* Initial entryable models
* Update transfer and tests
* Update transaction controllers and tests
* Update sync process to use new entries model
* Get dashboard working again
* Update transfers, imports, and accounts to use Account::Entry
* Update system tests
* Consolidate transaction management into entries controller
* Add permitted partial key helper
* Move account transactions list to entries controller
* Delegate transaction entries search
* Move transfer relation to entry
* Update bulk transaction management flows to use entries
* Remove test code
* Test fix attempt
* Update demo data script
* Consolidate remaining transaction partials to entries
* Consolidate valuations controller to entries controller
* Lint fix
* Remove unused files, additional cleanup
* Add back valuation creation
* Make migrations fully reversible
* Stale routes cleanup
* Migrations reversible fix
* Move types to entryable concern
* Fix search when no entries found
* Remove more unused code
* 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
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
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
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
This can be updated to redirect/pull from third party sources in future,
with the option of always falling back to the placeholder if there are
any failures.
* Add pie chart for asset/debt allocation in dashboard view
* Fix lint issue
* Fix z-index issue with tooltip under pie chart
* Fix spacing of dashboard charts
* Reindent TimeSeries classes
* Fix spacing in time series tests
* Remove trend tests where current is nil
I think if we've gotten this far with a nil value for current, there's a data integrity problem.
If we allow this, we'll have to be very defensive in our code. Best to raise and fix early.
* Reindent Money class
* Refactor TimeSeries artifacts
* Use as_json in TimeSeries
* Bring back tests for trends where current is nil
* Bring back trend test
* Correctly enumerate trend test
* Use favorable_direction for trend_styles helper
* Make trend public in TimeSeries::Value
* Allow nil current values in trends
I think I might've gotten it wrong before, nils might appear in trends if values are unavailable for snapshots
* Clean up TimeSeries::Trend
* Skip trend values same class validations if any values are nil
* Refactor Money
* Remove object parsing in TimeSeries::Value
We're only every passing hashes
* Add step method to currency
* Change amount placeholder and step, when currency select change
* Lint
* Add test with auth
* Extract request to specific service
* 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
* 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
* 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
* 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
* 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
* Transaction scaffold
* Rough in transaction views
* Fix sort order
* Fix mass assignment issue
* Fix test
* Simplify CI workflow
* Don't seed db before test
* 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
* 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
* 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>
* 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
