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Progress

Living implementation and design-fidelity status for RICH.

Current status

The main offline app flows are implemented end to end. The current phase is a screen-by-screen visual fidelity pass plus shared-component consolidation. The original screenshots are stored in RICH Items/; the no-install reference is docs/mockups.html.

Last updated: 2026-07-22.

Completed in the current pass

Functional gaps closed

  • Added migration v4 and a real monthly/category budget repository.
  • Added budget editor, filled budget state, threshold progress bars, and transaction-detail linkage.
  • Added real home calendar day filtering and clear-filter behavior.
  • Added cross-platform subcategory creation from the transaction composer.
  • Added previous/next month loading on Home and analytics.
  • Added date selection and real +/- arithmetic to account transfers.
  • Added separate built-in income categories and reset category state when switching transaction type.
  • Persisted and reused custom category icon IDs across Home, category management, budgets, and details.
  • Added About and Privacy destinations; removed visible no-op rows.
  • Reworked data management into a Chinese backup/restore workflow centered on full database backup.

Layout and fidelity fixes

  • Registered every custom-header route with headerShown: false, removing accidental double headers and the resulting vertical overflow on 记一笔 and other pushed screens.
  • Made the tab bar safe-area aware and restored two visible tabs plus a lightweight center +.
  • Restored the original two-tone tab treatment: near-black active icon/label with a mint detail, gray inactive state, and the clock-style 预算/计划 icon.
  • Made the Home calendar card square, removed its unintended shadow, and let calendar bands reach the card edges across week boundaries.
  • Matched the empty 预算/计划 frame: square 146 px summary matrix, green header depth, white body, leader-line donut labels, and rectangular create button.
  • Matched transaction detail card/delete framing and account-group square corners.
  • Added a proportionally sized asset-goal illustration and vertical completion meter.
  • Matched category management/icon-picker framing: circular icon fields, original category ordering, five-column catalog, dashed section rules, and centered black add action.
  • Reworked both browser-mockup states for 预算/计划 around one persistent frame: green title field, square summary matrix, white scrolling body, and the standard bottom navigation.
  • Replaced the filled budget mockup's generic floating cards and FontAwesome category glyphs with a compact square-edged total band, solid-divided category list, and the RICH two-tone icon set.
  • Defined the budget state palette: mint below 80%, amber at 80-100%, and coral only above 100%.

Reusable implementation

Created constants/Design.ts and components/rich/:

  • ScreenHeader
  • MonthStepper
  • DashedDivider
  • ProgressBar
  • MoneyNumpad
  • AssetGoalIllustration

Existing shared parts retained:

  • CategoryIcon with 111 custom black/mint icons
  • DatePickerModal
  • PieChart and LineChart

The same MoneyNumpad now drives new transaction, transfer, and balance adjustment. The same header, month control, progress bar, and dashed divider are used wherever their visual contract applies.

Documentation completed

  • docs/COMPONENTS.md: visual tokens, dimensions, component APIs, composition patterns, screen map, budget empty/configured contracts, and acceptance checklist.
  • docs/FLOWS.md: current route registry and every reachable action/persistence flow.
  • docs/FEATURES.md: complete implemented feature inventory, data model, routes, and limitations.
  • docs/reference/rich-screens/: screenshot/icon analysis artifacts.
  • RICH Items/: archived original screenshots and earlier source snapshot for local reference.

Verification

Completed before this document update:

TypeScript: ./node_modules/.bin/tsc --noEmit       PASS
Unit tests: npm test                               PASS (24 tests)
iOS bundle: expo export --platform ios             PASS (1,173 modules, 3.18 MB)
Expo dependencies: expo install --check            PASS (SDK 54 local version map)

Current architecture decisions

  • Budget model is category-based monthly limits. Spending is derived from transactions; there is no transactions.budget_id.
  • Money is integer cents; dates are local ISO calendar strings.
  • Transfer is currently a matched pair of balance adjustments so it does not affect income/expense.
  • Data is local-first SQLite. Device-to-device movement uses full database export/restore.
  • Native runtime targets iOS/Android. docs/mockups.html is the browser-only preview.
  • Content cards are square/near-square; only true controls, pills, sheets, and circles are rounded.
  • Visible navigation remains 首页 + center add + 预算/计划.

Next work, in order

  1. Review 3b and 3c in docs/mockups.html and approve or adjust the remaining budget details: brand-mint hue, summary density, warning colors, and configured category-row density.
  2. Port the approved 预算/计划 mockup details into app/(tabs)/charts.tsx, the shared color tokens, and the native two-tone tab icons.
  3. Run the updated unit suite, TypeScript, and iOS production export; fix anything found.
  4. Start Expo and perform a target-device walkthrough of every route in docs/FLOWS.md.
  5. Capture current Home, 记一笔, 预算/计划, 趋势图, 资产管理, 自定义, and detail screens at the same viewport as the references and record pixel-level deltas.
  6. Bring the generic transaction edit form up to the same amount-first visual language.
  7. Decide whether custom categories need an explicit expense | income | both schema field.
  8. Add a transfer group ID and atomic paired-transfer repository if linked edit/delete is required.
  9. Add automated screenshot regression coverage after the target screens are visually approved.

Known limitations

  • No cloud sync, recurring entries, reminders, receipt attachment, search, or multi-currency conversion.
  • Custom categories currently appear in both expense and income composers.
  • Transfer rows are paired by convention, not by a persisted transfer ID.
  • The browser cannot run the native SQLite app; use the HTML mockup for no-install preview.
  • Final visual acceptance still requires device screenshots after this component pass.

Working rules for the next session

  • Read docs/COMPONENTS.md, docs/FLOWS.md, and this file before editing.
  • Compare against RICH Items/ rather than guessing dimensions.
  • Reuse components/rich/ before introducing local versions of a header, keypad, divider, month picker, or progress bar.
  • Do not regenerate or replace the 111 category icons unless a specific icon is identified as wrong.
  • Do not commit exported financial data, SQLite files, or user backups.
  • Do not commit or push unless explicitly requested.