kvitt/SPEC.md

# Kvitt: specification

Version **0.12** (2026-10-18). Schema version **2**. Sync protocol version **1**. Push payload version **1**.

This file is the single source of truth for Kvitt. It is written for implementation agents that have no other context. If code, a plan or `CLAUDE.md` disagrees with this file, this file is right. Words in `code` are literal identifiers, paths, enum values or error codes and must be used exactly as written. Anything not decided here is listed in §12 as `TODO(spec)`; do not invent a value for it.

Conventions used throughout:

* "Owner" is Jacob, the admin user. "Partner" is the other user. "User" is either of the two.
* "Öre" is 1/100 SEK. All money is an integer number of öre.
* "bp" is basis points. 10000 bp is 100 %.
* Timestamps are RFC 3339 UTC strings in exactly this form: `2026-10-17T06:00:00.000Z` (millisecond precision, literal `Z`). This form sorts correctly as a string.
* Dates without time are ISO 8601 `YYYY-MM-DD`. Months ("periods") are `YYYY-MM`. ISO weeks are `YYYY-Www` with the ISO week-numbering year (week starts Monday).
* Ids are UUIDv7, lowercase, hyphenated, 36 characters, stored and sent as strings.
* JSON keys are `snake_case`. Enum values are lowercase `snake_case` strings.
* "Must", "must not" and "may" are binding.

---

## 1. Overview & goals

Kvitt is a shared-expense app for one household of exactly two people living in Sweden: the owner and his spouse. It replaces Splitwise for them. It tracks who paid for what, who owes whom, and how the household spends money over time.

It consists of:

* A native Android app (Kotlin, Jetpack Compose) on two Samsung phones (Galaxy S26 and Galaxy S26+, Android 16). The app keeps a full copy of the household's data in a local Room database and works fully offline for expenses and settlements.
* A small Rust server (axum, SQLite) in Docker on a Raspberry Pi 3 at the owner's home, reachable at `https://icehack.asuscomm.com:8443`. The server stores the authoritative copy, syncs the phones, creates recurring expenses, sends push notifications, keeps an audit log and hosts the APK for in-app updates.

Goals for v1:

1. **G-1 Correct money.** Balances are exact to the öre and computed identically on phone and server, guaranteed by shared test vectors.
2. **G-2 Offline first.** Creating, editing and deleting expenses and settlements never waits for the network. Two weeks offline followed by a sync loses nothing.
3. **G-3 Flexible splitting.** Per-account default ratios (50/50 to start, configurable such as 60/40), custom ratios, exact amounts, or 100 % on one person.
4. **G-4 Clear settling.** One global balance, a per-account breakdown, and a settle-up flow that proposes how a payment is spread over accounts.
5. **G-5 Insight.** Monthly and weekly spending by category and by account, computed on the phone.
6. **G-6 Trust.** Every change to an expense or settlement is visible as a timeline of who did what.
7. **G-7 Low-maintenance hosting.** One docker-compose stack on a 1 GB Raspberry Pi, nightly off-site backups, no cloud services except Firebase Cloud Messaging and Google Drive for backups.
8. **G-8 Bilingual.** Every user-visible string exists in Swedish and English. The phone's locale decides: Swedish when the device language is Swedish, English otherwise.
9. **G-9 History.** Six years of Splitwise history can be imported once, repeatably without duplicates.

---

## 2. Non-goals

Not in v1. Agents must not build any of these, even partially:

* Receipt photos or receipt scanning. Profile pictures are the only file upload.
* Any card, bank, Spendwise or other financial-institution integration.
* Multiple currencies or exchange rates. All amounts are SEK. (The importer has a one-off conversion option, §4 FR-17.)
* Joint accounts, shared cards or "paid from the shared pot" as a payer. The payer is always one of the two users.
* More than two users, more than one household, user deletion.
* Passwords, password reset, email, SMS, OAuth sign-in.
* Play Store distribution.
* CSV or any other export.
* A web client. The only HTML the server serves is the invite landing page (§4 FR-2).
* Server-side analytics or reporting endpoints.
* Debt simplification (meaningless with two users) and netting several accounts in opposite directions inside one settlement.
* Editing accounts, categories, recurring templates, profiles or invites while offline.
* Tablet, foldable or landscape-specific layouts. Portrait phone only; landscape must not crash.
* Widgets, Wear OS, iOS.
* In-app language picker. The phone locale decides.
* Comments or chat on expenses.

---

## 3. Users & core user stories

### 3.1 Roles

| Role | Who | Count | Extra rights |
|---|---|---|---|
| `admin` | The owner | exactly 1 | Creates invites (partner and device), cancels invites, revokes any device |
| `member` | The partner | 0 or 1 | Revokes own devices other than the one in use |

Everything else (expenses, settlements, accounts, categories, recurring templates) is open to both users with identical rights. Either user may edit or delete anything the other created. Each user edits only their own display name and picture.

A user has one or more devices. v1 expects one phone each, but the model allows any number of devices per user without change.

### 3.2 User stories

* **US-1** As the owner I set up the server once from the command line and pair my phone with a one-time code.
* **US-2** As the owner I invite my partner with a link; my partner installs the app from the link, picks a name and a picture, and is paired.
* **US-3** As a user I add an expense in a few taps: amount, description, category, account; the split defaults to the account's ratio and the payer defaults to me.
* **US-4** As a user I record an expense my partner paid, so they do not have to.
* **US-5** As a user I split an expense differently: a custom ratio, exact amounts, or the whole amount on one of us.
* **US-6** As a user I see one number saying who owes whom overall, and the same per account.
* **US-7** As a user I settle up: I enter what I paid my partner, the app proposes which accounts it settles (oldest first), I adjust and confirm.
* **US-8** As a user I settle one account from that account's screen.
* **US-9** As a user I create expense accounts ("Vardag", "Huset", "Japan 2027"), give each a default ratio, and archive them when done.
* **US-10** As a user I set up a recurring expense (rent, streaming) that appears automatically each month.
* **US-11** As a user I see how much we spent per month or week, by category or by account, as a household total or as my share.
* **US-12** As a user I add and edit expenses on a plane or abroad without a connection, and everything syncs when I am back.
* **US-13** As a user I get a notification when my partner adds, changes or deletes something, and I can see in the expense who changed what.
* **US-14** As a user I am told when a new app version exists and install it from inside the app.
* **US-15** As the owner I import our Splitwise history once.
* **US-16** As the owner I can restore everything from a backup if the Pi dies.
* **US-17** As the owner I can remove a lost phone's access.

---

## 4. Functional requirements (v1)

Each requirement has acceptance criteria (AC). An AC is satisfied only when a test (unit, integration, screenshot or instrumented) or a documented manual check in the milestone's gate demonstrates it. Limits and rules referenced as §9.x are stated only there.

### FR-1 Server bootstrap

The server starts with an empty database. The household is created from the command line on the Pi.

* AC-1.1 `kvitt-server bootstrap` on a database with no users creates an invite of kind `admin_setup`, prints its code (format §8.3), its landing link `https://icehack.asuscomm.com:8443/i/<CODE>` (the base URL from `KVITT_PUBLIC_URL`), its expiry, and exits 0.
* AC-1.2 `kvitt-server bootstrap` on a database that has users prints `already initialized` to stderr and exits 2. It creates nothing.
* AC-1.3 Running `kvitt-server bootstrap` again before the first code is used cancels the previous `admin_setup` invite and prints a new one.
* AC-1.4 Accepting the `admin_setup` invite (FR-2) creates the `admin` user with the given display name and the first device, and returns a device token.
* AC-1.5 `GET /setup/status` returns `{"initialized": false}` before AC-1.4 and `{"initialized": true}` after.
* AC-1.6 `kvitt-server pair-device --user <user_id>` creates a `device` invite for an existing user and prints it like AC-1.1. This is the recovery path when the owner has lost every paired phone.

### FR-2 Invites and pairing

* AC-2.1 The admin creates a `partner` invite from Settings. It is refused with `household_full` when two users exist. Creating a new `partner` invite cancels any pending one.
* AC-2.2 The admin creates a `device` invite for either user from Settings (to pair a second phone).
* AC-2.3 An invite is single-use and expires 72 hours after creation. An expired, cancelled, used or unknown code is refused with `invite_invalid`; the response does not reveal which.
* AC-2.4 Accepting an invite takes the code, a device name and (for `admin_setup` and `partner`) a display name. It returns a bearer token, the user, the device and the household's users. For a `partner` invite it creates the `member` user. On a first pairing the app asks for the display name on S-1 (§13.3); a partner confirms it on S-2 (AC-2.10) (D-050).
* AC-2.5 `GET /i/<CODE>` serves an HTML landing page in Swedish if the request's `Accept-Language` prefers `sv`, English otherwise. It shows: the app name, "Download Kvitt" linking to the latest APK (FR-16), an "Open in Kvitt" button linking to `kvitt://invite?server=<urlencoded KVITT_PUBLIC_URL>&code=<CODE>`, the code in groups of 4, and one sentence of instructions (copy in §13.3, "Invite landing page"). It does not reveal whether the code is valid and contains no personal data. While no APK is published (E-5 would answer `not_found`) the page omits the download button. The page is sent with `Referrer-Policy: no-referrer` and `Cache-Control: no-store`. The 404 page (E-4 with a code outside 1 to 32 characters) shows only "Kvitt" and "404".
* AC-2.6 The app opens from `kvitt://invite?server=…&code=…` and from `https://icehack.asuscomm.com:8443/i/<CODE>` (unverified link, the user may get a chooser) directly into the pairing screen with both fields filled. The `https` link is declared with `android:autoVerify="false"`. An invite link opened while the phone is paired is ignored: the app stays where it is and never re-pairs over live data (D-084).
* AC-2.7 The pairing screen also accepts manual entry: a server URL (prefilled with `https://icehack.asuscomm.com:8443` in release builds) and the code. Codes are normalised per §8.3 before sending.
* AC-2.8 Release builds accept only `https://` server URLs. Debug builds also accept `http://` for `localhost`, `10.0.2.2` and private LAN addresses (`10.*`, `172.16.*`-`172.31.*`, `192.168.*`). The limit is enforced in code by `SessionRepositoryImpl.normaliseServerUrl`, not by the network security config, which cannot express IP ranges (§8.5, D-082).
* AC-2.9 After pairing, the app runs a full sync (§14.4) and then asks for the notification permission (Android `POST_NOTIFICATIONS`). As built (M8), the request is made after the first successful sync after pairing.
* AC-2.10 A `partner` pairing continues to a profile step (display name prefilled from the accept call, optional picture) before the Home screen.
* AC-2.11 The admin sees pending invites (kind, created, expiry) in Settings and can cancel each.
* AC-2.12 More than 10 failed invite accepts from one client IP within 60 minutes yield `rate_limited` for the rest of that window. A failed accept is any 4xx answer of E-3 other than 429. After the tenth failure, further accepts from that IP are refused with `rate_limited` until 60 minutes after the first counted failure; the window is fixed from the first counted request, not sliding (D-031).

### FR-3 Devices and revocation

* AC-3.1 Settings lists devices: the admin sees all devices of both users; a member sees their own. Each row shows device name, owner, paired date, last seen date, app version, and "This device" for the current one.
* AC-3.2 The admin can revoke any device except the one in use (`cannot_revoke_current_device`). A member can revoke their own devices except the one in use.
* AC-3.3 A revoked device's next request gets HTTP 401 `device_revoked`. The app then deletes its token, its local database and its cached pictures, and shows the "Device removed" screen with a "Pair again" button.
* AC-3.4 A revoked device never receives pushes again.
* AC-3.5 Devices are never deleted from the database; revocation sets `revoked_at` and clears the device's `fcm_token` (D-034).

### FR-4 Profiles

* AC-4.1 Each user has a display name (limits §9.6) and an optional profile picture.
* AC-4.2 A user edits their own display name in Settings (online only). The change reaches the other phone through sync.
* AC-4.3 A user sets their own picture from the Android photo picker (no camera capture in v1) or removes it. Upload is online only.
* AC-4.4 The server accepts JPEG, PNG and WebP up to 5 MiB and at most 8000 × 8000 pixels, applies EXIF orientation, centre-crops to a square, re-encodes as JPEG quality 85 at 512 × 512 and 128 × 128, strips all metadata, and increments the user's `picture_version` (the first upload is version 1; after a removal the next version follows the highest one ever used, §10.4, D-030). PNG and WebP transparency is flattened onto white (D-034). Other input is refused with `image_invalid`, `unsupported_media_type` or `payload_too_large`.
* AC-4.5 Where no picture exists, the app shows the user's initials (first letter of the first two words of the display name, uppercase) on one of two colour tokens, `avatar-1` and `avatar-2` (values in U2's `docs/ux/design-spec.md`). A user's slot is a stable function of the user id, so the same user has the same colour on both phones (D-052).
* AC-4.6 The app caches pictures on disk (Coil) keyed by user id and `picture_version`, so they show offline.

### FR-5 Household gate

* AC-5.1 Until the partner has joined, the admin's Home screen shows "Waiting for your partner" with the "Invite partner" action, and creating accounts, expenses, settlements and recurring templates is not offered.
* AC-5.2 The server refuses account creation, recurring template creation and any expense or settlement mutation with `household_incomplete` while fewer than two users exist. (The rule exists because every split refers to both users.)

### FR-6 Expense accounts

* AC-6.1 Either user creates an account (online) with a name and a default split ratio. The editor starts at 50/50. Ratios are entered as percent with up to two decimals per user, the second user's value always being 100 minus the first; stored as bp (§9.1).
* AC-6.2 Account names are unique among non-deleted accounts, compared case-insensitively after trimming (Unicode lowercase). A duplicate is refused with `name_taken`.
* AC-6.3 Either user renames an account or changes its default ratio (online). A ratio change affects only expenses created afterwards; existing expenses keep the shares they were saved with.
* AC-6.4 Either user archives or unarchives an account (online), even with a non-zero balance. Archived accounts are hidden from the account pickers for new expenses and recurring templates, shown in a collapsed "Archived" section on Home, still count toward the global balance, still appear in analytics and can still be settled. Hiding is a picker rule only: the server accepts archived accounts and categories in E-28 and E-29 (as it does in sync pushes, §9.10).
* AC-6.5 Either user deletes an account (online) only when no non-deleted expense, no allocation of a non-deleted settlement and no non-deleted recurring template references it. Otherwise `account_not_empty`. Deletion is a soft delete (tombstone) so phones learn of it through sync.
* AC-6.6 Accounts are listed by `created_at` ascending, the order used by the settlement proposal (§9.4).
* AC-6.7 The account create and edit actions are disabled with a "Needs connection" hint when the phone is offline (§9.9).

### FR-7 Categories

* AC-7.1 One global, editable category list. A category has a name, an icon token (§9.7) and a colour token (§9.7).
* AC-7.2 The database is seeded with exactly these fourteen default categories (fixed ids, §14.1; the four with `sort_order` 25, 45, 85 and 95 were added by migration 0002, §14.1.1, D-054), each shown with its localised default name until a user renames it:

| `default_key` | English name | Swedish name | `icon` | `color` | `sort_order` |
|---|---|---|---|---|---|
| `groceries` | Groceries | Mat & hushåll | `shopping_cart` | `green` | 10 |
| `restaurants` | Dining (D-067) | Restaurang & café | `restaurant` | `orange` | 20 |
| `housing` | Housing | Boende | `key` | `indigo` | 25 |
| `home` | Home | Hem | `home` | `brown` | 30 |
| `utilities` | Utilities | Räkningar | `bolt` | `yellow` | 40 |
| `insurance` | Insurance | Försäkringar | `shield` | `slate` | 45 |
| `transport` | Transport | Transport | `directions_car` | `blue` | 50 |
| `travel` | Travel | Resor | `flight` | `teal` | 60 |
| `entertainment` | Entertainment | Nöje | `movie` | `purple` | 70 |
| `health` | Health | Hälsa | `medical_services` | `red` | 80 |
| `children` | Children | Barn | `child_care` | `lime` | 85 |
| `shopping` | Shopping | Shopping | `shopping_bag` | `pink` | 90 |
| `fees` | Fees & taxes | Avgifter & skatter | `account_balance` | `amber` | 95 |
| `other` | Other | Övrigt | `category` | `grey` | 100 |

  `home` keeps furniture, supplies, maintenance, electronics and services; rent and mortgage belong to `housing` (D-054).

* AC-7.3 Either user creates a category (online) with a name, icon and colour. New categories get `sort_order` = the maximum `sort_order` over non-deleted categories + 10 (D-034).
* AC-7.4 Either user renames, re-icons, recolours or reorders a category (online). Renaming a default category stores the custom name; "Reset name" (only for default categories) clears it so the localised name shows again.
* AC-7.5 Either user archives or unarchives a category. Archived categories are not offered for new expenses or templates but stay on existing ones and in analytics.
* AC-7.6 A category is deletable only if no non-deleted expense or non-deleted recurring template uses it (`category_in_use` otherwise). Default categories (with a `default_key`) cannot be deleted (`category_is_default`); they can be archived. Deletion is a soft delete.
* AC-7.7 Category names have no uniqueness rule.

### FR-8 Expenses

* AC-8.1 An expense has: account, amount (öre), description, category, date, payer, split, notes, created-by, last-modified-by, timestamps. Limits in §9.6.
* AC-8.2 Either user creates, edits or deletes any expense, online or offline. The id is a client-generated UUIDv7.
* AC-8.3 The payer is either user. The editor defaults the payer to the current user.
* AC-8.4 The date is any date within §9.6 limits, past or future. It defaults to today in the phone's time zone. This date is the only date used in analytics and lists.
* AC-8.5 Split modes (enum §9.1): `default` (the account's default ratio, copied into the expense when saved), `ratio` (a custom ratio), `exact` (exact öre per user), `full` (the whole amount borne by one chosen user, who may be the payer or not). Share computation per §9.1.
* AC-8.6 The editor defaults: account = the account last used on this phone if still active, else the oldest active account; category = the category suggestion of §9.11 for a new expense, whose last step is the category last used in that account on this phone if still active, else `other` (D-049); when `other` is archived too and no active last-used category exists, the editor shows no category until the user picks one (v0.9); editing an existing expense keeps its category; split mode `default`.
* AC-8.7 Exact mode: the user types one user's share; the other user's share is the amount minus it and is shown read-only. A typed share larger than the amount blocks saving with an inline error.
* AC-8.8 Changing the account of an expense in mode `default` re-copies the new account's ratio. In other modes the split is kept.
* AC-8.9 Deleting asks for confirmation and is a soft delete. Deleted expenses disappear from lists, balances and analytics on both phones after sync.
* AC-8.10 Expense lists show, per row: category icon and colour, description, date, amount, and a one-line effect from the viewer's side ("You lent 205,00 kr", "You borrowed 205,00 kr", "Not involved" for `full` on the payer, matching §13 copy; Swedish "Du lånade ut 205,00 kr", "Du lånade 205,00 kr", "Inte inblandad", D-052). Rows are ordered by date descending, then `created_at` descending.
* AC-8.11 An expense created from a recurring template is an ordinary expense in every way (editable, deletable) and shows "Recurring" with the template name in the detail view.

### FR-9 Recurring expenses

* AC-9.1 Either user creates, edits, pauses, resumes or deletes a recurring template (online). A template holds the expense fields (account, amount, description, category, payer, split mode and shares, notes) plus `day_of_month` (1-31), `start_period` and an optional `end_period`.
* AC-9.2 The server creates one expense per template per period at 06:00 Europe/Stockholm on the template's day. Days 29, 30 and 31 clamp to the last day of shorter months (day 31 in April creates on 30 April; day 29 in February 2027 creates on 28 February).
* AC-9.3 Generation rules (catch-up after downtime, idempotency, split resolution) are in §9.5.
* AC-9.4 Editing a template changes only expenses generated afterwards.
* AC-9.5 A generated expense that a user deletes is not recreated.
* AC-9.6 Each generated expense writes an audit entry with `source` = `recurring` and sends `recurring_expense_created` to every device of both users.
* AC-9.7 The template list shows each template's description, amount, account, day of month, paused state and next occurrence date (computed by the server, `next_occurrence_date`).
* AC-9.8 The editor's default `start_period` is the current month if `day_of_month` is today or later in the phone's time zone, else the next month. A new template's `day_of_month` defaults to today's day of the month, so the default `start_period` is the current month until the user picks an earlier day (D-072). The user may choose a `start_period` up to 12 months in the past (backfill) and any month in the future.

### FR-10 Balances

* AC-10.1 Home shows one global balance between the two users from the viewer's side: "<Partner> owes you X", "You owe <Partner> X" or "All settled up".
* AC-10.2 Home lists every active account with its balance in the same wording, and archived accounts in a collapsed section.
* AC-10.3 The account screen shows that account's balance and its expenses and settlements interleaved by date.
* AC-10.4 Balances are computed on the phone from the local database with the domain function of §14.5, include pending (unsynced) local changes, exclude deleted rows, and update immediately after a local write.
* AC-10.5 The global balance equals the sum of the per-account balances, archived accounts included.

### FR-11 Settlements

* AC-11.1 A settlement is a payment from one user to the other with an amount, a date, an optional note and one or more per-account allocations. Limits in §9.6.
* AC-11.2 The allocations' sum must equal the settlement amount. Each allocation is positive. An account appears at most once.
* AC-11.3 Global settle-up (from Home): the direction defaults to "the user who owes pays", the amount defaults to the absolute global balance (or empty when it is zero). The app computes the proposal with `propose_allocation` (§9.4, §14.5) and shows one editable row per proposed account plus "Add account" to add any other account (active or archived). The confirm button is enabled only when the allocations sum to the amount; the remaining difference is shown live.
* AC-11.4 Per-account settle-up (from the account screen) creates a settlement with exactly one allocation for that account; the amount defaults to the absolute account balance and the direction to "the user who owes in this account pays".
* AC-11.5 An allocation larger than the payer's current debt in that account is allowed (over-settling flips the account's sign) and is marked with a warning per row ("This settles more than is owed in <account>"). The confirm dialog repeats the warning.
* AC-11.6 Settlements can be created, edited and deleted (soft delete) offline, by either user, like expenses. When editing, the proposal and warnings are computed with the edited settlement excluded from the balances. An edited settlement opens with its saved allocation rows counted as edited by the user, so changing the amount keeps them; "Suggest again" (`settle_propose_again`, "Föreslå igen") re-proposes (D-074).
* AC-11.7 A settlement row in lists shows "<Payer> paid <Recipient> X" and the account count when more than one allocation exists. In an account's list (S-5) X is the settlement's allocation to that account, not the settlement total; everywhere else X is the total.
* AC-11.8 The server's `POST /settlements/proposal` returns exactly what the phone's `propose_allocation` returns for the same server state (verified by shared vectors). The phone always computes locally; the endpoint exists for parity tests and server-side tooling.

### FR-12 Audit log and timeline

* AC-12.1 The server appends an audit entry for every accepted create, update and delete of an expense or settlement, from the app, the scheduler or the importer. Entries are never updated or deleted.
* AC-12.2 An entry records entity type, entity id, action, source, actor user, actor device (null for scheduler and importer), client time of the change, server time, and a field diff (§14.4.7).
* AC-12.3 Audit entries reach both phones through sync pull.
* AC-12.4 The expense and settlement detail views show a timeline, newest last, one line per entry, such as "Anna created this · 3 Oct 14:02", "You changed the amount from 400,00 kr to 412,00 kr · 3 Oct 18:30", "Anna deleted this". Diffs show field names in the UI language; ids are resolved to names (accounts, categories, users).
* AC-12.5 A pending local change not yet synced shows as a last timeline line "Your change is waiting to sync".

### FR-13 Push notifications

* AC-13.1 When the server accepts a create, update or delete of an expense or settlement from a device of user U, it sends a push to every non-revoked device of the other user that has an FCM token. Types and payload in §14.6.
* AC-13.2 Recurring generation sends to every non-revoked device of both users.
* AC-13.3 The importer sends no pushes.
* AC-13.4 One `POST /sync` that produces more than 3 notifiable changes sends one `sync_batch` push instead of one per change.
* AC-13.5 The app shows the notification only after it has synced the change, built from local data in the phone's language (title and body copy in §13). If that sync fails within 20 seconds, it shows a generic text without amounts or descriptions.
* AC-13.6 Tapping a notification opens the detail view of the changed expense or settlement (S-8 or S-10). It opens Home for deletions, for `sync_batch` and for the generic notification (shown when the sync failed or the entity or its actor is missing locally) (D-085).
* AC-13.7 The app registers for push by Firebase Installation ID (D-083): it calls `register()` whenever it is paired and at each app start while paired, and every id Firebase hands to `onRegistered(fid)` is sent as `fcm_token` with `PUT /devices/current/push-token` (E-17). When the device is revoked (AC-3.3) the app calls `unregister()`.
* AC-13.8 No personal content (names, amounts, descriptions, notes) is placed in the FCM payload.

### FR-14 Analytics

* AC-14.1 Analytics are computed on the phone from Room with the pure function of §14.5.4; the server has no reporting endpoint. They work offline and include pending local changes.
* AC-14.2 Range presets: `this_month`, `last_3_months`, `last_6_months`, `last_12_months`, `this_year`, `all_time`, `custom` (start and end date pickers). "Last N months" means the current month and the N-1 months before it, whole months. Default `last_6_months`.
* AC-14.3 Granularity: `month` or `week` (ISO, Monday start). Default `month`.
* AC-14.4 Measure: `household` (sum of full expense amounts, whoever paid) or `my_share` (sum of the viewer's shares). Default `household`.
* AC-14.5 Group by: `category` or `account`. Default `category`.
* AC-14.6 Charts: (1) spend over time, a stacked bar per bucket coloured by group; (2) category breakdown for the range, horizontal bars sorted by amount descending with amount and percent; (3) account breakdown for the range, same form. A total for the range is shown above the charts. Settlements are never counted as spend.
* AC-14.7 Every bucket in the range appears, empty ones as zero. Buckets at the edges of a custom range count only dates inside the range.
* AC-14.8 Tapping a bar or a breakdown row opens a list of the expenses behind that number.
* AC-14.9 Deleted expenses are excluded; archived accounts and categories are included.
* AC-14.10 Percentages are rounded half-up to one decimal and may not sum to exactly 100.

### FR-15 Offline and sync

* AC-15.1 The phone holds a full local copy of: users, accounts, categories, recurring templates, expenses, settlements and audit entries (Room, §14.2).
* AC-15.2 Expenses and settlements can be created, edited and deleted offline. Accounts, categories, recurring templates, profile, pictures, invites and devices need the server; their actions are disabled offline with "Needs connection".
* AC-15.3 Sync runs on app start and every return to the foreground, 2 seconds after the last local write (debounced), every 15 minutes in the background through WorkManager (network constraint), and on every FCM data message (expedited one-off work, waited for up to 20 seconds, AC-13.5). Only one sync runs at a time. WorkManager names in §14.4.1 (D-028).
* AC-15.4 The app shows a "Last synced" relative time and a pending-changes count on Home, and a sync status screen (§13).
* AC-15.5 Conflicts resolve by last-write-wins per row on the client `updated_at`, deletes are final, and rejected changes are shown to the user (§14.4).
* AC-15.6 A phone offline for 14 days with 200 local changes syncs all of them on reconnect (integration test with a scripted clock).

### FR-16 In-app update

* AC-16.1 The server hosts the latest signed release APK and its metadata (§10.6).
* AC-16.2 Release builds call `GET /apk/latest` on every cold start and at most once per 6 hours while resumed. When `version_code` is greater than the installed one, Home shows an "Update available" banner with the version name.
* AC-16.3 "Update" downloads the APK to the app's cache, verifies the size and SHA-256 from the metadata, and installs through `PackageInstaller`. The first time, Android asks the user to allow "Install unknown apps" for Kvitt; the app explains this beforehand: `UpdateRepository` emits `UpdateState.NeedsInstallPermission` once (the explanation-shown flag in `prefs.preferences_pb`, §14.2.2), and the next `install()` proceeds to the system prompt.
* AC-16.4 A verification failure deletes the file and shows "Download failed, try again".
* AC-16.5 Debug builds never check for updates.
* AC-16.6 "Check for update" on S-22 calls `UpdateRepository.check()`; when `UpdateState` is still `None` afterwards it reports "You have the latest version" (`settings_about_up_to_date`, "Du har den senaste versionen"). A network failure cannot be told apart because `check()` returns nothing; accepted for v1, with a contract request in §11.3 (D-073).

### FR-17 Splitwise import

* AC-17.1 A one-off CLI `kvitt-import` (crate `kvitt-import`) imports Splitwise CSV exports, one file per Splitwise group, each into a Kvitt account named on the command line. Details §10.8.
* AC-17.2 Re-running the same import creates nothing new (stable import key, §10.8).
* AC-17.3 Splitwise categories map to Kvitt categories by the fixed table in §10.8; unknown names map to `other` and are listed in the summary.
* AC-17.4 Splitwise payments become settlements with one allocation.
* AC-17.5 `--dry-run` prints the summary (rows read, expenses, settlements, skipped duplicates, unknown categories, non-SEK rows, the reconciliation of §10.8) and writes nothing; it runs the whole import transaction and rolls it back, with the same exit status a real run would have (D-046).
* AC-17.6 Imported rows produce audit entries with `source` = `import` and no pushes.

### FR-18 Backups and restore

* AC-18.1 Every night at 03:30 Europe/Stockholm the backup sidecar writes a consistent SQLite snapshot and a pictures archive, gzips them and uploads them to the owner's Google Drive folder with rclone. Nothing on Drive is ever deleted or overwritten.
* AC-18.2 A restore drill following §10.9 restores a backup on the Pi and both phones then sync correctly, documented in `docs/validation/restore-drill.md`.

### FR-19 Localisation and formatting

* AC-19.1 Every user-visible string is a resource in `values/strings.xml` (English, the fallback) and `values-sv/strings.xml` (Swedish). No string literal appears in feature code. A lint or test in the Android gate fails on a key missing from either file.
* AC-19.2 Money formatting per §9.8, dates per §9.8.
* AC-19.3 Category default names and every enum shown to users have strings in both languages.

### FR-20 Health

* AC-20.1 `GET /health` returns status, server version, schema version and a database check, unauthenticated, in under 100 ms on the Pi.
* AC-20.2 The docker healthcheck of the `server` service uses it.

---

## 5. Data model

This section explains the entities and their meaning. The exact server DDL is §14.1, the phone's Room entities §14.2, the wire JSON §14.3. Limits are in §9.6.

### 5.1 Entity overview

| Entity | Id origin | Synced to phones | Written by phones | Notes |
|---|---|---|---|---|
| User | server | yes (pull) | REST only, own profile | Exactly two in a complete household |
| Device | server | no | REST only | One per paired app install |
| Invite | server | no | REST only, admin | Single-use pairing code |
| Account | server | yes (pull) | REST only | Expense account, like a Splitwise group |
| Account default share | with account | yes (inside account) | REST only | One row per user, sums to 10000 bp |
| Category | server (defaults seeded with fixed ids) | yes (pull) | REST only | Global list |
| Recurring template | server | yes (pull) | REST only | Monthly generator |
| Recurring template split | with template | yes (inside template) | REST only | Shares for modes `ratio`, `exact`, `full` |
| Expense | client (UUIDv7) | yes (pull and push) | sync push | Soft delete |
| Expense split | with expense | yes (inside expense) | sync push | One row per user |
| Settlement | client (UUIDv7) | yes (pull and push) | sync push | Soft delete |
| Settlement allocation | with settlement | yes (inside settlement) | sync push | One row per account |
| Audit entry | server | yes (pull) | never | Append-only |
| Sync mutation record | server | no | never | Idempotency of pushes |
| Sync sequence, meta | server | no (epoch is sent in pull) | never | Global `server_version` counter, `sync_epoch` |

Local-only phone tables: `sync_state` and `sync_rejections` (§14.2).

### 5.2 Ownership of fields

* **`server_version`**: an integer from one global, strictly increasing sequence. Every insert or update of a synced row (users, accounts, categories, recurring templates, expenses, settlements, audit entries) takes the next value. Child rows (shares, splits, allocations) have none; a change to a child bumps its parent. Phones never set it.
* **`created_at`, `updated_at`** of expenses and settlements are set by the phone's clock at the time of the local write and are the last-write-wins key. For server-written rows (all others, and expenses created by the scheduler or importer) they are the server clock.
* **`created_by_user_id`** is set by the server from the authenticated device's user when it first stores the row, never taken from the client. `updated_by_user_id` and `updated_by_device_id` are set by the server on every accepted write.
* **`deleted_at`** marks a tombstone. Tombstones are kept forever on both server and phone and are synced like any other row.
* **`archived_at`** (accounts, categories) hides an item from pickers; it never affects money.

### 5.3 Money

* Amounts are integer öre in signed 64-bit integers (Kotlin `Long`, Rust `i64`, SQLite `INTEGER`).
* An expense's shares, one per user, always sum exactly to its amount.
* Ratios are integer bp per user summing to 10000.
* A user's **net position** in an account is: what they paid for expenses, minus their shares, plus settlement allocations they paid, minus settlement allocations they received. The two users' net positions always sum to zero. A positive net means the other user owes them that much. Formal definition §9.3.

### 5.4 Relationships

* An expense belongs to one account and one category, has one payer and exactly two splits (one per user), and optionally references the recurring template and period it was generated for.
* A settlement has a payer (`from_user_id`), a recipient (`to_user_id`) and one or more allocations, each to one account.
* An audit entry references one expense or settlement by type and id.
* A device belongs to one user. An invite of kind `device` targets one user.
* References from synced rows point only at rows that are never hard-deleted, so a reference always resolves on the server. On the phone a reference may be briefly unresolved during a pull (§14.2); the UI shows such a row only after its references resolve.

### 5.5 What is not stored

* No balances, totals or analytics are stored anywhere; they are always computed from rows.
* No exchange rates, no currencies (SEK is implicit).
* No passwords. Tokens and invite codes are stored only as SHA-256 hashes.

---

## 6. Architecture & stack

### 6.1 System view

```
 Samsung S26 (owner)            Samsung S26+ (partner)
 ┌──────────────────┐           ┌──────────────────┐
 │ Kvitt app        │           │ Kvitt app        │
 │ Compose UI       │           │                  │
 │ domain (pure)    │           │                  │
 │ Room (full copy) │           │                  │
 └───────┬──────────┘           └────────┬─────────┘
         │ HTTPS :8443 (bearer token)    │
         ▼                               ▼
   router: external 8443 ──► Kvitt Pi :8443        (80/443 go to the Home Assistant Pi)
 ┌───────────────────────── Raspberry Pi 3, docker compose ─────────────────────────┐
 │ caddy (TLS, :8443) ──► server (axum, :8080) ──► /data/kvitt.sqlite (WAL)          │
 │ cert-sync (ssh pull from HA Pi nightly, reload caddy)                             │
 │ backup (sqlite .backup + gzip nightly ──► rclone ──► Google Drive)                │
 └───────────────────────────────────────────────────────────────────────────────────┘
         │ FCM HTTP v1 (service account)          ▲ Pi pulls images
         ▼                                        │
   Firebase Cloud Messaging ──► phones      owner's M4 Mac: build linux/arm64 images ──► Gitea registry
```

### 6.2 Android app

| Concern | Choice | Why |
|---|---|---|
| Language | Kotlin 2.x, latest stable | Owner's requirement |
| UI | Jetpack Compose, Material 3; Material 3 Expressive components where they are stable. The Material 3 artifact is pinned explicitly in the catalog (1.4.0 at M2b) alongside the Compose BOM. Against material3 1.4.0 only `ShortNavigationBar` of the Expressive set is public and used; every other Expressive API takes the fallback listed in D-064 (M6) | Native, modern, screenshot-testable |
| Min / target SDK | `minSdk` 36 (Android 16); `compileSdk` and `targetSdk` 37 (the latest stable API when M2b pinned them, in `libs.versions.toml`) | Both phones run Android 16; no legacy paths |
| Local DB | Room 3 (`androidx.room3`, 3.0.3 at M2b), KSP only, an `SQLiteDriver` with `androidx.sqlite:sqlite-bundled`, exported schema (D-012) | Full offline copy; migrations with tests |
| DI | Hilt. `:data`'s `DataModule` provides implementations only; the bindings of the `:core:model` interfaces to them live in `DataBindingsModule` (`@DisableInstallInCheck`), which `:app` includes in both variants through `di/AppDataModule.kt` in `src/main` (D-041, revised by D-081) | Standard, works with WorkManager and ViewModels |
| HTTP | Ktor client (OkHttp engine), kotlinx.serialization JSON | Kotlin-first, multiplatform-style DTOs |
| Background | WorkManager (periodic 15 min sync, expedited sync) | Survives process death, respects Doze |
| Dates | kotlinx-datetime | Allowed in pure modules (no `java.time`) |
| Images | Coil (Compose) with an auth header interceptor | Disk cache for offline avatars |
| Charts | Compose `Canvas` in `:core:design`, no chart library (D-063). Vico 3.3.1 cannot give the per-bar TalkBack nodes and tap targets, 2 dp segment gaps, 10/4 corner radii on the whole bar and an axis gutter growing at 200 % that `docs/ux/design-spec.md` §3.10 requires; Vico stays in the version catalog unused, removable in a later cleanup | The three charts are small; the design spec's accessibility rules need per-bar control |
| Push | Firebase Cloud Messaging (firebase-messaging 26.0.0 through the Firebase BoM 35.0.2, google-services plugin 4.5.0; registration by Firebase Installation ID, D-083), only inside `:adapter:fcm` | Free tier; vendor isolated per `CLAUDE.md` |
| Secrets | Android Keystore: an AES-256-GCM key (non-exportable) encrypts the device token; ciphertext in a private DataStore file | `EncryptedSharedPreferences` is deprecated |
| Build | Gradle with version catalog `android/gradle/libs.versions.toml`, Gradle daemon on JDK 25 (pinned), bytecode target Java 17. With AGP 9, `check` runs only the debug unit-test variant. `versionCode` and `versionName` come from the Gradle properties `kvitt.versionCode` and `kvitt.versionName`, defaulting to `1` and `dev` (§10.6) | Existing pin |
| Tests | JUnit, Compose screenshot tests with Roborazzi (1.76.0 at M2b) on Robolectric (4.17) with `@Config(sdk = [36])` (D-010), Room tests (DAOs and migrations) on Robolectric with the framework SQLite driver, migration tests built from the exported schema JSON rather than `room3-testing` (D-042), Ktor `MockEngine`. Unit tests run on JDK 25 with `--add-exports java.base/jdk.internal.access` and `--add-opens java.base/java.io` for Robolectric, set in `build-logic` for every Android module (D-013). `failOnNoDiscoveredTests` is off only for modules without `src/test` (the shells) and on everywhere else (D-014) | No mocking libraries (`CLAUDE.md`) |
| Typeface | The Material 3 default typeface; the app bundles no font file (D-020) | No licence step, no font resource |

Module graph (directory `android/`):

| Module | Kind | Contents | May depend on |
|---|---|---|---|
| `:core:model` | pure Kotlin/JVM | Domain types (§14.5.1), analytics types (§14.5.4, package `se.hagstedt.kvitt.model.analytics`), `*State` classes, repository interfaces (§14.2.4) | kotlin, kotlinx |
| `:domain` | pure Kotlin/JVM | Split, balance, allocation, analytics functions (§14.5); test-vector tests | `:core:model` |
| `:core:design` | Android library | Built by M6 (`3080804`) from `docs/ux/design-spec.md` §2 and §3: `KvittTheme`, tokens (`KvittColors`, `KvittShapes`, `KvittMotion`), typography, shared components (money text, avatar, category tile and pickers, balance header, sync pill, banners, charts drawn with `Canvas`, D-063; the ledger rows for expenses and settlements used by S-5, S-12 and S-16; the expense editor fields used by S-7 and S-19, D-019), `MoneyFormatter`, `DateFormatter`, shared strings | `:core:model` |
| `:core:fakes` | Android library, used only by tests, screenshot tests and debug previews | Scenario-driven fakes of every repository interface (they call `:domain` for computed values so fakes never disagree with the real rules) | `:core:model`, `:domain` |
| `:data` | Android library | Room DB, DAOs, entities, Ktor API client and DTOs, sync engine, WorkManager workers, token store, repository implementations, APK updater | `:core:model`, `:domain` |
| `:adapter:fcm` | Android library | `FirebaseMessagingService`, registration by Firebase Installation ID (D-083), maps messages to `PushEvent` (`:core:model`; as built by M8 `PushEvent` still lives in `:adapter:fcm`, the move is on the M12e list of §11.3) | `:core:model` |
| `:feature:onboarding` | Android library | Pairing, partner profile step, waiting for partner, device removed | `:core:model`, `:core:design` |
| `:feature:home` | Android library | Home (global balance, accounts), sync status, update banner | `:core:model`, `:core:design` |
| `:feature:account` | Android library | Account detail, account editor | `:core:model`, `:core:design` |
| `:feature:expense` | Android library | Expense editor, expense detail and timeline | `:core:model`, `:core:design` |
| `:feature:settle` | Android library | Settle up (global and per account), settlement detail and timeline | `:core:model`, `:core:design` |
| `:feature:analytics` | Android library | Analytics screen and drill-down list | `:core:model`, `:core:design` |
| `:feature:settings` | Android library | Settings hub, profile, categories, recurring templates, devices, invites, about | `:core:model`, `:core:design` |
| `:app` | Android application | `MainActivity`, navigation graph, Hilt wiring, deep links, notification channel and building, `Application` class | everything |

**Screenshot tests (D-010).** `roborazzi.test.verify=true` in `android/gradle.properties` makes every unit-test run, and so `check`, compare renders with the committed goldens. An intended change is re-recorded with `tools/gradle-serial.sh recordRoborazziDebug`, and every changed PNG is opened before committing. AGP's Compose Preview Screenshot Testing plugin was still alpha when M2b chose. Golden layout (D-066, M6): one golden per component sheet (or screen state) × light/dark × sv/en, named `<sheet>_<lang>_<theme>.png`, plus a `_200` variant at 200 % font scale for the long states; the content is composed once and language, theme and font scale are switched through a configuration context, so Compose's non-linear font scaling still applies. Feature modules (M7a to M7f) follow the same layout: each feature module has Roborazzi screenshot tests of its screen states with goldens in `src/test/screenshots/`, rendered full screen at 411 × 891 dp, xhdpi (as landed by M7a to M7f).

