Commit Graph

9 Commits

Author SHA1 Message Date
Juan José Mata
70f483c603 Add tests for uncategorized transaction filter across locales (#862)
* test: Add tests for uncategorized filter across all locales

Adds two tests to catch the bug where filtering for "Uncategorized"
transactions fails when the user's locale is not English:

1. Tests that filtering with the locale-specific uncategorized name
   works correctly in all SUPPORTED_LOCALES
2. Tests that filtering with the English "Uncategorized" parameter
   works regardless of the current locale (catches the French bug)

https://claude.ai/code/session_01JcKj4776k5Es8Cscbm4kUo

* fix: Fix uncategorized filter for French, Catalan, and Dutch locales

The uncategorized filter was failing when the URL parameter contained
"Uncategorized" (English) but the user's locale was different. This
affected 3 locales with non-English translations:
- French: "Non catégorisé"
- Catalan: "Sense categoria"
- Dutch: "Ongecategoriseerd"

The fix adds Category.all_uncategorized_names which returns all possible
uncategorized name translations across supported locales, and updates
the search filter to check against all variants instead of just the
current locale's translation.

https://claude.ai/code/session_01JcKj4776k5Es8Cscbm4kUo

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-02-01 18:59:12 +01:00
charsel
33df3b781e fix: Handle uncategorized transactions filter correctly (#802)
* fix: Handle uncategorized transactions filter correctly

When filtering for 'Uncategorized' transactions, the filter was not working
because 'Uncategorized' is a virtual category (Category.uncategorized returns
a non-persisted Category object) and does not exist in the database.

The filter was attempting to match 'categories.name IN (Uncategorized)' which
returned zero results.

This fix removes 'Uncategorized' from the category names array before querying
the database, allowing the existing 'category_id IS NULL' condition to work
correctly.

Fixes filtering for uncategorized transactions while maintaining backward
compatibility with all other category filters.

* test: Add comprehensive tests for Uncategorized filter

- Test filtering for only uncategorized transactions
- Test combining uncategorized with real categories
- Test excluding uncategorized when not in filter
- Ensures fix prevents regression

* refactor: Use Category.uncategorized.name for i18n support

- Replace hard-coded 'Uncategorized' string with Category.uncategorized.name
- Conditionally build SQL query based on include_uncategorized flag
- Avoid adding category_id IS NULL clause when not needed
- Update tests to use Category.uncategorized.name for consistency
- Cleaner logic: only include uncategorized condition when requested

Addresses code review feedback on i18n support and query optimization.

* test: Fix travel category fixture error

Create travel category dynamically instead of using non-existent fixture

* style: Fix rubocop spacing in array brackets

---------

Co-authored-by: Charsel <charsel@charsel.com>
2026-01-27 12:28:33 +01:00
Alessio Cappa
9aa9b3a1b0 feat: Include notes in transaction search (#615)
* feat: Include notes in transaction search

* Add tests
2026-01-11 18:59:40 +01:00
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
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)
* 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)
* 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