Commit Graph
5 Commits
Author SHA1 Message Date
Guillem Arias Fauste 23e7db4f4d feat(transactions): surface recently-used categories in the category picker (#2829)
* fix(transactions): don't crash the rule-prompt flash when clearing a category

needs_rule_notification? only checked saved_change_to_category_id? and
eligible_for_category_rule?, neither of which accounts for category_id
being nil. Clearing a category (Clear category / entryable_attributes
category_id: nil) satisfies both, so the caller went on to read
transaction.category.name against a nil category and crashed.

A rule prompt only makes sense when a category was assigned, not
cleared, so bail out early when there's no category to build a rule
around.

* feat(transactions): surface recently-used categories in the category picker

Reframes the recency-vs-muscle-memory question as additive, not
either/or: a small "Recent" section pinned above the existing
alphabetical list, which stays exactly where it always was below it.
Precedent for reordering the primary list by frequency (Office's old
adaptive menus, browser-history-style resorting) is a well-known
anti-pattern — position drifts under the user's hand. Every picker
that does recency well (VS Code's command palette, Spotify, Slack's
emoji picker) adds a small separate recent cluster instead.

- Category#last_used_at, touched only in
  TransactionCategoriesController#update — the one place a category is
  actually hand-picked by a person, as opposed to a rule or import
  auto-assigning one.
- Category.recently_used_for(family:, excluding:, limit:) batches the
  family-scoped query; dropdowns_controller excludes the already-
  selected category from the Recent section since it's already pinned
  to the top of the main list.
- "Recent" hides itself the moment a search query is typed — it's a
  pre-search shortcut, not a second copy of search results. Its rows
  are force-hidden (not just filtered) so keyboard nav can't land on a
  row that's invisible only because its ancestor section is hidden.

* fix(categories): address review feedback on recent-categories picker

- Track last_used_at from every manual assignment path (transaction edit
  form, categorization wizard bulk-update, create-and-assign), not just
  the category-picker endpoint. Centralized as Transaction#record_category_usage!,
  called explicitly from each manual controller action rather than wired
  to a blanket after_save callback, since rule/import auto-assignment
  must not count as a "recent" pick.
- Give recent-section rows a distinct DOM id (recent_category_option_<id>)
  from their canonical-list counterpart so aria-activedescendant can't
  resolve to a hidden duplicate during keyboard nav.
- Fix migration to ActiveRecord::Migration[7.2] to match the rest of the repo.
- Materialize @recent_categories with .to_a to avoid a redundant query.
2026-08-04 23:03:12 +02:00
Copilotjjmatacopilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>Juan José Mata
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
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
Zach Gollwitzer da18c3d850 Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Zach Gollwitzer bddaab0192 Account namespace updates: part 4 (transfers, singular namespacing) (#896)
* 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
2024-06-20 13:32:44 -04:00