Vijayakanth Manoharan
012385e9e1
- Add @custom-variant dark in globals.css for class-based dark mode - Add ThemeToggle component with localStorage persistence and system preference fallback - Inject blocking inline script in layout to prevent flash on load - Apply dark: variants across all components (layout, site-nav, home-dashboard, expense-workspace, paycheck-workspace, recurring-expense-manager) and page headers - Create openspec/changes/theming-dark-mode with proposal, design, and tasks artifacts Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
81 lines
3.5 KiB
Markdown
81 lines
3.5 KiB
Markdown
# Monthy Tracker Agent Handoff
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Use this file as the starting point for any new agent. It summarizes the repo state, the important files, and the non-obvious behavior so you can continue without re-discovering basics.
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## What this app is
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- Single-user, local-first monthly expense tracker.
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- Stack: Next.js App Router, Prisma, SQLite, Ollama for offline AI.
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- Main views: dashboard, add expense, income/paychecks.
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- Goal: track expenses and paychecks, then generate private monthly summaries and recommendations.
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## Current state
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- Dashboard data is loaded from `/dashboard?month=YYYY-MM`.
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- Monthly insight generation lives in `src/lib/insights.ts`.
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- The app is currently working with the local dev DB at `file:./prisma/dev.db`.
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- Seed data exists for February 2026 and March 2026.
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- The frontend shows the current month by default, so if data looks missing, check the active month selector first.
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## Important files
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- `src/components/home-dashboard.tsx` - dashboard UI, fetches dashboard and Ollama status.
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- `src/lib/dashboard.ts` - aggregates totals, breakdowns, recent expenses, and comparisons.
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- `src/lib/insights.ts` - builds the model prompt, calls Ollama, stores fallback/model insights.
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- `src/app/dashboard/route.ts` - dashboard API route.
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- `src/app/backup/database/route.ts` - SQLite backup endpoint.
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- `src/lib/date.ts` - month/date helpers; month filtering uses local date strings.
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- `prisma/schema.prisma` - data model source of truth.
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- `prisma/seed.ts` - local seed script.
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- `README.md` - setup and runtime notes.
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- `openspec/changes/monthly-expense-tracker-v1/` - design/spec/task source for the product.
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## Key behavior to know
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- Dashboard aggregates all records, then filters them to the selected month in memory.
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- `getCurrentMonthKey()` uses local machine time.
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- `generateMonthlyInsight()` in `src/lib/insights.ts`:
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- builds a structured prompt from dashboard totals, category breakdown, recent expenses, and chart points
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- expects strict JSON with `summary` and `recommendations`
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- falls back when activity is sparse or Ollama is unavailable
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- stores the final result in `MonthlyInsight`
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- The fallback message is intentionally safe and short when data is too sparse.
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## Known gotchas
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- If dashboard values appear missing, confirm the selected month matches the seeded data.
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- If Docker backup fails, check `DATABASE_URL`; the backup route reads the SQLite path from the env var.
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- Prisma migration ordering matters because migration folders are applied lexicographically.
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- In Docker Compose on Linux, `extra_hosts: host-gateway` is needed for host Ollama access.
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## Current enhancement target
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- The next useful improvement is making the generated monthly summary more helpful and more structured.
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- Best place to change it: `src/lib/insights.ts`.
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- Likely changes:
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- strengthen the prompt with clearer sections or required observations
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- improve the fallback logic for sparse months
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- optionally store more structured fields in `MonthlyInsight`
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- update the dashboard card rendering in `src/components/home-dashboard.tsx` if the output shape changes
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## Useful commands
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```bash
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npm run dev
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npx prisma migrate deploy
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npx prisma db seed
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npm test
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```
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If you need to verify the dashboard API directly:
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```bash
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curl "http://localhost:3000/dashboard?month=2026-03"
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```
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## Recommended next step for another agent
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1. Read `src/lib/insights.ts`, `src/lib/dashboard.ts`, and `prisma/schema.prisma`.
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2. Decide whether to improve the insight prompt, the stored data shape, or the dashboard rendering.
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3. Make the change, then verify with the dashboard API and a generated insight.
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