Lucas Winther f8591fdc57 feat(types): occurrenceDate is optional, stepFrom takes anchoring
A lastCharge cost has no grid of slots, so a purchase against one settles
nothing — its own date is the whole story. occurrenceDate stays required for
calendar, where a slot is exactly what a payment settles.

stepFrom needs the anchoring because everyNMonths means two different things:
a month-granular grid under calendar, a day-precise clamped step under
lastCharge. The lastCharge branch only takes the day-precise path when its
input actually carries a day (date !== monthOf(date)) — a still-unconfirmed
or paid-on-schedule everyNMonths cost has no day to be precise about yet
(its startDate is documented as month-only), and without this guard the
existing walk crashes calling addMonthsToDate on a bare month. This also
means an off-schedule confirmation that rebases the series now correctly
stays day-precise afterward, which updates one pre-existing occurrencesOf
expectation (I3's "paying after the month" case) to match.

Three call sites read source.occurrenceDate as definite and are rewritten
properly in later tasks (3, 5, 6); each gets a narrow scaffolding guard
with a `// rewritten in Task N` comment rather than a cast or `!`.
2026-09-05 01:03:57 +02:00

Budget 2.0

A personal budgeting PWA. Envelope-style monthly budgets with rollover, split purchases, finance plans, multi-currency, and JSON/ODS export. All data lives in your browser — there is no server and no account.

Development

bun install
bun run dev               # dev server with hot reload, on :3000
bun test                  # run the test suite
bun run build             # production build into dist/

Self-hosting with Docker

docker build -t budget2 .
docker run --rm -p 3000:3000 budget2

To serve from a subpath, build and run with BUN_PUBLIC_BASE_PATH:

docker build -t budget2 --build-arg BUN_PUBLIC_BASE_PATH=/budget/ .
docker run --rm -p 3000:3000 -e BUN_PUBLIC_BASE_PATH=/budget/ budget2

GitHub Pages

Pushing to main builds and deploys to Pages automatically, using /<repository-name>/ as the base path. Enable Pages with "GitHub Actions" as the source in the repository settings.

Your data

Everything is stored in this browser's IndexedDB. Export regularly from Settings → Your data: the JSON export is both your backup and how you move your budget to another device.

Both destructive actions there — Import, and "Reset everything" — download a backup of your current data before replacing it, and abort if that download fails. Reset puts the app back to a brand-new install: the three starter posts, the DKK/USD/EUR currency table, this month at zero income, no purchases.

Known limitations

  • Data is per-browser. There is no account and no sync. If you clear this browser's site data, or move to a different browser or device, your budget is gone unless you exported it first. The JSON export is not just a nice-to-have backup — it is the only way to move a budget between devices.
  • Installing and offline use are unverified. The manifest ships the SVG plus 192×192 and 512×512 PNG icons, and the service worker demonstrably installs, activates and precaches every asset — but nobody has yet confirmed that Chrome offers its "Install app" prompt, or loaded the app with the network actually cut. It works as a regular tab regardless.

Documentation

  • docs/ARCHITECTURE.md — layers, data flow, and why the non-obvious choices are what they are.
  • docs/PRODUCT.md — who this is for and what must never break.
  • AGENTS.md — the rules for changing this codebase, and the test that catches each one when broken. CLAUDE.md and GEMINI.md point at it.
  • docs/DECISIONS.md — an index of the choices that shaped the app, and what each was chosen over.
  • docs/TODO.md — what is still queued.
  • docs/specs/ — one design document per piece of work, each recording the alternatives that were rejected.
  • docs/plans/ — task-by-task implementation plans.
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