kvitt/PLAN-M7d.md

PLAN-M7d: Feature settle

1. Goal

Build :feature:settle: settle up, global and per account (S-9), and the settlement detail with its timeline (S-10), against the :core:model interfaces and :core:fakes. Every state of both screens is screenshot-tested in Swedish and English, light and dark.

2. Read first

1. docs/ux/design-spec.md: tokens, component inventory, and the sections for S-9, S-10.
2. docs/ux/strings.csv (keys for these screens) and docs/ux/screens/S-9-*, docs/ux/screens/S-10-*.
3. SPEC §13.2 Navigation model and §13.3 Screens (rows S-9, S-10 and the states paragraph).
4. SPEC §14.2.4 UI contract: SettlementRepository, SettleState, SettleRequest, AllocationLine, SettlementDetailState, TimelineLine, SaveResult, FieldError, Account, User.
5. SPEC §4 FR-11 Settlements (AC-11.1 to AC-11.7); FR-12 AC-12.4, AC-12.5; §9.4 Settlement allocation proposal (including the over-settle warning and the stated consequences); §9.6; §14.5.3 error tokens.
6. SPEC §6.2 (module table), §9.8 Formatting, §9.9 Online-only actions, §11.2 (row M7d), §11.3 (note M7x), §14.7.
7. Files: android/core/model/**, android/core/design/** (read only), android/core/fakes/**, android/build-logic/**, CLAUDE.md (BUILD AND VERIFY: Screenshots; ARCHITECTURE RULES; ANTI-PATTERNS).

3. Already established

• Features depend only on :core:model, :core:design and :core:fakes; :core:fakes only in test, screenshot-test and debug-preview configurations, never in a release build. Features never depend on :data or :domain (§6.2, §11.3, CLAUDE.md Layering).
• Screens consume the *State classes through the repository interfaces of §14.2.4; no field may be added except through a contract change (§14.2.4, §14.8).
• Fake scenarios go only in android/core/fakes/src/main/kotlin/se/hagstedt/kvitt/fakes/<feature>/ (§11.3, §14.7).
• Strings live in the module's src/main/res/values/strings.xml and values-sv/strings.xml with keys from docs/ux/strings.csv; no string outside that file without a decisions entry (§13.4, §14.7, AC-19.1).
• No hard-coded colours, sizes or strings; tokens and shared components come from :core:design, which features may not edit (CLAUDE.md, §14.7). Money and dates go through MoneyFormatter and DateFormatter (§9.8).
• Online-only actions are disabled with "Needs connection" when offline (§9.9); a REST failure shows "Could not reach the server".
• Navigation graph, deep links and Hilt bindings are in :app (M8); a feature exposes its screens with navigation callbacks in the form M2b's feature convention fixed (§11.3).
• Layout and visuals follow docs/ux/design-spec.md; TalkBack labels as it specifies; 48 dp targets, 200 % font scale reflow (§13.1).
• No placeholder text in previews or screenshots; goldens are committed; open every changed PNG before committing (CLAUDE.md).
• Global settle-up: direction defaults to the user who owes paying, amount to the absolute global balance (empty when zero); the proposal comes from SettlementRepository.start/recompute (never computed in the feature); one editable row per proposed account plus "Add account" (any account, active or archived); confirm enabled only when allocations sum to the amount; remaining difference shown live (AC-11.3).
• Per-account settle-up: exactly one fixed allocation, amount defaulting to the absolute account balance, direction to the user who owes in that account (AC-11.4).
• Over-settling is allowed, warned per row ("This settles more than is owed in ") and repeated in the confirm dialog (AC-11.5).
• Settlements can be created, edited and deleted offline; editing recomputes with the edited settlement excluded (AC-11.6).
• The proposal may leave accounts non-zero when the payer is owed somewhere; that is intended (§9.4 Consequences).
• Detail shows payer, recipient, amount, date, note, allocations per account, and the timeline (§13.3 S-10, AC-12.4, AC-12.5).

4. Owned paths

From SPEC §14.7, verbatim: android/feature/settle/** (owner M7d), and from the android/core/fakes/** row: "M7x add files only under fakes/<feature>/", here android/core/fakes/src/main/kotlin/se/hagstedt/kvitt/fakes/settle/ (§11.3). Catalog entries and module includes may be added (§14.7, android/gradle/** row).

Edit nothing outside these paths; a needed change elsewhere is a contract request to the orchestrator.