**Hilt wiring (D-081, M8).** Both variants bind every `:core:model` interface to `:data`: `android/app/src/main/.../di/AppDataModule.kt` includes `DataBindingsModule` (D-041), and `AppBuildInfo` comes from `BuildConfig` in both variants. The debug fakes module (`72f21b2`) and the release-only data module were deleted by M8; no Hilt module lives in `src/debug` or `src/release`. Fakes live only in test source sets and feature previews and never reach an installed build; `:app`'s unit tests run on a plain `Application`, not the Hilt application.

Features never call `:domain` directly: repositories return computed state (balances, previews, proposals), implemented in `:data` with `:domain`. The architecture check (Gradle task in `check`, owned by milestone M2b) fails the build on any other dependency edge and on `java.time`, `java.io` or `android.*` imports in `:core:model` and `:domain`.

**Feature convention (D-017).** Binding for every feature module (worked example and the stateless overload used by previews in `android/README.md`):

* Each feature exposes one composable entry point per screen. The entry point takes a ViewModel provided with `hiltViewModel()` and its navigation as plain lambdas (for example `onOpenExpense: (ExpenseId) -> Unit`, `onBack: () -> Unit`).
* Features never reference other features or the `NavHost`. `:app` owns the `NavHost` and connects the lambdas to routes.
* ViewModels receive repositories through the `:core:model` interfaces (§14.2.4). `:app` binds the interfaces through Hilt to `:data`; bindings to `:core:fakes` exist only in test and debug-preview source sets and never reach a release build.
* Shared UI that two features need is built in `:core:design` by M6 (D-019); a feature never copies another feature's component.
* Strings: `:app` holds only the app name; `:core:design` holds the shared strings (including the notification copy and channel name of §13.3 and §14.6, which `:app` uses); each feature module holds its own. Lint `MissingTranslation` is an error in every module. Keys of a feature module are prefixed by the feature name (`home_`, `account_`, `expense_`, ...); keys in `:core:design` never start with a feature name. This rule wins over any other key convention (§13.4, §14.7).

**Fakes.** Every fake in `:core:fakes` has at least the empty scenario (D-018): the household is complete (two named users, no pictures), there are no accounts, the categories are exactly the fourteen defaults of AC-7.2 (D-054), and there are no expenses, settlements, templates, rejections or pending changes. Feature agents add their own scenarios (§11.3).

### 6.3 Server

| Concern | Choice | Why |
|---|---|---|
| Language | Rust stable, edition 2024; the exact release pinned in `server/rust-toolchain.toml` (1.99.1 at M2a) and the same tag in the Dockerfile (§10.3) | Owner's requirement; small RSS on a 1 GB Pi |
| HTTP | axum on tokio (multi-thread runtime, 2 worker threads) | Mature, small |
| DB | SQLite via sqlx, WAL mode, migrations embedded with `sqlx::migrate!` | One file, easy backup, ample for two users |
| Serialization | serde, serde_json | Standard |
| OpenAPI | utoipa generates the document from code; `contracts/openapi.yaml` is the committed contract; a test asserts the generated document equals it (§14.3) | One contract, checked by the gate |
| Logging | tracing, tracing-subscriber, JSON lines to stdout | Docker log rotation; no personal content (§8.7) |
| Time | chrono with chrono-tz for Europe/Stockholm (M2a confirmed; no other time crate) | DST-correct scheduling |
| Ids | uuid crate, v7 | Same format as phones |
| Images | image crate (decode JPEG/PNG/WebP, encode JPEG) | Pure Rust, no system libs |
| HTTP client (FCM) | reqwest with rustls (crypto provider aws-lc-rs, certificates checked by the platform verifier); needs a C toolchain at build time and CA roots in the image (§10.3) | No OpenSSL on the image |
| FCM auth | Service-account JWT (RS256, jsonwebtoken crate, header `kid` = the key file's `private_key_id`) exchanged at `https://oauth2.googleapis.com/token` for an access token with scope `https://www.googleapis.com/auth/firebase.messaging`, cached until 5 minutes before expiry | HTTP v1 API needs OAuth2 |
| Scheduler | A tokio task inside `kvitt-server` (no extra crate) | One process, simple |

Cargo workspace (directory `server/`):

| Crate | Kind | Contents |
|---|---|---|
| `kvitt-domain` | library, no I/O | Money types, split, balance, allocation, settlement validation (§14.5), `next_occurrence_date` and the day clamping of §9.5 (D-015), test-vector tests. Depends only on `serde`; `serde_json` is a dev-dependency of the vector tests. Ids are plain strings (§14.5.1), so no `uuid` |
| `kvitt-server` | binary `kvitt-server` | Config, DB, migrations, HTTP API, auth, sync, audit, push, scheduler, pictures, APK, CLI subcommands (§10.4) |
| `kvitt-import` | binary `kvitt-import` | Splitwise CSV importer (§10.8). Depends on `kvitt-domain` and reuses `kvitt-server` as a library for DB access and audit writing (`kvitt-server` exposes a `lib.rs`) |

**Server seams (D-015).** So that M3, M4 and M9 work in parallel on M2a's skeleton:

* **Middleware in `router.rs` (M2a):** the `X-Kvitt-Protocol` check (426 `protocol_unsupported`), the `X-Kvitt-Server-Version` response header and the §8.6 body limits (1 MiB, 5 MiB for `PUT /me/picture`) are layers in `src/router.rs`. On authenticated routes the protocol check runs before the token check, so a request with a bad protocol header and a bad token gets 426, not 401. M3's rate limit (§8.6, AC-2.12) is a layer defined in `src/api/rate_limit.rs` and attached at one line in `router.rs` that M2a marks with a comment; that line is the only one M3 edits in `router.rs`.
* **Background tasks:** M2a creates `src/tasks/mod.rs` with a `start` function that `serve` calls once after migrations (initially doing nothing). M4 owns `src/tasks/**` and starts the scheduler, the push sender and the `sync_mutations` pruning from it. As M4 built it (D-039): `tasks::start` returns the `AppState` with the real push queue installed, and `serve` builds the router from that returned state.
* **Audit and push interfaces:** M2a defines the traits `AuditWriter` (in `src/audit/`) and `PushQueue` (in `src/push/`) with no-op implementations, and passes them through the application state (`AppState.audit`, `AppState.push`). M4 replaces the implementations (audit writer and diff of §14.4.7, FCM queue of §14.6); M3 and M9 only call the traits. Since M4 (D-039): `AppState::new` holds `SqlAuditWriter` by default and `NoopAuditWriter` no longer exists; `NoopPushQueue` stays as the queue when push is disabled (§14.6), and `tasks::start` installs the bounded `PushHub` otherwise. As M2a built them (exact signatures in `server/README.md`):
  * `AuditWriter::write` takes the caller's open connection inside its `BEGIN IMMEDIATE` transaction and one `AuditEvent` (entity type and id, action, source, actor user and device, `client_at`, `server_at`, and the wire object before the change, absent for a create, and after it, as JSON), and returns the new audit entry's id or an `AppError`. The writer derives `changes` (§14.4.7) and takes the entry's `server_version` from that same transaction.
  * `PushQueue::enqueue` takes one `PushMessage` (push type, one of the eight of §14.6; entity id or none; actor user id; count). It never blocks and never fails; callers call it after commit.
* **Recurring generation:** M2a implements `next_occurrence_date` and the day clamping in `kvitt-domain` (§14.5.2). M3 writes the one function that generates the due periods of one template (§9.5: candidate periods, one transaction per candidate, audit through `AuditWriter`, push through `PushQueue`) in `src/api/recurring.rs`, used by E-28 and E-29; M4's scheduler calls that function for every template. M4 therefore lands after M3 (it may start in parallel and rebases on M3 before its gate).

### 6.4 Why these choices

* **Phone computes balances and analytics.** Offline is a hard requirement and the data set is small (six years of two-person history is a few thousand rows). Computing on the phone keeps the server dumb and the Pi idle.
* **SQLite over Postgres.** Postgres alone would use a large share of the Pi's 1 GB. SQLite in WAL mode handles two users trivially and backs up as one file.
* **Global `server_version` sequence.** One integer cursor per phone is the simplest correct incremental sync. SQLite's single writer, with every write in a `BEGIN IMMEDIATE` transaction, makes versions commit in order, so a reader never sees a gap that later fills.
* **Last-write-wins on client time.** Two people rarely edit the same expense concurrently; LWW with an audit trail lets them see and fix the rare collision. Clock-skew protection is in §14.4.
* **Push carries ids only.** Personal data does not pass through Google; the phone syncs and builds the text locally.
* **No Play Store.** Two users; a self-hosted APK with `PackageInstaller` is enough.
* **Domain rules twice, one test suite.** Kotlin and Rust implement the same pure functions and must pass the same JSON vectors, so phone and server agree to the öre.

---

## 7. API outline

Base URL: `https://icehack.asuscomm.com:8443` (the value of `KVITT_PUBLIC_URL`). All paths below are relative to it. There is no path prefix and no API version in the path; the protocol version travels in a header (§14.3.1).

| # | Method | Path | Auth | Purpose |
|---|---|---|---|---|
| E-1 | GET | `/health` | none | Liveness and DB check |
| E-2 | GET | `/setup/status` | none | Whether the household has been bootstrapped |
| E-3 | POST | `/invites/accept` | none | Pair a device with an invite code (all three invite kinds) |
| E-4 | GET | `/i/{code}` | none | Invite landing page (HTML) |
| E-5 | GET | `/apk/latest` | none | Latest APK metadata |
| E-6 | GET | `/apk/files/{file_name}` | none | APK download |
| E-7 | GET | `/me` | device | Current user, device and household users |
| E-8 | PATCH | `/me` | device | Change own display name |
| E-9 | PUT | `/me/picture` | device | Upload own picture |
| E-10 | DELETE | `/me/picture` | device | Remove own picture |
| E-11 | GET | `/users/{user_id}/picture` | device | Download a user's picture |
| E-12 | POST | `/invites` | admin | Create a `partner` or `device` invite |
| E-13 | GET | `/invites` | admin | List pending invites |
| E-14 | DELETE | `/invites/{invite_id}` | admin | Cancel an invite |
| E-15 | GET | `/devices` | device | List devices (admin: all; member: own) |
| E-16 | DELETE | `/devices/{device_id}` | device | Revoke a device |
| E-17 | PUT | `/devices/current/push-token` | device | Set or clear this device's FCM token |
| E-18 | POST | `/accounts` | device | Create account |
| E-19 | PATCH | `/accounts/{account_id}` | device | Rename, change default ratio |
| E-20 | POST | `/accounts/{account_id}/archive` | device | Archive |
| E-21 | POST | `/accounts/{account_id}/unarchive` | device | Unarchive |
| E-22 | DELETE | `/accounts/{account_id}` | device | Soft delete when empty |
| E-23 | POST | `/categories` | device | Create category |
| E-24 | PATCH | `/categories/{category_id}` | device | Rename, icon, colour, order, reset name |
| E-25 | POST | `/categories/{category_id}/archive` | device | Archive |
| E-26 | POST | `/categories/{category_id}/unarchive` | device | Unarchive |
| E-27 | DELETE | `/categories/{category_id}` | device | Soft delete when unused and not default |
| E-28 | POST | `/recurring-templates` | device | Create template |
| E-29 | PATCH | `/recurring-templates/{template_id}` | device | Edit, pause, resume |
| E-30 | DELETE | `/recurring-templates/{template_id}` | device | Soft delete |
| E-31 | GET | `/sync` | device | Pull changes since a cursor |
| E-32 | POST | `/sync` | device | Push local expense and settlement changes |
| E-33 | POST | `/settlements/proposal` | device | Server-side allocation proposal |

Reads of accounts, categories, templates, expenses, settlements and audit entries happen only through `GET /sync`. Every REST write that changes a synced row returns that row in its wire form (§14.3.3), with its new `server_version`, so the phone can store it immediately.

Request and response shapes, error codes and status codes: §14.3. The OpenAPI 3.1 file `contracts/openapi.yaml` is written by milestone M1 from §14.3, which is binding.

---

## 8. Auth & security

### 8.1 Threat model

Two trusted users. The server is on the public internet on port 8443. Threats in scope: random internet scanners, a stolen or lost phone, leaked invite links, a compromised backup location, accidental personal data in logs or push payloads. Out of scope: a malicious partner, an attacker with physical access to the Pi.

### 8.2 Device tokens

* On a successful invite accept the server generates 32 random bytes from the OS CSPRNG and returns the token `kvt_` + base64url without padding of those bytes (47 characters total).
* The server stores only `token_hash` = lowercase hex SHA-256 of the full token string.
* Tokens do not expire. They stop working only on revocation.
* Every authenticated request sends `Authorization: Bearer <token>`. The server hashes it, looks up a device with that hash and `revoked_at IS NULL`, and loads the user. Missing or unknown token: 401 `unauthorized`. Revoked: 401 `device_revoked`.
* The server updates `devices.last_seen_at` and `devices.app_version_code` at most once per hour per device. That update sets `app_version_code` only when the request carries `X-Kvitt-App-Version` and its value parses as an integer; otherwise the stored value is kept.
* On the phone the token is encrypted with an Android Keystore AES-256-GCM key (alias `kvitt_token_key`, `setUserAuthenticationRequired(false)`, no export) and the ciphertext and IV are stored in DataStore file `auth.preferences_pb`. The server base URL, user id and device id are stored next to it in plain text, together with the pairing status (D-043).
* The token is never logged, never put in a URL, never included in a crash report or screenshot.

### 8.3 Invite codes

* 12 characters from the Crockford base32 alphabet `0123456789ABCDEFGHJKMNPQRSTVWXYZ` (60 bits), generated from the CSPRNG.
* Displayed as three groups of four separated by `-`, as `7K3M-QX9D-2HPA`. URLs carry the 12 characters without hyphens.
* Normalisation before hashing or sending: uppercase; remove `-` and spaces; replace `O` with `0` and `I` and `L` with `1`. A normalised code that is not exactly 12 alphabet characters is `invite_invalid`.
* Stored as `code_hash` = lowercase hex SHA-256 of the normalised code.
* Single-use, 72-hour expiry, cancellable. Rate limit in AC-2.12.

### 8.4 Authorization rules

| Action | admin | member |
|---|---|---|
| All expense, settlement, account, category, recurring template operations | yes | yes |
| Edit own display name and picture | yes | yes |
| Edit the other user's display name or picture | no | no |
| Create, list, cancel invites | yes | no (`forbidden`) |
| List devices | all | own only |
| Revoke a device | any except current | own except current |

### 8.5 Transport

* TLS terminates in Caddy on port 8443 with the Let's Encrypt certificate for `icehack.asuscomm.com` (§10.5). TLS 1.2 minimum, Caddy defaults otherwise.
* Release builds' network security config (`android/app/src/main/res/xml/network_security_config.xml`): cleartext disabled, system trust anchors only, unless the fallback of §10.5.3 is active, in which case the pinned Caddy root replaces the system anchors for `icehack.asuscomm.com` only. The pinned-root config is in `android/app/src/releasePinnedRoot/res`, added to the release resources only when the Gradle property `kvitt.tls.pinnedRoot` is `true` (D-082).
* Debug builds override the config in `android/app/src/debug` and allow cleartext to every host, because a network security config cannot express IP ranges; the AC-2.8 limit (`localhost`, `10.0.2.2`, private LAN addresses) is enforced by `SessionRepositoryImpl.normaliseServerUrl`. Lint's `InsecureBaseConfiguration` warning on the debug config is intended (D-082).
* The server trusts `X-Forwarded-For` only from the Caddy container (the request's peer address on the compose network) to get the client IP for rate limiting.

### 8.6 Rate limiting and input limits

* Unauthenticated endpoints: at most 60 requests per minute per client IP, then 429 `rate_limited` with a `Retry-After` header in seconds.
* Authenticated endpoints: at most 600 requests per minute per device.
* Keying (D-032): the per-device limit is keyed by the hash of the bearer token, with no database lookup. A request answered 401 also counts against its client IP's unauthenticated limit, and a token that was never accepted is refused with `rate_limited` once that IP is over its limit. All windows are fixed from the first counted request. The client IP is the peer address, or, when the peer is the trusted proxy (`KVITT_TRUSTED_PROXY`, re-resolved at most every 60 seconds), the last entry of `X-Forwarded-For`. Per-IP keying needs the peer address: `serve` runs the router with `into_make_service_with_connect_info::<SocketAddr>()` (added by M4 in `bd6f10a`, D-032 fulfilled).
* `GET /health` from the container healthcheck counts against the loopback IP's limit; at the compose healthcheck interval this stays far below 60 per minute and is accepted.
* Invite accept failures: AC-2.12.
* Request bodies: 1 MiB maximum, except `PUT /me/picture` at 5 MiB. Larger: 413 `payload_too_large`. Both limits are layers in `router.rs` (§6.3).
* JSON strings are validated for length after trimming leading and trailing whitespace, and are stored trimmed, `notes` included (D-034). Control characters other than newline are refused with `validation_failed` in `notes` only; this is intended. Names and descriptions accept newlines and are not checked for control characters.
* The rate limiter is in memory (resets on restart); no table.

### 8.7 Privacy and logging

* Server logs contain: timestamp, level, request method, route template (not the raw path with codes), status, latency, device id, error code. They never contain tokens, invite codes, display names, descriptions, notes, amounts or picture bytes.
* The phone never logs personal content, debug builds included (`CLAUDE.md`). Log tags use the prefix `Kvitt`.
* FCM payloads carry ids and types only (§14.6).
* Backups on Google Drive are not encrypted in v1; they go to the owner's own Drive folder, reachable only by his Google account.

### 8.8 Phone hardening

* `android:allowBackup="false"` and `android:dataExtractionRules` excluding everything, so neither Google backup nor device transfer copies the token or database.
* Exported components: only `MainActivity` (launcher and deep-link intent filters) and library receivers guarded by a permission (Firebase's, as Firebase requires). The FCM service `KvittMessagingService` is not exported. Checked on the merged release manifest at M8.
* On `device_revoked` the app wipes local data as in AC-3.3.

### 8.9 Server hardening

* The server container runs as uid/gid `10001`, with a read-only root filesystem, `/data` as the only writable volume, `/secrets` read-only, no Linux capabilities, `no-new-privileges`.
* Only Caddy publishes a port (8443). The server, Caddy's admin API and the sidecars are reachable only on the internal compose network.
* SQLite `PRAGMA foreign_keys = ON`, `journal_mode = WAL`, `synchronous = NORMAL`, `busy_timeout = 5000` on every connection.

---

## 9. Edge cases & business rules

### 9.1 Splits

Split modes:

| `split_mode` | Meaning | Stored `share_bp` per user | Stored `share_ore` per user |
|---|---|---|---|
| `default` | The account's default ratio at the time of saving | copied from the account | computed by the ratio rule |
| `ratio` | A custom ratio for this expense | as entered | computed by the ratio rule |
| `exact` | Exact amounts for this expense | `null` | as entered |
| `full` | One user bears the whole amount | bearer 10000, other 0 | bearer = amount, other 0 |

**Ratio rule** (modes `default`, `ratio`, `full`; exactly two users P = payer, N = non-payer):

```
share_ore(N) = floor(amount_ore * share_bp(N) / 10000)
share_ore(P) = amount_ore - share_ore(N)
```

The non-payer's exact share is rounded down, so the payer absorbs the remainder: the payer's share is 0 or 1 öre more than their exact share. Intermediate products are computed in 64-bit integers (the maximum, 1 000 000 000 × 10000, fits). Examples (also test vectors):

| amount_ore | payer | bp payer / non-payer | share payer | share non-payer |
|---|---|---|---|---|
| 1001 | A | 5000 / 5000 | 501 | 500 |
| 1 | A | 5000 / 5000 | 1 | 0 |
| 100 | B | 4000 / 6000 | 40 | 60 |
| 999 | A | 3333 / 6667 | 333 | 666 |
| 999 | B | 6667 / 3333 | 667 | 332 |
| 50000 | A | 0 / 10000 | 0 | 50000 |
| 50000 | A | 10000 / 0 | 50000 | 0 |

**Exact rule:** both shares are given, each 0 or more, and they must sum exactly to the amount, otherwise `exact_sum_mismatch`.

**Validity:** exactly two share entries, one for each household user, no other user ids; bp each 0 to 10000 and summing to 10000.

**Server check:** for every pushed expense the server recomputes the shares from `split_mode`, the amount, the payer and the given bp (or exact öre) with `kvitt-domain` and rejects the mutation with reason `validation_failed` if the pushed `share_ore` values differ. For mode `default` the server does not compare the bp with the account's current default (the phone may have copied an older default while offline); it only checks they sum to 10000.

### 9.2 Effect line from the viewer's side (lists)

For viewer V and an expense with payer P:

| Case | Line |
|---|---|
| V = P and the other's share > 0 | "You lent <other's share>" |
| V ≠ P and V's share > 0 | "You borrowed <V's share>" |
| the non-payer's share = 0 | "Not involved" when V ≠ P; "Paid for yourself" when V = P |

### 9.3 Balances

For an account and user u, over non-deleted expenses and non-deleted settlements:

```
net(u) =   Σ expenses where payer = u            : amount_ore
         − Σ expenses                             : share_ore(u)
         + Σ settlement allocations where from = u : allocation.amount_ore
         − Σ settlement allocations where to = u   : allocation.amount_ore
```

* `net(A) + net(B) = 0` always.
* The account balance shown to viewer V is `net(V)`: positive "<Other> owes you net(V)", negative "You owe <Other> −net(V)", zero "All settled up" (account screens say "Settled up").
* The global balance is the sum over all accounts, archived included, deleted excluded (a deleted account has no non-deleted rows by AC-6.5).
* Balances include pending local changes.

### 9.4 Settlement allocation proposal

Inputs: payer user id, amount (öre, > 0), and for every non-deleted account: id, `created_at`, archived flag, and the payer's current net in it (computed with §9.3, excluding the settlement being edited if any).

Algorithm (normative; §14.5 has the signature):

1. Owing accounts = accounts where payer's net < 0. Sort by `created_at` ascending, then by `id` ascending.
2. `remaining = amount`. For each owing account in order while `remaining > 0`: `a = min(remaining, −net)`, emit allocation `(account, a)`, `remaining −= a`.
3. If `remaining > 0` (the amount exceeds the total debt) and at least one owing account exists, add `remaining` to the **last** emitted allocation and report that account as over-settled.
4. If no owing account exists: the target is the oldest non-archived account (same sort); if every account is archived, the oldest account. Emit one allocation of the whole amount to it and report it as over-settled.
5. If there are no accounts: error `no_accounts`.

Output: ordered allocations, `excess_ore` (the amount added in steps 3 or 4, 0 otherwise), and `over_settled_account_ids`.

Consequences, stated so nobody "fixes" them:

* A global settle-up of exactly the global debt can leave individual accounts non-zero when the payer is owed in some account and owes in another (allocations are never negative). The global balance is then zero. Users settle individual accounts with per-account settle-ups in either direction.
* The proposal is only a suggestion; the user may edit any allocation, add accounts or remove rows.

**Over-settle warning** for a user-edited allocation list: allocation `(account, a)` is warned when `a > max(0, −net_payer(account))`.

**Settlement validity** (phone before saving, server on push): amount within §9.6; `from_user_id ≠ to_user_id`, both household users; 1 to 50 allocations; each `amount_ore ≥ 1`; account ids distinct and referencing existing non-deleted accounts; allocations sum to the amount. Error tokens in §14.5.3.

### 9.5 Recurring generation

* The scheduler runs once at server start and then daily at 06:00 Europe/Stockholm (DST-aware: always local 06:00). It reads the injected clock (`AppState.clock`) at least every 30 seconds rather than sleeping until the next run: after a forward clock jump past one or more runs it runs the missed job once; after a backward jump of more than a day it plans the next run again from the new time. The 04:00 pruning loop (§14.1) follows the same rules.
* For each template with `deleted_at IS NULL` and `paused = 0`, the candidate periods are every month `p` with `start_period ≤ p`, `p ≤ end_period` (if set), `p > last_generated_period` (if set), and whose occurrence instant (the clamped date at 06:00 Europe/Stockholm) is at or before now.
* For each candidate in ascending order the server, in one transaction: creates the expense (server-generated UUIDv7 id; `expense_date` = clamped date; fields copied from the template; `created_by_user_id` and `updated_by_user_id` = the template's `created_by_user_id`; `updated_by_device_id` null; `created_at` = `updated_at` = server now; `recurring_template_id` and `recurring_period` set), writes its splits (mode `default` resolves the account's current default ratio at generation time; other modes use the template's splits, with `ratio`/`full` recomputed by the ratio rule for the template amount), writes an audit entry (`create`, `source` = `recurring`), sets the template's `last_generated_period` and `updated_at` (server now), bumping its `server_version`, then enqueues the push (AC-9.6).
* The unique index on `(recurring_template_id, recurring_period)` makes generation idempotent; a conflict means the period was already generated and is skipped silently.
* Pausing stops generation. Resuming does not backfill periods whose occurrence passed while paused: on resume the server sets `last_generated_period` to the latest period whose occurrence instant is before now, if that is later than the current value and at or after `start_period`. Resuming a template that has not started yet therefore keeps its `start_period` (D-033).
* Changing `day_of_month` or `start_period` never regenerates past periods.
* `next_occurrence_date` (in the wire form, computed with `kvitt-domain::next_occurrence_date`, §14.5.2) is the clamped date of the first candidate period after `last_generated_period` that is ≥ `start_period` and ≤ `end_period`; `null` when paused, deleted or past `end_period`.
* A template's account may be archived (generation continues). Account deletion is blocked while a non-deleted template references it (AC-6.5).

### 9.6 Limits and validation

All string lengths are counted in Unicode code points after trimming. One table, used by phone validation and server validation alike:

| Field | Rule | Error (REST) / reason (sync) |
|---|---|---|
| `amount_ore` (expense, settlement, template) | integer 1 to 1 000 000 000 (10 000 000,00 kr) | `validation_failed` |
| allocation `amount_ore` | integer ≥ 1 | `validation_failed` |
| allocations per settlement | 1 to 50 | `validation_failed` |
| `share_bp` | integer 0 to 10000; the two sum to 10000 | `validation_failed` |
| `share_ore` | integer ≥ 0; the two sum to the amount | `validation_failed` |
| expense `description`, template `description` | 1 to 100 code points | `validation_failed` |
| expense `notes`, template `notes` | 0 to 1000 code points; newlines allowed | `validation_failed` |
| settlement `note` | 0 to 200 code points | `validation_failed` |
| `expense_date`, `settlement_date` | valid date, from `2000-01-01` to server today (Europe/Stockholm) + 365 days | `validation_failed` |
| account `name` | 1 to 60 code points; unique (AC-6.2) | `validation_failed`, `name_taken` |
| category `name` | 1 to 40 code points, or `null` for a default category | `validation_failed` |
| user `display_name` | 1 to 40 code points | `validation_failed` |
| device `name` | 1 to 60 code points | `validation_failed` |
| `day_of_month` | integer 1 to 31 | `validation_failed` |
| `start_period` | `YYYY-MM`, not earlier than 12 months before the current month | `validation_failed` |
| `end_period` | `null` or `YYYY-MM` ≥ `start_period` | `validation_failed` |
| `updated_at` in a push | ≤ server now + 10 minutes | `clock_skew` |
| mutations per `POST /sync` | 1 to 100; 0 is also `batch_too_large` (D-036) | `batch_too_large` |
| `GET /sync` `limit` | 1 to 1000, default 500 | `invalid_request` |
| `GET /sync` `since` | required, integer ≥ 0 | `invalid_request` |
| picture upload | ≤ 5 MiB, ≤ 8000 × 8000 px, JPEG/PNG/WebP | `payload_too_large`, `image_invalid`, `unsupported_media_type` |

Strings are stored as validated, that is trimmed (§8.6, D-034).

On the phone, a rule of this table that has no domain error token of §14.5.3 (the length limits, the date limits, `day_of_month`, the periods) is reported as `FieldError.error` = `validation_failed` (§14.2.4), the same token as the REST code; a missing required value is `required`.

The phone input field for amounts accepts digits, one decimal separator (`,` or `.`) and at most two decimals, without sign, and converts to öre exactly (string parsing, never floating point). A stored amount opens for editing with both decimals ("1 247,60", "12 400,00"); ratio percent fields keep the trimmed form ("60", "60,5") (D-078; `AmountInput.of` and `AmountInput.percent` in `:core:design`).

### 9.7 Icon and colour tokens

Category icon tokens are Material Symbols names. The allowed set (exhaustive, 33 tokens; `key`, `shield` and `account_balance` added by D-054):

`shopping_cart`, `restaurant`, `local_cafe`, `home`, `bolt`, `water_drop`, `wifi`, `directions_car`, `train`, `local_gas_station`, `flight`, `hotel`, `luggage`, `movie`, `music_note`, `sports_esports`, `fitness_center`, `medical_services`, `medication`, `shopping_bag`, `checkroom`, `pets`, `child_care`, `school`, `card_giftcard`, `celebration`, `build`, `chair`, `subscriptions`, `category`, `key`, `shield`, `account_balance`.

Colour tokens (exhaustive, 14 tokens; `slate` and `amber` added by D-054) with the muted Kalas values of `docs/ux/design-spec.md` §2.3 (D-047, D-051; recorded in v0.9). The table holds the base colour of each token; `design-spec.md` §2.3 also gives each token's container (the colour over `surface` at 18 % in light, 24 % in dark) and the contrast ratios, all at least 3:1 as graphics. Category colours are never used for text.

| Token | Light | Dark |
|---|---|---|
| `green` | `#4E7A55` | `#8FB896` |
| `orange` | `#B26A3E` | `#E8AA7E` |
| `brown` | `#6B5244` | `#B8A090` |
| `yellow` | `#9C7C2A` | `#E6C67A` |
| `blue` | `#4A78A8` | `#98C0E6` |
| `teal` | `#367F82` | `#8CCAC8` |
| `purple` | `#865891` | `#C59CDA` |
| `red` | `#A84B45` | `#DC8F86` |
| `pink` | `#AE5D7C` | `#EFB0BE` |
| `grey` | `#6C7177` | `#B0B2B3` |
| `indigo` | `#45508D` | `#969DD8` |
| `lime` | `#73822F` | `#B9CC86` |
| `slate` | `#5E2D4E` | `#B0719A` |
| `amber` | `#937D63` | `#DFCFC0` |

The server validates icon and colour against these lists (`validation_failed`).

### 9.8 Formatting

* Money, Swedish locale: `1 234,50 kr` (U+00A0 no-break space as the thousands separator and before `kr`; comma decimal; always two decimals).
* Money, any other locale: `SEK 1,234.50` (U+00A0 after `SEK`; comma thousands; point decimal; always two decimals).
* Money is never shown with a minus sign; direction is in words (§9.2, §9.3).
* Dates in lists: Swedish `3 okt.`, English `3 Oct`; with year when not the current year (`3 okt. 2025`, `3 Oct 2025`). Detail views: Swedish `lördag 3 oktober 2026`, English `Saturday, 3 October 2026`. Timeline times: 24-hour `14:02` in both languages.
* Relative "last synced": "just now" (< 1 minute), "N min ago" (< 60 minutes), "N h ago" (< 24 hours), otherwise the list date and time. Swedish: "nyss", "för N min sedan", "för N h sedan".
* Chart axis labels (months): Swedish three-letter forms without a dot (`maj`, `jun`, … `okt`), English `May`, `Jun`, … `Oct`; list dates keep the Swedish abbreviation dot (`3 okt.`, `25 sep.`; `mars`, `maj`, `juni`, `juli` are written out) (D-065).
* Day ranges in captions and summaries (S-11 total caption, S-12 summary) are written out with the year: Swedish `24 augusti–17 oktober 2026`, `1–30 november 2026`, `28 december 2025–3 januari 2026` (the year once when both ends share it, the month once when both ends share it); the period chip and the S-12 title keep the short form `24 aug.–17 okt.` (D-077, extends D-065; `DateFormatter.dayRangeLong`).
* File sizes (the update banner, S-17): SI megabytes (10^6 bytes) with one decimal rounded half up and U+00A0 before `MB`: Swedish `8,4 MB`, English `8.4 MB` (D-065).
* Month and weekday names in Swedish and English are tables inside `DateFormatter`, not platform locale data, so JVM tests and the phone give identical output (D-065).
* Formatting lives in `:core:design` (`MoneyFormatter`, `DateFormatter`), never in `:domain`.

### 9.9 Online-only actions

When the phone has no validated network (Android `NET_CAPABILITY_VALIDATED`) or the last request failed with a network error less than 30 seconds ago, these actions are disabled with "Needs connection" ("Kräver anslutning", `common_needs_connection`): create, edit, archive, unarchive, delete of accounts, categories and recurring templates; profile name and picture; invites; device revoke; in-app update; "Sync now" ("Synka nu") on S-8 and S-10 (their missing states) and on S-16 (D-080). A REST call that fails with a network error shows "Could not reach the server" and changes nothing locally.

### 9.10 Other edge cases

| Situation | Rule |
|---|---|
| Both users edit the same expense offline | Last `updated_at` wins; the loser's phone receives `stale` with the winner's row, overwrites locally and lists it under "Changes not synced" (§14.4.6). Both edits are in the audit log only if both were accepted, so only the winning edit is logged. |
| One user deletes, the other edits the same expense offline | Delete wins regardless of arrival order and timestamps: a pushed delete is always applied, and any non-delete write to a tombstoned row is rejected `deleted` (§14.4.4). |
| An expense is created offline in an account that was deleted meanwhile | Rejected `reference_not_found`; the row is removed locally and listed under "Changes not synced". Cannot happen for archived accounts (writes to archived accounts are accepted). |
| An expense uses a category that was archived meanwhile | Accepted. |
| Phone clock far in the future | Pushes rejected `clock_skew`; the app shows "Your phone's clock is wrong" on the sync status screen and keeps the changes pending. |
| Phone clock behind | Its edits may lose LWW against older real edits. Accepted risk. |
| Server restored from an older backup | The server's `sync_epoch` changes (§10.9); phones detect it and re-push everything they hold (§14.4.8), so changes made after the backup are recovered from the phones. |
| Partner never joins | Admin stays in the waiting state (AC-5.1). |
| Admin loses phone | `kvitt-server pair-device --user <admin id>` on the Pi (AC-1.6); then revoke the lost device from the new phone. |
| Both users' devices revoked | Same recovery as above for each user. |
| An account is renamed to a name used by a deleted account | Allowed (uniqueness ignores deleted accounts). |
| Recurring template's category deleted | Cannot happen: category deletion is blocked while a template uses it. |
| Expense amount edited in mode `exact` | The editor keeps the typed user's share and recomputes the other; if the typed share now exceeds the amount, saving is blocked (AC-8.7). |
| Settlement edited so that an allocation's account was deleted meanwhile | Cannot happen: an account with allocations cannot be deleted. |
| Same user on two devices edits offline | Same as two users: LWW per row. |
| Time zones | Dates (`expense_date`, `settlement_date`) are calendar dates chosen by the user; analytics never convert them. Only "today" defaults use the phone's zone; server validation and scheduling use Europe/Stockholm. |
| A day with a DST change | Scheduling uses local 06:00, which exists on every day in Europe/Stockholm. |

### 9.11 Category suggestion

The expense editor (S-7) selects the category from the description while the user types (D-049, owner 2026-10-18). The rule is a pure function in `:domain` (§14.5.6, with platform Unicode services through `UnicodeText`), fed by `ExpenseRepository.suggestCategory` in `:data` (§14.2.4) from Room and the keyword table `contracts/category-keywords.csv` (§14.8).

