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v1.22.2: no line promises money the month lacks

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@Bubbles840 Bubbles840 released this 24 Aug 03:08
· 3 commits to main since this release

Fixed: a category that blew the week's pace but still held month budget rendered ⚠️ $62 over · $36 left mo — and that left mo figure ignored the pool cap, so it could exceed what every category combined had left. One report showed $36 left mo directly above 🚨 $93 over budget this month.

1.21.0 scaled the weekly figure and deliberately left month figures raw, on the rule that they state a fact about the budget. That holds for 🚨 $329 over, which promises nothing, and fails for $36 left mo, which promises spendable money exactly as a weekly figure does. The cap now applies wherever a figure is money still available, and nowhere it isn't:

  • Pool healthy → unchanged.
  • Pool tight → scales with everything else.
  • Pool gone → $0 left mo, agreeing with the headline instead of contradicting it.
  • Capping switched off → stays raw, per that mode's contract.

The other reports were audited for the same class of bug and are clean: the weekly check-in works on totals (inherently a pool), and the monthly wrap-up is retrospective.

Addon: install simplefin-sync-1.22.2.zip below via Wealthfolio → Settings → Add-ons.

Companion:

docker compose -f docker-compose.yaml -f docker-compose.custom.yaml pull simplefin-sync
docker compose -f docker-compose.yaml -f docker-compose.custom.yaml up -d simplefin-sync