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Code Issues Releases Activity Actions

Dashboard View and Calculations (#521)

Browse source 
* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
This commit is contained in:
Zach Gollwitzer 2024-03-06 09:56:59 -05:00 • committed by GitHub
parent 680a91d807
commit 6f0e410684
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37 changed files with 594 additions and 74 deletions
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3
test/fixtures/account/credits.yml vendored
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@ -1 +1,2 @@
one: {}
one:
id: "123e4567-e89b-12d3-a456-426614174003"

6
test/fixtures/account/depositories.yml vendored
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@ -1,2 +1,4 @@
checking: {}
savings: {}
checking:
id: "123e4567-e89b-12d3-a456-426614174000"
savings:
id: "123e4567-e89b-12d3-a456-426614174001"

3
test/fixtures/account/investments.yml vendored
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@ -1 +1,2 @@
one: {}
one:
id: "123e4567-e89b-12d3-a456-426614174004"

3
test/fixtures/account/loans.yml vendored
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@ -1 +1,2 @@
one: {}
one:
id: "123e4567-e89b-12d3-a456-426614174005"

3
test/fixtures/account/other_assets.yml vendored
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@ -1 +1,2 @@
one: {}
one:
id: "123e4567-e89b-12d3-a456-426614174002"

3
test/fixtures/account/other_liabilities.yml vendored
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@ -1 +1,2 @@
one: {}
one:
id: "123e4567-e89b-12d3-a456-426614174006"

3
test/fixtures/account/properties.yml vendored
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@ -1 +1,2 @@
one: {}
one:
id: "123e4567-e89b-12d3-a456-426614174007"

3
test/fixtures/account/vehicles.yml vendored
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@ -1 +1,2 @@
one: {}
one:
id: "123e4567-e89b-12d3-a456-426614174008"

4
test/fixtures/accounts.yml vendored
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@ -4,6 +4,7 @@ collectable:
name: Collectable Account
balance: 550
accountable_type: Account::OtherAsset
accountable_id: "123e4567-e89b-12d3-a456-426614174002"
# Account with only transactions
checking:
@ -11,6 +12,7 @@ checking:
name: Checking Account
balance: 5000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174000"
# Account with both transactions and valuations
savings_with_valuation_overrides:
@ -18,6 +20,7 @@ savings_with_valuation_overrides:
name: Savings account with valuation overrides
balance: 20000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174001"
# Liability account
credit_card:
@ -25,3 +28,4 @@ credit_card:
name: Credit Card
balance: 1000
accountable_type: Account::Credit
accountable_id: "123e4567-e89b-12d3-a456-426614174003"