**CS-1 Scope.** The suggestion runs only in the editor for a **new** expense. It never runs when an existing expense is edited and never changes the category of a saved expense. The recurring template editor (S-19) does not use it in v1.

**CS-2 Manual choice wins.** The editor keeps a flag "category picked by hand", false when the editor opens. Picking any category in the category grid sets it to true, also when the user picks the category already shown. While the flag is true the suggestion never changes the category, for the rest of this editor session (until the editor closes). Nothing resets the flag.

**CS-3 When it runs.** While the flag is false, the category is recomputed on every change of the description and on every change of the account. It is a local computation over Room data; no network.

**CS-4 Normalisation.** Descriptions (typed and stored) and keywords are compared after this normalisation:

1. Unicode NFC, then lowercase without locale rules (Kotlin `lowercase()`, which uses `Locale.ROOT`).
2. Delete every `'` (U+0027), `’` (U+2019) and `:` (so "Willy:s" becomes "willys" and "McDonald's" becomes "mcdonalds").
3. Replace every remaining code point that is not a Unicode letter (general category L), a decimal digit (general category Nd) or `&` with a space. Whitespace is therefore replaced too.
4. Collapse runs of spaces to one space and trim.

Diacritics are kept (å, ä, ö and é stay distinct; the keyword table lists both spellings where it matters). Digits are kept. The **tokens** are the normalised description split on spaces; the **first token** is the first of them. An empty normalised description matches no history and no keyword.

**CS-5 Order.** The suggested category is the first that applies of:

1. **History, exact:** among the non-deleted expenses on the phone (every account, either user, pending, imported and recurring ones included) whose normalised description equals the normalised typed description, the category used most often; on a tie, the one used most recently.
2. **History, first token:** among the non-deleted expenses whose first token equals the typed description's first token, the category used most often; on a tie, the one used most recently.
3. **Keywords:** the category of the winning entry of the keyword table (CS-6).
4. **Default:** the AC-8.6 fallback: the category last used in the selected account on this phone if still active, else `other`; when `other` is archived too, no category (AC-8.6).

"Used most often" counts the matching expenses per category. "Most recently" compares the latest matching expense of each tied category by (`expense_date`, then `created_at`), the expense-list order of AC-8.10; if that still ties, the lower category id (string order) wins. Archived and deleted categories are left out of the count; when no category is left, the next step applies (owner, 2026-10-18: most often, not most recent).

**CS-6 Keyword table.** Each entry has a `keyword` (already normalised per CS-4), a `match` and a `default_key`. An entry matches when:

* `token`: some token equals the keyword;
* `prefix`: some token starts with the keyword;
* `phrase`: the keyword's tokens occur consecutively in the tokens.

When several entries match, the longest keyword (in code points, spaces included, a surrogate pair counting as one) wins; on equal length, the entry earlier in the table wins (the table is sorted by `default_key`, then `keyword`, both in code-point order). The winning entry gives the active category with that `default_key` (a renamed default included, since the key stays). If that category is archived, the next matching entry in the same order is tried; when none is left, step 4 applies. The table is fixed data shipped with the app; users do not edit it. No entry maps to `other`.

**CS-7 What the user sees.** The suggestion simply replaces the category shown in the Kategori field: no caption, no marker, no confirmation (owner, 2026-10-18: a wrong guess is corrected with one tap). Clearing the description returns the field to the step-4 default.

Evidence (D-049): a chronological replay of the household's 1 775 Splitwise expenses with the fourteen categories of AC-7.2 and the §10.8 mapping put 79.7 % of rows in the right category, against 30.5 % for the step-4 default alone; with no history, the keywords cover 77 % of rows at 96 % accuracy. The replay is in `docs/ux/category-suggestion.md`.

---

## 10. Deployment & ops

All infrastructure files live in `infra/` (ownership §14.7). Secrets live in `infra/secrets/` on the Mac (git-ignored) and in `/opt/kvitt/secrets/` on the Pi; neither is ever committed.

**Development first (D-001).** During development the server runs locally on the owner's M4 Mac (Docker compose from `infra/dev/compose.yaml`, or plain `cargo run` in `server/`), and debug builds pair against it over the home Wi-Fi (debug builds accept `http://` to private LAN addresses, AC-2.8). The development stack (built by M2c-dev, landed `c885aba`, D-022) has the `server` service and the `backup` job runnable on demand without the Drive upload; it has no Caddy and no TLS (plain `http://`, which debug builds accept on private LAN addresses). Its data is a bind-mounted folder on the Mac (`infra/dev/data/`, git-ignored, and `infra/dev/backups/` for local snapshots); it mounts the whole `infra/secrets/` folder read-only at `/secrets` instead of a single key file (a missing `fcm-service-account.json` means push is disabled, §10.4); its env file is `infra/dev/.env.example`; its `server` healthcheck is `kvitt-server healthcheck`; its `backup` runs as uid 10001 so that it can open the WAL files the server owns. The Pi's env file stays `infra/env.example`, written by M2c-pi. The development stack's database was migrated to schema 2 (migration 0002, §14.1.1) on 2026-10-18 after a backup. Firebase (§10.7) is set up during development because push is needed then. Everything in this section that concerns the Pi (the Pi hosts and router of §10.1, §10.2, the registry and Pi deploy of §10.3, §10.5 TLS, publishing to the Pi in §10.6, the Drive upload of §10.9) is built by milestone M2c-pi, which runs after M8 and before M10.

### 10.1 Hosts and network

| Host | Role | Facts |
|---|---|---|
| Kvitt Pi | Runs the compose stack | Raspberry Pi 3, 1 GB RAM, 64-bit Raspberry Pi OS Lite (Debian bookworm or later), Docker Engine with the compose plugin, static LAN address. LAN address and SSH user: `TODO(spec)` OQ-3 |
| Home Assistant Pi | Owns ports 80/443 and the Let's Encrypt certificate (certbot) for `icehack.asuscomm.com` | Reached by cert-sync over SSH. Address, SSH user and certificate paths: `TODO(spec)` OQ-3 |
| Owner's M4 Mac | Builds images and APKs; runs the development server (D-001) | Apple Silicon, so `linux/arm64` builds run natively in Docker |
| Router (ASUS) | `icehack.asuscomm.com` DDNS | Forwards external TCP 8443 to Kvitt Pi TCP 8443 (HUMAN step) |
| Container registry | Holds Kvitt images | A Gitea instance on another Pi at `http://gitea.lan`: plain HTTP, reachable only on the home Wi-Fi (D-001). If Gitea requires credentials for push or pull, the owner supplies them during M2c-pi (HUMAN) and they live in `infra/secrets/` |

The Pi never builds anything. It only pulls images and runs them.

### 10.2 Compose stack

File `infra/compose.yaml`, deployed to `/opt/kvitt/compose.yaml` on the Pi with `/opt/kvitt/.env` (from `infra/env.example`). Services:

| Service | Image | Ports / volumes | Memory limit | Healthcheck |
|---|---|---|---|---|
| `caddy` | official `caddy` image, pinned by version and digest | publishes `8443:8443`; `./Caddyfile:/etc/caddy/Caddyfile:ro`; `certs:/certs:ro`; `caddy_data:/data` | 64 MiB | `wget -qO- http://localhost:2019/config/ >/dev/null` |
| `server` | `${KVITT_REGISTRY}/kvitt/server:${KVITT_TAG}` | `data:/data`; `/opt/kvitt/secrets/fcm-service-account.json:/secrets/fcm-service-account.json:ro`; `/opt/kvitt/import:/import:ro` (empty except during the one-off import, §10.8, D-025); no published port (listens on 8080 internally) | 160 MiB (budget: RSS under 100 MB in steady state) | `GET http://localhost:8080/health` via the binary's own `kvitt-server healthcheck` subcommand (no curl in the image) |
| `cert-sync` | `${KVITT_REGISTRY}/kvitt/cert-sync:${KVITT_TAG}` | `certs:/certs`; `./Caddyfile:/etc/caddy/Caddyfile:ro`; `/opt/kvitt/secrets/ha_ssh_key:/secrets/ha_ssh_key:ro`; `/opt/kvitt/secrets/ha_known_hosts:/secrets/known_hosts:ro` | 32 MiB | both cert files exist and are non-empty |
| `backup` | `${KVITT_REGISTRY}/kvitt/backup:${KVITT_TAG}` | `data:/data`; `backups:/backups`; `/opt/kvitt/secrets/rclone.conf:/config/rclone/rclone.conf:ro` | 96 MiB | last successful run marker newer than 26 hours, or no run yet since start |

* Named volumes: `data` (SQLite, pictures, APKs), `certs`, `caddy_data`, `backups`.
* `caddy` `depends_on` `cert-sync` with `condition: service_healthy` and `server` with `condition: service_started`.
* Every service: `restart: unless-stopped`, logging driver `json-file` with `max-size: 10m`, `max-file: 3`, `TZ=Europe/Stockholm`.
* One internal bridge network `kvitt`.
* The `cert-sync` and `backup` containers run as uid 1000. Their secret files on the Pi (`/opt/kvitt/secrets/ha_ssh_key`, `ha_known_hosts`, `rclone.conf`) have mode 0600 and are owned by uid 1000 (D-023). The FCM key keeps the mode of §10.7. The development stack runs `backup` as uid 10001 instead, because opening the WAL database needs access to the files the server owns; M2c-pi reconciles the two (uid 1000 with access to the `data` volume, or uid 10001 with the secrets owned to match) and records the choice in `infra/README.md`.

`.env` keys (exhaustive): `KVITT_REGISTRY`, `KVITT_TAG`, `HA_HOST`, `HA_PORT`, `HA_USER`, `HA_CERT_DIR`, `RCLONE_REMOTE` (default `gdrive:`), `RCLONE_FOLDER_ID`.

### 10.3 Images, registry and build

* Script `infra/build-images.sh [tag]` on the Mac: `docker buildx build --platform linux/arm64 --push` for the three Kvitt images, tag defaults to the short git SHA of `HEAD`, also tags `latest`. Refuses to run with a dirty working tree.
* `server` image: multi-stage. Stage 1 `rust:<version>-bookworm`, where `<version>` is the exact Rust release pinned in `server/rust-toolchain.toml` (the current stable when M2a pins it; the two always change together), builds `kvitt-server` and `kvitt-import` in release mode with `--locked` for `aarch64-unknown-linux-gnu` (native on the M4; no `target-cpu=native`, the Pi 3 is a Cortex-A53). Stage 2 `gcr.io/distroless/cc-debian12:nonroot` (arm64) pinned by digest, with the two binaries in `/usr/local/bin/`, user 10001, entrypoint `kvitt-server`, command `serve`. The Dockerfile selects the Rust target from `TARGETARCH`: `arm64` (`aarch64-unknown-linux-gnu`) is the shipped target; `amd64` (`x86_64-unknown-linux-gnu`) also builds, emulated on the Mac, for local use only. Since M4 the server depends on reqwest with rustls on aws-lc-rs and on jsonwebtoken (§6.3): aws-lc-rs compiles C code, so the arm64 build stage needs a C toolchain beside Rust, and the distroless runtime image must carry CA roots for the platform verifier to reach Google's endpoints. The dev image (`infra/dev`, linux/arm64 on the Mac) was rebuilt with these crates on 2026-10-18 and built cleanly; that the shipped Pi image has a working C stage and CA roots, and that an FCM send succeeds from it, is confirmed by M2c-pi or M10.
* `cert-sync` image: `alpine` with `openssh-client`, `curl` and a shell script `infra/cert-sync/sync.sh` run by `crond`.
* `backup` image: `alpine` with `sqlite`, `gzip`, `tar`, `rclone` and `infra/backup/backup.sh` run by `crond`.
* Script `infra/deploy.sh <tag>` on the Mac: copies `compose.yaml` and `Caddyfile` to the Pi over SSH, sets `KVITT_TAG` in `/opt/kvitt/.env`, runs `docker compose pull && docker compose up -d`, waits for `server` to be healthy, prints `GET /health`.
* The Pi's Docker daemon must trust `gitea.lan` as an insecure (plain HTTP) registry (`insecure-registries`). Adding it is its own HUMAN step (sudo on the Pi); M2c-pi writes the exact step.
* Later, images are built by Gitea Actions on a Pi from an example workflow the owner provides (`TODO(spec)` until provided, D-001). The workflow file lives in `.gitea/workflows/` at the repository root, owned by M2c-pi (D-023). Until then `infra/build-images.sh` on the Mac pushes to `gitea.lan`.

### 10.4 Server configuration and CLI

Environment variables (exhaustive):

| Variable | Default | Meaning |
|---|---|---|
| `KVITT_DATA_DIR` | `/data` | Holds `kvitt.sqlite`, `pictures/`, `apk/` |
| `KVITT_BIND` | `0.0.0.0:8080` | Listen address |
| `KVITT_PUBLIC_URL` | `https://icehack.asuscomm.com:8443` | Used in invite links and the landing page |
| `KVITT_FCM_CREDENTIALS` | `/secrets/fcm-service-account.json` | Service-account key; if the file is missing, push is disabled and a warning is logged at start |
| `KVITT_FCM_PROJECT_ID` | `kvitt-1337` | FCM project |
| `KVITT_TRUSTED_PROXY` | `caddy` | Host name whose resolved address may set `X-Forwarded-For`. The server must start when the name does not resolve (as on the development stack, which has no Caddy); then no peer is trusted and the peer address is the client IP (D-022). The name is re-resolved at most every 60 seconds (D-032) |
| `RUST_LOG` | `info` | tracing filter |

The time zone `Europe/Stockholm` is a constant in code, not configuration.

Files under `KVITT_DATA_DIR`:

* `kvitt.sqlite` (+ `-wal`, `-shm`)
* `pictures/<user_id>/<picture_version>-512.jpg` and `-128.jpg`; older versions are deleted after a successful upload. E-10 deletes the JPEGs and leaves an empty marker file `<picture_version>-removed` in `pictures/<user_id>/`; the next upload uses the highest version on disk (JPEG or marker) plus one, so a cache keyed by (`user_id`, `picture_version`) never shows a removed picture. The first upload is version 1 (D-030).
* `apk/latest.json` and `apk/kvitt-<version_code>.apk`

`kvitt-server` subcommands (exhaustive):

| Command | Effect | Exit codes |
|---|---|---|
| `serve` | Run migrations, start scheduler, push sender and HTTP server | 0 on clean shutdown (SIGTERM drains in-flight requests up to 10 s) |
| `bootstrap` | FR-1 | 0 ok, 2 already initialized |
| `pair-device --user <user_id>` | AC-1.6 | 0 ok, 3 unknown user |
| `rotate-epoch` | Sets a new random `sync_epoch` and prints it on stdout (§10.9) | 0 ok, 1 database error |
| `healthcheck` | Calls `http://127.0.0.1:<port of KVITT_BIND>/health` (8080 by default), exit 0 if 200; used by the compose healthchecks of both stacks (no curl in the image) | 0 or 1 |
| `migrate` | Run migrations only | 0 |

Run them on the Pi with `docker compose exec server kvitt-server <command>` (or `docker compose run --rm server <command>` when `server` is stopped). Outside Docker, from the workspace root `server/`: `cargo run -p kvitt-server -- <command>` (the `-p` is needed because the workspace has two binaries), with `KVITT_DATA_DIR` set (`server/README.md`).

### 10.5 TLS

#### 10.5.1 Certificate sync

* The Home Assistant Pi renews the Let's Encrypt certificate for `icehack.asuscomm.com` (its own certbot; Kvitt does not touch it).
* `cert-sync` runs `sync.sh` at container start and daily at 04:00 Europe/Stockholm. It connects to `${HA_USER}@${HA_HOST}:${HA_PORT}` with the key `/secrets/ha_ssh_key` and `StrictHostKeyChecking=yes` against `/secrets/known_hosts`, and copies `${HA_CERT_DIR}/fullchain.pem` and `${HA_CERT_DIR}/privkey.pem` into a temp directory.
* The key is dedicated to Kvitt and, where the Home Assistant SSH setup allows `authorized_keys` options, restricted with `restrict,command="tar -C <cert dir> -cf - fullchain.pem privkey.pem"` (the script then reads a tar stream instead of using `scp`). The infra plan records which variant the Home Assistant SSH add-on supports.
* If both files parse as PEM, the certificate's not-after is in the future, and the SHA-256 of either differs from `/certs`, the script moves them into `/certs` (mode 0640, group readable by Caddy) and reloads Caddy: `curl -fsS -X POST http://caddy:2019/load -H 'Content-Type: text/caddyfile' -H 'Cache-Control: must-revalidate' --data-binary @/etc/caddy/Caddyfile`.
* Any failure logs one line and keeps the existing certificate. The healthcheck stays green while valid files exist.

#### 10.5.2 Caddyfile

```
{
	admin 0.0.0.0:2019
	auto_https off
}

icehack.asuscomm.com:8443 {
	tls /certs/fullchain.pem /certs/privkey.pem
	request_body {
		max_size 6MB
	}
	reverse_proxy server:8080
	log {
		output stdout
		format json
	}
}
```

Caddy logs must not include the `Authorization` header (Caddy redacts it by default; the infra plan verifies).

#### 10.5.3 Fallback: Caddy internal CA

Used only if the certificate sync cannot be made to work. Documented in `infra/README.md`, not deployed by default.

* Caddyfile site block uses `tls internal` instead of the file pair.
* The Caddy root certificate (`/data/caddy/pki/authorities/local/root.crt` in `caddy_data`) is copied once to `android/app/src/release/res/raw/kvitt_root_ca.crt`. This file is a public certificate and is committed.
* The release network security config gets a `domain-config` for `icehack.asuscomm.com` whose trust anchors are only `@raw/kvitt_root_ca`. Switching is a build property `kvitt.tls.pinnedRoot=true` in `android/gradle.properties`, which adds `android/app/src/releasePinnedRoot/res` to the release resources (D-082).
* Caddy's internal root is valid 10 years; intermediates renew automatically.

### 10.6 APK hosting and release

* `version_code` = `git rev-list --count HEAD` on the commit being released; `version_name` = `YYYY.MM.DD-<short sha>` of that commit. Both are passed to Gradle as properties `kvitt.versionCode` and `kvitt.versionName` by the release script; debug builds use `1` and `dev`.
* The release keystore is created once by the owner (HUMAN, §11, D-024) on the Mac, in a directory outside the repository, with exactly:

  ```
  keytool -genkeypair -v -keystore kvitt-release.jks -alias kvitt -keyalg RSA -keysize 4096 -validity 10000
  ```

  The file is never inside the repository or a worktree. `android/local.properties` holds its absolute path and secrets in the keys `kvitt.release.storeFile`, `kvitt.release.storePassword`, `kvitt.release.keyAlias` (`kvitt`), `kvitt.release.keyPassword`. Losing it means the phones must uninstall and reinstall (data comes back by sync). The owner keeps a copy in their password manager. Without these keys in `local.properties`, `:app:assembleRelease` builds an unsigned APK (M8).
* `infra/publish-apk.sh` on the Mac: builds `:app:assembleRelease` through `tools/gradle-serial.sh`, computes SHA-256 and size, copies the APK to the Pi's `data` volume as `apk/kvitt-<version_code>.apk`, writes `apk/latest.json` atomically (write temp, rename):

```json
{
  "version_code": 412,
  "version_name": "2026.11.02-1a2b3c4",
  "file_name": "kvitt-412.apk",
  "size_bytes": 18234567,
  "sha256": "9f2c…64 hex chars…",
  "released_at": "2026-11-02T19:40:00.000Z"
}
```

* The server reads `latest.json` on each `GET /apk/latest` (no cache) and serves `GET /apk/files/{file_name}` only for a `file_name` matching `^kvitt-[0-9]+\.apk$` that exists, with `Content-Type: application/vnd.android.package-archive`.
* Older APKs stay on the Pi; the publish script keeps the newest 5 and deletes older ones.

### 10.7 Firebase setup (M2c-dev, with a HUMAN sign-in)

No new command-line tool is installed for this (D-022): `gcloud` exists on the Mac, the Firebase CLI is not used, and the Firebase project and Android apps are created through the Firebase Management REST API (`https://firebase.googleapis.com/v1beta1/`) with the access token of `gcloud auth print-access-token`. The agent confirms the exact requests from Google's official API reference at implementation time.

1. HUMAN: `gcloud auth login` on the Mac with the owner's Google account.
2. `gcloud config set project kvitt-1337`; `gcloud services enable fcm.googleapis.com firebase.googleapis.com`.
3. Add Firebase to the project (`projects.addFirebase`), skipped if it is already a Firebase project.
4. Create two Android apps (`projects.androidApps.create`): display name "Kvitt", package `se.hagstedt.kvitt`; display name "Kvitt debug", package `se.hagstedt.kvitt.debug`.
5. Fetch each app's config (`projects.androidApps.getConfig`) and merge them into one `google-services.json` holding both clients, written to `infra/secrets/google-services.json` in the main checkout (git-ignored). M8 copies it into `android/app/google-services.json` (git-ignored) with `infra/dev/copy-google-services.sh <main checkout>`, written by M2c-dev.
6. `gcloud iam service-accounts create kvitt-fcm --display-name "Kvitt FCM sender"`; grant `roles/firebasecloudmessaging.admin` on the project; `gcloud iam service-accounts keys create infra/secrets/fcm-service-account.json --iam-account kvitt-fcm@kvitt-1337.iam.gserviceaccount.com`.
7. Copy the key to `/opt/kvitt/secrets/fcm-service-account.json` on the Pi (mode 0440, group 10001). This step belongs to M2c-pi.
8. If an organisation policy blocks service-account key creation, stop and report; do not change org policies.

The agent may write these git-ignored files under `infra/secrets/` in the main checkout and act on the Google Cloud project `kvitt-1337` for steps 2 to 6 (D-022); nothing else outside the repository.

State after M2c-dev (`c885aba`): steps 1 to 6 are done. Firebase is added to project `kvitt-1337`; Android apps exist for `se.hagstedt.kvitt` and `se.hagstedt.kvitt.debug`; the APIs `firebase.googleapis.com`, `fcm.googleapis.com`, `cloudresourcemanager.googleapis.com` and `iam.googleapis.com` are enabled; the service account is `kvitt-fcm@kvitt-1337.iam.gserviceaccount.com` with role `roles/firebasecloudmessaging.admin` (a role named `roles/firebasemessaging.admin` does not exist); `infra/secrets/fcm-service-account.json` and `infra/secrets/google-services.json` (both clients) exist in the main checkout. `infra/README.md` documents the REST calls for repeating or inspecting the setup. Step 7 remains for M2c-pi.

The FCM free tier is sufficient; no billing account is required.

### 10.8 Splitwise import

Command (run on the Pi with the server stopped, or on the Mac against a copy of the database):

```
kvitt-import --db /data/kvitt.sqlite --file <csv> --account "<Kvitt account name>" \
  --user "<Splitwise name of the owner>=<owner user id or display name>" \
  --user "<Splitwise name of the partner>=<partner user id or display name>" \
  [--fx <CUR>=<SEK per unit>]... [--dry-run]
```

* One CSV file per Splitwise group (Splitwise's group "Export as spreadsheet"). The account is created with default 50/50 if no non-deleted account with that name exists; otherwise rows go into the existing one, and the existing account's stored name (not the spelling given to `--account`) is the account name used in the import key (D-046).
* `--user` (exactly two, distinct Splitwise names, one per household user) maps a member column to a Kvitt user given as a user id or as a display name that exactly one user has; anything else is a usage error (D-046).
* The importer never creates or migrates a database: `--db` must name an existing file whose `meta.schema_version` is the version the server's migrations produce (`2` since D-054), else it exits 1 (run `kvitt-server migrate` first) (D-046, D-054).
* The whole run is one `BEGIN IMMEDIATE` transaction: find or create the account, skip rows whose `import_key` exists, validate and insert the rest with the server's own push checks, write the audit entries, then reconcile (below). It commits only when every row is valid, the reconciliation is accepted and `--dry-run` is absent; otherwise it rolls back and nothing is written. A dry run runs the same transaction and rolls it back (D-046).
* Exit status (D-046): `0` imported (or, with `--dry-run`, would import); `1` database or file error; `2` usage (bad arguments, `--user` not resolving to the two household users); `3` the file cannot be imported (header, invalid rows, non-SEK rows without `--fx`); `4` reconciliation mismatch or missing totals row. Nothing is written unless the status is `0` and `--dry-run` is absent.
* Header (confirmed against both real exports, D-003; the exact header lines are recorded in PLAN-M9, not here): Splitwise localises the export, so two variants exist and the importer must accept both. English: `Date`, `Description`, `Category`, `Cost`, `Currency`; Swedish: `Datum`, `Beskrivning`, `Kategori`, `Kostnad`, `Valuta`. Then one column per group member, named by the member's full Splitwise name, holding that member's net effect for the row (positive = paid more than their share). The member columns appear in different orders in different files, so the importer reads member names from the header and matches them to the `--user` arguments; it never relies on column positions. Any other header fails the import with a clear message, writing nothing.
* Fields containing commas are double-quoted (CSV quoting). The file ends with an empty line followed by a row whose `Description` is `Total balance` (English) or `Totalsumma` (Swedish), the totals row, holding each member's balance; it creates no row and is used only for the reconciliation. Blank rows are ignored.
* Reconciliation (D-045): after the rows are written, inside the transaction, each user's balance of the whole account (`net(u)`, §9.3, over every non-deleted row of the account, not only the imported ones) must equal the sum of that member's values in the file's totals rows. One totals row is allowed per currency; a non-SEK totals row is converted with the `--fx` rate like any other value. A mismatch, or a file without a totals row, rolls the run back and exits `4`; a dry run reports the same. Importing into an account that already holds other rows therefore rolls back, since those rows enter the comparison. When any `--fx` conversion took place, per-value rounding can make an exact match impossible, so a mismatch is reported in the summary but accepted. A re-run of an already imported file skips every row and reconciles again on the same balance.
* `Date` is `YYYY-MM-DD`; `Cost` and member columns are decimal numbers with `.` as separator, converted to öre exactly by string parsing.
* For each expense row with members A and B and cost C (öre): the payer is the member with positive net. If `net_A > 0`: payer A, `share_B = net_A`, `share_A = C − net_A`, mode `exact`. Symmetric for B. If both nets are 0: payer is the owner, mode `full` on the owner (the owner pays and bears the whole cost, D-046). If `net_A + net_B ≠ 0` or a resulting share is negative, the row is reported as invalid and the import aborts (nothing written).
* Rows whose `Category` is `Payment` (English) or `Betalning` (Swedish) become settlements: `from` = the member with positive net, `to` = the other, amount = that net, one allocation to the account, `note` = the Splitwise description truncated to 200 code points (D-046).
* Rows whose `Currency` is not `SEK` abort the import unless a `--fx <CUR>=<rate>` is given for that currency; then every amount is converted with `round_half_up(amount_ore × rate)` per value, and for expenses the exact shares are recomputed as `share_payer = C' − share_nonpayer'`.
* `import_key` = lowercase hex SHA-256 of `splitwise|v1|<account name>|<Date>|<Description>|<Category>|<Cost>|<Currency>|<member nets in header order, joined with |>|<n>` where `<n>` is the 0-based occurrence index of an identical line earlier in the same file. Rows whose key exists are skipped. Idempotency uses the existing `import_key` columns of `expenses` and `settlements` (§14.1); no new column or table (D-046).
* Every created row: `created_by_user_id` = `updated_by_user_id` = the owner; `updated_by_device_id` null; `created_at` = `updated_at` = the import time; one audit entry `create` with `source` = `import`; new `server_version`s from the global sequence; no pushes.
* Description is truncated to 100 code points; the full original goes into `notes` when truncated. An empty description, or one over 1000 code points (the `notes` limit, §9.6), makes the row invalid (exit `3`, nothing written) (D-046).
* Category mapping (case-insensitive exact match on the `Category` column, English and Swedish names, D-003). The importer commits this table as the data file `server/crates/kvitt-import/data/splitwise_categories.csv` (columns `splitwise_name,language,default_key`) and reads it from there; it is the only mapping. Splitwise categories are mapped as finely as the fourteen categories of AC-7.2 allow (D-053); the Swedish names are those observed in the real Swedish export, each placed with its English Splitwise equivalent (D-044, D-053):

| Splitwise category (English) | Splitwise category (Swedish) | Kvitt `default_key` |
|---|---|---|
| Groceries, Food and drink - Other, Liquor | Livsmedel, Mat och dryck - Övrigt, Alkohol | `groceries` |
| Dining out | Restaurangbesök | `restaurants` |
| Rent, Mortgage | Hyra, Avbetalning/Amortering | `housing` |
| Electronics, Furniture, Household supplies, Maintenance, Services, Pets, Home - Other | Elektronik, Möbler, Förbrukningsvaror, Skötsel/underhåll, Tjänster, Husdjur, Hem - Övrigt | `home` |
| Electricity, Heat/gas, Water, Trash, TV/Phone/Internet, Cleaning, Utilities - Other | El, Värme/gas, Vatten, Sophämtning, TV/telefon/internet, Städning, Verktyg - Övrigt | `utilities` |
| Insurance | Försäkringar | `insurance` |
| Bicycle, Bus/train, Car, Gas/fuel, Parking, Taxi, Transportation - Other | Cykel, Buss/tåg, Bil, Bensin/bränsle, Parkering, Taxi, Transport - Övrigt | `transport` |
| Hotel, Plane | Hotell, Flyg | `travel` |
| Games, Movies, Music, Sports, Entertainment - Other | Spel, Filmer, Musik, Sport, Underhållning - Övrigt | `entertainment` |
| Medical expenses | Sjukvård/medicin | `health` |
| Childcare | Barnomsorg | `children` |
| Clothing, Gifts | Kläder, Presenter | `shopping` |
| Taxes | Skatter | `fees` |
| General, Education, Life - Other, Other | Allmänt, Utbildning, Livet - Övrigt | `other` |
| any other value | any other value | `other`, counted as unmapped |

  The Swedish names El, Värme/gas, Vatten, Sophämtning and Husdjur were not seen in the export; they are Splitwise's Swedish labels by analogy (D-053). A wrong guess only leaves such a row unmapped (`other`, counted), which the summary shows.
* The summary lists each unmapped category name with its row count, and the total count of unmapped rows as a warning.

Production run (M11, D-025), in this order:

1. Take a backup first: `docker compose exec backup /backup.sh`, and confirm both files on Drive (`rclone lsf`).
2. Resolve the two production user ids by display name from the database (a read-only `SELECT id, role, display_name FROM users` through the `backup` container's `sqlite3`); the owner is the `admin` user. The ids go into the `--user` arguments (an exact, unique display name is also accepted, D-046).
3. Copy the CSV files from the Mac to the Pi into `/opt/kvitt/import/`, which is bind-mounted read-only into `server` as `/import` (§10.2).
4. `docker compose stop server`; for each file run `docker compose run --rm --entrypoint kvitt-import server --db /data/kvitt.sqlite --file /import/<file> --account "<name>" --user "…" --user "…"`, first with `--dry-run`, then without; each must exit `0` with the reconciliation `match` (D-045); the target accounts must not exist yet or be empty; `docker compose start server`; check `/health`. (`--entrypoint` is needed because the image's entrypoint is `kvitt-server`, §10.3.)
5. Delete the CSV files from `/opt/kvitt/import/`.

### 10.9 Backups and restore

Backup (`infra/backup/backup.sh`, daily 03:30 Europe/Stockholm, also runnable as `docker compose exec backup /backup.sh`):

1. `sqlite3 /data/kvitt.sqlite ".backup /backups/staging/kvitt.sqlite"` (online, consistent).
2. `sqlite3 /backups/staging/kvitt.sqlite "PRAGMA integrity_check"` must print `ok`, else abort with a log line.
3. `gzip -9` to `/backups/kvitt-<UTC yyyyMMddTHHmmssZ>.sqlite.gz`; `tar -czf /backups/pictures-<same stamp>.tar.gz -C /data pictures`.
4. `rclone copy /backups/<both files> "${RCLONE_REMOTE}" --drive-root-folder-id "${RCLONE_FOLDER_ID}" --immutable` (copy only; never `sync`, never delete, never overwrite).
5. On success write `/backups/last-success` with the stamp. The local files are deleted from the Pi's `backups` volume as soon as both are confirmed on Drive (`rclone lsf`) (D-002); nothing on Drive is ever deleted. When `RCLONE_FOLDER_ID` is empty (the development stack, D-001), step 4 is skipped with a log line and the local files are kept.

rclone setup (HUMAN, once): on the owner's laptop run `rclone authorize "drive"` and sign in; the infra agent writes `infra/secrets/rclone.conf` with a `[gdrive]` remote (`type = drive`, `scope = drive`, the token from the authorize step) and copies it to the Pi. The Drive destination root folder id is `1jDp1dGE5R3H2DBcXCqIPN1iWzQnPkdlV` (OQ-4, answered); it is the value of `RCLONE_FOLDER_ID` in the Pi's `.env`.

Restore (documented step by step in `infra/RESTORE.md`):

1. `docker compose stop server`.
2. Download the chosen `kvitt-*.sqlite.gz` and `pictures-*.tar.gz` from Drive (rclone or browser) to the Pi.
3. `gunzip`; `sqlite3 <file> "PRAGMA integrity_check"` must print `ok`.
4. Move the current `/data/kvitt.sqlite*` aside (never delete), place the restored file as `/data/kvitt.sqlite`, extract pictures into `/data/pictures`.
5. `docker compose run --rm server rotate-epoch`.
6. `docker compose start server`; check `/health`.
7. Open the app on both phones; they detect the new epoch and re-push their data (§14.4.8). Check the balances match on both phones.

### 10.10 Operations

* Logs: `docker compose logs <service>`.
* Disk: SQLite is a few MB; pictures under 1 MB; APKs about 20 MB each, 5 kept.
* Upgrades: build, push, `infra/deploy.sh <tag>`. Migrations run on start; a failed migration exits non-zero, the container restarts in a loop, and the previous tag is redeployed with `infra/deploy.sh <previous tag>` (migrations are forward-only, so the infra plan's runbook says to restore the pre-upgrade backup if a migration had partially applied; sqlx runs each migration in a transaction, so this should not happen).
* Before every deploy that includes a migration, `infra/deploy.sh` triggers a backup run and waits for `last-success` to update.
* Memory check: `docker stats --no-stream` after the release milestone; server RSS must be under 100 MB with both phones syncing.

---

## 11. Milestones

Each milestone is one plan (`PLAN-<id>.md`, written by the orchestrator's plans agent from this section) run by one Opus agent in its own worktree, unless the row says otherwise. "Gate" is what must pass before landing. The Android gate is `tools/gradle-serial.sh check`; the server gate is `cargo fmt --check && cargo clippy -- -D warnings && cargo test` in `server/`; "both gates" means both. HUMAN steps are what only the owner can do.

### 11.1 Dependency graph

```
M0 spec ──┬─► U1 directions ─(owner picks)─► U2 design spec ─► §9.7 colours ─► M6 design ─► M7a..M7f features ──┐
          │                                                                                                     │
          ├─► M1 contracts + vectors ─┬─► M2a server skeleton + domain ─┬─► M3 server core API ───────────┐       │
          │                           │                                 ├─► M4 server sync/audit/push ─┬──┤       │
          │                           │                                 │                              └──┼─► M9 importer
          │                           └─► M2b android skeleton + domain ┴─► M5 android data layer ───────┼───────┤
          │                                                                                               │       ▼
          └─► M2c-dev infra for development (Mac compose, Firebase, local backup) ─────────────────────┴──► M8 app integration
                                                                                                                  │
                                                     M2c-pi infra on the Pi (Pi, TLS, Gitea, router, Drive) ◄─────┤
                                                                              M10 first release ◄── M2c-pi, M8 ◄──┘
                                                                              M11 import real history ◄── M9, M10

Category contract v2 (D-054), after SPEC v0.8:
M12a contracts + :domain suggestCategory (landed 6b60ef7) ─┬─► M12b server (migration 0002, importer table; landed 2e2ebe7)
                                                            └─► M12c android (:core:model, :domain, :data, fakes; landed e499107) ─► M6, M7c
M12d UI contract additions (D-059: frequentCategoryIds, deletable; landed bdba9d3) ─► M7a..M7f   (ran in parallel with M6, landed 3080804)

After the M7 wave (v0.11):
M7a..M7f (landed) ─► M6b core:design fixes (landed 3a1bd14) ─┬─► M8 app integration (landed 00a14a3)
                                                            └─► M7g feature cleanups (landed 34a2590)
```

After M1, M2a and M2b land, these run in parallel without touching each other's files (§14.7): M3, M4 (lands after M3, D-015), M5, M2c-dev, M6 (once U2 is approved and the §9.7 colour change from U2's proposal has landed in this spec), M7a to M7f (once M6 lands), M9 (once M4 lands). M2c-pi runs after M8 and before M10 (D-001). Group M12 "Category contract v2" (D-049, D-054): M12a first; then M12b and M12c in parallel; M6 and M7c wait for M12c (all three landed: `6b60ef7`, `2e2ebe7`, `e499107`). M12d (D-059) ran in parallel with M6 (landed `bdba9d3` and `3080804`); M7a to M7f ran in parallel and landed on 2026-10-18 (`b9b061a`, `31760f9`, `1e42f76`, `082b8dc`, `6ac711d`, `a54eb7c`), followed by M6b, the `:core:design` fix pass (`3a1bd14`). M8 and M7g (feature cleanups) ran in parallel (disjoint paths: `android/app/**` and `android/adapter/fcm/**` against `android/feature/**`) and landed on 2026-10-18 (`34a2590`; `369e516` and `00a14a3`). The contract pass M12e started 2026-10-18.

