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feat: delete custom categories, buckets, goals and assets for good - #115

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joaoguimaraespro merged 1 commit into
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feat/delete-more
Oct 19, 2026
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joaoguimaraespro merged 1 commit into
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feat/delete-more

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What and why

Follow-up to #114: the other things that could only be archived.

  • Categories (custom only): the UI asks first; in use, it asks which category of the same kind the movements and recurring items (incl. split lines) move to. Sub-categories move up a level, budget limits go. GET /api/categories/{id}/deletion, DELETE /api/categories/{id}?moveTo=.
  • Buckets (custom only, API — there is no bucket screen): same rule within the bucket group; linked broker accounts follow; budget targets and monthly checks go.
  • Goals and manually valued assets (net worth): delete with a confirmation.
  • Built-in categories and buckets stay archive/rename only (the app recreates them).

How it was tested

Integration: category in use (refused without/with a wrong-kind target, moved, child re-parented, built-in refused), bucket move, goal and asset deletion; full suite. Checked the category dialog in the desktop app.

🤖 Generated with Claude Code

- Categories (custom only): GET /deletion shows usage; in use, DELETE needs moveTo, a category of the same kind;
  movements and recurring items (and split lines) move there, sub-categories move up, budget limits go.
- Buckets (custom only): same with moveTo a bucket of the same group; linked broker accounts follow; budget
  targets and monthly checks go.
- Goals and manually valued assets: deleted with a confirmation.
- Built-in categories and buckets can still only be archived (or renamed).
@joaoguimaraespro
joaoguimaraespro merged commit 389509a into main Oct 19, 2026
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@joaoguimaraespro
joaoguimaraespro deleted the feat/delete-more branch October 19, 2026 11:36
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