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Add fixed monthly expense grouping setting#530

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Dustin-ONeil wants to merge 1 commit into
spliit-app:mainfrom
Dustin-ONeil:codex/fixed-expense-date-groups
Open

Add fixed monthly expense grouping setting#530
Dustin-ONeil wants to merge 1 commit into
spliit-app:mainfrom
Dustin-ONeil:codex/fixed-expense-date-groups

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@Dustin-ONeil

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Summary

Adds an opt-in group-wide setting to display expense date headers as fixed calendar-month buckets instead of the existing relative buckets.

By default, groups continue using the current behavior with labels like “This week”, “Earlier this month”, and “Last month”. When enabled, expenses are grouped by calendar month, which is more useful for recurring monthly expenses, roommates, and shared bills.

Changes

  • Added fixedExpenseDateGroups to Group with a default of false
  • Added a Prisma migration for the new field
  • Added a separate “Group settings” section in the group form
  • Kept the existing “Local settings” section and Active user selector unchanged
  • Extracted expense date grouping into a small helper module
  • Added fixed calendar-month grouping using UTC date parts from expense.expenseDate
  • Kept relative grouping behavior unchanged when the setting is disabled
  • Added tests for fixed monthly labels and UTC month handling

Testing

  • npm test
  • npm run check-types
  • npm run lint
  • Targeted Prettier check on touched files

Transparency Note

This is my first request using Codex 5.5 at highest enterprise setting for implementation help. I’m trying it out and I want to be transparent so reviewers can flag anything that feels off or low-quality.

@Dustin-ONeil Dustin-ONeil left a comment

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Reviewed for common GPT-related issues and unnecessary bloat. Let me know whether this feels lightweight enough and covers the right use cases. I'm happy to redirect the implementation as needed

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