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695 Commits

Author SHA1 Message Date
Ryan Taber
a4c97a9d52 Removes unused model and routes (#546) 2024-03-15 12:20:54 -04:00
Jakub Kottnauer
2c257a2a4b Add inline category selection (#541) 
* 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
Zach Gollwitzer
c60ddaec1d Multi-currency part 1 (#542) 
* Add family snapshots table

* Add snapshot method, clean up family expected results

* Remove old sync trigger
 2024-03-11 16:32:13 -04:00
Ciocanel Razvan
cca779d3c4 Feat transactions search (#532) 
* gem: Add ransack gem

* feat: Implement transactions search
 2024-03-11 08:51:16 -04:00
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) 
* 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) 
* 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
Dave Corson-Knowles
9c08721e9c Add angel investment type to Investment (#519) 2024-03-06 08:14:25 -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
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
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
Josh Brown
e767aca37f Refresh account on update (#476) 
* Refresh account on update

* 🐛 Replace turbo frame on create valuation

This avoids the frame reloading it's src when refreshing.

* Change Action Cable adapater to Postgres
 2024-02-23 20:18:30 -06:00
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
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
Jesper Christiansen
db478e5fbd Add Account type investment form (#343) 
* Add Account type investment form

* Move subtypes to Account::Investment

* Linting
 2024-02-06 19:45:17 -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
Edrick Leong
622fc07a76 feat: add settings page (#274) 
* feat: add settings page

* feat: add updating family name

* fix: formatting

* refactor: update to use Rails label helper
 2024-02-05 08:19:23 -06:00
Dwight Watson
d61a22b070 Opt-in to Current fully (#297) 2024-02-04 17:36:46 -06:00
Rob Zolkos
a2b96db75d Remove styling configuration for account types out (#284) 
* Remve styling configuration for account types out

* No need to tailwind config for models
 2024-02-03 14:38:52 -06:00
Rob Zolkos
48ade396ca Fix account creation 2024-02-03 02:50:09 +00:00
Rob Zolkos
ace7fb48ee Fix spellling 2024-02-03 02:49:48 +00:00
Rob Zolkos
ecfb178b87 Remove duplication 2024-02-03 02:49:25 +00:00
Rob Zolkos
129daa6a11 Add option to association 2024-02-03 02:49:23 +00:00
Rob Zolkos
71939d6fb5 Rework Account to use delegated types 2024-02-03 02:48:51 +00:00
Jose Farias
b3a792c47d Implement invitation codes 2024-02-02 17:55:27 -06:00
Josh Pigford
fed010e202 Credit start 2024-02-02 15:31:32 -06:00
Rob Zolkos
787f0d864e Fix lint issue 2024-02-02 17:15:12 +00:00
Josh Pigford
dfb999b4c1 Update account.rb 2024-02-02 11:10:14 -06:00
Josh Pigford
dbc76c76ef Merge branch 'main' of https://github.com/maybe-finance/maybe 2024-02-02 11:09:55 -06:00
Josh Pigford
aef3e70ba0 Basic account listing 2024-02-02 11:09:31 -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
55c352e8ef Merge branch 'main' of https://github.com/maybe-finance/maybe 2024-02-02 10:39:17 -06:00
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
Rob Zolkos
1cc9550c80 Lint files to rubocop omakase standards 
root ➜ /workspace (fix-rubocop-issues) $ rubocop
Inspecting 54 files
......................................................

54 files inspected, no offenses detected
 2024-02-02 16:07:29 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00