mirror of
https://github.com/we-promise/sure
synced 2026-04-25 17:15:07 +02:00
968c661b06
Investment contributions are transfers between accounts (checking -> investment), not expenses. Counting them as expenses inflated budget totals and made "spending" look larger than it really was. - Add investment_contribution to BUDGET_EXCLUDED_KINDS so it's filtered out of Reports, Budget, and the income statement by default. - Remove the SQL CASE branch that force-classified investment_contribution rows as expense regardless of entry sign. - Add an `include_kinds:` opt-in parameter on IncomeStatement (totals/expense_totals/income_totals/net_category_totals) so callers can re-include otherwise-excluded kinds. Used by the dashboard cashflow Sankey and outflows donut so contributions still appear as outflows where users expect to see where their cash went. - Bump totals_query cache key to v3 and include the kinds key so cached results aren't reused across different include_kinds calls. loan_payment stays in-budget (it's real cash outflow); withdrawals and tax handling were already correct and are unchanged. https://claude.ai/code/session_01EAD3jkLeHSsSTnJ32Po9em