Warnings such as "vacation days at risk of being lost" kept showing after
the planner had already resolved them. The planner itself was firing
correctly -- PlanSyncProvider syncs on every plan-input change -- so the
fault was in the warnings, in two independent places.
The vacation-expiry warning was computed before allocation. It read
`vacation_forfeiting`, which the loader derives from already-committed
usage, while `_assign_tier3` deliberately spends at-risk vacation days
first precisely to avoid that forfeiture. The figure therefore counted
days the plan was in the middle of saving. `_vacation_expiry_warnings`
now subtracts the vacation days this run actually placed for that parent
and year, clamped at zero -- sound because the bank is FIFO, so a day
spent in year Y retires one expiring day one-for-one. The full
carry-forward simulation is still not duplicated inside the ledger.
The Dashboard then never refreshed them. Its proposal came from a
one-shot effect guarded by `proposal === null`, with no planVersion
dependency, so the card kept rendering the pre-replan warning until
remount -- while `syncPlan` was already returning a fresh proposal that
both call sites discarded. PlanSyncProvider now exposes that proposal
behind a monotonic counter, and usePlanProposal prefers it once any sync
has completed, keeping `propose()` for the first load.
Also adds a manual recompute button to Settings, which only bumps
planVersion and reports what the resulting sync did, and fixes partner
add/remove never bumping planVersion at all -- that gap meant gaining or
losing a parent never re-ran the allocator, though it changes who days
can be assigned to. Rename stays cosmetic.
Verified in the browser: a 2031 warning of 15 days dropped to 12 after
three vacation days were planned, without a reload.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_014jPFUcCJ5AKXmPVC1anhXe
A yearly-repeating period kept the same calendar date instead of the same
weekday: 2026-10-05..10-11 (Mon-Sun) recurred as 2027-10-05..10-11 (Tue-Mon)
rather than 2027-10-04..10-10. The snap added in 224fe7a only ever covered
window_mode == 'fixed'; 'flexible' wishes were unaligned at both stages.
project_window now snaps both modes. A flexible bound is still a bounding
range, but it keeps its weekday alignment year over year with its span held
fixed, so the search space never shrinks and a bound that is exactly as long
as the target (its only candidate) repeats week-shaped.
_rank_candidate gains a Monday-start term between cost and start, so equal-cost
candidates break on week alignment instead of "earliest". It sits after cost
deliberately: a cheaper non-Monday start still wins, because red days outrank
alignment.
_reuse_already_funded_window would otherwise freeze a pre-existing misaligned
placement forever, so it now releases a year whose reuse winner is misaligned
when a fresh search ranks strictly better -- never when one of its days is
pinned or excluded, so a deliberate per-day override always survives.
Migration 008 realigns flexible series already materialised under the old rule;
projection runs once, at create/update, so nothing repairs them on read.
Alongside this, the planner now says when it moved a period to catch red days.
WindowOutcome carries shift_gain_days (the saving over the naive bound-start
placement) and the calendar toasts it, once, on the sync that decided it.
A fixed window is never auto-moved -- its "exact requested placement,
unconditionally" guarantee stands -- but its shift suggestion is no longer
hidden behind a shortfall, so a fully-funded one can surface a cheaper week too.
Editing a period in the popover now also sends window_mode: 'fixed' with a
matching target. Preset chips create flexible wishes; dragging one down to an
exact week left it flexible with a week-long bound, which is the degenerate
single-candidate case that produced the reported dates.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DXPBfr1v7F71t6QcbHCaaT
Three strands of work that grew together across the same settings screen and
API client, so they land as one change.
Per-year preschool planning days ("studiedagar"): new table, repository
(SQLite + Postgres), service, router and migration 007, plus the hooks and
Settings UI to plan and record them per child and year. Allocation now
reserves the recorded figure for a year where one exists and only falls back
to the child-level estimate otherwise, marking that fallback as assumed.
Partner invitations: workspaces issue and list invitations, registration
accepts an invite token to join the inviter's workspace instead of creating a
personal one, and a /join/:token page plus the settings invite panel drive it.
Vacation forfeiture: tips and the dashboard now distinguish days a parent
genuinely loses from days that merely age, so the warning stops firing on
balances that were never at risk.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Taking one day out of a period the planner placed did nothing that
lasted: the period still asked for a full week, so the next sync put the
day straight back. The option was disabled rather than lying about it.
A removed day is now recorded as its own thing — no leave for this
parent, this child, this date — and the planner honours it on every
later sync. It is kept apart from the working-day overrides, which
answer a different question about the calendar rather than about the
plan.
