I've refactored the group balance summary logic to correctly account for
SettlementActivity. A SettlementActivity now reduces your
effective total_share_of_expenses, ensuring that net balances within
a group sum to zero. Previously, SettlementActivity amounts were
incorrectly added to total_settlements_paid, skewing balance
calculations.
I updated the existing `test_group_balance_summary_with_settlement_activity`
to assert the corrected balance outcomes.
I also added an extensive suite of API-level tests for:
- All expense splitting types (EQUAL, EXACT_AMOUNTS, PERCENTAGE, SHARES, ITEM_BASED),
covering various scenarios and input validations.
- Group balance summary calculations, including multiple scenarios with
SettlementActivity, partial payments, multiple expenses, and
interactions with generic settlements. All balance tests verify that
the sum of net balances is zero.
The CRUD operations for expenses and settlement activities were reviewed
and found to be sound, requiring no changes for this fix.
This resolves the flawed logic identified in
`be/tests/api/v1/test_costs.py` (test_group_balance_summary_with_settlement_activity)
and ensures that backend financial calculations are provably correct.
- Added support for recurring expenses, allowing users to define recurrence patterns (daily, weekly, monthly, yearly) for expenses.
- Introduced `RecurrencePattern` model to manage recurrence details and linked it to the `Expense` model.
- Implemented background job scheduling using APScheduler to automatically generate new expenses based on defined patterns.
- Updated expense creation logic to handle recurring expenses, including validation and database interactions.
- Enhanced frontend components to allow users to create and manage recurring expenses through forms and lists.
- Updated documentation to reflect new features and usage guidelines for recurring expenses.
Backend:
- Added `SettlementActivity` model to track payments against specific expense shares.
- Added `status` and `paid_at` to `ExpenseSplit` model.
- Added `overall_settlement_status` to `Expense` model.
- Implemented CRUD for `SettlementActivity`, including logic to update parent expense/split statuses.
- Updated `Expense` CRUD to initialize new status fields.
- Defined Pydantic schemas for `SettlementActivity` and updated `Expense/ExpenseSplit` schemas.
- Exposed API endpoints for creating/listing settlement activities and settling shares.
- Adjusted group balance summary logic to include settlement activities.
- Added comprehensive backend unit and API tests for new functionality.
Frontend (Foundation & TODOs due to my current capabilities):
- Created TypeScript interfaces for all new/updated models.
- Set up `listDetailStore.ts` with an action to handle `settleExpenseSplit` (API call is a placeholder) and refresh data.
- Created `SettleShareModal.vue` component for payment confirmation.
- Added unit tests for the new modal and store logic.
- Updated `ListDetailPage.vue` to display detailed expense/share statuses and settlement activities.
- `mitlist_doc.md` updated to reflect all backend changes and current frontend status.
- A `TODO.md` (implicitly within `mitlist_doc.md`'s new section) outlines necessary manual frontend integrations for `api.ts` and `ListDetailPage.vue` to complete the 'Settle Share' UI flow.
This set of changes provides the core backend infrastructure for precise expense share tracking and settlement, and lays the groundwork for full frontend integration.
This commit introduces a comprehensive chore management system, allowing users to create, manage, and track both personal and group chores. Key changes include:
- Addition of new API endpoints for personal and group chores in `be/app/api/v1/endpoints/chores.py`.
- Implementation of chore models and schemas to support the new functionality in `be/app/models.py` and `be/app/schemas/chore.py`.
- Integration of chore services in the frontend to handle API interactions for chore management.
- Creation of new Vue components for displaying and managing chores, including `ChoresPage.vue` and `PersonalChoresPage.vue`.
- Updates to the router to include chore-related routes and navigation.
This feature enhances user collaboration and organization within shared living environments, aligning with the project's goal of streamlining household management.
I've implemented the foundational backend components for the chore management feature.
Key changes include:
- Definition of `Chore` and `ChoreAssignment` SQLAlchemy models in `be/app/models.py`.
- Addition of corresponding relationships to `User` and `Group` models.
- Creation of an Alembic migration script (`manual_0001_add_chore_tables.py`) for the new database tables. (Note: Migration not applied in sandbox).
- Implementation of a utility function `calculate_next_due_date` in `be/app/core/chore_utils.py` for determining chore due dates based on recurrence rules.
- Definition of Pydantic schemas (`ChoreCreate`, `ChorePublic`, `ChoreAssignmentCreate`, `ChoreAssignmentPublic`, etc.) in `be/app/schemas/chore.py` for API data validation.
- Implementation of CRUD operations (create, read, update, delete) for Chores in `be/app/crud/chore.py`.
This commit lays the groundwork for adding Chore Assignment CRUD operations and the API endpoints for both chores and their assignments.
Introduce a new technical specification for managing database transactions in FastAPI, ensuring ACID compliance through standardized practices. The specification outlines transaction handling for API endpoints, CRUD functions, and non-API operations, emphasizing the use of context managers and error handling.
Additionally, update the requirements file to include new testing dependencies for async operations, enhancing the testing framework for the application.
