68 lines
4.0 KiB
Markdown
68 lines
4.0 KiB
Markdown
# CLAUDE.md
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This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
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## Agent Workflow Rules
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- **Commit after every task**: When a task is complete, stage all changed files and create a git commit before marking the task done.
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- **Keep documentation current**: Update `CLAUDE.md` with any new commands, architecture details, or setup steps introduced by your task. Update `PRD.md` only if scope/design decisions changed.
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- **Mark tasks in td**: `td start <id>` when beginning, `td close <id>` when done.
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- **Only the orchestrator touches td**: Sub-agents must never call `td` commands directly. Concurrent `td` writes from parallel agents corrupt the SQLite database. The orchestrator handles all `td start`/`td close` calls before and after delegating to sub-agents.
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## Task Management
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This project uses `td` (a local CLI) for task tracking. At the start of each session:
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```bash
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td usage --new-session # required at conversation start or after /clear
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td usage -q # quick check for subsequent reads
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```
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Optional session labeling:
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```bash
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td session "name" # label the current session
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td session --new # force a new session in the same terminal context
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```
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Task state is stored in `.todos/issues.db` (SQLite).
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## Development
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**Run production stack (Docker):**
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```bash
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docker compose up
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```
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**Run development stack with live reload (Docker):**
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```bash
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docker compose -f docker-compose.yml -f docker-compose.dev.yml up
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```
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**Frontend only (Vite dev server):**
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```bash
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cd client && npm install && npm run dev
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```
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**Backend only (nodemon):**
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```bash
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cd server && npm install && npm run dev
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```
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## Application Structure
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The default route `/` renders the paycheck-centric main view (`client/src/pages/PaycheckView.jsx`). It shows the current month's two paychecks side-by-side with bills, paid status, one-time expenses, and remaining balance. Month navigation (prev/next) fetches data via `GET /api/paychecks?year=&month=`.
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**Theming:** `client/src/ThemeContext.jsx` provides light/dark mode via CSS custom properties on `[data-theme]`. Preference persists in `localStorage` and defaults to `prefers-color-scheme`. All design tokens live in `client/src/index.css`.
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**Charts:** Monthly Summary and Annual Overview use [Recharts](https://recharts.org) (SVG-based). Monthly Summary shows a spending breakdown donut and variable-by-category bar. Annual Overview shows income vs. spending, surplus/deficit trend, and stacked variable spending by category — all driven by the single `GET /api/summary/annual?year=` endpoint.
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**Bill amount locking:** When a `paycheck_bill` is marked paid, `amount_override` is set to the bill's current amount, locking in the historical value. Unmarking clears the override.
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**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.
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**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.
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**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.
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**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.
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