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88 commits

Author SHA1 Message Date
Zach Gollwitzer
0fe9b6d34a
Add Money and Money Series (#505)
* Add Money class

* Standardize creation of money series

* Formatting

* Fix test
2024-03-01 17:17:34 -05:00
Zach Gollwitzer
89ea12e9a1
Fix Turbo bug with tabs (#506) 2024-03-01 17:14:06 -05:00
Jakub Kottnauer
ccb1bab4b1
Add missing classification local when using account_valuation_list view (#504) 2024-03-01 14:52:13 -05:00
Zach Gollwitzer
14641d16de
Add Local Development Demo Data (#502)
* Clean up seeds, add development demo data

* Handle liability account display and sync

* Fix tests
2024-02-29 16:35:54 -05:00
Zach Gollwitzer
dbf575c02a
Basic Account Balance Sync Algorithm (#501)
* Sketch out sync interface

* Add basic account sync algorithm

* Update logic for final balance in series

* Remove start_date concept

* Clean up tests

* Improve clarity of test

* Update app/models/account.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/transaction.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/valuation.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Re-organize code, simplify job interface

* Consolidate balance calculations

* More cleanup

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
2024-02-29 08:32:52 -05:00
Sriram
fb657856a5
Hide the additional arrow shown on safari browser for summary tag (#499)
* Hide the additional arrow shown on safari browser for summary tag

* Move global css to tailwind config

---------

Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-28 16:37:26 -05:00
Zach Gollwitzer
7d48c01833
Prepare fixture data for account sync tests (#493)
* Rename account balance field for clarity

`original_balance` and `original_currency` may infer that these values are "original" to the account.  In reality, they represent the "current" balance and currency on the account.

* Prepare fixture data for account sync testing

* Update to new field

* Fix conflicts

* Remove local schema change
2024-02-27 12:43:49 -05:00
Sriram
d3b326d273
Make new account modal close as clickable button (#492)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 12:25:36 -05:00
Sriram
eceff08a4d
Make date required for new valuation form (#490)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 09:41:21 -05:00
Sriram
7e883c4439
Update hard-coded currency UI with currency specific params (#488)
* Update hard-coded currency UI with currency specific params

* Rename extension methods to match currency option names; Move cents extension to numeric class extension

* Use currency's precision to show the cents part in accounts show page

---------

Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 09:40:48 -05:00
Sriram
1968fb0145
Add currency to account form to support multiple currencies (#481)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-26 09:50:38 -05:00
Dwight Watson
971347c761
Find account first and build transaction through association (#487)
* Find account first and build transaction through association

* Fix flaky test
2024-02-26 06:29:28 -05:00
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
Josh Brown
e767aca37f
Refresh account on update (#476)
* Refresh account on update

* 🐛 Replace turbo frame on create valuation

This avoids the frame reloading it's src when refreshing.

* Change Action Cable adapater to Postgres
2024-02-23 20:18:30 -06:00
Zach Gollwitzer
7e324f1b53
Scaffold out Account Syncing (#474)
* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo

* Refactor series logic

* Scaffold out basic sync process for accounts

* Fix tests
2024-02-22 11:35:06 -05:00
Zach Gollwitzer
b5b2d335fd
Add Live Data to Account Page (#464)
* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo
2024-02-20 09:07:55 -05:00
Zach Gollwitzer
3ec9c9b56b
Scaffold out the UI for individual account page (#461)
* Add `AccountBalance` table for account views

* Scaffold out account UI

* Add D3 line chart scaffolding

* Style fixes
2024-02-14 13:02:11 -05:00
Mattia
0490fda465
Improve active class assignment in sidebar links (#450)
* Fix active class assignment in sidebar links

* Revert "Fix active class assignment in sidebar links"

This reverts commit 55924f32db.

* Update sidebar_link_to helper to correctly assign active class for nested routes

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-14 07:55:23 -05:00
Josh Brown
101a5ee0c5
Add notification UI (#449)
* Add notification UI

* Make animation an aribtrary value

It didn't make much sense in the theme as it feels very specific, this
change also means the timing information is clearer within the html
itself.

* Update to use tailwind theme

* Refactor structure of icon

* Add support for multiple notifications at once

* Adjust notification animation timing

* Make notification more accessible

Applies role to the notification which will apply the appropriate
aria-live status to ensure notifications are read out when they are
rendered into the screen for screenreader users.

Wraps the svg with a button tag that keyboard users can focus and engage
with to close the notification.

* Fix notification progress indicator placement

* Map flash types to notification types automatically

* Refine notification animations

* Set success as default icon for notifications
2024-02-13 09:19:11 -06:00
Zach Gollwitzer
bbe7323ca4
Add Tailwind color palette (#452) 2024-02-12 17:20:50 -05:00
Josh Pigford
a86b4264c4 i18n additions 2024-02-11 14:00:16 -06:00
Sergey Tyan
e79ff94f6c
Improve account modal keyboard navigation (#424)
* Add back button support to account keyboard navigation and autofocus text input on the form

* Wrap modal content with keyboard navigation controller
2024-02-11 13:17:03 -06:00
Josh Pigford
fbe49bf4ea Currency select tweaks 2024-02-11 13:09:14 -06:00
Cristiano Crolla
96debfaeda
Currency Dropdown (#415)
* Initial dropdown setup and styles

* Allow form field to pass through block content and update dropdown posititon

* add currency to accounts params

* Add repositionDropdown function and carry over dropdown controller

* remove block context from form builder in favour of using form tag directly

* Hide currency input and set checks for input and label before updating

* align currency button with balance

* revert form_field_tag changes

* remove margin on currency button, looks cleaner

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-02-11 13:02:27 -06:00
Josh Pigford
b2fdf78101 Sidebar nav tweak 2024-02-11 12:56:23 -06:00
Josh Brown
e37ed2c988
Add sidebar link helper (#435)
* Add helper for sidebar nav links

