admin/WealthySmart
1
0
Fork 0
mirror of https://github.com/escalante29/WealthySmart.git synced 2026-05-19 09:28:47 +02:00
Code Issues Actions Packages Projects Releases Wiki Activity

Exclude DEPOSITO transactions from budget projections
All checks were successful
Deploy to VPS / deploy (push) Successful in 12s
Details

Browse Source 
Salary deposits were being counted as expenses in uncovered actuals,
causing negative balances. DEPOSITO transactions are income tracked
separately in the Salarios page.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Carlos Escalante
2026-03-26 23:29:45 -06:00
parent 9cfa1c4eb1
commit bd1346f9da
1 changed files with 3 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

3
backend/app/services/budget_projection.py
View File

@@ -93,6 +93,7 @@ def compute_actuals_by_source(
Transaction.date >= start, Transaction.date >= start,
Transaction.date < end, Transaction.date < end,
Transaction.source == source, Transaction.source == source,
Transaction.transaction_type != TransactionType.DEPOSITO,
) )
).one() ).one()
@@ -124,6 +125,7 @@ def compute_actuals_by_category(
Transaction.date >= start, Transaction.date >= start,
Transaction.date < end, Transaction.date < end,
Transaction.category_id.is_not(None), # type: ignore[union-attr] Transaction.category_id.is_not(None), # type: ignore[union-attr]
Transaction.transaction_type != TransactionType.DEPOSITO,
) )
.group_by(Transaction.category_id, Transaction.transaction_type) .group_by(Transaction.category_id, Transaction.transaction_type)
).all() ).all()
@@ -217,6 +219,7 @@ def compute_monthly_projection(
Transaction.date >= start, Transaction.date >= start,
Transaction.date < end, Transaction.date < end,
Transaction.category_id.is_(None), # type: ignore[union-attr] Transaction.category_id.is_(None), # type: ignore[union-attr]
Transaction.transaction_type != TransactionType.DEPOSITO,
) )
.group_by(Transaction.transaction_type) .group_by(Transaction.transaction_type)
).all() ).all()