Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan

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swaits committed 2026-10-11 03:01:37 +00:00
1 parent 7025056125
commit 9a2705d055
1 file changed
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+67
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@@ -106,4 +106,71 @@ impl ReceiptPolicy {
self.threshold()
)
}
/// Normalize a description for split detection.
fn normalize_description(desc: &str) -> String {
desc.split_whitespace()
.collect::<Vec<_>>()
.join(" ")
.to_lowercase()
}
/// Debit account ids of an entry, sorted.
fn debit_accounts(entry: &JournalEntry) -> Vec<u64> {
let mut ids: Vec<u64> = entry
.lines()
.iter()
.filter(|l| l.side == Side::Debit)
.map(|l| l.account)
.collect();
ids.sort_unstable();
ids.dedup();
ids
}
/// Detect a potential threshold split: posted entries on the same date
/// with the same normalized description and debit accounts, whose
/// combined debits with this entry exceed the threshold while this
/// entry alone does not. Returns the matching posted entry ids.
///
/// This is the anti-gaming rule: splitting a $100 purchase into four
/// $25 entries does not dodge the receipt policy. Same-day,
/// same-description, same-accounts is the signature; recurring spending
/// spread across days is not flagged.
pub fn split_group(&self, ledger: &Ledger, entry_id: u64, entry: &JournalEntry) -> Vec<u64> {
let debits = Self::entry_debits(entry);
if debits > self.threshold() {
return Vec::new(); // Normal policy already applies.
}
let desc = Self::normalize_description(entry.description());
let accounts = Self::debit_accounts(entry);
let date = entry.date();
let mut group = Vec::new();
let mut total = debits;
for other in ledger.posted_entries() {
if other.id() == entry_id {
continue;
}
if other.date() != date {
continue;
}
if Self::normalize_description(other.description()) != desc {
continue;
}
if Self::debit_accounts(other) != accounts {
continue;
}
// Reversals are exempt from the policy; don't count them.
if other.reversal_of().is_some() {
continue;
}
group.push(other.id());
total += Self::entry_debits(other);
}
if !group.is_empty() && total > self.threshold() {
group
} else {
Vec::new()
}
}
}