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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>
172 lines
6.6 KiB
Text
172 lines
6.6 KiB
Text
<%= render DialogComponent.new(variant: "drawer") do |dialog| %>
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<% dialog.with_header do %>
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<%= render "transactions/header", entry: @entry %>
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<% end %>
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<% dialog.with_body do %>
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<% dialog.with_section(title: t(".overview"), open: true) do %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= f.text_field :name,
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label: t(".name_label"),
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"data-auto-submit-form-target": "auto" %>
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<%= f.date_field :date,
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label: t(".date_label"),
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max: Date.current,
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disabled: @entry.linked?,
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"data-auto-submit-form-target": "auto" %>
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<% unless @entry.transaction.transfer? %>
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<div class="flex items-center gap-2">
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<%= f.select :nature,
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[["Expense", "outflow"], ["Income", "inflow"]],
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{ container_class: "w-1/3", label: t(".nature"), selected: @entry.amount.negative? ? "inflow" : "outflow" },
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{ data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? } %>
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<%= f.money_field :amount, label: t(".amount"),
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container_class: "w-2/3",
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auto_submit: true,
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min: 0,
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value: @entry.amount.abs,
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disabled: @entry.linked?,
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disable_currency: @entry.linked? %>
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</div>
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<%= f.fields_for :entryable do |ef| %>
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<%= ef.collection_select :category_id,
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Current.family.categories.alphabetically,
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:id, :name,
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{ label: t(".category_label"),
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class: "text-subdued", include_blank: t(".uncategorized") },
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"data-auto-submit-form-target": "auto" %>
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<% end %>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% dialog.with_section(title: t(".details")) do %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "space-y-2",
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data: { controller: "auto-submit-form" } do |f| %>
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<% unless @entry.transaction.transfer? %>
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<%= f.select :account,
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options_for_select(
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Current.family.accounts.alphabetically.pluck(:name, :id),
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@entry.account_id
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),
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{ label: t(".account_label") },
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{ disabled: true } %>
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<%= f.fields_for :entryable do |ef| %>
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<%= ef.collection_select :merchant_id,
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[@entry.transaction.merchant, *Current.family.merchants.alphabetically].compact,
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:id, :name,
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{ include_blank: t(".none"),
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label: t(".merchant_label"),
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class: "text-subdued" },
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"data-auto-submit-form-target": "auto" %>
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<%= ef.select :tag_ids,
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Current.family.tags.alphabetically.pluck(:name, :id),
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{
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include_blank: t(".none"),
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multiple: true,
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label: t(".tags_label"),
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container_class: "h-40"
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},
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{ "data-auto-submit-form-target": "auto" } %>
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<% end %>
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<% end %>
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<%= f.text_area :notes,
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label: t(".note_label"),
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placeholder: t(".note_placeholder"),
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rows: 5,
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"data-auto-submit-form-target": "auto" %>
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<% end %>
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</div>
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<% end %>
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<% dialog.with_section(title: t(".settings")) do %>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "p-3",
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data: { controller: "auto-submit-form" } do |f| %>
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<div class="flex cursor-pointer items-center gap-4 justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-primary">Exclude</h4>
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<p class="text-secondary">Excluded transactions will be removed from budgeting calculations and reports.</p>
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</div>
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<%= f.toggle :excluded, { data: { auto_submit_form_target: "auto" } } %>
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</div>
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<% end %>
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</div>
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<div class="pb-4">
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<%= styled_form_with model: @entry,
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url: transaction_path(@entry),
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class: "p-3",
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data: { controller: "auto-submit-form" } do |f| %>
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<%= f.fields_for :entryable do |ef| %>
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<div class="flex cursor-pointer items-center gap-4 justify-between">
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<div class="text-sm space-y-1">
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<h4 class="text-primary">One-time <%= @entry.amount.negative? ? "Income" : "Expense" %></h4>
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<p class="text-secondary">One-time transactions will be excluded from certain budgeting calculations and reports to help you see what's really important.</p>
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</div>
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<%= ef.toggle :kind, {
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checked: @entry.transaction.one_time?,
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data: { auto_submit_form_target: "auto" }
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}, "one_time", "standard" %>
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</div>
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<% end %>
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<% end %>
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<div class="flex items-center justify-between gap-4 p-3">
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<div class="text-sm space-y-1">
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<h4 class="text-primary">Transfer or Debt Payment?</h4>
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<p class="text-secondary">Transfers and payments are special types of transactions that indicate money movement between 2 accounts.</p>
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</div>
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<%= render LinkComponent.new(
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text: "Open matcher",
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icon: "arrow-left-right",
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variant: "outline",
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href: new_transaction_transfer_match_path(@entry),
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frame: :modal
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) %>
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</div>
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<!-- Delete Transaction Form -->
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<div class="flex items-center justify-between gap-2 p-3">
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<div class="text-sm space-y-1">
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<h4 class="text-primary"><%= t(".delete_title") %></h4>
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<p class="text-secondary"><%= t(".delete_subtitle") %></p>
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</div>
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<%= render ButtonComponent.new(
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text: t(".delete"),
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variant: "outline-destructive",
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href: entry_path(@entry),
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method: :delete,
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confirm: CustomConfirm.for_resource_deletion("transaction"),
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frame: "_top"
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) %>
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</div>
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</div>
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<% end %>
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<% end %>
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<% end %>
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