ydeng11 · ydeng11 · Jul 19, 2026 · Jul 19, 2026
diff --git a/README.md b/README.md
@@ -24,7 +24,6 @@ minance/
 - Conversational assistant endpoint with explainable output and drill-down filters
 - Database backup and reload feature
 - Help center for self-host UX
-- Legacy Minance API loader script for dev database seeding
 - Responsive web UI covering dashboard, explorer, imports, transactions, analytics, assistant, help, and settings
 - Saved views/bookmarks
 
@@ -81,14 +80,6 @@ Dry-run summary:
 pnpm seed:fixture -- --dry-run
 ```
 
-## Legacy API seed (dev)
-
-Load accounts + transactions from legacy Minance API into the current dev database (mapped category as tier-2, inferred tier-1 group):
-
-```bash
-pnpm seed:legacy-api -- --base-url http://10.0.0.20:18080 --start 2024-01-01 --end 2026-12-31
-```
-
 Fixture source of truth:
 - `services/api/test/fixtures/deterministic-financial-fixture.js`
 - `services/api/test/fixtures/deterministic-financial-store.json`
@@ -159,4 +150,4 @@ docker compose -f docker-compose.selfhost.yml --env-file .env.selfhost up -d
 - AI key encryption uses `AI_CREDENTIAL_SECRET` (set in environment for non-local use).
 - Account provider abstraction is exposed via `GET /v1/accounts/providers` and `GET /v1/accounts/providers/:providerId` (self-host default provider is `manual_csv`; direct-link actions return explicit unsupported-action errors).
 - CrewAI analysis agent script lives at `services/agents/crewai_analysis_agent.py` (enable/disable with `AI_CREW_ANALYSIS_ENABLED`; install Python deps from `services/agents/requirements.txt`).
-- SQLite migration requires `sqlite3` CLI installed on the host machine.
+- SQLite storage requires the `sqlite3` CLI on the host machine.
diff --git a/docs/json-to-sqlite-migration-runbook.md b/docs/json-to-sqlite-migration-runbook.md
@@ -13,8 +13,7 @@ This runbook defines a deterministic, idempotent path for loading a JSON fixture
 - Runtime store: `services/api/data/{env}-minance.sqlite` (or the environment-specific override).
 - Default JSON fixture input: `services/api/test/fixtures/deterministic-financial-store.json` (or `MINANCE_DATA_FILE` override).
 - SQLite foundation bootstrap exists in API startup (`MINANCE_SQLITE_FILE`, `MINANCE_SQLITE_SCHEMA_FILE`, `MINANCE_SQLITE_AUTO_INIT`) and status is observable via `GET /v1/system/storage`.
-- Active write paths: auth, imports, transactions, categories/rules, AI settings, assistant queries, saved views, migration runs, audit events.
-- Legacy Minance SQLite import endpoint already exists (`/v1/migrations/minance/sqlite`) and is separate from this JSON-to-SQLite cutover.
+- Active write paths: auth, imports, transactions, categories/rules, AI settings, assistant queries, saved views, and audit events.