The day belongs to the parent whose band was clicked, so removing one
parent's day leaves their partner's alone; where both parents were to be
off on one funding arrangement, the partner is simply funded on their
own instead. A removed day shortens what the period is asking for rather
than counting as a day the plan failed to find, so the advice about
closing a shortfall does not start arguing for a day nobody wants.
Nothing is removed without a way back: the toast undoes it, and the day
itself is marked in the calendar and offers to restore.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ei7gCZzdd751uZtPzb1Pep
A repeating period was a single row that the planner expanded into one
window per year at read time, so no year had anywhere to differ from the
others. Editing one year rewrote them all, and removing a year in the
middle had to split the wish in two. Neither survives contact with the
thing this app is for: Easter moves, and the cheapest week is not the
same week every year.
Each year is now its own row, linked by a series id. Editing one year
touches one row; editing the series re-projects the rest from it.
Removing a year is one delete. The weekday snap is worked out once, when
the rows are made, and stored, so a row now says what it means rather
than being re-derived on every read. Recurrence stops being a stored
field and becomes what it always was in practice — an instruction at
create and update time; whether a period repeats is whether it belongs
to a series.
Migration 004 rebuilds the table and expands the existing rows, keeping
each original row as its first year so the days already planned against
it still point somewhere. A Feb 29 anchor recurring into a common year
used to raise out of the allocator; it clamps now.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ei7gCZzdd751uZtPzb1Pep
A year that cannot afford the whole week was already funded as far as it
goes rather than dropped; there is now a test that says so, across four
years of a repeating wish where only three and a half are affordable.
The advice to move a window onto the red days was looking three days
either side, which can never find Easter. It now searches four weeks
either way — enough for Easter's drift plus the weekday snap — and ranks
placements with the same cost model flexible periods are already placed
with, naming the dates and the days gained.
None of this reached the screen before. The overview now lists each short
window with its gap and the ranked remedies underneath, one line each.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ei7gCZzdd751uZtPzb1Pep
A season preset in a two-parent household now means both parents, not
either one — being off together is the point of the period.
Within such a period the planner used to pick whoever had the most
parental-benefit days left, date by date, so spending kept moving the
lead and the funding flipped almost daily. Six weeks came out as a
patchwork that costs nothing to hold but a great deal to request. The
payer is now chosen once per half of the window, reusing the same split
the swap strategy already uses: one parent on parental benefit while the
other takes vacation, then they change over. Both are still off every
day, and if one runs out mid-stretch the roles swap for the rest rather
than day by day.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ei7gCZzdd751uZtPzb1Pep
Asking for a full week off never spent anything on the Saturday, the
Sunday or a holiday, and a test now says so outright rather than leaving
it to be rediscovered. Those days are free because vacation cannot be
taken on a day that is not a working day.
Parental benefit is a payment rather than a schedule, though, so it can
be drawn on a red day to turn an unpaid day off into a paid one — at the
cost of a day the family would otherwise keep. That is now a workspace
setting, off by default, and it never reaches for a vacation day. With it
off the planner behaves exactly as before.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ei7gCZzdd751uZtPzb1Pep
Manual entry now takes one parent's sjukpenningnivå, lägstanivå and
dubbeldagar left (plus optional reserved days) and derives the rest in
build_snapshot, shared with the scraper. The scraper also reads the
family panel and exposes a partner deduction; with two parents it is
saved as a 'deduced' snapshot (migration 002). Parent count is the single
source of entitlement: one member gets 480 days and 96 savable at age 4,
two get 240 and 48 each. Workspaces are capped at two parents.
Also lands the in-flight squash of migrations 002–011 into the initial
schema and the removal of planning_mode.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
The per-parent day split was written out twice, once in the allocator's input
loader and once in the persistence layer, each with a comment recalling the
time the two disagreed. They now share one derivation, so they cannot drift
apart again without the shared function moving.
Three constants that were stored and happened to equal arithmetic on their
neighbours — the child's total, the per-parent share, and the per-parent
ceiling at age four — are now computed from them. The figures are unchanged;
what changes is that a future adjustment to a tier total carries into them
instead of quietly leaving them behind.
The shortfall remedies were also split into one method per remedy, matching
the surplus advice alongside them, which had already been written that way.
A period shared between two parents was cut at its calendar midpoint and each
half handed over regardless of whether that parent could pay for it. A window
crossing New Year could therefore lose its entire first half to a parent whose
budget for that year was spent, while the other parent's budget for the very
same days went untouched. In the case that prompted this, eight days were
reported as unfundable when none of them were.
The cut now falls where the cost is even rather than where the calendar is,
since weekends and red days are free and spread unevenly through a period.
