6 commits

Author	SHA1	Message	Date
Zach Gollwitzer	e05f03b314	Allow user to add buy and sell trade transactions for investment accounts (#1066) ... * Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates	2024-08-09 11:22:57 -04:00
Zach Gollwitzer	e9f42c1a65	Add default currencies to forms based on preference (#994) ... * Add default currencies to forms based on preference * Remove dev debugging	2024-07-17 08:57:17 -04:00
Zach Gollwitzer	c3314e62d1	Account::Entry Delegated Type (namespace updates part 7) (#923) ... * Initial entryable models * Update transfer and tests * Update transaction controllers and tests * Update sync process to use new entries model * Get dashboard working again * Update transfers, imports, and accounts to use Account::Entry * Update system tests * Consolidate transaction management into entries controller * Add permitted partial key helper * Move account transactions list to entries controller * Delegate transaction entries search * Move transfer relation to entry * Update bulk transaction management flows to use entries * Remove test code * Test fix attempt * Update demo data script * Consolidate remaining transaction partials to entries * Consolidate valuations controller to entries controller * Lint fix * Remove unused files, additional cleanup * Add back valuation creation * Make migrations fully reversible * Stale routes cleanup * Migrations reversible fix * Move types to entryable concern * Fix search when no entries found * Remove more unused code	2024-07-01 10:49:43 -04:00
Jose Farias	4c5f8263bc	Implement transaction category management (#688) ... * Singularize "transaction" in transaction-nested paths * Refactor category badge partial * Let modal content define its width * Add contectual menu to transactions index * Add null_category helper * Implement category edits * Fix inline transaction category badges * Fix typos in system test paths * Add missing translations * Add decoration to color select controller * Wire up transaction category creation * Fix indent in color-select-controller * Add button for clearing category from transaction * Implement category deletions * Fix existing modal sizes * Use null_category in a single place * Remove anemic method in category deletion controller * reassign_and_destroy -> reassign_transactions_then_destroy * Fix i18n * Remove destroy action from CategoriesController callbacks * transactions_merchant -> transaction_merchant * reassign_transactions_then_destroy -> replace_and_destroy * Add transaction category CRUD tests * Add presence check for transaction_id * Check replacement_category_id presence * Test Transaction::Category#replace_and_destroy!	2024-05-02 09:24:31 -04:00
Jose Farias	cd8d741fe1	Add transaction modal flow (#633) ... * Add transaction modal flow * Preserve decimals when creating transactions	2024-04-16 14:44:31 -04:00
Zach Gollwitzer	87b97b3c41	Scaffold out basic transactions model and UI (#478) ... * Transaction scaffold * Rough in transaction views * Fix sort order * Fix mass assignment issue * Fix test * Simplify CI workflow * Don't seed db before test	2024-02-23 21:34:33 -05:00