Commit Graph

10 Commits

Author SHA1 Message Date
Alessio Cappa
ddf1c732d3 Add "logo" variant in account dropdown on transfer form (#1241)
* feat: Add :logo variant in account dropdown on transfer form

* fix test

* fix test

* fix: avoid multiple queries on accounts
2026-03-22 23:59:57 +01:00
Alessio Cappa
0f78f54f90 New select component (#1071)
* feat: add new UI component to display dropdown select with filter

* feat: use new dropdown componet for category selection in transactions

* feat: improve dropdown controller

* feat: Add checkbox indicator to highlight selected element in list

* feat: add possibility to define dropdown without search

* feat: initial implementation of variants

* feat: Add default color for dropdown menu

* feat: add "icon" variant for dropdown

* refactor: component + controller refactoring

* refactor: view + component

* fix: adjust min width in selection for mobile

* feat: refactor collection_select method to use new filter dropdown component

* fix: compute fixed position for dropdown

* feat: controller improvements

* lint issues

* feat: add dot color if no icon is available

* refactor: controller refactor + update naming for variant from icon to logo

* fix: set width to 100% for select dropdown

* feat: add variant to collection_select in new transaction form

* fix: typo in placeholder value

* fix: add back include_blank property

* refactor: rename component from FilterDropdown to Select

* fix: translate placeholder and keep value_method and text_method

* fix: remove duplicate variable assignment

* fix: translate placeholder

* fix: verify color format

* fix: use right autocomplete value

* fix: selection issue + controller adjustments

* fix: move calls to startAutoUpdate and stopAutoUpdate

* Update app/javascript/controllers/select_controller.js

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* fix: add aria-labels

* fix: pass html_options to DS::Select

* fix: unnecessary closing tag

* fix: use offsetvalue for position checks

* fix: use right classes for dropdown transitions

* include options[:prompt] in placeholder init

* fix: remove unused locale key

* fix: Emit a native change event after updating the input value.

* fix: Guard against negative maxHeight in constrained layouts.

* fix: Update test

* fix: lint issues

* Update test/system/transfers_test.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* Update test/system/transfers_test.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* refactor: move CSS class for button select form in maybe-design-system.css

---------

Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-03-06 10:16:14 +01:00
Zach Gollwitzer
307a3687e8 Transfer and Payment auto-matching, model and UI improvements (#1585)
* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
2025-01-07 09:41:24 -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
Harshit Chaudhary
47288a1629 Auto naming of Transfer Transaction (#1393)
* Remove Description field

* Auto naming of tranfer transaction

* Fix transfer test

* Improve Transfer entries names
2024-11-01 08:58:19 -04:00
Zach Gollwitzer
47523f64c2 Investment Portfolio Sync (#974)
* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
2024-07-16 09:26:49 -04:00
Zach Gollwitzer
c6bdf49f10 Account::Sync model and test fixture simplifications (#968)
* Add sync model

* Fresh fixtures for sync tests

* Sync tests overhaul

* Fix entry tests

* Complete remaining model test updates

* Update system tests

* Update demo data task

* Add system tests back to PR checks

* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -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
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