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1133 commits 13 branches 28 tags 24 MiB
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8 commits

Author SHA1 Message Date
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup (#2110) 
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
 2025-04-14 11:40:34 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) (#901) 
* Move Valuation to Account namespace

* Move account history to controller

* Clean up valuation controller and views

* Translations and cleanup

* Remove unused scopes and methods

* Pass brakeman
 2024-06-21 16:23:28 -04:00
Jakub Kottnauer
1108e45596
Change default valuation currency to that of the related account, not family (#728) 2024-05-08 15:29:56 -04:00
Jakub Kottnauer
ad4de99f1a
Add partial account sync support (#653) 
* Add partial account sync support

* Fix indentation

* Use historical balance as base when doing partial sync

* Simplify controller crud tests

* Fix linter errors
 2024-04-24 15:55:52 -04:00
Zach Gollwitzer
0a0289846e
Centralize auth (#598) 2024-04-03 10:35:55 -04:00
Zach Gollwitzer
b1bfdef8ff
Isolate infinite loop bug, add timeout to actions (#583) 
* Isolate infinite loop bug, add timeout to actions

* Increase timeout to allow for temporary failure

* Set correct timeout, implement temporary fix

* Trigger syncs at controller layer
 2024-03-29 12:53:08 -04:00
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