Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 ( #893 )
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* Rename accountable types
* Merge conflicts
* Fix broken tests
* Add back sidebar changes
2024-06-20 07:26:25 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash ( #794 )
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* Fix foreign account sync crash
* Refactor synth provider and show UI error if not configured
* Generate error message on missing exchange rates while converting balances
* Ignore sync messaged in i18n-tasks unused
* Generate missing exchange rate error during entry normalization
* Update alert classes
2024-05-27 12:10:28 -04:00
Jakub Kottnauer
30c19b9d2e
Show an error notification if account cannot be manually synced ( #761 )
2024-05-20 10:34:48 -04:00
Jakub Kottnauer
3d9ff3ad2a
Add start balance to manual accounts ( #735 )
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* Add start_balance to accounts
* Add tests
* Cleanup
* Refactor code and add tests
* Update physical cash demo account to be manual
* Do not populate start_balance in migration
* Cleanup
* Review fixes
* Revert calc change
* Update app/models/exchange_rate.rb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
* Add test
* Fix syncable bug and update csv tests
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Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-16 15:57:21 -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
Mattia
315c4bf1ec
Account Sync should happen at login, 1x per day, OR on-demand ( #594 )
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* Add last_sync_date to accounts table
* Always sync Account after Valuation or Transaction creation, update, or deletion.
Skip sync if user clicks "sync" button without changing anything
* Sync user accounts daily based on last_login_at
2024-04-04 17:00:12 -04:00
Jose Farias
7ae25dd6df
Implement Synth as an exchange rate provider ( #574 )
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* Implement Synth as an exchange rate provider
* Add assertions to provider interface test
* Assert the correct provider error is raised
* Remove unnecessary parens
2024-03-27 11:16:00 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 ( #543 )
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* 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 )
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* 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
fe2fa0eac1
Multi-currency support: Money + Currency class improvements ( #553 )
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* Money improvements
* Replace all old money usage
2024-03-18 11:21:00 -04:00
Zach Gollwitzer
c60ddaec1d
Multi-currency part 1 ( #542 )
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* Add family snapshots table
* Add snapshot method, clean up family expected results
* Remove old sync trigger
2024-03-11 16:32:13 -04:00
Dave Corson-Knowles
9c08721e9c
Add angel investment type to Investment ( #519 )
2024-03-06 08:14:25 -05:00
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
14641d16de
Add Local Development Demo Data ( #502 )
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* Clean up seeds, add development demo data
* Handle liability account display and sync
* Fix tests
2024-02-29 16:35:54 -05:00
Zach Gollwitzer
dbf575c02a
Basic Account Balance Sync Algorithm ( #501 )
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* Sketch out sync interface
* Add basic account sync algorithm
* Update logic for final balance in series
* Remove start_date concept
* Clean up tests
* Improve clarity of test
* Update app/models/account.rb
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
* Update app/models/transaction.rb
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
* Update app/models/valuation.rb
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
* Re-organize code, simplify job interface
* Consolidate balance calculations
* More cleanup
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Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
2024-02-29 08:32:52 -05:00
Jesper Christiansen
db478e5fbd
Add Account type investment form ( #343 )
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* Add Account type investment form
* Move subtypes to Account::Investment
* Linting
2024-02-06 19:45:17 -06:00
Ricardo Siqueira de Oliveira Leite
c8a659694d
Start I18n Internationalization setup ( #276 )
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* start internationalization_setup
* add passwords views translations
* add account views translations
* fix translations
* temporary disable i18n used key
2024-02-06 11:58:17 -06:00
Rob Zolkos
a2b96db75d
Remove styling configuration for account types out ( #284 )
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* Remve styling configuration for account types out
* No need to tailwind config for models
2024-02-03 14:38:52 -06:00
Rob Zolkos
48ade396ca
Fix account creation
2024-02-03 02:50:09 +00:00
Rob Zolkos
71939d6fb5
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
