- PATCH paycheck-bills/:id/paid: variable bills now preserve amount_override
rather than overwriting it with b.amount (which may be null/0). Fixed bills
continue to lock in b.amount on paid and clear on unpaid.
- generatePaychecks: revert gross/net protection — refresh always updates
gross/net from current settings as originally intended.
- CLAUDE.md: remove gross/net protection note; add td approve sub-agent rule.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace new Date(date_string) + getFullYear/getMonth with direct string
parsing (split('-').map(Number)) so month comparisons are never shifted
by UTC offset. Affects both buildVirtualPaychecks and generatePaychecks.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
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>
