Add per-account check position setting (top/middle/bottom/3-per-page)
so checks print in a specific slot on the page. Fix logos never
appearing on checks or in the layout editor — the Logo layout field
was missing from the default seed data and existing accounts.
Update to reflect multi-account support, OIDC/SSO login, deposit
slips, QBO import, visual layout editor, SMTP password reset, and
env var configuration including all OIDC variables.
OIDC configuration now comes from environment variables instead of
the database settings table. This is more natural for Docker/compose
deployments where secrets live in .env files.
Env vars: OIDC_ENABLED, OIDC_DISCOVERY_URL, OIDC_CLIENT_ID,
OIDC_CLIENT_SECRET, OIDC_REDIRECT_URI, OIDC_BUTTON_LABEL.
Also adds detailed [oidc] console logging throughout the authorize,
callback, and link flows to aid debugging connection issues.
Removes the OIDC settings UI section from the admin modal and the
GET/PUT /api/settings/oidc endpoints.
The TOTAL row in the deposit slip grid was only showing the sum of
check items (checksTotal) instead of the full deposit total which
includes currency + coin - cash back.
Add OpenID Connect as an alternative login method. Users can sign in
via an external identity provider (e.g., Authentik, Keycloak, Google).
- OIDC settings configured in admin UI (discovery URL, client ID/secret,
redirect URI, button label, enable/disable toggle)
- PKCE-based authorization code flow with state and nonce validation
- Admin can manually link any user's OIDC identity (sub/issuer fields)
- Self-service linking: logged-in users can link/unlink their own account
- SSO button conditionally shown on login page when OIDC is enabled
- Username in header now clickable to open profile for all users
- Callback errors/success communicated via URL hash fragments
- Modal enlarged to min(1400px, 96vw) × 92vh
- Canvas fills full width; field controls moved to a strip below
- Inch rulers on top and left: major ticks at every inch (labeled),
half-inch, quarter-inch, and eighth-inch subdivisions
- Layout editor button hidden on mobile/portrait screens (canvas
requires landscape space to be usable)
- SVG canvas showing all layout fields scaled to check dimensions
- Click or dropdown to select a field; drag to reposition
- Sidebar shows X/Y coordinates in decimal inches with fraction
equivalents (¼", ½", ¹⁄₁₆", etc.)
- End X/Y inputs appear for Line and Graph fields
- Nudge buttons move selected field by ¹⁄₁₆" per click
- Auto-saves on drag end; debounced save on input/nudge changes
- Visible toggle hides fields from PDF without deleting them
- Admin-only Reset to Default wipes and re-seeds the layout
- Accessible to editor+ role via ⊞ button in account header
- One-time migration (layout_reset_v1) deletes all layout_fields for every
account and re-seeds with the default layout, ensuring .mdb-imported accounts
get the same clean check style as wizard-created ones.
- Remove the -0.25" slot 0 y-offset that was pushing Company Name and Check
Number above the top of the page on the first check.
- Consolidate layout field seed logic into database.js (seedLayoutFields),
removing the duplicate in app.js.
Accounts created before the layout seeder was deployed had no layout_fields
rows, so PDFs rendered blank (MICR only). The startup migration in database.js
now seeds default layout fields for any account with zero rows, idempotently
via INSERT OR IGNORE. Also adds Company Name3/Company Name4 cases to
resolveFieldValue so company3/company4 render correctly.
New accounts created through the setup wizard previously had no
layout_fields rows, so PDFs rendered only the MICR line. Now
seedDefaultLayoutFields() is called after INSERT to populate a
standard check layout (company block, payee, amount box, memo,
signature line, MICR-compatible positions) so the PDF is usable
without a .mdb import.
The Content-Security-Policy header (default-src 'self') blocked inline
onclick attributes, silently preventing the Edit and Delete buttons in
the user management modal from firing. Replaced with data-id attributes
and a delegated click listener on the users-list container.
Password reset: users with a registered email can request a reset link
from the login screen. A one-hour signed token is emailed via SMTP;
clicking the link opens a set-new-password form. Tokens are hashed
(SHA-256) before storage and invalidated after use.