Whatever one parent still cannot cover is offered to the other before any of
it is written off. Each parent keeps one unbroken stretch at home.
The calendar is becoming the plan: a user edits a period and the schedule
updates immediately, with no separate propose and apply steps. POST
/api/plan/sync does both and returns a per-date diff against a snapshot taken
before any write, so the interface can say what actually moved rather than
guessing from coarse counters.
Pinned days now mean something. A day the user hand-edited keeps its type and
its parent: the loader hides unpinned wish-attributed rows from the allocator
so a re-plan is free to move them, while pinned rows stay visible and the
existing occupancy check refuses to touch them. Their cost is debited off the
pool before any window is funded, following the precedent already set for
preschool planning days.
Propose and apply are untouched. The allocator stays pure.
Three changes that together unblock treating a calendar period as one
editable object.
Migration 008 adds `planned_leave_day.wish_id` (nullable, ON DELETE SET NULL)
so a persisted day knows which `leave_wish` produced it, `is_pinned` to mark a
day the user hand-edited, and `leave_wish.target_days` so a period drawn on a
calendar need not be a whole number of weeks. Apply-time identity still keys on
day_type/is_dubbeldag only, so a wish_id-only difference is a metadata update
rather than a collision.
The age-4 savable ceiling was applying the per-child figure of 96 to each
parent's pool, modelling a two-parent family as able to save 192 days past the
child's fourth birthday. `resolve_age4_savable_cap` is now the single place
that decides 48 (couple with two parents) versus 96 (everyone else), and both
AnalyticsService and the allocator read it.
Migration 009 drops `workspace.planning_goal` and `leave_wish.goal_override`.
The allocator's tier-3 policy collapses to one rule; `salary_type` still
branches, since that reflects what a vacation day actually costs a parent
rather than a user preference.
Preset wish names follow the UI language in the wish editor, but the plan
proposal still rendered outcome.wishName straight from the stored
entity.name, so a proposal could show "Höstlov" with the UI in English.
The proposal now carries wish_name_message_key alongside each wish name,
and the frontend resolves it with the same helper the editor uses --
falling back to the stored literal when the key is absent or unknown.
Nothing is translated on the backend; text crosses the wire as a key.
Four surfaces carried a name and all four are covered: WindowOutcome
itself, the explanation summary's interpolated data, and two remedies --
including REMEDY_LOWER_PRIORITY_WISH, which names a *different* sibling
wish whose key can differ from the outcome's own.
The proposal response mapping is hand-written and has dropped new fields
twice before, so this is covered by an API-level test asserting the field
reaches the response body, not only a service test.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RXMhc9nT6sNz1SL4j8dznL
First real browser walkthrough of the app, against seeded demo data. All 1140
tests were passing; none of these four were visible to them.
Age-4 entitlement (high severity, domain bug). The no-snapshot fallback gave a
single parent rules.sjukpenning_days + rules.lagsta_niva_days = 390 + 90 = 480
days, but those config values are the whole CHILD's combined tier totals across
both parents, not one parent's share. The correct fallback is days_per_parent
(240 = 195 + 45), which only AnalyticsService used. So a parent without an FK
snapshot was credited with roughly double their real entitlement, and the
Dashboard and Plan tab disagreed about expiring_at_b4 for the same committed
state. The wrong default existed in three places; allocation_service.py and
planning_service.py are corrected, and analytics_service.py now calls the shared
pure days_left_at_age_4_projection instead of re-deriving the arithmetic, so
there is one source of truth. A test that had encoded the buggy 390/90 default
as expected behaviour is corrected too.
The Dashboard stat is workspace-wide while the Plan tab breaks down per parent,
which is legitimate but was unlabelled and contributed to the confusion; the
dashboard label now says it is a combined all-parents total.
Nonsensical remedy text. lower_priority_wish computed
max(other.target_weeks // 2, 1), which for a 1-week wish clamped back to 1 and
rendered "Lowering Var from 1 to 1 weeks frees up 32 days". target_weeks has a
domain floor of 1 and the planner works in whole days, so there is no smaller
whole-week suggestion to make: the remedy is now suppressed for 1-week wishes.
Wishes of 2+ weeks still get a genuine, strictly smaller suggestion.
Day override invisible until reload. Calendar refetched the overrides list but
not GET /api/calendar/days, which backs the grid's shading and badges, so a
just-applied override did not render. useCalendarDays now exposes refetch and
Calendar calls it after a successful upsert or remove.
