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Make categories global (#1160)

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* Make categories global

This solves us A LOT of cash flow and budgeting problems.

* Update schema.rb

* Update auto_categorizer.rb

* Update income_statement.rb

* FIX budget sub-categories

* FIX sub-categories and tests

* Add 2 step migration
This commit is contained in:
soky srm
2026-03-11 15:54:01 +01:00
committed by GitHub
parent 7ae9077935
commit e1ff6d46ee
54 changed files with 393 additions and 313 deletions
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6
test/models/plaid_account/transactions/category_matcher_test.rb
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@@ -5,9 +5,9 @@ class PlaidAccount::Transactions::CategoryMatcherTest < ActiveSupport::TestCase
@family = families(:empty)
# User income categories
@income = @family.categories.create!(name: "Income", classification: "income")
@dividend_income = @family.categories.create!(name: "Dividend Income", parent: @income, classification: "income")
@interest_income = @family.categories.create!(name: "Interest Income", parent: @income, classification: "income")
@income = @family.categories.create!(name: "Income")
@dividend_income = @family.categories.create!(name: "Dividend Income", parent: @income)
@interest_income = @family.categories.create!(name: "Interest Income", parent: @income)
# User expense categories
@loan_payments = @family.categories.create!(name: "Loan Payments")