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Author SHA1 Message Date
Mattia
f6540c03ef
Add ability to delete Account (#582)
* 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.
2024-03-31 17:36:54 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* 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
2024-03-21 13:39:10 -04:00
Zach Gollwitzer
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* 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
Zach Gollwitzer
ad7136cb63
Add accounts management list (#522)
* 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
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
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
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
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
4d5d35b277 Rough-in on account show pages 2024-02-10 19:39:18 -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
f8174990ca
Fix accountable type references in new account flow (#395)
* Fix accountable type references in new account flow

* Add remaining references

* Refactor accountable type checking

* Refactor new account template to use account

* Refactor account create action

* Refactor account sidebar
2024-02-09 08:26:54 -06:00
Ricardo Siqueira de Oliveira Leite
c8a659694d
Start I18n Internationalization setup (#276)
* start internationalization_setup

* add passwords views translations

* add account views translations

* fix translations

* temporary disable i18n used key
2024-02-06 11:58:17 -06:00
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
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
d61a22b070
Opt-in to Current fully (#297) 2024-02-04 17:36:46 -06:00
Rob Zolkos
48ade396ca Fix account creation 2024-02-03 02:50:09 +00:00
Rob Zolkos
ecfb178b87 Remove duplication 2024-02-03 02:49:25 +00:00
Josh Pigford
fed010e202 Credit start 2024-02-02 15:31:32 -06:00
Josh Pigford
2161cce29a Fix for renamed Depository model 2024-02-02 11:35:32 -06:00
Rob Zolkos
f1909b3bf2 Add initial list of valid account types 2024-02-02 17:01:47 +00:00
Rob Zolkos
9aa9f99810 Fix account param safety 2024-02-02 16:56:07 +00:00
Josh Pigford
3bf7b47040 New bank addition (mostly hashing out STI bits)
Messy and gross. Will get cleaned up in the next couple of commits.
2024-02-02 10:39:16 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00