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70 commits

Author SHA1 Message Date
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
Josh Brown
e767aca37f
Refresh account on update (#476)
* Refresh account on update

* 🐛 Replace turbo frame on create valuation

This avoids the frame reloading it's src when refreshing.

* Change Action Cable adapater to Postgres
2024-02-23 20:18:30 -06:00
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
Zach Gollwitzer
3ec9c9b56b
Scaffold out the UI for individual account page (#461)
* Add `AccountBalance` table for account views

* Scaffold out account UI

* Add D3 line chart scaffolding

* Style fixes
2024-02-14 13:02:11 -05:00
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
f8174990ca
Fix accountable type references in new account flow (#395)
* Fix accountable type references in new account flow

* Add remaining references

* Refactor accountable type checking

* Refactor new account template to use account

* Refactor account create action

* Refactor account sidebar
2024-02-09 08:26:54 -06:00
Nidhi Sarvaiya
1182ab39bd
Integrate money-rails gem (#268)
* Integrate money-rails gem

* Fix Lint issues

* Basic test for monetize feature

* Merge main branch

* Changes to monetize balance field

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-06 12:30:51 -05:00
Rob Zolkos
a2b96db75d
Remove styling configuration for account types out (#284)
* 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
ace7fb48ee Fix spellling 2024-02-03 02:49:48 +00:00
Rob Zolkos
ecfb178b87 Remove duplication 2024-02-03 02:49:25 +00:00
Rob Zolkos
129daa6a11 Add option to association 2024-02-03 02:49:23 +00:00
Rob Zolkos
71939d6fb5 Rework Account to use delegated types 2024-02-03 02:48:51 +00:00
Rob Zolkos
787f0d864e Fix lint issue 2024-02-02 17:15:12 +00:00
Josh Pigford
dfb999b4c1 Update account.rb 2024-02-02 11:10:14 -06:00
Josh Pigford
dbc76c76ef Merge branch 'main' of https://github.com/maybe-finance/maybe 2024-02-02 11:09:55 -06:00
Josh Pigford
aef3e70ba0 Basic account listing 2024-02-02 11:09:31 -06:00
Rob Zolkos
f1909b3bf2 Add initial list of valid account types 2024-02-02 17:01:47 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00