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Add start_date to financing plans and protect paid paychecks from refresh

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- Migration 004: adds start_date column to financing_plans (DEFAULT CURRENT_DATE)
- generatePaychecks: skips financing plans whose start_date is after the target month
- buildVirtualPaychecks: same start_date guard for virtual previews (already applied)
- generatePaychecks upsert: preserves gross/net when paycheck has any paid bills
- financing.js POST/PUT: accept and store start_date
- Financing.jsx: add Start Date field to create/edit form (defaults to today)
- CLAUDE.md: document start_date guard and paid-paycheck refresh protection

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Iswa Iswa
2026-03-19 20:37:37 -04:00
parent 72c2e0a0c7
commit 119d53c33a
4 changed files with 46 additions and 12 deletions
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CLAUDE.md
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@@ -61,8 +61,8 @@ The default route `/` renders the paycheck-centric main view (`client/src/pages/
**Variable amount bills:** Bills with `variable_amount = true` require the amount to be entered each month in the paycheck view (stored as `amount_override` on `paycheck_bills`). The bill's `amount` field serves as an optional typical/estimated value.
**Lazy paycheck generation:** `GET /api/paychecks` returns virtual (unsaved) data with `id: null` when no DB record exists for the month. Paychecks are only persisted when the first interaction occurs (bill toggle, expense add, etc.). The "↺ Refresh amounts" button on the paycheck view re-runs `POST /api/paychecks/generate` to sync gross/net from current Settings. Individual paycheck gross/net can also be edited inline via the pencil icon.
**Lazy paycheck generation:** `GET /api/paychecks` returns virtual (unsaved) data with `id: null` when no DB record exists for the month. Paychecks are only persisted when the first interaction occurs (bill toggle, expense add, etc.). The "↺ Refresh amounts" button on the paycheck view re-runs `POST /api/paychecks/generate` to sync gross/net from current Settings — but gross/net are never overwritten when the paycheck already has any paid bills, preserving historical income values. Individual paycheck gross/net can also be edited inline via the pencil icon.
**Financing:** `GET/POST /api/financing`, `PUT/DELETE /api/financing/:id`, `PATCH /api/financing-payments/:id/paid`. Plans track a total amount and payoff due date. Payment per period is auto-calculated as `(remaining balance) / (remaining periods)`. Split plans (`assigned_paycheck = null`) divide each period's payment across both paychecks. Plans auto-close when fully paid. Financing payments are included in the paycheck remaining balance.
**Financing:** `GET/POST /api/financing`, `PUT/DELETE /api/financing/:id`, `PATCH /api/financing-payments/:id/paid`. Plans track a total amount, payoff due date, and `start_date`. Payment per period is auto-calculated as `(remaining balance) / (remaining periods)`. Split plans (`assigned_paycheck = null`) divide each period's payment across both paychecks. Plans auto-close when fully paid. Financing payments are included in the paycheck remaining balance. `start_date` prevents a plan from appearing on paycheck months before it was created — both virtual previews and `generate` respect this guard.
**Migrations:** SQL files in `db/migrations/` are applied in filename order on server startup. Add new migrations as `00N_description.sql` — they run once and are tracked in the `migrations` table.