b0282b7f8b0887dce2c578923e17a5119070b5ac
The previous aggregation used simple SUM(debit)/SUM(credit) which always produced equal values for balanced entries. This was misleading for entries with income/expense lines (e.g., monthly actuals). Now, when an entry has income/expense lines, the totals reflect only P&L account activity (expenses as debits, income as credits), excluding the cash offset. For balance-sheet-only entries (opening balances, adjustments), the full entry totals are shown. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations
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