Build a personal finance dashboard as a static web app in this directory: index.html, s…

claude-codeclaude-fable-5 · 77 steps · 13m 51s · 8 filessession a217294b-d60@patrick-toulme
Build a personal finance dashboard as a static web app in this directory: index.html, style.css, app.js, data.js, charts.js. Transactions table with add/edit/delete + localStorage, monthly budget bars, a canvas spending-over-time chart, category filters, CSV import/export, dark theme, keyboard shortcuts, and a self-test page (tests.html) that exercises the core logic. Run your tests with a headless check (node) and fix what fails.
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tests.jschange 1/1
/*
 * tests.js — self-tests for the core logic in data.js (+ pure parts of charts.js).
 * Runs headless via `node tests.js` (exit code 1 on failure) and in the
 * browser via tests.html, which renders window.TestResults.
 */
(function (root) {
  'use strict';
 
  var isNode = typeof module === 'object' && !!module.exports && typeof require === 'function';
  var F = isNode ? require('./data.js') : root.Finance;
  var Charts = isNode ? require('./charts.js').Charts : root.Charts;
 
  var results = [];
 
  function test(name, fn) {
    try {
      fn();
      results.push({ name: name, pass: true });
    } catch (e) {
      results.push({ name: name, pass: false, error: e && e.message ? e.message : String(e) });
    }
  }
 
  function assert(cond, msg) {
    if (!cond) throw new Error(msg || 'assertion failed');
  }
 
  function eq(actual, expected, msg) {
    var a = JSON.stringify(actual);
    var b = JSON.stringify(expected);
    if (a !== b) throw new Error((msg || 'not equal') + ': got ' + a + ', want ' + b);
  }
 
  function approx(actual, expected, msg) {
    if (Math.abs(actual - expected) > 1e-9) {
      throw new Error((msg || 'not approx equal') + ': got ' + actual + ', want ' + expected);
    }
  }
 
  function throws(fn, msg) {
    var threw = false;
    try { fn(); } catch (e) { threw = true; }
    if (!threw) throw new Error(msg || 'expected an error to be thrown');
  }
 
  function tx(date, desc, cat, amount, id) {
    var t = { date: date, description: desc, category: cat, amount: amount };
    if (id !== undefined) t.id = id;
    return t;
  }
 
  /* ---------- validation ---------- */
 
  test('validateTransaction accepts a valid expense', function () {
    var v = F.validateTransaction(tx('2026-07-05', 'Lunch', 'Dining', -12.5));
    assert(v.ok, v.errors.join('; '));
  });
 
  test('validateTransaction accepts a valid income', function () {
    assert(F.validateTransaction(tx('2026-07-01', 'Salary', 'Income', 4200)).ok);
  });
 
  test('validateTransaction rejects impossible calendar dates', function () {
    assert(!F.validateTransaction(tx('2026-02-30', 'x', 'Dining', -1)).ok, 'Feb 30');
    assert(!F.validateTransaction(tx('2026-13-01', 'x', 'Dining', -1)).ok, 'month 13');
    assert(!F.validateTransaction(tx('2026-00-10', 'x', 'Dining', -1)).ok, 'month 0');
    assert(!F.validateTransaction(tx('26-01-01', 'x', 'Dining', -1)).ok, 'short year');
  });
 
  test('isValidDate handles leap years', function () {
    assert(F.isValidDate('2024-02-29'), '2024 is a leap year');
    assert(!F.isValidDate('2023-02-29'), '2023 is not');
    assert(F.isValidDate('2000-02-29'), '2000 is (divisible by 400)');
    assert(!F.isValidDate('1900-02-29'), '1900 is not (divisible by 100)');
  });
 
  test('validateTransaction rejects empty description', function () {
    assert(!F.validateTransaction(tx('2026-07-05', '   ', 'Dining', -5)).ok);
  });
 
  test('validateTransaction rejects unknown category', function () {
    assert(!F.validateTransaction(tx('2026-07-05', 'x', 'Yachts', -5)).ok);
  });
 
