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13 commits

Author SHA1 Message Date
Josh Pigford
73e184ad3d
Stock Exchanges with seed (#1351)
* Stock Exchanges with seed

* Run the seed file on migration

* Fix for enum column
2024-10-22 14:30:57 -05:00
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
14641d16de
Add Local Development Demo Data (#502)
* Clean up seeds, add development demo data

* Handle liability account display and sync

* Fix tests
2024-02-29 16:35:54 -05:00
Zach Gollwitzer
dbf575c02a
Basic Account Balance Sync Algorithm (#501)
* Sketch out sync interface

* Add basic account sync algorithm

* Update logic for final balance in series

* Remove start_date concept

* Clean up tests

* Improve clarity of test

* Update app/models/account.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/transaction.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/valuation.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Re-organize code, simplify job interface

* Consolidate balance calculations

* More cleanup

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
2024-02-29 08:32:52 -05:00
Zach Gollwitzer
7d48c01833
Prepare fixture data for account sync tests (#493)
* 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
2024-02-27 12:43:49 -05:00
Zach Gollwitzer
87b97b3c41
Scaffold out basic transactions model and UI (#478)
* Transaction scaffold

* Rough in transaction views

* Fix sort order

* Fix mass assignment issue

* Fix test

* Simplify CI workflow

* Don't seed db before test
2024-02-23 21:34:33 -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
Zach Gollwitzer
b5b2d335fd
Add Live Data to Account Page (#464)
* 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
2024-02-20 09:07:55 -05:00
Josh Pigford
4867e2691d Lint 2024-02-11 12:38:15 -06:00
Josh Pigford
c483153721 Seed with USD 2024-02-11 12:31:29 -06:00
Josh Pigford
aa351ae616
Multi-currency support (#425)
* 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>
2024-02-10 16:18:56 -06:00
Muhammed Kılıç
595cfeff9a
Update seeds.rb with sample user (#326)
* Update seeds.rb with sample user

Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com>

* Update create with create_or_find_by

Co-authored-by: Sebastián Caraballo <sebastiancaruy1@gmail.com>
Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com>

* Update user create with create_or_find_by

Co-authored-by: Sebastián Caraballo <sebastiancaruy1@gmail.com>
Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com>

* Update seed data

* Update README with seed credentials

---------

Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com>
Co-authored-by: Sebastián Caraballo <sebastiancaruy1@gmail.com>
2024-02-06 13:24:14 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00