### 11.2 Milestone table

| Id | Name | Deliverable | Gate | HUMAN | Depends on |
|---|---|---|---|---|---|
| M0 | Spec v0.1 | `SPEC.md`, filled `CLAUDE.md`, repository bootstrap | none (docs only) | Review the spec; answer §12 | none |
| U1 | UX directions | Landed `16c4d01` (direction 3 "Kalas" muted picked, D-047). §13.4 phase 1 files in `docs/ux/` | Files exist and open; each direction shows the six phase-1 screens of §13.4 (S-4, S-7, S-5, S-9, S-11, S-8) in light and dark; Swedish copy, no placeholder text | Review 2-3 directions, pick one, give comments | M0 |
| U2 | UX design spec | Landed `16c4d01`, approved by the owner: `docs/ux/design-spec.md` (binding, §13.4), `strings.csv` (558 rows), `screens/`; UX-9 (D-059). §13.4 phase 2 files in `docs/ux/` | Every string key has `en` and `sv`; every screen has every state that `design-spec.md` lists for it (§13.3) | Approve the design spec | U1 and the owner's pick |
| M1 | Contracts and vectors | `contracts/openapi.yaml`, `contracts/schema/server-v1.sql`, `contracts/test-vectors/*.json`, `contracts/examples/**/*.json`, `tools/contracts-check.py` | `python3 tools/contracts-check.py` passes: all JSON parses, every vector file matches §14.5.5, a stdlib-only Python reference of §9.1, §9.3, §9.4 reproduces every expected value, every example validates against the shapes of §14.3 by key set | none | M0 |
| M2a | Server skeleton and `kvitt-domain` | Cargo workspace, three crates, config, DB pool, migration `0001_init.sql` byte-identical to `contracts/schema/server-v1.sql`, error type with every §14.3.2 code, auth extractor (§8.2), all routes of §7 registered with handlers returning 501 `not_implemented`, utoipa document equal to `contracts/openapi.yaml`, `GET /health` and `GET /setup/status` implemented, `kvitt-domain` passing all vectors plus `next_occurrence_date`, `server/Dockerfile`; shell files in M3, M4 and M9 paths (D-004); the seams of §6.3 (D-015) | Server gate (includes the OpenAPI match test, the migration identity test, the vector tests) | none | M1 |
| M2b | Android skeleton and `:domain` | Gradle project in `android/` with every module of §6.2, version catalog, architecture check, `:core:model` types and repository interfaces of §14.2.4, `:domain` passing all vectors (including analytics), `:core:fakes` with the empty scenario (§6.2, D-018) for each repository, the Room 3 entities of §14.2.1 and §14.2.2 and `KvittDatabase` version 1 in `:data` with the exported schema (D-012), screenshot tests with Roborazzi (D-010), module shells for every module with one empty entry composable per feature (D-004), the feature convention of §6.2 in `build-logic` (D-017), `:app` launching to an empty themed screen, `:app` string files with the app name only in both languages, lint `MissingTranslation` as an error in every module | Android gate | Plug the phone in once to confirm `installDebug` works | M1 |
| M2c-dev | Infra for development (D-001, D-022) | Landed `c885aba`. `infra/dev/compose.yaml` (`server` built from `server/Dockerfile`, no Caddy, no TLS, bind-mounted data, `infra/secrets/` mounted read-only at `/secrets`, `backup` runnable on demand), `infra/dev/.env.example`, the dev scripts in `infra/dev/` (build, up, logs, backup, `copy-google-services.sh`), `infra/README.md` (dev stack and Firebase), `infra/backup/{Dockerfile, backup.sh}` (Drive upload skipped when `RCLONE_FOLDER_ID` is empty), Firebase project and apps through the REST API (§10.7), service-account key and `google-services.json` in `infra/secrets/` | `docker compose -f infra/dev/compose.yaml --env-file infra/dev/.env.example config` succeeds; `shellcheck $(find infra -name '*.sh')` clean; on the Mac (with the M2a image): `GET /health` answers 200 from the Mac; one local backup run produces a snapshot that passes `PRAGMA integrity_check` | `gcloud auth login`; on the phone on the home Wi-Fi, open the dev server's `/health` and answer yes/no that it shows `"status":"ok"` | M0 (uses the M2a image for the health check when available) |
| M2c-pi | Infra on the Pi (D-001) | `infra/` Pi compose stack, Caddyfile, cert-sync image, build, deploy and publish scripts, `infra/README.md` (Pi provisioning, router forwarding, trust of the `gitea.lan` registry), `infra/RESTORE.md`, Drive backups to folder id `1jDp1dGE5R3H2DBcXCqIPN1iWzQnPkdlV`, Gitea Actions image build from the owner's example workflow in `.gitea/workflows/`, the `/opt/kvitt/import` bind mount (§10.2) | `docker compose -f infra/compose.yaml config` succeeds; `shellcheck $(find infra -name '*.sh')` clean; on the Pi: cert-sync fetched a valid certificate, `https://icehack.asuscomm.com:8443/health` answers from the phone on mobile data; one backup file appears in the Drive folder | Answer OQ-3; grant at the start of the sprint the allowances to act on the Kvitt Pi, the Home Assistant Pi, Gitea and Google Drive (D-023); set up key-based SSH from the Mac to the Kvitt Pi; provide the example Gitea Actions workflow and the Gitea credentials; install Docker on the Pi if missing; add `gitea.lan` to `insecure-registries` on the Pi; set the router forward 8443 → Kvitt Pi; add the cert-sync public key to the Home Assistant SSH add-on; `rclone authorize "drive"` | M2c-dev, M8 |
| M3 | Server core API | Landed `503cee5` (D-030 to D-034). E-3 to E-30 and E-33 implemented (§14.3; E-2 is M2a's, M3 tests it), invite landing page, pictures, rate limiting (`src/api/rate_limit.rs`), `bootstrap`, `pair-device`, the recurring generation function of §6.3 (D-015) | Server gate; integration tests per endpoint and per error code listed for it; every generation case of §9.5 (catch-up, clamping, split resolution, idempotency, resume without backfill, `next_occurrence_date`) | none | M2a |
| M4 | Server sync, audit, push, scheduler | Landed `bd6f10a` (D-035 to D-039). E-31, E-32, the real `AuditWriter` (writer and diff) and `PushQueue` (FCM sender), `src/tasks/**` starting them, `sync_mutations` pruning daily at 04:00 (D-021), scheduler, `rotate-epoch` | Server gate; integration tests for every sync rule of §14.4 and the scheduler cases of §9.5 (run at start, daily 06:00 on DST days, catch-up through M3's generation function); FCM sender tested against a local stub HTTP server | none | M2a; lands after M3 (D-015) |
| M5 | Android data layer | Landed `c28c52b` (D-026 to D-029, D-040 to D-043). DAOs on M2b's Room 3 entities and `KvittDatabase` v1 (§14.2, D-012; any change to the entities or the exported schema is a contract change, §14.8), Ktor client and DTOs, token store, sync engine and workers, real repositories, APK updater | Android gate; DTO round-trip tests over every file in `contracts/examples/`; sync engine tests with Ktor `MockEngine` covering §14.4 including the 14-day offline case (AC-15.6) | none | M1, M2b |
| M12a | Category contract v2: contracts | Landed `6b60ef7`. `contracts/category-keywords.csv` (148 entries), `contracts/schema/migrations/0002_categories_v2.sql` (§14.1.1), `contracts/test-vectors/suggest_category.json` (65 cases), E-1 example `schema_version` 2, `tools/contracts-check.py` (keyword-table rules, 0002 loaded on a fresh and an in-use v1 database, Python reference of §9.11, new icon and colour tokens), and `:domain`'s `suggestCategory` with `UnicodeText` passing the vectors (§14.5.6). The OpenAPI `DefaultCategoryKey` extension and the new category examples were held back for M12b | `python3 tools/contracts-check.py` passes | none | M1, SPEC v0.8 |
| M12b | Category contract v2: server | Landed `2e2ebe7` (D-057, D-058). Migration `server/crates/kvitt-server/migrations/0002_categories_v2.sql` byte-identical to the contract file with its identity test; `SCHEMA_VERSION` 2; seed test of the fourteen defaults (ids, keys, icons, colours, sort orders, `server_version` from the sequence) on a fresh database and on a v1 database holding expenses (rows and references kept); icon and colour lists of §9.7 in `validate.rs`; `DefaultCategoryKey` with the fourteen keys in `contracts/openapi.yaml` (held back by M12a) and in the utoipa wire types, so the OpenAPI match test passes; the category examples M12a held back; importer table `splitwise_categories.csv` per §10.8 with its spec-parity test; importer schema check 2 (D-054); E-31 and other examples only where they enumerate the defaults | Server gate; `python3 tools/contracts-check.py` passes | none | M12a, M3, M4, M9 |
| M12c | Category contract v2: Android | Landed `e499107` (D-055 to D-057). `:core:model`: `DefaultCategoryKey` (14), `ColorToken` (`SLATE`, `AMBER`), `CategoryIcons.ALL` (33), `ExpenseRepository.suggestCategory`; `:data`: the `UnicodeText` binding (`java.text.Normalizer`, `Character`), `suggestCategory` from Room, DataStore and the keyword table copied from `contracts/category-keywords.csv` at build time (D-055; a test asserts byte identity and the §14.8 rules), parsed by `:domain`'s `parseCategoryKeywords` (D-056); `:core:fakes`: fourteen defaults in the empty scenario and a fake `suggestCategory`; default-name string resources for the four new categories in English and Swedish (AC-7.2) where default names already live | Android gate | none | M12a, M2b, M5 |
| M12d | UI contract additions (D-059) | Landed `bdba9d3` (D-060 to D-062). `:core:model`: `ExpenseEditorOptions.frequentCategoryIds` and `CategoryRepository.deletable(id)` (§14.2.4 "Changes in v0.9"); `:data`: both computed from Room, with repository tests; `:core:fakes`: both computed from each scenario's own data; `ContractTest` updated | Android gate | none | M12c, M5 |
| M6 | Design system | Landed `3080804` (D-063 to D-066). Built from `docs/ux/design-spec.md` §2 and §3 and `docs/ux/strings.csv`. `:core:design` theme, tokens, typography (Material 3 default typeface, D-020), shared components including the ledger rows and expense editor fields (D-019), charts (Compose `Canvas`, D-063), formatters (§9.8), shared strings (including the notification copy) per `docs/ux/design-spec.md` and `docs/ux/strings.csv`, screenshot tests of every component in light and dark, Swedish and English | Android gate | Look at the component screenshots the agent opens and posts (yes/no) | U2, M2b, M12c, the §9.7 colour change |
| M6b | Design-system fixes after M7 | Landed `3a1bd14` (D-075 to D-079). `:core:design` fixes the M7 agents asked for: `viewerPercentOf` reads basis points, `editor_split_full_on_you`, `AmountInput.of` with both decimals and `AmountInput.percent` (D-078), `quickRowCategories` (D-075), two-line category labels with an ellipsis (D-076), `DateFormatter.monthName` and `dayRangeLong` (D-077), resource-backed snackbars in `KvittScaffold`, optional `ConfirmDialog` body, `KvittButton` loading form, `InviteCodeField` wrapping, `EmptyState` icon tile, `AnalyticsFilterBar` period row, screen tokens in `KvittDimens`, `common_ok` and `common_undo`, the module keys of M7b to M7f recorded in `docs/ux/strings.csv` (D-079) | Android gate | none | M7a to M7f |
| M7a | Feature: onboarding | Landed `b9b061a` 2026-10-18 (D-071). `:feature:onboarding` screens S-1, S-2, S-3, S-18 | Android gate with screenshot tests of every state, sv and en, light and dark | none | M6, M12d |
| M7b | Feature: home and account | Landed `31760f9` 2026-10-18 (D-071). `:feature:home`, `:feature:account` screens S-4, S-5, S-6, S-16, S-17 | as M7a | none | M6, M12d |
| M7c | Feature: expense | Landed `1e42f76` 2026-10-18 (D-074, D-080). `:feature:expense` screens S-7, S-8, with the category suggestion of §9.11 (CS-2, CS-3, CS-7) | as M7a | none | M6, M12c, M12d |
| M7d | Feature: settle | Landed `082b8dc` 2026-10-18 (D-074). `:feature:settle` screens S-9, S-10 | as M7a | none | M6, M12d |
| M7e | Feature: analytics | Landed `6ac711d` 2026-10-18 (D-069 to D-071). `:feature:analytics` screens S-11, S-12 | as M7a | none | M6, M12d |
| M7f | Feature: settings | Landed `a54eb7c` 2026-10-18 (D-071 to D-073). `:feature:settings` screens S-13, S-14, S-15, S-19, S-20, S-21, S-22 | as M7a | none | M6, M12d |
| M7g | Feature cleanups | Landed `34a2590` 2026-10-18. Cleanups in `android/feature/**` after M6b; scope in its brief | as M7a | none | M7a to M7f, M6b |
| M8 | App integration | Landed `369e516` and `00a14a3` 2026-10-18 (D-081 to D-085). `:app` navigation and deep links (§13.2, D-071; each top-level screen draws its own bar), session gate (S-1 for Unpaired and Unrecognised, S-2, S-18 for Revoked, back on S-18 closes the app; Home shows S-3 while `partner == null`), deletion of the debug fakes module (both variants bind `:data`, D-081), `:adapter:fcm` with registration by Firebase Installation ID (D-083), push work and notification building (AC-13.5, D-085), invite links ignored while paired (D-084), `ProvideHousehold` as `LocalKvittHousehold`, `LocalKvittClock` from `:data`'s Clock, `LocalAvatarPictures` handing the `User` to `:data`'s Coil mapper, notification permission after the first successful sync after pairing (AC-2.9), update check in release only, revoke wipe, network security configs (§8.5, D-082), manifest hardening (§8.8), release signing and version properties (§10.6; unsigned without keystore keys), `google-services.json` copied with `infra/dev/copy-google-services.sh` | Android gate (green at landing: BUILD SUCCESSFUL, 710 actionable tasks); on the owner's phone against the development server on the Mac (D-001): pair, add an expense offline, reconnect, see it synced, receive a push (not yet run at landing: phone not attached; HANDOFF §3) | Tap through the pairing, offline and push test as relayed by the orchestrator | M3, M4, M5, M7a-M7f, M2c-dev (Firebase, development server) |
| M9 | Splitwise importer | Landed `ab298ab` (D-044 to D-046). `kvitt-import` per §10.8 with tests over synthetic CSV fixtures (`crates/kvitt-import/tests/import.rs`), reconciliation against the totals rows, the committed category table | Server gate | Provide the CSV files (kept outside git) when OQ-2 is answered | M2a, M4 |
| M10 | First release | Release build signed, published, both phones paired, push working both ways, nightly backup on Drive, restore drill report, memory check | `docs/validation/first-release.md` and `docs/validation/restore-drill.md` complete; server RSS under 100 MB | Create the release keystore with the `keytool` command of §10.6, outside the repository; install the APK on both phones from the landing page; allow "Install unknown apps"; partner pairs with the invite; confirm notifications arrive | M2c-pi, M3, M4, M8 |
| M11 | Import history | Rehearsed on 2026-10-18: the real run reconciled on both files in a throwaway database (Vardag 1746 rows, Hemma 37 rows; 21 rows unmapped before D-044). Dry run of 2026-10-18 with the M12b mapping (D-053): Vardag 1746 rows, 0 unmapped; Hemma 37 rows, 0 unmapped; both reconciled. Real import run on the Pi per §10.8 "Production run" (D-025), `docs/validation/splitwise-import.md` with per-account totals compared to Splitwise's balances (aggregates only) | Imported balances equal Splitwise's "Total balance" rows per group | Provide the CSVs; confirm the balances on the phone match Splitwise | M9, M10 |

### 11.3 Notes per milestone

* **M1** writes the OpenAPI file by hand from §14.3 (no code exists yet). M2a then annotates handlers so the generated document matches it; the equality test compares parsed values, not text (D-016), after the normalisations of §14.8 (D-005). M2a may change `contracts/openapi.yaml` only representationally (key order, `$ref` naming, description wording), listed in the plan report, with no spec bump (§14.8). Any semantic change follows the contract-change rule (§14.8).
* **M2a** owns the router and registers every route up front so that M3 and M4 only fill in handler bodies in their own files. The same for the utoipa `ApiDoc`. M2a creates the shell files of the later server milestones (D-004, §14.7) and the seams of §6.3 (D-015). `server/rust-toolchain.toml` pins the exact current stable Rust release and the Dockerfile uses the same version (§10.3).
* **M2b** writes the `*State` classes and repository interfaces of §14.2.4 so that M5 and M7 work against the same interfaces in parallel. It creates a module shell for every module of §6.2, with one empty entry composable per feature module (D-004), puts the feature convention of §6.2 (D-017) into the feature convention plugin, and fixes how `resolveRange` signals an invalid `CUSTOM` range (§14.5.4, D-018: `IncompleteCustomRangeException`, D-011). Its screenshot-test choice is D-010 (Roborazzi). It also created the Room 3 entities and `KvittDatabase` v1 in `:data` (D-012), so M5 builds on them.
* **M5** owns `:data` and builds on the entities, `KvittDatabase` v1 and the exported schema `android/data/schemas/se.hagstedt.kvitt.data.db.KvittDatabase/1.json` that M2b created (D-012); it adds DAOs, the API client, sync and the repositories. Room 3 migrations take an `SQLiteConnection` (§14.2.3).
* **M7x** features use `:core:fakes` only; they never depend on `:data`. Each feature agent adds its fake scenarios in `android/core/fakes/src/main/kotlin/se/hagstedt/kvitt/fakes/<feature>/` and nowhere else in that module. Each fills in its own module shell from M2b, follows the feature convention of §6.2 and takes shared UI from `:core:design` (D-019). All six landed on 2026-10-18 (`b9b061a` M7a, `6ac711d` M7e, `082b8dc` M7d, `31760f9` M7b, `1e42f76` M7c, `a54eb7c` M7f); their readings are D-069 to D-074 and D-080, the shared fixes they asked for went into M6b (`3a1bd14`, D-075 to D-079). M7g (landed `34a2590`) did the feature-side cleanups after M6b.
* **M6b** (landed `3a1bd14`) is the `:core:design` fix pass after the M7 wave, in M6's paths (§14.7); see the §11.2 row.
* **Contract requests for a later contract pass (M12e)**, collected from the M5, M6, M7 and M8 reports; none is a contract change in v0.12, each needs the §14.8 rule when taken (M12e started 2026-10-18):
  * the `pair()` result lacks the invite kind, so S-2 shows for any first `member` pairing, device invites included (AC-2.4, AC-2.10);
  * the `kvitt://invite` link carries no admin name, so `onboarding_code_help` ("You get the code from %1$s …") cannot be filled and S-1 shows the generic help line (AC-2.6);
  * `SyncSummary` has no "last attempt failed" flag; `SyncStatusPill` is called with `failed = false` (§13.3 S-4);
  * `Rejection` has no actor, so the stale-change copy on S-16 names the partner;
  * `Device` has only `appVersionCode`, so S-20 rows show "Kvitt 11" where the design shows the version name "1.1";
  * `RecurringRepository.create` needs a `TemplateId` for a new template; the S-19 editor sends `TemplateId("")`;
  * `UpdateRepository.check()` has no result, so S-22 cannot tell "up to date" from a network failure (AC-16.6, D-073);
  * `SettleState` lacks the list of accounts the settlement leaves untouched; S-9 derives it from Home balances, which include the settlement being edited (D-074);
  * the D-027 re-stamp (re-stamp `updated_at` of pending rows after a `clock_skew` rejection) is still not in `:data`;
  * the 128 px picture size: `:data` always fetches E-11 at 512; a 128 variant needs a size parameter in `:core:model` and `:data` (§14.2.4 "Pictures"); the owner answers whether it is needed;
  * `PushEvent` lives in `:adapter:fcm` as built by M8; §6.2 places it in `:core:model`, where it should move (M8);
  * S-22's "Licenser för öppen källkod" does nothing: no licences screen and no strings for one exist (S-22 and the §6.2 strings rule); open point OQ-5 for the owner, default "not in v1" (M8);
  * the detail screens (`AccountDetailScreen`, `ExpenseDetailScreen`, `SettlementDetailScreen` and others) take no `snackbarHostState`, so `:app` draws an overlay snackbar host that can overlap a FAB or the bottom bar (M8);
  * S-7 and S-8 hand `:app` resolved snackbar `String`s instead of resource ids (M8);
  * `:app` has no launcher icon (lint `MissingApplicationIcon`, present before M8 too) (M8);
  * the server sends the Firebase Installation ID in the FCM HTTP v1 `message.token` field, accepted during Firebase's transition; it should send it in the `fid` field (§14.6, D-083).
* **M2c-dev / M2c-pi** (D-001): M2c-dev builds only what development needs on the Mac and runs now; M2c-pi builds everything that concerns the Pi (registry trust, TLS, router, cert-sync, Pi deploy, APK publishing to the Pi, Drive upload, Gitea Actions) and runs after M8, before M10.
* **M4** (landed `bd6f10a`) added `into_make_service_with_connect_info::<SocketAddr>()` to `serve` so the per-IP rate limits of §8.6 see the peer address (D-032). Its tests are three binaries, `tests/sync_api/`, `tests/push_fcm/` and `tests/scheduler_daily/` (§14.7); the scheduler lives in `src/tasks/scheduler.rs`.
* **M8** (landed `369e516` and `00a14a3`, D-081 to D-085) is the only plan that edits `:app` after M2b. As built: both variants bind `:data` through `di/AppDataModule.kt`, which includes `DataBindingsModule`; the debug fakes module is deleted (D-081, revising D-041). The session gate shows S-1 for Unpaired and Unrecognised, S-2, and S-18 for Revoked (back on S-18 closes the app); Home shows S-3 while `partner == null`; each top-level screen draws its own bar (D-071). M6's `:app` requests are met: `ProvideHousehold` is implemented as `LocalKvittHousehold`, `LocalKvittClock` is provided from `:data`'s Clock, and `LocalAvatarPictures` passes the `User` model to `:data`'s Coil mapper. M5's requests are met: `AppBuildInfo` from `BuildConfig`; WorkManager with `KvittWorkerFactory` and the default initializer disabled; `SyncTriggers.onAppStart` on process start and `onForeground` on later returns; push handled by an expedited WorkManager job calling `syncForPush` (D-085); `UpdateRepository.check` on every start and resume, in release builds only (AC-16.5); Coil's singleton is `:data`'s `ImageLoader`. The notification permission is asked after the first successful sync after pairing (AC-2.9). Network security configs per §8.5 (D-082); the merged release manifest exports only `MainActivity` and permission-guarded library receivers (§8.8); `:app:assembleRelease` builds unsigned when `local.properties` has no keystore keys (§10.6); FCM registration by Firebase Installation ID (D-083); invite links ignored while paired (D-084). Not yet done at landing (phone not attached): the end-to-end pairing, offline and push test on the owner's phone and the design-spec §2.7 typeface check (HANDOFF §3). Its contract requests are on the M12e list above.
* **M10**: the orchestrator relays every HUMAN step in chat. The keystore is created with the command of §10.6 (D-024).
* **M2c-pi**: the allowances to act on the Kvitt Pi, the Home Assistant Pi, Gitea and Google Drive are requested from the owner at the start of that sprint (D-023).
* **M9** (landed `ab298ab`) reuses the server's own push validation (`kvitt_server::api::validate`, `rows`) and the `SqlAuditWriter`, so imported rows pass the same checks as synced ones (§14.4.4). Its tests are one binary, `crates/kvitt-import/tests/import.rs`, over synthetic fixtures only; one test checks the §10.8 category table against `data/splitwise_categories.csv`.
* **M12a, M12b, M12c** (D-049 to D-054) carry the owner's UX-session decisions into the contracts and the landed code: M3, M5 and M9 were built with ten defaults, so this is a contract change against `main`, not only the spec. M12a (landed `6b60ef7`) wrote `contracts/`, the checker and `:domain`'s `suggestCategory`; M12b (landed `2e2ebe7`) and M12c (landed `e499107`) ran in parallel (disjoint paths, §14.7); their outcomes are D-055 to D-058. The Room schema stays at version 1: category rows reach the phone through sync. The colour hex values of `slate` and `amber` are not needed by M12 (`:core:model` holds token names only); they arrive with U2 and M6.
* **M12d** (D-059, landed `bdba9d3`) added the two UI-contract members UX-9 found (`ExpenseEditorOptions.frequentCategoryIds`, `CategoryRepository.deletable`) to `:core:model`, `:data` and `:core:fakes`, in parallel with M6 (disjoint paths); its readings are D-060 to D-062 (§14.2.4 "Readings fixed in v0.10"). M7c and M7f consume them; the design spec's fallbacks (`docs/ux/design-spec.md` §3.7 and §6) are no longer needed.
* **M6** (landed `3080804`) built `:core:design` with charts on Compose `Canvas` (D-063), the Material 3 Expressive fallbacks of D-064, the formatting tables of D-065 and the golden layout of D-066. Its contract requests for **M8** (no change now): `:app` provides `LocalAvatarPictures` with an `AvatarPictures` that builds the authenticated E-11 Coil request from the user id and `pictureVersion` (§14.3.4); `:app` wraps every screen in `ProvideHousehold(me, partner)`; `:app` provides `LocalKvittClock` (tests and previews pass a fixed clock); `SyncSummary` gains a "last attempt failed" field so `SyncStatusPill` can drop its `failed` parameter (§13.3 S-4). The design-spec §2.7 open point (that `FontFamily.Default` keeps tabular figures and distinct weights 500/600/700 under every One UI font style on the S26) is checked at the M8 install on the owner's phone; still pending after M8 landed (phone not attached).
* **M11** runs the import per §10.8 "Production run" (D-025). The rehearsal on 2026-10-18 ran both real files against a throwaway database and reconciled on both (Vardag 1746 rows, Hemma 37 rows); 21 rows were unmapped before D-044. The dry run of 2026-10-18 with M12b's mapping confirmed it: Vardag 1746 rows, 0 unmapped; Hemma 37 rows, 0 unmapped; both reconciled.

---

## 12. Open questions

Only things that cannot be decided without the owner. Everything else in this spec is decided.

| Id | Question | Needed by | Default if unanswered |
|---|---|---|---|
| OQ-1 | Answered (D-001): the registry is a Gitea instance on another Pi at `http://gitea.lan`, plain HTTP, reachable only on the home Wi-Fi; images are built by Gitea Actions later from the owner's example workflow. | M2c-pi | answered |
| OQ-2 | Answered (D-003): two exports, English and Swedish header variants, member columns in either order, ISO dates, point decimal, double-quoted fields, trailing empty line and `Total balance` / `Totalsumma` row, payment category `Payment` / `Betalning`, all rows SEK. Group "hemma" becomes account "Hemma", the general group becomes account "Vardag". Details §10.8 and PLAN-M9. | M9, M11 | answered |
| OQ-3 | `TODO(spec)` LAN address and SSH user of the Kvitt Pi; LAN address, SSH port and user of the Home Assistant Pi; the directory holding `fullchain.pem` and `privkey.pem` there (expected `/ssl` on Home Assistant OS); which SSH add-on is used. | M2c-pi | none; M2c-pi blocks on it |
| OQ-4 | Answered: the Google Drive backup folder id is `1jDp1dGE5R3H2DBcXCqIPN1iWzQnPkdlV` (§10.9). | M2c-pi | answered |
| OQ-5 | Open-source licences on S-22: is a licences screen wanted in v1? "Licenser för öppen källkod" currently does nothing, and no screen or strings exist for it (§11.3 M12e list). | M12e or M10 | not in v1 |

---

## 13. UX sprint

A brief for one UX agent (Opus) who has read this spec and nothing else. It runs right after M0, in parallel with M1, and before any UI work (M6, M7). It produces proposals; the owner chooses; the UX agent then writes the binding design spec. The UX agent writes no Kotlin.

### 13.1 Context the UX agent must design for

* Two adults in Sweden, one household, using Samsung Galaxy S26 (about 411 × 891 dp viewport, 6.3") and S26+ (about 411 × 891 dp at a higher density, 6.7"). Portrait only. Android 16, One UI on top; the app uses Material 3 (Expressive where stable) and must not imitate One UI.
* Most sessions are 10 seconds: add an expense right after paying. The add flow is the most important flow; it must need at most: open app, tap add, type amount, type description, tap save (category and account defaulted, AC-8.6).
* The second most important view is "who owes whom" on Home.
* Swedish is the primary language (both users' phones are Swedish), English must fit too. Swedish words are long ("Utgiftskonto", "Återkommande"); designs must survive them at 200 % font scale.
* Light and dark theme follow the system. Dynamic colour (Material You wallpaper colours) is offered as an option per direction only if the direction still works with it; the default is the direction's own palette.
* Money must be legible at a glance: amounts in tabular figures, direction ("owes you", "you owe") always in words plus colour, never colour alone.
* Accessibility: touch targets ≥ 48 dp, contrast ≥ 4.5:1 for text, TalkBack labels for every icon-only control, nothing conveyed by colour only, layouts that reflow at 200 % font scale.
* Category icons are Material Symbols from the set in §9.7; category colours are the tokens of §9.7 (the UX agent may change hex values, not token names, and must give light and dark values with contrast checked against both surfaces).
* Users are shown by avatar (picture or initials, AC-4.5) and display name. The viewer is always "you" / "du".

### 13.2 Navigation model (binding, D-048)

* Bottom navigation with three destinations: **Home** (Översikt), **Analytics** (Statistik), **Settings** (Inställningar). An "Aktivitet" feed (the other person's changes across accounts) was considered as a fourth destination and not taken for v1 (D-048).
* A floating action button "Add expense" (Lägg till utgift) on Home and on Account detail.
* Account detail, expense editor, expense detail, settle up, settlement detail and all settings sub-screens are pushed screens with a top app bar and back.
* The expense editor is a full-screen screen, not a bottom sheet (the numeric keyboard needs the room).
* Wiring (D-071, as built by M7a to M7f and connected by M8): the top-level screens S-3, S-4, S-11 and S-13 render their own `KvittNavigationBar` and take `onNavigate: (KvittDestination) -> Unit`; the `:app` scaffold draws no second bar, and the `NavHost` switches top-level destinations from those lambdas. Navigation-argument keys are constants in each feature (`ARG_EXPENSE_ID` and `ARG_ACCOUNT_ID`; `SettleArgs.SETTLEMENT_ID` and `SettleArgs.ACCOUNT_ID`; `DrillDownArgs.KEYS`; settings `"categoryId"` and `"templateId"`), read through `SavedStateHandle`.
* Result snackbars (D-071): the result of S-7 ("Utgiften sparades"), of S-9 and of archiving an account is shown by the screen returned to (Home shows them through its `snackbarHostState`); the account-archived snackbar has an undo action (`common_undo`, "Ångra").
* Session gate (as built by M8): S-1 for an unpaired or unrecognised session, S-2 for the profile step after a first `member` pairing (AC-2.10; the invite-kind request of §11.3), S-18 for a revoked device (back on S-18 closes the app). Home shows S-3 while the household has no partner (`partner == null`).

### 13.3 Screens and what each must show

Each screen must be designed in these states where they apply: **loaded**, **empty**, **offline** (with pending changes), **loading** (first sync only; afterwards data is local), **error** (a failed online action), and, for lists, **long content** (long Swedish names, 7-digit amounts). Which states apply to which screen is listed per screen in U2's `docs/ux/design-spec.md`; that list is the binding one for U2's gate and for the feature milestones' screenshot tests.

| Id | Screen | Must show | Actions |
|---|---|---|---|
| S-1 | Pairing | App name and one-line purpose; server URL field (prefilled); invite code field (12 characters, shown in groups of 4); display name field ("Ditt namn", 1 to 40 code points, §9.6), required on a first pairing and hidden in the "Para ihop telefonen igen" variant (D-050); explanation of where the code comes from (always the generic help line in v1: the invite link carries no admin name for `onboarding_code_help`, §11.3); progress while pairing; errors `invite_invalid`, network error, `rate_limited` | Pair; paste code |
| S-2 | Partner profile step | Display name field (prefilled; a blank name shows `onboarding_error_name_required` "Skriv ditt namn"), avatar with "Add picture"; the owner's name and avatar ("You are joining Jacob"). Shown after any first `member` pairing until `pair()` reports the invite kind (§11.3) | Continue |
| S-3 | Waiting for partner | Explanation that the partner must join first; the pending invite's expiry if any; error state when fetching the invite failed (snackbar with "Försök igen") | Invite partner (goes to S-21); Settings |
| S-4 | Home | Global balance header: both avatars, wording per §9.3, amount; "Settle up" button when non-zero; sync line: "Last synced …" and pending count when > 0, tap opens S-16 (`SyncStatusPill` takes a `failed` flag for "Sync failed" until `SyncSummary` gets a "last attempt failed" field; Home passes `failed = false`, a contract request for M12e, §11.3); update banner (S-17) when available ("Later" hides it for the ViewModel's lifetime only, so it returns on the next start); list of active accounts, each with name, balance wording and amount, number of expenses this month; collapsed "Archived (n)" section; empty state when no accounts ("Create your first account") | Add expense (FAB); Settle up; open account; New account |
| S-5 | Account detail | Account name, default split with names (ratios written "60/40", `common_ratio`), balance header; list of expenses and settlements interleaved by date, grouped by month with month totals (household spend; month headers are not sticky), each expense row per AC-8.10, each settlement row per AC-11.7 (its title may wrap to 2 lines, 3 at 200 % font scale, and its second line is the type label `ledger_settlement_label` "Betalning" from `:core:design`, D-068); archived badge if archived (an archived account hides the add-expense FAB, AC-6.4, and keeps "Settle this account", D-052); pending-sync marker per row | Add expense (not on an archived account); Settle this account; Edit account; Archive / Unarchive; Delete (only if allowed) |
| S-6 | Account editor | Name field; default split control (one slider or stepper plus two percent fields that always sum to 100, two decimals allowed); preview "Of 100,00 kr: Jacob 60,00 kr, Anna 40,00 kr"; "Needs connection" state; the discard dialog has a title and no body text (D-080) | Save; Cancel |
| S-7 | Expense editor | Amount entry (large, numeric keyboard, `kr`); description; account picker (active accounts); category picker (grid of icon + colour + name, active categories; for a new expense the category is selected from the description per §9.11, with no marker); date (today default, date picker); payer toggle (two avatars: "Paid by"); split section: mode chooser (`default` "Account default 60/40", `ratio` "Custom ratio", `exact` "Exact amounts", `full` "All on one person") and its controls; live preview of each person's share; notes (collapsed by default); validation errors inline; delete in edit mode; after saving, the snackbar "Utgiften sparades" without "Ångra" (an undo would be an audited create and delete that also notifies the partner, D-052), shown by the screen returned to (D-071); the quick row is filled by `quickRowCategories` (D-075) and category labels take up to two centred lines, a longer custom name ending the second line in "…" (D-076); the discard dialog has no body text (D-080) | Save; Cancel; Delete (edit mode) |
| S-8 | Expense detail | Amount, description, category, account, date, payer, each user's share and the split mode, notes, "Recurring: <template>" when generated; timeline (AC-12.4, AC-12.5); "deleted" state when opened from a notification of a deletion; "missing" state (not yet on this phone) with "Synka nu" (`expense_detail_sync_now`), online only (§9.9, D-080) | Edit; Delete |
| S-9 | Settle up | Direction ("Anna pays Jacob" with a swap control); amount; allocation list: account name, account debt, editable allocated amount, over-settle warning per row (AC-11.5); remaining-to-allocate indicator; "Add account"; date; note; per-account variant with a single fixed row, which keeps the direction swap (§9.4: per-account settle-ups go either way) and an editable amount (AC-11.4 "defaults to") (D-052); when editing, the saved rows count as edited and "Föreslå igen" re-proposes; the info line on untouched accounts is derived from Home balances and may be slightly off while editing (D-074); the discard dialog has no body text (D-080) | Confirm; Cancel |
| S-10 | Settlement detail | Payer, recipient, amount, date, note, allocations per account; timeline; "missing" state with "Synka nu" (`settle_detail_sync_now`), online only (§9.9, D-080) | Edit; Delete |
| S-11 | Analytics | Range selector (presets of AC-14.2 plus custom); granularity toggle month/week; measure toggle household / my share; group-by toggle category/account; total for range; chart 1 stacked bars over time with legend; chart 2 category breakdown; chart 3 account breakdown; empty state ("No expenses in this period"); a chart whose range has no expenses shows only the 0 baseline, with no gridline values (D-068). Total card (D-069): caption "<range> · Hushållet" for the household measure and "<range> · N veckor" in week granularity; for my share the label is "Totalt · Min del" so the caption does not repeat it; month presets show whole-month ranges ("maj–okt 2026"), custom ranges and week granularity show days (§9.8, D-077). Legend and stacking order: categories by `sortOrder`, accounts in `AccountRepository.all()` order (`AnalyticsState.groups` order is unspecified, §14.2.4). Loading means `SyncSummary.lastSuccessAt == null` and shows skeleton cards; offline looks like loaded; no error state (analytics are local, AC-14.1) | Change filters; tap a bar or a row to open S-12 |
| S-12 | Analytics drill-down | Title naming the filter ("Mat & hushåll, oktober 2026"; a week as in `docs/ux/strings.csv`, "Vardag, vecka 41"; a category or account over the whole range "<name>, <range caption>") (D-070); total; expense rows as in S-5. No loading and no error state (D-070) | Open expense |
| S-13 | Settings hub | Own avatar and name; partner's avatar and name; rows: Profile, Categories, Recurring expenses, Devices, Invite partner or Pair a device (admin), Sync status, About | Navigate |
| S-14 | Profile | Avatar with change/remove; display name; "Needs connection" state | Save |
| S-15 | Categories | List: icon, colour, name, archived section; editor: name (with "Reset name" for defaults), icon grid (33 icons of §9.7), colour swatches (14 tokens); delete or archive with the reason when delete is not allowed | Add; Edit; Reorder (drag); Archive; Delete |
| S-16 | Sync status | Last successful sync time; pending changes count with a list (the shared ledger rows of `:core:design`, D-019, not a separate 36 dp row); "Changes not synced" list from `sync_rejections` with what was lost and why (copy per §14.4.6 reasons); clock-skew warning; "Sync now", online only (§9.9, D-080) | Sync now; open a rejected change (read-only); dismiss it |
| S-17 | Update available | Banner on Home with version name; dialog explaining "Install unknown apps" the first time; download progress; failure | Update; Later |
| S-18 | Device removed | Explanation that this phone's access was removed and local data deleted | Pair again (goes to S-1) |
| S-19 | Recurring expenses | List: description, amount, account, "Every month on day 25", next date, paused badge; editor with the expense fields of S-7 (no date) plus day of month (a new template defaults to today's day, AC-9.8, D-072), first month, optional last month, pause switch; the discard dialog has no body text (D-080) | Add; Edit; Pause/Resume; Delete |
| S-20 | Devices | Rows per AC-3.1 | Revoke (with confirmation) |
| S-21 | Invites | For the admin: "Invite partner" (only before the partner joins) and "Pair another device" for either user; a created invite shows the code in groups of 4, the link, expiry, and a share action (Android share sheet); list of pending invites with cancel | Create; Share; Cancel |
| S-22 | About | App version name and code, server URL, server version (from `/health`), open-source licences (not built; OQ-5); after "Check for update" with no update, "Du har den senaste versionen" (AC-16.6, D-073) | Check for update |

System notifications (copy needed in both languages, built per AC-13.5):

| Type | Title | Body |
|---|---|---|
| `expense_created` | "<Actor> added an expense" | "<description> · <amount> · <account>" |
| `expense_updated` | "<Actor> changed an expense" | "<description> · <amount>" |
| `expense_deleted` | "<Actor> deleted an expense" | "<description> · <amount>" |
| `settlement_created` | "<Actor> recorded a payment" | "<payer> paid <recipient> <amount>" |
| `settlement_updated` | "<Actor> changed a payment" | "<payer> paid <recipient> <amount>" |
| `settlement_deleted` | "<Actor> deleted a payment" | "<amount>" |
| `recurring_expense_created` | "Recurring expense added" | "<description> · <amount> · <account>" |
| `sync_batch` | "<Actor> made <count> changes" | "Open Kvitt to see them" |
| any, when the sync failed | "<Actor> changed something in Kvitt" (or "Kvitt" without actor name) | "Open Kvitt to see it" |

The UX agent writes the Swedish versions.

