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Support uncategorized investments (#593)

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* Support uncategorized investments

* FIX sankey id collision

* Fix reports

* Fix hardcoded string and i8n

* FIX plurals

* Remove spending patterns section

add net worth section to reports
This commit is contained in:
soky srm
2026-01-09 19:45:42 +01:00
committed by GitHub
parent 76dc91377c
commit a4f70f4d4a
11 changed files with 306 additions and 212 deletions
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40
app/models/category.rb
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@@ -31,10 +31,15 @@ class Category < ApplicationRecord
COLORS = %w[#e99537 #4da568 #6471eb #db5a54 #df4e92 #c44fe9 #eb5429 #61c9ea #805dee #6ad28a]
UNCATEGORIZED_COLOR = "#737373"
OTHER_INVESTMENTS_COLOR = "#e99537"
TRANSFER_COLOR = "#444CE7"
PAYMENT_COLOR = "#db5a54"
TRADE_COLOR = "#e99537"
# Synthetic category name keys for i18n
UNCATEGORIZED_NAME_KEY = "models.category.uncategorized"
OTHER_INVESTMENTS_NAME_KEY = "models.category.other_investments"
class Group
attr_reader :category, :subcategories
@@ -82,12 +87,30 @@ class Category < ApplicationRecord
def uncategorized
new(
name: "Uncategorized",
name: I18n.t(UNCATEGORIZED_NAME_KEY),
color: UNCATEGORIZED_COLOR,
lucide_icon: "circle-dashed"
)
end
def other_investments
new(
name: I18n.t(OTHER_INVESTMENTS_NAME_KEY),
color: OTHER_INVESTMENTS_COLOR,
lucide_icon: "trending-up"
)
end
# Helper to get the localized name for uncategorized
def uncategorized_name
I18n.t(UNCATEGORIZED_NAME_KEY)
end
# Helper to get the localized name for other investments
def other_investments_name
I18n.t(OTHER_INVESTMENTS_NAME_KEY)
end
private
def default_categories
[
@@ -142,6 +165,21 @@ class Category < ApplicationRecord
subcategory? ? "#{parent.name} > #{name}" : name
end
# Predicate: is this the synthetic "Uncategorized" category?
def uncategorized?
!persisted? && name == I18n.t(UNCATEGORIZED_NAME_KEY)
end
# Predicate: is this the synthetic "Other Investments" category?
def other_investments?
!persisted? && name == I18n.t(OTHER_INVESTMENTS_NAME_KEY)
end
# Predicate: is this any synthetic (non-persisted) category?
def synthetic?
uncategorized? || other_investments?
end
private
def category_level_limit
if (subcategory? && parent.subcategory?) || (parent? && subcategory?)