Copilot
888fa3684a
Include subcategories in transaction search filters ( #401 )
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* Initial plan
* Fix subcategory filtering in transaction search
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com >
* Address code review: scope category lookup to family for security
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com >
* Make sure parent categories are not NULL.
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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 >
2025-12-01 23:38:48 +01:00
Zach Gollwitzer
63d8114b05
Separate exclude and one-time transaction handling ( #2400 )
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* Separate exclude and one-time transaction handling
- Split transaction "exclude" and "one-time" toggles into separate controls in transaction detail view
- Updated Transaction::Search to show excluded transactions with grayed-out styling instead of filtering them out
- Modified IncomeStatement calculations to exclude both excluded and one_time transactions from totals
- Added migration to convert existing excluded transactions to also be one_time for backward compatibility
- Updated transaction list view to show asterisk for one_time transactions and gray out excluded ones
- Added controller support for kind parameter in transaction updates
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com >
* Fix linting issues
- Remove trailing whitespace from migration
- Fix ERB formatting throughout templates
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com >
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Co-authored-by: Claude <noreply@anthropic.com >
2025-06-20 17:10:36 -04:00
Zach Gollwitzer
1aae00f586
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations ( #2388 )
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* add kind to transaction model
* Basic transfer creator
* Fix method naming conflict
* Creator form pattern
* Remove stale methods
* Tweak migration
* Remove BaseQuery, write entire query in each class for clarity
* Query optimizations
* Remove unused exchange rate query lines
* Remove temporary cache-warming strategy
* Fix test
* Update transaction search
* Decouple transactions endpoint from IncomeStatement
* Clean up transactions controller
* Update cursor rules
* Cleanup comments, logic in search
* Fix totals logic on transactions view
* Fix pagination
* Optimize search totals query
* Default to last 30 days on transactions page if no filters
* Decouple transactions list from transfer details
* Revert transfer route
* Migration reset
* Bundle update
* Fix matching logic, tests
* Remove unused code
2025-06-20 13:31:58 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace ( #894 )
2024-06-20 08:15:09 -04:00
Jose Farias
4c5f8263bc
Implement transaction category management ( #688 )
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* Singularize "transaction" in transaction-nested paths
* Refactor category badge partial
* Let modal content define its width
* Add contectual menu to transactions index
* Add null_category helper
* Implement category edits
* Fix inline transaction category badges
* Fix typos in system test paths
* Add missing translations
* Add decoration to color select controller
* Wire up transaction category creation
* Fix indent in color-select-controller
* Add button for clearing category from transaction
* Implement category deletions
* Fix existing modal sizes
* Use null_category in a single place
* Remove anemic method in category deletion controller
* reassign_and_destroy -> reassign_transactions_then_destroy
* Fix i18n
* Remove destroy action from CategoriesController callbacks
* transactions_merchant -> transaction_merchant
* reassign_transactions_then_destroy -> replace_and_destroy
* Add transaction category CRUD tests
* Add presence check for transaction_id
* Check replacement_category_id presence
* Test Transaction::Category#replace_and_destroy!
2024-05-02 09:24:31 -04:00
Jakub Kottnauer
90d0cc0c39
Add backend support for transaction categories ( #524 )
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* Add backend support for transaction categories
* Fix tests
* Localize default category names
* Add tests
* Remove category icon and set default color
2024-03-07 13:15:50 -05:00