5. Deliverables

• android/feature/settle/build.gradle.kts: dependencies :core:model, :core:design; :core:fakes for tests and debug only.
• android/feature/settle/src/main/kotlin/se/hagstedt/kvitt/feature/settle/**: the screens of this module and their state holders.
• android/feature/settle/src/main/res/values/strings.xml, values-sv/strings.xml: keys from docs/ux/strings.csv.
• android/core/fakes/src/main/kotlin/se/hagstedt/kvitt/fakes/settle/**: a scenario per state below.
• Screenshot tests and committed goldens for every screen × state × light/dark × sv/en.
• Unit tests for the state holders (input handling, enablement rules, error mapping).

Screens and states. Required states for every screen below (SPEC §13.3): loaded, empty, offline (with pending changes), loading (first sync only), error (a failed online action), and for lists long content (long Swedish names, 7-digit amounts), each where it applies. A state that docs/ux/design-spec.md marks not applicable for a screen is skipped and named in the report. Each state is screenshot-tested in light and dark, Swedish and English. Screen-specific states from §13.3 "Must show" are added per screen:

• S-9: global with a proposal over several accounts; global with zero balance (empty amount); per-account variant with one fixed row; swapped direction; over-settle warning on a row; remaining ≠ 0 (confirm disabled); "Add account" picker incl. archived; confirm dialog with warning; editing an existing settlement; validation error; offline (allowed); long content (many accounts, long names, 7-digit amounts).
• S-10: one allocation; several allocations; with and without note; timeline with create, change and pending lines; deleted; pending; offline; long content.

6. Steps

1. Worktree. From the main checkout /Users/jhag/projects/kvitt: git worktree add .claude/worktrees/agent-m7d -b agent-m7d main, then in .claude/worktrees/agent-m7d: git reset --hard main. Copy android/local.properties from the main checkout (add sdk.dir=/opt/homebrew/share/android-commandlinetools if missing; never overwrite or commit). Run tools/install-git-hooks.sh.
2. Read §2 in order. Confirm M6 has landed (android/core/design/ has components on main); if not, stop and report. If a component the design spec assigns to :core:design is missing, file a contract request; do not build it inside the feature.
3. Run python3 tools/dependency-report/latest.py; record the lines. No new library is expected; any one added is at its latest stable version from official docs; record it.
4. Write the fake scenarios under the feature's fakes/<feature>/ directory for every state listed in §5.
5. Write the state holders and screens, one screen at a time, with strings from docs/ux/strings.csv in both languages.
6. Write the screenshot tests; record goldens; open every PNG and compare with docs/ux/screens/.
7. Run the gate (§7). Commit on agent-m7d, git rebase main, rerun the gate. Never merge, push or remove the worktree.

7. Gate

From SPEC §11.2, verbatim: "as M7a", that is "Android gate with screenshot tests of every state, sv and en, light and dark". Command, from android/: PATH=/opt/homebrew/opt/openjdk@25/bin:$PATH ../tools/gradle-serial.sh check. Green means: BUILD SUCCESSFUL in this session; screenshot verification passes for :feature:settle; the report lists, per screen, every state × light/dark × sv/en golden; unit tests 0 failures in fresh XML.

8. HUMAN steps

From SPEC §11.2, verbatim: "none".

9. Out of scope

• Other screens: S-1, S-2, S-3, S-18 (M7a); S-4, S-5, S-6, S-16, S-17 (M7b); S-7, S-8 (M7c); S-11, S-12 (M7e); S-13, S-14, S-15, S-19, S-20, S-21, S-22 (M7f).
• Navigation graph, deep links, Hilt bindings, notifications (M8); real repositories (M5).
• Editing :core:design (requests go to the orchestrator) or :core:model; any dependency on :data or :domain.
• Fake scenarios outside this plan's fakes/<feature>/ directories.

10. Report

• Branch agent-m7d, head commit hash after rebasing on main.
• Gate output: BUILD line, actionable tasks line, screenshot task result, test counts from fresh XML.
• Screens × states table with golden file names; states skipped as not applicable.
• Versions added (if any) with sources; dependency-report lines.
• Strings used that are missing from strings.csv (should be none) and design-spec mismatches.
• Numbering used or TODO(spec) occurrences.
• Contract requests (:core:design, :core:model), open questions, spec gaps (with section numbers).

11. Numbering

Decision ids, spec version and schema version are assigned by the orchestrator in the start prompt; use TODO(spec) if none was given.