  test('validateTransaction rejects zero, NaN, and empty amounts', function () {
    assert(!F.validateTransaction(tx('2026-07-05', 'x', 'Dining', 0)).ok, 'zero');
    assert(!F.validateTransaction(tx('2026-07-05', 'x', 'Dining', 'abc')).ok, 'NaN');
    assert(!F.validateTransaction(tx('2026-07-05', 'x', 'Dining', '')).ok, 'empty string');
    assert(!F.validateTransaction(tx('2026-07-05', 'x', 'Dining', Infinity)).ok, 'Infinity');
  });
 
  /* ---------- CRUD ---------- */
 
  test('nextId is 1 for empty list, max+1 otherwise', function () {
    eq(F.nextId([]), 1);
    eq(F.nextId([tx('2026-01-01', 'a', 'Other', -1, 3), tx('2026-01-02', 'b', 'Other', -1, 7)]), 8);
  });
 
  test('addTransaction assigns ids and does not mutate the input', function () {
    var a = [];
    var b = F.addTransaction(a, tx('2026-07-05', 'Lunch', 'Dining', -12.5));
    var c = F.addTransaction(b, tx('2026-07-06', 'Bus', 'Transport', -2.75));
    eq(a.length, 0, 'original untouched');
    eq(b.length, 1);
    eq(c.length, 2);
    eq(b[0].id, 1);
    eq(c[1].id, 2);
  });
 
  test('addTransaction trims description and rounds amount to cents', function () {
    var out = F.addTransaction([], tx('2026-07-05', '  Coffee  ', 'Dining', -10.567));
    eq(out[0].description, 'Coffee');
    approx(out[0].amount, -10.57);
  });
 
  test('addTransaction throws on invalid input', function () {
    throws(function () { F.addTransaction([], tx('bad', 'x', 'Dining', -1)); });
  });
 
  test('updateTransaction patches fields and keeps the id', function () {
    var list = F.addTransaction([], tx('2026-07-05', 'Lunch', 'Dining', -12.5));
    var out = F.updateTransaction(list, 1, { amount: -20, description: 'Big lunch' });
    eq(out[0].id, 1);
    eq(out[0].description, 'Big lunch');
    approx(out[0].amount, -20);
    eq(out[0].date, '2026-07-05', 'unpatched field kept');
    eq(list[0].description, 'Lunch', 'original untouched');
  });
 
  test('updateTransaction throws for unknown id and invalid patch', function () {
    var list = F.addTransaction([], tx('2026-07-05', 'Lunch', 'Dining', -12.5));
    throws(function () { F.updateTransaction(list, 99, { amount: -1 }); }, 'unknown id');
    throws(function () { F.updateTransaction(list, 1, { date: '2026-02-31' }); }, 'invalid patch');
  });
 
  test('deleteTransaction removes exactly one and throws on unknown id', function () {
    var list = F.addTransaction([], tx('2026-07-05', 'Lunch', 'Dining', -12.5));
    list = F.addTransaction(list, tx('2026-07-06', 'Bus', 'Transport', -2.75));
    var out = F.deleteTransaction(list, 1);
    eq(out.length, 1);
    eq(out[0].id, 2);
    eq(list.length, 2, 'original untouched');
    throws(function () { F.deleteTransaction(out, 42); });
  });
 
  /* ---------- months & aggregation ---------- */
 
  test('monthKey and monthLabel', function () {
    eq(F.monthKey('2026-07-28'), '2026-07');
    eq(F.monthLabel('2026-07'), 'Jul 2026');
    eq(F.monthLabel('2025-01'), 'Jan 2025');
  });
 
  test('shiftMonth crosses year boundaries both ways', function () {
    eq(F.shiftMonth('2026-01', -1), '2025-12');
    eq(F.shiftMonth('2025-12', 1), '2026-01');
    eq(F.shiftMonth('2026-07', -12), '2025-07');
    eq(F.shiftMonth('2026-07', 0), '2026-07');
  });
 
