3 Commits

Author	SHA1	Message	Date
Copilot	888fa3684a	Include subcategories in transaction search filters (#401) ... * 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. --------- 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) ... * 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> --------- 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) ... * 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