Commit graph

3 commits

Author SHA1 Message Date
amoussa1229
6af1a6ab90 fix: null-guard cash-position tile, add error logging, drop UTC date skew and serial GetItems
- Null-guard current_ledger on the authoritative cash-position tile so a
  missing ledger renders 'Not available' instead of the false '/bin/bash.00'
- Log GetCommand failures with console.error + logSafe instead of silent
  catch, matching the rest of the codebase
- Derive dates from local midnight instead of toISOString UTC, so the
  current-day lookup doesn't miss from 8pm ET to midnight
- Fetch all 14 balance keys in parallel with Promise.allSettled instead of
  14 serial GetCommands; start previous-day walk at i=1 since today's
  previous-day snapshot can't exist until tomorrow
- Use Item.as_of_date directly instead of a synthetic _asOfDate field
- Remove _asOfDate from test fixtures; add test for the null-ledger guard
2026-07-22 22:21:54 +00:00
amoussa1229
c7de44cc64 feat: add cash-position tile from boa_balance snapshots to App Home
Read the latest previous-day boa_balance snapshot (authoritative)
to display current ledger and available balance on the App Home
summary bar. Optionally surfaces today's intraday snapshot as
provisional. Walks backward up to 14 days to handle weekend/holiday
gaps, using targeted GetItem by computed key instead of a scan.

Refs: #77
2026-07-22 22:05:51 +00:00
Adam Moussa
a6a8132a69
feat(apphome): surface returned payments as a needs-action queue (#74)
* feat(apphome): surface returned payments as a needs-action queue

Bank-returned payments carry status "Cleared" (the CSV ladder has no
Returned rung), so the status skip-list hid them from every App Home
bucket; five Feb-Apr returns ($5,256.62) surfaced only via a manual
statement reconciliation. Route on clear_status ahead of the status
skip-list: non-canceled Returned records render in an always-visible
action queue (oldest return first) plus a summary tile, and are
excluded from Outstanding totals. Terminal voided-and-bounced records
stay out of both (audit trail only). Membership keys off clear_status,
not returned_date, so redeposited checks drop back out of the queue.

Refs: #70

* docs(apphome): restore returned-queue README bullet dropped in rebase
2026-07-22 16:38:56 -04:00