Commit Graph
12 Commits
Author SHA1 Message Date
Lucas WintherandClaude Opus 5 0c9df88a45 fix(recurring): refuse a confirmation date that stops the series
A confirmation is an ordinary Purchase, and the ordinary purchase dialog can
edit its date. Under lastCharge anchoring that date is what the walk measures
the next occurrence from, so moving it back more than a cycle made the walk
step backwards and throw out of foldBalances -- every month route, the year
view and the summary down at once, from an edit that never mentioned recurring
costs.

updatePurchase is the write that can invalidate an already-valid confirmation,
so it now asks wouldAdvancePast -- the same helper ExpectedBand asks before
offering a row -- and refuses the edit instead. The walk's throw is unchanged:
a step that lands backwards really is bad data, and this stops it being
created. A purchase with no source is not checked at all, and a source naming
a cost that no longer exists falls through.

PurchaseDialog was closing on save regardless of the outcome, with its
useMutate error rendered nowhere, so a refusal looked like a save that did
nothing. mutate now reports whether the write landed, and the dialog stays
open and shows the reason when it did not.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-04 23:55:38 +02:00
Lucas Winther b276573ffe feat(recurring): datable cancellation via an "Ends" column
Gap 2 (spec §10): endedFrom is typed as any IsoDate and the spec calls it
"cancellation", but Settings only ever wrote currentMonth — backdating or
forward-dating a cancellation was import-only.

Add an "Ends" column beside "Starts" in the Recurring costs table, edited and
validated the same way (isValidEndedFrom — no granularity rule, per §10, but
still refuses a calendar-impossible date like "2026-02-30"). Empty means "not
ended" and clears the cancellation.

Coherence rule: `archived` mirrors "endedFrom is set". setRecurringCostEndedFrom
is the one place that now enforces it — endRecurringCost and
restoreRecurringCost (the one-click row buttons) delegate to it, so the column
and the buttons can never leave a bill dimmed-but-live or ended-but-undimmed.

Also closes the same calendar-impossible gap in the JSON importer, which
checked endedFrom's shape but not its calendar validity, unlike startDate.
2026-09-04 08:46:57 +02:00
Lucas WintherandClaude Opus 5 042bc8597d fix(recurring): reject calendar-impossible startDate, not just wrongly-shaped (C1 residual)
requireStartDateGranularity (store/actions.ts) and its import-path twin
(export/json.ts) checked date SHAPE with a regex, not date VALIDITY, so
"2026-09-31" (September has 30 days) passed both and threw later out of
foldBalances instead of at the write boundary. isValidStartDate
(RecurringSection.tsx) had the same hole for a day-shaped value under
everyNMonths. Separately, monthOf's regex (domain/months.ts) was
unanchored at the end, so "2026-091" was silently read as September 2026.

Route day-shaped values through toDayOrdinal and month-shaped values
through monthOf (now anchored to accept only "YYYY-MM" or "YYYY-MM-DD" in
full, never a prefix) at all three write boundaries, converting whatever
they throw into each file's own error style.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-04 08:16:03 +02:00
Lucas Winther d1ccc65d72 fix(recurring): validate startDate granularity at both write paths (C1)
addRecurringCost and updateRecurringCost now reject a day-granular
recurrence (everyNDays/everyNWeeks) paired with a month-only startDate.
occurrencesOf hands startDate straight to addDays for those kinds, which
throws "Not a day-granular IsoDate" — reachable in two clicks by adding a
cost (always created as everyNMonths, startDate "YYYY-MM") and then
switching its unit in the dropdown without touching Starts.

updateRecurringCost checks the resolved pair (changes merged onto the
stored cost) on every call, not just one that touches recurrence or
startDate, since either field alone can break the pairing.

Also corrects endRecurringCost's doc comment: archiving does not hide a
recurring cost from the list, it dims it — the code already matches
PostsSection, only the comment was wrong (M6).
2026-09-04 07:57:23 +02:00
Lucas WintherandClaude Opus 5 bbe313b009 feat(store): recurring cost actions, and confirming an occurrence
confirmOccurrence writes an ordinary Purchase: the slot it claims goes in
source.occurrenceDate, the date the money moved goes on the purchase, and the
two differ whenever a bill is paid off schedule. Splits are copied rather than
shared, so editing the purchase cannot rewrite the cost.

endRecurringCost sets endedFrom AND archived, because they do different jobs —
one stops the projection, the other only hides the row. Archiving alone would
leave a cancelled bill projecting forever. Neither touches a past occurrence,
so no historical figure moves.

requireRecurrence rejects n below 1 and non-integers rather than clamping.
The walk terminates only if every step advances, and the importer is not the
only write path.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-03 18:08:32 +02:00
Lucas WintherandClaude Opus 5 8d2b2ca881 feat(money): one decimals setting for the dataset, not one per currency
`Settings.digits` replaces `CurrencyDef.digits`. Every amount rounds to it,
whatever its currency, and `digitsFor` is gone: the sixteen call sites read the
setting, and the domain functions that took a currency table purely to look
digits up take a `digits: number` instead. Schema 6.

