v2.0.2: generic storage names (app_db, app-state.json…) + rename script

.github/scripts/rename_app.py

@@ -0,0 +1,85 @@
+"""Rename the app everywhere a person sees its name — and nowhere else.
+
+    python3 .github/scripts/rename_app.py "NewName"            # dry run: list every change
+    python3 .github/scripts/rename_app.py "NewName" --apply    # make the changes
+    python3 .github/scripts/rename_app.py "NewName" --apply --initials NN   # pick favicon letters
+
+Run it on the rename branch right after merging the latest master into it, so it
+catches every place the name appears at that point (the redesign stack adds many).
+
+Changes:
+  - "FinLens"  -> NewName   (titles, header, footer, Settings, README, docs, messages)
+  - "FINLENS"  -> NEWNAME   (file header comments)
+  - the "FL" initials in the favicon -> the new name's initials
+
+Never changes (on purpose):
+  - lowercase "finlens": what's left is the GitHub repo name in URLs (gitluis/finlens)
+    and the old eval kind the app still accepts (published AI Eval results,
+    "finlens-ai-eval"). Storage itself has generic names since
+    v2.0.2 (app_db, app_fs, app_ keys, app-state.json), so a rename never
+    touches people's data.
+  - CHANGELOG history (only a new entry is added, by hand), published eval results
+    (docs/EVAL.md, docs/eval-results.json, docs/eval-runs/) and docs/archive/ —
+    past history stays as is.
+  - The GitHub repo name and URLs (rename the repo in Settings; GitHub redirects
+    old links).
+"""
+import pathlib, re, subprocess, sys
+
+if len(sys.argv) < 2 or sys.argv[1].startswith("-"):
+    sys.exit(__doc__)
+new = sys.argv[1].strip()
+apply = "--apply" in sys.argv[2:]
+if not re.fullmatch(r"[A-Za-z][A-Za-z0-9 ]{1,30}", new):
+    sys.exit("The new name must be 2-31 letters, digits or spaces, starting with a letter.")
+# Favicon initials: the capitals of the name ("FinLens" -> "FL", "Tally House" -> "TH"),
+# else its first letter ("Cuadre" -> "C"). Override with --initials XY.
+caps = re.findall(r"[A-Z]", new)
+initials = ("".join(caps[:2]) if len(caps) >= 2 else new[0].upper())
+if "--initials" in sys.argv:
+    initials = sys.argv[sys.argv.index("--initials") + 1][:2]
+
+root = pathlib.Path(__file__).resolve().parents[2]
+SKIP_FILES = {"CHANGELOG.md", "docs/EVAL.md", "docs/eval-results.json",
+              ".github/scripts/rename_app.py", ".github/bank-names.txt"}
+SKIP_PREFIXES = ("docs/eval-runs/", "docs/archive/")
+RULES = [
+    (re.compile(r"FinLens"), new),
+    (re.compile(r"FINLENS"), new.upper()),
+]
+
+files = subprocess.run(["git", "ls-files"], cwd=root, capture_output=True, text=True, check=True).stdout.split()
+changed_files, changes, kept = 0, 0, 0
+for rel in files:
+    if rel in SKIP_FILES or rel.startswith(SKIP_PREFIXES):
+        continue
+    path = root / rel
+    try:
+        text = path.read_text(encoding="utf-8")
+    except UnicodeDecodeError:
+        continue
+    kept += len(re.findall(r"finlens", text))
+    out_lines, n_file = [], 0
+    for i, line in enumerate(text.split("\n"), 1):
+        new_line = line
+        for rx, rep in RULES:
+            new_line = rx.sub(rep, new_line)
+        if rel == "index.html" and 'rel="icon"' in new_line:
+            new_line = new_line.replace(">FL</text>", f">{initials}</text>")
+        if new_line != line:
+            n = sum(len(rx.findall(line)) for rx, _ in RULES) or 1
+            n_file += n
+            if not apply:
+                print(f"{rel}:{i}: {line.strip()[:110]}")
+        out_lines.append(new_line)
+    if n_file:
+        changed_files += 1
+        changes += n_file
+        if apply:
+            path.write_text("\n".join(out_lines), encoding="utf-8")
+
+mode = "Changed" if apply else "Would change"
+print(f"\n{mode} {changes} occurrences in {changed_files} files (favicon initials: {initials}).")
+print(f"Left as is: {kept} lowercase 'finlens' (repo URLs, the old eval kind still accepted).")
+if not apply:
+    print("Dry run only. Add --apply to make the changes.")

