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64 Commits

Author SHA1 Message Date
Tony Vincent
e434ed0e1f Add text-overflow: ellipsis property for account name display (#1431) 2024-11-07 08:42:51 -06:00
Zach Gollwitzer
2722254be9 Sync account after balance deletion 
- Fixes #1416
- Fixes timezone bugs in forms
 2024-11-05 19:31:24 -05:00
Zach Gollwitzer
65db49273c Account Activity View + Account Forms (#1406) 
* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
 2024-11-04 20:27:31 -05:00
Guillem Arias Fauste
3cd364af09 fix bulk action bar positioning (#1370) 
* fix bulk action bar positioning

* remove extra space
 2024-10-28 08:02:49 -04:00
bruno costanzo
2cc89195bf Feature | Filter on uncategorized transactions (#1359) 
* allow filtering uncategorized transactions

* user can filter uncategorized transactions test

* rubocop linting
 2024-10-25 09:37:05 -04:00
Josh Pigford
1746533842 Default to "today" when entering a transactions and value entries 2024-10-10 12:24:20 -05:00
Zach Gollwitzer
b4d0fdbe0d Link to CSV imports (#1273) 
* Link to CSV imports

* Stale param
 2024-10-09 15:22:08 -04:00
Zach Gollwitzer
4bfe47540d Basic trade and holdings view (#1271) 
* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
 2024-10-09 14:59:18 -04:00
Zach Gollwitzer
e8d7ee3270 Add tag filtering (#1240) 2024-10-04 09:17:48 -04:00
Zach Gollwitzer
b4b4e5df31 Finalize profile settings page for v0.2.0-alpha (#1194) 
* Finalize profile settings page

* Translations

* Add ghost button to search menu
 2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c Finalize transaction drawer, simplify money form helpers (#1191) 
* Finalize transaction drawer, simplify money form helpers

* Fix money form errors

* Reusable disclosure helper, fix styles

* Final style tweaks
 2024-09-20 08:38:19 -04:00
Zach Gollwitzer
730e58d763 Finish remaining transaction filters (#1189) 
* Add type filters to transaction search

* Add amount filter
 2024-09-17 10:38:02 -04:00
Zach Gollwitzer
0149ca4ea1 Transaction page design fixes (#1176) 
* Fix transaction summary spacing

* Fix search input padding

* Search and transfer design fixes
 2024-09-13 15:43:16 -04:00
Zach Gollwitzer
04037b8943 Consolidate transaction menu items (#1164) 
* Fix valuation frame issue

* Consolidate transactions menu items

* Translations
 2024-09-10 14:45:08 -04:00
Alexander Schrot
c70a08aca2 add pagination to account transactions list (#1095) 
* add pagination to account transactions list

* use global pagination partial
 2024-08-16 09:00:05 -04:00
Zach Gollwitzer
e05f03b314 Allow user to add buy and sell trade transactions for investment accounts (#1066) 
* Consolidate modal form structure into partial + helper

* Scaffold out trade transaction form

* Normalize translations

* Add buy and sell trade form with tests

* Move entryable lists to dedicated controllers

* Delegate entry group contents rendering

* More cleanup

* Extract transaction and valuation update logic from entries controller

* Delegate edit and show actions to entryables

* Trade builder

* Update paths for transaction updates
 2024-08-09 11:22:57 -04:00
Zach Gollwitzer
ea8309eedd Show cash + holdings value for investment account view (#1046) 
* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
 2024-08-02 17:09:25 -04:00
Zach Gollwitzer
76dd5e57fb Set minimum supported date for account entries (#1023) 
* Set minimum supported date for account entries

* Fix validation proc

* Fix date input in system tests
 2024-07-26 10:47:27 -04:00
Zach Gollwitzer
7c2091b343 Basic Portfolio Views (#1000) 
* Add holdings tab to account view

* Basic portfolio UI

* Cleanup

* Handle missing holding data

* Remove synced at (implemented in separate pr)

* translations

* Tweak post sync streams

* Remove stale methods from merge conflict
 2024-07-25 16:46:04 -04:00
Tony Vincent
e7dc6b88ea Bump pagy with breaking changes fix (#1016) 2024-07-22 09:49:53 -04:00
Zach Gollwitzer
e9f42c1a65 Add default currencies to forms based on preference (#994) 
* Add default currencies to forms based on preference

* Remove dev debugging
 2024-07-17 08:57:17 -04:00
Zach Gollwitzer
e51806b98b More composable forms (#989) 
* Make forms more composable, opt-in to form builder

* Remove unused method

* Simpler money input controls

* Add in new form styling to imports

* Lint fixes

* Small tweak of multi select styles
 2024-07-16 14:08:24 -04:00
Zach Gollwitzer
c3314e62d1 Account::Entry Delegated Type (namespace updates part 7) (#923) 
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
 2024-07-01 10:49:43 -04:00
Zach Gollwitzer
da18c3d850 Account namespace updates: part 6 (transactions) (#904) 
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
 2024-06-24 11:58:39 -04:00
Tony Vincent
bbcd3881db Fix #910 (#917) 
* Fix #910

* Unify helper for balance formatting in transactions and accounts views

* Remove obsolete method

* Rename helper method format_amount_by_curreny => totals_by_currency
 2024-06-24 10:56:44 -04:00
Jakub Kottnauer
a5212f0f5e Unify submit button styles and change cursor on account group (#905) 2024-06-24 06:49:08 -04:00
Karan Kiri
e13c3d9271 feat: Transaction pagination Improvements (#873) 
* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Changelog page that pulls from Github Release notes (#867)

