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60 commits

Author SHA1 Message Date
Zach Gollwitzer
f5f624881f
Add placeholders for dashboard features (#642)
* Add placeholders for new dashboard

* Fix tests and lint errors
2024-04-18 10:32:36 -04:00
Zach Gollwitzer
9bda7efc3f
New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00
Igor Alexandrov
b5c56f7775
Added lints for ERB templates (#609)
* Added erblint and fixed offenses

* Added erblint bintstub. Included erblint into CI

* Merged GitHub Actions tasks for rubocop and erblint into one

* Added config for erblint.

* Reverted erblint call in the CI
2024-04-09 08:08:58 -04:00
Zach Gollwitzer
4f0b2de4ef
Consolidate dropdown controllers (#600)
* Basic listbox and popover controllers with temporary example

* Separate select and menu controllers
2024-04-03 17:32:27 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Zach Gollwitzer
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
2024-03-19 09:10:40 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -04:00
Zach Gollwitzer
6f0e410684
Dashboard View and Calculations (#521)
* 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
2024-03-06 09:56:59 -05:00
Ricardo Siqueira de Oliveira Leite
c8a659694d
Start I18n Internationalization setup (#276)
* start internationalization_setup

* add passwords views translations

* add account views translations

* fix translations

* temporary disable i18n used key
2024-02-06 11:58:17 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00