The owner asked for this with the cost in front of them, and the cost is real:
a dataset mixing minor units cannot be described any more. Yen at 0 beside
kroner at 2 has no correct global value — 2 gives ¥1234.56, an amount yen
cannot represent; 0 rounds 49.95 DKK to 50 and drifts the carry from the bank.
Nothing in the app warns. docs/specs/2026-09-02-global-decimals-design.md
argues it in full, including what re-adding a per-currency override would take,
and AGENTS.md §1 now says not to reintroduce one without revisiting the
decision.

The 5 -> 6 step takes the MAXIMUM of the per-currency digits, not the base
currency's. A dataset holding a three-decimal currency already has
three-decimal amounts in it, and adopting the base's 2 would truncate the next
edit of one; the maximum can only keep more precision, never less. On every
dataset this app has written all four currencies record 2, so nothing rounds
differently than before.

Changing the setting does not rewrite stored amounts. 49.95 stays 49.95 and
shows as 50; totals recompute at the new precision. Rewriting each Money is a
destructive whole-dataset write, which §1 owes a backup export first, and it is
lossy one way.

Display turned out to be the hole in the plan. src/ui/format.ts pinned
minimumFractionDigits: 2 in a module-level Intl.NumberFormat, so it never read
the dataset at all — equally broken under per-currency digits, where a JPY
rendered "3,333.00", so a pre-existing gap rather than a regression. Shipping a
Settings control that display ignores would look broken at 0 and be lossy at 3,
hiding precision the dataset holds. So format.ts takes digits like roundMoney
does, useMoneyFormat() binds them for the 64 call sites, and postRowCells takes
the formatter as an argument because it is a plain helper, not a component.

currencyDigits.test.ts is rewritten rather than deleted. Driving a dataset at
ZERO decimals through rounding, both FX directions, both split modes, plan
division, the fold and the month view still tells a real implementation from
one assuming 2 — it just cannot prove per-currency flow, because there is none.
It also asserts that raising the setting to 2 changes what the fold produces.

Verified in Chrome, not only in tests: a v5 dataset with digits 2/0/3 written
straight into IndexedDB migrates to a setting of 3, the table loses its
Decimals column, and editing the control persists schema 6 with digits stripped
from each currency and income left at 20000.55. The same month reads 600/206 at
zero decimals and 600.000/205.561 at three, so the figures recompute rather
than merely reformat.

Not verified here: the .ods in a real spreadsheet.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-03 03:12:14 +02:00
Lucas WintherandClaude Opus 5 cdece63c68 feat: user-defined currencies, and amounts that carry their own currency
Two requests. The second is small; the first changed the money layer.

TYPING THE CURRENCY. The purchase total field now reads "30$" as thirty
dollars, "€25,50" as EUR 25.50, "250 kr" as DKK, "1.234,56 usd" as USD
1234.56, and sets the currency selector from what was typed. Entry speed is a
stated product feature and a second control per amount works against it.

The field is type="text", not type="number": a number input silently discards
anything non-numeric, so "30$" would never reach the parser. It keeps its own
text so a half-typed "30." stays as typed and only commits when it parses.

Separator handling is where parseMoneyInput earns its 26 tests. With both "."
and "," present the LAST is the decimal point, which covers "1.234,56" and
"1,234.56" without knowing a locale. With one, it groups thousands if exactly
three digits follow and is a decimal point otherwise — so "1,500" is fifteen
hundred and "1,5" is one and a half. Spaces group thousands only in
three-digit groups, because "30 40" is two amounts typed by mistake and
committing it as 3040 would be worse than rejecting it. An unrecognised
currency returns null rather than falling back: reading "30 GBP" as 30 DKK
would book money at the wrong currency.

USER-DEFINED CURRENCIES. `Currency` was a closed union and decimal places were
a module constant, so "add a currency" was a code change. Both now live in the
dataset: `Dataset.currencies` is the authority on which codes are valid, what
they are called, their symbol, and how many decimals they round to. Settings
grows a table to add, edit and remove them.

That forced the money layer open. `roundMoney` takes a DIGIT COUNT, not a
currency code, and every one of its ~29 call sites resolves digits from the
dataset via `digitsFor`. Making digits a required number rather than an
optional one with a default of 2 is the whole safety argument: every site
became a compile error the type checker enumerated for me, where a default
would have left each one silently correct for DKK/USD/EUR and silently wrong
for the first zero-decimal currency the owner adds.

Because every existing currency uses two decimals, a broken version of this
refactor would still pass all 356 previous tests. src/domain/currencyDigits.test.ts
is the oracle that cannot lie: a JPY-style zero-decimal currency driven through
roundMoney, both FX directions, both split modes, finance-plan division, the
fold, and the month view, asserting no figure has a fractional yen in it.

