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138 commits

Author SHA1 Message Date
Sriram
d3b326d273
Make new account modal close as clickable button (#492)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 12:25:36 -05:00
Sriram
7e883c4439
Update hard-coded currency UI with currency specific params (#488)
* Update hard-coded currency UI with currency specific params

* Rename extension methods to match currency option names; Move cents extension to numeric class extension

* Use currency's precision to show the cents part in accounts show page

---------

Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 09:40:48 -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
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
Zach Gollwitzer
bbe7323ca4
Add Tailwind color palette (#452) 2024-02-12 17:20:50 -05:00
Josh Pigford
a86b4264c4 i18n additions 2024-02-11 14:00:16 -06:00
Sergey Tyan
e79ff94f6c
Improve account modal keyboard navigation (#424)
* Add back button support to account keyboard navigation and autofocus text input on the form

* Wrap modal content with keyboard navigation controller
2024-02-11 13:17:03 -06:00
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
Sergey Tyan
aef15c9371
Add controller to save accounts collapse state to localStorage (#432)
* Add controller to save accounts collapse state to localStorage

* Small clean up

* Fix indentation
2024-02-11 12:38:28 -06:00
Josh Pigford
4d5d35b277 Rough-in on account show pages 2024-02-10 19:39:18 -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
Rob Zolkos
10399df3d0
Fix height of modal during account creation steps (#418)
* Don't reopen an already open modal

* Avoid changing height of modal during wizard steps
2024-02-09 19:21:19 -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
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
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
69c5df73d9 Only show account grouping if sum > 0 2024-02-08 15:52:33 -06:00
Josh Brown
9284352f06
Build out account sidebar (#391)
* Build out account sidebar

* Use detail and summary element instead of controller

* Update localisation

* Remove redundant code
2024-02-08 15:46:27 -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
Josh Pigford
754c506aad Merge branch 'main' of https://github.com/maybe-finance/maybe 2024-02-07 11:11:53 -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
Jesper Christiansen
db478e5fbd
Add Account type investment form (#343)
* Add Account type investment form

* Move subtypes to Account::Investment

* Linting
2024-02-06 19:45:17 -06:00
Josh Pigford
4a5de41065 Remove unused form 2024-02-06 13:04:56 -06:00
Ricardo Siqueira de Oliveira Leite
c8a659694d
Start I18n Internationalization setup (#276)
* 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
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
Dwight Watson
e812b715d3
First pass at a system test (#305) 2024-02-05 15:19:31 -06:00
Josh Pigford
0922a7cbd6 Form save icon
Fixes #310
2024-02-05 12:45:56 -06:00
Dwight Watson
d61a22b070
Opt-in to Current fully (#297) 2024-02-04 17:36:46 -06:00
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
ecb3f2726f Add custom new forms 2024-02-03 02:50:10 +00:00
Rob Zolkos
48ade396ca Fix account creation 2024-02-03 02:50:09 +00:00
Josh Pigford
fed010e202 Credit start 2024-02-02 15:31:32 -06:00
Josh Pigford
aef3e70ba0 Basic account listing 2024-02-02 11:09:31 -06:00
Josh Pigford
3bf7b47040 New bank addition (mostly hashing out STI bits)
Messy and gross. Will get cleaned up in the next couple of commits.
2024-02-02 10:39:16 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00