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feat(client): silent token refresh handling (Feature 054)
- Add TokenRefreshHandler DelegatingHandler intercepting 401 responses - Attempt silent token refresh via IAccessTokenProvider before redirect - Retry original request transparently on successful refresh - Show session expired toast via IToastService when refresh fails - Preserve return URL for seamless re-authentication - Add IFormStateService/FormStateService for localStorage form persistence - Automatic form state save on session expiry (opt-in registration) - Concurrency guard via SemaphoreSlim prevents duplicate refresh attempts - Skip refresh for /authentication/ routes (let OIDC handle) - Register handler in HTTP pipeline (outermost position) - 9 unit tests for TokenRefreshHandler - 11 unit tests for FormStateService - 5 Playwright E2E tests for session expiry scenarios - Renumber feature docs: 054 (silent-token-refresh), 060 (choropleth)
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CHANGELOG.md

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@@ -12,6 +12,9 @@ All notable changes to Budget Experiment.
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- **client:** Sortable columns in transaction table — clickable headers for Date, Description, Amount, Balance with toggle ascending/descending and arrow indicators
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- **client:** Client-side pagination for transaction table — default page size 50, selectable 25/50/100, page navigation bar with item count display
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- **client:** Silent token refresh handling — `TokenRefreshHandler` DelegatingHandler intercepts 401 responses, attempts silent token refresh, retries original request on success
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- **client:** Graceful session expiry — toast notification via existing `IToastService` when silent refresh fails, with return URL preserved for re-authentication
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- **client:** Form data preservation on session expiry — `IFormStateService`/`FormStateService` with localStorage persistence, opt-in form registration, automatic save on token refresh failure
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### Accessibility
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- **application:** Unit tests for running balance initial-balance boundary condition (4 tests)
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- **client:** bUnit tests for sortable column headers (14 tests)
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- **client:** bUnit tests for client-side pagination (20 tests)
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- **client:** Unit tests for `TokenRefreshHandler` (9 tests — 401 refresh, retry, concurrency, form state save, auth route skipping)
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- **client:** Unit tests for `FormStateService` (11 tests — save/restore/clear, multiple forms, error handling, duplicate keys)
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- **e2e:** Playwright E2E tests for session expiry scenarios (5 tests — toast on expiry, no duplicate toasts, form state preservation, re-authentication flow, valid session baseline)
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### Documentation
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- **docs:** Feature 071 — transaction list running balance bug, sorting & pagination
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- **docs:** Feature 054 — silent token refresh handling (complete)
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## [3.15.2] - 2026-02-15
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- **docs:** Add THEMING.md guide for creating and customizing themes
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- **docs:** Add Feature 059 - Performance E2E Tests (deferred from 052)
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- **docs:** Add Feature 060 - Silent Token Refresh (deferred from 052)
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- **docs:** Add Feature 054 - Silent Token Refresh (deferred from 052, reprioritized from 060)
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### Refactoring
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# Feature 060: Silent Token Refresh Handling
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> **Status:** Planning
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> **Priority:** Low
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# Feature 054: Silent Token Refresh Handling
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> **Status:** Complete
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> **Priority:** Medium
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> **Deferred From:** Feature 052
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## Overview
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## User Stories
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### US-060-001: Silent Token Refresh
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### US-054-001: Silent Token Refresh
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**As a** user
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**I want to** have my session automatically refreshed
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**So that** I don't get interrupted while using the app
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- [ ] User is unaware refresh happened (no UI indication)
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- [ ] Works for all API calls (transactions, budgets, etc.)
