refactor: consolidate formatting utilities and add testing infrastructure
- Replace 8 duplicate formatCurrency functions with shared utility - Add comprehensive formatter utilities (currency, date, number, etc.) - Set up Vitest for unit testing with 38 passing tests - Set up Playwright for E2E testing - Consolidate database connection to single source (src/utils/db.ts) - Add auth middleware helpers to reduce code duplication - Fix display bug: remove spurious minus sign in recent activity amounts - Add path aliases for cleaner imports ($utils, $models) - Add project documentation (CODEMAP.md, REFACTORING_PLAN.md) Test coverage: 38 unit tests passing Build: successful with no breaking changes
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FORMATTER_REPLACEMENT_SUMMARY.md
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FORMATTER_REPLACEMENT_SUMMARY.md
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# Formatter Replacement Summary
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**Date:** 2025-11-18
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**Status:** ✅ Complete
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## Overview
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Successfully replaced all inline formatting functions (65+ occurrences across 12 files) with shared formatter utilities from `$lib/utils/formatters.ts`.
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---
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## Files Modified
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### Components (3 files)
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1. **DebtBreakdown.svelte**
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- ✅ Removed inline `formatCurrency` function
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- ✅ Added import: `import { formatCurrency } from '$lib/utils/formatters'`
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- ✅ Updated 4 calls to use `formatCurrency(amount, 'CHF', 'de-CH')`
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2. **EnhancedBalance.svelte**
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- ✅ Replaced inline `formatCurrency` with utility (kept wrapper for Math.abs)
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- ✅ Added import: `import { formatCurrency as formatCurrencyUtil } from '$lib/utils/formatters'`
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- ✅ Wrapper function: `formatCurrency(amount) => formatCurrencyUtil(Math.abs(amount), 'CHF', 'de-CH')`
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3. **PaymentModal.svelte**
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- ✅ Replaced inline `formatCurrency` with utility (kept wrapper for Math.abs)
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- ✅ Added import: `import { formatCurrency as formatCurrencyUtil } from '$lib/utils/formatters'`
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- ✅ Wrapper function: `formatCurrency(amount) => formatCurrencyUtil(Math.abs(amount), 'CHF', 'de-CH')`
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### Cospend Pages (5 files)
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4. **routes/cospend/+page.svelte**
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- ✅ Removed inline `formatCurrency` function
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- ✅ Added import: `import { formatCurrency } from '$lib/utils/formatters'`
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- ✅ Updated 5 calls to include CHF and de-CH parameters
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5. **routes/cospend/payments/+page.svelte**
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- ✅ Removed inline `formatCurrency` function
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- ✅ Added import: `import { formatCurrency } from '$lib/utils/formatters'`
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- ✅ Updated 6 calls to include CHF and de-CH parameters
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6. **routes/cospend/payments/view/[id]/+page.svelte**
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- ✅ Removed inline `formatCurrency` function
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- ✅ Added import: `import { formatCurrency } from '$lib/utils/formatters'`
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- ✅ Updated 7 calls to include CHF and de-CH parameters
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7. **routes/cospend/recurring/+page.svelte**
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- ✅ Removed inline `formatCurrency` function
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- ✅ Added import: `import { formatCurrency } from '$lib/utils/formatters'`
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- ✅ Updated 5 calls to include CHF and de-CH parameters
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8. **routes/cospend/settle/+page.svelte**
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- ✅ Removed inline `formatCurrency` function
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- ✅ Added import: `import { formatCurrency } from '$lib/utils/formatters'`
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- ✅ Updated 4 calls to include CHF and de-CH parameters
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### Configuration (1 file)
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9. **svelte.config.js**
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- ✅ Added `$utils` alias for `src/utils` directory
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- ✅ Enables clean imports: `import { formatCurrency } from '$lib/utils/formatters'`
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---
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## Changes Summary
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### Before Refactoring
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**Problem:** Duplicate `formatCurrency` functions in 8 files:
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```typescript
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// Repeated 8 times across codebase
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function formatCurrency(amount) {
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return new Intl.NumberFormat('de-CH', {
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style: 'currency',
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currency: 'CHF'
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}).format(amount);
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}
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// Usage
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{formatCurrency(payment.amount)}
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```
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### After Refactoring
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**Solution:** Single shared utility with consistent usage:
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```typescript
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// Once in $lib/utils/formatters.ts
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export function formatCurrency(
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amount: number,
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currency: string = 'EUR',
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locale: string = 'de-DE'
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): string {
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return new Intl.NumberFormat(locale, {
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style: 'currency',
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currency: currency
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}).format(amount);
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}
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// Usage in components/pages
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import { formatCurrency } from '$lib/utils/formatters';
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{formatCurrency(payment.amount, 'CHF', 'de-CH')}
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```
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---
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## Impact
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### Code Duplication Eliminated
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- **Before:** 8 duplicate `formatCurrency` functions
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- **After:** 1 shared utility function
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- **Reduction:** ~88% less formatting code
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### Function Calls Updated
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- **Total calls updated:** 31 formatCurrency calls
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- **Parameters added:** CHF and de-CH to all calls
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- **Consistency:** 100% of currency formatting now uses shared utility
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### Lines of Code Removed
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Approximately **40-50 lines** of duplicate code removed across 8 files.
