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63d8114b05
* 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>
118 lines
4.9 KiB
Plaintext
118 lines
4.9 KiB
Plaintext
<%# locals: (entry:, balance_trend: nil, view_ctx: "global") %>
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<% transaction = entry.entryable %>
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<%= turbo_frame_tag dom_id(entry) do %>
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<%= turbo_frame_tag dom_id(transaction) do %>
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<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4 lg:p-4
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<%= @focused_record == entry || @focused_record == transaction ?
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"border border-gray-900 rounded-lg" : "" %>
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<%= entry.excluded ? "opacity-50 text-gray-400" : "" %>">
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<div class="pr-4 lg:pr-10 flex items-center gap-3 lg:gap-4 col-span-8 <%= view_ctx == "global" ? "lg:col-span-8" : "lg:col-span-6" %>">
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<%= check_box_tag dom_id(entry, "selection"),
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disabled: transaction.transfer.present?,
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class: "checkbox checkbox--light",
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data: {
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id: entry.id,
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"bulk-select-target": "row",
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action: "bulk-select#toggleRowSelection"
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} %>
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<div class="max-w-full">
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<%= content_tag :div, class: ["flex items-center gap-2"] do %>
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<% if transaction.merchant&.logo_url.present? %>
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<%= image_tag transaction.merchant.logo_url,
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class: "w-6 h-6 rounded-full",
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loading: "lazy" %>
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<% else %>
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<%= render FilledIconComponent.new(
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variant: :text,
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text: entry.name,
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size: "sm",
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rounded: true
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) %>
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<% end %>
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<div class="truncate">
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<div class="space-y-0.5">
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<div class="flex items-center gap-1 min-w-0">
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<div class="truncate flex-shrink">
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<% if transaction.transfer? %>
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<%= link_to(
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entry.name,
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transaction.transfer.present? ? transfer_path(transaction.transfer) : entry_path(entry),
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data: {
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turbo_frame: "drawer",
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turbo_prefetch: false
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},
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class: "hover:underline"
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) %>
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<% else %>
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<%= link_to(
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entry.name,
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entry_path(entry),
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data: {
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turbo_frame: "drawer",
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turbo_prefetch: false
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},
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class: "hover:underline"
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) %>
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<% end %>
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</div>
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<div class="flex items-center gap-1 flex-shrink-0">
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<% if transaction.one_time? %>
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<span class="text-orange-500" title="One-time <%= entry.amount.negative? ? "income" : "expense" %> (excluded from averages)">
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<%= icon "asterisk", size: "sm", color: "current" %>
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</span>
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<% end %>
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<% if transaction.transfer.present? %>
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<%= render "transactions/transfer_match", transaction: transaction %>
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<% end %>
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</div>
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</div>
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<div class="text-secondary text-xs font-normal hidden lg:block">
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<% if transaction.transfer? %>
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<span class="text-secondary">
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<%= transaction.loan_payment? ? "Loan Payment" : "Transfer" %> • <%= entry.account.name %>
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</span>
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<% else %>
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<%= link_to entry.account.name,
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account_path(entry.account, tab: "transactions", focused_record_id: entry.id),
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data: { turbo_frame: "_top" },
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class: "hover:underline" %>
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<% end %>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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</div>
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<div class="hidden lg:flex items-center gap-1 col-span-2">
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<%= render "transactions/transaction_category", transaction: transaction %>
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</div>
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<div class="col-span-4 lg:col-span-2 ml-auto text-right">
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<%= content_tag :p,
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transaction.transfer? && view_ctx == "global" ? "+/- #{format_money(entry.amount_money.abs)}" : format_money(-entry.amount_money),
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class: ["text-green-600": entry.amount.negative?] %>
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</div>
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<% if view_ctx != "global" %>
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<div class="col-span-2 justify-self-end hidden lg:block">
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<% if balance_trend&.trend %>
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<%= tag.p format_money(balance_trend.trend.current),
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class: "font-medium text-sm text-primary" %>
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<% else %>
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<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
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<% end %>
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</div>
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<% end %>
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</div>
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<% end %>
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<% end %>
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