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feat: Add undo command for pending edits, rebind detail view to 'd'
**Keybinding Changes:** - `u` → Undo most recent pending edit (NEW) - `d` → Detail view (all transactions) - moved from `u` - Removed `d` for delete transaction (was hidden binding) - `D` (Shift+D) → Find duplicates (unchanged) **Undo Functionality:** - Press `u` to remove the most recent pending edit from the queue - Undoes in reverse order (LIFO - last queued, first undone) - Preserves cursor position and scroll state - Shows notification: "Undone {Field} edit (N remaining)" - Works for all edit types: merchant, category, hide_from_reports **Implementation:** - Added action_undo_pending_edits() in app.py - Pops most recent edit from pending_edits list - Refreshes view with force_rebuild=False (smooth update) - Shows informative notification with field name and count **Tests:** - Added 4 comprehensive unit tests in test_workflows.py: - test_undo_removes_most_recent_edit - test_undo_with_single_edit - test_undo_preserves_earlier_edits - test_undo_different_field_types - All 759 tests pass **Documentation Updates:** - Updated Navigation & Search: `u` → `d` for detail view - Updated Amazon Mode: `u` → `d`, added `u` for undo - Updated Keyboard Shortcuts: - Changed `u` to `d` for detail view - Changed `d` to `D` (Shift+D) for duplicates - Removed delete keybinding (was hidden anyway) - Added Undo section with explanation **Why:** - `u` is more intuitive for undo (familiar from text editors) - `d` is mnemonic for detail view - Undo is a common need when queueing multiple edits - Provides quick way to fix mistakes without clearing all edits All code quality checks pass (tests, pyright, ruff format, ruff check). 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
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docs/guide/amazon-mode.md

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@@ -145,7 +145,7 @@ Amazon mode uses the same keyboard shortcuts as Monarch mode:
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### View Modes
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- `g` - Cycle between Item and Category views
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- `u` - View all transactions (ungrouped)
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- `d` - View all transactions (detail view)
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### Time Navigation
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- `y` - Current year
@@ -158,6 +158,7 @@ Amazon mode uses the same keyboard shortcuts as Monarch mode:
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- `c` - Edit category
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- `h` - Hide/unhide from reports
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- `Space` - Multi-select for bulk operations
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- `u` - Undo most recent pending edit
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- `w` - Review and commit changes
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### Other

docs/guide/keyboard-shortcuts.md

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@@ -22,8 +22,8 @@ moneyflow is designed to be used entirely with the keyboard. Here's your complet
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| Key | Action |
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|-----|--------|
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| ++g++ | Cycle grouping (Merchant → Category → Group → Account) |
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| ++u++ | All transactions (ungrouped detail view) |
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| ++d++ | Find duplicates |
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| ++d++ | Detail view (all transactions) |
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| ++shift+d++ | Find duplicates |
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### Direct View Access
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@@ -70,7 +70,6 @@ moneyflow is designed to be used entirely with the keyboard. Here's your complet
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| ++m++ | Edit merchant name |
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| ++c++ | Edit category |
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| ++h++ | Hide/unhide from reports |
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| ++d++ | Delete (with confirmation) |
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| ++i++ | View full transaction details |
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### Multi-Select
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4. Press ++w++ to review
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5. Press ++enter++ to commit
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### Undo
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| Key | Action |
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|-----|--------|
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| ++u++ | Undo most recent pending edit |
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Removes the most recent edit from the pending changes queue. Press multiple times to undo edits in reverse order. Shows notification with field type and remaining edit count.
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---
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## Bulk Edit from Aggregate View

docs/guide/navigation.md

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@@ -65,7 +65,7 @@ Press `g` to cycle through aggregate views. Aggregate views group your transacti
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### Detail View
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Press `u` to view all transactions ungrouped in chronological order, or press `Enter` from any aggregate row to see the transactions for that specific item.
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Press `d` to view all transactions ungrouped in chronological order (detail view), or press `Enter` from any aggregate row to see the transactions for that specific item.
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The detail view shows individual transactions with all fields:
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- Columns: Date, Merchant, Category, Account, Amount
@@ -252,7 +252,7 @@ Here are some practical examples of using moneyflow's navigation features to ans
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| Key | Action |
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|-----|--------|
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| `g` | Cycle views (Merchant/Category/Group/Account) |
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| `u` | All transactions |
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| `d` | Detail view (all transactions) |
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| `Enter` | Drill down |
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| `Escape` | Go back |
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| `s` | Cycle sort field |
@@ -261,6 +261,8 @@ Here are some practical examples of using moneyflow's navigation features to ans
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| `f` | Filters |
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| `Space` | Select row |
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| `Ctrl+A` | Select all |
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| `u` | Undo pending edit |
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| `w` | Commit pending edits |
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| `t` / `y` / `a` | Time filters |
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| `` / `` | Previous/next period |
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moneyflow/app.py

