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11 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
Juan B. Rodriguez
49d1fe0e11
feat: add crypto account type to demo data (#555)
* feat: add crypto account type to demo data

* fix: set currency to BTC, revert schema migration change and fix tests

* fix: update dates in time_series tests
2024-03-19 15:34:35 -04:00
Zach Gollwitzer
ed89ad522d
Add multi currency demo accounts (#530) 2024-03-07 17:46:36 -05:00
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
6f0e410684
Dashboard View and Calculations (#521)
* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
2024-03-06 09:56:59 -05:00
Josh Pigford
4843cf22c6
Use Synth for exchange rates (#514)
* Switch currency seeding over to Synth

* Switch all exchange rates over to Synth
2024-03-04 10:26:20 -06:00
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
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
Jose Farias
3852b79121
Use consistent language for invite codes 2024-02-02 19:37:10 -06:00
Jose Farias
6a4ab5664d
Add rake task for creating invite codes 2024-02-02 18:02:46 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00