Export ordinal/formatCurrency/formatPayDate for direct testing. Tests cover
pure function formatting, virtual/saved rendering, preview banner, error state,
month navigation (including year wrap), bill display, remaining balance, and
gross/net amounts. Uses vi.useFakeTimers({ toFake: ['Date'] }) to control
current date without faking setTimeout (which would break RTL's waitFor).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Data model:
- Migration 003: financing_plans and financing_payments tables
- Plans track total amount, due date, paycheck assignment (1, 2, or split)
- Payments linked to paycheck records, one per period
Payment calculation:
- Auto-calculated: (total - paid_so_far) / remaining_periods
- Split plans halve the per-period amount across both paychecks
- Recalculates each period as payments are made
Financing page (/financing):
- Create/edit/delete plans with name, amount, due date, paycheck assignment
- Progress bar showing paid vs total
- Overdue badge when past due with remaining balance
- Paid-off plans moved to a separate section
Paycheck view:
- New Financing section per column with payment checkbox
- Overdue badge on individual payments
- Running paid/total shown in bill meta
- Financing payments included in remaining balance calculation
- Auto-closes plan and reloads when fully paid off
- Lazy generation works: first interaction generates paycheck and payment records
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Migration 002: variable_amount boolean column on bills (default false)
- Bills form: 'Variable amount' checkbox; amount field becomes optional
'Typical amount' when checked; table shows 'varies (~$X)' and a 〜 badge
- Paycheck view: variable bills show a pencil edit button to enter the
month's actual amount, stored as amount_override on paycheck_bills
- New PATCH /api/paycheck-bills/:id/amount endpoint
- Lazy generation still works: setting an amount on a virtual paycheck
generates it first then saves the override
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- GET /api/paychecks returns virtual data (id: null) without writing to
DB when no records exist for the month
- First interaction (bill toggle, OTE add, actual add) lazily calls
POST /api/paychecks/generate to persist the paycheck
- New PATCH /api/paychecks/:id to update gross and net
- Regenerate/refresh button syncs gross/net from current Settings
- Inline pencil edit for gross/net on each paycheck column header
- 'preview' badge and info banner shown for unsaved months
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- CSS custom properties design system with full light/dark themes
- ThemeContext with localStorage persistence and system preference detection
- Theme toggle button in nav (moon/sun icon)
- Modern Inter font, card-based layout, sticky nav
- All pages restyled with CSS classes instead of inline styles
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>
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>
