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fix(bookkeeping): classify mixed allocations for snapshots - #314

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alexeygrigorev wants to merge 7 commits into
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agent/bf3588bb-mixed-allocation-classification
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alexeygrigorev wants to merge 7 commits into
mainfrom
agent/bf3588bb-mixed-allocation-classification

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@alexeygrigorev

@alexeygrigorev alexeygrigorev commented Nov 3, 2026 •

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Monthly accountant snapshots classify each allocation by its child category and amount. Mixed payments include each reportable child exactly once, exclude mandatory and owner children, and select evidence from the same child projection.

Existing v2 report snapshots migrate in place to checksummed DynamoDB chunks. The chunks are written before a conditional report update; a failed or losing CAS leaves the historical report and archive usable. New snapshots use the same size-bounded storage, including months larger than one DynamoDB item.

Verification: 28 targeted backend tests passed across api-bookkeeping.test.ts and bookkeeping-reporting.test.ts. Backend source and test TypeScript checks passed. Fixtures are synthetic.

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alexeygrigorev marked this pull request as draft November 3, 2026 18:29
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