Prepare period totals and account snapshot values #39

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eleith merged 1 commits from feat/prepared-homepage-data into main 2026-11-05 03:24:15 +00:00

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eleith-gitea-agent Bot commented 2026-11-05 03:20:21 +00:00

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Summary

Second delivery of the homepage update: prepare the complete native financial contract while retaining the current six-month UI.

• Prepare native 1/3/6/12-month income, expenses, income less expenses and category totals, shared twelve-month histories, and latest assets/liabilities.
• Add raw and valued inclusive account summaries, including investment cash and explicit unconverted evidence. Preserve exact strings, native signs, canonical account qualification and the latest primary-transaction cutoff.
• Require complete financial format 6, retaining whole-set publication, pinned reads, transaction history and the independent validation lifecycle.
• Explicitly project only range-6 categories, the final six history points and rendered context to the current homepage. No new period controls, three-month default, sidebar, theme or navigation changes yet.

Hledger still owns all financial arithmetic. The dated batch now has 18 financial report commands, still two financial processes plus the existing separate preflight: three native processes per requested preparation. Browsing never calculates, requests work or polls.

Activation / preservation

Stop old preparation execution, deploy compatible web and worker revisions together, then explicitly Prepare reports again in Settings.

Format-5 files remain untouched but unsupported; account IDs may reset across this transition. There is no compatibility adapter, fallback, migration, deletion or automatic preparation. The v1 void-input workflow identity, configuration and register transaction DTO are unchanged. Directory rename remains the financial commit point; a later inspection-alias failure can fail the job while leaving the complete new set selectable.

Test philosophy and reviews

After owner-requested reviews, consolidate rather than preserve test counts:

• Keep financial rules and independent representative native comparisons at their owner; remove overlapping range cases, all-account oracle sweeps and stale API inventories.
• Keep one thin real SQLite/SDK → worker → hledger → files success journey instead of separate cash/account journeys and repeated financial matrices.
• Use named storage read/write failures with otherwise-valid staged rows, fixing rejection tests that could previously pass for missing rows.
• Use small homepage projection/privacy sentinels and minimal coordinator/holdings fixtures, not another financial oracle or shared fixture framework.

Independent code, readability and test reviews are clear for tree b10205ae28b5f6ca3a437d5d7e569d5a13ffbe3f, identical to this commit. Unrelated historical test cleanup remains separate.

Validation

• pnpm check — passed; web 0 errors/warnings.
• pnpm lint and affected documentation formatting — passed.
• pnpm test — 1,251 passed across all workspace owners.
• pnpm build — both apps and shared packages passed.
• pnpm worker:inspect — strict fixture preflight passed with hledger 1.99.5.
• Compiled real-fixture Chromium smoke — 7 passed, including no-JavaScript Settings preparation and six-month saved presentation.
• Changeset status and staged whitespace/coherence — passed; includes web/worker patch Changeset.

Owned 9- and 1,000-transaction pipeline/serialization probes confirmed unchanged current homepage payload and transaction-file volume, with a larger prepared overview/catalog. Timing was noisy; no speedup, regression bound, capacity guarantee or new resource cap is claimed.

All runtime validation used disposable fictional data. No operator journal/config/runtime data, Docker or hosted-CI execution, deployment, release or automatic merge is claimed.

## Summary Second delivery of the homepage update: prepare the complete native financial contract while retaining the current six-month UI. - Prepare native **1/3/6/12-month** income, expenses, income less expenses and category totals, shared twelve-month histories, and latest assets/liabilities. - Add raw and valued inclusive account summaries, including investment cash and explicit unconverted evidence. Preserve exact strings, native signs, canonical account qualification and the latest primary-transaction cutoff. - Require complete financial **format 6**, retaining whole-set publication, pinned reads, transaction history and the independent validation lifecycle. - Explicitly project only range-6 categories, the final six history points and rendered context to the current homepage. No new period controls, three-month default, sidebar, theme or navigation changes yet. Hledger still owns all financial arithmetic. The dated batch now has 18 financial report commands, still two financial processes plus the existing separate preflight: three native processes per requested preparation. Browsing never calculates, requests work or polls. ## Activation / preservation **Stop old preparation execution, deploy compatible web and worker revisions together, then explicitly Prepare reports again in Settings.** Format-5 files remain untouched but unsupported; account IDs may reset across this transition. There is no compatibility adapter, fallback, migration, deletion or automatic preparation. The v1 void-input workflow identity, configuration and register transaction DTO are unchanged. Directory rename remains the financial commit point; a later inspection-alias failure can fail the job while leaving the complete new set selectable. ## Test philosophy and reviews After owner-requested reviews, consolidate rather than preserve test counts: - Keep financial rules and independent representative native comparisons at their owner; remove overlapping range cases, all-account oracle sweeps and stale API inventories. - Keep one thin real SQLite/SDK → worker → hledger → files success journey instead of separate cash/account journeys and repeated financial matrices. - Use named storage read/write failures with otherwise-valid staged rows, fixing rejection tests that could previously pass for missing rows. - Use small homepage projection/privacy sentinels and minimal coordinator/holdings fixtures, not another financial oracle or shared fixture framework. Independent code, readability and test reviews are clear for tree `b10205ae28b5f6ca3a437d5d7e569d5a13ffbe3f`, identical to this commit. Unrelated historical test cleanup remains separate. ## Validation - `pnpm check` — passed; web 0 errors/warnings. - `pnpm lint` and affected documentation formatting — passed. - `pnpm test` — **1,251 passed** across all workspace owners. - `pnpm build` — both apps and shared packages passed. - `pnpm worker:inspect` — strict fixture preflight passed with hledger **1.99.5**. - Compiled real-fixture Chromium smoke — **7 passed**, including no-JavaScript Settings preparation and six-month saved presentation. - Changeset status and staged whitespace/coherence — passed; includes web/worker patch Changeset. Owned 9- and 1,000-transaction pipeline/serialization probes confirmed unchanged current homepage payload and transaction-file volume, with a larger prepared overview/catalog. Timing was noisy; no speedup, regression bound, capacity guarantee or new resource cap is claimed. All runtime validation used disposable fictional data. No operator journal/config/runtime data, Docker or hosted-CI execution, deployment, release or automatic merge is claimed.

eleith-gitea-agent Bot added 1 commit 2026-11-05 03:20:21 +00:00

feat: prepare period totals and account snapshot values 802b495878

eleith merged commit 802b495878 into main 2026-11-05 03:24:15 +00:00

eleith deleted branch feat/prepared-homepage-data 2026-11-05 03:24:15 +00:00

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Reference: eleith/hledger-web-reports#39