Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits ( #1733 )
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* Preserve transaction filters across page visits
* Preserve params when per_page is updated
* Autofocus selected transactions
* Lint fixes
* Fix syntax error
* Fix filter clearing
* Update e2e tests for new UI
* Consolidate focus behavior into concern
* Lint fixes
2025-01-30 14:12:01 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 ( #1609 )
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* Budgeting V1
* Basic UI template
* Fully scaffolded budgeting v1
* Basic working budget
* Finalize donut chart for budgets
* Allow categorization of loan payments for budget
* Include loan payments in incomes_and_expenses scope
* Add budget allocations progress
* Empty states
* Clean up budget methods
* Category aggregation queries
* Handle overage scenarios in form
* Finalize budget donut chart controller
* Passing tests
* Fix allocation naming
* Add income category migration
* Native support for uncategorized budget category
* Formatting
* Fix subcategory sort order, padding
* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements ( #1585 )
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* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
2025-01-07 09:41:24 -05:00
Zach Gollwitzer
77def1db40
Nested Categories ( #1561 )
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Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
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Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* Consolidate entry controller logic
* Transaction builder
* Update trades controller to use new params
* Load account charts in turbo frames, fix PG overflow
* Consolidate tests
* Tests passing
* Remove unused code
* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Zach Gollwitzer
2722254be9
Sync account after balance deletion
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Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
- Fixes #1416
- Fixes timezone bugs in forms
2024-11-05 19:31:24 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms ( #1406 )
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Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Remove balance mode, sketch out refactor
* Activity view checkpoint
* Entry partials, checkpoint
* Finish txn partial
* Give entries context when editing for different turbo responses
* Calculate change of balance for each entry
* Account tabs consolidation
* Translations, linting, brakeman updates
* Account actions concern
* Finalize forms, get account system tests passing
* Get tests passing
* Lint, rubocop, schema updates
* Improve routing and stream responses
* Fix broken routes
* Add import option for adding accounts
* Fix system test
* Fix test specificity
* Fix sparklines
* Improve account redirects
2024-11-04 20:27:31 -05:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering ( #1240 )
2024-10-04 09:17:48 -04:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers ( #1191 )
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* Finalize transaction drawer, simplify money form helpers
* Fix money form errors
* Reusable disclosure helper, fix styles
* Final style tweaks
2024-09-20 08:38:19 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters ( #1189 )
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* Add type filters to transaction search
* Add amount filter
2024-09-17 10:38:02 -04:00
pranavbabu
7ba9830db5
Fix: Omit layout for turbo frames with custom sidebar layout ( #1024 )
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* Define layout method
* Use with_sidebar method
---------
Co-authored-by: Pranav Babu <babu@maindeck.io>
2024-07-26 12:00:41 -04:00
Tony Vincent
e7dc6b88ea
Bump pagy with breaking changes fix ( #1016 )
2024-07-22 09:49:53 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) ( #923 )
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* 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
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) ( #904 )
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* Move Transaction to Account namespace
* Fix improper routes, improve separation of concerns
* Replace account transactions list partial with view
* Remove logs
* Consolidate transaction views
* Remove unused code
* Transfer style tweaks
* Remove more unused code
* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
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* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Changelog page that pulls from Github Release notes (#867 )
* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
* Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880 )
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump mocha from 2.3.0 to 2.4.0 (#878 )
Bumps [mocha](https://github.com/freerange/mocha ) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump octokit from 8.1.0 to 9.1.0 (#877 )
Bumps [octokit](https://github.com/octokit/octokit.rb ) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump rails from `f9c847f` to `5d34172` (#879 )
Bumps [rails](https://github.com/rails/rails ) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](f9c847fac1...5d34172ff4#885 )
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* Ensure correct form's hidden input for selectedIds (#891 )
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* revert unnecessary changes
* revert unnecessary changes
* code review changes
* code review changes
* code review changes
* remove unused imports
* fix: unit tests
* remove border
* fix: transaction padding
* fix: transaction container height
---------
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching ( #883 )
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* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Zach Gollwitzer
a681e73fea
Enable bulk editing of transactions ( #846 )
2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1
Bulk transaction deletion ( #845 )
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* Clean up transaction show view, add delete button
* Clean up tailwind global styles, add switch
* Bulk deletion controller and tests
* Normalize translations
* Add bulk deletion button and form
2024-06-07 16:56:30 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup ( #817 )
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An overhaul and cleanup of the transactions feature including:
- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Jakub Kottnauer
98f3f172a9
Validate transaction filtering params ( #810 )
2024-05-27 10:01:08 -04:00
Zach Gollwitzer
457247da8e
Create tagging system ( #792 )
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* Repro
* Fix
* Update signage
* Create tagging system
* Add tags to transaction imports
* Build tagging UI
* Cleanup
* More cleanup
2024-05-23 08:09:33 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports ( #708 )
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Introduces a basic CSV import module for bulk-importing account transactions.
