* Generate time series for rolling 30 day sum of income and spending
* Highlight accounts with most income and spending in the last 30 days
* Aggregate chips after 3 top accounts in insight card
* Refactor aggregation filter
I think this is easier to read and understand whats happening at a
glance
* Refactor and tidy
* Use family currency for insight cards
* Further reduce risk of sql injection
* Fix lint
* Refactor rolling total queries
* Add test for transaction snapshot
* Add step method to currency
* Change amount placeholder and step, when currency select change
* Lint
* Add test with auth
* Extract request to specific service
* Add last_sync_date to accounts table
* Always sync Account after Valuation or Transaction creation, update, or deletion.
Skip sync if user clicks "sync" button without changing anything
* Sync user accounts daily based on last_login_at
* Add ability to delete Account
Issue #571
* Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists
* Use custom confirm modal for account deletion
* Revert "Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists"
This reverts commit 8dbf634819.
* Rough sketch of implementation
* Consolidate auto submit controller
* Store ransack params in session
* Improve how summary is calculated for txns
* Implement filters UI
* 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
* 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
* 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
* 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
* 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
* 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
* Transaction scaffold
* Rough in transaction views
* Fix sort order
* Fix mass assignment issue
* Fix test
* Simplify CI workflow
* Don't seed db before test
* 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
* 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
* 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>
* 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>
* 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
