feat: roll over a leaf's overspend to its payer #8

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rubenjr0 merged 4 commits from feat/overspend-payer into main

2026-10-28 11:20:55 +00:00

rubenjr0 commented

2026-10-28 11:01:52 +00:00

Owner

redirect_overspend() (core) applies month-end rollover before settlement: negative remaining sources reset to 0 and debit their registered payer by the same amount; positive sources
untouched. Payer may end up negative, carrying over as any overspend.
Migration 20261027_133242_allocation_overspend_to.sql + snapshot (database/history.toml, config via migration CLI).
Support: new config crate (CLI arg parsing), seed module with seeded data, web tree_plan wiring.
Includes dep bumps / version bumps (housekeeping).

- redirect_overspend() (core) applies month-end rollover before settlement: negative remaining sources reset to 0 and debit their registered payer by the same amount; positive sources untouched. Payer may end up negative, carrying over as any overspend. - Migration 20261027_133242_allocation_overspend_to.sql + snapshot (database/history.toml, config via migration CLI). - Support: new config crate (CLI arg parsing), seed module with seeded data, web tree_plan wiring. - Includes dep bumps / version bumps (housekeeping).

rubenjr0 added 3 commits

2026-10-28 11:01:54 +00:00

feat(rollover): charge a leaf's overspend to a payer instead of carrying it 2d93862575

A leaf can name an `overspend_to` leaf in config.yaml. At rollover its
negative remaining resets to zero and the payer's carryover drops by the
same amount, so fixed costs like rent keep their allocation. Needs now
names Wants. Adds allocations.overspend_to_id (additive migration),
config validation and the pending-changes preview line.

docs: overspend payer, nextest rule, mark phase 9a done bb4fc14aa7

version bump 5f3c937140

rubenjr0 force-pushed feat/overspend-payer from 5f3c937140 to a0b0a39cff

2026-10-28 11:14:58 +00:00

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rubenjr0 added 1 commit

2026-10-28 11:16:24 +00:00

version bump 4ee7bccf0b

rubenjr0 changed title from ~~WIP: feat/overspend-payer~~ to feat: roll over a leaf's overspend to its payer

2026-10-28 11:18:42 +00:00

rubenjr0 merged commit f86b840c79 into main

2026-10-28 11:20:55 +00:00