From c9ca83a0d4b4f1fef6971b2d22a9941ab735f4cf Mon Sep 17 00:00:00 2001
From: Stephen Jolly <708189+elvum@users.noreply.github.com>
Date: Fri, 17 Jul 2026 06:19:57 +0100
Subject: [PATCH] fix(transactions): show full dates in the categorize wizard
 (#2633)
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The categorize view renders dates with :short (\"%b %d\"), which omits the
year — ambiguous when the uncategorized backlog spans more than one year.
Use format_date, which renders the family's Settings date format; every
selectable format includes the year.
---
 .../transactions/categorizes/_entry_row.html.erb    |  2 +-
 .../transactions/categorizes_controller_test.rb     | 13 +++++++++++++
 2 files changed, 14 insertions(+), 1 deletion(-)

diff --git a/app/views/transactions/categorizes/_entry_row.html.erb b/app/views/transactions/categorizes/_entry_row.html.erb
index daba95b7f..16180bdc3 100644
--- a/app/views/transactions/categorizes/_entry_row.html.erb
+++ b/app/views/transactions/categorizes/_entry_row.html.erb
@@ -6,7 +6,7 @@
            aria-label="<%= t("transactions.categorizes.entry_row.include_checkbox", name: entry.name) %>"
            data-action="change->categorize#uncheckRule">
     <span class="min-w-0 font-medium text-primary truncate"><%= entry.name %></span>
-    <span class="text-secondary whitespace-nowrap"><%= l(entry.date, format: :short) %></span>
+    <span class="text-secondary whitespace-nowrap"><%= format_date(entry.date) %></span>
     <span class="privacy-sensitive font-medium text-right whitespace-nowrap <%= entry.amount.negative? ? "text-green-600" : "text-primary" %>">
       <%= format_money(entry.amount_money.abs) %>
     </span>
diff --git a/test/controllers/transactions/categorizes_controller_test.rb b/test/controllers/transactions/categorizes_controller_test.rb
index a3628543e..1e74d8bbb 100644
--- a/test/controllers/transactions/categorizes_controller_test.rb
+++ b/test/controllers/transactions/categorizes_controller_test.rb
@@ -26,6 +26,19 @@ class Transactions::CategorizesControllerTest < ActionDispatch::IntegrationTest
     assert_response :success
   end
 
+  test "show renders full dates so multi-year lists are unambiguous" do
+    create_transaction(account: @account, name: "Starbucks", date: Date.new(2024, 7, 8))
+
+    get transactions_categorize_url
+
+    assert_response :success
+    # format_date uses the family's date_format preference, every variant of
+    # which includes the year; the previous :short format ("%b %d") did not,
+    # making rows ambiguous when the uncategorized list spans years.
+    expected = Date.new(2024, 7, 8).strftime(@family.date_format)
+    assert_match expected, response.body
+  end
+
   test "show renders the first group at position 0" do
     2.times { create_transaction(account: @account, name: "Netflix") }
     3.times { create_transaction(account: @account, name: "Starbucks") }