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
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
Jakub Kottnauer
9549182462
Add Transaction Merchant management ( #686 )
...
* 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
Jose Farias
cd8d741fe1
Add transaction modal flow ( #633 )
...
* Add transaction modal flow
* Preserve decimals when creating transactions
2024-04-16 14:44:31 -04:00
Zach Gollwitzer
d29d465a3c
Basic transaction categories CRUD actions (inline) ( #601 )
...
* Fix dropdown issues and add dummy transaction category modal
* Minor namings tweaks
* Add search type
* Use new menu controller
* Complete basic transaction category inline CRUD actions
* Fix lint error
---------
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
2024-04-04 17:29:50 -04:00
Thibaut Gorioux
b3c48d13e7
Filter transactions by category ( #581 )
...
* Add transaction filtering by category
* Link label to checkbox
* Keep the dropdown open when clicked to allow tab change
* Show the badge with color and name when filter is applied
* Reduce color height
2024-04-02 12:17:26 -04:00
Dave Corson-Knowles
e5750d1a13
Add presence validations for required fields ( #545 )
...
* Adds basic validations for required fields
Also deletes a few extraneous .keep files
Does not add the family_id required field for user, since that breaks the basic test setup
* Restore keep files to this branch
* Remove Credit model and validate models behind ids
* Restore concerns .keep
2024-03-15 15:21:59 -04:00
Jakub Kottnauer
2c257a2a4b
Add inline category selection ( #541 )
...
* 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 )
...
* gem: Add ransack gem
* feat: Implement transactions search
2024-03-11 08:51:16 -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
