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Maybe/db/migrate/20250620204550_update_excluded_transactions_to_one_time.rb
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

33 lines
1.1 KiB
Ruby

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