Monthly budget view with snapshot and applied tracking

claude-code commented

2026-04-17 11:40:30 -06:00

Collaborator

Closes #3 (will be manually closed on merge).

Summary

Adds per-month budget pages that snapshot the budget at creation and track actuals against planned amounts. The existing / page remains the budget configuration.

/month/YYYY-MM renders the month; non-existent months return a single-button create flow
POST /month/YYYY-MM/create snapshots every budget entry and the current debt target, then redirects via HX-Redirect
Each month entry row has three inline HTMX-wired inputs (name, planned, applied); change any one and the section partial re-renders with fresh totals and deviation tags
Deviation states: unchanged, edited (orange tint + "modified" tag), new_in_month (blue tint + "new this month" tag)
Per-month debt target is selectable independently of the budget target
Budget page gains a "This month" link and a month picker; month pages have prev / next / picker / back-to-budget nav

Schema additions

month               (id, year_month UNIQUE, created_at)
month_entry         (id, month_id FK CASCADE, section, name, planned, applied,
                     origin_name NULL, origin_planned NULL,
                     source_entry_id FK SET NULL, created_at, updated_at)
month_debt_target   (month_id PK FK CASCADE, month_entry_id FK SET NULL,
                     updated_at)

Snapshot preserves origin_name / origin_planned so the UI can flag rows that have been edited since the copy. source_entry_id is informational only after creation; deleting the referenced budget row sets it null without affecting the month's data (deviation still reports unchanged, since the snapshot is self-contained).

Test plan

uv run pytest passes (36/36, +23 new)
uv run alembic upgrade head applies both migrations cleanly
Live curl smoke:
- /month/2026-04 for missing month shows "No snapshot yet" with create button
- POST /month/2026-04/create returns 204 with HX-Redirect
- After create, page shows all four seeded entries with state-unchanged rows
- POST /month/2026-04/entries/{id} with planned=... flips row to state-edited and renders the modified tag
- POST with applied=... updates the total applied without touching planned
- POST to /month/2026-04/sections/other/entries adds a row with state-new_in_month
- POST /month/2026-04/target changes the per-month target
- Deleting a debt minimum OOB-swaps the target card; shows "No target selected" when the target row is deleted
- GET /month/2026-13 returns 404
- Budget page shows the This-month link and month picker

Out of scope

Transaction log backing the applied field
Month close-out or carryover
Cross-month summaries / charts

Closes #3 (will be manually closed on merge). ## Summary Adds per-month budget pages that snapshot the budget at creation and track actuals against planned amounts. The existing `/` page remains the budget configuration. * `/month/YYYY-MM` renders the month; non-existent months return a single-button create flow * `POST /month/YYYY-MM/create` snapshots every budget entry and the current debt target, then redirects via `HX-Redirect` * Each month entry row has three inline HTMX-wired inputs (name, planned, applied); change any one and the section partial re-renders with fresh totals and deviation tags * Deviation states: `unchanged`, `edited` (orange tint + "modified" tag), `new_in_month` (blue tint + "new this month" tag) * Per-month debt target is selectable independently of the budget target * Budget page gains a "This month" link and a month picker; month pages have prev / next / picker / back-to-budget nav ## Schema additions ``` month (id, year_month UNIQUE, created_at) month_entry (id, month_id FK CASCADE, section, name, planned, applied, origin_name NULL, origin_planned NULL, source_entry_id FK SET NULL, created_at, updated_at) month_debt_target (month_id PK FK CASCADE, month_entry_id FK SET NULL, updated_at) ``` Snapshot preserves `origin_name` / `origin_planned` so the UI can flag rows that have been edited since the copy. `source_entry_id` is informational only after creation; deleting the referenced budget row sets it null without affecting the month's data (deviation still reports `unchanged`, since the snapshot is self-contained). ## Test plan * [x] `uv run pytest` passes (36/36, +23 new) * [x] `uv run alembic upgrade head` applies both migrations cleanly * [x] Live curl smoke: * [x] `/month/2026-04` for missing month shows "No snapshot yet" with create button * [x] `POST /month/2026-04/create` returns 204 with `HX-Redirect` * [x] After create, page shows all four seeded entries with `state-unchanged` rows * [x] `POST /month/2026-04/entries/{id}` with `planned=...` flips row to `state-edited` and renders the modified tag * [x] `POST` with `applied=...` updates the total applied without touching planned * [x] `POST` to `/month/2026-04/sections/other/entries` adds a row with `state-new_in_month` * [x] `POST /month/2026-04/target` changes the per-month target * [x] Deleting a debt minimum OOB-swaps the target card; shows "No target selected" when the target row is deleted * [x] `GET /month/2026-13` returns 404 * [x] Budget page shows the This-month link and month picker ## Out of scope * Transaction log backing the applied field * Month close-out or carryover * Cross-month summaries / charts

claude-code added 5 commits 2026-04-17 11:40:31 -06:00

feat(db): add Month, MonthEntry, and MonthDebtTarget models with migration b63daa958b

A month is a snapshot of the budget. MonthEntry holds the copied planned
amount plus applied and origin_name/origin_planned so the UI can mark
edited rows. source_entry_id links back to the budget but is nullable
with ON DELETE SET NULL, so deleting a budget row after snapshot leaves
the month intact. MonthDebtTarget is one row per month via CASCADE from
month.

Refs #3

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

feat(month): add snapshot service with deviation tracking c6d4d65fe6

create_month copies every budget entry into month_entry with
origin_name/origin_planned retained, resolves the budget's debt target
through source_entry_id to the corresponding MonthEntry, and is
idempotent. deviation_state classifies each row as unchanged, edited,
or new_in_month. Year-month handling (validation, shift across year
boundaries) lives here so the route layer stays thin.

Refs #3

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

feat(month): add routes, templates, and nav between budget and months 647bf257f4

Non-existent months return a page with a single "Create this month"
button; create POSTs return HX-Redirect to the newly-created month.
Each entry row carries three inline HTMX-wired inputs (name, planned,
applied) that trigger on change, posting only the field that changed.
Edits swap the section partial so totals and deviation tags update
together. Deleting a debt minimum in a month also re-renders the
target card via OOB swap. The budget page grows a This-month link and
a month picker; each month page has prev / next / picker / back-to-
config controls.

Refs #3

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

test: cover month snapshot, deviation states, and per-month target 9da7205f77

Service tests assert that create_month produces origin fields matching
the budget, that edits flip deviation_state to edited, that added rows
are new_in_month, and that a budget entry deleted after snapshot leaves
the month entry unchanged. Route tests exercise the create flow,
applied updates, name edits producing the modified tag, per-month
target isolation, and the malformed-year-month 404.

Refs #3

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

docs: document monthly view, updated layout, and deferred work 2d7ce333ea

Refs #3

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

archeious force-pushed feat/3-monthly-view from 2d7ce333ea to b2d16120d2

2026-04-17 11:57:40 -06:00

Compare

claude-code merged commit 38c8921885 into main

2026-04-17 11:59:09 -06:00

claude-code referenced this pull request from a commit

2026-04-17 11:59:11 -06:00

Monthly budget view with snapshot and applied tracking (#4)

Monthly budget view with snapshot and applied tracking #4

Summary

Schema additions

Test plan

Out of scope