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@@ -112,7 +112,7 @@ class MoneyflowApp(App):
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BINDINGS = [
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# View mode
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Binding("g", "cycle_grouping", "Group By", show=True),
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Binding("u", "view_ungrouped", "All Txns", show=True),
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Binding("d", "view_ungrouped", "Detail", show=True),
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Binding("D", "find_duplicates", "Duplicates", show=True, key_display="D"),
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# Hidden direct access bindings (still available in aggregate views, not shown in footer)
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# Note: 'm' conflicts with edit_merchant in detail view, so view_merchants removed
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# Editing
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Binding("m", "edit_merchant", "Edit Merchant", show=False),
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Binding("c", "edit_category", "Edit Category", show=False),
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Binding("d", "delete_transaction", "Delete", show=False),
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Binding("h", "toggle_hide_from_reports", "Hide/Unhide", show=False),
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Binding("i", "show_transaction_details", "Info", show=False),
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Binding("space", "toggle_select", "Select", show=False),
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Binding("ctrl+a", "select_all", "Select All", show=False),
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Binding("u", "undo_pending_edits", "Undo", show=True),
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# Other actions
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Binding("f", "show_filters", "Filters", show=True),
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Binding("question_mark", "help", "Help", show=True, key_display="?"),
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# Show duplicates screen
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self.push_screen(DuplicatesScreen(duplicates, groups, filtered_df))
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def action_undo_pending_edits(self) -> None:
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"""Undo the most recent pending edit."""
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if self.data_manager is None or not self.data_manager.pending_edits:
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self.notify("No pending edits to undo", timeout=2)
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return
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# Save cursor and scroll position
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saved_position = self._save_table_position()
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# Remove the most recent edit (last one in the list)
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removed_edit = self.data_manager.pending_edits.pop()
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# Refresh view to update indicators
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self.refresh_view(force_rebuild=False)
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# Restore cursor and scroll position
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self._restore_table_position(saved_position)
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# Show notification with what was undone
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count_remaining = len(self.data_manager.pending_edits)
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field_name = removed_edit.field.replace("_", " ").title()
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self.notify(
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f"Undone {field_name} edit ({count_remaining} remaining)",
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severity="information",
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timeout=2,
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)
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# Time navigation actions
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def action_this_year(self) -> None:
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"""Switch to current year view."""

tests/test_workflows.py

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@@ -385,3 +385,88 @@ async def test_commit_with_invalid_transaction_id(self, data_manager, app_state)
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# Mock backend doesn't fail on invalid IDs, but real API might
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# This test ensures we handle it gracefully
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assert success + failure == 1
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class TestUndoPendingEdits:
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"""Test undoing pending edits functionality."""
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async def test_undo_removes_most_recent_edit(self, data_manager):
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"""Test that undo removes the most recent (last) pending edit."""
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from moneyflow.state import TransactionEdit
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# Queue three edits
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edits = [
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TransactionEdit("txn_1", "merchant", "Old1", "New1", datetime.now()),
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TransactionEdit("txn_2", "category", "cat_old", "cat_new", datetime.now()),
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TransactionEdit("txn_3", "hide_from_reports", False, True, datetime.now()),
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]
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data_manager.pending_edits = edits.copy()
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# Undo (should remove last edit - txn_3)
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removed = data_manager.pending_edits.pop()
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assert removed.transaction_id == "txn_3"
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assert len(data_manager.pending_edits) == 2
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assert data_manager.pending_edits[0].transaction_id == "txn_1"
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assert data_manager.pending_edits[1].transaction_id == "txn_2"
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async def test_undo_with_single_edit(self, data_manager):
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"""Test undoing when there's only one pending edit."""
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from moneyflow.state import TransactionEdit
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data_manager.pending_edits = [
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TransactionEdit("txn_1", "merchant", "Old", "New", datetime.now())
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]
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removed = data_manager.pending_edits.pop()
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assert removed.transaction_id == "txn_1"
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assert len(data_manager.pending_edits) == 0
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async def test_undo_preserves_earlier_edits(self, data_manager):
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"""Test that undo only removes the last edit, preserving earlier ones."""
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from moneyflow.state import TransactionEdit
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edit1 = TransactionEdit("txn_1", "merchant", "Old1", "New1", datetime.now())
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edit2 = TransactionEdit("txn_2", "merchant", "Old2", "New2", datetime.now())
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edit3 = TransactionEdit("txn_3", "merchant", "Old3", "New3", datetime.now())
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data_manager.pending_edits = [edit1, edit2, edit3]
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# First undo
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data_manager.pending_edits.pop()
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assert len(data_manager.pending_edits) == 2
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assert data_manager.pending_edits[0] == edit1
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assert data_manager.pending_edits[1] == edit2
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# Second undo
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data_manager.pending_edits.pop()
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assert len(data_manager.pending_edits) == 1
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assert data_manager.pending_edits[0] == edit1
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# Third undo
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data_manager.pending_edits.pop()
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assert len(data_manager.pending_edits) == 0
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async def test_undo_different_field_types(self, data_manager):
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"""Test undoing different types of edits."""
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from moneyflow.state import TransactionEdit
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merchant_edit = TransactionEdit("txn_1", "merchant", "Old", "New", datetime.now())
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category_edit = TransactionEdit("txn_2", "category", "cat_1", "cat_2", datetime.now())
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hide_edit = TransactionEdit("txn_3", "hide_from_reports", False, True, datetime.now())
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# Test undo merchant edit
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data_manager.pending_edits = [merchant_edit]
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removed = data_manager.pending_edits.pop()
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assert removed.field == "merchant"
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# Test undo category edit
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data_manager.pending_edits = [category_edit]
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removed = data_manager.pending_edits.pop()
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assert removed.field == "category"
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# Test undo hide edit
470+
data_manager.pending_edits = [hide_edit]
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removed = data_manager.pending_edits.pop()
472+
assert removed.field == "hide_from_reports"

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