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19 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
19f15e9391
Add balance heading, date period partials (#507)
* Make balance heading partial

* Move period dropdown to partial

* Fix tests

* Remove redundant arg
2024-03-01 17:33:54 -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
Sriram
1968fb0145
Add currency to account form to support multiple currencies (#481)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-26 09:50:38 -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
Mattia
0490fda465
Improve active class assignment in sidebar links (#450)
* Fix active class assignment in sidebar links

* Revert "Fix active class assignment in sidebar links"

This reverts commit 55924f32db.

* Update sidebar_link_to helper to correctly assign active class for nested routes

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-14 07:55:23 -05:00
Josh Brown
101a5ee0c5
Add notification UI (#449)
* Add notification UI

* Make animation an aribtrary value

It didn't make much sense in the theme as it feels very specific, this
change also means the timing information is clearer within the html
itself.

* Update to use tailwind theme

* Refactor structure of icon

* Add support for multiple notifications at once

* Adjust notification animation timing

* Make notification more accessible

Applies role to the notification which will apply the appropriate
aria-live status to ensure notifications are read out when they are
rendered into the screen for screenreader users.

Wraps the svg with a button tag that keyboard users can focus and engage
with to close the notification.

* Fix notification progress indicator placement

* Map flash types to notification types automatically

* Refine notification animations

* Set success as default icon for notifications
2024-02-13 09:19:11 -06:00
Zach Gollwitzer
bbe7323ca4
Add Tailwind color palette (#452) 2024-02-12 17:20:50 -05:00
Josh Pigford
fbe49bf4ea Currency select tweaks 2024-02-11 13:09:14 -06:00
Cristiano Crolla
96debfaeda
Currency Dropdown (#415)
* Initial dropdown setup and styles

* Allow form field to pass through block content and update dropdown posititon

* add currency to accounts params

* Add repositionDropdown function and carry over dropdown controller

* remove block context from form builder in favour of using form tag directly

* Hide currency input and set checks for input and label before updating

* align currency button with balance

* revert form_field_tag changes

* remove margin on currency button, looks cleaner

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-02-11 13:02:27 -06:00
Josh Pigford
b2fdf78101 Sidebar nav tweak 2024-02-11 12:56:23 -06:00
Josh Brown
e37ed2c988
Add sidebar link helper (#435)
* Add helper for sidebar nav links

* Allow options to be passed down to sidebar link
2024-02-11 12:47:58 -06:00
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
Josh Brown
80f68b657c
Fix translation scope within modals (#404)
* Patch virtual_path within modal helper

Added an example translation within the modal to test.

* Fix modal translation scope

By changing this to a partial that accepts the content via a local var
instead of a layout the virtual path, and therefore translation scope is
not changed.
2024-02-09 08:25:59 -06:00
Josh Pigford
4761619870
New Add Account UI
* Add Lucide gem (#364)

* 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

* feat: add lucide gem

* Add reusable modal (#362)

* Remove unused form

* Add reusable modal

* Prelim styling

* Add instructions

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>

* Add keyboard navigation to new account selector (#375)

* New account menu (#372)

* New account menu

* Styling tweaks

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Entry method links (#376)

* Initial add account form (#378)

* Initial add account form

* Unused

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Pedro López Mareque <Pedro.lopez.mareque@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Co-authored-by: Josh Brown <josh@joossh.com>
2024-02-08 10:46:05 -06:00
Rob Zolkos
ecb3f2726f Add custom new forms 2024-02-03 02:50:10 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00