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Wallet: exportable CSV statements (activity + per-child) - #220
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Working todo.md #2 (Wallet — full family financial OS). The wallet is already deeply wired (allowance cron credits the immutable ledger, AI coach reads real balances, reconcile is surfaced in admin); the only honest "coming soon" left is Stripe-Issuing cards. The real missing capability for a financial OS is an exportable statement — added it. - lib/wallet/activity.ts: pure toStatementCsv (RFC-4180 escaping; running balance computed oldest->newest over completed rows so the newest row shows the current total) + statementFilename. +6 tests (wallet-activity now 10). - activity-view.tsx: "Statement" download button respecting the active child/type/direction filters (disabled when empty); client-side Blob, no server round-trip. - child-detail-view.tsx: per-child "Statement" button in the Activity header. Verified: tsc clean, eslint clean, 1536 tests pass (+5), next build exit 0. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VJs1Px4GTVtA1jmzDZ4ShU
seed_wallet_ledger_one_family.sql + db:seed:wallet-ledger script. Seeds 500 public.wallet_transactions (the 0088 child allowance ledger the /wallet/activity page and the new CSV statement export read) for the target family: ensures the family wallet + a child_wallet with Spend/Save/Give/Invest buckets for each non-manager member, then 500 transactions across 8 types, both directions, 4 statuses, and ~180 days. RLS-repair preamble, metadata->>'seed'='wallet_ledger' idempotent tagging (delete-before-insert), verification SELECT. Validated on throwaway PG16: 500 rows, idempotent on re-run (still 500), every row has a resolved bucket, parent correctly excluded from child wallets. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VJs1Px4GTVtA1jmzDZ4ShU
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Summary
Working
todo.md#2 — Wallet, full family financial OS. An audit first confirmed the wallet is already deeply wired end-to-end:app/api/cron/wallet-allowance) credits the immutable ledger viacreditChildWalletand advancesnext_run_on./api/ai/wallet) computes balances from the ledger./admin/wallet/reconciliation.The real missing capability for a "financial OS" is an exportable statement. Added it:
Changes
lib/wallet/activity.ts— new puretoStatementCsv(txns):statementFilename(now)→bubaly-wallet-statement-YYYY-MM-DD.csv.components/wallet/activity-view.tsx— a Statement download button that exports exactly what's in view (respects the active child / type / direction filters; disabled when empty). Client-sideBlobdownload — no server round-trip, no external deps.components/wallet/child-detail-view.tsx— a per-child Statement button in the Activity header, exporting that child's history with their name.Tests
tests/wallet-activity.test.ts+6 (now 10): header/row shape, oldest→newest running balance, pending excluded from balance, RFC-4180 escaping, filename stamp.Verification
tsc --noEmitcleaneslintclean on changed filesvitest— 1536 tests pass (+5)next build— exit 0Remaining wallet gaps noted in the handoff for follow-up: Stripe Issuing (blocked on keys), a parent "run allowance now"/catch-up trigger (cron-only today), and a statement date-range picker.
🤖 Generated with Claude Code
https://claude.ai/code/session_01VJs1Px4GTVtA1jmzDZ4ShU
Generated by Claude Code