 
 ## Target SQLite Schema (Canonical Tables)
 
@@ -35,7 +34,6 @@ Use one table per top-level JSON collection (from `services/api/src/store.js`):
 - `ai_provider_preferences`
 - `assistant_queries`
 - `saved_views`
-- `migration_runs`
 - `audit_events`
 
 Recommended constraints/indexes:
@@ -85,7 +83,7 @@ Insert in dependency order:
 5. `transactions`
 6. `ai_provider_credentials`, `ai_provider_preferences`
 7. `assistant_queries`, `saved_views`
-8. `migration_runs`, `audit_events`
+8. `audit_events`
 
 Use idempotent writes:
 

diff --git a/docs/self-host-feature-matrix.md b/docs/self-host-feature-matrix.md
@@ -15,7 +15,6 @@ This document defines how Minance Next maps Copilot-style product expectations t
 | Authentication and sessions | Email/password auth, session refresh, user profile | Supported | `POST /v1/auth/signup`, `POST /v1/auth/login`, `POST /v1/auth/refresh`, `GET/DELETE /v1/users/me` | Local session/token storage in SQLite runtime data. |
 | Canonical data store | Durable relational storage | Supported | Production SQLite runtime store (`services/api/data/production-minance.sqlite`) is active, with foundation/bootstrap status exposed at `GET /v1/system/storage` | JSON fixtures remain only for explicit test or fixture-import flows; see [JSON-to-SQLite runbook](./json-to-sqlite-migration-runbook.md). |
 | CSV import and mapping | Bank CSV ingestion with review, mapping, diagnostics | Supported | Implemented import workflow (`/v1/imports*`) with processed-row editor and dedupe | Deterministic parser + manual mapping/editing when heuristics/AI confidence is low. |
-| Legacy Minance migration | Import from legacy Minance SQLite DB | Supported | `POST /v1/migrations/minance/sqlite` and migration report endpoint are implemented | Requires host `sqlite3` CLI. If unavailable, operator uses CSV import path. |
 | Transactions lifecycle | Create/edit/delete and filter transactions | Partially supported | Manual CRUD and query filters are implemented (`/v1/transactions*`) with canonical day-boundary semantics documented in [`transaction-date-day-boundary-semantics.md`](./transaction-date-day-boundary-semantics.md) | Bulk operations, review workflows, and parity details tracked by open parity tasks. |
 | Categories and rules | Category CRUD, strategy tuning, mapping rules | Partially supported | Category list/create/update/delete, rules create, strategy get/update implemented | Group/type/budget parity and full Categories-tab parity are tracked separately. |
 | Accounts workflows | Dedicated accounts onboarding/settings flows | Partially supported | Accounts API create/update/list, supported-type, balance-history, and manual-adjustment endpoints are implemented (`/v1/accounts*`), while the Accounts tab UI is still placeholder | Manual/CSV provider fallback remains default; deeper account UX/settings/archive flows are tracked by open tasks. |
@@ -34,7 +33,7 @@ This document defines how Minance Next maps Copilot-style product expectations t
 - Required runtime dependencies:
   - Node.js runtime for web/API.
 - Optional dependencies:
-  - `sqlite3` CLI for legacy migration flow and SQLite foundation bootstrap/validation.
+  - `sqlite3` CLI for SQLite foundation bootstrap/validation.
   - AI provider APIs (OpenAI/OpenRouter/Anthropic/Google) only when the operator/user configures BYOK keys.
 - Explicitly non-required for baseline operation:
   - Proprietary bank-link providers.
@@ -55,7 +54,7 @@ This document defines how Minance Next maps Copilot-style product expectations t
   - [`self-host-operations-runbook.md`](./self-host-operations-runbook.md)
   - [`self-host-breaking-migration-guide.md`](./self-host-breaking-migration-guide.md)
 - App remains usable without any AI keys:
-  - import, manual transaction CRUD, analytics, categories, and migration UI continue to function.
+  - import, manual transaction CRUD, analytics, and categories continue to function.
 - Development defaults:
   - optional dev/test account seeding (can be disabled via env).
