f2a7f955e6
## Why ### Problem When a refund (positive transaction amount) is assigned to a budget, it incorrectly **increases** the cumulative spending instead of **reducing** it. This causes: - The spending chart line to go **up** on refunds instead of down - The "Spent" amount to be inflated - The "Remaining" amount to be understated - Period rollover calculations to carry over incorrect amounts ### Root Cause `BudgetTransactionService` uses `abs($transaction->amount)` when creating budget transactions, which forces all amounts to be positive — including refunds. Since expenses are stored as negative in the `transactions` table and refunds as positive, `abs()` treats both as spending. ## What ### Changes - Replace `abs($transaction->amount)` with `-$transaction->amount` in both `assignTransaction()` and `assignHistoricalTransactionsToPeriod()` — expenses (`-5000`) become positive spending (`5000`), refunds (`+1000`) become negative spending (`-1000`) - Remove redundant `abs()` in `BudgetPeriodService::closePeriod()` rollover calculation - Add data migration to fix existing `budget_transactions` rows where the original transaction was a refund - No frontend changes needed — the chart and budget card already sum `t.amount` directly ## Verification ### Tests - Updated `assignHistoricalTransactionsToPeriod stores negated transaction amount for expenses` — verifies expense sign is preserved - Added `assignHistoricalTransactionsToPeriod stores refund as negative amount` — verifies refunds reduce spending - Added `budget spending correctly reflects mix of expenses and refunds` — verifies net spending (expense - refund) - Added `assignTransaction stores refund as negative budget transaction amount` — verifies real-time assignment handles refunds |
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