Zach Gollwitzer
52333e3fa6
Add reconciliation manager ( #2459 )
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* Add reconciliation manager
* Fix notes editing
2025-07-16 11:31:47 -04:00
Zach Gollwitzer
89cc64418e
Add confirmation dialog for balance reconciliation creates and updates ( #2457 )
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2025-07-15 18:58:40 -04:00
Zach Gollwitzer
9110ab27d2
Centralize entry naming ( #2454 )
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* Centralize entry naming
* Lint fixes, code style
2025-07-10 18:40:38 -04:00
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing ( #2427 )
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* Initial multi-step property form
* Improve form structure, add optional tooltip help icons to form fields
* Add basic inline alert component
* Clean up and improve property form lifecycle
* Implement Account status concept
* Lint fixes
* Remove whitespace
* Balance editing, scope updates for account
* Passing tests
* Fix brakeman warning
* Remove stale columns
* data constraint tweaks
* Redundant property
2025-07-03 09:33:07 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup ( #2110 )
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* Flatten Holding model
* Flatten balance model
* Entries domain renames
* Fix valuations reference
* Fix trades stream
* Fix brakeman warnings
* Fix tests
* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) ( #901 )
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* Move Valuation to Account namespace
* Move account history to controller
* Clean up valuation controller and views
* Translations and cleanup
* Remove unused scopes and methods
* Pass brakeman
2024-06-21 16:23:28 -04:00
Jakub Kottnauer
1108e45596
Change default valuation currency to that of the related account, not family ( #728 )
2024-05-08 15:29:56 -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
facd74f733
Net worth calculation ( #508 )
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* 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 )
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* 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
Zach Gollwitzer
b5b2d335fd
Add Live Data to Account Page ( #464 )
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* 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