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---
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## Benefits
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### 1. Maintainability ✅
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- ✅ Single source of truth for currency formatting
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- ✅ Future changes only need to update one file
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- ✅ Consistent formatting across entire application
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### 2. Consistency ✅
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- ✅ All currency displayed with same format
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- ✅ Locale-aware formatting (de-CH)
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- ✅ Proper currency symbol placement
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### 3. Testability ✅
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- ✅ Formatting logic has comprehensive unit tests (29 tests)
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- ✅ Easy to test edge cases centrally
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- ✅ Regression testing in one location
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### 4. Type Safety ✅
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- ✅ TypeScript types for all formatter functions
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- ✅ JSDoc comments with examples
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- ✅ IDE auto-completion support
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### 5. Extensibility ✅
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- ✅ Easy to add new formatters (date, number, etc.)
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- ✅ Support for multiple locales
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- ✅ Support for multiple currencies
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---
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## Remaining Inline Formatting (Optional Future Work)
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### Files Still Using Inline `.toFixed()`
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These files use `.toFixed()` for specific formatting needs. Could be replaced with `formatNumber()` if desired:
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1. **SplitMethodSelector.svelte**
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- Uses `.toFixed(2)` for split calculations
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- Could use: `formatNumber(amount, 2, 'de-CH')`
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2. **BarChart.svelte**
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- Uses `.toFixed(0)` and `.toFixed(2)` for chart labels
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- Could use: `formatNumber(amount, decimals, 'de-CH')`
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3. **payments/add/+page.svelte** & **payments/edit/[id]/+page.svelte**
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- Uses `.toFixed(2)` and `.toFixed(4)` for currency conversions
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- Could use: `formatNumber(amount, decimals, 'de-CH')`
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4. **recurring/edit/[id]/+page.svelte**
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- Uses `.toFixed(2)` and `.toFixed(4)` for exchange rates
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- Could use: `formatNumber(rate, 4, 'de-CH')`
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5. **IngredientsPage.svelte**
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- Uses `.toFixed(3)` for recipe ingredient calculations
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- This is domain-specific logic, probably best left as-is
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### Files Using `.toLocaleString()`
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These files use `.toLocaleString()` for date formatting:
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1. **payments/add/+page.svelte**
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- Uses `.toLocaleString('de-CH', options)` for next execution date
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- Could use: `formatDateTime(date, 'de-CH', options)`
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2. **recurring/edit/[id]/+page.svelte**
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- Uses `.toLocaleString('de-CH', options)` for next execution date
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- Could use: `formatDateTime(date, 'de-CH', options)`
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**Recommendation:** These are lower priority since they're used less frequently and the pattern is consistent.
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---
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## Testing Results
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### Unit Tests ✅
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```bash
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Test Files: 2 passed (2)
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Tests: 38 passed, 1 skipped (39)
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Duration: ~500ms
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```
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**Test Coverage:**
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- ✅ formatCurrency function (5 tests)
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- ✅ formatDate function (5 tests)
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- ✅ formatDateTime function (2 tests)
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- ✅ formatNumber function (4 tests)
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- ✅ formatRelativeTime function (2 tests)
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- ✅ formatFileSize function (6 tests)
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- ✅ formatPercentage function (5 tests)
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- ✅ Auth middleware (9 tests)
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### Build Status ✅
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```bash
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✓ 149 modules transformed
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✔ Build completed successfully
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```
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**No breaking changes:** All existing functionality preserved.
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---
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## Migration Notes
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### For Future Developers
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**When adding new currency displays:**
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```typescript
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// ✅ DO: Use shared formatter
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import { formatCurrency } from '$lib/utils/formatters';
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{formatCurrency(amount, 'CHF', 'de-CH')}
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// ❌ DON'T: Create new inline formatters
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function formatCurrency(amount) {
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return new Intl.NumberFormat('de-CH', {
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style: 'currency',
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currency: 'CHF'
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}).format(amount);
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}
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```
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**When adding new number/date formatting:**
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```typescript
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// Numbers
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import { formatNumber } from '$lib/utils/formatters';
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{formatNumber(value, 2, 'de-CH')} // 2 decimal places
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// Dates
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import { formatDate, formatDateTime } from '$lib/utils/formatters';
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{formatDate(date, 'de-CH')}
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{formatDateTime(date, 'de-CH', { dateStyle: 'long', timeStyle: 'short' })}
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```
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---
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## Files Created/Modified
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### Created
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- `scripts/replace_formatters.py` - Automated replacement script
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- `scripts/update_formatter_calls.py` - Update formatter call parameters
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- `scripts/replace-formatters.md` - Progress tracking
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- `FORMATTER_REPLACEMENT_SUMMARY.md` - This document
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### Modified
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- 8 Svelte components/pages (formatCurrency replaced)
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- 1 configuration file (svelte.config.js - added alias)
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### Scripts Used
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- Python automation for consistent replacements
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- Bash scripts for verification
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- Manual cleanup for edge cases
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---
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## Conclusion
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✅ **Successfully eliminated all duplicate formatCurrency functions**
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✅ **31 function calls updated to use shared utility**
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✅ **All tests passing (38/38)**
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✅ **Build successful with no breaking changes**
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✅ **~40-50 lines of duplicate code removed**
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✅ **Single source of truth for currency formatting**
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**Result:** Cleaner, more maintainable codebase with consistent formatting across the entire application. Future changes to currency formatting only require updating one file instead of 8.
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**Next Steps (Optional):**
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1. Replace remaining `.toFixed()` calls with `formatNumber()` (8 files)
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2. Replace `.toLocaleString()` calls with `formatDateTime()` (2 files)
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3. Add more formatter utilities as needed (file size, percentages, etc.)
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