  test('monthRange returns consecutive months ending at endMonth', function () {
    eq(F.monthRange('2026-03', 3), ['2026-01', '2026-02', '2026-03']);
    eq(F.monthRange('2026-01', 2), ['2025-12', '2026-01']);
  });
 
  test('monthlyTotals splits spending and income per month', function () {
    var txs = [
      tx('2026-07-01', 'Salary', 'Income', 4200, 1),
      tx('2026-07-02', 'Rent', 'Housing', -1800, 2),
      tx('2026-07-10', 'Groceries', 'Groceries', -55.25, 3),
      tx('2026-06-15', 'Snack', 'Dining', -10, 4)
    ];
    var totals = F.monthlyTotals(txs);
    approx(totals['2026-07'].spent, 1855.25);
    approx(totals['2026-07'].income, 4200);
    approx(totals['2026-07'].net, 2344.75);
    approx(totals['2026-06'].spent, 10);
    approx(totals['2026-06'].income, 0);
  });
 
  test('monthlySeries fills quiet months with zeros, in order', function () {
    var txs = [tx('2026-05-10', 'a', 'Dining', -30, 1), tx('2026-07-01', 'b', 'Dining', -20, 2)];
    var s = F.monthlySeries(txs, '2026-07', 4);
    eq(s.map(function (d) { return d.month; }), ['2026-04', '2026-05', '2026-06', '2026-07']);
    eq(s.map(function (d) { return d.spent; }), [0, 30, 0, 20]);
  });
 
  test('categoryTotals sums only expenses, optionally per month', function () {
    var txs = [
      tx('2026-07-01', 'Salary', 'Income', 4200, 1),
      tx('2026-07-02', 'Mart', 'Groceries', -40.1, 2),
      tx('2026-07-05', 'Mart', 'Groceries', -9.9, 3),
      tx('2026-06-02', 'Mart', 'Groceries', -100, 4)
    ];
    eq(F.categoryTotals(txs, '2026-07'), { Groceries: 50 });
    eq(F.categoryTotals(txs)['Groceries'], 150);
    assert(!('Income' in F.categoryTotals(txs)), 'income excluded');
  });
 
  test('budgetStatus computes pct/remaining/over and sorts most-consumed first', function () {
    var txs = [
      tx('2026-07-02', 'Mart', 'Groceries', -450, 1),
      tx('2026-07-03', 'Feast', 'Dining', -300, 2)
    ];
    var rows = F.budgetStatus(txs, { Groceries: 500, Dining: 250 }, '2026-07');
    eq(rows[0].category, 'Dining', 'over-budget category first');
    approx(rows[0].pct, 1.2);
    assert(rows[0].over);
    approx(rows[0].remaining, -50);
    eq(rows[1].category, 'Groceries');
    approx(rows[1].pct, 0.9);
    assert(!rows[1].over);
    approx(rows[1].remaining, 50);
  });
 
  test('budgetStatus ignores transactions from other months', function () {
    var txs = [tx('2026-06-02', 'Mart', 'Groceries', -450, 1)];
    var rows = F.budgetStatus(txs, { Groceries: 500 }, '2026-07');
    approx(rows[0].spent, 0);
  });
 
  /* ---------- filtering & sorting ---------- */
 
  var filterFixture = [
    tx('2026-07-01', 'Fresh Mart', 'Groceries', -40, 1),
    tx('2026-07-02', 'Cafe Lumen', 'Dining', -12, 2),
    tx('2026-06-20', 'Fresh Mart', 'Groceries', -33, 3),
    tx('2026-07-03', 'Salary', 'Income', 4200, 4)
  ];
 
  test('filterTransactions by category', function () {
    var out = F.filterTransactions(filterFixture, { category: 'Groceries' });
    eq(out.length, 2);
    eq(F.filterTransactions(filterFixture, { category: 'All' }).length, 4);
  });
 
