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18 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
fe2fa0eac1
Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -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
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
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
Dwight Watson
971347c761
Find account first and build transaction through association (#487)
* 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)
* 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
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
Dwight Watson
97789bc538
Fix arguments to find_by_token_for (#299) 2024-02-04 19:10:48 -06:00
Dwight Watson
1cded2af90
Use Current association in AccountsController and add tests (#298)
* Add PagesControllerTest with authentication

* Rubocop fixes

* Move sign_in to setup block

* Remove instance variable

* Add tests for AccountsController

* Use specific account
2024-02-04 18:00:40 -06:00
Dwight Watson
fb7411e163
Add PagesControllerTest with authentication (#288)
* Add PagesControllerTest with authentication

* Rubocop fixes

* Move sign_in to setup block

* Remove instance variable
2024-02-04 17:39:38 -06:00
Jose Farias
78c84c5028
Pull out in_hosted_app helper 2024-02-02 19:48:45 -06:00
Jose Farias
3852b79121
Use consistent language for invite codes 2024-02-02 19:37:10 -06:00
Jose Farias
5eb6418f01
Assert redirection in registration test 2024-02-02 18:24:22 -06:00
Jose Farias
b3a792c47d
Implement invitation codes 2024-02-02 17:55:27 -06:00
Avi Flombaum
efc882deb3
Clear out broken tests 2024-02-02 12:36:54 -05:00
Rob Zolkos
d6291b6cbe Mark tests pending
These are scaffolded placeholder tests anyway.  Once reale features are
added the skips will be removed.
2024-02-02 16:33:08 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00