Guards that come with it, all tested:
- Codes are identity — they key the FX table and every stored Money — so they
  are normalised (" jpy " -> "JPY") and cannot be edited, only added/removed.
- A currency in use cannot be removed, and the refusal names what refers to
  it. The same reasoning as posts being archived rather than deleted: stored
  Money carries the code, and dangling references would make the import
  validator refuse the owner's own exported file. Removing an unused one takes
  its exchange rate with it, leaving no orphan row.
- The import validator now checks the currency table itself — codes, duplicate
  codes, integer decimals 0-4 — and validates every Money against it. That
  boundary check replaces the compile-time safety the closed union provided.
- parseFxResponse takes the accepted codes instead of a global constant, so a
  rate service returning dozens cannot put unreachable rows in the table.

Migration v2 -> v3 seeds the currency table. Behaviour-preserving by
construction: every currency that existed had two decimal places and the
seeded table records two, so not one stored amount can round differently than
it did before. An existing `currencies` field is kept rather than overwritten,
since a hand-edited file could already carry currencies the owner added.

Verified in the browser, not just in tests: JPY added through the real Settings
form with 0 decimals, and the five inputs above typed into the real purchase
field, each setting the right currency.

Two obsolete test helpers went away. plans.test.ts and actions.test.ts used to
monkey-patch the CURRENCY_DIGITS constant to prove the table was consulted;
digits are an argument now, so those tests just ask for zero decimals.
types.test.ts no longer asserts "the supported currencies are exactly DKK,
USD, EUR" — that stopped being a property of the code.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-02 15:52:11 +02:00
Lucas WintherandClaude Opus 5 b9be882c05 fix: four latent defects from TODO section 4
Each of these was recorded with its reasoning already settled; each is fixed
test-first, and two turned out to be worse than the note claimed.

EMPTY_FIGURES is frozen. figuresFor returns it by shared reference for every
(post, month) the fold has no entry for, so one consumer mutating its result
would have moved every other unknown row with it.

Split values now round by what they MEAN. A split's value is a percentage in
"percent" mode but MONEY in the purchase's currency in "fixed" mode; both were
rounded to a hardcoded 2 places. sliceTotal likewise rounded to DKK's minor
unit whatever currency the slices carried. Note this is narrower than TODO
claimed: round2 is still correct for Rule.percent, which is not money at all.
Neither bug is observable while every supported currency uses hundredths, so
the tests force CURRENCY_DIGITS for their duration.

confirmImport guards its write. A failed import was an unhandled rejection with
nothing shown; the dialog now reports it and keeps `pending` so the user can
retry. A source-level guard covers the whole UI, in the spirit of
eventCapture.test.ts.

The manifest has one definition. The dev placeholder did not merely hardcode
scope "/" — it was never served at all: the "/*" catch-all answered
/manifest.webmanifest with the HTML shell, as text/html, and /icon.svg too.
buildManifest moves to src/manifest.ts, the dev server generates both from the
base path, and the source file stays as a valueless resolution stub because
Bun.serve has no `external` option to skip the <link> href.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-02 14:25:35 +02:00
Lucas WintherandClaude Opus 5 de128e3c87 feat(store): add setRuleFrom and removeRuleFrom
setRuleFrom replaces rather than appends for a month that already has a
version, keeping the effective rule unambiguous, and keeps the series sorted.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-02 14:07:33 +02:00
Lucas Winther 68712e72a3 feat(domain): allocation rules become a dated series
Post.standingRule becomes Post.rules: RuleVersion[], resolved by ruleAt() as
the last version effective at or before a month. Per-month overrides still win
outright; a post with no applicable version allocates zero rather than
applying its earliest rule backwards.

allocationFor keeps its signature, so the fold, the views and the ODS export
are untouched. Settings gets a read-only rule summary for now; the history
editor follows.
2026-09-02 02:15:34 +02:00
Lucas WintherandClaude Opus 5 31f030fdea feat(ui): add settings for currency, rates, posts, and data
Rate fetching is optional and fails soft: any network or parse error
leaves cached rates untouched and shows a message, never throwing into
render. A cleared or non-positive FX rate input now calls the new
removeFxRate action instead of storing 0, since toBase() silently
converts a stored 0 to a 0-value conversion while an absent row
correctly throws MissingRateError. Posts are archived, never deleted.
Import downloads a backup of the current data before replacing it and
requires confirmation showing before/after counts.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-01 21:14:35 +02:00
Lucas WintherandClaude Opus 5 ccb97818d7 feat(store): add plan slicing and dataset actions
Every mutation is a pure function over a draft dataset, so the write
surface is unit-tested without React. Money amounts (income, purchase
totals, split values, schedule slices, fixed/percent rule amounts) are
rounded to their currency's minor unit before they land in the draft,
per CLAUDE.md's round-before-persisting rule -- actions.ts is the
single boundary every UI mutation passes through. FxRate.baseUnitsPerOne
is deliberately exempt: it is stored at six decimal places, not money.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-01 20:25:14 +02:00