* fix: handle tags separately from entryable_attributes in bulk updates
Tags use a join table (taggings) rather than a direct column, which means
empty tag_ids clears all tags rather than meaning "no change". This caused
bulk category-only edits to accidentally clear existing tags.
This fix:
- Removes tag_ids from entryable_attributes in Entry.bulk_update!
- Adds update_tags parameter to explicitly control tag updates
- Uses params.key?(:tag_ids) in controller to detect explicit tag changes
- Preserves existing tags when tag_ids is not provided in the request
This is a cleaner architectural solution compared to tracking "touched"
state in the frontend, as it properly acknowledges the semantic difference
between column attributes and join table associations.
https://claude.ai/code/session_014CsmTwjteP4qJs6YZqCKnY
* fix: handle tags separately in API transaction updates
Apply the same pattern to the API endpoint: tags are now handled
separately from entryable_attributes to distinguish between "not
provided" (preserve existing tags) and "explicitly set to empty"
(clear all tags).
This allows API consumers to:
- Update other fields without affecting tags (omit tag_ids)
- Clear all tags (send tag_ids: [])
- Set specific tags (send tag_ids: [id1, id2])
https://claude.ai/code/session_014CsmTwjteP4qJs6YZqCKnY
* Proposed fix
* fix: improve tag handling in bulk updates for transactions
* fix: allow bulk edit to clear/preserve tags by omitting hidden multi-select field
* PR comments
* Dumb copy/paste error
* Linter
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* Move Transfer to Account namespace
* Fix partial resolution due to namespacing plurality
* Make category and tag controllers consistent with namespacing convention
* Update stale partial reference
An overhaul and cleanup of the transactions feature including:
- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
Introduces a basic CSV import module for bulk-importing account transactions.
Changes include:
- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
* Add climate_control gem and test helper
* Replace ENV mods in upgrades test
* Replace ENV mods in registrations test
* Remove ENV references in hostings controller
* Update ENV refs in mailer test
* ActiveStorage cleanup
* Consolidate queue config so appropriate adapter runs in test environment
* Make test environment more explicit
* Centralize self hosting config
* Remove flaky system test
* Fix merchants controller actions
