Monthly budget view with snapshot and applied tracking #4

Merged
claude-code merged 5 commits from feat/3-monthly-view into main 2026-04-17 11:59:09 -06:00

5 commits

Author SHA1 Message Date
archeious
b2d16120d2 docs: document monthly view, updated layout, and deferred work
Refs #3

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 11:57:30 -06:00
archeious
abdb68a29c test: cover month snapshot, deviation states, and per-month target
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>
2026-04-17 11:57:30 -06:00
archeious
e7354ba8d6 feat(month): add routes, templates, and nav between budget and months
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>
2026-04-17 11:57:30 -06:00
archeious
ed038fd974 feat(month): add snapshot service with deviation tracking
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>
2026-04-17 11:57:30 -06:00
archeious
58faa9dfe9 feat(db): add Month, MonthEntry, and MonthDebtTarget models with migration
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>
2026-04-17 11:57:30 -06:00