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26 commits

Author SHA1 Message Date
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
Luke Hurst
cf23453d93
Fix bug where transactions were duplicated in import confirm (#941)
* Fix bug where transactions were duplicated in import confirm

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

* Update imports_test.rb

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

---------

Signed-off-by: Luke Hurst <hurstlj@umich.edu>
2024-07-03 17:44:35 -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
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) (#896)
* Move Transfer to Account namespace

* Fix partial resolution due to namespacing plurality

* Make category and tag controllers consistent with namespacing convention

* Update stale partial reference
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace (#895) 2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -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
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching (#883)
* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Zach Gollwitzer
115f792198
Add bulk selection UI controls (#840)
* Add bulk selection UI

* Handle bulk selection with Stimulus controller instead of session

* Update tests

* Remove stale routes

* Remove old system test helper methods
2024-06-07 12:44:06 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Zach Gollwitzer
457247da8e
Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports (#708)
Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Zach Gollwitzer
5dfbba403a
Test environment stability improvements (#703)
* Add climate_control gem and test helper

* Replace ENV mods in upgrades test

* Replace ENV mods in registrations test

* Remove ENV references in hostings controller

* Update ENV refs in mailer test

* ActiveStorage cleanup

* Consolidate queue config so appropriate adapter runs in test environment

* Make test environment more explicit

* Centralize self hosting config

* Remove flaky system test
2024-05-02 13:18:18 -04:00
Zach Gollwitzer
98df7ccb11
Deps cleanup (#702) 2024-05-02 10:18:06 -04:00
Jose Farias
4c5f8263bc
Implement transaction category management (#688)
* Singularize "transaction" in transaction-nested paths

* Refactor category badge partial

* Let modal content define its width

* Add contectual menu to transactions index

* Add null_category helper

* Implement category edits

* Fix inline transaction category badges

* Fix typos in system test paths

* Add missing translations

* Add decoration to color select controller

* Wire up transaction category creation

* Fix indent in color-select-controller

* Add button for clearing category from transaction

* Implement category deletions

* Fix existing modal sizes

* Use null_category in a single place

* Remove anemic method in category deletion controller

* reassign_and_destroy -> reassign_transactions_then_destroy

* Fix i18n

* Remove destroy action from CategoriesController callbacks

* transactions_merchant -> transaction_merchant

* reassign_transactions_then_destroy -> replace_and_destroy

* Add transaction category CRUD tests

* Add presence check for transaction_id

* Check replacement_category_id presence

* Test Transaction::Category#replace_and_destroy!
2024-05-02 09:24:31 -04:00
Christian
dc024d63b0
Feature/profile image uploads (#687)
* Introduce ActiveStorage

* Add active storage related service gems

* Update storage.yml

* Install image processing gem
- sudo apt-get install libvips (required dependency)

* Set default active storage service

* Add profile image to user model

* Amend form to allow profile images to be saved, introduce stimulus controller.

* Purge image when form is blank

* Update markup/stimulus controller

* Add test for profile image uplaods

* Add profile image validation

* Use rails guide gem versions

* Use correct ERB syntax and make all storage options configurable

* Ensure form submits when user clears profile image

* Add profile image thumbnail method

* Extract profile image to a partial

* Updates env.example and storage.yml

* Fix bug with double form save

* Add profile image to the sidenav

* Update production config

* Fix ERB formatting

* normalize en.yml

* Handle non-square images

* Use pre-processing on thumbnail variant

* Resovle gemfile.lock issues

* Rubocop style changes

---------

Signed-off-by: Christian <47796704+crobbo@users.noreply.github.com>
Co-authored-by: Christian Robinson <christian@robbo.dev>
2024-04-30 13:38:33 -04:00
Zach Gollwitzer
e7fe1b5a4b
Reorder settings nav and add translations (#680)
* Reorder settings nav and add translations

* Attempt to fix flaky system test
2024-04-25 16:31:12 -04:00
Zach Gollwitzer
8ea7b54fe8
Update self host settings page styles (#677)
* Update page styles

* Add new styles to self host settings page

* Update self hosting page title
2024-04-25 14:55:39 -04:00
Zach Gollwitzer
9bda7efc3f
New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00
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
Pedro López Mareque
5de5199459
Skip system test instead of comment it (#348)
* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page

* feat: skip system test with an explanation instead of comment them

* fix typo in the skip
2024-02-07 09:09:35 -06:00
Josh Pigford
19413b0f8d Disabling this block for now
UI is changing to quickly to do systems testing
2024-02-06 12:02:43 -06:00
Zach Gollwitzer
64c8774867 Fix system test 2024-02-06 12:32:09 -05:00
Dwight Watson
e812b715d3
First pass at a system test (#305) 2024-02-05 15:19:31 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00