monthlytracker/openspec/changes/monthly-expense-tracker-v1/specs/monthly-dashboard/spec.md

ADDED Requirements

Requirement: Dashboard shows month-specific financial totals

The system SHALL return month-specific dashboard data for a requested YYYY-MM month using the local machine timezone for month boundaries.

Scenario: Dashboard totals are calculated for a populated month

• WHEN the user requests the dashboard for a month with expenses and paychecks
• THEN the system returns total expenses, total paychecks, net cash flow, and a category breakdown for that month

Scenario: Dashboard supports partial current-month data

• WHEN the user requests the dashboard for the current month before the month is complete
• THEN the system returns meaningful month-to-date totals and comparisons using the transactions recorded so far

Requirement: Dashboard includes derived spending comparisons

The system SHALL provide derived comparisons for the selected month, including highest category, largest expense, average daily spend, and paycheck coverage information.

Scenario: Derived comparisons are available

• WHEN the selected month contains enough data for comparisons
• THEN the system returns the highest category, largest single expense, average daily spend, and spend-versus-paycheck coverage values

Scenario: Derived comparisons degrade safely for sparse data

• WHEN the selected month has no expenses or otherwise insufficient data for a comparison
• THEN the system returns null or empty-safe comparison fields instead of failing