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fix: transaction filtering by direction and type #1101

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merged 1 commit into from
Nov 24, 2024

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Transaction filtering was incomplete and wrong so far, which is fixed with this change.

There are now two different filters, direction and type.

direction filters by the source/destination accounts being internal or external. It has the following values:

  • IN: Transaction from an external to an internal account
  • OUT: Transaction from an internal account to an external account
  • INTERNAL: Transaction from an internal to an internal account (same as the old direction: TRANSFER)

type filters by the effect a transaction has on the budget. It has the following values

  • INCOME: From an off-budget to an on-budget account (same as the old direction: INCOMING)
  • SPEND: From an on-budget to an off-budget account (same as the old direction: OUTGOING)
  • TRANSFER: From an on-budget to an on-budget account

Resolves #1024.

@morremeyer morremeyer requested a review from a team as a code owner November 24, 2024 20:08
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codecov bot commented Nov 24, 2024

Codecov Report

All modified and coverable lines are covered by tests ✅

Project coverage is 81.29%. Comparing base (51ba679) to head (97d637e).
Report is 1 commits behind head on main.

Additional details and impacted files
@@            Coverage Diff             @@
##             main    #1101      +/-   ##
==========================================
+ Coverage   81.20%   81.29%   +0.08%     
==========================================
  Files          54       54              
  Lines        4890     4913      +23     
==========================================
+ Hits         3971     3994      +23     
  Misses        775      775              
  Partials      144      144              

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Transaction filtering was incomplete and wrong so far, which is fixed with this change.

There are now two different filters, direction and type.

direction filters by the source/destination accounts being internal or external. It has the following values:

- IN: Transaction from an external to an internal account
- OUT: Transaction from an internal account to an external account
- INTERNAL: Transaction from an internal to an internal account (same as the old direction: TRANSFER)

type filters by the effect a transaction has on the budget. It has the following values

- INCOME: From an off-budget to an on-budget account (same as the old direction: INCOMING)
- SPEND: From an on-budget to an off-budget account (same as the old direction: OUTGOING)
- TRANSFER: From an on-budget to an on-budget account
@morremeyer morremeyer force-pushed the fix/transaction-filtering branch from 8900c4d to 97d637e Compare November 24, 2024 20:10
@morremeyer morremeyer merged commit 3e3191a into main Nov 24, 2024
6 checks passed
@morremeyer morremeyer deleted the fix/transaction-filtering branch November 24, 2024 20:15
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Transaction filtering by direction and type
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