SMTP settings: admin-only panel in the Users modal lets admins
configure host, port, encryption, credentials, and from address.
Settings persisted in a new key-value settings table. The SMTP
password is never returned to the client.
Users: email field added to the create/edit form and stored in a new
users.email column. Email is used for password reset lookup.
Add Account: admins now have a + button in the header that opens the
existing setup wizard to add additional checking accounts.
Schema: adds password_reset_tokens and settings tables with automatic
runtime migrations for existing databases.
IDOR (critical): GET /api/checks/:id and GET /api/deposits/:id now
verify the requesting user has access to the record's account before
returning data. Previously any authenticated user could fetch any
record by ID across accounts.
Printed check guard (critical): PUT and DELETE on checks now return
409 if the check has already been printed, enforcing the business rule
that printed checks are immutable. Previously the printed flag was
only enforced in the frontend.
PDF DoS (medium): checkIds array capped at 300 (100 pages × 3 per page).
QBO import DoS (medium): records array capped at 1000 per confirm call.
PDF error detail (medium): internal err.message no longer returned to
the client on PDF generation failure.
SESSION_SECRET (low): removed NODE_ENV=production condition — the
server now exits immediately on startup if SESSION_SECRET is unset
regardless of environment. Dev script updated to load .env via
node --env-file=.env so developers set it once in a local .env file.
Password hints (low): updated all three UI labels from "min 8 chars"
to "min 10 chars, include a digit or symbol" to match the actual
server-side validation.
Content-Security-Policy: add header with default-src 'self',
unsafe-inline for styles (needed for JS-generated inline style attrs),
and data: for embedded logo/signature images.
JSON body limit: reduce from 10mb to 2mb (logo cap is 512KB base64).
Session maxAge: now configurable via SESSION_MAX_AGE_HOURS env var
(default 168h / 7 days). Documented in .env.example.
Password strength: centralize validation in auth.js and raise the bar
to 10+ characters with at least one letter and one non-letter. Applied
consistently to all four password-setting paths (initial setup,
login change-password, admin create user, admin edit user).
CSRF: upgrade session cookie sameSite from 'lax' to 'strict'.
Rate limiting: login endpoint now blocks an IP after 10 failed attempts
in a 15-minute window; resets on success. In-memory, no new dependency.
SESSION_SECRET: server exits at startup when NODE_ENV=production and
SESSION_SECRET is unset. docker-compose.yml updated to pass it via env;
.env.example added with generation instructions.
Security headers: add X-Content-Type-Options, X-Frame-Options, and
Referrer-Policy to all responses.
Sensitive data: routing_number and account_number are now omitted from
GET /api/account/:id responses for non-admin users.
Image size: logo upload capped at 512 KB in the account PUT handler.
Amount validation: checks (POST/PUT) and deposit items (POST/PUT) now
reject non-finite and non-positive amounts.
QBO import: uploaded file is rejected if its MIME type is not text or
a known CSV variant.
mark-printed: was only checking the first check's account — now fetches
all check IDs upfront, verifies they all exist and share the same
account, then checks editor access once on that account.
PDF generation: was authorizing against the client-supplied account_id
but fetching checks by ID without confirming they belong to that account
— now rejects any check ID whose account_id doesn't match.
Role/account-assignment changes: active sessions for the affected user
are now deleted immediately via json_extract on the sessions table, so
demotions take effect at once rather than at session expiry (up to 7d).
Viewers can no longer see New Check, New Deposit, Import .mdb, or
Import QBO buttons. Deposit row Edit/Delete buttons are also hidden
for viewers, matching the existing behavior on check rows.
- Fix account settings modal overflow: add max-height to .modal, make
.modal-body flex/scrollable, widen #acct-settings-modal to 620px
- Add role column to user_accounts (editor|viewer) with migration;
existing assignments promoted to editor
- New isEditorForAccount() in auth middleware for per-account write checks
- Replace global requireEditor with per-account checks in checks.js,
deposits.js, pdf.js, deposit-pdf.js, qbo-import.js
- GET /api/accounts now returns user_role per account
- users.js returns {account_id, role} per assignment; POST/PUT accept
accounts as [{id, role}]
- Frontend: state.accountRole tracks effective role for active account;
applyRoleUI and renderRow use it; user management shows role dropdown
per account assignment
Three-tier user model: admin (all accounts, all actions), editor
(assigned accounts, read/write), viewer (assigned accounts, read-only).
