-
Exclude from analytics
-
This excludes the transaction from any in-app features or analytics.
+
<%= @transaction.date.strftime("%A %d %B") %>
+
+
+
+
+
+ <%= t(".overview") %>
+ <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+
+
+
+ <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+
+ <%= f.date_field :date, label: "Date", max: Date.today, "data-auto-submit-form-target": "auto" %>
+ <%= f.collection_select :category_id, Current.family.transaction_categories, :id, :name, { prompt: "Select a category", label: "Category", class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
+ <%= f.collection_select :account_id, Current.family.accounts, :id, :name, { prompt: "Select an Account", label: "Account", class: "text-gray-500" }, { class: "form-field__input cursor-not-allowed text-gray-400", disabled: "disabled" } %>
+
+ <% end %>
-
-
-
- Additional
- <%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
- <%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
-
-
+
-
- <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
- <%= f.select :tag_ids,
- options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), @transaction.tag_ids),
- {
- multiple: true,
- label: t(".select_tags"),
- class: "placeholder:text-gray-500"
- },
- "data-auto-submit-form-target": "auto" %>
- <% end %>
+
+
+ <%= t(".description") %>
+ <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+
+
+
+ <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+ <%= f.text_field :name, label: "Name", "data-auto-submit-form-target": "auto" %>
+ <% end %>
+
+
+
+
+
+ <%= t(".additional") %>
+ <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+
+
+
+ <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+ <%= f.select :tag_ids,
+ options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), @transaction.tag_ids),
+ {
+ multiple: true,
+ label: t(".select_tags"),
+ class: "placeholder:text-gray-500"
+ },
+ "data-auto-submit-form-target": "auto" %>
+ <% end %>
+
+ <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+ <%= f.text_area :notes, label: "Notes", placeholder: "Enter a note", "data-auto-submit-form-target": "auto" %>
+ <% end %>
+
+
+
+
+
+ <%= t(".settings") %>
+ <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+
+
+
+
+ <%= form_with model: @transaction, html: { class: "p-3", data: { controller: "auto-submit-form" } } do |f| %>
+
+
+
<%= t(".exclude_title") %>
+
<%= t(".exclude_subtitle") %>
+
+
+
+ <%= f.check_box :excluded, class: "sr-only peer", "data-auto-submit-form-target": "auto" %>
+
+
+
+ <% end %>
+
+
+
+
<%= t(".delete_title") %>
+
<%= t(".delete_subtitle") %>
+
+
+ <%= button_to t(".delete"),
+ transaction_path(@transaction),
+ method: :delete,
+ class: "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
+ data: { turbo_confirm: true, turbo_frame: "_top" } %>
+
+
-
- <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
- <%= f.text_area :notes, label: "Notes", placeholder: "Enter a note", "data-auto-submit-form-target": "auto" %>
- <% end %>
-
+
<% end %>
diff --git a/config/locales/views/transactions/en.yml b/config/locales/views/transactions/en.yml
index f7469940..08c99e3d 100644
--- a/config/locales/views/transactions/en.yml
+++ b/config/locales/views/transactions/en.yml
@@ -1,6 +1,11 @@
---
en:
transactions:
+ bulk_delete:
+ success: "%{count} transactions deleted"
+ bulk_update:
+ failure: Could not update transactions
+ success: "%{count} transactions updated"
categories:
create:
success: New transaction category created successfully
@@ -96,6 +101,17 @@ en:
update:
success: Merchant updated successfully
show:
+ additional: Additional
+ delete: Delete
+ delete_subtitle: This permanently deletes the transaction, affects your historical
+ balances, and cannot be undone.
+ delete_title: Delete transaction
+ description: Description
+ exclude_subtitle: This excludes the transaction from any in-app features or
+ analytics.
+ exclude_title: Exclude transaction
+ overview: Overview
select_tags: Select one or more tags
+ settings: Settings
update:
success: Transaction updated successfully
diff --git a/config/routes.rb b/config/routes.rb
index 56d9987c..974229ef 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -43,6 +43,9 @@ Rails.application.routes.draw do
resources :transactions do
collection do
+ post "bulk_delete"
+ post "bulk_update"
+
scope module: :transactions, as: :transaction do
resources :rows, only: %i[ show update ]
diff --git a/test/controllers/transactions_controller_test.rb b/test/controllers/transactions_controller_test.rb
index 839e38c6..94d36aff 100644
--- a/test/controllers/transactions_controller_test.rb
+++ b/test/controllers/transactions_controller_test.rb
@@ -97,13 +97,16 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
test "incomes are negative" do
assert_difference("Transaction.count") do
- post transactions_url, params: { transaction: {
- nature: "income",
- account_id: @transaction.account_id,
- amount: @transaction.amount,
- currency: @transaction.currency,
- date: @transaction.date,
- name: @transaction.name } }
+ post transactions_url, params: {
+ transaction: {
+ nature: "income",
+ account_id: @transaction.account_id,
+ amount: @transaction.amount,
+ currency: @transaction.currency,
+ date: @transaction.date,
+ name: @transaction.name
+ }
+ }
end
assert_redirected_to transactions_url
@@ -122,7 +125,8 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
amount: @transaction.amount,
currency: @transaction.currency,
date: @transaction.date,
- name: @transaction.name
+ name: @transaction.name,
+ tag_ids: [ Tag.first.id, Tag.second.id ]
}
}
@@ -138,4 +142,40 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
assert_redirected_to transactions_url
assert_enqueued_with(job: AccountSyncJob)
end
+
+ test "can destroy many transactions at once" do
+ delete_count = 10
+ assert_difference("Transaction.count", -delete_count) do
+ post bulk_delete_transactions_url, params: { bulk_delete: { transaction_ids: @recent_transactions.first(delete_count).pluck(:id) } }
+ end
+
+ assert_redirected_to transactions_url
+ assert_equal "10 transactions deleted", flash[:notice]
+ end
+
+ test "can update many transactions at once" do
+ transactions = @user.family.transactions.ordered.limit(20)
+
+ transactions.each do |transaction|
+ transaction.update! excluded: false, currency: "USD", category_id: Transaction::Category.first.id
+ end
+
+ post bulk_update_transactions_url, params: {
+ bulk_update: {
+ transaction_ids: transactions.map(&:id),
+ excluded: true,
+ currency: "CAD",
+ category_id: Transaction::Category.second.id
+ }
+ }
+
+ assert_redirected_to transactions_url
+ assert_equal "#{transactions.count} transactions updated", flash[:notice]
+
+ transactions.reload.each do |transaction|
+ assert transaction.excluded
+ assert_equal "CAD", transaction.currency
+ assert_equal Transaction::Category.second, transaction.category
+ end
+ end
end