.gitignore

@@ -1,13 +1,14 @@
 # Financial data — never commit real transaction exports or backups
 data/
-finlens-data.json
 # State backup (all transactions + settings), plus copies archived by "Start over" —
 # ignored wherever the CSV folder lives
-finlens-state.json
-finlens-state-backup-*.json
-# Settings exports and saved AI analyses
-finlens-export-*.json
-finlens-analysis-*.md
+app-state.json
+app-state-*.json
+app-state-backup-*.json
+# Settings exports and saved AI analyses / history
+app-export-*.json
+ai-analysis-*.md
+ai-history-*.md
 
 # macOS
 .DS_Store

CHANGELOG.md

@@ -5,6 +5,33 @@ Format follows [Keep a Changelog](https://keepachangelog.com/en/1.0.0/).
 
 ---
 
+## [2.0.2] — 2026-11-04
+
+### Changed — Storage names (start fresh after updating)
+- **Everything FinLens stores now has a generic name, not the app's,** so renaming the app never touches anyone's data:
+
+  | What | Up to v1.18.x | Now |
+  |---|---|---|
+  | IndexedDB (all data) | `finlens_db` | `app_db` |
+  | IndexedDB (connected folder) | `finlens_fs` | `app_fs` |
+  | localStorage keys | `finlens_*` | `app_*` |
+  | Backup file in your folder | `finlens-state.json` | `app-state.json` |
+  | Start over's backup copy | `finlens-state-backup-*.json` | `app-state-backup-*.json` |
+  | JSON export | `finlens-export-*.json` | `app-export-*.json` |
+  | Saved AI answer / history | `finlens-analysis-*.md`, `finlens-ai-history-*.md` | `ai-analysis-*.md`, `ai-history-*.md` |
+  | AI Eval results (`kind`) | `finlens-ai-eval` | `ai-eval-results` (old files still load) |
+
+- **Names only: nothing is copied from the old names** (decided 2026-11-04). After updating, FinLens opens empty. **Before updating, export JSON** (Settings → Data & reset). After: connect your folder or import your CSVs, then import that JSON. The old copies stay in the browser and folder until you remove them (browser site data; delete the old `finlens-state.json`).
+- **`.gitignore`** lists the new file names instead of the old ones. `data/` is still ignored as a whole; an old `finlens-state.json` or export kept anywhere else in the repo folder no longer is, so delete those (they hold your data, so don't leave them in the repo).
+- **CLAUDE.md §20:** the storage names and the old ones.
+
+### Technical — Rename
+- **Rename script** (`.github/scripts/rename_app.py`) for the name people see, once the new name is chosen: `python3 .github/scripts/rename_app.py "NewName"` lists every change (dry run), `--apply` makes them. It renames "FinLens" / "FINLENS" in titles, the app bar, the footer, Settings, messages, the README and current docs, and favicon letters if there are any. History stays as written: older CHANGELOG entries, published eval results, `docs/archive/`. The AI request doesn't contain the name, so a rename needs no eval re-run.
+- **Stacked on #51** (merged in), so the script and the storage names work on the redesigned code.
+- Part of the **v2.0 — Public launch** milestone. Left open on purpose until the name and domain are chosen; merge it before the GitHub Pages deploy.
+
+---
+
 ## [1.18.1] — 2026-11-02
 
 ### Docs