Invite landing page (E-4, AC-2.5). Server-rendered HTML, so these strings live in the server (M3's `src/api/landing.rs`), not in the app's resources:

| Element | English | Swedish |
|---|---|---|
| App name | Kvitt | Kvitt |
| Download button | Download Kvitt | Ladda ner Kvitt |
| Open button | Open in Kvitt | Öppna i Kvitt |
| Instruction sentence | Install Kvitt, then open this link again on your phone. | Installera Kvitt och öppna sedan den här länken igen på din telefon. |

The download button is omitted while no APK is published; the 404 page shows only "Kvitt" and "404" (AC-2.5).

### 13.4 Deliverables

**Phase 1 (U1): directions.** In `docs/ux/directions/`:

* 2 or 3 visual directions, each a self-contained HTML file `docs/ux/directions/<n>-<slug>/index.html` (no external requests except Google Fonts, if a direction uses a font whose licence allows bundling in an app; the font must then also be bundleable as an Android font resource) rendering at a 411 dp wide phone frame: S-4 Home, S-7 Expense editor, S-5 Account detail, S-9 Settle up, S-11 Analytics, S-8 Expense detail with timeline, each in light and dark, in Swedish, with realistic household data (names "Jacob" and "Anna", Swedish shops and amounts; no lorem ipsum).
* Each direction states: name and one-line idea; colour palette (primary, secondary, tertiary, surfaces, error, "owed" and "owing" semantic colours, the 12 category colours) in light and dark with contrast ratios; typography (Material 3 type scale and why; tabular figures for amounts; the app bundles no font and uses the Material 3 default typeface, D-020, so a direction that previews another typeface has it replaced by the default in U2's design spec); shape (corner radii per component size); elevation and motion principles; iconography (Material Symbols style: outlined, rounded or sharp, weight, fill rules); how the balance header looks in its three states; how it handles 200 % font scale (one screenshot).
* `docs/ux/directions/README.md`: a comparison table of the directions (character, strengths, risks, implementation cost in Compose), and the UX agent's recommendation with reasons.
* PNG exports of every screen of every direction (`docs/ux/directions/<n>-<slug>/png/`), so the orchestrator can show them to the owner without a browser.

Suggested starting points the UX agent may use, replace or merge (it must deliver at least two clearly different ones):

1. **"Kvitto"**: receipt-paper calm. Off-white surfaces, ink-black text, one accent colour, monospaced tabular amounts, dashed dividers like a till receipt. Expressive only in motion.
2. **"Skärgård"**: Material 3 Expressive with a cool sea-and-granite palette, large rounded shapes, bold balance header, playful but quiet.
3. **"Kontor"**: dense, utilitarian, data-forward. Neutral greys, strong typographic hierarchy, charts as the hero on Analytics, minimal decoration.

**Phase 2 (U2): design spec for the chosen direction.** After the owner picks (and comments), in `docs/ux/`. The owner picked direction 3 "Kalas" with the muted palette of `docs/ux/directions/3-kalas/`, typeface per D-020 (D-047). U2 landed `16c4d01`, approved by the owner. `docs/ux/design-spec.md` is the binding design document for `:core:design` (§2 tokens, §3 components) and for every screen (§4, §5); this spec wins over it on rules. `docs/ux/strings.csv` (558 rows at U2, header included; 559 since v0.10 with `ledger_settlement_label`, D-068, and English "Dining" for `category_default_restaurants`, D-067; 578 since v0.11 with the shared keys `common_ok`, `common_undo` and `editor_split_full_on_you` and the module keys of M7b to M7f recorded as built, D-079; keys with the D-017 prefixes; plurals as `key:one` / `key:other`) is the source of every string resource:

* `design-spec.md`: final tokens (colour roles light and dark, category colour hex values, typography scale, shapes, spacing scale in dp, elevation, motion durations and easing), component inventory (each with anatomy, states, sizes), and for every screen S-1 to S-22: layout description, all states of §13.3, interaction details, TalkBack labels.
* `strings.csv`: every user-visible string of the app with columns `key,en,sv,notes`, keys in `snake_case` prefixed by the feature module that holds them (`home_balance_owes_you`, `expense_save`; shared strings for `:core:design` never start with a feature name; the app name is the only `:app` string; §6.2, D-017), placeholders as Android format arguments (`%1$s`), plurals marked in `notes` with their quantities. This becomes `values/strings.xml` and `values-sv/strings.xml` in M6 and M7; feature agents add no strings that are not in this file without a decisions entry. Keys recorded by D-079 (v0.11): shared `common_ok`, `common_undo`, `editor_split_full_on_you` ("All on you" / "Allt på dig"; `ledger_settlement_label` was D-068); module keys as built: `analytics_granularity`, `analytics_measure`, `analytics_group_by`, `analytics_range_apply`; `settle_row_amount`, `settle_detail_delete`, `settle_detail_sync_now`; `expense_detail_sync_now`; `home_archived_expanded`, `home_archived_collapsed`; `settings_category_archived_snackbar`, `settings_category_unarchived_snackbar`, `settings_recurring_summary_none`, `settings_expanded`, `settings_collapsed`, `settings_partner_missing`.
* `screens/<S-id>-<slug>.png` for every screen and state, light and dark, Swedish.
* Updated colour hex values for the 14 tokens of §9.7 (the muted Kalas values, `slate` and `amber` included), proposed as a spec change (decisions entry, spec version bump) by the orchestrator (D-051).

### 13.5 Out of scope for the UX sprint

New features, changes to flows required by §4, changes to enums or limits, app icon production (a direction may sketch one), animations beyond descriptions, Kotlin code.

---

## 14. Contracts

Contracts are what lets agents work in parallel. Each subsection is binding. The files that M1 writes from this section are listed in §14.8. A change to any contract follows §14.8.

### 14.1 SQLite schema v1 (server) and migrations

The server schema is at version **2**: the v1 DDL below (migration 0001) plus migration 0002 (§14.1.1, D-054). This DDL is the content of `contracts/schema/server-v1.sql` and of the server's first migration `server/crates/kvitt-server/migrations/0001_init.sql`, byte for byte (a test asserts equality). Conventions: ids `TEXT` (UUIDv7, see the conventions at the top of this file); money `INTEGER` öre; timestamps `TEXT` in the fixed RFC 3339 form; booleans `INTEGER` 0/1; `server_version` from `sync_sequence`. Enum and token lists that may grow (icons, colours) are checked in code, not in DDL. Every connection sets the pragmas of §8.9.

```sql
-- Kvitt server schema v1. Do not edit; add a new migration and bump the schema version (SPEC §14.8).

CREATE TABLE meta (
    key   TEXT PRIMARY KEY NOT NULL,
    value TEXT NOT NULL
) STRICT;

-- One global, strictly increasing counter for server_version. Exactly one row.
CREATE TABLE sync_sequence (
    id    INTEGER PRIMARY KEY CHECK (id = 1),
    value INTEGER NOT NULL
) STRICT;

CREATE TABLE users (
    id              TEXT PRIMARY KEY NOT NULL,
    role            TEXT NOT NULL CHECK (role IN ('admin', 'member')),
    display_name    TEXT NOT NULL CHECK (length(display_name) BETWEEN 1 AND 40),
    picture_version INTEGER CHECK (picture_version IS NULL OR picture_version >= 1),
    created_at      TEXT NOT NULL,
    updated_at      TEXT NOT NULL,
    server_version  INTEGER NOT NULL UNIQUE
) STRICT;
CREATE UNIQUE INDEX users_single_admin ON users (role) WHERE role = 'admin';

CREATE TABLE devices (
    id                 TEXT PRIMARY KEY NOT NULL,
    user_id            TEXT NOT NULL REFERENCES users (id),
    name               TEXT NOT NULL CHECK (length(name) BETWEEN 1 AND 60),
    token_hash         TEXT NOT NULL UNIQUE,
    fcm_token          TEXT,
    app_version_code   INTEGER,
    created_at         TEXT NOT NULL,
    last_seen_at       TEXT NOT NULL,
    revoked_at         TEXT,
    revoked_by_user_id TEXT REFERENCES users (id)
) STRICT;
CREATE INDEX devices_user ON devices (user_id);

CREATE TABLE invites (
    id                 TEXT PRIMARY KEY NOT NULL,
    kind               TEXT NOT NULL CHECK (kind IN ('admin_setup', 'partner', 'device')),
    code_hash          TEXT NOT NULL UNIQUE,
    target_user_id     TEXT REFERENCES users (id),
    created_by_user_id TEXT REFERENCES users (id),
    created_at         TEXT NOT NULL,
    expires_at         TEXT NOT NULL,
    accepted_at        TEXT,
    accepted_device_id TEXT REFERENCES devices (id),
    cancelled_at       TEXT,
    CHECK ((kind = 'device') = (target_user_id IS NOT NULL)),
    CHECK ((kind = 'admin_setup') = (created_by_user_id IS NULL) OR kind = 'device')
) STRICT;

CREATE TABLE accounts (
    id                 TEXT PRIMARY KEY NOT NULL,
    name               TEXT NOT NULL CHECK (length(name) BETWEEN 1 AND 60),
    name_key           TEXT NOT NULL,
    created_by_user_id TEXT NOT NULL REFERENCES users (id),
    created_at         TEXT NOT NULL,
    updated_at         TEXT NOT NULL,
    archived_at        TEXT,
    deleted_at         TEXT,
    server_version     INTEGER NOT NULL UNIQUE
) STRICT;
-- name_key = Unicode-lowercased, trimmed name, computed in Rust.
CREATE UNIQUE INDEX accounts_name_live ON accounts (name_key) WHERE deleted_at IS NULL;

CREATE TABLE account_default_shares (
    account_id TEXT NOT NULL REFERENCES accounts (id),
    user_id    TEXT NOT NULL REFERENCES users (id),
    share_bp   INTEGER NOT NULL CHECK (share_bp BETWEEN 0 AND 10000),
    PRIMARY KEY (account_id, user_id)
) STRICT, WITHOUT ROWID;

CREATE TABLE categories (
    id             TEXT PRIMARY KEY NOT NULL,
    default_key    TEXT UNIQUE CHECK (default_key IS NULL OR default_key IN
                       ('groceries', 'restaurants', 'home', 'utilities', 'transport',
                        'travel', 'entertainment', 'health', 'shopping', 'other')),
    name           TEXT CHECK (name IS NULL OR length(name) BETWEEN 1 AND 40),
    icon           TEXT NOT NULL,
    color          TEXT NOT NULL,
    sort_order     INTEGER NOT NULL,
    created_at     TEXT NOT NULL,
    updated_at     TEXT NOT NULL,
    archived_at    TEXT,
    deleted_at     TEXT,
    server_version INTEGER NOT NULL UNIQUE,
    CHECK (name IS NOT NULL OR default_key IS NOT NULL)
) STRICT;

CREATE TABLE recurring_templates (
    id                    TEXT PRIMARY KEY NOT NULL,
    account_id            TEXT NOT NULL REFERENCES accounts (id),
    category_id           TEXT NOT NULL REFERENCES categories (id),
    amount_ore            INTEGER NOT NULL CHECK (amount_ore BETWEEN 1 AND 1000000000),
    description           TEXT NOT NULL CHECK (length(description) BETWEEN 1 AND 100),
    notes                 TEXT NOT NULL DEFAULT '' CHECK (length(notes) <= 1000),
    payer_user_id         TEXT NOT NULL REFERENCES users (id),
    split_mode            TEXT NOT NULL CHECK (split_mode IN ('default', 'ratio', 'exact', 'full')),
    day_of_month          INTEGER NOT NULL CHECK (day_of_month BETWEEN 1 AND 31),
    start_period          TEXT NOT NULL,
    end_period            TEXT,
    paused                INTEGER NOT NULL DEFAULT 0 CHECK (paused IN (0, 1)),
    last_generated_period TEXT,
    created_by_user_id    TEXT NOT NULL REFERENCES users (id),
    updated_by_user_id    TEXT NOT NULL REFERENCES users (id),
    created_at            TEXT NOT NULL,
    updated_at            TEXT NOT NULL,
    deleted_at            TEXT,
    server_version        INTEGER NOT NULL UNIQUE
) STRICT;
CREATE INDEX recurring_templates_account ON recurring_templates (account_id);

-- Modes ratio and full: share_bp set, share_ore NULL. Mode exact: share_ore set, share_bp NULL. Mode default: no rows.
CREATE TABLE recurring_template_splits (
    template_id TEXT NOT NULL REFERENCES recurring_templates (id),
    user_id     TEXT NOT NULL REFERENCES users (id),
    share_bp    INTEGER CHECK (share_bp IS NULL OR share_bp BETWEEN 0 AND 10000),
    share_ore   INTEGER CHECK (share_ore IS NULL OR share_ore >= 0),
    PRIMARY KEY (template_id, user_id),
    CHECK ((share_bp IS NULL) <> (share_ore IS NULL))
) STRICT, WITHOUT ROWID;

CREATE TABLE expenses (
    id                    TEXT PRIMARY KEY NOT NULL,
    account_id            TEXT NOT NULL REFERENCES accounts (id),
    category_id           TEXT NOT NULL REFERENCES categories (id),
    amount_ore            INTEGER NOT NULL CHECK (amount_ore BETWEEN 1 AND 1000000000),
    description           TEXT NOT NULL CHECK (length(description) BETWEEN 1 AND 100),
    notes                 TEXT NOT NULL DEFAULT '' CHECK (length(notes) <= 1000),
    expense_date          TEXT NOT NULL,
    payer_user_id         TEXT NOT NULL REFERENCES users (id),
    split_mode            TEXT NOT NULL CHECK (split_mode IN ('default', 'ratio', 'exact', 'full')),
    recurring_template_id TEXT REFERENCES recurring_templates (id),
    recurring_period      TEXT,
    import_key            TEXT UNIQUE,
    created_by_user_id    TEXT NOT NULL REFERENCES users (id),
    updated_by_user_id    TEXT NOT NULL REFERENCES users (id),
    updated_by_device_id  TEXT REFERENCES devices (id),
    created_at            TEXT NOT NULL,
    updated_at            TEXT NOT NULL,
    deleted_at            TEXT,
    server_received_at    TEXT NOT NULL,
    server_version        INTEGER NOT NULL UNIQUE,
    CHECK ((recurring_template_id IS NULL) = (recurring_period IS NULL))
) STRICT;
CREATE UNIQUE INDEX expenses_recurring_once ON expenses (recurring_template_id, recurring_period)
    WHERE recurring_template_id IS NOT NULL;
CREATE INDEX expenses_account ON expenses (account_id);
CREATE INDEX expenses_category ON expenses (category_id);

-- Exactly two rows per expense, one per household user. share_bp NULL for mode exact.
CREATE TABLE expense_splits (
    expense_id TEXT NOT NULL REFERENCES expenses (id),
    user_id    TEXT NOT NULL REFERENCES users (id),
    share_ore  INTEGER NOT NULL CHECK (share_ore >= 0),
    share_bp   INTEGER CHECK (share_bp IS NULL OR share_bp BETWEEN 0 AND 10000),
    PRIMARY KEY (expense_id, user_id)
) STRICT, WITHOUT ROWID;

CREATE TABLE settlements (
    id                   TEXT PRIMARY KEY NOT NULL,
    from_user_id         TEXT NOT NULL REFERENCES users (id),
    to_user_id           TEXT NOT NULL REFERENCES users (id),
    amount_ore           INTEGER NOT NULL CHECK (amount_ore BETWEEN 1 AND 1000000000),
    settlement_date      TEXT NOT NULL,
    note                 TEXT NOT NULL DEFAULT '' CHECK (length(note) <= 200),
    import_key           TEXT UNIQUE,
    created_by_user_id   TEXT NOT NULL REFERENCES users (id),
    updated_by_user_id   TEXT NOT NULL REFERENCES users (id),
    updated_by_device_id TEXT REFERENCES devices (id),
    created_at           TEXT NOT NULL,
    updated_at           TEXT NOT NULL,
    deleted_at           TEXT,
    server_received_at   TEXT NOT NULL,
    server_version       INTEGER NOT NULL UNIQUE,
    CHECK (from_user_id <> to_user_id)
) STRICT;

CREATE TABLE settlement_allocations (
    settlement_id TEXT NOT NULL REFERENCES settlements (id),
    account_id    TEXT NOT NULL REFERENCES accounts (id),
    amount_ore    INTEGER NOT NULL CHECK (amount_ore >= 1),
    PRIMARY KEY (settlement_id, account_id)
) STRICT, WITHOUT ROWID;
CREATE INDEX settlement_allocations_account ON settlement_allocations (account_id);

-- Append-only. changes is a JSON array of {"field","old","new"} (SPEC §14.4.7).
CREATE TABLE audit_log (
    id              TEXT PRIMARY KEY NOT NULL,
    entity_type     TEXT NOT NULL CHECK (entity_type IN ('expense', 'settlement')),
    entity_id       TEXT NOT NULL,
    action          TEXT NOT NULL CHECK (action IN ('create', 'update', 'delete')),
    source          TEXT NOT NULL CHECK (source IN ('app', 'recurring', 'import')),
    actor_user_id   TEXT NOT NULL REFERENCES users (id),
    actor_device_id TEXT REFERENCES devices (id),
    client_at       TEXT NOT NULL,
    server_at       TEXT NOT NULL,
    changes         TEXT NOT NULL,
    server_version  INTEGER NOT NULL UNIQUE
) STRICT;
CREATE INDEX audit_log_entity ON audit_log (entity_type, entity_id);

-- Idempotency of POST /sync. Rows older than 90 days are pruned daily.
CREATE TABLE sync_mutations (
    mutation_id TEXT PRIMARY KEY NOT NULL,
    device_id   TEXT NOT NULL REFERENCES devices (id),
    entity_type TEXT NOT NULL CHECK (entity_type IN ('expense', 'settlement')),
    entity_id   TEXT NOT NULL,
    result      TEXT NOT NULL,
    received_at TEXT NOT NULL
) STRICT;
CREATE INDEX sync_mutations_received ON sync_mutations (received_at);

INSERT INTO sync_sequence (id, value) VALUES (1, 10);
INSERT INTO meta (key, value) VALUES ('schema_version', '1');
INSERT INTO meta (key, value) VALUES ('sync_epoch', lower(hex(randomblob(16))));

INSERT INTO categories (id, default_key, name, icon, color, sort_order, created_at, updated_at, archived_at, deleted_at, server_version) VALUES
    ('01920000-0000-7000-8000-000000000001', 'groceries',     NULL, 'shopping_cart',    'green',  10,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 1),
    ('01920000-0000-7000-8000-000000000002', 'restaurants',   NULL, 'restaurant',       'orange', 20,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 2),
    ('01920000-0000-7000-8000-000000000003', 'home',          NULL, 'home',             'brown',  30,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 3),
    ('01920000-0000-7000-8000-000000000004', 'utilities',     NULL, 'bolt',             'yellow', 40,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 4),
    ('01920000-0000-7000-8000-000000000005', 'transport',     NULL, 'directions_car',   'blue',   50,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 5),
    ('01920000-0000-7000-8000-000000000006', 'travel',        NULL, 'flight',           'teal',   60,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 6),
    ('01920000-0000-7000-8000-000000000007', 'entertainment', NULL, 'movie',            'purple', 70,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 7),
    ('01920000-0000-7000-8000-000000000008', 'health',        NULL, 'medical_services', 'red',    80,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 8),
    ('01920000-0000-7000-8000-000000000009', 'shopping',      NULL, 'shopping_bag',     'pink',   90,  '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 9),
    ('01920000-0000-7000-8000-00000000000a', 'other',         NULL, 'category',         'grey',   100, '2026-10-17T00:00:00.000Z', '2026-10-17T00:00:00.000Z', NULL, NULL, 10);
```

Server-side rules on top of the DDL:

* Every write transaction starts with `BEGIN IMMEDIATE`. Taking a `server_version` is `UPDATE sync_sequence SET value = value + 1 WHERE id = 1 RETURNING value` inside that transaction.
* At most two rows in `users` (checked in code; `household_full`).
* `meta.sync_epoch` is replaced by `kvitt-server rotate-epoch` with a new `lower(hex(randomblob(16)))`.
* No row of `users`, `devices`, `accounts`, `categories`, `recurring_templates`, `expenses`, `settlements` or `audit_log` is ever hard-deleted. Child rows (`account_default_shares`, `recurring_template_splits`, `expense_splits`, `settlement_allocations`) are replaced (delete and insert) when their parent is updated.
* `invites` rows are never deleted; `sync_mutations` rows are pruned after 90 days by a daily job at 04:00 Europe/Stockholm (DST-aware, always local 04:00) that deletes rows whose `received_at` is strictly older than 90 days; a row exactly 90 days old is kept (D-021, D-039).

#### 14.1.1 Migration 0002: schema version 2 (D-054)

Migration 0002 adds the four default categories `housing`, `insurance`, `children` and `fees` of AC-7.2 to every database, existing ones (the development stack included) on upgrade and new ones right after 0001. The SQL below is the content of the contract file `contracts/schema/migrations/0002_categories_v2.sql` as M12a committed it (`6b60ef7`; the file wins over this copy) and of the server migration `server/crates/kvitt-server/migrations/0002_categories_v2.sql`, byte for byte (a test asserts equality, as for 0001); `contracts/schema/server-v1.sql` stays unchanged. Every later migration follows the same pattern: `contracts/schema/migrations/<NNNN>_<name>.sql` is its locked text.

* The v1 `CHECK` on `categories.default_key` lists ten keys and SQLite cannot alter a `CHECK`, so the migration rebuilds `categories` with the fourteen keys (the ten of v1 followed by the four new ones) and otherwise the same columns and constraints, keeping every row unchanged (custom categories, renames, archive state, `server_version`).
* sqlx runs the migration in one transaction on a connection with `foreign_keys = ON` (§8.9), where `PRAGMA foreign_keys` cannot change. `PRAGMA defer_foreign_keys = ON` defers the checks to the commit; the rows are copied out, the table dropped and recreated under its own name, and the rows copied back, so every reference from `expenses` and `recurring_templates` resolves again before the commit.
* Each new row takes its `server_version` from the global sequence (§14.1 rules), so phones receive the four rows in their next pull like any other change. Ids `01920000-0000-7000-8000-000000000011` to `…014`, `created_at` = `updated_at` = `2026-10-18T00:00:00.000Z`, `name` null.
* `meta.schema_version` becomes `2`; the server's `SCHEMA_VERSION` constant (E-1) becomes 2, and the importer's check (§10.8), which reads that constant, follows.
* The Room schema is unchanged (version 1): category rows reach the phone through sync (§14.2).

```sql
-- Kvitt server schema v2: four new default categories (housing, insurance, children, fees). Do not edit; add a new
-- migration and bump the schema version (SPEC §14.8). Applied on top of server-v1.sql (0001_init.sql).
--
-- The default_key CHECK of categories cannot be altered in place in SQLite, so the table is rebuilt: copy the rows
-- aside, drop the table, recreate it with the new CHECK and copy the rows back, ids and server_version unchanged.
-- The migration runs inside one transaction (sqlx wraps every migration in one) with foreign_keys = ON (SPEC §8.9).
-- defer_foreign_keys = ON lets expenses and recurring_templates point at categories while the table is briefly
-- absent; the deferred check at commit still fails the migration if any reference is left dangling. It resets
-- itself when the transaction ends. No other table, index or trigger refers to categories by anything but name.
PRAGMA defer_foreign_keys = ON;

CREATE TABLE categories_v1_copy AS SELECT * FROM categories;
DROP TABLE categories;

CREATE TABLE categories (
    id             TEXT PRIMARY KEY NOT NULL,
    default_key    TEXT UNIQUE CHECK (default_key IS NULL OR default_key IN
                       ('groceries', 'restaurants', 'home', 'utilities', 'transport',
                        'travel', 'entertainment', 'health', 'shopping', 'other',
                        'housing', 'insurance', 'children', 'fees')),
    name           TEXT CHECK (name IS NULL OR length(name) BETWEEN 1 AND 40),
    icon           TEXT NOT NULL,
    color          TEXT NOT NULL,
    sort_order     INTEGER NOT NULL,
    created_at     TEXT NOT NULL,
    updated_at     TEXT NOT NULL,
    archived_at    TEXT,
    deleted_at     TEXT,
    server_version INTEGER NOT NULL UNIQUE,
    CHECK (name IS NOT NULL OR default_key IS NOT NULL)
) STRICT;

INSERT INTO categories (id, default_key, name, icon, color, sort_order, created_at, updated_at, archived_at, deleted_at, server_version)
    SELECT id, default_key, name, icon, color, sort_order, created_at, updated_at, archived_at, deleted_at, server_version
    FROM categories_v1_copy;
DROP TABLE categories_v1_copy;

-- Each new row takes the next server_version from the global sequence, as every server write does (SPEC §14.1), so
-- phones receive the rows on their next pull whatever their cursor.
UPDATE sync_sequence SET value = value + 1 WHERE id = 1;
INSERT INTO categories (id, default_key, name, icon, color, sort_order, created_at, updated_at, archived_at, deleted_at, server_version)
    SELECT '01920000-0000-7000-8000-000000000011', 'housing', NULL, 'key', 'indigo', 25,
           '2026-10-18T00:00:00.000Z', '2026-10-18T00:00:00.000Z', NULL, NULL, value
    FROM sync_sequence WHERE id = 1;

UPDATE sync_sequence SET value = value + 1 WHERE id = 1;
INSERT INTO categories (id, default_key, name, icon, color, sort_order, created_at, updated_at, archived_at, deleted_at, server_version)
    SELECT '01920000-0000-7000-8000-000000000012', 'insurance', NULL, 'shield', 'slate', 45,
           '2026-10-18T00:00:00.000Z', '2026-10-18T00:00:00.000Z', NULL, NULL, value
    FROM sync_sequence WHERE id = 1;

UPDATE sync_sequence SET value = value + 1 WHERE id = 1;
INSERT INTO categories (id, default_key, name, icon, color, sort_order, created_at, updated_at, archived_at, deleted_at, server_version)
    SELECT '01920000-0000-7000-8000-000000000013', 'children', NULL, 'child_care', 'lime', 85,
           '2026-10-18T00:00:00.000Z', '2026-10-18T00:00:00.000Z', NULL, NULL, value
    FROM sync_sequence WHERE id = 1;

UPDATE sync_sequence SET value = value + 1 WHERE id = 1;
INSERT INTO categories (id, default_key, name, icon, color, sort_order, created_at, updated_at, archived_at, deleted_at, server_version)
    SELECT '01920000-0000-7000-8000-000000000014', 'fees', NULL, 'account_balance', 'amber', 95,
           '2026-10-18T00:00:00.000Z', '2026-10-18T00:00:00.000Z', NULL, NULL, value
    FROM sync_sequence WHERE id = 1;

UPDATE meta SET value = '2' WHERE key = 'schema_version';
```

### 14.2 Room entities (phone)

Database class `KvittDatabase` in `:data`, file name `kvitt.db`, version **1**, `exportSchema = true` with schemas in `android/data/schemas/` (committed). Package `se.hagstedt.kvitt.data.db`. Room 3 (`androidx.room3`, KSP only) on an `SQLiteDriver` with `sqlite-bundled` (D-012). M2b created the entities and `KvittDatabase` version 1; the exported `android/data/schemas/se.hagstedt.kvitt.data.db.KvittDatabase/1.json` is a contract file (§14.8).

Rules:

* Table and column names are identical to the server's (§14.1) where the column exists on both. Kotlin properties are camelCase with `@ColumnInfo(name = "snake_case")`.
* **No foreign keys** in Room: sync pages may deliver a child before its parent (a parent updated later carries a higher `server_version`). Queries that feed the UI join and skip rows whose references do not resolve yet.
* Server-only columns are not mirrored: `token_hash`, `fcm_token`, `name_key`, `import_key`, `server_received_at`, `updated_by_device_id`, `code_hash`. Tables `devices`, `invites`, `meta`, `sync_sequence`, `sync_mutations` are not mirrored.
* Timestamps are `String` in the fixed RFC 3339 form; dates `String` `YYYY-MM-DD`; money `Long`; bp `Int`; booleans `Boolean`.
* `local_updated_at` (Long, epoch milliseconds, phone clock) is set on every local write and on every row written from the network. It orders the push queue and is never sent.

#### 14.2.1 Mirrored tables

| Entity class | Table | Columns (server columns unless marked local) | Primary key | Indices |
|---|---|---|---|---|
| `UserEntity` | `users` | `id`, `role`, `display_name`, `picture_version?`, `created_at`, `updated_at`, `server_version`, local `local_updated_at` | `id` | none |
| `AccountEntity` | `accounts` | `id`, `name`, `created_by_user_id`, `created_at`, `updated_at`, `archived_at?`, `deleted_at?`, `server_version`, local `local_updated_at` | `id` | `created_at` |
| `AccountDefaultShareEntity` | `account_default_shares` | `account_id`, `user_id`, `share_bp` | (`account_id`, `user_id`) | none |
| `CategoryEntity` | `categories` | `id`, `default_key?`, `name?`, `icon`, `color`, `sort_order`, `created_at`, `updated_at`, `archived_at?`, `deleted_at?`, `server_version`, local `local_updated_at` | `id` | none |
| `RecurringTemplateEntity` | `recurring_templates` | every server column, plus `next_occurrence_date?` (from the wire), local `local_updated_at` | `id` | `account_id` |
| `RecurringTemplateSplitEntity` | `recurring_template_splits` | `template_id`, `user_id`, `share_bp?`, `share_ore?` | (`template_id`, `user_id`) | none |
| `ExpenseEntity` | `expenses` | `id`, `account_id`, `category_id`, `amount_ore`, `description`, `notes`, `expense_date`, `payer_user_id`, `split_mode`, `recurring_template_id?`, `recurring_period?`, `created_by_user_id?` (null until the server accepted the create), `updated_by_user_id?`, `created_at`, `updated_at`, `deleted_at?`, `server_version?` (null until accepted); local `pending`, `pending_mutation_id?`, `local_updated_at` | `id` | `account_id`, `expense_date`, `pending` |
| `ExpenseSplitEntity` | `expense_splits` | `expense_id`, `user_id`, `share_ore`, `share_bp?` | (`expense_id`, `user_id`) | none |
| `SettlementEntity` | `settlements` | `id`, `from_user_id`, `to_user_id`, `amount_ore`, `settlement_date`, `note`, `created_by_user_id?`, `updated_by_user_id?`, `created_at`, `updated_at`, `deleted_at?`, `server_version?`; local `pending`, `pending_mutation_id?`, `local_updated_at` | `id` | `settlement_date`, `pending` |
| `SettlementAllocationEntity` | `settlement_allocations` | `settlement_id`, `account_id`, `amount_ore` | (`settlement_id`, `account_id`) | `account_id` |
| `AuditEntryEntity` | `audit_log` | `id`, `entity_type`, `entity_id`, `action`, `source`, `actor_user_id`, `client_at`, `server_at`, `changes` (JSON text as received), `server_version` | `id` | (`entity_type`, `entity_id`) |

Local-only semantics on `expenses` and `settlements`:

* `pending = true` means the row has a local change not yet accepted by the server. Every local create, edit or delete sets `pending = true`, sets a new UUIDv7 `pending_mutation_id`, sets `updated_at` to the phone's current time in the fixed RFC 3339 form (and `created_at` on create), and sets `local_updated_at`.
* A local delete sets `deleted_at` = `updated_at` = now. The row stays as a tombstone.
* The pending-changes count (AC-15.4) is `count(expenses where pending) + count(settlements where pending)`.

#### 14.2.2 Local-only tables

| Entity class | Table | Columns | Primary key |
|---|---|---|---|
| `SyncStateEntity` | `sync_state` | `id` (always 1), `cursor` Long (last applied `next_since`, 0 initially), `epoch` String?, `last_success_at` String?, `last_attempt_at` String?, `last_error_code` String? (an error code of §14.3.2 or `network`), `clock_skew` Boolean | `id` |
| `SyncRejectionEntity` | `sync_rejections` | `mutation_id`, `entity_type`, `entity_id`, `reason` (§14.4.6), `message`, `rejected_payload` (JSON of the entity as pushed), `server_current` (JSON or null), `rejected_at` String, `dismissed` Boolean | `mutation_id` |

Per-phone preferences (last used account, last used category per account, "install unknown apps" explanation shown, and the installed version code that received a 426 `protocol_unsupported`, D-043) live in DataStore `prefs.preferences_pb`, not Room. The pairing status lives in `auth.preferences_pb` with the token (§8.2, D-043).

#### 14.2.3 Migrations

Version 1 has no migrations. Every later Room version adds a `Migration` and a migration test in `:data` (`CLAUDE.md`), and is a contract change (§14.8). Room 3 migrations operate on an `SQLiteConnection` (the driver API), not on a `SupportSQLiteDatabase` (D-012).

