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Maybe/test/models
Zach Gollwitzer 63d8114b05
Separate exclude and one-time transaction handling (#2400)
* 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>
2025-06-20 17:10:36 -04:00
..
account Improve chart performance and gapfilling (#2306) 2025-05-25 20:40:18 -04:00
balance Improve chart performance and gapfilling (#2306) 2025-05-25 20:40:18 -04:00
concerns Encapsulate enrichment actions, add tests 2025-05-20 11:33:35 -04:00
exchange_rate Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255) 2025-05-17 16:37:16 -04:00
family Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
holding Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255) 2025-05-17 16:37:16 -04:00
plaid_account Only fetch needed Plaid products, improve Plaid tests and mocks 2025-05-24 16:40:28 -04:00
plaid_entry Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
plaid_item Increase specificity of filter when fetching Plaid liabilities 2025-05-24 19:16:55 -04:00
provider feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316) 2025-05-27 05:04:58 -05:00
rule Fix attribute locking namespace conflict, duplicate syncs 2025-05-19 16:39:31 -04:00
security Security resolver and health checker (#2281) 2025-05-22 12:43:24 -04:00
transaction Separate exclude and one-time transaction handling (#2400) 2025-06-20 17:10:36 -04:00
transfer perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
account_test.rb Add nice formatting for subtypes on account list (#2138) 2025-04-22 14:10:50 -04:00
address_test.rb Fix: No comma when locality is empty (small fix) (#2111) 2025-04-16 20:26:45 -05:00
api_key_test.rb Fix linting issues and update API key test for source validation 2025-06-18 08:28:32 -05:00
assistant_message_test.rb feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316) 2025-05-27 05:04:58 -05:00
assistant_test.rb feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316) 2025-05-27 05:04:58 -05:00
balance_sheet_test.rb Balance sheet cache layer, non-blocking sync UI (#2356) 2025-06-10 18:20:06 -04:00
category_test.rb Ensure Consistent Category Colors (#1722) 2025-01-30 16:49:31 -05:00
chat_test.rb feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316) 2025-05-27 05:04:58 -05:00
current_test.rb Use DB for auth sessions (#1233) 2024-10-03 14:42:22 -04:00
developer_message_test.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
exchange_rate_test.rb Market data sync refinements (#2252) 2025-05-16 14:17:56 -04:00
family_test.rb Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
holding_test.rb holding: Add multi-currency support for average costs calculations. (#2153) 2025-05-06 12:12:44 -04:00
impersonation_session_test.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
income_statement_test.rb Separate exclude and one-time transaction handling (#2400) 2025-06-20 17:10:36 -04:00
invite_code_test.rb Use consistent language for invite codes 2024-02-02 19:37:10 -06:00
loan_test.rb Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
market_data_importer_test.rb Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255) 2025-05-17 16:37:16 -04:00
mobile_device_test.rb Add secure OAuth2-based mobile authentication 2025-06-18 08:20:22 -05:00
period_test.rb Fix time period key conflicts (#1944) 2025-03-03 12:47:20 -05:00
plaid_item_test.rb Require upstream item removal to delete plaid item 2025-05-24 19:23:36 -04:00
provider_test.rb Use faraday retry, move retry logic to concrete provider level (#2042) 2025-04-01 08:41:49 -04:00
rule_test.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
security_test.rb Handle case sensitive values when creating securities 2025-05-08 14:31:43 -04:00
subscription_test.rb Improve rules - add name, allow sorting, improve UI (#2177) 2025-05-13 15:53:13 -04:00
sync_test.rb Handle duplicate sync jobs 2025-05-24 17:58:17 -04:00
tag_test.rb Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
trade_import_test.rb Security resolver and health checker (#2281) 2025-05-22 12:43:24 -04:00
transaction_import_test.rb Feature: Add "amount type" configuration column for CSV imports (#1947) 2025-04-18 10:48:10 -04:00
transfer_test.rb perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
trend_test.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
user_message_test.rb feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316) 2025-05-27 05:04:58 -05:00
user_test.rb Multi-factor authentication (#1817) 2025-02-06 14:16:53 -06:00