1.8 KiB
1.8 KiB
Why
The project currently has a product plan but no runnable application, spec artifacts, or implementation scaffold. Formalizing the first version now creates a clear contract for building a local-first expense tracker with reliable monthly summaries, private offline AI assistance, and no dependency on hosted model providers.
What Changes
- Add a local-first web app for tracking expenses and biweekly paychecks without authentication.
- Add dashboard capabilities for month-to-date totals, category breakdowns, cash flow, and spending comparisons.
- Add fully offline AI insight generation for a selected month using structured aggregates and transaction samples.
- Add merchant-name-based category suggestion using deterministic rules plus local-model fallback.
- Add local persistence, validation, and API routes for expenses, paychecks, dashboard data, and insight generation.
Capabilities
New Capabilities
expense-tracking: Record, list, and delete categorized expenses for a given date.paycheck-tracking: Record, list, and delete paycheck entries based on actual pay dates.monthly-dashboard: View month-specific spending, income, and derived financial summaries.monthly-insights: Generate private offline AI insights from monthly financial activity.category-suggestion: Suggest expense categories from merchant/shop names without cloud calls.
Modified Capabilities
- None.
Impact
- Affected code: new
Next.jsapplication, server routes, UI views, Prisma schema, and AI integration service. - APIs:
POST/GET/DELETEroutes for expenses and paychecks,GET /dashboard, andPOST /insights/generate. - Dependencies:
Next.js,Prisma,SQLite,Ollama, and a local Qwen-class instruct model. - Systems: local machine timezone handling for month boundaries and persisted local database storage.