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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>
33 lines
1.1 KiB
Ruby
33 lines
1.1 KiB
Ruby
class UpdateExcludedTransactionsToOneTime < ActiveRecord::Migration[7.2]
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def change
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reversible do |dir|
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dir.up do
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# Update all transactions that have excluded entries to be one_time
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# They remain excluded as well since users were using excluded as "one time" before
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execute <<~SQL
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UPDATE transactions
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SET kind = 'one_time'
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FROM entries
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WHERE entries.entryable_id = transactions.id
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AND entries.entryable_type = 'Transaction'
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AND entries.excluded = true
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AND transactions.kind = 'standard'
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SQL
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end
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dir.down do
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# Revert one_time transactions back to standard if their entry is excluded
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# This assumes these were the ones we migrated in the up method
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execute <<~SQL
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UPDATE transactions
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SET kind = 'standard'
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FROM entries
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WHERE entries.entryable_id = transactions.id
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AND entries.entryable_type = 'Transaction'
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AND entries.excluded = true
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AND transactions.kind = 'one_time'
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SQL
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end
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end
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end
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end
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