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Finance: remove Other Charges, add expense pie chart and Sankey diagram - #60

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Joe-Ortiz merged 3 commits into
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copilot/remove-other-charges-option
Mar 26, 2026
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Finance: remove Other Charges, add expense pie chart and Sankey diagram#60
Joe-Ortiz merged 3 commits into
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copilot/remove-other-charges-option

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Copilot AI commented Mar 25, 2026

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Removes the Other Charges option from the Finance page and replaces it with a Charts tab containing an SVG pie chart and Sankey diagram for visualizing spending.

Removed

  • Other Charges button, tab, list, and all related logic (renderCharges, charge branches in saveFinance/deleteFinance/openFinanceModal, charge contribution to updateFinanceSummary)

Added

  • Charts tab replacing the Other Charges tab, with two visualizations implemented in pure SVG (no external dependencies):
    • Expense pie chart — breaks down expenses by category with a color-coded legend and percentage labels
    • Sankey diagram — shows proportional flow from income sources to expense categories

Summary card update

updateFinanceSummary now computes totals from expenses and revenue only; charges no longer factor into the net balance.


Finance Charts

Original prompt

This section details on the original issue you should resolve

<issue_title>Remove "Other Charges"</issue_title>
<issue_description>Remove the other charges option from the Finance page. Users would also like to be able to visualize their spending (expenses) with a pie chart and Sankey diagram.</issue_description>

Comments on the Issue (you are @copilot in this section)


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Copilot AI changed the title [WIP] Remove other charges option from Finance page Finance: remove Other Charges, add expense pie chart and Sankey diagram Mar 25, 2026
Copilot AI requested a review from Joe-Ortiz March 25, 2026 23:09

@Joe-Ortiz Joe-Ortiz left a comment

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The other charges related tests need to be removed

@Joe-Ortiz

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@copilot try again

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@copilot try again

Co-authored-by: JoeProgrammer88 <7156063+JoeProgrammer88@users.noreply.github.com>
Agent-Logs-Url: https://github.com/SpeakingInBits/TaskManagerWeb/sessions/eb4cb3db-a950-49e7-a90d-e52ab518e9e9

Copilot AI commented Mar 26, 2026

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@copilot try again

Done in commit 61aba2c. Removed the charge management describe block (3 tests) from tests/storage.test.ts and updated the e2e tab-switching test in e2e/app.spec.ts to use the charts tab instead of charges. All 84 remaining tests pass.

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Joe-Ortiz marked this pull request as ready for review March 26, 2026 00:50
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Joe-Ortiz merged commit 1decfa9 into main Mar 26, 2026
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Joe-Ortiz deleted the copilot/remove-other-charges-option branch March 26, 2026 00:58
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Remove "Other Charges"

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