Changes include:
- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Jose Farias
4c5f8263bc
Implement transaction category management ( #688 )
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* 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
Jakub Kottnauer
9549182462
Add Transaction Merchant management ( #686 )
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* Add basid crud for merchant management
* Tweak UI and add localization
* Fix lint
* Add filtering by merchant
* Add tests
* Add stimulus controller to update avatar in merchant form
* Add line between merchant rows
* Change default merchant color
* Cleanup
2024-04-29 15:17:28 -04:00
Jakub Kottnauer
ad4de99f1a
Add partial account sync support ( #653 )
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* Add partial account sync support
* Fix indentation
* Use historical balance as base when doing partial sync
* Simplify controller crud tests
* Fix linter errors
2024-04-24 15:55:52 -04:00
Zach Gollwitzer
c46662c99f
Add apply button, improve transaction filters ( #655 )
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* Add apply button, improve transaction filters
* Remove temp log
* Fix lint errors
2024-04-19 12:03:16 -04:00
Jose Farias
cd8d741fe1
Add transaction modal flow ( #633 )
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* Add transaction modal flow
* Preserve decimals when creating transactions
2024-04-16 14:44:31 -04:00
Thibaut Gorioux
a22c7a0e9c
Add persistent notification with dismiss and action button ( #611 )
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* Update notification partial
* Update locals args
* Lint
* Move content to body in notification helper
* Avoid dynamic Tailwind class
* Styling
* Add notification to localization file
* Lint
* Normalize locales
* Auto dismiss by default
2024-04-16 13:33:51 -04:00
Zach Gollwitzer
0a0289846e
Centralize auth ( #598 )
2024-04-03 10:35:55 -04:00
Zach Gollwitzer
b1bfdef8ff
Isolate infinite loop bug, add timeout to actions ( #583 )
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* Isolate infinite loop bug, add timeout to actions
* Increase timeout to allow for temporary failure
* Set correct timeout, implement temporary fix
* Trigger syncs at controller layer
2024-03-29 12:53:08 -04:00
Zach Gollwitzer
f0c2d4ead0
Implement transaction filtering UI ( #578 )
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* Rough sketch of implementation
* Consolidate auto submit controller
* Store ransack params in session
* Improve how summary is calculated for txns
* Implement filters UI
2024-03-28 13:23:54 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements ( #553 )
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* Money improvements
* Replace all old money usage
2024-03-18 11:21:00 -04:00
Jakub Kottnauer
2c257a2a4b
Add inline category selection ( #541 )
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* Implement inline category selection
* Add turbo frame to refresh updated transaction
* Improve styles
* Fix category assignment
* Reorganize code
* Revert event propagation
* Remove unused frames
* Make only the transaction name clickable
* Add custom scrollbar class
2024-03-14 10:30:36 -04:00
Ciocanel Razvan
cca779d3c4
Feat transactions search ( #532 )
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* gem: Add ransack gem
* feat: Implement transactions search
2024-03-11 08:51:16 -04:00
Cristiano Crolla
7f2633f9da
Add transaction sidebar ( #534 )
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* Create sidebar element and working with turbo
* Add overview fields
* Add columns to transations and tidy modal
* permit new transaction params
* Add autosubmit form controller
* remove unused show code
2024-03-10 17:38:31 -04:00
Jean Moreau
9c9459211f
Implement basic transaction pagination ( #531 )
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* install pagy
* add pagy to controller, display default pagy UI
* display hardcoded custom UI to confirm styling
* implement custom UI with pagy methods
* move pagination into partial
* use lucide icons
* only display pagination if 2 or more pages are available
* add mobile pagination placeholder
* use link_to and display greyed out buttons when no prev or next needed
* sort transactions by date so grouping works appropriately with pagination
* add space between mobile view buttons
* remove debugging
2024-03-08 15:11:58 -05:00
Dwight Watson
971347c761
Find account first and build transaction through association ( #487 )
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* 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 )
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* 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
