5 Commits

Include renames

Author	SHA1	Message	Date
siddharthd	7a1acc32a9	feat(trips): say which direction a trip balance points ... A participant who has overpaid a trip showed as "$-816.16" under a column headed "Outstanding on this trip". A negative outstanding reads as a bug rather than as "they are ahead", so the sign is now spelled out: magnitude plus one of all square / owes you / ahead — you owe them, coloured the same way Shared colours the same three states. Also corrects the footer, which had gone stale and was now simply false. It said settlement could not be computed per trip because payments carried no trip attribution. Migration 0022 added split_payments.trip_id and the figures above it have been net of trip-scoped payments since. What a reader needs to know is the opposite of what it said: household-tab payments are the ones NOT counted here.	2026-07-28 11:39:11 +10:00
siddharthd	e92fcb709f	docs(trips): say whose money the trip total counts ... Total Spend is every payer's trip-tagged spending; the split figures directly below it are scoped to the owner. Two lenses on one screen read as one unless the card says which it is. The number is unchanged and deliberate -- a trip cost what the group put into it -- so this is a label, not a fix.	2026-07-28 11:30:37 +10:00
siddharthd	ae23b03d5d	fix(trips): carry the currency and reconcile rules into the trip figure ... a4ab543 landed six hours ago and this branch rewrote one of the queries it had just fixed, quietly dropping both of its guarantees. That commit made EXCLUDE_RECONCILED_SOURCE "one fragment both sides import" because an inlined copy is how the reconciled-row exclusion drifted out of the analytics routes and double-counted 48 rows / $4,474.79. The trip owed query here had hand-inlined its own copy — the fragment assumes the alias `t` and this query used `tx`, so the path of least resistance was to re-create exactly the divergence that was being removed. Aliased to `t` so the fragments apply directly. The same commit made balances count rows whose AUD value is unknown rather than netting a foreign figure against AUD ones. The trip figure had no equivalent — on the query where it matters most, because a trip is where foreign rows actually live. A Europe total silently mixing EUR into AUD is the whole failure that fix was written to prevent. The column header still read "Share of this trip" while the number is now net of payments, which is the same class of drift a4ab543 set out to fix. It reads "Outstanding on this trip", carries the approx/unconverted caveat the Shared cards use, and greys a settled zero.	2026-07-27 23:15:28 +10:00
siddharthd	3f04cbd5e7	fix(trips): stop reporting a settlement breakdown that cannot be computed ... The trip view showed Total Owed / Settled / Unsettled per participant, with the last two derived from transaction_splits.settled. Nothing sets that flag - its only writer was /api/splits/settle, which no UI calls - so it is false on all 673 splits and every trip reported 100% unsettled, including trips already paid in full. Molina has paid $20,782.79 against $19,556.07 of splits and the Europe trip still showed her entire share outstanding. A correct per-trip figure is not computable either: split_payments records only from, to, amount and date, so a payment cannot be attributed to a trip. The trip view now shows each participant's share and points at Shared for what is actually owed, which is where settlement genuinely lives. Also removes /api/splits/settle. It was unreachable from the UI but live on its URL, and a single call with participant_id would mark every one of that person's splits settled - writing a flag nothing reads. Settlement will be reintroduced against settlement contexts (docs/shared-expenses-design.md). getParticipantBalances is deliberately untouched: it computes splits minus payments, which is coherent. Excluding settled splits there while still subtracting the payments that settled them would double-count.	2026-07-26 16:13:20 +10:00
siddharthd	48ec151c15	feat(trips): trip tracking with analytics, tag conversion, and transaction assignment ... Adds trips table usage across API and UI: trip CRUD, per-trip analytics (category/daily/merchant/tag/participant breakdowns), tag-to-trip conversion, trip assignment via transaction overrides, and trip filter in the transactions view. Recovered from working tree after local git corruption; feature was already live via host-context Docker builds.	2026-07-19 20:00:51 +10:00