#### 14.2.4 UI contract: types and repository interfaces in `:core:model`

Package `se.hagstedt.kvitt.model`. Features see only these. `:data` implements them; `:core:fakes` fakes them. Flows are cold `kotlinx.coroutines.flow.Flow`; suspend functions are main-safe.

```kotlin
// Ids and enums
@JvmInline value class UserId(val value: String)
@JvmInline value class AccountId(val value: String)
@JvmInline value class CategoryId(val value: String)
@JvmInline value class ExpenseId(val value: String)
@JvmInline value class SettlementId(val value: String)
@JvmInline value class TemplateId(val value: String)
@JvmInline value class DeviceId(val value: String)
@JvmInline value class InviteId(val value: String)

enum class Role { ADMIN, MEMBER }
enum class SplitMode { DEFAULT, RATIO, EXACT, FULL }
enum class InviteKind { ADMIN_SETUP, PARTNER, DEVICE }
enum class EntityType { EXPENSE, SETTLEMENT }
enum class AuditAction { CREATE, UPDATE, DELETE }
enum class AuditSource { APP, RECURRING, IMPORT }
enum class DefaultCategoryKey { GROCERIES, RESTAURANTS, HOUSING, HOME, UTILITIES, INSURANCE, TRANSPORT, TRAVEL, ENTERTAINMENT, HEALTH, CHILDREN, SHOPPING, FEES, OTHER }   // AC-7.2 order (D-054)
enum class ColorToken { GREEN, ORANGE, BROWN, YELLOW, BLUE, TEAL, PURPLE, RED, PINK, GREY, INDIGO, LIME, SLATE, AMBER }
enum class RangePreset { THIS_MONTH, LAST_3_MONTHS, LAST_6_MONTHS, LAST_12_MONTHS, THIS_YEAR, ALL_TIME, CUSTOM }
enum class Granularity { MONTH, WEEK }
enum class Measure { HOUSEHOLD, MY_SHARE }
enum class GroupBy { CATEGORY, ACCOUNT }
enum class SyncRejectionReason { STALE, DELETED, VALIDATION_FAILED, REFERENCE_NOT_FOUND, CLOCK_SKEW }
// Wire value of every enum = lowercase name (SplitMode.DEFAULT <-> "default"). Icon tokens are Strings from CategoryIcons.ALL (§9.7).
object CategoryIcons { val ALL: List<String> /* the 33 tokens of §9.7, in that order */ }

// Plain records
data class User(val id: UserId, val role: Role, val displayName: String, val pictureVersion: Int?)
data class Account(val id: AccountId, val name: String, val defaultShares: Map<UserId, Int>, val createdAt: String, val archived: Boolean)
data class Category(val id: CategoryId, val defaultKey: DefaultCategoryKey?, val customName: String?, val icon: String, val color: ColorToken, val sortOrder: Int, val archived: Boolean)
data class Share(val userId: UserId, val shareOre: Long, val shareBp: Int?)

// Results
sealed interface OnlineResult<out T> {
    data class Ok<T>(val value: T) : OnlineResult<T>
    data object Offline : OnlineResult<Nothing>
    data class Failed(val code: String, val field: String?) : OnlineResult<Nothing>   // code from §14.3.2, or "network" when the server could not be reached (D-029)
}
sealed interface SaveResult<out T> {
    data class Saved<T>(val id: T) : SaveResult<T>
    data class Invalid(val errors: List<FieldError>) : SaveResult<Nothing>
}
data class FieldError(val field: String, val error: String)   // error = a domain error token of §14.5.3, "required", or "validation_failed" for a §9.6 rule without a domain token

// Session and onboarding (S-1, S-2, S-3, S-18)
sealed interface SessionState {
    data object Unpaired : SessionState
    data class Paired(val me: User, val partner: User?, val deviceId: DeviceId) : SessionState
    data object Revoked : SessionState
    data object Unrecognised : SessionState   // 401 unauthorized: pair again, data kept (§14.4.8)
}
interface SessionRepository {
    val session: Flow<SessionState>
    suspend fun pair(serverUrl: String, code: String, displayName: String?, deviceName: String): OnlineResult<User>
    suspend fun acknowledgeRevoked()   // wipes local data (AC-3.3) and moves to Unpaired
}

// Balances shared by several screens. netOre is the viewer's net (§9.3): > 0 partner owes viewer.
data class BalanceView(val netOre: Long, val partner: User)

// Home (S-4)
data class AccountSummary(val account: Account, val netOre: Long, val expensesThisMonth: Int)
data class SyncSummary(val lastSuccessAt: String?, val pendingCount: Int, val rejectedCount: Int, val clockSkew: Boolean, val running: Boolean)
data class HomeState(val me: User, val partner: User?, val global: BalanceView?, val active: List<AccountSummary>, val archived: List<AccountSummary>, val sync: SyncSummary, val update: UpdateInfo?)
interface HomeRepository { fun home(): Flow<HomeState> }

// Ledger rows (S-5, S-12)
sealed interface ExpenseEffect {
    data class Lent(val ore: Long) : ExpenseEffect
    data class Borrowed(val ore: Long) : ExpenseEffect
    data object NotInvolved : ExpenseEffect
    data object PaidForYourself : ExpenseEffect
}
sealed interface LedgerRow {
    data class ExpenseRow(val id: ExpenseId, val date: String, val description: String, val category: Category, val amountOre: Long, val effect: ExpenseEffect, val pending: Boolean) : LedgerRow
    data class SettlementRow(val id: SettlementId, val date: String, val from: User, val to: User, val amountOre: Long, val accountCount: Int, val pending: Boolean) : LedgerRow   // amountOre: in an account's list (S-5) the allocation to that account, elsewhere the total (AC-11.7); accountCount: allocations of the whole settlement
}
data class LedgerMonth(val period: String, val householdSpendOre: Long, val rows: List<LedgerRow>)

// Accounts (S-5, S-6)
data class AccountDetailState(val account: Account, val balance: BalanceView, val months: List<LedgerMonth>, val deletable: Boolean, val users: List<User>)
interface AccountRepository {
    fun detail(id: AccountId): Flow<AccountDetailState?>
    fun all(): Flow<List<Account>>
    suspend fun create(name: String, defaultShares: Map<UserId, Int>): OnlineResult<AccountId>
    suspend fun update(id: AccountId, name: String, defaultShares: Map<UserId, Int>): OnlineResult<Unit>
    suspend fun setArchived(id: AccountId, archived: Boolean): OnlineResult<Unit>
    suspend fun delete(id: AccountId): OnlineResult<Unit>
}

// Expenses (S-7, S-8)
data class ExpenseDraft(val id: ExpenseId?, val accountId: AccountId?, val categoryId: CategoryId?, val amountOre: Long?, val description: String, val notes: String, val date: String, val payer: UserId, val mode: SplitMode, val ratioBp: Map<UserId, Int>?, val exactOre: Map<UserId, Long>?, val fullOn: UserId?)
data class ExpenseEditorOptions(val me: User, val partner: User, val accounts: List<Account>, val categories: List<Category>, val defaultAccountId: AccountId?, val defaultCategoryFor: Map<AccountId, CategoryId>, val today: String, val frequentCategoryIds: Map<AccountId, List<CategoryId>>)   // frequentCategoryIds: v0.9, D-059
data class TimelineLine(val actor: User?, val action: AuditAction, val source: AuditSource, val clientAt: String, val changes: List<FieldChange>, val pendingLocal: Boolean)
data class FieldChange(val field: String, val oldDisplay: String?, val newDisplay: String?)   // ids already resolved to names; amounts and dates raw (öre as String, ISO date), formatted by the UI
data class ExpenseDetailState(val id: ExpenseId, val account: Account, val category: Category, val amountOre: Long, val description: String, val notes: String, val date: String, val payer: User, val mode: SplitMode, val shares: List<Share>, val recurringTemplateName: String?, val deleted: Boolean, val pending: Boolean, val timeline: List<TimelineLine>)
interface ExpenseRepository {
    fun editorOptions(): Flow<ExpenseEditorOptions>
    suspend fun load(id: ExpenseId): ExpenseDraft?
    fun preview(draft: ExpenseDraft): List<Share>?     // null while the draft cannot be computed
    suspend fun save(draft: ExpenseDraft): SaveResult<ExpenseId>
    suspend fun delete(id: ExpenseId)
    fun detail(id: ExpenseId): Flow<ExpenseDetailState?>
    suspend fun suggestCategory(accountId: AccountId?, description: String): CategoryId?   // §9.11, D-049; null only while the phone holds no categories
}

// Settlements (S-9, S-10)
data class AllocationLine(val account: Account, val payerNetOre: Long, val amountOre: Long, val overSettles: Boolean)
data class SettleState(val payer: User, val recipient: User, val amountOre: Long?, val lines: List<AllocationLine>, val remainingOre: Long, val canConfirm: Boolean, val date: String, val note: String)
data class SettleRequest(val editing: SettlementId?, val payer: UserId, val amountOre: Long?, val fixedAccount: AccountId?, val allocations: Map<AccountId, Long>?, val date: String, val note: String)
data class SettlementDetailState(val id: SettlementId, val from: User, val to: User, val amountOre: Long, val date: String, val note: String, val allocations: List<Pair<Account, Long>>, val deleted: Boolean, val pending: Boolean, val timeline: List<TimelineLine>)
interface SettlementRepository {
    suspend fun start(editing: SettlementId?, fixedAccount: AccountId?): SettleState   // defaults per AC-11.3 / AC-11.4
    suspend fun recompute(request: SettleRequest): SettleState  // allocations == null: propose (§9.4); else validate and warn
    suspend fun save(request: SettleRequest): SaveResult<SettlementId>
    suspend fun delete(id: SettlementId)
    fun detail(id: SettlementId): Flow<SettlementDetailState?>
}

// Analytics (S-11, S-12)
data class AnalyticsFilter(val preset: RangePreset, val customStart: String?, val customEnd: String?, val granularity: Granularity, val measure: Measure, val groupBy: GroupBy)
data class GroupKey(val id: String, val label: String?, val color: ColorToken?)   // label null: UI uses the default category name
data class SpendBucket(val key: String, val start: String, val end: String, val totals: Map<String, Long>, val totalOre: Long)
data class AnalyticsState(val filter: AnalyticsFilter, val start: String, val end: String, val groups: List<GroupKey>, val buckets: List<SpendBucket>, val byCategory: List<Pair<GroupKey, Long>>, val byAccount: List<Pair<GroupKey, Long>>, val totalOre: Long)   // no error field: a CUSTOM filter with a missing date is resolved with today for that date; the S-11 range editor never sends one
data class DrillDownState(val title: String, val totalOre: Long, val rows: List<LedgerRow.ExpenseRow>)   // title: unlocalised parts joined by ", " (category custom name or default key, account name, bucket key); S-12 formats its visible title itself from the drillDown arguments
interface AnalyticsRepository {
    fun analytics(filter: AnalyticsFilter): Flow<AnalyticsState>
    fun drillDown(filter: AnalyticsFilter, bucketKey: String?, categoryId: CategoryId?, accountId: AccountId?): Flow<DrillDownState>
}

// Settings (S-13 to S-15, S-19 to S-22)
interface ProfileRepository {
    fun household(): Flow<List<User>>
    suspend fun setDisplayName(name: String): OnlineResult<Unit>
    suspend fun setPicture(bytes: ByteArray, mimeType: String): OnlineResult<Unit>
    suspend fun removePicture(): OnlineResult<Unit>
}
interface CategoryRepository {
    fun all(): Flow<List<Category>>
    suspend fun create(name: String, icon: String, color: ColorToken): OnlineResult<CategoryId>
    suspend fun update(id: CategoryId, name: String?, icon: String, color: ColorToken): OnlineResult<Unit>   // name null = reset default name
    suspend fun reorder(idsInOrder: List<CategoryId>): OnlineResult<Unit>
    suspend fun setArchived(id: CategoryId, archived: Boolean): OnlineResult<Unit>
    suspend fun delete(id: CategoryId): OnlineResult<Unit>
    fun deletable(id: CategoryId): Flow<Boolean>   // v0.9, D-059: false for a default category or one used by a non-deleted expense or non-deleted recurring template (AC-7.6)
}
data class RecurringTemplate(val id: TemplateId, val draft: ExpenseDraft, val dayOfMonth: Int, val startPeriod: String, val endPeriod: String?, val paused: Boolean, val nextOccurrence: String?)
interface RecurringRepository {
    fun all(): Flow<List<RecurringTemplate>>
    suspend fun create(t: RecurringTemplate): OnlineResult<TemplateId>
    suspend fun update(t: RecurringTemplate): OnlineResult<Unit>
    suspend fun delete(id: TemplateId): OnlineResult<Unit>
}
data class Device(val id: DeviceId, val user: User, val name: String, val pairedAt: String, val lastSeenAt: String, val appVersionCode: Int?, val current: Boolean, val revoked: Boolean)
interface DeviceRepository {
    suspend fun list(): OnlineResult<List<Device>>
    suspend fun revoke(id: DeviceId): OnlineResult<Unit>
}
data class Invite(val id: InviteId, val kind: InviteKind, val targetUser: UserId?, val code: String?, val link: String?, val createdAt: String, val expiresAt: String)   // code and link only right after creation
interface InviteRepository {
    suspend fun list(): OnlineResult<List<Invite>>
    suspend fun create(kind: InviteKind, targetUser: UserId?): OnlineResult<Invite>
    suspend fun cancel(id: InviteId): OnlineResult<Unit>
}
data class Rejection(val mutationId: String, val entityType: EntityType, val entityId: String, val reason: SyncRejectionReason, val summary: String, val rejectedAt: String)
data class SyncStatusState(val summary: SyncSummary, val pending: List<LedgerRow>, val rejections: List<Rejection>)
interface SyncRepository {
    fun status(): Flow<SyncStatusState>
    suspend fun syncNow()
    suspend fun dismiss(mutationId: String)
}
data class UpdateInfo(val versionCode: Int, val versionName: String, val sizeBytes: Long)
sealed interface UpdateState {
    data object None : UpdateState
    data class Available(val info: UpdateInfo) : UpdateState
    data class Downloading(val info: UpdateInfo, val progress: Float) : UpdateState
    data class Failed(val info: UpdateInfo) : UpdateState
    data class NeedsInstallPermission(val info: UpdateInfo) : UpdateState
}
interface UpdateRepository {
    val state: Flow<UpdateState>
    suspend fun check()
    suspend fun install()
}
data class AboutState(val versionName: String, val versionCode: Int, val serverUrl: String, val serverVersion: String?)
interface AboutRepository { fun about(): Flow<AboutState> }
interface ConnectivityRepository { val online: Flow<Boolean> }   // §9.9
```

Agents may add fields to these types only through a contract change (§14.8). A feature that needs a value not listed asks the orchestrator.

Readings fixed in v0.4 (no type changes):

* **`FieldError.error`.** Allowed values: a domain token of §14.5.3, `required` (a required value is missing or blank), or `validation_failed` (a §9.6 rule with no domain token: lengths, dates, `day_of_month`, periods).
* **Analytics range errors.** `AnalyticsState` has no error field. `AnalyticsRepository.analytics` never fails for a `CUSTOM` filter with `customStart` or `customEnd` null: it resolves the missing date as today. The S-11 custom-range editor does not let the user apply a range with a missing date, so this path is defensive only. `resolveRange` still throws `IncompleteCustomRangeException` (§14.5.4); the repository supplies today before calling it.
* **`DrillDownState.title`.** Stays a `String`. The repository fills it with the unlocalised parts as above, as the fakes do. S-12 does not display it as is: the feature formats the visible title ("Mat & hushåll, oktober 2026") from the arguments it passed to `drillDown` (the category or account, resolved through `GroupKey` with the default category name from resources, and the bucket key formatted with `DateFormatter`).
* **Settlement rows in an account's list** carry the allocation to that account (AC-11.7).
* **`Share` names.** `se.hagstedt.kvitt.model.Share` (a split share) and `se.hagstedt.kvitt.model.analytics.AnalyticsMeasure.Share` (the measure) share a simple name in different packages. Accepted; code that needs both imports one with an alias or qualifies it.

Changes in v0.8 (D-049, D-054):

* **Category suggestion types** live in `:domain`, not here (§14.5.6); `:core:model` gains only `ExpenseRepository.suggestCategory`.
* **Fourteen defaults.** `DefaultCategoryKey` gains `HOUSING`, `INSURANCE`, `CHILDREN`, `FEES` (wire values `housing`, `insurance`, `children`, `fees`), `ColorToken` gains `SLATE` and `AMBER`, `CategoryIcons.ALL` gains `key`, `shield`, `account_balance` at the end. The localised default names are those of AC-7.2.
* **`ExpenseRepository.suggestCategory`.** Computed in `:data` from Room (every non-deleted expense on the phone, pending ones included, across all accounts and both users; and the active categories, neither archived nor deleted), the per-phone last-used category of the account (DataStore, §14.2.2) and the keyword table copied from `contracts/category-keywords.csv` at build time (D-055) and parsed with `parseCategoryKeywords` (D-056), by calling `:domain`'s `suggestCategory` (§14.5.6). `:data` binds `:domain`'s `UnicodeText` with `java.text.Normalizer` and `Character`, since `:domain` may not use `java.*` (§14.5.6). `accountId` null (no active account) gives the fallback `other`. The result is null while the phone holds no categories (before the first sync), and when `other` is archived and no active last-used category exists; the editor then shows no category until the user picks one (AC-8.6, v0.9). Stored `expense_date` values are valid ISO dates (§9.6), so parsing them for the history cannot fail. The editor (S-7) calls it on every change of the description and of the account while the category was not picked by hand (§9.11 CS-2, CS-3) and never when editing an existing expense (CS-1). `ExpenseEditorOptions.defaultCategoryFor` stays: it is the step-4 default before any description is typed.

Changes in v0.9 (D-055 to D-057, D-059):

* **Keyword table on the phone (D-055).** `:data` and `:core:fakes` each copy `contracts/category-keywords.csv` at build time (tasks `:data:copyCategoryKeywords` and `:core:fakes:copyCategoryKeywords`, registered as an AGP generated resource directory); a missing file fails the build. It is packaged as the Java resource `se/hagstedt/kvitt/data/category-keywords.csv` (and `se/hagstedt/kvitt/fakes/category-keywords.csv` for the fakes, debug only). There is no committed copy. A `:data` test asserts byte identity with the contract file and the §14.8 rules.
* **Enum declaration order (D-057).** `DefaultCategoryKey` is declared in AC-7.2 sort order. The Rust wire enum, the OpenAPI `DefaultCategoryKey` enum and the 0002 `CHECK` list the ten v1 keys, then `housing`, `insurance`, `children`, `fees`. Wire values are unaffected (lowercase names; the OpenAPI equality test compares enums as sets).
* **`ExpenseEditorOptions.frequentCategoryIds` (D-059).** Per active account: the active (non-archived, non-deleted) categories ordered by the number of non-deleted expenses in that account that use them, descending; ties by `sort_order` ascending; at most 5 entries; categories with no use in the account are left out (the list may be shorter or empty). Counted over every expense in the phone's Room copy (both users, imported and recurring included), so both phones show the same order after sync; it is not a per-phone history like AC-8.6's "last used on this phone". The flow re-emits when expenses or categories change; the editor reads it once when it opens and on an account change, so tiles do not move while the user looks at them. UI rule (design, not contract): the row shows the account's list, filled up to five from the remaining active categories in `sort_order`; the selected category takes the fifth place when it is not among them. Fallback until M12d lands: the selected category first, then the first active categories in `sort_order` up to five.
* **`CategoryRepository.deletable(id)` (D-059).** Computed from Room: false for a default category (`defaultKey != null`) or one used by a non-deleted expense or non-deleted recurring template (AC-7.6). The server stays the authority: `delete` can still return `Failed("category_is_default")` or `Failed("category_in_use")` (for example when the partner's new expense has not synced yet), and the UI shows the same reason inline. The editor picks the text from `deletable` and `defaultKey`: default → `settings_category_delete_blocked_default_short`; in use and archived → `settings_category_delete_blocked_in_use_archived`; in use and active → `settings_category_delete_blocked_in_use`. Fallback until M12d lands: for a custom category "Ta bort kategori" is enabled and `Failed("category_in_use")` shows the in-use reason inline after the tap. Both members are implemented in `:data` and `:core:fakes` (every fake scenario computes them from its own data) by M12d.

Readings fixed in v0.10 (D-060 to D-062, as landed by M12d `bdba9d3`; no type changes):

* **`frequentCategoryIds` holds only used categories (D-060).** Each list holds only categories actually used in that account, so it may have fewer than five entries or be empty. Filling up to five from `sort_order` and placing the selected category fifth is the editor's job (UX-9, `docs/ux/design-spec.md` §3.7), not the repository's.
* **`frequentCategoryIds` keys and ties (D-061).** The map has a key for every active account (an empty list when nothing was used there) and no key for an archived account. Ties: use count descending, then `sort_order` ascending, then category id ascending, so Room and the fakes give the identical order.
* **`deletable` edge cases (D-062).** `CategoryRepository.deletable(id)` emits false for an unknown or already deleted id. Archived categories follow the same AC-7.6 rule as active ones. In `:core:fakes`, `delete` and `deletable` share one rule function, so a fake never offers a delete it then refuses.

Readings fixed in v0.11 (D-069, D-073 to D-075, as landed by M7a to M7f and M6b; no type changes):

* **`AnalyticsState.groups` order (D-069).** Unspecified; the UI does not rely on it. S-11 sorts legends and stacks itself: categories by `sortOrder`, accounts in `AccountRepository.all()` order.
* **`FieldError.field` values (D-074).** The model property names: `amountOre`, `description`, `notes`, `date`, `split`, `accountId`, `categoryId`, `allocations`, as `:core:fakes` and `:data` emit them.
* **`UpdateRepository.check()` (D-073).** Returns nothing; S-22 reads `UpdateState` afterwards and treats a still-`None` state as "up to date". A result type is a contract request (§11.3).
* **Quick row fill (D-075).** The D-060 fill lives in `:core:design`'s `quickRowCategories(categories, frequent, selected)`; editors pass the raw `frequentCategoryIds[accountId]`. An empty or short list is filled from `sort_order`; the selected category takes the fifth place when absent. This replaces `docs/ux/design-spec.md` §3.7's interim "selected first, then `sort_order`" and the v0.9 fallback above.

Readings fixed in v0.5 (no type changes):

* **`OnlineResult.Failed("network", null)`.** A REST call that fails on the network (no answer from the server) returns code `network`, the one token outside §14.3.2, so the UI can show "Could not reach the server" (§9.9) rather than the `Offline` state, which means the call was not attempted (D-029).
* **No "update required" state.** `HomeState` has no field for a 426. After a 426 `protocol_unsupported` the phone stops syncing until the installed version code changes (§14.3.1, D-043); the update banner shows only when `UpdateState.Available` reports a newer published APK. Accepted.
* **Pictures.** `:data` always requests E-11 with size 512; the 128 variant is unused by `:data` so far (M6 may ask for a size parameter).
* **Choices documented in `:data` and accepted:** `Rejection.summary` (the rejected entity's own text) in `android/data/src/main/kotlin/se/hagstedt/kvitt/data/repo/SettingsRepositories.kt`; `FieldChange` display of `splits`, `allocations` and default category names in `.../data/repo/Timeline.kt`; `RecurringTemplate.draft.date` in `.../data/repo/SettingsRepositories.kt` (template mapping).

### 14.3 OpenAPI 3.1 outline

Milestone M1 writes `contracts/openapi.yaml` (OpenAPI 3.1.0, `info.title` `Kvitt`, `info.version` `1`, one server `https://icehack.asuscomm.com:8443`, security scheme `device` = HTTP bearer) from this outline. This outline is binding; the YAML file must not add or drop anything.

#### 14.3.1 Common rules

* Content type `application/json; charset=utf-8` for every request and response body, except: `PUT /me/picture` (request `image/jpeg`, `image/png` or `image/webp`, raw bytes), `GET /users/{user_id}/picture` (response `image/jpeg`), `GET /i/{code}` (response `text/html; charset=utf-8`), `GET /apk/files/{file_name}` (response `application/vnd.android.package-archive`).
* Request headers the app sends on every call: `X-Kvitt-Protocol: 1`, `X-Kvitt-App-Version: <versionCode>`, `Accept-Language: <device locale>`, and `Authorization: Bearer <token>` on authenticated endpoints. A request to an authenticated endpoint without `X-Kvitt-Protocol` or with a value other than `1` gets 426 `protocol_unsupported` (the app then stops syncing until its installed version code changes, and shows the update banner when a newer APK is published, §14.2.4). The protocol check comes before the token check.
* Every response carries `X-Kvitt-Server-Version: <crate version>`.
* A known path with a method it does not support gets 405 with an empty body (no error code; the only error response without the JSON error shape), the `X-Kvitt-Server-Version` header included. An unknown path gets 404 `not_found` with the JSON error shape.
* Unknown JSON fields in requests are ignored. Missing required fields or wrong types: 400 `invalid_request`. Values outside §9.6: 422 `validation_failed` with `field`. The §9.6 value limits are not expressed as JSON Schema constraints in `contracts/openapi.yaml`; the schema fixes types only, and breaking a limit gives 422 `validation_failed`.
* Optional fields in responses are present with `null`, never omitted. (One exception: accepted and rejected results in the `POST /sync` response have different key sets, as the §14.4.3 example shows.)
* `PATCH` bodies: every field optional; absent = unchanged; at least one field required (`invalid_request`).
* Path ids that are not a UUID: 404 `not_found`.

#### 14.3.2 Error shape and error codes

```json
{ "code": "validation_failed", "message": "amount_ore must be between 1 and 1000000000", "field": "amount_ore" }
```

`message` is English developer text and is never shown to users; the app maps `code` (and `field`) to localised strings. `field` is the JSON key concerned or `null`.

Exhaustive list:

| `code` | HTTP | Meaning |
|---|---|---|
| `invalid_request` | 400 | Malformed JSON, missing required field, wrong type, bad query parameter, empty PATCH |
| `invite_invalid` | 400 | Invite code unknown, expired, used, cancelled or malformed |
| `unauthorized` | 401 | Missing, malformed or unknown bearer token |
| `device_revoked` | 401 | The token's device is revoked |
| `forbidden` | 403 | Role does not allow the action (§8.4), or editing another user's profile |
| `not_found` | 404 | Unknown or deleted id in the path; unknown APK file; no APK published; no picture |
| `household_full` | 409 | Partner invite or accept when two users exist |
| `household_incomplete` | 409 | Account, template, expense or settlement write before the partner joined |
| `name_taken` | 409 | Account name already used by a non-deleted account |
| `account_not_empty` | 409 | Account delete while referenced (AC-6.5) |
| `category_in_use` | 409 | Category delete while referenced (AC-7.6) |
| `category_is_default` | 409 | Delete of a default category, or `name: null` on a non-default category |
| `cannot_revoke_current_device` | 409 | Revoke of the calling device |
| `no_accounts` | 409 | Settlement proposal with no non-deleted accounts |
| `cursor_ahead` | 409 | `GET /sync` with `since` greater than the server's current sequence value |
| `payload_too_large` | 413 | Body over the limit of §8.6 |
| `unsupported_media_type` | 415 | Picture with another content type |
| `validation_failed` | 422 | A value breaks §9.6 or a split/settlement rule |
| `image_invalid` | 422 | Picture cannot be decoded or exceeds 8000 × 8000 |
| `batch_too_large` | 422 | Number of mutations in `POST /sync` outside 1 to 100 (D-036) |
| `protocol_unsupported` | 426 | Missing or unsupported `X-Kvitt-Protocol` |
| `rate_limited` | 429 | §8.6, with `Retry-After` |
| `internal` | 500 | Unexpected server error (logged with a request id, returned in `message`) |
| `not_implemented` | 501 | Route registered but not yet implemented (only during milestones M2a to M4); attached to no operation in `contracts/openapi.yaml` |
| `unavailable` | 503 | Database busy beyond `busy_timeout`, or server shutting down |

Each endpoint below lists the codes it can return besides the always-possible `unauthorized`, `device_revoked`, `protocol_unsupported`, `rate_limited`, `internal`, `unavailable` (authenticated) or `rate_limited`, `internal`, `unavailable` (unauthenticated).

#### 14.3.3 Wire objects

All server-produced objects. `?` marks nullable (always present). Types: `string`, `int` (64-bit), `bool`, `ts` (fixed RFC 3339), `date` (`YYYY-MM-DD`), `period` (`YYYY-MM`), `uuid`.

```jsonc
// User
{ "id": uuid, "role": "admin" | "member", "display_name": string, "picture_version": int?,
  "created_at": ts, "updated_at": ts, "server_version": int }

// Device (only in /me, /devices, /invites/accept)
{ "id": uuid, "user_id": uuid, "name": string, "app_version_code": int?, "created_at": ts,
  "last_seen_at": ts, "revoked_at": ts?, "is_current": bool }

// Invite (code and link only in the POST /invites response; null in GET /invites)
{ "id": uuid, "kind": "admin_setup" | "partner" | "device", "target_user_id": uuid?,
  "code": string?, "link": string?, "created_at": ts, "expires_at": ts }

// Share (of an account default)
{ "user_id": uuid, "share_bp": int }

// Account
{ "id": uuid, "name": string, "default_shares": [Share, Share], "created_by_user_id": uuid,
  "created_at": ts, "updated_at": ts, "archived_at": ts?, "deleted_at": ts?, "server_version": int }

// Category
{ "id": uuid, "default_key": "groceries" | "restaurants" | "housing" | "home" | "utilities" | "insurance" | "transport" |
  "travel" | "entertainment" | "health" | "children" | "shopping" | "fees" | "other" | null, "name": string?, "icon": string, "color": string,
  "sort_order": int, "created_at": ts, "updated_at": ts, "archived_at": ts?, "deleted_at": ts?, "server_version": int }

// Split (of an expense): share_bp null for mode exact
{ "user_id": uuid, "share_ore": int, "share_bp": int? }

// TemplateSplit: exactly one of share_bp / share_ore non-null; empty array for mode default
{ "user_id": uuid, "share_bp": int?, "share_ore": int? }

// Expense
{ "id": uuid, "account_id": uuid, "category_id": uuid, "amount_ore": int, "description": string, "notes": string,
  "expense_date": date, "payer_user_id": uuid, "split_mode": "default" | "ratio" | "exact" | "full",
  "splits": [Split, Split], "recurring_template_id": uuid?, "recurring_period": period?,
  "created_by_user_id": uuid, "updated_by_user_id": uuid, "created_at": ts, "updated_at": ts,
  "deleted_at": ts?, "server_version": int }

// Allocation
{ "account_id": uuid, "amount_ore": int }

// Settlement
{ "id": uuid, "from_user_id": uuid, "to_user_id": uuid, "amount_ore": int, "settlement_date": date, "note": string,
  "allocations": [Allocation, ...], "created_by_user_id": uuid, "updated_by_user_id": uuid,
  "created_at": ts, "updated_at": ts, "deleted_at": ts?, "server_version": int }

// RecurringTemplate
{ "id": uuid, "account_id": uuid, "category_id": uuid, "amount_ore": int, "description": string, "notes": string,
  "payer_user_id": uuid, "split_mode": "default" | "ratio" | "exact" | "full", "splits": [TemplateSplit, ...],
  "day_of_month": int, "start_period": period, "end_period": period?, "paused": bool,
  "last_generated_period": period?, "next_occurrence_date": date?, "created_by_user_id": uuid,
  "updated_by_user_id": uuid, "created_at": ts, "updated_at": ts, "deleted_at": ts?, "server_version": int }

// AuditEntry
{ "id": uuid, "entity_type": "expense" | "settlement", "entity_id": uuid, "action": "create" | "update" | "delete",
  "source": "app" | "recurring" | "import", "actor_user_id": uuid, "client_at": ts, "server_at": ts,
  "changes": [ { "field": string, "old": any?, "new": any? }, ... ], "server_version": int }

// Error
{ "code": string, "message": string, "field": string? }
```

Arrays `splits` are sorted by `user_id`, `allocations` by `account_id`, `default_shares` by `user_id`.

#### 14.3.4 Endpoints

**E-1 `GET /health`** (none). 200:
```json
{ "status": "ok", "server_version": "0.1.0", "schema_version": 2, "db_ok": true }
```
`schema_version` comes from a constant in the server code (the version its embedded migrations produce), not from the database, so `/health` answers with the database down. When the database check (`SELECT 1`) fails: 503 with the same shape, `status` `"degraded"`, `db_ok` false. The OpenAPI document declares the 503 body as `oneOf` the health object or Error (an `unavailable` error from a shutting-down server is also possible).

**E-2 `GET /setup/status`** (none). 200 `{ "initialized": bool }`. `initialized` is true when a user with role `admin` exists (AC-1.5).

**E-3 `POST /invites/accept`** (none). Request:
```json
{ "code": "7K3MQX9D2HPA", "device_name": "Galaxy S26", "display_name": "Jacob" }
```
`display_name` is optional in the schema; it is required for `admin_setup` and `partner` (`invalid_request` if missing), ignored for `device`. 200:
```json
{ "token": "kvt_…", "user": User, "device": Device, "household": [User, ...] }
```
Errors: `invalid_request`, `invite_invalid`, `household_full`, `validation_failed`.

**E-4 `GET /i/{code}`** (none). 200 HTML per AC-2.5, for any `code` string of 1 to 32 characters (validity is not checked). Otherwise 404 HTML, `GET /i/` with an empty code included.

**E-5 `GET /apk/latest`** (none). 200 `latest.json` content (§10.6). Errors: `not_found` (nothing published).

**E-6 `GET /apk/files/{file_name}`** (none). 200 binary with `Content-Length`. Errors: `not_found`.

**E-7 `GET /me`** (device). 200:
```json
{ "user": User, "device": Device, "household": [User, ...], "public_url": "https://icehack.asuscomm.com:8443" }
```

**E-8 `PATCH /me`** (device). Request `{ "display_name": string }`. 200 `User`. Errors: `invalid_request`, `validation_failed`.

**E-9 `PUT /me/picture`** (device). Raw image body. 200 `User` (new `picture_version`). Errors: `payload_too_large`, `unsupported_media_type`, `image_invalid`.

**E-10 `DELETE /me/picture`** (device). 200 `User` (`picture_version` null). Idempotent. Leaves the `-removed` marker of §10.4 so the next upload gets a new version (D-030).

**E-11 `GET /users/{user_id}/picture?size=128|512&v=<picture_version>`** (device). 200 `image/jpeg`, `ETag: "<picture_version>"`, `Cache-Control: private, max-age=31536000, immutable`. `size` defaults to 512; other values `invalid_request`. `v` is a cache key only and is ignored. Errors: `not_found` (unknown user or no picture), `invalid_request`.

**E-12 `POST /invites`** (admin). Request `{ "kind": "partner" | "device", "target_user_id": uuid? }` (`target_user_id` is optional and nullable in the schema, absent meaning null; it is required for `device` and must be null for `partner`). 201 `Invite` with `code` (12 characters, no hyphens) and `link` (`<public_url>/i/<code>`). Errors: `forbidden`, `invalid_request`, `household_full`, `not_found` (target user).

**E-13 `GET /invites`** (admin). 200 `{ "invites": [Invite, ...] }` (pending only: not accepted, not cancelled, not expired; `code` and `link` null). Errors: `forbidden`.

**E-14 `DELETE /invites/{invite_id}`** (admin). 204. Idempotent for already cancelled. An already accepted invite also answers 204 and nothing changes. Errors: `forbidden`, `not_found`.

**E-15 `GET /devices`** (device). 200 `{ "devices": [Device, ...] }` ordered by `created_at`, revoked included (with `revoked_at`).

**E-16 `DELETE /devices/{device_id}`** (device). 204. Revoking an already revoked device is 204. Errors: `forbidden`, `not_found`, `cannot_revoke_current_device`.

**E-17 `PUT /devices/current/push-token`** (device). Request `{ "fcm_token": string? }` (the key is required, its value nullable; null clears). A string must be non-empty: `""` is `invalid_request` (D-034). 204. Errors: `invalid_request`.

**E-18 `POST /accounts`** (device). Request:
```json
{ "name": "Vardag", "default_shares": [ { "user_id": "…", "share_bp": 5000 }, { "user_id": "…", "share_bp": 5000 } ] }
```
201 `Account`. Errors: `invalid_request`, `validation_failed`, `name_taken`, `household_incomplete`.

**E-19 `PATCH /accounts/{account_id}`** (device). Request `{ "name"?: string, "default_shares"?: [Share, Share] }`. 200 `Account`. Errors: `invalid_request`, `validation_failed`, `name_taken`, `not_found`.

**E-20 `POST /accounts/{account_id}/archive`**, **E-21 `POST /accounts/{account_id}/unarchive`** (device). No body. 200 `Account`. Idempotent: in the state already held the row is returned unchanged with no new `server_version` (D-034). Errors: `not_found`.

**E-22 `DELETE /accounts/{account_id}`** (device). 200 `Account` (tombstone). Errors: `not_found`, `account_not_empty`.

**E-23 `POST /categories`** (device). Request `{ "name": string, "icon": string, "color": string }`. 201 `Category`. Errors: `invalid_request`, `validation_failed`.

**E-24 `PATCH /categories/{category_id}`** (device). Request `{ "name"?: string | null, "icon"?: string, "color"?: string, "sort_order"?: int }` (`name: null` resets a default category's name). 200 `Category`. Reordering several categories is one PATCH per category whose `sort_order` changes. Errors: `invalid_request`, `validation_failed`, `not_found`, `category_is_default`.

**E-25 `POST /categories/{category_id}/archive`**, **E-26 `POST /categories/{category_id}/unarchive`** (device). 200 `Category`. Idempotent as E-20 and E-21 (D-034). Errors: `not_found`.

**E-27 `DELETE /categories/{category_id}`** (device). 200 `Category` (tombstone). Errors: `not_found`, `category_in_use`, `category_is_default`.

**E-28 `POST /recurring-templates`** (device). Request: the `RecurringTemplate` fields `account_id`, `category_id`, `amount_ore`, `description`, `notes`, `payer_user_id`, `split_mode`, `splits` (TemplateSplit, rules of §9.1: none for `default`; two bp entries for `ratio` and `full`; two öre entries summing to the amount for `exact`), `day_of_month`, `start_period`, `end_period`, `paused`. 201 `RecurringTemplate`. If a period is already due (§9.5), the server generates it before responding. Archived accounts and categories are accepted (AC-6.4). Errors: `invalid_request`, `validation_failed` (also for an unknown or deleted `account_id` or `category_id`, with `field`), `household_incomplete`.

**E-29 `PATCH /recurring-templates/{template_id}`** (device). Any subset of the E-28 fields; `split_mode` and `splits` must be sent together. 200 `RecurringTemplate`. Errors: `invalid_request`, `validation_failed`, `not_found`.

**E-30 `DELETE /recurring-templates/{template_id}`** (device). 200 `RecurringTemplate` (tombstone). Errors: `not_found`.

**E-31 `GET /sync?since=<int>&limit=<int>`** (device). See §14.4.2. `since` is required (missing or negative: `invalid_request`); `limit` is optional. Errors: `invalid_request`, `cursor_ahead`.

**E-32 `POST /sync`** (device). See §14.4.3. Errors (whole request): `invalid_request`, `batch_too_large`, `payload_too_large`, `household_incomplete`.

**E-33 `POST /settlements/proposal`** (device). Request `{ "payer_user_id": uuid, "amount_ore": int, "exclude_settlement_id": uuid? }` (`exclude_settlement_id` optional and nullable, absent meaning null). 200:
```json
{ "allocations": [ { "account_id": "…", "amount_ore": 30000 } ], "excess_ore": 0, "over_settled_account_ids": [] }
```
Computed with `kvitt-domain::propose_allocation` over the server's non-deleted rows. Errors: `invalid_request`, `validation_failed`, `no_accounts`.

#### 14.3.5 Examples as contract

M1 writes one JSON example per request and response body above, plus one per error code, in `contracts/examples/<E-id>-<name>/{request,response}.json` and `contracts/examples/errors/<code>.json`, and the sync examples of §14.4. Directory names are `E-<n>-<kebab-name>` (for example `E-1-health`, `E-32-sync-push`). The server's tests serialise its responses for the same fixtures and compare; the app's `:data` tests decode every example into its DTOs and re-encode it, comparing JSON values. The server's test harnesses seed the two users after the fourteen category seeds, so the users have `server_version` 15 and 16; `E-7-me/response.json` shows those values and its test compares them (D-058).

### 14.4 Sync protocol v1

#### 14.4.1 Principles

* The server is the authority. The phone keeps a full copy and a cursor.
* Every synced row carries `server_version` from one global sequence (§14.1). The cursor is the highest `server_version` the phone has applied.
* Phones push only expenses and settlements. Everything else changes through REST and comes back through pull (the REST response is also written locally at once).
* Conflict rule: per row, last write wins on the client `updated_at`; ties go to the server's copy; **deletes are final and always win**.
* Pushes are idempotent per `mutation_id`.
* Tombstones are kept forever on both sides and are synced like any other row.
* A sync cycle is: push all pending rows (in batches), then pull until `has_more` is false. One cycle at a time per process (a `Mutex` in the sync engine; WorkManager unique work names `kvitt-sync` for one-off work, policy `APPEND_OR_REPLACE`, and `kvitt-sync-periodic` for the periodic work, policy `KEEP`; WorkManager cannot share one unique name between periodic and one-off work, D-028). Triggers in AC-15.3; pushes go in batches of 100, pulls in pages of 500.

#### 14.4.2 Pull: `GET /sync?since=N&limit=L`

Server, in one read transaction per page (so the cursor check and the page see one snapshot):

0. `N` missing or negative, or `L` outside 1 to 1000: 400 `invalid_request`.
1. If `N` > current `sync_sequence.value`: 409 `cursor_ahead`.
2. Select the `L` (default 500, max 1000) rows with the lowest `server_version > N` across `users`, `categories`, `accounts`, `recurring_templates`, `expenses`, `settlements`, `audit_log` (a `UNION ALL` of `(server_version, table, id)` ordered by `server_version`), including tombstones. An expense with its splits, a settlement with its allocations, an account with its default shares and a template with its splits each count as one row.
3. Respond 200:

```json
{
  "epoch": "30b85fb529aac0016dc91650841005b9",
  "since": 0,
  "next_since": 512,
  "has_more": true,
  "server_time": "2026-10-17T12:00:00.000Z",
  "users": [User],
  "categories": [Category],
  "accounts": [Account],
  "recurring_templates": [RecurringTemplate],
  "expenses": [Expense],
  "settlements": [Settlement],
  "audit_entries": [AuditEntry]
}
```

`next_since` is the highest `server_version` in the page, or `N` when the page is empty. `has_more` is true when rows with `server_version > next_since` exist. Every array is present (possibly empty) and sorted by `server_version`.

