panther eb0866a678 Add exclude_from_reports option to accounts ...

Adds a toggle to mark accounts as excluded from all financial reports
while keeping them active and visible individually.

- Migration: add exclude_from_reports boolean column to accounts
- Model: included_in_reports scope
- BalanceSheet: filter excluded from ClassificationGroup and AccountGroup totals,
  HistoricalAccountScope, AccountRow flag
- IncomeStatement: exclude via SQL fragments in Totals, FamilyStats, CategoryStats
- InvestmentStatement/Budget: chain included_in_reports scope
- ReportsController: filter in breakdown view, export queries, trades
- AccountsController: toggle_exclude_from_reports action + route
- UI: DS::Toggle in account form, eye-off indicator in sidebar, menu toggle items
- Locale: all labels in en.yml
- Tests: model scope, controller toggle, income statement/balance sheet filtering
- 5070 tests pass (0 failures, 0 regressions)

2026-06-27 00:57:03 +00:00

..

channels/application_cable

…

components

fix(ds): migrate goals color picker back to DS::Disclosure (#2350)

2026-06-15 20:13:15 +02:00

controllers

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

data_migrations

…

fixtures

feat(imports): add YNAB CSV import (#2361)

2026-06-16 08:32:17 +02:00

helpers

feat(imports): verify Sure NDJSON import readback (#1869)

2026-05-20 21:35:22 +02:00

integration

fix(a11y): add skip-link and aria-current="page" to application layout (#1781)

2026-05-14 21:53:31 +02:00

interfaces

fix(jobs): enqueue jobs after transaction commit to fix SyncJob deserialization race (#2354)

2026-06-15 21:43:08 +02:00

javascript

feat: resizable accounts & assistant sidebars (#2482)

2026-06-26 06:45:08 +02:00

jobs

fix(jobs): enqueue jobs after transaction commit to fix SyncJob deserialization race (#2354)

2026-06-15 21:43:08 +02:00

lib

feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)

2026-05-19 13:37:10 +02:00

mailers

Add scheduled DemoFamilyRefreshJob to rebuild demo data daily (#1217)

2026-03-17 19:41:26 +01:00

migrations

Add Plaid migration constant alias (#1235)

2026-03-21 01:03:19 +01:00

models

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

policies

refactor: improve SSO provider management and logging

2026-01-03 21:13:24 -05:00

services

…

support

perf(dashboard): streamline investment activity totals (#2257)

2026-06-18 20:18:18 +02:00

system

Allow multiple active API keys per user (#2077)

2026-06-26 06:47:38 +02:00

vcr_cassettes

…

views

fix(categories): avoid index N+1 queries (#2089)

2026-06-01 21:59:46 +02:00

api_endpoint_consistency_rule_test.rb

feat: Add LLM prompt for API endpoint consistency (#949)

2026-02-10 23:36:25 +01:00

application_system_test_case.rb

Add Actual Budget CSV import flow (#1830)

2026-05-18 18:38:53 +02:00

encryption_verification_test.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

i18n_test.rb

…

test_helper.rb

perf(dashboard): streamline investment activity totals (#2257)

2026-06-18 20:18:18 +02:00