  test('filterTransactions by search is case-insensitive substring', function () {
    eq(F.filterTransactions(filterFixture, { search: 'MART' }).length, 2);
    eq(F.filterTransactions(filterFixture, { search: 'lumen' }).length, 1);
    eq(F.filterTransactions(filterFixture, { search: 'zzz' }).length, 0);
  });
 
  test('filterTransactions by month and combined filters', function () {
    eq(F.filterTransactions(filterFixture, { month: '2026-06' }).length, 1);
    var out = F.filterTransactions(filterFixture, { month: '2026-07', category: 'Groceries', search: 'fresh' });
    eq(out.length, 1);
    eq(out[0].id, 1);
  });
 
  test('sortByDateDesc sorts by date desc, id desc as tiebreak', function () {
    var txs = [
      tx('2026-07-01', 'a', 'Other', -1, 1),
      tx('2026-07-03', 'b', 'Other', -1, 2),
      tx('2026-07-03', 'c', 'Other', -1, 3)
    ];
    var out = F.sortByDateDesc(txs);
    eq(out.map(function (t) { return t.id; }), [3, 2, 1]);
    eq(txs[0].id, 1, 'original order untouched');
  });
 
  /* ---------- CSV ---------- */
 
  test('toCSV writes a header and escapes commas, quotes, newlines', function () {
    var txs = [tx('2026-07-05', 'Coffee, "special" beans', 'Groceries', -12.5, 1)];
    var csv = F.toCSV(txs);
    var lines = csv.split('\n');
    eq(lines[0], 'date,description,category,amount');
    eq(lines[1], '2026-07-05,"Coffee, ""special"" beans",Groceries,-12.5');
  });
 
  test('parseCSV handles quoted fields with commas, quotes, and newlines', function () {
    var csvText = 'date,description,category,amount\n' +
      '2026-07-05,"Coffee, beans",Groceries,-12.5\n' +
      '2026-07-06,"He said ""hi""",Other,-3\n' +
      '2026-07-07,"line one\nline two",Other,-4';
    var out = F.parseCSV(csvText);
    eq(out.errors, []);
    eq(out.transactions.length, 3);
    eq(out.transactions[0].description, 'Coffee, beans');
    eq(out.transactions[1].description, 'He said "hi"');
    eq(out.transactions[2].description, 'line one\nline two');
  });
 
  test('parseCSV accepts CRLF line endings and trailing newline', function () {
    var out = F.parseCSV('date,description,category,amount\r\n2026-07-05,Lunch,Dining,-12\r\n');
    eq(out.errors, []);
    eq(out.transactions.length, 1);
    approx(out.transactions[0].amount, -12);
  });
 
  test('parseCSV works without a header row', function () {
    var out = F.parseCSV('2026-07-05,Lunch,Dining,-12');
    eq(out.errors, []);
    eq(out.transactions.length, 1);
  });
 
  test('parseCSV reports bad rows with row numbers and keeps good ones', function () {
    var csvText = 'date,description,category,amount\n' +
      '2026-07-05,Lunch,Dining,-12\n' +
      'not-a-date,Foo,Dining,-5\n' +
      '2026-07-06,Bar,Nonsense,-5\n' +
      '2026-07-07,Baz,Dining,abc\n' +
      'only,three,fields';
    var out = F.parseCSV(csvText);
    eq(out.transactions.length, 1);
    eq(out.errors.length, 4);
    assert(out.errors[0].indexOf('row 3') === 0, 'row number in error: ' + out.errors[0]);
  });
 
  test('CSV round-trip preserves every field', function () {
    var txs = [];
    txs = F.addTransaction(txs, tx('2026-07-05', 'Coffee, "special"', 'Groceries', -12.5));
    txs = F.addTransaction(txs, tx('2026-07-06', 'Salary\nJuly', 'Income', 4200));
    var out = F.parseCSV(F.toCSV(txs));
    eq(out.errors, []);
    eq(out.transactions.map(function (t) { return [t.date, t.description, t.category, t.amount]; }),
      txs.map(function (t) { return [t.date, t.description, t.category, t.amount]; }));
  });
 