 

diff --git a/justfile b/justfile
@@ -156,11 +156,3 @@ seed-fixture:
     pnpm seed:fixture -- --target services/api/test/fixtures/deterministic-financial-store.json
     just _prepare-dev-data
     just _prepare-test-data
-
-# Load data from the legacy API into the dev database
-seed-legacy-api:
-    just --dotenv-filename .env.development _seed-legacy-api
-
-[private]
-_seed-legacy-api:
-    pnpm seed:legacy-api -- --base-url http://10.0.0.20:18080 --start 2024-01-01 --end 2026-12-31
diff --git a/package.json b/package.json
@@ -15,7 +15,6 @@
     "migrate:sqlite": "tsx scripts/migrate-json-to-sqlite.ts",
     "validate:sqlite": "tsx scripts/validate-json-vs-sqlite.ts",
     "seed:fixture": "tsx scripts/seed-deterministic-fixture.ts",
-    "seed:legacy-api": "tsx scripts/load-legacy-api.ts",
     "docs:api": "tsx scripts/generate-api-docs.ts",
     "guardrails": "tsx scripts/run-guardrails.ts",
     "test:test-first": "node --test scripts/check-root-script-binaries.test.mjs && env NODE_ENV=test tsx --test scripts/check-frontend-test-first.test.ts && env NODE_ENV=test tsx --test scripts/run-with-open-ports.test.ts && env NODE_ENV=test tsx scripts/check-frontend-test-first.ts",

diff --git a/packages/domain/src/constants.ts b/packages/domain/src/constants.ts
@@ -8,9 +8,7 @@ export const IMPORT_STATUSES = [
   "failed"
 ];
 
-export const SOURCE_TYPES = ["imported", "manual", "migrated"];
-
-export const DIRECTIONS = ["debit", "credit"];
+export const SOURCE_TYPES = ["imported", "manual"];
 
 export const AI_PROVIDERS = {
   openai: {

diff --git a/scripts/load-legacy-api.ts b/scripts/load-legacy-api.ts
diff --git a/scripts/sqlite-cutover-lib.ts b/scripts/sqlite-cutover-lib.ts
@@ -64,32 +64,30 @@ export const STORE_TABLE_SPECS = [
     sampleKey: { source: "id", table: "id" },
     mapRow: (row) => ({
       id: row.id ?? null,
-      user_id: row.user_id ?? row.userId ?? null,
-      account_id: row.account_id ?? row.accountId ?? null,
-      account_key: row.account_key ?? row.accountKey ?? null,
-      source_type: row.source_type ?? row.sourceType ?? null,
-      source_file_id: row.source_file_id ?? row.sourceFileId ?? null,
-      transaction_date: row.transaction_date ?? row.transactionDate ?? null,
-      post_date: row.post_date ?? row.postDate ?? null,
-      merchant_raw: row.merchant_raw ?? row.merchantRaw ?? null,
-      merchant_normalized: row.merchant_normalized ?? row.merchantNormalized ?? null,
+      user_id: row.user_id ?? null,
+      account_id: row.account_id ?? null,
+      account_key: row.account_key ?? null,
+      source_type: row.source_type ?? null,
+      source_file_id: row.source_file_id ?? null,
+      transaction_date: row.transaction_date ?? null,
+      post_date: row.post_date ?? null,
+      merchant_raw: row.merchant_raw ?? null,
+      merchant_normalized: row.merchant_normalized ?? null,
       description: row.description ?? null,
       amount: toFiniteNumber(row.amount),
       currency: row.currency ?? null,
       direction: row.direction ?? null,
-      category_raw: row.category_raw ?? row.categoryRaw ?? null,
-      category_final: row.category_final ?? row.categoryFinal ?? null,
-      category_coarse: row.category_coarse ?? row.categoryCoarse ?? null,
-      category_emoji: row.category_emoji ?? row.categoryEmoji ?? null,
-      category_confidence: toFiniteNumber(row.category_confidence ?? row.categoryConfidence),
-      category_strategy: row.category_strategy ?? row.categoryStrategy ?? null,
-      needs_category_review: toNullableBooleanInt(
-        row.needs_category_review ?? row.needsCategoryReview
-      ),
+      category_raw: row.category_raw ?? null,
+      category_final: row.category_final ?? null,
