Zach Gollwitzer
457247da8e
Create tagging system ( #792 )
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* 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 )
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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
Jose Farias
4c5f8263bc
Implement transaction category management ( #688 )
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* 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
Jakub Kottnauer
9549182462
Add Transaction Merchant management ( #686 )
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* Add basid crud for merchant management
* Tweak UI and add localization
* Fix lint
* Add filtering by merchant
* Add tests
* Add stimulus controller to update avatar in merchant form
* Add line between merchant rows
* Change default merchant color
* Cleanup
2024-04-29 15:17:28 -04:00
Jakub Kottnauer
ad4de99f1a
Add partial account sync support ( #653 )
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* Add partial account sync support
* Fix indentation
* Use historical balance as base when doing partial sync
* Simplify controller crud tests
* Fix linter errors
2024-04-24 15:55:52 -04:00
Zach Gollwitzer
c46662c99f
Add apply button, improve transaction filters ( #655 )
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* Add apply button, improve transaction filters
* Remove temp log
* Fix lint errors
2024-04-19 12:03:16 -04:00
Jose Farias
cd8d741fe1
Add transaction modal flow ( #633 )
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* Add transaction modal flow
* Preserve decimals when creating transactions
2024-04-16 14:44:31 -04:00
Thibaut Gorioux
a22c7a0e9c
Add persistent notification with dismiss and action button ( #611 )
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* Update notification partial
* Update locals args
* Lint
* Move content to body in notification helper
* Avoid dynamic Tailwind class
* Styling
* Add notification to localization file
* Lint
* Normalize locales
* Auto dismiss by default
2024-04-16 13:33:51 -04:00
Zach Gollwitzer
0a0289846e
Centralize auth ( #598 )
2024-04-03 10:35:55 -04:00
Zach Gollwitzer
b1bfdef8ff
Isolate infinite loop bug, add timeout to actions ( #583 )
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* Isolate infinite loop bug, add timeout to actions
* Increase timeout to allow for temporary failure
* Set correct timeout, implement temporary fix
* Trigger syncs at controller layer
2024-03-29 12:53:08 -04:00
Zach Gollwitzer
f0c2d4ead0
Implement transaction filtering UI ( #578 )
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* Rough sketch of implementation
* Consolidate auto submit controller
* Store ransack params in session
* Improve how summary is calculated for txns
* Implement filters UI
2024-03-28 13:23:54 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements ( #553 )
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* Money improvements
* Replace all old money usage
2024-03-18 11:21:00 -04:00
Jakub Kottnauer
2c257a2a4b
Add inline category selection ( #541 )
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* Implement inline category selection
* Add turbo frame to refresh updated transaction
* Improve styles
* Fix category assignment
* Reorganize code
* Revert event propagation
* Remove unused frames
* Make only the transaction name clickable
* Add custom scrollbar class
2024-03-14 10:30:36 -04:00
Ciocanel Razvan
cca779d3c4
Feat transactions search ( #532 )
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* gem: Add ransack gem
* feat: Implement transactions search
2024-03-11 08:51:16 -04:00
Cristiano Crolla
7f2633f9da
Add transaction sidebar ( #534 )
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* Create sidebar element and working with turbo
* Add overview fields
* Add columns to transations and tidy modal
* permit new transaction params
* Add autosubmit form controller
* remove unused show code
2024-03-10 17:38:31 -04:00
Jean Moreau
9c9459211f
Implement basic transaction pagination ( #531 )
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* install pagy
* add pagy to controller, display default pagy UI
* display hardcoded custom UI to confirm styling
* implement custom UI with pagy methods
* move pagination into partial
* use lucide icons
* only display pagination if 2 or more pages are available
* add mobile pagination placeholder
* use link_to and display greyed out buttons when no prev or next needed
* sort transactions by date so grouping works appropriately with pagination
* add space between mobile view buttons
* remove debugging
2024-03-08 15:11:58 -05:00
Dwight Watson
971347c761
Find account first and build transaction through association ( #487 )
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* Find account first and build transaction through association
* Fix flaky test
2024-02-26 06:29:28 -05:00
Zach Gollwitzer
87b97b3c41
Scaffold out basic transactions model and UI ( #478 )
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* 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
