Files
sure/test/models/up_entry
threatsurfer ab32388326 feat(up): flag internal transfers and round-ups as funds_movement (#2460)
* feat(up): flag internal transfers and round-ups as funds_movement

Up populates relationships.transferAccount on transactions that move money
between the user's own accounts (including round-ups swept into a Saver), but
flatten_transaction dropped it, so these imported as ordinary income/expense
and distorted budgets and cashflow.

- Provider::Up#flatten_transaction: lift transfer_account_id from
  relationships.transferAccount.data.id.
- UpEntry::Processor: import transfers as funds_movement and persist
  transfer_account_id in extra["up"].
- Account::ProviderImportAdapter#import_transaction: optional kind: param; an
  explicit provider kind takes precedence over account-type auto-detection and
  is applied after the sync-protection check, so user re-categorisations
  survive re-sync.

Complementary to Family#auto_match_transfers!: two-sided transfers between
linked accounts are still paired into a Transfer (the matcher does not filter
on kind); one-sided movements and round-ups, which the matcher cannot pair,
are the cases this fixes.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(up): account-type kind wins over provider transfer hint

Codex review caught that Up HOME_LOAN accounts map to a Loan account, so a
repayment carrying transferAccount would be reclassified from loan_payment to
funds_movement (budget-excluded). Make the provider kind: a fallback:
activity-label and account-type classification now take precedence, so
loan_payment and cc_payment survive. Adds a regression test (loan repayment
stays loan_payment), a depository-applies test, and a note that the up_test
stub ignores query: intentionally.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Gavin Matthews <matthews.gav@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-30 08:19:25 +02:00
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