The calendar mixed two kinds of truth in one table. `planned_leave_day` was
simultaneously the allocator's output cache, the user's override store
(`is_pinned`, plus ad-hoc rows with no `wish_id`), and the resource ledger that
analytics and the age-4 maths read. The planner therefore had to ask "am I
allowed to touch this row?" on every sync, and got it wrong at the edges.
Every user assertion is now one `day_assertion` row — a concrete `day_type`
replaces a pinned day, a row with no `wish_id` replaces an ad-hoc day, and
`day_type='none'` replaces `planned_day_exclusion`. `planned_leave_day` becomes
purely derived with a single writer, and `PlanningService.pinned_keys()` is the
single answer to "is this day pinned", used by the allocator's loader, by
`sync_plan` and by the read router alike.
On top of that, every calendar band is now a real event: an ad-hoc band opens
the same full editor as a wish-backed one and saving it promotes it to a
`LeaveWish`, so it can be named, repeated yearly, assigned to either or both
parents, and handed to the planner. "Planering" is a `moveable` toggle plus a
from/to month bound plus a separate lock/unlock action on the days themselves,
replacing a three-rung ladder whose "planner decides" rung set a search window
equal to the drawn dates and so could never move anything.
Bugs found and fixed along the way:
- The plan erased its own history. Fixed windows clip to today, so an elapsed
auto-placed day fell into `stale_keys` and was deleted on the next sync —
and a background sync runs on every workspace load. Past rows are now frozen
and counted as spent.
- Migration 010's downgrade silently destroyed every pinned day and exclusion
(`is_pinned` returned as DEFAULT 0, the exclusion table came back empty,
exit 0, no warning). It now reconstructs both from `day_assertion`, and 009
itemises what it cannot recover before dropping the table.
- Deleting a period left its assertions behind, locking those dates forever
with no UI path to clear them. Wish deletion now clears them by `wish_id`.
- `DayAssertionService` and `LeaveWishService` committed multi-statement writes
without a transaction; a crash mid-write diverged the tables or half-deleted
a series. Both now run in a unit of work.
- A sibling year's shortfall was never surfaced: the toast only inspected the
edited occurrence's outcome, so a fully unfunded later year rendered as an
empty band with no warning.
- A flexible window whose bound had entirely elapsed was dropped from the
proposal with no outcome at all. It now reports as `unplaced`.
- Unlocking a period deleted its days instead of returning them to the planner.
- The e2e global setup posted to a route deleted in this change, which would
have failed the whole suite before its first test.
Gates: backend 938 tests / 91% coverage, frontend 1351 / 97.4 | 92.2 | 94.37 |
97.4. Migrations 009 and 010 audited against a hand-built realistic database:
the upgrade reconciles exactly and a constraint violation fails safe, leaving
the schema at 008.
Not complete. Step 4's toggle, month picker and lock/unlock action are verified
by browser walk and unit tests, but the partial-lock readout was not exercised.
`ideas.md` §7 adds a full plan for the vacation-forfeiture defect (the planner
detects expiring days and then does nothing about them) — not implemented here.
Remaining smaller items are listed in the session's restructure notes.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T4wjgbVL4HAC5Rdaw75VbV
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
Security
- Every route now requires a login and refuses ids outside the caller's
workspace with 404: plan, leave-wishes, day-overrides and vacation-days
were fully anonymous; every other router trusted client-supplied
workspace/child/parent ids. Scraper sessions are bound to their owner.
- Invitations can no longer be created for a foreign workspace, and a
redeemer who is already a member (or a full workspace) is refused.
- Production refuses the default JWT secret; API docs are hidden in
production; a failed migration aborts startup instead of serving.
- Login and register no longer reveal whether an email exists; inactive
accounts are rejected; /auth/refresh is rate limited.
- The FK scraper writes debug artefacts only when explicitly enabled,
logs no scraped values or page text, clears the BankID QR as soon as it
is scanned and purges finished sessions after five minutes.
- Real FK page captures are removed from the tree (history rewrite
follows); the parser tests use a synthetic fixture.
Performance and correctness
- Plan apply/sync run inside one locked transaction with batched writes
instead of one commit per row, so a failure mid-batch leaves nothing
half-applied and concurrent syncs no longer corrupt each other.
- SQLite runs in WAL mode with a busy timeout; 14 indexes cover the
filters that were full scans; argon2 hashing runs off the event loop;
responses are gzipped.
- Frontend: a 401 now refreshes the token once and retries, so sessions
no longer die silently after 15 minutes; every data hook discards
stale responses; logout clears state even when the server call fails.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CsXCCcDfmV4Sps4ZQSvNEY
Deleting a period left every day it had funded behind. The link from a day
back to its period was set to null the instant the period was deleted, so the
days became untraceable before anything could clean them up, and the next
recalculation had no way to know they no longer belonged to anything. Undo had
the same fault for the same reason: the period went, the days stayed, and a
reload showed them still there.
The days are now removed with the period, before the link can be broken. A day
pinned by hand goes too — pinning keeps the planner from quietly retyping a
day, not from being deleted when you delete the period it belongs to, which is
already how an unplanned band behaves.
Three faults, all invisible while the tests passed. Advice was built for the
first child only, so a second child got none. The planned days feeding every
count were fetched once per parent and appended to one list, so a couple's
days were counted twice and every intensity and projection derived from them
was wrong. And dismissing a tip forgot the moment the page reloaded.
Tips now carry the date they concern, lifted from figures the rules already
computed, so a view of a month can show only what applies to it. They are
built per child and identified per child, so the same rule firing for two
children is two separate pieces of advice.
A dismissal is stored against a fingerprint of the facts that were dismissed.
When those facts change the advice returns with its new numbers, rather than
one click silencing a warning about a forfeiture that keeps growing.
Repository.list(**filters) let each implementation pick out the filter
names it understood and silently ignore the rest, so a typo or an
unsupported filter returned every row in the table instead of an error.
This was hit for real: LeaveWishRepository.list(parent_personal_data_uuid
=...) returns every wish in the database, because that implementation
only recognises workspace_id and child_id. A guard written on top of it
would have passed while checking nothing.
All ten implementations now validate against their supported set and
raise ValueError naming the offending key. ValueError rather than a
domain error because passing a filter that does not exist is a
programming bug to fix, not a runtime condition to handle -- it must not
become an HTTP 4xx.
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