Files
sure/app/views/settings/_settings_nav.html.erb
soky srm 0cda69ebb0 Split UI (#1245)
* Initial split transaction support

* Add support to unsplit and edit split

* Update show.html.erb

* FIX address reviews

* Improve UX

* Update show.html.erb

* Reviews

* Update edit.html.erb

* Add parent category to dialog

* Update en.yml

* Add UI indication to totals

* FIX ui update

* Add category select like rest of app

* Add split ui

* Add settings configuration for split transactions

- Adds a new settings section for appearance changes
- Also adds extra checks for delete and API calls
- Also adds checks for parent/child changes

* fixes

- split transactions dark mode fix
- add split transactions to context menu

* Update entry.rb

1. New validation split_child_date_matches_parent — prevents saving a split child with a date different from its parent. This is the root-cause fix that
   protects all flows at once.
  2. Bulk update guard — bulk_update! now strips :date from attributes when processing split children, preventing the validation from raising and silently
   skipping the date change instead.

* N+1 fix for split_parent?

* Update entry.rb

  Problem: In bulk_update!, when a split child has :date removed from attrs (line 432) and the remaining attrs is empty (e.g., the bulk update only
  changed the date), entry.update! {} still ran as a no-op. But lock_saved_attributes! and mark_user_modified! at lines 443-444 executed unconditionally,
  incorrectly marking untouched split children as user-modified and opting them out of future syncs.

  Fix:
  1. Added a changed flag to track whether any actual modification happened
  2. Wrapped entry.update! in an if attrs.present? check so no-op updates are skipped
  3. Gated lock_saved_attributes! and mark_user_modified! behind if changed, so they only run when the entry was actually modified (either via attribute
  update or tag update)

* fixes

1. Indentation in show.html.erb Settings section — The split button block and delete block had extra indentation making them appear nested inside guard
  blocks they weren't part of. Fixed to match actual nesting.
  2. Skip @split_parents query when grouping is off — The controller now only loads split parent entries when show_split_grouped? is true, saving a query
  with joins when the feature is disabled.
2026-03-22 12:02:58 +01:00

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<%
nav_sections = [
{
header: t(".general_section_title"),
items: [
{ label: t(".accounts_label"), path: accounts_path, icon: "layers" },
{ label: t(".bank_sync_label"), path: settings_bank_sync_path, icon: "banknote" },
{ label: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" },
{ label: t(".appearance_label"), path: settings_appearance_path, icon: "palette" },
{ label: t(".profile_label"), path: settings_profile_path, icon: "circle-user" },
{ label: t(".security_label"), path: settings_security_path, icon: "shield-check" },
{ label: t(".payment_label"), path: settings_payment_path, icon: "circle-dollar-sign", if: !self_hosted? && Current.family.can_manage_subscription? }
]
},
{
header: t(".transactions_section_title"),
items: [
{ label: t(".categories_label"), path: categories_path, icon: "shapes" },
{ label: t(".tags_label"), path: tags_path, icon: "tags" },
{ label: t(".rules_label"), path: rules_path, icon: "git-branch" },
{ label: t(".merchants_label"), path: family_merchants_path, icon: "store" },
{ label: t(".recurring_transactions_label"), path: recurring_transactions_path, icon: "repeat" }
]
},
(
Current.user&.admin? ? {
header: t(".advanced_section_title"),
items: [
{ label: t(".ai_prompts_label"), path: settings_ai_prompts_path, icon: "bot" },
{ label: "LLM Usage", path: settings_llm_usage_path, icon: "activity" },
{ label: t(".api_keys_label"), path: settings_api_key_path, icon: "key" },
{ label: t(".self_hosting_label"), path: settings_hosting_path, icon: "database", if: self_hosted? },
{ label: "Providers", path: settings_providers_path, icon: "plug" },
{ label: t(".imports_label"), path: imports_path, icon: "download" },
{ label: t(".exports_label"), path: family_exports_path, icon: "upload" },
{ label: "SSO Providers", path: admin_sso_providers_path, icon: "key-round", if: Current.user&.super_admin? },
{ label: "Users", path: admin_users_path, icon: "users", if: Current.user&.super_admin? }
]
} : nil
),
{
header: t(".other_section_title"),
items: [
{ label: t(".guides_label"), path: settings_guides_path, icon: "book-open" },
{ label: t(".whats_new_label"), path: changelog_path, icon: "box" },
{ label: t(".feedback_label"), path: feedback_path, icon: "megaphone" }
]
}
]
%>
<div class="space-y-4">
<div class="hidden lg:flex items-center gap-2 p-1.5">
<%= render DS::Link.new(
text: t("settings.settings_nav_link_large.previous"),
icon: "chevron-left",
href: previous_path,
variant: "ghost",
) %>
<%= link_to previous_path, class: "hidden md:block uppercase bg-surface-inset-hover rounded-sm px-1 py-0.5 text-xs text-secondary shadow-sm ml-1 pointer-events-none", data: { controller: "hotkey", hotkey: "Escape" } do %>
<kbd>esc</kbd>
<% end %>
</div>
<nav class="space-y-4 hidden md:block">
<% nav_sections.compact.each do |section| %>
<section class="space-y-2">
<div class="flex items-center gap-2 px-3">
<h3 class="uppercase text-secondary font-medium text-xs"><%= section[:header] %></h3>
<%= render "shared/ruler", classes: "w-full" %>
</div>
<ul class="space-y-1">
<% section[:items].each do |item| %>
<% next if item[:if] == false %>
<li>
<%= render "settings/settings_nav_item", name: item[:label], path: item[:path], icon: item[:icon] %>
</li>
<% end %>
</ul>
</section>
<% end %>
<section>
<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 px-3 py-2 rounded-lg text-sm text-destructive hover:bg-surface-hover w-full" do %>
<%= icon("log-out", color: "current") %>
<span><%= t(".logout") %></span>
<% end %>
</section>
</nav>
<nav class="space-y-4 overflow-x-auto md:hidden no-scrollbar overscroll-none" id="mobile-settings-nav" data-controller="preserve-scroll scroll-on-connect">
<ul class="flex flex-nowrap space-x-1">
<li>
<%= render DS::Link.new(
text: t("settings.settings_nav_link_large.previous"),
icon: "chevron-left",
href: previous_path,
variant: "ghost",
) %>
</li>
<% nav_sections.compact.each do |section| %>
<% section[:items].each do |item| %>
<% next if item[:if] == false %>
<li>
<%= render "settings/settings_nav_item", name: item[:label], path: item[:path], icon: item[:icon] %>
</li>
<% end %>
<% end %>
<li>
<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 px-3 py-2 rounded-lg text-sm text-destructive hover:bg-surface-hover w-full" do %>
<%= icon("log-out", color: "current") %>
<span><%= t(".logout") %></span>
<% end %>
</li>
</ul>
</nav>
</div>