Dashboard showed the previous user's data after a login swap. WorkspaceContext
sits above the router and outlives login/logout, and its refetch was gated on
!workspaceId || children.length === 0 - so precisely because the old session's
data was still present, the guard blocked the refetch. It now keys off an
explicit isAuthenticated transition and clears state on the logout edge itself,
including the persisted localStorage workspaceId, so one account's figures can
never be briefly visible under another's session. useAnalytics, useParentalLeave
and usePlannedDays clear cached data on identity loss as defence in depth.
Backend 435 -> 439 tests, frontend 705 -> 710.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RXMhc9nT6sNz1SL4j8dznL
Second real bug found by driving the running app while the suites were green.
Flexible wishes were funded twice across propose -> apply -> re-propose. Because
planned_leave_day carries no wish_id, the engine could not tell that applied days
were that wish's own prior occurrence; it treated them as occupied space, routed
the candidate search around them, and funded the year again on shifted dates while
reporting weeks_funded 1.0. Applying twice turned "one week each spring" into 18
paid days instead of 9. Fixed wishes were unaffected and stay unaffected.
Fix (allocation_service.py), per the approved approach of counting already-applied
days inside the bounding range rather than adding a wish_id column:
- _Ledger._persisted_lookup snapshots existing days BEFORE this run folds in its
own freshly-computed windows, so a fixed wish's new placement is never mistaken
for a flexible wish's history
- _reuse_already_funded_window finds this wish's persisted dates within its bound
and reuses the window containing them, via the ordinary fund_window path
- full funding therefore yields zero new days and partial funding tops up exactly
the remainder, with no duplication and no false shortfall
- with no persisted dates, or if the reused window is no longer collision-free, it
falls through to the original search, so an unsatisfied year is never frozen
Calendar cache extended 2026-2035 -> 2026-2055 (39KB -> 116KB) and the allocator
switched to strict, so an uncached year raises UncachedYearError -> ValidationError
-> HTTP 422 instead of silently treating Julafton, Nyarsafton and Midsommarafton as
working days. Also fixed normalize_day dropping the second name when two holidays
share a date (Nationaldagen was being lost). 2049 and 2055 legitimately have 17 red
days, not 18: Pingstdagen coincides with Nationaldagen.
New backend/tests/integration/test_user_journey.py drives the real app over HTTP
across seven journeys: the double-booking guard, the fixed-wish control, apply
idempotency, fixed-never-displaced-by-flexible, flexible wishes tracking Easter
per year, age-4 arithmetic self-consistency, and a recursive check that no Swedish
text reaches the wire now that everything is message_key + data.
New backend/scripts/seed_demo.py seeds a realistic workspace through the real
service layer for manual testing: demo@example.com / DemoPass123!
Backend 414 -> 435 tests. Frontend unchanged at 705.
Still not verified in a browser.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RXMhc9nT6sNz1SL4j8dznL
Works through every numbered item in NextSteps260913.md section 3, plus the
three known verification issues in section 4.1.
Surface what the backend already computed:
- 3.1 render surplus_advice in PlanResults, mirroring the shortfall remedies
- 3.2 surface VacationBalance.is_assumed so assumed statutory years are visible
- 3.3 age-4 expiry given the proposed plan, via a new Age4Projection reusing
the existing _age4_projections arithmetic (Dashboard stat verified, not rebuilt)
Calendar cluster (one pass over the holiday data):
- new GET /api/calendar/days exposing roda dagar, klamdagar and day overrides,
paginated four years at a time
- 3.4 shade roda dagar/klamdagar, with R/K badges so colour is not the only signal
- 3.6 click-to-override behind an explicit mode toggle, leaving drag multi-select intact
- 3.7 click month/year to advance
- 3.8 per-year red-days list in Settings, statutory days plus overrides
i18n:
- 3.5 five backend-generated Swedish surfaces converted to message_key + data,
following the tips_service pattern; old string fields replaced, not kept
Flexible wishes (3.9):
- PLANNING_ENGINE_SPEC section 10: window_mode, candidate search, cost function,
deterministic tie-break, two-pass ordering, test matrix rows 15-24
- backend: entity, migration 006, _FULL_SCHEMA sync, repository, allocator
- frontend: season-preset toggle in WishEditor, unplaced outcome rendering
Fixes (4.1):
- pin typecheck to the local tsc rather than npx resolving a newer TypeScript
- ignore generated coverage/ and dist/ in the ESLint flat config
- fix the flaky usePlanApply test properly, with waitFor rather than a retry
Tests: backend 361 -> 404, frontend 540 -> 704. Coverage 89.47% -> 96.52% lines.
Not yet verified in a browser.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RXMhc9nT6sNz1SL4j8dznL
jacobh2