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9 commits

Author SHA1 Message Date
Zach Gollwitzer
3c0fdd84ee Fix mode bug 2024-10-18 18:25:17 -04:00
Zach Gollwitzer
fd941d714d
Add loan and credit card views (#1268)
* Add loan and credit card views

* Lint fix

* Clean up overview card markup

* Lint fix

* Test fix
2024-10-08 17:16:37 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates (#1118)
* Minimal code style enforcement

* Formatting and lint code updates (no change in functionality)
2024-08-23 10:06:24 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view (#1046)
* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
2024-08-02 17:09:25 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 (#893)
* Rename accountable types

* Merge conflicts

* Fix broken tests

* Add back sidebar changes
2024-06-20 07:26:25 -04:00
Juan B. Rodriguez
49d1fe0e11
feat: add crypto account type to demo data (#555)
* feat: add crypto account type to demo data

* fix: set currency to BTC, revert schema migration change and fix tests

* fix: update dates in time_series tests
2024-03-19 15:34:35 -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
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
Rob Zolkos
71939d6fb5 Rework Account to use delegated types 2024-02-03 02:48:51 +00:00