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34 commits

Author SHA1 Message Date
Thibaut Gorioux
a22c7a0e9c
Add persistent notification with dismiss and action button (#611)
* Update notification partial

* Update locals args

* Lint

* Move content to body in notification helper

* Avoid dynamic Tailwind class

* Styling

* Add notification to localization file

* Lint

* Normalize locales

* Auto dismiss by default
2024-04-16 13:33:51 -04:00
Pieter Beulque
fc631e698d
Allow 2 decimals when adding a balance (#614) 2024-04-15 11:27:39 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Mike
b812b6d8c9
Enhance currency selector to list 'All Others' after 'Popular' (#610) 2024-04-10 10:47:58 -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
Zach Gollwitzer
4f0b2de4ef
Consolidate dropdown controllers (#600)
* Basic listbox and popover controllers with temporary example

* Separate select and menu controllers
2024-04-03 17:32:27 -04:00
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
Cristiano Crolla
7f2633f9da
Add transaction sidebar (#534)
* Create sidebar element and working with turbo

* Add overview fields

* Add columns to transations and tidy modal

* permit new transaction params

* Add autosubmit form controller

* remove unused show code
2024-03-10 17:38:31 -04:00
Jean Moreau
9c9459211f
Implement basic transaction pagination (#531)
* install pagy

* add pagy to controller, display default pagy UI

* display hardcoded custom UI to confirm styling

* implement custom UI with pagy methods

* move pagination into partial

* use lucide icons

* only display pagination if 2 or more pages are available

* add mobile pagination placeholder

* use link_to and display greyed out buttons when no prev or next needed

* sort transactions by date so grouping works appropriately with pagination

* add space between mobile view buttons

* remove debugging
2024-03-08 15:11:58 -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
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
19f15e9391
Add balance heading, date period partials (#507)
* Make balance heading partial

* Move period dropdown to partial

* Fix tests

* Remove redundant arg
2024-03-01 17:33:54 -05:00
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
Sriram
1968fb0145
Add currency to account form to support multiple currencies (#481)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-26 09:50:38 -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
7e324f1b53
Scaffold out Account Syncing (#474)
* 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

* Refactor series logic

* Scaffold out basic sync process for accounts

* Fix tests
2024-02-22 11:35:06 -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
Mattia
0490fda465
Improve active class assignment in sidebar links (#450)
* Fix active class assignment in sidebar links

* Revert "Fix active class assignment in sidebar links"

This reverts commit 55924f32db.

* Update sidebar_link_to helper to correctly assign active class for nested routes

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-14 07:55:23 -05:00
Josh Brown
101a5ee0c5
Add notification UI (#449)
* Add notification UI

* Make animation an aribtrary value

It didn't make much sense in the theme as it feels very specific, this
change also means the timing information is clearer within the html
itself.

* Update to use tailwind theme

* Refactor structure of icon

* Add support for multiple notifications at once

* Adjust notification animation timing

* Make notification more accessible

Applies role to the notification which will apply the appropriate
aria-live status to ensure notifications are read out when they are
rendered into the screen for screenreader users.

Wraps the svg with a button tag that keyboard users can focus and engage
with to close the notification.

* Fix notification progress indicator placement

* Map flash types to notification types automatically

* Refine notification animations

* Set success as default icon for notifications
2024-02-13 09:19:11 -06:00
Zach Gollwitzer
bbe7323ca4
Add Tailwind color palette (#452) 2024-02-12 17:20:50 -05:00
Josh Pigford
fbe49bf4ea Currency select tweaks 2024-02-11 13:09:14 -06:00
Cristiano Crolla
96debfaeda
Currency Dropdown (#415)
* Initial dropdown setup and styles

* Allow form field to pass through block content and update dropdown posititon

* add currency to accounts params

* Add repositionDropdown function and carry over dropdown controller

* remove block context from form builder in favour of using form tag directly

* Hide currency input and set checks for input and label before updating

* align currency button with balance

* revert form_field_tag changes

* remove margin on currency button, looks cleaner

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-02-11 13:02:27 -06:00
Josh Pigford
b2fdf78101 Sidebar nav tweak 2024-02-11 12:56:23 -06:00
Josh Brown
e37ed2c988
Add sidebar link helper (#435)
* Add helper for sidebar nav links

* Allow options to be passed down to sidebar link
2024-02-11 12:47:58 -06:00
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
Josh Brown
df3e14a975
Apply default form styling (#272)
* Add and organise component stylesheets

* Revert CSS folder and file structure

* Add FormsHelper and FormBuilder to apply component classes

* Refactor label args

Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Signed-off-by: Josh Brown <josh@joossh.com>

* Update form field styles

* Apply form builder to all fields

* Remove redundant style rules

Some of these were either duplicative or had no effect.

* Apply default submit button styles

* Set default form class

* Fix opacity of input when focused

---------

Signed-off-by: Josh Brown <josh@joossh.com>
Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-02-09 09:29:31 -06:00
Josh Brown
80f68b657c
Fix translation scope within modals (#404)
* Patch virtual_path within modal helper

Added an example translation within the modal to test.

* Fix modal translation scope

By changing this to a partial that accepts the content via a local var
instead of a layout the virtual path, and therefore translation scope is
not changed.
2024-02-09 08:25:59 -06:00
Josh Pigford
4761619870
New Add Account UI
* Add Lucide gem (#364)

* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page

* feat: skip system test with an explanation instead of comment them

* fix typo in the skip

* feat: add lucide gem

* Add reusable modal (#362)

* Remove unused form

* Add reusable modal

* Prelim styling

* Add instructions

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>

* Add keyboard navigation to new account selector (#375)

* New account menu (#372)

* New account menu

* Styling tweaks

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Entry method links (#376)

* Initial add account form (#378)

* Initial add account form

* Unused

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Pedro López Mareque <Pedro.lopez.mareque@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Co-authored-by: Josh Brown <josh@joossh.com>
2024-02-08 10:46:05 -06:00
Muhammed Kılıç
6d0e5febe9
Fix accountable text and alignment (#330)
* Fix #319 Accountable text format

* Fix account index table alignment

* Update to_accountable_title helper

---------

Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com>
2024-02-06 19:48:05 -06:00
Jose Farias
c5192ee424
Centralize auth messages (#269)
* Add i18n-tasks

* Add auth-related i18n

* Centralize auth messages

* Remove safe navigation

* Revert "Remove safe navigation"

This reverts commit 56b5e01e5e.

* Remove newline in Gemfile
2024-02-03 14:17:49 -06:00
Rob Zolkos
ecb3f2726f Add custom new forms 2024-02-03 02:50:10 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00