* Allow options to be passed down to sidebar link
2024-02-11 12:47:58 -06:00
Sergey Tyan
aef15c9371
Add controller to save accounts collapse state to localStorage (#432)
* Add controller to save accounts collapse state to localStorage

* Small clean up

* Fix indentation
2024-02-11 12:38:28 -06:00
Josh Pigford
4d5d35b277 Rough-in on account show pages 2024-02-10 19:39:18 -06:00
Josh Pigford
2c34fa7564 Menu hover text color 2024-02-10 19:18:19 -06:00
Josh Pigford
22a9aad3c3 Main menu 2024-02-10 19:12:20 -06:00
Josh Pigford
aa351ae616
Multi-currency support (#425)
* Initial foundational pass at multi-currency

* Default format currency

* More work on currency and exchanging

* Re-build currencies on change

* Currency import/setup

* Background job overhaul + cheaper OXR plan support

* Lint fixes

* Test fixes

* Multi-currency setup instructions

* Allow decimals in the balance field

* Spacing fix for form

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2024-02-10 16:18:56 -06:00
Rob Zolkos
ac37b54a32
Fix modal height bug [safari] (#420) 2024-02-10 13:26:07 -06:00
Rob Zolkos
10399df3d0
Fix height of modal during account creation steps (#418)
* Don't reopen an already open modal

* Avoid changing height of modal during wizard steps
2024-02-09 19:21:19 -06:00
Josh Brown
df3e14a975
Apply default form styling (#272)
* Add and organise component stylesheets

* Revert CSS folder and file structure

* Add FormsHelper and FormBuilder to apply component classes

* Refactor label args

Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Signed-off-by: Josh Brown <josh@joossh.com>

* Update form field styles

* Apply form builder to all fields

* Remove redundant style rules

Some of these were either duplicative or had no effect.

* Apply default submit button styles

* Set default form class

* Fix opacity of input when focused

---------

Signed-off-by: Josh Brown <josh@joossh.com>
Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-02-09 09:29:31 -06:00
Josh Brown
f8174990ca
Fix accountable type references in new account flow (#395)
* Fix accountable type references in new account flow

* Add remaining references

* Refactor accountable type checking

* Refactor new account template to use account

* Refactor account create action

* Refactor account sidebar
2024-02-09 08:26:54 -06:00
Josh Brown
80f68b657c
Fix translation scope within modals (#404)
* Patch virtual_path within modal helper

Added an example translation within the modal to test.

* Fix modal translation scope

By changing this to a partial that accepts the content via a local var
instead of a layout the virtual path, and therefore translation scope is
not changed.
2024-02-09 08:25:59 -06:00
Josh Pigford
69c5df73d9 Only show account grouping if sum > 0 2024-02-08 15:52:33 -06:00
Josh Brown
9284352f06
Build out account sidebar (#391)
* Build out account sidebar

* Use detail and summary element instead of controller

* Update localisation

* Remove redundant code
2024-02-08 15:46:27 -06:00
Konnor Rogers
6254ea9d8a
Prevent duplicate listeners and memory leak (#387)
* Prevent duplicate listeners and memory leak

Signed-off-by: Konnor Rogers <konnor5456@gmail.com>

* Update dropdown_controller.js

Signed-off-by: Konnor Rogers <konnor5456@gmail.com>

---------

Signed-off-by: Konnor Rogers <konnor5456@gmail.com>
2024-02-08 13:37:36 -06:00
Josh Pigford
be79430999 Delete hello_controller.js 2024-02-08 13:34:11 -06:00
Josh Pigford
89f66ad4cf Default back to Inter
Using Inter for everything now since General Sans isn't open-source
2024-02-08 13:09:21 -06:00
Josh Pigford
4761619870
New Add Account UI
* Add Lucide gem (#364)

* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page

* feat: skip system test with an explanation instead of comment them

* fix typo in the skip

* feat: add lucide gem

* Add reusable modal (#362)

* Remove unused form

* Add reusable modal

* Prelim styling

* Add instructions

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>

* Add keyboard navigation to new account selector (#375)

* New account menu (#372)

* New account menu

* Styling tweaks

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Entry method links (#376)

* Initial add account form (#378)

* Initial add account form

* Unused

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Pedro López Mareque <Pedro.lopez.mareque@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Co-authored-by: Josh Brown <josh@joossh.com>
2024-02-08 10:46:05 -06:00
Josh Pigford
754c506aad Merge branch 'main' of https://github.com/maybe-finance/maybe 2024-02-07 11:11:53 -06:00
Muhammed Kılıç
6d0e5febe9
Fix accountable text and alignment (#330)
* Fix #319 Accountable text format

* Fix account index table alignment

* Update to_accountable_title helper

---------

Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com>
2024-02-06 19:48:05 -06:00
Jesper Christiansen
db478e5fbd
Add Account type investment form (#343)
* Add Account type investment form

* Move subtypes to Account::Investment

* Linting
2024-02-06 19:45:17 -06:00
Muhammed Kılıç
bb1cdc1a98
Update labels opacity to 75 for inactive status (#337) 2024-02-06 19:31:28 -06:00
Muhammed Kılıç
b8198d17b7
Fix accounts title and i18n variable name (#333) 2024-02-06 13:50:11 -06:00
Josh Pigford
4a5de41065 Remove unused form 2024-02-06 13:04:56 -06:00
Josh Pigford
774c1518e8 i18n spelling fix 2024-02-06 12:08:40 -06:00
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