1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 07:39:39 +02:00
Commit graph

9 commits

Author SHA1 Message Date
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
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
2024-03-19 09:10:40 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -04:00
Zach Gollwitzer
c60ddaec1d
Multi-currency part 1 (#542)
* Add family snapshots table

* Add snapshot method, clean up family expected results

* Remove old sync trigger
2024-03-11 16:32:13 -04:00
Jakub Kottnauer
90d0cc0c39
Add backend support for transaction categories (#524)
* Add backend support for transaction categories

* Fix tests

* Localize default category names

* Add tests

* Remove category icon and set default color
2024-03-07 13:15:50 -05:00
Zach Gollwitzer
ad7136cb63
Add accounts management list (#522)
* Add accounts management

* Normalize i18n file

* Get turbo streams working

* Ignore disabled accounts in calculations

* Add empty state
2024-03-07 10:55:51 -05:00
Zach Gollwitzer
facd74f733
Net worth calculation (#508)
* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Fix lint errors
2024-03-04 08:31:22 -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
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00