Phone, per page, in one Room transaction:

1. If `sync_state.epoch` is non-null and differs from `epoch`: discard the page and run epoch recovery (§14.4.8).
2. Apply arrays in this order: `users`, `categories`, `accounts`, `recurring_templates`, `expenses`, `settlements`, `audit_entries`.
3. For each row: if the local row exists and has `server_version` ≥ the incoming one, skip. For `expenses` and `settlements`: if the local row is `pending`, skip (the push will resolve it). Otherwise upsert the row, replace its child rows, set `local_updated_at`. Audit entries are insert-or-ignore.
4. Set `sync_state.cursor = next_since`, `sync_state.epoch = epoch`.

Repeat while `has_more`. Then set `last_success_at`.

A 409 `cursor_ahead` answer to a pull is treated as epoch recovery (§14.4.8): cursor 0, epoch cleared, every local expense and settlement marked pending with a new `pending_mutation_id`, and the cycle restarted (D-026).

#### 14.4.3 Push: `POST /sync`

Request (1 to 100 mutations, body ≤ 1 MiB):

```json
{
  "mutations": [
    {
      "mutation_id": "01929c5e-6c1f-7d3a-9b2e-4f5a6b7c8d9e",
      "entity_type": "expense",
      "entity": {
        "id": "01929c5e-1111-7aaa-8bbb-000000000001",
        "account_id": "…", "category_id": "…", "amount_ore": 41200, "description": "ICA Maxi", "notes": "",
        "expense_date": "2026-10-16", "payer_user_id": "…", "split_mode": "default",
        "splits": [ { "user_id": "…", "share_ore": 20600, "share_bp": 5000 }, { "user_id": "…", "share_ore": 20600, "share_bp": 5000 } ],
        "created_at": "2026-10-16T17:02:11.123Z", "updated_at": "2026-10-16T17:02:11.123Z", "deleted_at": null
      }
    },
    {
      "mutation_id": "…",
      "entity_type": "settlement",
      "entity": {
        "id": "…", "from_user_id": "…", "to_user_id": "…", "amount_ore": 50000, "settlement_date": "2026-10-16", "note": "",
        "allocations": [ { "account_id": "…", "amount_ore": 50000 } ],
        "created_at": "…", "updated_at": "…", "deleted_at": null
      }
    }
  ]
}
```

The pushed `entity` contains exactly the client-writable fields: for expenses `id`, `account_id`, `category_id`, `amount_ore`, `description`, `notes`, `expense_date`, `payer_user_id`, `split_mode`, `splits`, `created_at`, `updated_at`, `deleted_at`; for settlements `id`, `from_user_id`, `to_user_id`, `amount_ore`, `settlement_date`, `note`, `allocations`, `created_at`, `updated_at`, `deleted_at`. Server-owned fields (`server_version`, `created_by_user_id`, `updated_by_user_id`, `recurring_template_id`, `recurring_period`) are ignored if sent. A delete is the full entity with `deleted_at` set. Every pushed id (`mutation_id`, `entity.id` and every id inside the entity) must be a UUID in the canonical form of the conventions (lowercase, hyphenated, 36 characters); another spelling of a valid UUID is not accepted (D-037).

Response 200, one result per mutation in request order:

```json
{
  "server_time": "2026-10-17T12:00:00.000Z",
  "results": [
    { "mutation_id": "…", "entity_type": "expense", "entity_id": "…", "status": "accepted", "server_version": 913, "entity": Expense },
    { "mutation_id": "…", "entity_type": "settlement", "entity_id": "…", "status": "rejected", "reason": "stale",
      "message": "a newer version exists", "current": Settlement }
  ]
}
```

`entity` and `current` are full wire objects (§14.3.3) or, for `current`, `null` when the server has no row with that id. Accepted and rejected results have different key sets exactly as in the example (accepted: `mutation_id`, `entity_type`, `entity_id`, `status`, `server_version`, `entity`; rejected: `mutation_id`, `entity_type`, `entity_id`, `status`, `reason`, `message`, `current`); this overrides the "present with `null`" rule of §14.3.1 for these objects. `server_version` is the row's version after processing.

#### 14.4.4 Server processing of one mutation

The whole request runs in one `BEGIN IMMEDIATE` transaction; each mutation in its own `SAVEPOINT`, rolled back on rejection. Pushes are enqueued after commit. Before the transaction, the whole request is checked: 0 or more than 100 mutations is 422 `batch_too_large` (D-036); a mutation whose `mutation_id` or `entity.id` is not a canonical UUID, or whose `entity_type` is not `expense` or `settlement`, makes the whole request fail with 400 `invalid_request` (without these keys no per-mutation result can be formed, D-035). Steps, in order:

1. **Replay.** If `mutation_id` exists in `sync_mutations`, return the stored `result` unchanged (no other effect).
2. **Household.** Fewer than two users: the whole request fails with 409 `household_incomplete` before any mutation.
3. **Shape.** Every other shape error (missing fields, wrong types, unknown enum values, ids that are not canonical UUIDs, timestamps not in the fixed form): `rejected`, `validation_failed`, per mutation (D-035).
4. **Clock.** `updated_at` > server now + 10 minutes: `rejected`, `clock_skew`.
5. **Load** the stored row by `id`.
6. **Stored row is a tombstone.** If the pushed entity is also a delete: `accepted`, no change, no audit, no push (idempotent delete). Otherwise `rejected`, `deleted`, `current` = the tombstone.
7. **Pushed entity is a delete** (`deleted_at` non-null):
   * Stored row exists: set `deleted_at` = pushed `deleted_at`, `updated_at` = the later of stored and pushed `updated_at`, keep every other stored field, `updated_by_*` from the caller, new `server_version`, audit `delete` with `changes` `[{"field":"deleted_at","old":null,"new":<deleted_at>}]`, push `*_deleted`. `accepted`. This applies even when the pushed `updated_at` is older (deletes always win).
   * No stored row (created and deleted before it ever synced): run the full validation of step 8 (field rules, domain rules and references), so the tombstone satisfies the schema; on failure `rejected` as in step 8. Otherwise insert the row as a tombstone with a new `server_version`, no audit, no push. `accepted` (D-037).
8. **Validate**, in this order: the field rules of §9.6, then the domain rules of §9.1 (expenses) or §9.4 settlement validity (settlements), then references: `account_id`, every allocation `account_id`, `category_id` must exist and not be deleted (`reference_not_found` otherwise; archived is fine); user ids must be household users (`validation_failed`). Failure: `rejected` with that reason, `current` = stored row or null.
9. **No stored row:** insert with `created_by_user_id` = `updated_by_user_id` = caller's user, `updated_by_device_id` = caller's device, `server_received_at` = now, new `server_version`; audit `create` with every diff field (`old` null); push `*_created`. `accepted`.
10. **Stored row exists, pushed `updated_at` ≤ stored `updated_at`:** `rejected`, `stale`, `current` = stored row.
11. **Stored row exists, newer:** compute the diff (§14.4.7). Empty diff: change nothing (not even `updated_at`), no audit, no push, `accepted` with the stored row and its existing `server_version`. Otherwise update fields and children, `updated_by_*` from the caller, new `server_version`, audit `update` with the diff, push `*_updated`. `accepted`. `recurring_template_id`, `recurring_period`, `created_by_user_id` and `created_at` keep their stored values (a pushed `created_at` is ignored on update, D-037).
12. Store `(mutation_id, device_id, entity_type, entity_id, result JSON, now)` in `sync_mutations`, for accepted and rejected results alike (step 1 then replays it).

Every rejection, at steps 3 and 4 too, carries `current` = the stored row with that `id`, or `null` when there is none (D-037).

#### 14.4.5 Phone push procedure

1. Read pending expenses and settlements ordered by `local_updated_at` ascending; take up to 100. Build each mutation from the row with `mutation_id = pending_mutation_id`.
2. `POST /sync`. On a network error or 5xx: stop the cycle, keep everything pending, let WorkManager retry with exponential backoff starting at 30 seconds. On 401 `device_revoked`: AC-3.3. On 401 `unauthorized`: `SessionState.Unrecognised` (§14.4.8). On 429: retry as for 5xx. On 426: stop syncing until the installed version code changes (§14.3.1). A push refused as a whole (400 `invalid_request`, 413 `payload_too_large`, 409 `household_incomplete`, 422 `batch_too_large`) counts as a batch with no progress: the cycle goes on to pull and records the code in `sync_state.last_error_code` (D-040).
3. Apply results in one Room transaction:
   * `accepted`: if the row's `pending_mutation_id` still equals the sent `mutation_id`, overwrite the local row with `entity`, set `pending = false`, `pending_mutation_id = null`. If it differs (edited again during the request), set only `server_version`, `created_by_user_id`, `updated_by_user_id` from `entity` and leave it pending.
   * `rejected` with `current` equal to the pushed entity in every client-writable field: treat as `accepted` with `current` (no rejection record). This covers re-pushes of an already stored state.
   * other `rejected`: if `pending_mutation_id` still matches, overwrite the local row with `current` (or delete the local row and its children if `current` is null), set `pending = false`, and insert a `sync_rejections` row with the pushed entity as `rejected_payload`. If it no longer matches, insert the rejection record only and leave the newer local edit pending. Reason `clock_skew`: do not overwrite and do not clear pending; give the row a new `pending_mutation_id` (the server stored the rejection under the old one and would replay it), set `sync_state.clock_skew = true` and stop the cycle (D-027). On the first sync attempt after a `clock_skew` rejection, the phone re-stamps `updated_at` of each such pending row to its current clock before pushing, so a corrected clock heals the row (D-027).
4. Repeat until no pending rows remain or a batch made no progress, then pull.

#### 14.4.6 Rejection reasons

| `reason` (exhaustive) | When | Phone's user-facing explanation (S-16) |
|---|---|---|
| `stale` | Someone saved a newer version first | "Your change was replaced by a newer change from <actor>" |
| `deleted` | The row was deleted | "This was deleted before your change arrived" |
| `validation_failed` | The row breaks a rule (should not happen with a correct phone) | "This change was not valid and was not saved" |
| `reference_not_found` | Its account or category was deleted | "Its account or category no longer exists" |
| `clock_skew` | Phone clock more than 10 minutes ahead | "Your phone's clock is wrong. Fix it and sync again" |

#### 14.4.7 Audit diff

Diff fields and their JSON value types:

| Entity | Field | Value |
|---|---|---|
| expense | `account_id`, `category_id`, `payer_user_id` | string (uuid) |
| expense | `amount_ore` | int |
| expense | `description`, `notes` | string |
| expense | `expense_date` | string (date) |
| expense | `split_mode` | string (enum) |
| expense | `splits` | array of Split sorted by `user_id` |
| settlement | `from_user_id`, `to_user_id` | string (uuid) |
| settlement | `amount_ore` | int |
| settlement | `settlement_date` | string (date) |
| settlement | `note` | string |
| settlement | `allocations` | array of Allocation sorted by `account_id` |
| both (delete only) | `deleted_at` | string (ts) |

* `create`: one change per field above except `deleted_at`, `old` null, in the table's order.
* `update`: one change per field whose JSON value differs, in the table's order.
* `delete`: exactly the `deleted_at` change.
* `client_at` = the pushed `updated_at` (for `delete`, the pushed `deleted_at`); `server_at` = server now. Scheduler and importer use server now for both.

The phone renders `changes` with ids resolved to names (FR-12).

#### 14.4.8 Epoch recovery and re-pairing

* `sync_epoch` changes only when the owner runs `rotate-epoch` after a restore (§10.9).
* When a pull returns a different epoch, the phone, in one transaction: sets `cursor = 0`, stores the new epoch, and marks every local expense and settlement (tombstones included) `pending` with a new `pending_mutation_id`, keeping `updated_at`. It then runs a normal cycle: push everything (rows the restored server lacks are inserted, rows it has with older `updated_at` are updated, identical rows come back as `stale` with equal content and are silently accepted per §14.4.5), then a full pull.
* Devices paired after the restored backup do not exist on the restored server; their requests get 401 `unauthorized`. The app keeps its local data and shows S-1 with "Pair this phone again". After pairing with a new invite: if the user id equals the previous one, the local data is kept and the epoch-recovery push runs; otherwise local data is wiped first.

#### 14.4.9 Limits and timing

| Item | Value |
|---|---|
| Mutations per push | 100 |
| Rows per pull page | default 500, max 1000 |
| Debounce after a local write | 2 seconds |
| Periodic background sync | 15 minutes (WorkManager minimum), requires a connected network |
| FCM-triggered sync | expedited one-off work |
| Retry backoff | exponential from 30 seconds (WorkManager) |
| `sync_mutations` retention | 90 days, pruned daily at 04:00 Europe/Stockholm; rows with `received_at` strictly older than 90 days are deleted (D-021, D-039) |
| Tombstone retention | forever |
| Token lifetime | until revoked |
| Notification sync wait (AC-13.5) | 20 seconds |

With these values a phone offline for 14 days loses nothing: tokens do not expire, cursors stay valid (versions only grow), and idempotency records outlive any realistic retry.

### 14.5 Domain rules as pure functions

Implemented twice: Kotlin in `:domain` (package `se.hagstedt.kvitt.domain`, input and output types in `:core:model` package `se.hagstedt.kvitt.model.money`) and Rust in `kvitt-domain`. Both are pure (no I/O, no clock, no randomness, no locale) and must pass every vector in `contracts/test-vectors/`. Analytics and the category suggestion (§14.5.6) exist only in Kotlin; `next_occurrence_date` and the day clamping exist only in Rust (D-015). The rules themselves are §9.1, §9.3 and §9.4; this section fixes signatures, error tokens and the vector format.

#### 14.5.1 Types

Ids are plain strings in domain inputs (the vectors use short ids like `"a"`, `"b"`, `"x"`; implementations must not assume UUID format). Money is `Long` / `i64` öre; bp is `Int` / `u32`. Because bp is `u32` in Rust, negative bp is unrepresentable there and the vectors contain none; `bp_out_of_range` means a value above 10000. All domain functions, analytics included, receive only non-deleted rows; excluding tombstones is the caller's job and is tested in `:data` and the server, not in the vectors.

Kotlin (`:core:model`, package `se.hagstedt.kvitt.model.money`):

```kotlin
sealed interface SplitSpec {
    data class Ratio(val bp: Map<String, Int>) : SplitSpec      // modes default and ratio
    data class Exact(val ore: Map<String, Long>) : SplitSpec    // mode exact
    data class Full(val bearerUserId: String) : SplitSpec       // mode full
}
enum class SplitError { AMOUNT_OUT_OF_RANGE, USERS_INVALID, PAYER_UNKNOWN, BP_OUT_OF_RANGE, BP_SUM_NOT_10000, EXACT_NEGATIVE, EXACT_SUM_MISMATCH, BEARER_UNKNOWN, SHARE_USERS_MISMATCH }
sealed interface SplitResult {
    data class Ok(val shares: Map<String, Long>) : SplitResult
    data class Err(val error: SplitError) : SplitResult
}

data class BalanceExpense(val accountId: String, val amountOre: Long, val payerUserId: String, val shares: Map<String, Long>)
data class BalanceSettlement(val fromUserId: String, val toUserId: String, val allocations: Map<String, Long>)   // accountId -> öre
data class Balances(val perAccount: Map<String, Map<String, Long>>, val global: Map<String, Long>)              // accountId -> userId -> net

data class AccountPosition(val accountId: String, val createdAt: String, val archived: Boolean, val payerNetOre: Long)
enum class AllocationError { AMOUNT_OUT_OF_RANGE, NO_ACCOUNTS }
data class Allocation(val accountId: String, val amountOre: Long)
sealed interface AllocationResult {
    data class Ok(val allocations: List<Allocation>, val excessOre: Long, val overSettledAccountIds: List<String>) : AllocationResult
    data class Err(val error: AllocationError) : AllocationResult
}

enum class SettlementError { AMOUNT_OUT_OF_RANGE, SAME_USER, USER_UNKNOWN, NO_ALLOCATIONS, TOO_MANY_ALLOCATIONS, ALLOCATION_NOT_POSITIVE, DUPLICATE_ACCOUNT, ALLOCATION_SUM_MISMATCH }
```

Rust (`kvitt-domain`):

```rust
pub enum SplitSpec { Ratio { bp: BTreeMap<String, u32> }, Exact { ore: BTreeMap<String, i64> }, Full { bearer_user_id: String } }
#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)] #[serde(rename_all = "snake_case")]
pub enum SplitError { AmountOutOfRange, UsersInvalid, PayerUnknown, BpOutOfRange,
    #[serde(rename = "bp_sum_not_10000")] BpSumNot10000,   // rename_all alone gives "bp_sum_not10000" (D-006)
    ExactNegative, ExactSumMismatch, BearerUnknown, ShareUsersMismatch }

pub struct BalanceExpense { pub account_id: String, pub amount_ore: i64, pub payer_user_id: String, pub shares: BTreeMap<String, i64> }
pub struct BalanceSettlement { pub from_user_id: String, pub to_user_id: String, pub allocations: BTreeMap<String, i64> }
pub struct Balances { pub per_account: BTreeMap<String, BTreeMap<String, i64>>, pub global: BTreeMap<String, i64> }

pub struct AccountPosition { pub account_id: String, pub created_at: String, pub archived: bool, pub payer_net_ore: i64 }
pub enum AllocationError { AmountOutOfRange, NoAccounts }
pub struct Allocation { pub account_id: String, pub amount_ore: i64 }
pub struct AllocationProposal { pub allocations: Vec<Allocation>, pub excess_ore: i64, pub over_settled_account_ids: Vec<String> }

pub enum SettlementError { AmountOutOfRange, SameUser, UserUnknown, NoAllocations, TooManyAllocations, AllocationNotPositive, DuplicateAccount, AllocationSumMismatch }
```

#### 14.5.2 Functions

| Function | Kotlin | Rust |
|---|---|---|
| Split | `fun computeSplit(amountOre: Long, payerUserId: String, userIds: List<String>, spec: SplitSpec): SplitResult` | `pub fn compute_split(amount_ore: i64, payer_user_id: &str, user_ids: &[String], spec: &SplitSpec) -> Result<BTreeMap<String, i64>, SplitError>` |
| Balances | `fun computeBalances(userIds: List<String>, accountIds: List<String>, expenses: List<BalanceExpense>, settlements: List<BalanceSettlement>): Balances` | `pub fn compute_balances(user_ids: &[String], account_ids: &[String], expenses: &[BalanceExpense], settlements: &[BalanceSettlement]) -> Balances` |
| Proposal | `fun proposeAllocation(amountOre: Long, accounts: List<AccountPosition>): AllocationResult` | `pub fn propose_allocation(amount_ore: i64, accounts: &[AccountPosition]) -> Result<AllocationProposal, AllocationError>` |
| Settlement check | `fun validateSettlement(amountOre: Long, fromUserId: String, toUserId: String, userIds: List<String>, allocations: List<Allocation>): SettlementError?` | `pub fn validate_settlement(amount_ore: i64, from_user_id: &str, to_user_id: &str, user_ids: &[String], allocations: &[Allocation]) -> Result<(), SettlementError>` |
| Over-settle warnings | `fun overSettledAccounts(allocations: List<Allocation>, accounts: List<AccountPosition>): List<String>` | `pub fn over_settled_accounts(allocations: &[Allocation], accounts: &[AccountPosition]) -> Vec<String>` |
| Recurring dates (D-015) | none | `next_occurrence_date` and the clamped occurrence date of a period (module `recurring.rs`); M2a fixes the exact signatures and lists them in its report |

Semantics beyond §9:

* `computeSplit`: `userIds` must have exactly 2 distinct entries (`users_invalid`); `payerUserId` must be one of them (`payer_unknown`); the `Ratio`/`Exact` map keys must equal `userIds` as a set (`share_users_mismatch`); `Full.bearerUserId` must be one of them (`bearer_unknown`); amount outside 1 to 1 000 000 000 is `amount_out_of_range`. Errors are checked in the order of the `SplitError` enum and the first failure is returned. The result map has both user ids. `Full` is computed as `Ratio` with bearer 10000 (so payer remainder rules apply trivially).
* `computeBalances`: inputs contain only non-deleted rows. `perAccount` has an entry for every id in `accountIds` (zeros included) and for any other account id referenced; each inner map has every id of `userIds`. `global` sums `perAccount`. Expenses' and settlements' account ids not in `accountIds` still count.
* `proposeAllocation`: `amountOre` outside 1 to 1 000 000 000 (§9.6) is `amount_out_of_range`. `accounts` are all non-deleted accounts with the payer's net per account (callers compute nets with `computeBalances`, excluding the settlement being edited). Errors in enum order. Allocations are in the order produced by §9.4. `overSettledAccountIds` lists the account that received `excessOre` (empty when `excessOre` is 0).
* `validateSettlement`: errors in enum order; `null` / `Ok(())` when valid. Reference existence is not checked here (the server checks it, §14.4.4).
* `overSettledAccounts`: ids, in allocation order, whose allocation exceeds `max(0, −payerNetOre)`; an allocation for an account not in `accounts` counts as net 0.
* Recurring dates (Rust only): the clamped date of period `YYYY-MM` for `day_of_month` 1 to 31 is that day, or the last day of the month when the month is shorter (§9.5, AC-9.2). `next_occurrence_date` takes the template's `day_of_month`, `start_period`, `end_period`, `last_generated_period`, `paused` and deleted state and returns the date defined in §9.5 (`null` when paused, deleted or past `end_period`). Pure: no clock, no time zone. No vector file covers them; M2a's unit tests cover every clamping case of AC-9.2 and the `null` cases.

#### 14.5.3 Error tokens on the wire and in vectors

Snake-case of the enum names: `amount_out_of_range`, `users_invalid`, `payer_unknown`, `bp_out_of_range`, `bp_sum_not_10000`, `exact_negative`, `exact_sum_mismatch`, `bearer_unknown`, `share_users_mismatch`, `no_accounts`, `same_user`, `user_unknown`, `no_allocations`, `too_many_allocations`, `allocation_not_positive`, `duplicate_account`, `allocation_sum_mismatch`. The server puts the token in the `message` of `validation_failed` errors and rejections; the phone uses it as `FieldError.error`. The token for a wrong bp sum is exactly `bp_sum_not_10000` on both sides (D-006): the Rust variant carries an explicit `#[serde(rename = "bp_sum_not_10000")]`, and the Kotlin side must emit the same string (the lowercase of `BP_SUM_NOT_10000`), never a token derived by a generic camel-to-snake conversion.

#### 14.5.4 Analytics (Kotlin only)

Types in `:core:model`, package `se.hagstedt.kvitt.model.analytics` (D-017); functions in `:domain`.

```kotlin
data class AnalyticsExpense(val date: LocalDate, val accountId: String, val categoryId: String, val amountOre: Long, val shares: Map<String, Long>)
data class DateRange(val start: LocalDate, val endInclusive: LocalDate)
enum class AnalyticsGranularity { MONTH, WEEK }
sealed interface AnalyticsMeasure { data object Household : AnalyticsMeasure; data class Share(val userId: String) : AnalyticsMeasure }
enum class AnalyticsGroupBy { CATEGORY, ACCOUNT }
data class Bucket(val key: String, val start: LocalDate, val endInclusive: LocalDate, val totals: Map<String, Long>, val total: Long)
data class SpendSeries(val buckets: List<Bucket>, val groupTotals: Map<String, Long>, val grandTotal: Long)

fun spendSeries(expenses: List<AnalyticsExpense>, range: DateRange, granularity: AnalyticsGranularity, measure: AnalyticsMeasure, groupBy: AnalyticsGroupBy): SpendSeries
fun resolveRange(preset: RangePreset, today: LocalDate, earliestExpense: LocalDate?, customStart: LocalDate?, customEnd: LocalDate?): DateRange
```

(`LocalDate` is `kotlinx.datetime.LocalDate`. `AnalyticsMeasure.Share` and `se.hagstedt.kvitt.model.Share` share a simple name; accepted, §14.2.4.)

* `spendSeries`: expenses outside the range are ignored. Buckets cover the range completely, in order, including empty ones. Month keys `YYYY-MM`, week keys `YYYY-Www` (ISO week-numbering year, week 1 contains the first Thursday). A bucket's `start`/`endInclusive` are clipped to the range. `totals` maps group id (category id or account id) to öre, omitting zero groups; `total` is their sum. Measure `Household` adds `amountOre`; `Share(u)` adds `shares[u]` (0 if absent). `groupTotals` sums over all buckets, omitting zeros.
* `resolveRange`: `THIS_MONTH` = first of the current month to `today`; `LAST_3_MONTHS`, `LAST_6_MONTHS`, `LAST_12_MONTHS` = first day of the month N−1 months before the current month to `today`; `THIS_YEAR` = 1 January to `today`; `ALL_TIME` = `earliestExpense` (or `today` when null) to `today`; `CUSTOM` = the custom dates, swapped if start > end. Expenses dated after `today` are therefore excluded from presets; a custom range may include future dates. `CUSTOM` with a null `customStart` or `customEnd` throws `IncompleteCustomRangeException`, a subclass of `IllegalArgumentException` declared in `:domain` (D-011); the caller (the `AnalyticsRepository` implementation in `:data`, and its fake) catches it and maps it to `validation_failed` (D-018; no vector covers it; in practice the repository resolves a missing custom date as today before calling, §14.2.4); `ALL_TIME` with `earliestExpense` after `today` gives the range `today`..`today`.

#### 14.5.5 Test-vector format

One file per function in `contracts/test-vectors/`: `compute_split.json`, `compute_balances.json`, `propose_allocation.json`, `validate_settlement.json`, `over_settled_accounts.json`, `spend_series.json` (Kotlin only), `resolve_range.json` (Kotlin only), `suggest_category.json` (Kotlin only, D-049).

```json
{
  "format": 1,
  "function": "compute_split",
  "cases": [
    {
      "name": "50/50 odd amount, payer gets the extra öre",
      "input": {
        "amount_ore": 1001, "payer_user_id": "a", "user_ids": ["a", "b"],
        "spec": { "mode": "ratio", "bp": { "a": 5000, "b": 5000 } }
      },
      "expected": { "ok": { "a": 501, "b": 500 } }
    },
    {
      "name": "ratio does not sum to 10000",
      "input": {
        "amount_ore": 1000, "payer_user_id": "a", "user_ids": ["a", "b"],
        "spec": { "mode": "ratio", "bp": { "a": 5000, "b": 4000 } }
      },
      "expected": { "error": "bp_sum_not_10000" }
    }
  ]
}
```

Input keys are the snake_case parameter names of the Rust signatures. For the Kotlin-only analytics functions they are the snake_case names of the Kotlin parameters and fields: `spend_series` takes `expenses` (`[{"date", "account_id", "category_id", "amount_ore", "shares"}]`), `range` (`{"start", "end_inclusive"}`), `granularity`, `measure`, `group_by`; `resolve_range` takes `preset`, `today`, `earliest_expense`, `custom_start`, `custom_end`; `suggest_category` takes `description` (string), `history` (`[{"description", "category_id", "expense_date", "created_at"}]`), `keywords` (`[{"keyword", "match", "default_key"}]` in table order, `match` one of `token`, `prefix`, `phrase`), `active_categories` (`[{"id", "default_key"}]`, `default_key` null for a custom category) and `fallback` (category id or null), exactly as in `contracts/test-vectors/suggest_category.json` (`6b60ef7`); the `unicode` parameter has no key (the test binds the platform implementation). `spec` is `{"mode":"ratio","bp":{…}}`, `{"mode":"exact","ore":{…}}` or `{"mode":"full","bearer_user_id":"…"}`. Outputs: `compute_split` `{"ok": {user: öre}}`; `compute_balances` `{"ok": {"per_account": {...}, "global": {...}}}`; `propose_allocation` `{"ok": {"allocations": [{"account_id","amount_ore"}], "excess_ore": n, "over_settled_account_ids": [...]}}`; `validate_settlement` `{"ok": null}`; `over_settled_accounts` `{"ok": [ids]}`; `spend_series` `{"ok": {"buckets": [{"key","start","end_inclusive","totals","total"}], "group_totals": {...}, "grand_total": n}}` with `measure` input `"household"` or `{"share": "a"}`, and dates as strings; `resolve_range` `{"ok": {"start","end_inclusive"}}`; `suggest_category` `{"ok": "<category id>"}` or `{"ok": null}` (it has no error case). Errors: `{"error": "<token>"}`.

Minimum cases M1 must include (more are welcome):

* `compute_split`: every row of the §9.1 example table; `full` on payer; `full` on non-payer; `exact` valid; `exact` sum mismatch; `exact` negative; amount 0; amount 1 000 000 001; amount 1 000 000 000 with 3333 bp; bp 10001; three user ids; payer not in users; map keys not matching users; one error case per `SplitError` value.
* `compute_balances`: empty; one account with the two expenses `(1001, payer a, 50/50)` and `(100, payer b, a 6000 bp)` giving `a` +440, `b` −440, then adding settlement `b → a 440` giving zeros; two accounts with opposite signs and a global sum; an account in `account_ids` with no rows (zeros).
* `propose_allocation`: payer owes in accounts X (created `2025-01-01T00:00:00.000Z`, net −30000), Y (`2025-02-01…`, −20000) and is owed in Z (`2024-12-01…`, +10000): amount 40000 gives X 30000, Y 10000, excess 0; amount 60000 gives X 30000, Y 30000, excess 10000, over-settled [Y]; amount 5000 with only Z gives Z 5000 over-settled [Z]; all accounts archived and none owing gives the oldest; equal `created_at` ordered by id; no accounts gives `no_accounts`; amount 0 gives `amount_out_of_range`.
* `validate_settlement`: one case per `SettlementError` value plus a valid case with 3 allocations and one with 50.
* `over_settled_accounts`: none, one, an unknown account.
* `spend_series`: monthly and weekly over a range crossing a year boundary (ISO week 2026-W53 exists: 28 Dec 2026 to 3 Jan 2027), household and share measures, category and account grouping, empty buckets, edge-clipped buckets.
* `resolve_range`: every preset with `today` = `2026-10-17`, `ALL_TIME` with and without an earliest expense, `CUSTOM` swapped.
* `suggest_category` (M12a): empty and punctuation-only descriptions (fallback); exact history match across case, `'`, `’`, `:` and other punctuation ("Willy:s" and "WILLYS"); most often beats most recent; ties broken by `expense_date`, then `created_at`, then category id; first-token match when no exact match; exact match taking precedence over first token; an archived category in history skipped (the next category, then the next step); `token`, `prefix` and `phrase` keywords; longest keyword wins; equal length, earlier entry wins; a keyword whose category is archived falls through to the next matching entry; a renamed default category found by its key; diacritics kept (`entre` and `entré` distinct); `&` and digits kept (`h&m`, `okq8`); NFC applied to non-NFC input; surrogate pairs counted as one code point; no match gives `fallback`; `fallback` null gives null. M12a's file has 65 cases.

#### 14.5.6 Category suggestion (Kotlin only)

The rule is §9.11 (D-049). Types and functions in `:domain`, package `se.hagstedt.kvitt.domain` (landed with M12a, `6b60ef7`). The records live in `:domain`, not in `:core:model`: the keyword table is data, not a UI contract, and default keys are open strings there.

```kotlin
data class SuggestionHistoryEntry(val description: String, val categoryId: CategoryId, val expenseDate: LocalDate, val createdAt: String)
enum class KeywordMatch { TOKEN, PREFIX, PHRASE }
data class CategoryKeyword(val keyword: String, val match: KeywordMatch, val defaultKey: String)
data class ActiveCategory(val id: CategoryId, val defaultKey: String?)
interface UnicodeText {
    fun nfc(text: String): String
    fun isLetter(codePoint: Int): Boolean   // general category Lu, Ll, Lt, Lm or Lo
    fun isDigit(codePoint: Int): Boolean    // general category Nd
}

fun normalizeDescription(text: String, unicode: UnicodeText): String   // CS-4
fun parseCategoryKeywords(csv: String): List<CategoryKeyword>          // the §14.8 table; D-056
fun suggestCategory(description: String, history: List<SuggestionHistoryEntry>, keywords: List<CategoryKeyword>, activeCategories: List<ActiveCategory>, fallback: CategoryId?, unicode: UnicodeText): CategoryId?
```

(`CategoryId` is `se.hagstedt.kvitt.model.CategoryId`; `LocalDate` is `kotlinx.datetime.LocalDate`.)

* `UnicodeText` exists because pure modules may not use `java.*` and `kotlin.*` has neither NFC nor general categories. `:data` binds it with `java.text.Normalizer` (NFC) and `java.lang.Character` (`getType` for L and Nd); the `:domain` tests bind the same. `normalizeDescription` applies `nfc`, then `lowercase()`, then walks the string by code points (a surrogate pair is one code point), deleting `'`, `’` and `:`, keeping `&`, letters and digits, and turning every other code point into a space; then it collapses spaces and trims. Inputs need not be NFC; the vectors include non-NFC strings.
* `history` holds non-deleted expenses only (the caller's job, as for every domain function). Expenses whose `categoryId` is not in `activeCategories` are ignored (CS-5).
* History ranking (CS-5 steps 1 and 2): the highest count wins; on equal count, the category whose latest matching expense is latest by (`expenseDate`, then `createdAt`); then the lower category id (string order).
* Keyword ranking (CS-6): among the matching entries, the longest keyword in code points wins, then the earlier entry in table order (`keywords` are passed in table order, §14.8). An entry resolves to the active category with that `defaultKey`; none means the next entry in that ranking is tried.
* `parseCategoryKeywords` (D-056) reads the text of `contracts/category-keywords.csv`: header `keyword,match,default_key,source`, entries in file order (table order), `match` mapped to `KeywordMatch`; a malformed table (wrong header, wrong column count, unknown `match`) throws `IllegalArgumentException`. Pure; shared by `:data` and `:core:fakes`, which read the bundled resource (§14.2.4, D-055).
* `fallback` is the step-4 category id (AC-8.6), computed by the caller; it is returned as given when no earlier step applies, also when the normalised description is empty.

### 14.6 Push payload v1

FCM HTTP v1 message the server sends, one per target device (`POST https://fcm.googleapis.com/v1/projects/kvitt-1337/messages:send`):

```json
{
  "message": {
    "token": "<device fcm_token>",
    "android": { "priority": "high", "ttl": "86400s" },
    "data": {
      "v": "1",
      "type": "expense_created",
      "entity_type": "expense",
      "entity_id": "01929c5e-1111-7aaa-8bbb-000000000001",
      "actor_user_id": "0192…",
      "count": "1"
    }
  }
}
```

`message.token` holds the device's `fcm_token`, which is the Firebase Installation ID the phone registered (D-083); FCM HTTP v1 accepts an installation id in `token` during Firebase's transition, so the server needs no change. Sending it in the `fid` field instead is a follow-up request (§11.3 M12e list).

Data-only messages (no `notification` block), all values strings. Types (exhaustive):

| `type` | `entity_type` | `entity_id` | `actor_user_id` | `count` | Sent to |
|---|---|---|---|---|---|
| `expense_created` | `expense` | expense id | creator | `1` | other user's devices |
| `expense_updated` | `expense` | expense id | editor | `1` | other user's devices |
| `expense_deleted` | `expense` | expense id | deleter | `1` | other user's devices |
| `settlement_created` | `settlement` | settlement id | creator | `1` | other user's devices |
| `settlement_updated` | `settlement` | settlement id | editor | `1` | other user's devices |
| `settlement_deleted` | `settlement` | settlement id | deleter | `1` | other user's devices |
| `recurring_expense_created` | `expense` | expense id | template creator | `1` | both users' devices |
| `sync_batch` | `""` | `""` | pusher | number of notifiable changes, as a string | other user's devices |

Server sending rules:

* Sending happens on one background task fed by a bounded queue (capacity 100; when full, the oldest message is dropped with a warning log). It never delays an HTTP response.
* Authentication: the sender signs an RS256 JWT with header `kid` = the service account's `private_key_id`, exchanges it for an access token and caches the token until 5 minutes before its expiry (§6.3).
* Retries (D-038): one send plus up to three retries after 1 s, 5 s and 25 s (at most four sends) on 429, 5xx and network errors. On 401 the cached access token is dropped and that message is not retried; other 4xx are not retried. Retries run inside the single sender task, so one failing device can hold the queue for up to 31 s; accepted for two users.
* FCM `UNREGISTERED` or HTTP 404 for a token clears that device's `fcm_token`, only if the stored token is still the one that was sent (a token the phone replaced meanwhile is kept).
* Push is disabled (`NoopPushQueue`, one start-up warning) when the credentials file is missing or unusable (treated alike).

Phone handling (`:adapter:fcm` maps the message to `PushEvent(type, entityType, entityId, actorUserId, count)`, a `:core:model` type that as built still lives in `:adapter:fcm`, §11.3; `:app` handles it in an expedited WorkManager job, D-085):

1. Call `syncForPush` and wait for it up to 20 seconds.
2. Build the notification text from Room per §13.3 copy (or the generic text if the sync failed or the entity or its actor is missing locally). Channel id `activity`, name "Activity" / "Aktivitet", importance default. Notification id = hash of `entity_id` (so an update replaces the create's notification); `sync_batch` uses id `1`.
3. Tap opens S-8 or S-10 for the entity; Home for deletions, `sync_batch` and the generic notification (D-085).
4. Unknown `type` or `v` other than `1`: sync only, no notification.

