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7 commits

Author SHA1 Message Date
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view (#1271)
* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
2024-10-09 14:59:18 -04:00
Zach Gollwitzer
166ed4b1ea
Fix account transaction form resetting amount to 0 (#1133) 2024-08-26 19:10:17 -04:00
Alexander Schrot
c70a08aca2
add pagination to account transactions list (#1095)
* add pagination to account transactions list

* use global pagination partial
2024-08-16 09:00:05 -04:00
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
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
Tony Vincent
9e1d8a753b
Fix #921 (#922)
* Fix #921

* Fix linter errors

* Fix test failure

* Remove unused keys

* Add back html rendering

* Remove .tool-versions from repository

* Fix failing test
2024-06-26 14:56:34 -04:00
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) (#904)
* 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