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.
* Generate time series for rolling 30 day sum of income and spending
* Highlight accounts with most income and spending in the last 30 days
* Aggregate chips after 3 top accounts in insight card
* Refactor aggregation filter
I think this is easier to read and understand whats happening at a
glance
* Refactor and tidy
* Use family currency for insight cards
* Further reduce risk of sql injection
* Fix lint
* Refactor rolling total queries
* Add test for transaction snapshot
* 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
* Refactor trendline chart controller into a time series chart controller
* Replace trendline controller
* Implement empty state
* Port line-chart controller into time-series-chart
* Split out methods
* Group similar time series chart functionality
* Fix indicator color
* Fix empty state in time series chart
* Replace line-chart controller with time-series-chart controller
* Draw empty time series chart if less than 2 data points
* Fix favorable direction serialization
* Handle integers as well as money
* Fix favorable direction serialization
* Replace chart types with optional elements
* Prevent double-renders when displaying turbo caches of time series charts
* Remove ambiguities between time series and series data
* Improve time series chart property names
* Clean up tooltip template
* Match tooltip designs
* Apply trendline gradient
* Implement trendline split behavior
* Use same stroke width on all trend lines
* Sort time series data by date
* Support percentages
* Use data color for guideline circles
* Revert "Use data color for guideline circles"
This reverts commit f239a1e00f.
* Use expected defaults for time series chart
* Include day in time-series chart x-axis labels
* favorableDirection -> favorable_direction
* data -> datum where appropriate
* Hide change data in tooltip for percentages
* 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
* Added erblint and fixed offenses
* Added erblint bintstub. Included erblint into CI
* Merged GitHub Actions tasks for rubocop and erblint into one
* Added config for erblint.
* Reverted erblint call in the CI
* Add transaction filtering by category
* Link label to checkbox
* Keep the dropdown open when clicked to allow tab change
* Show the badge with color and name when filter is applied
* Reduce color height
* Add ability to delete Account
Issue #571
* Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists
* Use custom confirm modal for account deletion
* Revert "Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists"
This reverts commit 8dbf634819.
* Rough sketch of implementation
* Consolidate auto submit controller
* Store ransack params in session
* Improve how summary is calculated for txns
* Implement filters UI
* 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
* Rename account balance field for clarity
`original_balance` and `original_currency` may infer that these values are "original" to the account. In reality, they represent the "current" balance and currency on the account.
* Prepare fixture data for account sync testing
* Update to new field
* Fix conflicts
* Remove local schema change
* 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>
* Transaction scaffold
* Rough in transaction views
* Fix sort order
* Fix mass assignment issue
* Fix test
* Simplify CI workflow
* Don't seed db before test