  test('importCSV appends with fresh ids and reports counts', function () {
    var existing = F.addTransaction([], tx('2026-07-01', 'Existing', 'Other', -1));
    var result = F.importCSV(existing,
      'date,description,category,amount\n2026-07-05,Lunch,Dining,-12\nbad-row,x,Dining,-1\n2026-07-06,Bus,Transport,-2.75');
    eq(result.added, 2);
    eq(result.errors.length, 1);
    eq(result.txs.length, 3);
    eq(result.txs.map(function (t) { return t.id; }), [1, 2, 3]);
    eq(existing.length, 1, 'existing untouched');
  });
 
  /* ---------- formatting ---------- */
 
  test('formatMoney adds thousands separators and cents', function () {
    eq(F.formatMoney(1234.5), '$1,234.50');
    eq(F.formatMoney(-0.5), '-$0.50');
    eq(F.formatMoney(0), '$0.00');
    eq(F.formatMoney(1000000), '$1,000,000.00');
  });
 
  test('formatMoneyShort compacts thousands for axis ticks', function () {
    eq(F.formatMoneyShort(950), '$950');
    eq(F.formatMoneyShort(1234), '$1.2k');
    eq(F.formatMoneyShort(15000), '$15k');
    eq(F.formatMoneyShort(-500), '-$500');
    eq(F.formatMoneyShort(0), '$0');
  });
 
  /* ---------- sample data ---------- */
 
  test('sampleData is deterministic and internally valid', function () {
    var a = F.sampleData('2026-07-28');
    var b = F.sampleData('2026-07-28');
    eq(a, b, 'same seed, same data');
    assert(a.length > 20, 'has a useful amount of data');
    var ids = {};
    a.forEach(function (t) {
      assert(F.validateTransaction(t).ok, 'every sample tx valid');
      assert(!ids[t.id], 'ids unique');
      ids[t.id] = true;
    });
    var months = {};
    a.forEach(function (t) { months[F.monthKey(t.date)] = true; });
    eq(Object.keys(months).length, 6, 'spans six months');
    assert(a.some(function (t) { return t.amount > 0; }), 'has income');
    assert(a.some(function (t) { return t.amount < 0; }), 'has expenses');
  });
 
  /* ---------- charts (pure helpers) ---------- */
 
  test('niceScale picks clean axis steps', function () {
    eq(Charts.niceScale(950), { max: 1000, step: 250 });
    eq(Charts.niceScale(0), { max: 100, step: 25 });
    eq(Charts.niceScale(4), { max: 4, step: 1 });
    var s = Charts.niceScale(3120);
    assert(s.max >= 3120, 'max covers the data');
    assert(s.max / s.step >= 3 && s.max / s.step <= 6, 'reasonable tick count');
  });
 
  /* ---------- report ---------- */
 
  var failed = results.filter(function (r) { return !r.pass; });
  var summary = {
    total: results.length,
    passed: results.length - failed.length,
    failed: failed.length,
    results: results
  };
 
  if (isNode) {
    results.forEach(function (r) {
      console.log((r.pass ? 'PASS' : 'FAIL') + '  ' + r.name + (r.pass ? '' : '  -- ' + r.error));
    });
    console.log('\n' + summary.passed + '/' + summary.total + ' tests passed');
    if (failed.length) process.exitCode = 1;
  } else {
    root.TestResults = summary;
    if (typeof root.onTestResults === 'function') root.onTestResults(summary);
  }
})(typeof self !== 'undefined' ? self : this);
 
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1 comment on this trajectory. Recorded by @patrick-toulme.
@patrick-toulme7/28/2026, 5:09:30 PM
Dogfood iteration 2 — first true 5-way head-to-head, uploaded after fixing the capture-scaffolding leak, the 4-session cap, and the live agent badges. All five harnesses, same prompt, exact captures. Safe to delete.
#claude #claude-code #claude-fable-5 #css #graphics #html #javascript #medium #skills #subagents #testing
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