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129 commits

Author SHA1 Message Date
Zach Gollwitzer
3c0fdd84ee Fix mode bug 2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding (#1328)
* Basic account onboarding

* Cleanup
2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324)
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
2024-10-18 14:37:42 -04:00
Zach Gollwitzer
c744237b55 Allow cents in start balance for accounts 2024-10-11 12:43:50 -04:00
Zach Gollwitzer
7dfd7408c7 Show correct precision on account page 2024-10-11 11:49:53 -04:00
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. (#1286)
* Add additional subtypes and allow for None

* Add parens for consistency on 401

* Remove cryptocurrency investment subtype

* Handle nil value

* Use objects current subtype as the initial selection

* Remove "None" option to default to helper prompt

* Fix blank/none selection

* Only include blank if subtype is present

* Simplify investment subtype dropdown

* Improve depository subtype
2024-10-10 21:23:56 -04:00
Zach Gollwitzer
aa16807c6c Allow institutions on edit account form 2024-10-10 11:43:28 -04:00
Zach Gollwitzer
dce9adb534 Add institution back as hidden field on account form 2024-10-10 11:39:50 -04:00
Zach Gollwitzer
5c7d2f2b01
Better import instructions, remove ambiguous field (#1284)
* Remove ambiguous institution field

* Add import instructions

* Fix system test

* Remove lint and i18n normalization checks in CI
2024-10-10 11:18:58 -04:00
Guillem Arias Fauste
90278630ed
fix: amend inputs on loan, c.c., vehicle, and property partials (#1281)
* fix: use number inputs on partial loan and credit card form views

* amend vehicle partial

* amend property inputs

* fix lint

* Update app/views/accounts/accountables/_credit_card.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

* Update app/views/accounts/accountables/_loan.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-10-10 10:45:17 -04:00
Guillem Arias Fauste
977da34efc
fix: use correct delimiter on credit card zero values (#1280) 2024-10-10 10:14:05 -04:00
Zach Gollwitzer
6288139a41 Fix loan term display 2024-10-09 18:34:20 -04:00
Zach Gollwitzer
a2ab217925
Bug fixes for specialized account pages (#1275)
* Default for credit card fields

* Save institution on new account forms

* Fix property, vehicle, loan, credit card pages
2024-10-09 17:20:38 -04:00
Zach Gollwitzer
b4d0fdbe0d
Link to CSV imports (#1273)
* Link to CSV imports

* Stale param
2024-10-09 15:22:08 -04:00
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
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
2f6479f058
Add empty states to account summary page (#1265)
* Add empty states to account summary page

* Liability icon fix

* Normalize translations

* Clean up modal styles

* Account color updates

* Lint fixes

* Test fix
2024-10-08 13:00:35 -04:00
Zach Gollwitzer
591d149da9
Finalize other assets and liabilities view (#1264) 2024-10-07 20:23:33 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha (#1194)
* Finalize profile settings page

* Translations

* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers (#1191)
* 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
Tony Vincent
e06f0c76f9
Add error handling for vehicle and property account creation (#1179)
* add error handling for vehicle and property account creation

* Add required true for money_field

* Remove rescue in controllers
2024-09-17 10:37:09 -04:00
Zach Gollwitzer
30f7c120e1
Allow partial investment quantities (#1174) 2024-09-13 11:45:27 -04:00
Zach Gollwitzer
c28dd8f940
Omit trend if zero in sidebar (#1173)
* Omit trend if zero in sidebar

* Lint fix
2024-09-13 11:28:47 -04:00
Tony Vincent
277e4476d9
Fix missing sync_all_button partial (#1172)
* Fix missing sync_all_button partial

* Add missing translation

* Bring back partial

* Unify button text translation

* Add test
2024-09-13 11:19:20 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page (#1169) 2024-09-11 17:24:01 -04:00
Zach Gollwitzer
ac0ff35360
Update empty account states on dashboard (#1166)
* Update empty account states on dashboard

* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily (#1136) 2024-08-27 17:10:31 -04:00
Zach Gollwitzer
359bceb58e
Vehicle view (#1117) 2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View (#1116)
* Add backend for property account details

* Rubocop updates

* Add property form with details

* Revert "Rubocop updates"

This reverts commit 05b0b8f3a4.

* Bump brakeman to latest version

* Add overview section to property view

* Lint fixes
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data (#1098)
* Fix security price issue flow

* Fix tooltip positioning and add tooltip for missing holding data

* Fix tooltip controller error with stale arrow target

* Lint fixes
2024-08-16 16:08:27 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -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
Tony Vincent
f315370512
Add stimulus tooltip controller (#1065)
* Add Tooltip Stimulus controller

* Add test for tooltip

* Remove comma

* Normalize translations

* Use floating-ui instead popper

* Use component classes

* Increase cross axis value

* Cleanup

* Update app/views/accounts/show.html.erb

Use correct tailwind class

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Use default values for options

* Remove tooltip global variable

* Add arrow target

* Remove unused method

---------

Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-08 06:53:27 -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
76dd5e57fb
Set minimum supported date for account entries (#1023)
* Set minimum supported date for account entries

* Fix validation proc

* Fix date input in system tests
2024-07-26 10:47:27 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views (#1000)
* Add holdings tab to account view

* Basic portfolio UI

* Cleanup

* Handle missing holding data

* Remove synced at (implemented in separate pr)

* translations

* Tweak post sync streams

* Remove stale methods from merge conflict
2024-07-25 16:46:04 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login (#1021) 2024-07-25 12:51:50 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides (#998)
* Add help articles

* Broadcast sync messages as notifications

* Lint fixes

* more lint fixes

* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference (#994)
* Add default currencies to forms based on preference

* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
e51806b98b
More composable forms (#989)
* Make forms more composable, opt-in to form builder

* Remove unused method

* Simpler money input controls

* Add in new form styling to imports

* Lint fixes

* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Zach Gollwitzer
34e03c2d6a
Make balance editing easier (#976)
* Make balance editing easier

* Translations

* Fix money input option

* Fix balance sync logic

* Rework balance update flow
2024-07-12 13:47:39 -04:00
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications (#968)
* Add sync model

* Fresh fixtures for sync tests

* Sync tests overhaul

* Fix entry tests

* Complete remaining model test updates

* Update system tests

* Update demo data task

* Add system tests back to PR checks

* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
Tony Vincent
3ffb6cb62b
Add error handling for AccountsController#create (#957) 2024-07-08 08:53:45 -04:00
Tony Vincent
cc6bf6e961
Enable syncing all accounts in one click (#948)
* Enable syncing all accounts on one click

* Remove argument to sync_later method call

* Add partial for sync all accounts button

* Redirect back if possible when syncing all accounts
2024-07-05 07:36:18 -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
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
Tony Vincent
bbcd3881db
Fix #910 (#917)
* Fix #910

* Unify helper for balance formatting in transactions and accounts views

* Remove obsolete method

* Rename helper method format_amount_by_curreny => totals_by_currency
2024-06-24 10:56:44 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group (#905) 2024-06-24 06:49:08 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) (#901)
* Move Valuation to Account namespace

* Move account history to controller

* Clean up valuation controller and views

* Translations and cleanup

* Remove unused scopes and methods

* Pass brakeman
2024-06-21 16:23:28 -04:00
Tony Vincent
1e0635b31a
Closes maybe-finance/maybe#843 (#900)
Co-authored-by: Tony Yesudas <tony3vincent@icloud.com>
2024-06-21 10:51:36 -04:00