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.
- 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.
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.
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.
- 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
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).
- 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
- Add gear button in header to open account settings modal
- Modal covers Organization, Bank, Account, Logo upload, and Printer Offset fields
- PUT /api/account/:id backend endpoint with full field validation
- Logo file reader with inline preview; only updates logo if a new file is chosen
- CSS for btn-header-icon, settings-section-label, logo-preview, form-row-4
- Add GnuMICR.otf (tracked alongside existing GnuMICR.ttf)
- Schema: account_id FK on checks and layout_fields; UNIQUE per-account on check_no and field_name
- DB: runtime migration recreates both tables to add account_id (assigns existing rows to account 1)
- Routes: GET /api/accounts lists all; GET /api/account/:id replaces hardcoded id=1; POST /api/account/setup always creates a new account and returns accountId
- checks.js: all queries scoped by account_id; POST requires account_id in body
- pdf.js: resolves account from check's account_id instead of id=1; layout fields fetched per-account
- import-mdb.js: always INSERTs a new account (never deletes existing); all records tagged with new accountId
- Frontend: account switcher in header; activeAccountId persisted to localStorage; all API calls pass account_id; switching accounts reloads checks; wizard and import auto-switch to newly created account
- Hardcode GnuMICR.otf path in pdfService.js; remove MICR_FONT_PATH env var
- Fix normalizeDate to handle MM/DD/YY (2-digit year) and return null on no match
- Fix generatePdf button DOM bug: update span directly instead of overwriting textContent
- Remove .env.example and NTFY_URL from docker-compose (app has no required config)
- Remove redundant fonts volume mount from docker-compose (fonts bundled in image)
- Mark MVP TODO items complete; add // TODO comments in source for post-MVP features
- Update README: correct slot height, remove stale env var docs
steve