Section groups with collapsible headers + Sinking Funds section #11

New issue

Closed

opened 2026-04-17 12:39:20 -06:00 by claude-code · 0 comments

claude-code commented

2026-04-17 12:39:20 -06:00

Collaborator

Goal

Restructure the budget and month pages into four collapsible groups and introduce a Sinking Funds section for savings goals (emergency fund, car maintenance, Christmas, etc).

Groups

Group	Sections	Default open
Income	income	yes
Committed	fixed_bill, debt_minimum, Primary Debt Target card	no
Savings	sinking_fund (new)	no
Flexible	food, subscription, other	yes

Primary Debt Target sits inside the Committed group after Debt Minimums. It is not a section; it is a pseudo-row within Committed.

Income and Flexible are open by default because those are the sections users edit day to day. Committed and Savings collapse by default because they are set-and-forget.

Collapsibility

Use native HTML <details> / <summary> so no JavaScript is required. Chevron rotation via CSS on [open]. Per-page-load state only; no persistence across reloads (add localStorage later if needed).

New section

Section enum gains sinking_fund with label "Sinking Funds". An alembic migration covers the schema delta (the non-native enum is a VARCHAR with a CHECK, which needs a batch migration to update).

Group subtotals

Each group header displays its total alongside the group name.

Budget (/): single number per group, sum(section.amount) across the group's sections (debt target is excluded since its amount comes from a debt_minimum row already counted)
Month (/month/YYYY-MM): Applied $X / Planned $Y per group header

Acceptance criteria

sinking_fund added to Section enum with label "Sinking Funds"
Alembic migration upgrades and downgrades cleanly
Budget page renders four <details> groups in order: Income, Committed, Savings, Flexible
Month page uses the same grouping with Applied / Planned totals
Income and Flexible groups open by default, Committed and Savings closed
Primary Debt Target card sits inside the Committed group after Debt Minimums
Group subtotals update via OOB swap when any entry inside the group changes
Pytest covers group subtotals, default-open state, and sinking_fund CRUD
No regression in existing tests, zero-amount widget, or debt target behaviour

Out of scope

localStorage persistence of open/closed state
Notes field per entry (separate issue)
Reconciliation / close-out flow (separate issue)

## Goal Restructure the budget and month pages into four collapsible groups and introduce a Sinking Funds section for savings goals (emergency fund, car maintenance, Christmas, etc). ## Groups | Group | Sections | Default open | |---|---|---| | Income | income | yes | | Committed | fixed_bill, debt_minimum, Primary Debt Target card | no | | Savings | sinking_fund (new) | no | | Flexible | food, subscription, other | yes | Primary Debt Target sits inside the Committed group after Debt Minimums. It is not a section; it is a pseudo-row within Committed. Income and Flexible are open by default because those are the sections users edit day to day. Committed and Savings collapse by default because they are set-and-forget. ## Collapsibility Use native HTML `<details>` / `<summary>` so no JavaScript is required. Chevron rotation via CSS on `[open]`. Per-page-load state only; no persistence across reloads (add localStorage later if needed). ## New section Section enum gains `sinking_fund` with label "Sinking Funds". An alembic migration covers the schema delta (the non-native enum is a VARCHAR with a CHECK, which needs a batch migration to update). ## Group subtotals Each group header displays its total alongside the group name. * Budget (`/`): single number per group, `sum(section.amount)` across the group's sections (debt target is excluded since its amount comes from a debt_minimum row already counted) * Month (`/month/YYYY-MM`): `Applied $X / Planned $Y` per group header ## Acceptance criteria * [ ] `sinking_fund` added to Section enum with label "Sinking Funds" * [ ] Alembic migration upgrades and downgrades cleanly * [ ] Budget page renders four `<details>` groups in order: Income, Committed, Savings, Flexible * [ ] Month page uses the same grouping with Applied / Planned totals * [ ] Income and Flexible groups open by default, Committed and Savings closed * [ ] Primary Debt Target card sits inside the Committed group after Debt Minimums * [ ] Group subtotals update via OOB swap when any entry inside the group changes * [ ] Pytest covers group subtotals, default-open state, and sinking_fund CRUD * [ ] No regression in existing tests, zero-amount widget, or debt target behaviour ## Out of scope * localStorage persistence of open/closed state * Notes field per entry (separate issue) * Reconciliation / close-out flow (separate issue)