heuristic column type inference
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## 2026-02-12 - Config fields must be persisted to DB, not hardcoded on restore
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**Mistake**: `hasHeader` was part of the SourceConfig in-memory object but was never stored in the `import_sources` DB table. When restoring config from DB, it was hardcoded to `true`, causing the first data row of headerless CSVs (Desjardins) to be treated as column headers.
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**Pattern**: When adding a config field to an in-memory interface, you must also add the column to the DB schema and update all CRUD paths (create, update, restore). Hardcoding a default on restore silently loses user preferences.
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**Rule**: For every field in a config interface: (1) verify it has a corresponding DB column, (2) verify it's included in INSERT/UPDATE queries, (3) verify it's restored from the DB row — never hardcoded. Use a grep for the field name across service, hook, and schema files.
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**Applied**: Import source config, any settings/preferences that need to survive across sessions
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