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
..
api/v1	Fix linting issues and update API key test for source validation	2025-06-18 08:28:32 -05:00
category	New Design System + Codebase Refresh (#1823)	2025-02-21 11:57:59 -05:00
concerns	Add comprehensive API v1 with OAuth and API key authentication (#2389)	2025-06-17 15:57:05 -05:00
import	Feature: Add "amount type" configuration column for CSV imports (#1947)	2025-04-18 10:48:10 -04:00
settings	Add comprehensive API v1 with OAuth and API key authentication (#2389)	2025-06-17 15:57:05 -05:00
tag	New Design System + Codebase Refresh (#1823)	2025-02-21 11:57:59 -05:00
transactions	Account:: namespace simplifications and cleanup (#2110)	2025-04-14 11:40:34 -04:00
accountable_sparklines_controller.rb	Balance sheet cache layer, non-blocking sync UI (#2356)	2025-06-10 18:20:06 -04:00
accounts_controller.rb	Balance sheet cache layer, non-blocking sync UI (#2356)	2025-06-10 18:20:06 -04:00
application_controller.rb	Improve account sync performance, handle concurrent market data syncing (#2236)	2025-05-15 10:19:56 -04:00
budget_categories_controller.rb	Account:: namespace simplifications and cleanup (#2110)	2025-04-14 11:40:34 -04:00
budgets_controller.rb	Add breadcrumbs support across application (#1897)	2025-02-25 10:14:07 -06:00
categories_controller.rb	Transaction rules engine V1 (#1900)	2025-04-18 11:39:58 -04:00
chats_controller.rb	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
cookie_sessions_controller.rb	Improve account sync performance, handle concurrent market data syncing (#2236)	2025-05-15 10:19:56 -04:00
credit_cards_controller.rb	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
cryptos_controller.rb	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
currencies_controller.rb	More composable forms (#989)	2024-07-16 14:08:24 -04:00
current_sessions_controller.rb	Improve account sync performance, handle concurrent market data syncing (#2236)	2025-05-15 10:19:56 -04:00
depositories_controller.rb	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
email_confirmations_controller.rb	Allow users to update their email address (#1745)	2025-01-31 11:29:49 -06:00
family_merchants_controller.rb	Fix merchant editing (#2349)	2025-06-09 10:50:56 -04:00
holdings_controller.rb	Account:: namespace simplifications and cleanup (#2110)	2025-04-14 11:40:34 -04:00
impersonation_sessions_controller.rb	Impersonation (#1325)	2024-10-18 11:26:58 -05:00
imports_controller.rb	Auto sync preference, max limit on account CSV imports (#2259)	2025-05-18 15:02:51 -04:00
investments_controller.rb	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
invitations_controller.rb	Add/remove members and invitations (#1744)	2025-01-30 13:13:37 -06:00
invite_codes_controller.rb	fix: Only admins can generate invite codes (#1611)	2025-01-23 20:47:51 -05:00
loans_controller.rb	loan: Set the first valuation as the original principal. (#2088)	2025-04-14 09:09:25 -04:00
lookbooks_controller.rb	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
messages_controller.rb	Personal finance AI (v1) (#2022)	2025-03-28 13:08:22 -04:00
mfa_controller.rb	Logger cleanup	2025-03-05 13:44:56 -06:00
onboardings_controller.rb	Onboarding redirect tests and trial status bar (#2197)	2025-05-02 15:21:46 -04:00
other_assets_controller.rb	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
other_liabilities_controller.rb	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
pages_controller.rb	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
password_resets_controller.rb	Improve password reset flow, normalize translations	2024-11-05 17:15:29 -05:00
passwords_controller.rb	Rubocop updates (#1118)	2024-08-23 10:06:24 -04:00
plaid_items_controller.rb	Lazy load Plaid link tokens, fix link issues on broadcast (#2302)	2025-05-25 08:12:54 -04:00
properties_controller.rb	Basic Plaid Integration (#1433)	2024-11-15 13:49:37 -05:00
registrations_controller.rb	Feature: Implement Mobile Responsiveness (#2092)	2025-04-18 08:23:10 -05:00
rules_controller.rb	Improve rules - add name, allow sorting, improve UI (#2177)	2025-05-13 15:53:13 -04:00
securities_controller.rb	Data provider simplification, tests, and documentation (#1997)	2025-03-17 11:54:53 -04:00
sessions_controller.rb	Logger cleanup	2025-03-05 13:44:56 -06:00
subscriptions_controller.rb	Subscription tests and domain (#2209)	2025-05-06 14:05:21 -04:00
tags_controller.rb	Add ability to delete all tags (#2200)	2025-05-05 12:43:46 -04:00
trades_controller.rb	perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)	2025-06-20 13:31:58 -04:00
transaction_categories_controller.rb	Transaction rules engine V1 (#1900)	2025-04-18 11:39:58 -04:00
transactions_controller.rb	Separate exclude and one-time transaction handling (#2400)	2025-06-20 17:10:36 -04:00
transfer_matches_controller.rb	perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)	2025-06-20 13:31:58 -04:00
transfers_controller.rb	perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)	2025-06-20 13:31:58 -04:00
users_controller.rb	New onboarding, trials, Stripe integration (#2185)	2025-05-01 16:47:14 -04:00
valuations_controller.rb	Transaction rules engine V1 (#1900)	2025-04-18 11:39:58 -04:00
vehicles_controller.rb	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
webhooks_controller.rb	Plaid webhook processor	2025-05-24 18:33:59 -04:00