Monthly summary:
- GET /api/summary/monthly returns income, bills, actuals, one-time
expense totals and surplus/deficit for a given month
- MonthlySummary page shows stat cards and breakdown table
Annual overview:
- AnnualOverview page fetches all 12 months in parallel via Promise.all
- Year navigation, summary cards, monthly table with totals row
- Fix: normalize nested API response to flat fields expected by component
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GET /api/summary/monthly returns income, bills, actuals,
and one-time expense totals. Summary page shows stat cards
and a breakdown table with surplus/deficit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Year-at-a-glance table with monthly income, bills, variable
spending, and surplus/deficit. Fetches all 12 months in parallel.
Summary cards show annual totals.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- One-time expenses: paid toggle, delete, and inline add form in
paycheck columns (wired to POST/DELETE/PATCH /api/one-time-expenses)
- Variable spending actuals section with category select, amount,
note, date fields; actuals included in remaining balance
- Both Phase 3 features fully integrated into PaycheckView
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
API for expense categories and actuals with full CRUD.
Paycheck view shows actuals section and includes them in
remaining balance calculation.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
API for adding, removing, and marking one-time expenses paid.
Paycheck view supports inline add form and paid/delete actions.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Auto-generates paycheck records from config and active bills.
GET /api/paychecks auto-generates if month not yet created.
Idempotent generation preserves existing paid status.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Full REST API for bill definitions with validation.
Bills page supports add, edit, toggle active, and delete.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GET/PUT /api/config for pay dates and amounts.
Settings page fetches and saves configuration.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
All tables per PRD data model with default config seeds.
Migration runner tracks applied migrations in DB.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Sets up the full monorepo structure with:
- Multi-stage Dockerfile (client-build + production stages)
- docker-compose.yml for production, docker-compose.dev.yml overlay for development
- Express server (port 3000) with pg pool, health route, and SPA static file serving
- React 18 + Vite client with react-router-dom v6, nav bar, and placeholder page components
- .env.example with PostgreSQL and app config
- Empty db/migrations/ directory for future migrations
- CLAUDE.md updated with development workflow commands
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Document commit-per-task, documentation hygiene, and td lifecycle requirements
for all agents working in this repo.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
