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 feature worktree state: budget folders and recurring cost placement are implemented. 712 tests passing across 55 files. bunx tsc --noEmit is clean; bun run --bun build succeeds using the committed seed rates when live-fetch is unavailable. The runtime override bypasses a broken local Bun shim.

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 adds budget folders and assigns existing posts and recurring bills a deterministic mixed sibling order under Unfiled. All seven are behaviour-preserving by construction — not one changes a stored figure — and are tested as such.

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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Optional monthly income forecast

Add a user-controlled toggle that predicts a month's income from earlier months. For each earlier month, divide its recorded income by that month's number of workdays; average those per-workday figures, then multiply by the target month's workdays. Let the owner adjust the prediction when income changes, for example after a raise, without rewriting recorded income or earlier months. Show predicted and entered income distinctly, and keep budgeting based on entered income unless the owner explicitly chooses otherwise. Before implementation, settle whether workdays mean Monday–Friday only or exclude local holidays, and whether an adjustment applies to one month or all future predictions.

1. Folder rename blur during an in-flight save

A folder name draft can remain unsaved if the owner changes it while a rename save is in flight and then blurs the field before that save finishes. Preserve the newer draft and ensure the blur requests a subsequent save after the pending write completes. Cover the delayed-write sequence with a UI interaction test, including the final persisted name and any surfaced write error.

2. Recurring split editor interaction coverage

RecurringSplitEditor has coverage for destination selection and dedicated post creation, but its rendered split mode and value controls lack a focused interaction test. Exercise the real controls to switch percentage/fixed mode and edit a split value, then assert the resulting splits and remainder behavior. Keep this scoped to the editor's user interaction; domain split calculations already have their own tests.

3. 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.

4. 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.

5. 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.

6. 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.
• 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.