Zach Gollwitzer
45ae4a9737
CSV Transaction Imports ( #708 )
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Introduces a basic CSV import module for bulk-importing account transactions.
Changes include:
- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Jose Farias
4c5f8263bc
Implement transaction category management ( #688 )
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* 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 )
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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
Zach Gollwitzer
9bda7efc3f
New Settings Menu, Routes and Controllers Organization ( #641 )
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* Add new settings routes and controllers
* Add new settings view, restructure controllers and routes
* Fix lint errors
2024-04-18 07:56:51 -04:00
Zach Gollwitzer
d29d465a3c
Basic transaction categories CRUD actions (inline) ( #601 )
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* 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
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Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
2024-04-04 17:29:50 -04:00
