Josh Pigford
de0cba9fed
Update .env.example
2024-03-20 13:27:40 -05:00
Josh Brown
c7b336de45
Fix ZeroDivisionError ( #557 )
2024-03-20 13:14:08 -04:00
Juan B. Rodriguez
49d1fe0e11
feat: add crypto account type to demo data ( #555 )
...
* feat: add crypto account type to demo data
* fix: set currency to BTC, revert schema migration change and fix tests
* fix: update dates in time_series tests
2024-03-19 15:34:35 -04:00
Zach Gollwitzer
f904d9d062
Add the ability to "rollup" values in a time series ( #554 )
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* 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
2024-03-19 09:10:40 -04:00
dependabot[bot]
0a8518506c
Bump ruby-lsp-rails from 0.3.2 to 0.3.3 ( #549 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.2 to 0.3.3.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.2...v0.3.3 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-18 11:32:46 -04:00
dependabot[bot]
fc66990772
Bump good_job from 3.26.1 to 3.26.2 ( #550 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 3.26.1 to 3.26.2.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v3.26.1...v3.26.2 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-18 11:32:19 -04:00
dependabot[bot]
d6fb43a547
Bump rails from bf96dcf to 5411787 ( #551 )
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Bumps [rails](https://github.com/rails/rails ) from `bf96dcf` to `5411787`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](bf96dcfa0d...5411787a15
2024-03-18 11:30:43 -04:00
dependabot[bot]
9dc2aa7533
Bump pagy from 7.0.10 to 7.0.11 ( #552 )
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Bumps [pagy](https://github.com/ddnexus/pagy ) from 7.0.10 to 7.0.11.
- [Release notes](https://github.com/ddnexus/pagy/releases )
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ddnexus/pagy/compare/7.0.10...7.0.11 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-18 11:27:52 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements ( #553 )
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* Money improvements
* Replace all old money usage
2024-03-18 11:21:00 -04:00
Dave Corson-Knowles
e5750d1a13
Add presence validations for required fields ( #545 )
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* Adds basic validations for required fields
Also deletes a few extraneous .keep files
Does not add the family_id required field for user, since that breaks the basic test setup
* Restore keep files to this branch
* Remove Credit model and validate models behind ids
* Restore concerns .keep
2024-03-15 15:21:59 -04:00
Ryan Taber
a4c97a9d52
Removes unused model and routes ( #546 )
2024-03-15 12:20:54 -04:00
Yu Le
56743eb380
Enable turbo refresh in layout/auth & Fix registrations controller create fail w/ status ( #544 )
2024-03-14 10:30:46 -04:00
Jakub Kottnauer
2c257a2a4b
Add inline category selection ( #541 )
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* Implement inline category selection
* Add turbo frame to refresh updated transaction
* Improve styles
* Fix category assignment
* Reorganize code
* Revert event propagation
* Remove unused frames
* Make only the transaction name clickable
* Add custom scrollbar class
2024-03-14 10:30:36 -04:00
Jakub Kottnauer
2c3752668a
Fix event handler removal on disconnect ( #540 )
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* Fix event handler removal on disconnect
* Fix tab controller
2024-03-11 17:42:18 -04:00
Zach Gollwitzer
c60ddaec1d
Multi-currency part 1 ( #542 )
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* Add family snapshots table
* Add snapshot method, clean up family expected results
* Remove old sync trigger
2024-03-11 16:32:13 -04:00
Josh Pigford
1cdf5ea6a7
Optimized icons
2024-03-11 09:02:48 -05:00
Josh Pigford
0eddd86e74
Favicons
2024-03-11 09:01:50 -05:00
dependabot[bot]
c7cf9bad69
Bump rails from db30dd6 to bf96dcf ( #538 )
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Bumps [rails](https://github.com/rails/rails ) from `db30dd6` to `bf96dcf`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](db30dd6fe7...bf96dcfa0d
2024-03-11 08:53:57 -04:00
dependabot[bot]
ad15fa2c47
Bump turbo-rails from 2.0.4 to 2.0.5 ( #539 )
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Bumps [turbo-rails](https://github.com/hotwired/turbo-rails ) from 2.0.4 to 2.0.5.