+      category_coarse: row.category_coarse ?? null,
+      category_emoji: row.category_emoji ?? null,
+      category_confidence: toFiniteNumber(row.category_confidence),
+      category_strategy: row.category_strategy ?? null,
+      needs_category_review: toNullableBooleanInt(row.needs_category_review),
       memo: row.memo ?? null,
-      dedupe_fingerprint: row.dedupe_fingerprint ?? row.dedupeFingerprint ?? null,
-      created_at: row.created_at ?? row.createdAt ?? null,
-      updated_at: row.updated_at ?? row.updatedAt ?? null,
+      dedupe_fingerprint: row.dedupe_fingerprint ?? null,
+      created_at: row.created_at ?? null,
+      updated_at: row.updated_at ?? null,
       payload_json: JSON.stringify(row ?? {})
     })
   },
@@ -346,22 +344,6 @@ export const STORE_TABLE_SPECS = [
       payload_json: JSON.stringify(row ?? {})
     })
   },
-  {
-    storeKey: "migrationRuns",
-    tableName: "migration_runs",
-    keyColumns: ["id"],
-    sampleKey: { source: "id", table: "id" },
-    mapRow: (row) => ({
-      id: row.id ?? null,
-      user_id: row.userId ?? row.user_id ?? null,
-      status: row.status ?? null,
-      sqlite_path: row.sqlitePath ?? row.sqlite_path ?? null,
-      created_at: row.createdAt ?? row.created_at ?? null,
-      updated_at: row.updatedAt ?? row.updated_at ?? null,
-      report_json: toJsonOrNull(row.report),
-      payload_json: JSON.stringify(row ?? {})
-    })
-  },
   {
     storeKey: "auditEvents",
     tableName: "audit_events",

diff --git a/services/api/data/development-minance.sqlite b/services/api/data/development-minance.sqlite
diff --git a/services/api/data/test-minance.sqlite b/services/api/data/test-minance.sqlite
diff --git a/services/api/sql/schema.sql b/services/api/sql/schema.sql
@@ -247,17 +247,6 @@ CREATE TABLE IF NOT EXISTS investment_snapshots (
   payload_json TEXT NOT NULL
 );
 
-CREATE TABLE IF NOT EXISTS migration_runs (
-  id TEXT PRIMARY KEY,
-  user_id TEXT NOT NULL,
-  status TEXT,
-  sqlite_path TEXT,
-  created_at TEXT,
-  updated_at TEXT,
-  report_json TEXT,
-  payload_json TEXT NOT NULL
-);
-
 CREATE TABLE IF NOT EXISTS audit_events (
   id TEXT PRIMARY KEY,
   user_id TEXT NOT NULL,

diff --git a/services/api/src/analytics.ts b/services/api/src/analytics.ts
@@ -55,19 +55,9 @@ function resolveTxnCategory(resolveCategory, txn) {
 
 function normalizeTransactionForAnalytics(txn) {
   const rawAmount = Number(txn?.amount ?? 0);
-  const amount = Number.isFinite(rawAmount) ? Math.abs(rawAmount) : 0;
+  const amount = Number.isFinite(rawAmount) ? rawAmount : 0;
   const rawDirection = String(txn?.direction || "").trim().toLowerCase();
-
-  let direction = "outflow";
-  if (rawDirection === "inflow" || rawDirection === "outflow") {
-    direction = rawDirection;
-  } else if (rawDirection === "credit") {
-    direction = "inflow";
-  } else if (rawDirection === "debit") {
-    direction = "outflow";
-  } else if (rawAmount > 0) {
-    direction = "inflow";
-  }
+  const direction = rawDirection === "inflow" ? "inflow" : "outflow";
 
   return {
     ...txn,

diff --git a/services/api/src/auth.ts b/services/api/src/auth.ts
@@ -275,7 +275,6 @@ export function deleteUser(userId) {
   store.aiProviderPreferences = store.aiProviderPreferences.filter((entry) => entry.userId !== userId);
   store.assistantQueries = store.assistantQueries.filter((entry) => entry.userId !== userId);
   store.savedViews = store.savedViews.filter((entry) => entry.userId !== userId);
-  store.migrationRuns = store.migrationRuns.filter((entry) => entry.userId !== userId);
   store.auditEvents = store.auditEvents.filter((entry) => entry.userId !== userId);
 
   saveStore(store);