### 14.7 Module layout and ownership map

Repository layout (paths are binding):

```
SPEC.md  CLAUDE.md  README-agents.md  PLAN-*.md
.gitea/workflows/      (Gitea Actions image build, M2c-pi)
contracts/
  openapi.yaml
  category-keywords.csv
  schema/server-v1.sql  schema/migrations/0002_categories_v2.sql
  test-vectors/*.json
  examples/<E-id>-<name>/{request,response}.json, examples/errors/<code>.json, examples/sync/*.json, examples/push/*.json
docs/  HANDOFF.md  decisions.md  ux/  spikes/  validation/
prompts/
tools/  gradle-serial.sh  clean-builds.sh  install-git-hooks.sh  git-hooks/  dependency-report/  contracts-check.py
server/
  Cargo.toml (workspace)  Cargo.lock  Dockerfile  rust-toolchain.toml
  crates/kvitt-domain/  src/{lib.rs, split.rs, balance.rs, allocation.rs, settlement.rs, recurring.rs}  tests/vectors.rs
  crates/kvitt-server/  migrations/{0001_init.sql, 0002_categories_v2.sql}
                        src/{main.rs, lib.rs, config.rs, error.rs, router.rs, openapi.rs, auth.rs, time.rs}
                        src/db/{mod.rs, pool.rs, sequence.rs}
                        src/wire/{mod.rs, user.rs, device.rs, invite.rs, account.rs, category.rs, expense.rs, settlement.rs, recurring.rs, audit.rs, sync.rs}
                        src/api/{mod.rs, health.rs, setup.rs, invites.rs, landing.rs, me.rs, pictures.rs, devices.rs, accounts.rs, categories.rs, recurring.rs, proposal.rs, apk.rs, sync.rs, rate_limit.rs}
                        src/tasks/  src/sync/  src/audit/  src/push/  src/scheduler/
                        src/cli/{mod.rs, bootstrap.rs, pair_device.rs, rotate_epoch.rs, healthcheck.rs}
                        tests/
  crates/kvitt-import/  src/  data/splitwise_categories.csv  tests/fixtures/
android/
  settings.gradle.kts  build.gradle.kts  gradle.properties  gradle/{libs.versions.toml, gradle-daemon-jvm.properties, wrapper/}
  build-logic/          (convention plugins, architecture check)
  core/model/  core/design/  core/fakes/  domain/  data/  adapter/fcm/
  feature/{onboarding, home, account, expense, settle, analytics, settings}/
  app/
infra/
  compose.yaml  Caddyfile  env.example  build-images.sh  deploy.sh  publish-apk.sh  README.md  RESTORE.md
  .shellcheckrc  dev/{compose.yaml, .env.example, lib.sh, build.sh, up.sh, logs.sh, backup.sh, copy-google-services.sh}  dev/data/, dev/backups/ (git-ignored)
  cert-sync/{Dockerfile, sync.sh}  backup/{Dockerfile, backup.sh}  secrets/ (git-ignored)
```

Ownership (an agent edits only paths its milestone owns; anything else needs the orchestrator):

| Paths | Owner | After the owner lands |
|---|---|---|
| `SPEC.md`, `CLAUDE.md`, `README-agents.md`, `docs/HANDOFF.md`, `docs/decisions.md`, `PLAN-*.md`, `prompts/`, `tools/` (except `tools/contracts-check.py`) | docs agent briefed by the orchestrator | same |
| `contracts/**`, `tools/contracts-check.py` | M1 | contract-change plans only (§14.8) |
| `server/Cargo.toml`, `server/Cargo.lock`, every crate's `Cargo.toml`, `server/rust-toolchain.toml`, `server/Dockerfile`, `server/crates/kvitt-domain/**` | M2a | contract-change plans only for `kvitt-domain`; M3, M4 and M9 may add dependency lines to a crate's `Cargo.toml` (second to land resolves `Cargo.lock` on rebase) |
| `kvitt-server`: `migrations/`, `src/{main,lib,config,error,router,openapi,auth,time}.rs` (including the `serve` and `migrate` code), `src/db/**`, `src/wire/**`, `src/api/{mod,health,setup}.rs`, `src/cli/{mod,healthcheck}.rs`, M2a's own tests (any `tests/*.rs` without the prefixes `core_`, `sync_`, `scheduler_`, `push_`) | M2a | contract-change plans; M3/M4 may add one line per new module to `mod.rs` files they need; M3 edits the one marked rate-limit line in `router.rs` (D-015) |
| `kvitt-server`: `src/api/{invites,landing,me,pictures,devices,accounts,categories,recurring,proposal,apk,rate_limit}.rs`, `src/cli/{bootstrap,pair_device}.rs`, `tests/core_*.rs` (M3's tests are one binary, `tests/core_api/`) | M3 (M2a creates the shells, D-004) | later server plans |
| `kvitt-server`: `src/api/sync.rs`, `src/tasks/**`, `src/sync/**`, `src/audit/**`, `src/push/**`, `src/scheduler/**`, `src/cli/rotate_epoch.rs`, `tests/sync_*.rs`, `tests/scheduler_*.rs`, `tests/push_*.rs` (M4's tests are the binaries `tests/sync_api/`, `tests/push_fcm/`, `tests/scheduler_daily/`; its scheduler is `src/tasks/scheduler.rs`; there is no `src/scheduler/`) | M4 (M2a creates the shells, the `tasks::start` stub and the `AuditWriter`/`PushQueue` traits with no-op implementations as described under "Server seams" in §6.3, D-004, D-015) | later server plans; the trait signatures change only with M3, M4 and M9 agreeing through the orchestrator |
| `server/crates/kvitt-import/**` | M9 (M2a creates a crate that builds with a usage-only `main.rs`, D-004) | same |
| `android/settings.gradle.kts`, `android/build.gradle.kts`, `android/gradle.properties`, `android/gradle/**`, `android/build-logic/**`, the module shells (build file, manifest, one empty entry composable per feature) of `:core:design`, `:data`, `:adapter:fcm` and every `:feature:*` (D-004) | M2b | later plans may add catalog entries and module includes (rebase resolves) |
| `android/core/model/**`, `android/domain/**` | M2b | contract-change plans only |
| `android/core/fakes/**` | M2b | M7x add files only under `fakes/<feature>/` |
| `android/core/design/**` | M6 (fix pass M6b, landed `3a1bd14`) | M7x may not edit; requests go through the orchestrator; later design plans |
| `android/data/**` | M5 (M2b created the Room 3 entities, `KvittDatabase` v1 and the exported schema, D-012) | later data plans; the exported schema is a contract file (§14.8) |
| `android/adapter/fcm/**`, `android/app/**` (after the M2b shell) | M8 | later integration plans |
| `android/feature/onboarding/**` | M7a | M7g (feature cleanups), later feature plans |
| `android/feature/home/**`, `android/feature/account/**` | M7b | M7g (feature cleanups), later feature plans |
| `android/feature/expense/**` | M7c | M7g (feature cleanups), later feature plans |
| `android/feature/settle/**` | M7d | M7g (feature cleanups), later feature plans |
| `android/feature/analytics/**` | M7e | M7g (feature cleanups), later feature plans |
| `android/feature/settings/**` | M7f | M7g (feature cleanups), later feature plans |
| `infra/**` | M2c-dev, then M2c-pi (D-001) | M10 updates runbooks |
| `.gitea/workflows/**` | M2c-pi (D-023) | later infra plans |
| git-ignored `infra/secrets/**` in the main checkout | M2c-dev (D-022), then M2c-pi | M8 copies `google-services.json` from it (§10.7) |
| `docs/ux/**` | U1, U2 | |
| M12 (D-054): `contracts/category-keywords.csv`, `contracts/schema/migrations/**`, `contracts/test-vectors/suggest_category.json` and the other `contracts/**` edits of §11.2 row M12a, `tools/contracts-check.py`, `android/domain/**` (`suggestCategory`, `UnicodeText`) | M12a (contract-change plan, landed `6b60ef7`) | contract-change plans only |
| M12 (D-054): `contracts/openapi.yaml` (`DefaultCategoryKey`) and the category examples M12a held back; `kvitt-server` `migrations/0002_categories_v2.sql`, `src/db/mod.rs` (`SCHEMA_VERSION`), `src/api/validate.rs` (token lists), `src/wire/category.rs` and `src/wire/mod.rs` (key enum), their tests; `kvitt-import` `data/splitwise_categories.csv`, `src/categories.rs` and its tests | M12b (contract-change plan, landed `2e2ebe7`) | the usual owners |
| M12 (D-054): `android/core/model/**` (enums, icons, `ExpenseRepository`), `android/data/**` (`UnicodeText` binding, `suggestCategory`, the build-time copy of the keyword table, D-055), `android/core/fakes/**` (defaults, fake `suggestCategory`) | M12c (contract-change plan, landed `e499107`) | the usual owners |
| D-059: `android/core/model/**` (`ExpenseEditorOptions`, `CategoryRepository`), `android/data/**` (`frequentCategoryIds`, `deletable`), `android/core/fakes/**` (both, outside the `fakes/<feature>/` folders) | M12d (contract-change plan, landed `bdba9d3`) | the usual owners; M7x keep their `fakes/<feature>/` folders |
| `docs/validation/<file>` | the milestone that names the file | |

Module shells (D-004): a shell file or module created by M2a or M2b in a path owned by a later milestone holds only what makes the build and the 501 stubs work; the later milestone owns it from the moment the shell lands and writes the body.

Strings: each feature module has its own `src/main/res/values/strings.xml` and `values-sv/strings.xml` with keys prefixed by the feature name; shared strings (the notification copy included) live in `:core:design`; `:app` holds only the app name; lint `MissingTranslation` is an error in every module (§6.2, D-017). Keys come from `docs/ux/strings.csv` (§13.4).

### 14.8 Contract files and the change rule

Contract files (exhaustive): `contracts/openapi.yaml`, `contracts/schema/server-v1.sql`, the locked migration texts `contracts/schema/migrations/*.sql` (0002 since D-054, §14.1.1), `contracts/category-keywords.csv`, `contracts/test-vectors/*.json`, `contracts/examples/**`, the Room exported schema `android/data/schemas/**` (version 1 exists since M2b, D-012), `android/core/model/**` (the UI contract and domain types), the sync protocol (§14.4) and the push payload (§14.6).

`contracts/category-keywords.csv` (D-049) is the keyword table of §9.11 CS-6: UTF-8 without BOM, `\n` line ends, header `keyword,match,default_key,source`, no quoting. `keyword` is non-empty and already normalised (CS-4 applied to it gives it back), unique in the file; `match` is `token`, `prefix` or `phrase`; a `token` or `prefix` keyword has no space and a `phrase` keyword has at least one; `default_key` is a key of AC-7.2 other than `other`; `source` is `data` (learned from the household's export) or `curated`, documentation only. Rows are sorted by `default_key`, then `keyword`, in code-point order. The phone bundles it through a build-time copy (D-055: `:data:copyCategoryKeywords` and `:core:fakes:copyCategoryKeywords`, no committed copy, a missing file fails the build, a `:data` test asserts byte identity and these rules, §14.2.4); M12a seeds the file from `docs/ux/category-keywords.csv` (148 entries). Changing an entry is a contract change like any other.

Representational edits to `contracts/openapi.yaml` (key order, `$ref` naming, description wording) do not change meaning and need no spec bump or decision entry; they are listed in the report of the plan that made them (D-016). The OpenAPI equality test compares parsed values, not text.

The equality test (`server/crates/kvitt-server/tests/openapi_contract.rs`, D-005) parses both documents and compares them after exactly these normalisations, every one representational; anything else that differs fails the test:

1. Key order is ignored (objects compared as maps).
2. Every local `$ref` is inlined, discriminator `mapping` values included, so component naming and placement do not matter.
3. `description` and `example`/`examples` keywords are dropped (properties named `description` are kept; `summary` and `operationId` are compared).
4. A nullable type array `type: [T, "null"]` equals `oneOf` with `{type: "null"}`; nested `oneOf`s are flattened and compared as sets.
5. `const: v` equals a single-value `enum: [v]`; `enum` values and `required` lists are compared as sets.
6. `required: false` and `deprecated: false` are dropped; a path parameter is always required.
7. Parameters are keyed by (`in`, `name`).
8. Each operation is compared on its effective security (its own `security`, else the document's).

The document-wide rules of §14.3.1 and §14.3.2 live in one place on the generated side, the `CommonRules` modifier in `server/crates/kvitt-server/src/openapi.rs`, never in a handler annotation: the common request headers and the `X-Kvitt-Server-Version` response header on every operation, the always-possible error responses of §14.3.2 (authenticated and unauthenticated sets), the document-level `device` security, and response headers marked required.

Rule: a change to any other contract file, or a semantic change to `contracts/openapi.yaml` or to §14 of this spec, requires, landed together by the orchestrator: a spec version bump (in the header and the change log), a `docs/decisions.md` entry, and the matching implementation changes on both sides, or a plan that schedules them. A schema change also bumps the schema version (`meta.schema_version` and a new migration on the server, whose locked text is the contract file `contracts/schema/migrations/<NNNN>_<name>.sql`, §14.1.1; there is no `server-v2.sql`, and `server-v1.sql` stays the text of 0001; a new Room version and migration on the phone). A sync protocol change bumps `X-Kvitt-Protocol`; a push payload change bumps `v`. Numbers come from the orchestrator's brief. Implementation agents never edit `SPEC.md` or `docs/decisions.md`: they put the proposed spec text and decision entry in their report, and the orchestrator has a docs agent record them (CLAUDE.md › Orchestration).

---

## 15. Change log

| Version | Date | Change |
|---|---|---|
| 0.1 | 2026-10-17 | First version, written from the owner interview: scope, requirements, data model, stack, API outline, security, business rules, deployment, milestones, UX sprint brief, contracts (schema v1, Room v1, OpenAPI outline, sync protocol v1, domain functions and vectors, push payload v1, ownership map). |
| 0.2 | 2026-10-17 | Owner answers. D-001: development-first deployment on the Mac; M2c split into M2c-dev (now) and M2c-pi (after M8, before M10); registry is Gitea at `http://gitea.lan` (OQ-1 answered). D-002: local backup files deleted as soon as confirmed on Drive. D-003: Splitwise CSV format confirmed for English and Swedish exports, Swedish category names mapped, accounts "Hemma" and "Vardag" (OQ-2 answered). OQ-4 answered (Drive folder id). §10, §11, §12, §14.7 updated. Clarifications from M1 (no new decisions): non-deleted rows only into domain functions, analytics vector keys, sync push result key sets, E-1 503 body, optional/nullable request fields of E-3, E-12, E-17, E-33, `since` required on E-31, proposal amount range, bp above 10000, `resolveRange` edge cases, §9.6 limits not in JSON Schema, example directory names, `not_implemented` on no operation (§14.3, §14.4.3, §14.5). |
| 0.3 | 2026-10-17 | Orchestrator resolutions of the plans' open points. D-004: M2a and M2b create shell files and modules in later milestones' paths, ownership of `Cargo.lock` and every `Cargo.toml` (§11.2, §11.3, §14.7). D-015: server seams: middleware in `router.rs`, rate limit in `src/api/rate_limit.rs` on one marked line, `src/tasks/` for M4, `AuditWriter`/`PushQueue` traits with no-op implementations, `next_occurrence_date` and day clamping in `kvitt-domain` (Rust only), M3 writes the recurring generation function, M4 lands after M3 (§6.3, §9.5, §11, §14.5.2, §14.7). D-016: the OpenAPI equality test compares parsed values; representational edits need no spec bump (§11.3, §14.8). D-017: feature convention, analytics types in `se.hagstedt.kvitt.model.analytics`, string placement and key prefixes, `MissingTranslation` in every module (§6.2, §13.4, §14.5.4, §14.7). D-018: empty fake scenario; `resolveRange` throws a typed `IllegalArgumentException` subclass for an incomplete `CUSTOM` range (§6.2, §14.5.4). D-019: ledger rows and expense editor fields in `:core:design` (§6.2, §11.2). D-020: no bundled font, Material 3 default typeface (§6.2, §13.4). D-021: `sync_mutations` pruning daily at 04:00 (§14.1, §14.4.9). D-022: development infrastructure as M2c-dev built it (`c885aba`): Firebase through the REST API with a gcloud token, no Firebase CLI, secrets and `google-services.json` in `infra/secrets/` copied by `infra/dev/copy-google-services.sh`, Firebase resources and the `kvitt-fcm` service account (`roles/firebasecloudmessaging.admin`) exist; dev stack without Caddy or TLS, bind-mounted data, `infra/secrets/` mounted at `/secrets`, env file `infra/dev/.env.example`, `healthcheck` used by compose; the server starts when `KVITT_TRUSTED_PROXY` does not resolve; new M2c-dev gate (§10 intro, §10.4, §10.7, §11.2, §14.7). D-023: M2c-pi allowances, HUMAN steps, `.gitea/workflows/`, secret modes for uid 1000 (§10.2, §10.3, §11.2, §14.7). D-024: release keystore command, kept outside the repository (§10.6). D-025: production import procedure and the `/opt/kvitt/import` bind mount (§10.2, §10.8). Without a decision id: exact Rust version pin shared by `rust-toolchain.toml` and the Dockerfile (§10.3); the §9.7 colour change lands before M6 (§11.1); per-screen states are U2's list (§13.3); landing page copy (§13.3, AC-2.5); M8 owns network security config, hardening, signing and version properties (§11.2); U1's gate names the six phase-1 screens (§11.2); category table path (§10.8); implementation agents never edit the spec or the decisions log (§14.8). |
| 0.4 | 2026-10-17 | Decisions from the M2a (`fdf2093`) and M2b (`fad6fc9`) implementation reports. D-005: the eight normalisations of the OpenAPI equality test and the `CommonRules` modifier in `openapi.rs` (§11.3, §14.8). D-006: the wrong-bp-sum token is `bp_sum_not_10000` with an explicit serde rename in Rust; Kotlin emits the same token (§14.5.1, §14.5.3). D-007: the no-unwrap rule enforced per crate with `#![cfg_attr(not(test), deny(clippy::unwrap_used, clippy::expect_used))]` (CLAUDE.md). D-010: screenshot tests with Roborazzi 1.76.0 on Robolectric 4.17, `@Config(sdk = [36])`, `roborazzi.test.verify=true`, re-record with `recordRoborazziDebug` (§6.2, §11.2). D-011: `IncompleteCustomRangeException` for an incomplete `CUSTOM` range; `ALL_TIME` with the earliest expense after today gives today..today (§14.5.4). D-012: Room 3 (`androidx.room3` 3.0.3, KSP only, `SQLiteDriver` with `sqlite-bundled`, migrations on an `SQLiteConnection`); M2b created the entities and `KvittDatabase` v1, whose exported schema `1.json` is a contract file; M5 builds on them (§6.2, §11.2, §11.3, §14.2, §14.2.3, §14.7, §14.8). D-013: JDK 25 `--add-exports`/`--add-opens` for Robolectric in `build-logic` (§6.2). D-014: `failOnNoDiscoveredTests` off only for modules without `src/test` (§6.2). D-008 and D-009 unused. Clarifications without a decision id: exact Rust pin (1.99.1) shared by `rust-toolchain.toml` and the Dockerfile, `TARGETARCH` arm64 (shipped) and amd64, distroless pinned by digest (§6.3, §10.3); chrono stands (§6.3); `kvitt-domain` depends only on `serde` (§6.3, CLAUDE.md); `AuditWriter` and `PushQueue` as built (§6.3, §14.7); protocol check before token check (§6.3, §14.3.1); 405 with an empty body and the version header (§14.3.1); body limits as router layers (§8.6); `app_version_code` updated only from a present, parseable `X-Kvitt-App-Version` (§8.2); E-1 `schema_version` from a code constant; E-2 `initialized` means an admin user exists (§14.3.4); `healthcheck` uses the port of `KVITT_BIND`; `cargo run -p kvitt-server -- <command>` from the workspace root (§10.4); `minSdk` 36, `compileSdk` and `targetSdk` 37, Material 3 1.4.0 pinned beside the Compose BOM, AGP 9 `check` runs only the debug unit-test variant, version code and name from `kvitt.versionCode`/`kvitt.versionName` defaulting to `1`/`dev`, feature convention documented in `android/README.md` (§6.2); `FieldError.error` may be `validation_failed` for §9.6 rules without a domain token (§9.6, §14.2.4); `AnalyticsState` has no error field and a missing custom date resolves as today (§14.2.4, §14.5.4); `DrillDownState.title` stays a `String` of unlocalised parts and S-12 formats its own title (§14.2.4); a settlement row in an account's list shows that account's allocation (AC-11.7, §14.2.4); the `AnalyticsMeasure.Share` / `model.Share` name collision is accepted (§14.2.4, §14.5.4). |
| 0.5 | 2026-10-17 | Decisions from the M3 (`503cee5`) and M5 (`c28c52b`) implementation reports. M3: D-030 picture version after a removal, `-removed` marker, next version = highest on disk + 1, first upload 1 (AC-4.4, §10.4, E-10); D-031 failed accept = any 4xx but 429, refused until 60 minutes after the first failure, fixed windows (AC-2.12); D-032 rate-limit keying by token hash, 401 counts against the IP, never-accepted tokens refused when the IP is over, `KVITT_TRUSTED_PROXY` re-resolved every 60 s, last `X-Forwarded-For` entry, `into_make_service_with_connect_info` added by M4 (§8.6, §10.4, §11.3); D-033 resume moves `last_generated_period` only to a period at or after `start_period` (§9.5); D-034 strings stored trimmed, transparency flattened onto white, `fcm_token` non-empty or null, revoke clears `fcm_token`, idempotent archive keeps `server_version`, new category `sort_order` over non-deleted (§8.6, §9.6, AC-3.5, AC-4.4, AC-7.3, E-17, E-20, E-21, E-25, E-26). M5 (renumbered: its D-030 to D-033 are D-040 to D-043): D-026 `cursor_ahead` is epoch recovery (§14.4.2); D-027 `clock_skew` gives a new `pending_mutation_id`, and the phone re-stamps `updated_at` on the next attempt (orchestrator decision, follow-up open) (§14.4.5); D-028 periodic work `kvitt-sync-periodic` (§14.4.1); D-029 `OnlineResult.Failed("network", null)` (§14.2.4); D-040 whole-request push refusals count as no progress, 429 retries, 426 stops (§14.4.5); D-041 `DataBindingsModule` (§6.2); D-042 Room tests on Robolectric, migrations from the exported JSON (§6.2); D-043 pairing status and 426 version code in DataStore (§8.2, §14.2.2). D-035 to D-039 reserved for M4. Clarifications without a decision id: control characters restricted only in `notes`, newlines accepted in names and descriptions (§8.6); landing page without download button while no APK is published, 404 page, `Referrer-Policy` and `Cache-Control` headers (AC-2.5, §13.3); generation sets the template's `updated_at` (§9.5); E-28 accepts archived accounts and categories (AC-6.4); E-14 on an accepted invite is 204 with no change; `/health` from the healthcheck counts against loopback (§8.6); M3's tests in one binary `tests/core_api/` (§14.7); sync triggers, batch and page sizes (AC-15.3, §14.4.1); 426 stops syncing until the installed version changes and `HomeState` has no update-required field (§14.2.4, §14.3.1); pictures always fetched at 512; `NeedsInstallPermission` once (AC-16.3); `Rejection.summary`, `FieldChange` display and `RecurringTemplate.draft.date` as documented in `:data` (§14.2.4); M8 contract requests (§11.3). |
| 0.6 | 2026-10-18 | Decisions from the M4 (`bd6f10a`) implementation report. D-035: a mutation whose `mutation_id`, `entity_type` or `entity.id` is unusable fails the whole request with 400 `invalid_request`; every other shape error is a per-mutation `validation_failed` (§14.4.4 step 3). D-036: `POST /sync` with 0 mutations is 422 `batch_too_large`, the code now reads "outside 1 to 100" (§9.6, §14.3.2, §14.4.4). D-037: a delete of a never-synced row runs the full step-8 validation; every rejection carries the stored row or null as `current`, also at steps 3 and 4; step 11 keeps the stored `created_at`; pushed ids must be canonical lowercase hyphenated UUIDs (§14.4.3, §14.4.4). D-038: FCM retries are one send plus up to three retries at 1 s, 5 s, 25 s; 401 drops the cached access token and is not retried, other 4xx are not retried; retries block the single sender task up to 31 s per device (§14.6). D-039: pruning deletes `received_at` strictly older than 90 days; seam change to D-015: `tasks::start` returns the `AppState` with the real push queue and `serve` builds the router from it, `AppState::new` defaults to `SqlAuditWriter`, `NoopAuditWriter` removed, `NoopPushQueue` kept for push disabled (§6.3, §14.1, §14.4.9; PLAN-M4). Clarifications without a decision id: §14.4.4 step 8 order is field rules, domain rules, references; a negative `since` is `invalid_request` and a pull reads one page in a single read transaction (§9.6, §14.3.4, §14.4.2); push runs in one `BEGIN IMMEDIATE` with a savepoint per mutation; the push queue is bounded at 100 and drops the oldest with a warning; the FCM JWT is RS256 with `kid` = `private_key_id`, the access token cached until 5 minutes before expiry, messages data-only with string values; `UNREGISTERED` or 404 clears the device token only if unchanged; an unusable credentials file disables push like a missing one (§6.3, §14.6); the scheduler reads the injected clock at least every 30 s, runs a missed job once after a forward jump and re-plans after a backward jump of more than a day (§9.5); `rotate-epoch` prints the new epoch, exit 0 or 1 on a database error (§10.4); `serve` uses `into_make_service_with_connect_info` (D-032 fulfilled, §8.6, §11.3); `GET /i/` with an empty code is the HTML 404 (E-4); reqwest (rustls, aws-lc-rs, platform verifier) and jsonwebtoken added, so the arm64 image needs a C toolchain stage and the distroless image CA roots, to be confirmed by M2c-pi or M10; the dev image was rebuilt with them on the Mac on 2026-10-18 (§6.3, §10.3); M4's test binaries and scheduler path (§11.3, §14.7). |
| 0.7 | 2026-10-18 | Decisions from the M9 (`ab298ab`) implementation report and the importer rehearsal on the real exports. D-044: nine Swedish Splitwise category names added to the §10.8 table and to `splitwise_categories.csv` with the key of their English equivalent (Städning and Verktyg - Övrigt `utilities`, Tjänster `home`, Cykel `transport`, Flyg `travel`, Spel `entertainment`, Kläder `shopping`, Livet - Övrigt and Utbildning `other`). D-045: reconciliation: the run commits only if each user's balance of the whole account equals the sum of the file's totals rows (one per currency, converted with `--fx`); a mismatch or a missing totals row rolls back and exits 4, a dry run reports the same, an account already holding other rows rolls back, a mismatch after any `--fx` conversion is reported but accepted (§10.8, AC-17.5). D-046: CLI semantics: `--user` takes a user id or an exact unique display name; no database is created or migrated, `meta.schema_version` must be 1; a dry run runs the full transaction and rolls back; exit codes 0 ok, 1 database or file error, 2 usage, 3 cannot import, 4 reconciliation mismatch; the import key uses an existing account's stored name; an empty description or one over 1000 code points makes the row invalid; descriptions over 100 code points are cut with the full text in `notes`; settlement notes cut to 200; both nets zero is mode `full` on the owner; idempotency through the existing `import_key` columns (§10.8, AC-17.5). M9 marked landed, M11 rehearsal recorded (§11.2, §11.3). |
| 0.8 | 2026-10-18 | Decisions from the owner's UX session (`docs/ux/proposed-decisions.md` UX-1 to UX-8 on branch `UX-sprint`). D-047: direction 3 "Kalas" with the muted palette, typeface per D-020 (§9.7, §13.4). D-048: navigation stays at three destinations, an "Aktivitet" tab not taken for v1; §13.2 binding. D-049: category suggestion from the description, new §9.11 (CS-1 to CS-7: new expenses only, manual choice wins, history most often then first token, keyword table, AC-8.6 default, no marker), AC-8.6, `ExpenseRepository.suggestCategory` (§14.2.4), Kotlin-only `suggestCategory` in `:domain` with the `UnicodeText` interface bound by `:data` and `suggest_category.json` as landed by M12a (`6b60ef7`) (§14.5.5, §14.5.6), contract file `contracts/category-keywords.csv` (§14.8). D-050: S-1 display-name field on a first pairing (AC-2.4, §13.3). D-051: §9.7 hex values become the muted Kalas values from U2, token names fixed, `slate` and `amber` `TODO(U2)`. D-052: "Utgiften sparades" without undo (S-7), archived account hides the FAB (S-5), per-account settle-up keeps the swap and an editable amount (S-9), avatar tokens `avatar-1` and `avatar-2` (AC-4.5), Swedish effect copy (AC-8.10). D-053: finer Splitwise mapping (§10.8). D-054: fourteen default categories (`housing`, `insurance`, `children`, `fees` added; AC-7.2), icons `key`, `shield`, `account_balance` (33), colours `slate`, `amber` (14), server schema 2 through migration 0002 rebuilding `categories` (§14.1.1, locked as `contracts/schema/migrations/0002_categories_v2.sql`, copied from M12a's file; no `server-v2.sql`, §14.8), importer schema check 2 (§10.8), enums in §14.2.4 and §14.3.3, E-1 `schema_version` 2; Room schema unchanged. New milestone group M12 "Category contract v2" (M12a contracts, then M12b server and M12c Android in parallel; M6 and M7c wait for M12c) (§11). |
| 0.9 | 2026-10-18 | Outcomes of M12b (`2e2ebe7`) and M12c (`e499107`), U2 (landed `16c4d01`) and UX-9. D-055: the keyword table is copied from `contracts/category-keywords.csv` at build time by `:data:copyCategoryKeywords` and `:core:fakes:copyCategoryKeywords` (AGP generated resource directory), a missing file fails the build, packaged as `se/hagstedt/kvitt/data/category-keywords.csv` (and the fakes path in debug), no committed copy, a `:data` test asserts byte identity and the §14.8 rules; supersedes the `android/data/src/main/resources` copy (§11.2 M12c, §14.2.4, §14.7, §14.8). D-056: pure `parseCategoryKeywords(csv)` in `:domain`, shared by `:data` and `:core:fakes` (§14.5.6). D-057: `DefaultCategoryKey` declared in AC-7.2 order; the Rust wire enum, the OpenAPI enum and the 0002 `CHECK` list the ten v1 keys then the four new ones; wire values unaffected (§14.2.4). D-058: test harnesses seed users after the fourteen category seeds (`server_version` 15 and 16); `E-7-me/response.json` shows 15 and 16 and its test compares them again (§14.3.5). D-051 fulfilled: §9.7 hex values from `docs/ux/design-spec.md` §2.3; `design-spec.md` is the binding design document and `strings.csv` (558 rows, D-017 prefixes, plurals as `key:one`/`key:other`) the source of string resources (§13.4). D-059: UX-9 accepted as a contract change: `ExpenseEditorOptions.frequentCategoryIds` and `CategoryRepository.deletable(id)` with their readings and fallbacks (§14.2.4), new milestone M12d (§11, §14.7); M7a to M7f depend on M6 and M12d. Clarifications without a decision id: `suggestCategory` history is every non-deleted expense (pending included, all accounts, both users), active categories neither archived nor deleted, fallback last-used in the account if active else `other`, null account gives `other`; when `other` is archived and no active last-used exists the result is null and the editor shows no category until the user picks one (AC-8.6, §9.11 CS-5, §14.2.4); stored `expense_date` values are valid ISO dates (§9.6), so parsing cannot fail. §11.2: M12a, M12b, M12c, U1, U2 landed, M6 started 2026-10-18; dry run of 2026-10-18 (Vardag 1746 rows, 0 unmapped; Hemma 37 rows, 0 unmapped; both reconciled) (§11.2, §11.3). §10: development stack migrated to schema 2 on 2026-10-18 after a backup. PLAN-M12b: bundled SQLite is 3.51.x (3.51.3), not 3.50. |
| 0.10 | 2026-10-18 | Outcomes of M12d (`bdba9d3`) and M6 (`3080804`) and two owner-approved string decisions. D-060: `frequentCategoryIds` holds only categories used in the account (possibly fewer than five or empty); filling to five and placing the selected category fifth stays in the editor; not a contract change (§14.2.4). D-061: a key for every active account (empty list when unused), none for archived accounts; ties by count, `sort_order`, then category id (§14.2.4). D-062: `deletable` is false for an unknown or deleted id; archived categories follow AC-7.6; fake `delete` and `deletable` share one rule (§14.2.4). D-063: charts on Compose `Canvas` in `:core:design`, not Vico (3.3.1 cannot meet design-spec §3.10); Vico stays in the catalog unused, removable later (§6.2). D-064: Material 3 Expressive against material3 1.4.0: `ShortNavigationBar` used; `MaterialShapes`, `ButtonGroup`, `LoadingIndicator`, `LinearWavyProgressIndicator`, medium extended FAB, button sizes, segmented list items, expressive slider, `MotionScheme.expressive()` and the increased shapes take fallbacks; fulfils design-spec §6 open point 5 (§6.2). D-065: sv and en month and weekday tables in `DateFormatter`; chart labels without dots; file sizes in SI megabytes with one decimal (§9.8). D-066: golden layout per component sheet × light/dark × sv/en, plus 200 % for long states, switched through a configuration context; M7a to M7f follow it (§6.2). D-067: English default name of `restaurants` is "Dining" (AC-7.2, `strings.csv`, `:core:design`). D-068: shared `ledger_settlement_label` ("Payment" / "Betalning") for the settlement row's type label; settlement row titles may wrap to 2 lines (3 at 200 %); an empty chart range shows only the 0 baseline (§13.3, §13.4). Without a decision id: `:core:design` described as built (§6.2); `SyncStatusPill` takes a `failed` flag until `SyncSummary` gets a "last attempt failed" field (§13.3, M8 request); M6's M8 contract requests `LocalAvatarPictures`/`AvatarPictures` (authenticated E-11 request from user id and `pictureVersion`), `ProvideHousehold(me, partner)`, `LocalKvittClock`; design-spec §2.7 One UI font check at the M8 install (§11.3). §11.2: M12d and M6 landed, M7a to M7f started 2026-10-18. |
| 0.11 | 2026-10-18 | Outcomes of the M7 wave (M7a `b9b061a`, M7e `6ac711d`, M7d `082b8dc`, M7b `31760f9`, M7c `1e42f76`, M7f `a54eb7c`) and the design-system fix pass M6b (`3a1bd14`); owner approved in advance. D-069: S-11 total caption "<range> · Hushållet" / "<range> · N veckor", label "Totalt · Min del" for my share, whole-month ranges for month presets and days otherwise, legend and stacking by `sortOrder` and `AccountRepository.all()` order, `AnalyticsState.groups` order unspecified, loading = `lastSuccessAt == null` with skeleton cards, offline looks like loaded (§13.3, §14.2.4). D-070: S-12 week title per `strings.csv` ("Vardag, vecka 41"), whole-range title "<name>, <range caption>", no error state on S-11/S-12, no loading state on S-12 (§13.3). D-071: top-level screens S-3, S-4, S-11, S-13 render their own `KvittNavigationBar` with `onNavigate`, no second bar in `:app`; navigation-argument keys are feature constants read through `SavedStateHandle`; result snackbars shown by the screen returned to, account-archived snackbar with undo (§13.2). D-072: a new template's day of month defaults to today (AC-9.8, S-19). D-073: S-22 "Sök efter uppdatering" reports "Du har den senaste versionen" when `UpdateState` stays `None`; network failure indistinguishable, accepted for v1 (new AC-16.6, §14.2.4, §11.3). D-074: `FieldError.field` values are the model property names; an edited settlement keeps its saved rows, "Föreslå igen" re-proposes; S-9's untouched-accounts line derives from Home balances (AC-11.6, §13.3, §14.2.4). D-075: the D-060 fill is `:core:design`'s `quickRowCategories`, replacing design-spec §3.7's interim rule (§14.2.4). D-076: category labels up to two centred lines, long custom names end in "…" (§13.3 S-7). D-077: day ranges in captions and summaries written out with the year, chip and S-12 title keep the short form (§9.8). D-078: stored amounts open for editing with both decimals, ratio percents trimmed (§9.6). D-079: shared keys `common_ok`, `common_undo`, `editor_split_full_on_you` and the M7b–M7f module keys recorded in `strings.csv` (578 rows, header included) (§13.4). D-080: "Synka nu" on S-8, S-10 and S-16 is online only; discard dialogs of S-6, S-7, S-9, S-19 have no body text (§9.9, §13.3). Without a decision id: §6.2 `:app` Hilt wiring before M8 (release binds `:data` since `e6ad858`, the debug fakes module `72f21b2` is deleted by M8) and feature screenshot tests full screen at 411 × 891 dp xhdpi; §13.3 S-1 generic help line, S-2 blank-name error, S-3 error state, S-5 non-sticky month headers and "60/40" ratios (`common_ratio`), S-16 pending rows use the shared ledger rows, "Senare" hides the update banner for the ViewModel's lifetime; §11.3 contract requests for a later contract pass (M12e). §11: M7a–M7f and M6b landed, M8 and M7g started 2026-10-18 (M8 holds D-085 to D-089, renumbered to D-081 onwards on landing); §14.7 owners after landing. |
| 0.12 | 2026-10-18 | Outcome of M8 app integration (`369e516` and `00a14a3`, gate green: BUILD SUCCESSFUL, 710 actionable tasks). D-081: both variants bind `:data` through `di/AppDataModule.kt` in `src/main` (includes `DataBindingsModule`); `DebugFakesModule` deleted; fakes only in tests and feature previews; `:app` tests on a plain `Application`; revises D-041 (§6.2, §11.3). D-082: a network security config cannot express IP ranges, so the debug config allows cleartext everywhere and `SessionRepositoryImpl.normaliseServerUrl` enforces the AC-2.8 limit; release config in `src/main`, debug override in `src/debug`, pinned-root config in `src/releasePinnedRoot/res` behind `kvitt.tls.pinnedRoot`; the debug `InsecureBaseConfiguration` lint warning is intended (§8.5, §10.5.3, AC-2.8). D-083: FCM registration by Firebase Installation ID (firebase-messaging 26.0.0, BoM 35.0.2, google-services 4.5.0): `register()` while paired and at each start, `onRegistered(fid)` sends `fcm_token` through E-17, `unregister()` on revoke, `firebase_messaging_installation_id_enabled` meta-data; no server change, `fid` field as a follow-up request (AC-13.7, §6.2, §14.6). D-084: an invite link opened while paired is ignored, never re-pairs (AC-2.6). D-085: a tap on the generic notification, a deletion or `sync_batch` opens Home; unknown type or `v` ≠ 1 only syncs; channel `activity`, notification id = hash of `entity_id`, `sync_batch` id 1; push handled by an expedited WorkManager job calling `syncForPush` (20 s) then building the text from Room (AC-13.6, §14.6). Without a decision id: the session gate (S-1, S-2, S-18; S-3 while `partner == null`) in §13.2; M8's `:app` wiring facts (`LocalKvittHousehold`, `LocalKvittClock`, `LocalAvatarPictures`, permission after the first sync, sync and update triggers, unsigned release without keys, exported components) in §11.2, §11.3, §8.8, §10.6, AC-2.9; M8's contract requests on the §11.3 M12e list (`PushEvent` to `:core:model`, S-22 licences, detail-screen snackbar hosts, S-7/S-8 snackbar strings, launcher icon, `fid`); new OQ-5 (licences screen, default not in v1). §11: M8 and M7g (`34a2590`) landed; M12e started 2026-10-18. The end-to-end pairing, offline and push test and the design-spec §2.7 typeface check on the phone are still to run. |