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, not yet pushed. 446 tests passing, bunx tsc --noEmit clean, bun run build succeeds on both the live-fetch and offline paths.

Schema is at version 3. v1 -> v2 made allocation rules a dated series; v2 -> v3 moved currencies into the dataset. Both migrations are behaviour-preserving by construction and tested as such.

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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 task log in .superpowers/sdd/2026-09-02-versioned-allocation-rules/ records every deviation from the original briefs with its reasoning. Four of them fixed real defects in the brief code — JSX that would not compile, a component that pre-filled the previous post's rule, a number field that could not be cleared, and missing validation that let a NaN allocation into the fold.

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.