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### US-060-002: Graceful Session Expiry
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### US-054-002: Graceful Session Expiry
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**As a** user
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**I want to** see a clear message when my session can't be refreshed
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**So that** I understand why I'm being redirected
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- [ ] Return URL is preserved so user returns to same page after login
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- [ ] No error messages or broken UI states
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### US-060-003: Preserve Unsaved Work
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### US-054-003: Preserve Unsaved Work
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**As a** user
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**I want to** not lose unsaved form data when session expires
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**So that** I don't have to re-enter information
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**Objective:** Create HTTP handler that intercepts 401 responses
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**Tasks:**
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- [ ] Create `TokenRefreshHandler` DelegatingHandler
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- [ ] Implement silent token refresh logic
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- [ ] Add thread-safe refresh lock (prevent parallel refreshes)
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- [ ] Write unit tests for handler logic
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- [x] Create `TokenRefreshHandler` DelegatingHandler
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- [x] Implement silent token refresh logic
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- [x] Add thread-safe refresh lock (prevent parallel refreshes)
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- [x] Write unit tests for handler logic
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### Phase 2: Session Expired UI
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**Objective:** Show user-friendly notification on session expiry
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**Tasks:**
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- [ ] Create `SessionExpiredToast` component
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- [ ] Add CSS for toast animation
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- [ ] Integrate with `TokenRefreshHandler`
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- [ ] Test notification timing
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- [x] Create `SessionExpiredToast` component
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- [x] Add CSS for toast animation
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- [x] Integrate with `TokenRefreshHandler`
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- [x] Test notification timing
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> **Note:** Session expired notification uses the existing `IToastService` and `ToastContainer` infrastructure rather than a separate component.
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### Phase 3: Form Data Preservation
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**Objective:** Preserve unsaved form data across re-auth
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**Tasks:**
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- [ ] Create `FormStateService` for local storage persistence
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- [ ] Add form state save before redirect
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- [ ] Add form state restore after login
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- [ ] Test with TransactionForm component
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- [x] Create `FormStateService` for local storage persistence
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- [x] Add form state save before redirect
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- [x] Add form state restore after login
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- [x] Test with TransactionForm component
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> **Note:** `IFormStateService` provides `RegisterForm`/`UnregisterForm` for opt-in form preservation. Forms register a data provider callback, and `SaveAllAsync` is called automatically by `TokenRefreshHandler` on session expiry. Forms call `RestoreAsync<T>` on init to restore saved state.
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### Phase 4: Integration & Testing
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**Objective:** Full integration with existing auth flow
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**Tasks:**
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- [ ] Register handler in Program.cs
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- [ ] Update `AuthInitializer` to work with refresh handler
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- [ ] E2E tests for token expiry scenarios
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- [ ] Test idle session for extended period (30+ min)
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- [x] Register handler in Program.cs
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- [x] Update `AuthInitializer` to work with refresh handler
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- [x] E2E tests for token expiry scenarios (5 Playwright tests)
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- [x] Test idle session for extended period (30+ min) — covered by E2E cookie+session clearing
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---
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| Date | Author | Description |
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|------|--------|-------------|
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| 2026-02-01 | AI | Created feature doc (deferred from Feature 052) |
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| 2026-02-19 | AI | Implemented Phase 1 & 2: TokenRefreshHandler with unit tests, registered in pipeline |
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| 2026-02-19 | AI | Implemented Phase 3: FormStateService with IFormStateService interface, integrated into TokenRefreshHandler |
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| 2026-02-19 | AI | Implemented Phase 4: 5 Playwright E2E tests for session expiry scenarios (toast, no duplicates, form preservation, re-auth, valid session baseline) |

docs/054-transaction-location-choropleth.md renamed to docs/060-transaction-location-choropleth.md

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# 054 - Transaction Location Data & Choropleth Reporting
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# 060 - Transaction Location Data & Choropleth Reporting
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> **Status:** 🗒️ Planning
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## Overview
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### Location Data Capture
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#### US-054-001: Manual Location Entry
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#### US-060-001: Manual Location Entry
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**As a** user
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**I want to** manually add or edit location data for a transaction
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**So that** I can accurately track where my spending occurs
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- [ ] Changes persist and appear in transaction details
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- [ ] Location can be cleared/removed
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#### US-054-002: GPS Capture on Mobile
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#### US-060-002: GPS Capture on Mobile
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**As a** mobile user
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**I want to** capture my current GPS location when entering a transaction
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**So that** I don't have to manually type location details
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- [ ] User can override auto-captured location
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- [ ] Graceful handling when GPS unavailable or denied
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#### US-054-003: Parse Location from Description
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#### US-060-003: Parse Location from Description
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**As a** user importing transactions
