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5 commits

Author SHA1 Message Date
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
Josh Brown
461fa672ff
Add income and spending insight cards to dashboard (#668)
* 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
2024-04-24 08:34:50 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* 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
2024-03-21 13:39:10 -04:00
Zach Gollwitzer
6f0e410684
Dashboard View and Calculations (#521)
* 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
2024-03-06 09:56:59 -05:00
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