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185 commits

Author SHA1 Message Date
Zach Gollwitzer
6f0e410684
Dashboard View and Calculations (#521)
* 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
2024-03-06 09:56:59 -05:00
Zach Gollwitzer
facd74f733
Net worth calculation (#508)
* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Fix lint errors
2024-03-04 08:31:22 -05:00
Zach Gollwitzer
0fe9b6d34a
Add Money and Money Series (#505)
* Add Money class

* Standardize creation of money series

* Formatting

* Fix test
2024-03-01 17:17:34 -05:00
Zach Gollwitzer
14641d16de
Add Local Development Demo Data (#502)
* Clean up seeds, add development demo data

* Handle liability account display and sync

* Fix tests
2024-02-29 16:35:54 -05:00
Zach Gollwitzer
dbf575c02a
Basic Account Balance Sync Algorithm (#501)
* Sketch out sync interface

* Add basic account sync algorithm

* Update logic for final balance in series

* Remove start_date concept

* Clean up tests

* Improve clarity of test

* Update app/models/account.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/transaction.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/valuation.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Re-organize code, simplify job interface

* Consolidate balance calculations

* More cleanup

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
2024-02-29 08:32:52 -05:00
Zach Gollwitzer
7d48c01833
Prepare fixture data for account sync tests (#493)
* 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
2024-02-27 12:43:49 -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
Dwight Watson
971347c761
Find account first and build transaction through association (#487)
* Find account first and build transaction through association

* Fix flaky test
2024-02-26 06:29:28 -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
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
Pedro López Mareque
5de5199459
Skip system test instead of comment it (#348)
* 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
2024-02-07 09:09:35 -06:00
Juan Vásquez
4099743107
Addd application_helper_test.rb (#302) 2024-02-06 19:51:32 -06:00
Josh Pigford
19413b0f8d Disabling this block for now
UI is changing to quickly to do systems testing
2024-02-06 12:02:43 -06:00
Zach Gollwitzer
64c8774867 Fix system test 2024-02-06 12:32:09 -05:00
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
Dwight Watson
97789bc538
Fix arguments to find_by_token_for (#299) 2024-02-04 19:10:48 -06:00
Dwight Watson
1cded2af90
Use Current association in AccountsController and add tests (#298)
* Add PagesControllerTest with authentication

* Rubocop fixes

* Move sign_in to setup block

* Remove instance variable

* Add tests for AccountsController

* Use specific account
2024-02-04 18:00:40 -06:00
Dwight Watson
fb7411e163
Add PagesControllerTest with authentication (#288)
* Add PagesControllerTest with authentication

* Rubocop fixes

* Move sign_in to setup block

* Remove instance variable
2024-02-04 17:39:38 -06:00
Dwight Watson
d61a22b070
Opt-in to Current fully (#297) 2024-02-04 17:36:46 -06:00
Jose Farias
c5192ee424
Centralize auth messages (#269)
* Add i18n-tasks

* Add auth-related i18n

* Centralize auth messages

* Remove safe navigation

* Revert "Remove safe navigation"

This reverts commit 56b5e01e5e.

* Remove newline in Gemfile
2024-02-03 14:17:49 -06:00
Lee McAlilly
69698d0463
Add initial model tests with starter fixtures for User, Family, and Account (#281)
* Add initial user fixture

* Add initial tests for  the User model

* Add initial tests for Family and a valid Account

* Pass rubocop
2024-02-03 13:07:23 -06:00
Rob Zolkos
e7d7c70b2f Remove account type column 2024-02-03 03:09:54 +00:00
Rob Zolkos
71939d6fb5 Rework Account to use delegated types 2024-02-03 02:48:51 +00:00
Jose Farias
78c84c5028
Pull out in_hosted_app helper 2024-02-02 19:48:45 -06:00
Jose Farias
3852b79121
Use consistent language for invite codes 2024-02-02 19:37:10 -06:00
Jose Farias
8118927f9b
Improve InviteCode generate! test 2024-02-02 19:34:58 -06:00
Jose Farias
5eb6418f01
Assert redirection in registration test 2024-02-02 18:24:22 -06:00
Jose Farias
b3a792c47d
Implement invitation codes 2024-02-02 17:55:27 -06:00
Avi Flombaum
efc882deb3
Clear out broken tests 2024-02-02 12:36:54 -05:00
Rob Zolkos
d6291b6cbe Mark tests pending
These are scaffolded placeholder tests anyway.  Once reale features are
added the skips will be removed.
2024-02-02 16:33:08 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00