3 Commits

Author	SHA1	Message	Date
soky srm	e1ff6d46ee	Make categories global (#1160) ... * 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	2026-03-11 15:54:01 +01:00
Juan Manuel Reyes	e66f9543f2	Fix uncategorized budget category showing incorrect available_to_spend (#1117) ... The `subcategories` method queries `WHERE parent_id = category.id`, but for the synthetic uncategorized budget category, `category.id` is nil. This caused `WHERE parent_id IS NULL` to match ALL top-level categories, making them appear as subcategories of uncategorized. This inflated actual_spending and produced a large negative available_to_spend. Add a nil guard on category.id to return an empty relation for synthetic categories. Fixes #819 Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-04 11:02:19 +01:00
Copilot	0357cd7d44	Allow subcategories to inherit parent budget without individual limits (#579) ... * Initial plan * Implement subcategory budget inheritance feature Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Fix available_to_spend calculation for parent categories with mixed subcategories Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Optimize budget category calculations to avoid redundant filtering Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Add documentation for subcategory budget inheritance feature Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Add edge case tests for budget inheritance feature Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Fix linting issues - remove trailing whitespace Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Replace hardcoded '(shared)' label with i18n translation Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Fix test failures due to duplicate category names Use unique names with timestamps to avoid validation errors when creating test categories. The Category model has a uniqueness validation on name scoped to family_id, and the test fixtures already contain categories like "Restaurants" which were causing conflicts. Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Remove LLM `.md` spec file --------- 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: Claude <noreply@anthropic.com> Co-authored-by: Juan José Mata <jjmata@jjmata.com>	2026-01-21 22:10:15 +01:00