Commit Graph

5 Commits

Author SHA1 Message Date
CrossDrain
0b7fa732ae feat(splits): add exclusion support for splits and improve rendering (#1661)
* feat(splits): add excluded attribute support for split children and improve rendering of split transactions

* address coderabbitai suggestions to improve code quality

* Fix split excluded coercion, DRY helpers, and clean up view partials

Fix boolean coercion bug where string "false" from form params was
truthy in Ruby, causing all split children to be marked excluded.
Use ActiveModel::Type::Boolean for explicit casting in Entry#split!.

Additional changes addressing code review feedback:

- Extract duplicated in_split_group logic from TransactionsController
  and TransactionCategoriesController into TransactionsHelper
- Remove redundant local_assigns.fetch calls in partials that already
  declare defaults via the Rails 7.1 locals: magic comment
- Simplify ternary in _transaction.html.erb to pass grouped directly
- Guard hidden_field_tag :grouped to only emit when value is "true"
- Add model tests for excluded on split children (boolean and string)
- Add controller test for excluded param through full HTTP stack
- Add test confirming excluded children are dropped from balance queries

* fix(splits): simplify excluded attribute boolean check

* refactor(splits): extract truthy values constant for excluded check

Extract the array of truthy values used for excluded attribute check
into a private constant to improve code maintainability and avoid
duplication of the magic array.

* refactor: simplify split grouping link generation and add test coverage for excluded split parameters
2026-05-09 12:36:41 +02:00
Copilot
3199c9b76d Prevent long category labels from overflowing or crowding adjacent controls (#1498)
* Initial plan

* Fix category delete dialog dropdown overflow

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* Tighten category deletion regression test

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* Fix deletion button text overflow

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* Preserve category menu spacing on mobile

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* Prevent account activity label overlap on mobile

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* Fix wide account activity category overflow

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* Linter

* Fix flaky system tests in CI

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* Reset system test viewport between tests

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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-19 18:40:50 +02:00
Pieter
8f56aa2877 Fix duplicate category menu IDs for mobile/desktop
Mobile and desktop transaction category menus now use
variant-specific DOM IDs and the turbo stream response
updates both targets. This prevents duplicate IDs that
caused the menu not to close on first click on desktop.
2026-01-12 22:08:59 +01:00
Alessio Cappa
b3af8bf1ae Transactions & Activities pages improvements (#452)
* feat: Add toggle on mobile to show/hide checkboxes in transaction page

* fix: Add multi-select toggle also in activities page. Make JS controller compatible also in this view.

* feat: Add category in mobile view

* feat: Add mobile layout for transaction categories

* feat: Add margin for pagination on mobile

* fix: Ensure category exists when displaying the name

* fix: Adjust mobile paddings

* fix: Display "uncategorized" label if no category is set

* fix: Expand transaction name/subtitle

* feat: Add merchant name on desktop view

* feat: Move merchant name before account name

* fix: Add class to hide merchant on mobile

* feat: Add merchant logo on mobile

* fix: add pointer-events-none to merchant image on mobile view

* feat: toggle header checkbox in transaction page when button is clicked

* Remove unnecessary CSS class

* Remove duplicate CSS class

* Remove wrong Enable Banking logo URL

* Update app/views/transactions/_transaction.html.erb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* Revert "Update app/views/transactions/_transaction.html.erb"

This reverts commit 9766c50a1d.

* Add translation for Loan Payment/Transfer

* Apply review comments

* Add accessible name for toggle based on review comments

* Use border instead of border-1 class

* Apply review comments

* Missing l10n key

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Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-24 01:57:16 +01:00
Zach Gollwitzer
e657c40d19 Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00