Commit Graph

9 Commits

Author SHA1 Message Date
Zach Gollwitzer
4ebc08e5a4 Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Zach Gollwitzer
457247da8e Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00
Jakub Kottnauer
77f166a5f8 Ignore empty categories while importing (#789)
* Ignore empty categories while importing

* Review fixes
2024-05-22 08:12:56 -04:00
Jakub Kottnauer
ac27a1c87f Move category dropdown menu content into a turbo frame (#782)
* Move category dropdown menu content into a turbo frame

* Fix lint

* Review fixes

* Cleanup

* Review fixes

* Final cleanup

* Revert schema change
2024-05-22 06:31:25 -04:00
Jose Farias
4c5f8263bc Implement transaction category management (#688)
* Singularize "transaction" in transaction-nested paths

* Refactor category badge partial

* Let modal content define its width

* Add contectual menu to transactions index

* Add null_category helper

* Implement category edits

* Fix inline transaction category badges

* Fix typos in system test paths

* Add missing translations

* Add decoration to color select controller

* Wire up transaction category creation

* Fix indent in color-select-controller

* Add button for clearing category from transaction

* Implement category deletions

* Fix existing modal sizes

* Use null_category in a single place

* Remove anemic method in category deletion controller

* reassign_and_destroy -> reassign_transactions_then_destroy

* Fix i18n

* Remove destroy action from CategoriesController callbacks

* transactions_merchant -> transaction_merchant

* reassign_transactions_then_destroy -> replace_and_destroy

* Add transaction category CRUD tests

* Add presence check for transaction_id

* Check replacement_category_id presence

* Test Transaction::Category#replace_and_destroy!
2024-05-02 09:24:31 -04:00
Mattia
8a29725562 Add transactions widget to dashboard page (#656) 2024-04-22 16:51:06 -04:00
Zach Gollwitzer
9bda7efc3f New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00
Igor Alexandrov
b5c56f7775 Added lints for ERB templates (#609)
* Added erblint and fixed offenses

* Added erblint bintstub. Included erblint into CI

* Merged GitHub Actions tasks for rubocop and erblint into one

* Added config for erblint.

* Reverted erblint call in the CI
2024-04-09 08:08:58 -04:00
Zach Gollwitzer
d29d465a3c Basic transaction categories CRUD actions (inline) (#601)
* Fix dropdown issues and add dummy transaction category modal

* Minor namings tweaks

* Add search type

* Use new menu controller

* Complete basic transaction category inline CRUD actions

* Fix lint error

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Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
2024-04-04 17:29:50 -04:00