- [Release notes](https://github.com/hotwired/turbo-rails/releases )
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.4...v2.0.5 )
---
updated-dependencies:
- dependency-name: turbo-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-11 08:51:27 -04:00
Ciocanel Razvan
cca779d3c4
Feat transactions search ( #532 )
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* gem: Add ransack gem
* feat: Implement transactions search
2024-03-11 08:51:16 -04:00
Cristiano Crolla
7f2633f9da
Add transaction sidebar ( #534 )
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* 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
2024-03-10 17:38:31 -04:00
Jean Moreau
9c9459211f
Implement basic transaction pagination ( #531 )
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* 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
2024-03-08 15:11:58 -05:00
Zach Gollwitzer
ed89ad522d
Add multi currency demo accounts ( #530 )
2024-03-07 17:46:36 -05:00
Jakub Kottnauer
90d0cc0c39
Add backend support for transaction categories ( #524 )
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* Add backend support for transaction categories
* Fix tests
* Localize default category names
* Add tests
* Remove category icon and set default color
2024-03-07 13:15:50 -05:00
Zach Gollwitzer
ad7136cb63
Add accounts management list ( #522 )
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* Add accounts management
* Normalize i18n file
* Get turbo streams working
* Ignore disabled accounts in calculations
* Add empty state
2024-03-07 10:55:51 -05:00
Dave Corson-Knowles
0e77bab00b
Keep .ruby_version file in Docker ( #523 )
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* Use our .ruby-version file in Bundler so it is managed in only 1 place
See: https://gorails.com/episodes/bundler-ruby-version-file
* Copy Ruby Version file into Docker
* Update Dockerfile
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
---------
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-03-07 10:43:18 -05:00
Zach Gollwitzer
6f0e410684
Dashboard View and Calculations ( #521 )
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* 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
Dave Corson-Knowles
680a91d807
Use our .ruby-version file in Bundler so it is managed in only 1 place ( #520 )
...
See: https://gorails.com/episodes/bundler-ruby-version-file
2024-03-06 08:19:10 -05:00
Dave Corson-Knowles
9c08721e9c
Add angel investment type to Investment ( #519 )
2024-03-06 08:14:25 -05:00
Dave Corson-Knowles
d40fa9909a
Remove unused gem jbuilder ( #518 )
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* Remove unused Gem jbuilder
* Remove unused Gem jbuilder
* Revert "Remove unused Gem jbuilder"
This reverts commit d165ddc1fc
2024-03-06 08:12:39 -05:00
Josh Pigford
159245b08c
Remove red icon
2024-03-04 10:41:48 -06:00
Josh Pigford
c5b142a23f
Update multi-currency readme
2024-03-04 10:27:34 -06:00
Josh Pigford
4843cf22c6
Use Synth for exchange rates ( #514 )
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* Switch currency seeding over to Synth
* Switch all exchange rates over to Synth
2024-03-04 10:26:20 -06:00
dependabot[bot]
0f2c41477d
Bump rails from 2abee30 to db30dd6 ( #509 )
...
Bumps [rails](https://github.com/rails/rails ) from `2abee30` to `db30dd6`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](2abee307fe...db30dd6fe7
2024-03-04 08:41:01 -05:00
dependabot[bot]
711d40037d
Bump dotenv-rails from 3.0.2 to 3.1.0 ( #510 )
...
Bumps [dotenv-rails](https://github.com/bkeepers/dotenv ) from 3.0.2 to 3.1.0.
- [Release notes](https://github.com/bkeepers/dotenv/releases )
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md )
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.0.2...v3.1.0 )
---
updated-dependencies:
- dependency-name: dotenv-rails
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-04 08:35:33 -05:00
dependabot[bot]
19fc41c28e
Bump good_job from 3.25.0 to 3.26.1 ( #511 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 3.25.0 to 3.26.1.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v3.25.0...v3.26.1 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-04 08:32:07 -05:00
dependabot[bot]
a4ca47632b
Bump pg from 1.5.5 to 1.5.6 ( #512 )
...
Bumps [pg](https://github.com/ged/ruby-pg ) from 1.5.5 to 1.5.6.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md )
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.5...v1.5.6 )
---
updated-dependencies:
- dependency-name: pg
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-04 08:31:50 -05:00
dependabot[bot]
4e9bf7558a
Bump ruby-lsp-rails from 0.3.1 to 0.3.2 ( #513 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.1 to 0.3.2.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.1...v0.3.2 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-03-04 08:31:36 -05:00
Zach Gollwitzer
facd74f733
Net worth calculation ( #508 )
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* 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
19f15e9391
Add balance heading, date period partials ( #507 )
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* Make balance heading partial
* Move period dropdown to partial
* Fix tests
* Remove redundant arg
2024-03-01 17:33:54 -05:00
Zach Gollwitzer
0fe9b6d34a
Add Money and Money Series ( #505 )
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* Add Money class
* Standardize creation of money series
* Formatting
* Fix test
2024-03-01 17:17:34 -05:00
Zach Gollwitzer
89ea12e9a1
Fix Turbo bug with tabs ( #506 )
2024-03-01 17:14:06 -05:00
Jakub Kottnauer
ccb1bab4b1
Add missing classification local when using account_valuation_list view ( #504 )
2024-03-01 14:52:13 -05:00
Zach Gollwitzer
14641d16de
Add Local Development Demo Data ( #502 )
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* 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 )
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* 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
Sriram
fb657856a5
Hide the additional arrow shown on safari browser for summary tag ( #499 )
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* Hide the additional arrow shown on safari browser for summary tag
* Move global css to tailwind config
---------
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-28 16:37:26 -05:00
Zach Gollwitzer
7d48c01833
Prepare fixture data for account sync tests ( #493 )
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* 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
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
eceff08a4d
Make date required for new valuation form ( #490 )
...
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 09:41:21 -05:00
Sriram
7e883c4439
Update hard-coded currency UI with currency specific params ( #488 )
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* 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
