Commit Graph

3 Commits

Author SHA1 Message Date
e0c956859b Fix bugs: monthly actuals month filter, unit assessments, project funding logic, UI cleanup
- Fix monthly actuals showing same data for all months (SQL JOIN excluded
  month filter from SUM — added je.id IS NOT NULL guard)
- Fix units displaying $0 assessment by reading from assessment group
  instead of stale unit field; add special assessment column
- Replace proportional project funding with priority-based sequential
  allocation — near-term items get fully funded first; add is_funding_locked
  flag so users can manually lock a project's fund balance
- Remove post-creation opening balance UI (keep only initial balance on
  account creation); remove redundant Fund filter dropdown from Accounts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 14:05:07 -05:00
32af961173 Fix monthly actuals: allow negative values and fix save/reconcile error
- Remove min={0} from NumberInput to allow negative actuals (refunds/corrections)
- Fix post() in journal-entries service: use id param directly instead of
  RETURNING result which returns [rows, count] in TypeORM QueryRunner
- Handle negative amounts in saveActuals(): negative expense credits the
  expense account, negative income debits the income account

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 15:51:33 -05:00
84822474f8 Sprint 6: Monthly actuals input, reconciliation, and file attachments
Add spreadsheet-style Monthly Actuals page for entering monthly actuals
against budget with auto-generated journal entries and reconciliation flag.
Add file attachment support (PDF, images, spreadsheets) on journal entries
for receipts and invoices. Enhance Budget vs Actual report with month
filter dropdown. Add reconciled badge to Transactions page. Replace bcrypt
with bcryptjs to fix Docker cross-platform native binding issues.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 11:48:57 -05:00