7 commits

Author	SHA1	Message	Date
Zach Gollwitzer	77def1db40	Nested Categories (#1561) ... * Prepare entry search for nested categories * Subcategory implementation * Remove caching for test stability	2024-12-20 11:37:26 -05:00
Zach Gollwitzer	c3248cd796	Improve account transaction, trade, and valuation editing and sync experience (#1506) ... * Consolidate entry controller logic * Transaction builder * Update trades controller to use new params * Load account charts in turbo frames, fix PG overflow * Consolidate tests * Tests passing * Remove unused code * Add client side trade form validations	2024-11-27 16:01:50 -05:00
Zach Gollwitzer	65db49273c	Account Activity View + Account Forms (#1406) ... * Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects	2024-11-04 20:27:31 -05:00
Zach Gollwitzer	e05f03b314	Allow user to add buy and sell trade transactions for investment accounts (#1066) ... * Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates	2024-08-09 11:22:57 -04:00
Zach Gollwitzer	c3314e62d1	Account::Entry Delegated Type (namespace updates part 7) (#923) ... * 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	2024-07-01 10:49:43 -04:00
Zach Gollwitzer	da18c3d850	Account namespace updates: part 6 (transactions) (#904) ... * Move Transaction to Account namespace * Fix improper routes, improve separation of concerns * Replace account transactions list partial with view * Remove logs * Consolidate transaction views * Remove unused code * Transfer style tweaks * Remove more unused code * Add back totals by currency helper	2024-06-24 11:58:39 -04:00
Zach Gollwitzer	bddaab0192	Account namespace updates: part 4 (transfers, singular namespacing) (#896) ... * Move Transfer to Account namespace * Fix partial resolution due to namespacing plurality * Make category and tag controllers consistent with namespacing convention * Update stale partial reference	2024-06-20 13:32:44 -04:00