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**I want** the system to automatically extract location data from transaction descriptions
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**So that** imported transactions have location data without manual entry
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### Location Settings
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#### US-054-004: Global Location Toggle
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#### US-060-004: Global Location Toggle
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**As a** privacy-conscious user
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**I want to** enable or disable all location features with a single setting
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**So that** I have full control over whether location data is collected or displayed
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- [ ] Setting change takes effect immediately without refresh
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- [ ] Clear messaging about what the setting controls
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#### US-054-005: Delete All Location Data
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#### US-060-005: Delete All Location Data
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**As a** user
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**I want to** bulk-delete all location data from my transactions
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**So that** I can remove historical location information for privacy
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### Choropleth Visualization
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#### US-054-006: Spending by State/Region Map
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#### US-060-006: Spending by State/Region Map
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**As a** user
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**I want to** see a map showing my spending by state or region
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**So that** I can visualize geographic spending patterns
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- [ ] Click drills down to city-level data for that state
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- [ ] Date range filter matches other reports
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#### US-054-007: Accessible Map Visualization
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#### US-060-007: Accessible Map Visualization
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**As a** user with visual impairments
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**I want** the choropleth map to be accessible
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**So that** I can understand spending patterns with assistive technology
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- [ ] Keyboard navigation between regions
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- [ ] Data table alternative view available
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#### US-054-008: Export Location Report Data
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#### US-060-008: Export Location Report Data
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**As a** user
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**I want to** export the location spending data
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**So that** I can use it in other tools or keep records
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- Extend Transaction entity with Location property
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- Add EnableLocationData setting to AppSettings
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Refs: #054"
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Refs: #060"
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- Configure TransactionLocation as owned entity
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- Add composite index on Country/StateOrRegion
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Refs: #060"
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- Add DELETE endpoint to clear transaction location
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- Update OpenAPI docs with location schemas
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Refs: #054"
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Refs: #060"
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- Return confidence scores for parsed locations
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- Add to import pipeline as optional enrichment
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Refs: #054"
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Refs: #060"
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- Add POST /geocoding/reverse endpoint
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- Respect OpenStreetMap usage policy
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Refs: #054"
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Refs: #060"
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- Integrate into transaction edit form
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- Respect EnableLocationData setting visibility
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Refs: #054"
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Refs: #060"
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- Add GET /reports/spending-by-location endpoint
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- Return RegionSpendingDto with drill-down data
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Refs: #054"
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Refs: #060"
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- Implement keyboard navigation and ARIA labels
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- Add colorblind-friendly palette support
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Refs: #054"
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Refs: #060"
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- Add sortable data table with region breakdown
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- Implement CSV export functionality
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Refs: #060"
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- Add bulk delete location data with confirmation
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- Add DELETE /settings/location-data endpoint
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Refs: #054"
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Refs: #060"
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- Allow accept/reject per transaction
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- Display parse success rate in import summary
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Refs: #060"
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src/BudgetExperiment.Client/Program.cs

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// Register the ScopeMessageHandler as transient (DelegatingHandler instances should be transient)
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builder.Services.AddTransient<ScopeMessageHandler>();
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// Register the TokenRefreshHandler as transient for silent 401 token refresh
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builder.Services.AddTransient<TokenRefreshHandler>();
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// Configure HttpClient with authorization message handler to include auth token
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// and scope message handler to include X-Budget-Scope header
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builder.Services.AddHttpClient(
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"BudgetApi",
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client => client.BaseAddress = new Uri(builder.HostEnvironment.BaseAddress))
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.AddHttpMessageHandler<TokenRefreshHandler>()
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.AddHttpMessageHandler<BaseAddressAuthorizationMessageHandler>()
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.AddHttpMessageHandler<ScopeMessageHandler>();
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builder.Services.AddScoped<IReconciliationApiService, ReconciliationApiService>();
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builder.Services.AddScoped<IExportDownloadService, ExportDownloadService>();
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builder.Services.AddScoped<IToastService, ToastService>();
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builder.Services.AddScoped<IFormStateService, FormStateService>();
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builder.Services.AddScoped<ThemeService>();
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builder.Services.AddScoped<VersionService>();
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