* Changelog page that pulls from Github Release notes

* Review changelog page styles

* Move changelog page title to i18n translations

* Bump to 0.1.0-alpha.6

Signed-off-by: Zach Gollwitzer <zach@maybe.co>

* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880)

Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases)
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md)
- [Commits](https://github.com/aws/aws-sdk-ruby/commits)

---
updated-dependencies:
- dependency-name: aws-sdk-s3
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump mocha from 2.3.0 to 2.4.0 (#878)

Bumps [mocha](https://github.com/freerange/mocha) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0)

---
updated-dependencies:
- dependency-name: mocha
  dependency-type: direct:development
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump octokit from 8.1.0 to 9.1.0 (#877)

Bumps [octokit](https://github.com/octokit/octokit.rb) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases)
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md)
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0)

---
updated-dependencies:
- dependency-name: octokit
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump rails from `f9c847f` to `5d34172` (#879)

Bumps [rails](https://github.com/rails/rails) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](f9c847fac1...5d34172ff4)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>

* Update issue templates

* Add merchant select when editing transaction (#885)

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* Ensure correct form's hidden input for selectedIds (#891)

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* revert unnecessary changes

* revert unnecessary changes

* code review changes

* code review changes

* code review changes

* remove unused imports

* fix: unit tests

* remove border

* fix: transaction padding

* fix: transaction container height

---------

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
 2024-06-21 12:04:40 -04:00
Zach Gollwitzer
bddaab0192 Account namespace updates: part 4 (transfers, singular namespacing) (#896) 
* Move Transfer to Account namespace

* Fix partial resolution due to namespacing plurality

* Make category and tag controllers consistent with namespacing convention

* Update stale partial reference
 2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101 Move merchants to top-level namespace (#895) 2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1 Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
ca39b26070 Transaction transfers, payments, and matching (#883) 
* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation
 2024-06-19 06:52:08 -04:00
Jakub Kottnauer
b462bc8f8c Add merchant select when editing transaction (#885) 2024-06-18 08:54:25 -04:00
Zach Gollwitzer
c5704ffd45 Improve account internal linking and redirect behavior (#864) 
* Fix transaction row link and overflow

* Allow user to access imports from account page

* Clean up accounts controller, add link to account page from settings

* Add link to accounts management from accounts summary page

* Cleanup styles
 2024-06-11 18:47:38 -04:00
Zach Gollwitzer
a681e73fea Enable bulk editing of transactions (#846) 2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1 Bulk transaction deletion (#845) 
* Clean up transaction show view, add delete button

* Clean up tailwind global styles, add switch

* Bulk deletion controller and tests

* Normalize translations

* Add bulk deletion button and form
 2024-06-07 16:56:30 -04:00
Zach Gollwitzer
115f792198 Add bulk selection UI controls (#840) 
* Add bulk selection UI

* Handle bulk selection with Stimulus controller instead of session

* Update tests

* Remove stale routes

* Remove old system test helper methods
 2024-06-07 12:44:06 -04:00
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
Jakub Kottnauer
98f3f172a9 Validate transaction filtering params (#810) 2024-05-27 10:01:08 -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
Zach Gollwitzer
45ae4a9737 CSV Transaction Imports (#708) 
Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
 2024-05-17 09:09:32 -04:00
Jakub Kottnauer
3d9ff3ad2a Add start balance to manual accounts (#735) 
* Add start_balance to accounts

* Add tests

* Cleanup

* Refactor code and add tests

* Update physical cash demo account to be manual

* Do not populate start_balance in migration

* Cleanup

* Review fixes

* Revert calc change

* Update app/models/exchange_rate.rb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>

* Add test

* Fix syncable bug and update csv tests

---------

Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-05-16 15:57:21 -04:00
Claude Ayitey
9563ac6334 Dashboard empty view (#707) 
* Added i18n for the Dashboard page.

* Add a check for blank. Empty returned an error since @accounts was nil.

* Remove subtitle when accounts are empty..

* Increased the padding-right value for the buttons. The sapce occupied by the icon made the button elements unbalanced.

* Add refactor as suggested by Zach (https://github.com/maybe-finance/maybe/pull/707#discussion_r1588506443)

* Extract empty state into a partial.

* Render new partial if no accounts exist.

* Moved translation text to shared directory.

* Fix padding-right on New account button.

* Lint fix

* i18n tasks

* Get tests passing with :test queue adapter

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-05-03 08:11:31 -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
Jakub Kottnauer
9549182462 Add Transaction Merchant management (#686) 
* Add basid crud for merchant management

* Tweak UI and add localization

* Fix lint

* Add filtering by merchant

* Add tests

* Add stimulus controller to update avatar in merchant form

* Add line between merchant rows

* Change default merchant color

* Cleanup
 2024-04-29 15:17:28 -04:00
Mattia
8a29725562 Add transactions widget to dashboard page (#656) 2024-04-22 16:51:06 -04:00
Zach Gollwitzer
c46662c99f Add apply button, improve transaction filters (#655) 
* Add apply button, improve transaction filters

* Remove temp log

* Fix lint errors
 2024-04-19 12:03:16 -04:00
Zach Gollwitzer
0277bc94f3 Small redesign of transaction filters (#650) 2024-04-18 17:05:37 -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