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Separate exclude and one-time transaction handling (#2400)

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* 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>
This commit is contained in:
Zach Gollwitzer 2025-06-20 17:10:36 -04:00 • committed by GitHub
parent c003e8c6ed
commit 63d8114b05
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28 changed files with 147 additions and 115 deletions
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14
test/models/income_statement_test.rb
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@ -204,6 +204,20 @@ class IncomeStatementTest < ActiveSupport::TestCase
assert_equal Money.new(900, @family.currency), totals.expense_money
end
test "excludes excluded transactions from income statement calculations" do
# Create an excluded transaction
excluded_transaction_entry = create_transaction(account: @checking_account, amount: 250, category: @groceries_category)
excluded_transaction_entry.update!(excluded: true)
income_statement = IncomeStatement.new(@family)
totals = income_statement.totals
# Should exclude excluded transactions
assert_equal 4, totals.transactions_count # Only original 4 transactions
assert_equal Money.new(1000, @family.currency), totals.income_money
assert_equal Money.new(900, @family.currency), totals.expense_money
end
# NEW TESTS: Interval-Based Calculations
test "different intervals return different statistical results with multi-period data" do
# Clear existing transactions