Backend:
- express-session with custom SQLite session store (no extra packages)
- bcryptjs for password hashing
- src/middleware/auth.js: requireAuth, requireAdmin, requireEditor,
canAccessAccount helpers
- src/routes/auth.js: login, logout, /me, setup-needed, change-password
- src/routes/users.js: full CRUD + account assignments (admin only)
- All API routes protected; /api/accounts filtered by user access;
write routes gated by requireEditor; admin-only routes locked down
Frontend:
- Login overlay (full-page) with first-run admin-setup flow
- Role-based UI: admin-only elements hidden for non-admins; edit/delete
and PDF buttons hidden for viewers; account switcher shows only
accessible accounts for non-admins
- Users modal (admin only): user list with role badges, create/edit/delete
users, set account access via checkboxes
- Change-password section available to all logged-in users
- apiFetch redirects to login on 401
Red "Delete Account" button at top of Account Settings. Clicking opens
a second modal with an irreversibility warning and the account name,
requiring a second explicit confirmation before deletion. Deletes the
account row plus all associated checks and deposits. Redirects to the
setup wizard if no accounts remain.
Two-tab modal: "Checks to Print" parses QBO Transaction List / Check
Detail CSV exports; "Deposits" parses QBO Deposit Detail CSV exports
and groups by date. Both tabs show a preview before confirming import.
- Halve all check line thicknesses (line_thick * 0.5)
- Add second_signature column to account table with runtime migration
- Account settings toggle: enables a second signature line drawn 0.25"
above the primary signature line, matching its width and thickness
- Move check slot 0 up 0.25" to match physical stock alignment;
slots 1 and 2 are unaffected
- Remove toLocaleString() from next check number header display
so no comma appears in the thousands place
Pencil button next to "Next check: X" in the header opens a modal
with a warning about sequence gaps/duplicates. Saves via new
PUT /api/account/:id/check-no endpoint (sets current_check_no = next - 1).
- Remove the outer border rect around the main content area
- Change DEPOSIT TOTAL font from Helvetica-Bold to Courier to match
the monospaced style used for other amount fields
- Update strip element Y positions for better spacing
- Add select-all checkbox to checks table header; checks/unchecks all
visible (filtered) rows; supports indeterminate state
- Add summary bar below checks toolbar showing count and total amount
of filtered checks
- Deposit slip: output to full 8.5x11 letter page for trimming
- Deposit slip: remove beige left strip fill (white background)
- Deposit slip: remove vertical separator between depositor/bank info
- Deposit slip: stack bank info below account info instead of side-by-side
- Deposit slip: lower date underline position
- Deposit slip left strip: flip text orientation to read tilt-left
(rotate 90 instead of -90; reposition all strip element anchors)
- Deposit slip left strip: center MICR and labels in strip width
- Deposit slip total: include decimal point in rotated digit amount
- New Deposits tab with ledger: date, checks total, cash, deposit total, item count, status
- Slide-in deposit panel: date, currency, coin, cash back, dynamic check entry rows, live totals
- Save deposit, then generate Deposit Slip or Deposit Report PDF
- Deposit slip: 3.375" x 8.5" portrait with Style A background drawn server-side,
digit-column amounts, GnuMICR routing/account line rotated 90 deg, rotated
deposit total and check count in left margin
- Deposit report: plain Courier ledger with depositor/bank info, check grid, totals
- deposits and deposit_items tables in schema; ON DELETE CASCADE for items
- Routes: GET/POST/PUT/DELETE /api/deposits, POST /api/deposit-pdf
- Generating a slip marks deposit as printed; date range and status filters
- README updated to describe deposit slip feature
steve
dependabot[bot]