budget2.0/docs/TODO.md

TODO

Work still queued, for whoever picks it up next, human or agent. Ordered. Each item says enough to act on without re-deriving the reasoning.

Finished work is not listed here. It is in the commit messages, and the decisions behind it are in docs/specs/ — one spec per sub-project, each recording the alternatives that were rejected. Rules that outlived their task moved to AGENTS.md.

Current state: merged to main. 730 tests passing, bunx tsc --noEmit clean, bun run build succeeds on both the live-fetch and offline paths.

Schema is at version 8. v1 -> v2 made allocation rules a dated series; v2 -> v3 moved currencies into the dataset; v3 -> v4 drops a stored rate-service URL that can no longer work; v4 -> v5 adds sterling to an existing dataset; v5 -> v6 collapses per-currency decimals into one dataset-wide setting; v6 -> v7 adds Dataset.recurring; v7 -> v8 moves a lastCharge cost off slots — it strips occurrenceDate from every anchored charge and expands a month-only startDate on an anchored everyNMonths cost to a day-granular one. Unlike the first six, this step is NOT behaviour-preserving by construction: an anchored cost's projected due dates genuinely change shape, because they no longer come from a grid at all. It is still tested, the same as the others.

A migration applies on load, in memory; it is written back on the next mutation, not by load() itself. So a freshly migrated dataset shows the new shape immediately while IndexedDB still holds the old version for a while. That is not a bug, but it will mislead you if you verify a migration by reading IndexedDB instead of the app.

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1. Visual redesign, sub-project 3 — Year, Summary, Post detail

The owner's brief for the whole redesign: "right now it looks a bit boring, simple and ugly. We want sleek, modern, and nice to use." On scoping: both themes with a toggle, a full rethink of every screen, purchases compact and grouped by date, ship a webfont — and "override everything you want for this step."

Sub-projects 1 (design foundation, bb3c661) and 2 (month view, 7b71811) are done, each with a spec in docs/specs/. These three screens are on the new foundation but have not been rethought. The open question is the 12-month matrix: it only fits by scrolling, and compact number formatting may be what replaces that rather than a scroll container.

The diagnosis that shaped the decomposition, which still applies: a design system already existed and was never wired up. src/index.css defined the paper/ink/teal palette with a contract document behind it, while the app painted shadcn's default white and near-black; the tokens reached the screen in two places only. Doing the foundation last is how that happened. Do not repeat it — extend the foundation rather than styling a screen locally.

Three things sub-project 2 settled that these screens should inherit rather than re-decide (spec: 2026-09-02-month-view-design.md):

• Meter geometry lives in src/ui/meterSegments.ts, pure and tested, with <Meter> as the only thing that paints it. A third meter belongs there too, not inline in a component. Negatives clamp rather than invert, because a segment of negative width puts the gradient's stops out of order and paints something arbitrary instead of failing.
• Two markups, not one reflowing grid. The post table is a real <table> from sm: up and a list of two-line blocks below it. At 390px the layout genuinely stops being a table, and role="table" on it would describe rows and columns that no longer exist on screen. The year matrix faces the same question with more columns to lose.
• State the currency once per table, not per cell. Every figure in the post table is base currency, so formatSignedAmount prints bare numbers and the legend names DKK once. This is what stopped "+4,219.61 DKK" wrapping on a phone. formatMoney is still right wherever an amount can be in some other currency — every purchase row, for one.

2. Visual redesign, sub-project 4 — dialogs and fast entry

Untouched. Native <select> elements are still browser-default, and up / down / archive in Settings are bare text buttons. Covers the purchase dialog, the split editor, the plan editor and bulk entry.

There is already a spec for fast-entry behaviour — 2026-09-02-fast-entry-refinements-design.md. Read it before restyling, so the visual work does not fight it.

3. Currency work deliberately left undone

All three were decided against at the time, not forgotten. Reopen only with a reason.

• The income field and the split editor's fixed-amount fields do not parse a currency — only the purchase total does. Same helper (parseMoneyInput), same three-line pattern. The income field is arguably wrong to make multi-currency at all, since a month has one income.
• No currency picker convenience. Adding a currency means typing the code, name, symbol and decimals by hand. A bundled ISO 4217 list would be nicer, and is pure data.
• Symbol collisions resolve to the first currency defined with that symbol. Fine for one "$" currency; if the owner adds two, typing the code disambiguates and nothing warns them. Tested, documented, not solved.

4. Nobody has independently reviewed the rule-history editing surfaces

Tasks 3-6 of the versioned-allocation-rules work — setRuleFrom / removeRuleFrom, the JSON import validation, the Settings rule-history editor, and the month view's "change from here" — were executed by hand rather than dispatched, and no second pair of eyes has been over the diff.

Worth reading first: the four commit messages, de128e3, 1cb91d3, e3023d0 and f94e458. They record why each surface works the way it does, including three of the four places the original briefs were wrong — a number field that could not be cleared, a component that kept the previous post's rule because it was not keyed, and missing validation that let a NaN allocation into the fold.

(The fuller task log lived in a tool-managed ledger under .superpowers/, which ignores its own contents and was never part of the repository. This file used to send readers there, which worked only on the machine that wrote it.)

Both surfaces have since been seen working in a browser. What is missing is review, not verification.

5. Still needs a human

scripts/screenshot.ts drives headless Chrome, so this list is much shorter than it was. Already seen and confirmed working: the carry meter (including red where a post is overspent), the rule-history editor, "change from here", the baked FX rates arriving in a fresh dataset, the reset writing a fresh dataset to IndexedDB, and every route at desktop and mobile widths in both themes.

Genuinely outstanding:

• How it looks and feels. A screenshot proves a layout is not broken. It cannot tell you the design is good, and the container's fonts are not the owner's fonts.
• Offline behaviour and the install prompt. The service worker itself is no longer unverified: it demonstrably installs, activates, claims the page, precaches all 11 assets, and applies an update cleanly (e6da85e). What is still unverified is a real offline load with the network actually cut, and Chrome's install prompt appearing.
• The pre-destructive backup actually landing as a file. Import and reset both download a JSON backup before replacing the dataset, and only proceed when that reports success — but headless Chrome's download is not observable here, so the backup is issued, never confirmed openable.
• The generated .ods opening in a real spreadsheet. Validated structurally: mimetype first and stored, well-formed XML, numeric cells.
• Keyboard flow in fast entry — Tab traversal, Backspace-to-remove, and focus placement after a row auto-appends. Drivable over CDP in principle; not yet done.
• GitHub Actions has never been executed.
• Whether two-stage confirmation matches how the owner actually reconciles a bank statement. Recurring costs (docs/specs/2026-09-03-recurring-costs-design.md) project expected occurrences and require a click to turn one into a real purchase, rather than charging automatically. That is a product bet a week of real use answers and no test can.
• Whether the anchored (lastCharge) model actually matches how the owner's phone plan bills. The design (docs/specs/2026-09-05-recurring-costs-anchored-model.md) rebases the series on whatever was last charged, restarting the clock every time — a reasonable model of "refreshes when the data runs out", built from the owner's own description rather than from watching a real bill arrive. Only a cycle or two of real use confirms the shape is right.
• The overdue count against a large, real backlog. ExpectedBand counts unconfirmed occurrences from earlier months, and demo data does now accumulate a modest one (a few months of an unconfirmed monthly bill plus a biweekly one, ~14 occurrences by September) that renders without incident. Nobody has seen the count or the layout against years of neglect or dozens of distinct bills.