From 69b3ed8ea91a960a65a7cd75f799a57cbb64ef62 Mon Sep 17 00:00:00 2001 From: siddharthd Date: Wed, 29 Jul 2026 22:22:42 +1000 Subject: [PATCH] docs: catch CLAUDE.md and the UI review up with the shared-expenses rebuild MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The redesign is live (2026-07-28); only the loan model remains a proposal. The UI review's 'settled is dead data' guidance described the pre-rebuild state and is superseded — settled now gates ACTIVE_OBLIGATION. --- CLAUDE.md | 9 +++++---- docs/ui-information-architecture-review.md | 7 ++++--- 2 files changed, 9 insertions(+), 7 deletions(-) diff --git a/CLAUDE.md b/CLAUDE.md index b127057..9ee9907 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -506,11 +506,12 @@ See `README.md` → **Known Gaps / TODOs** for full details. **Payment provider tracking**: `merchant_normalized` currently conflates payment provider (PayPal, Afterpay, Zip) with the actual merchant. Plan: add `payment_provider` column, update Gemini prompt to extract it separately, backfill from `merchant_name` patterns, surface in UI filters. -### Open as of 2026-07-26 +### Open as of 2026-07-29 -- **Shared expenses redesign** — `docs/shared-expenses-design.md`. Phase 0 done; - Phases 1–4 unbuilt. Deliberately paused to live with the current behaviour - before committing to a model designed in one session. +- **Shared expenses: loan section only** — the redesign in + `docs/shared-expenses-design.md` is built and live as of 2026-07-28; the + loan model at the end of that doc remains a proposal (Sonu's `…emi` + contributions still read as ordinary transfers). - **Expense baseline / emergency reserve** — `docs/expense-baseline.md`. One-off analysis, nothing built. Records four data corrections the raw numbers need (misfiled Raiz/super/brokerage debits, `other` credits read as negative spend, diff --git a/docs/ui-information-architecture-review.md b/docs/ui-information-architecture-review.md index f396fa5..77887c5 100644 --- a/docs/ui-information-architecture-review.md +++ b/docs/ui-information-architecture-review.md @@ -530,9 +530,10 @@ The unfiltered balance cards correctly implement a running ledger: > splits minus payments -This is coherent and should not be changed to exclude splits marked `settled`. -The `transaction_splits.settled` field is dead data and must not be used for new -UI claims. +*(Superseded 2026-07-28: the shared-expenses rebuild made `settled` +load-bearing — it gates `ACTIVE_OBLIGATION` and survives split rewrites. See +`docs/shared-expenses-design.md` for the live model; the paragraph above +described the pre-rebuild state.)* ### What the current model cannot answer