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
* 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
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Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
This can be updated to redirect/pull from third party sources in future,
with the option of always falling back to the placeholder if there are
any failures.
* Generate time series for rolling 30 day sum of income and spending
* Highlight accounts with most income and spending in the last 30 days
* Aggregate chips after 3 top accounts in insight card
* Refactor aggregation filter
I think this is easier to read and understand whats happening at a
glance
* Refactor and tidy
* Use family currency for insight cards
* Further reduce risk of sql injection
* Fix lint
* Refactor rolling total queries
* Add test for transaction snapshot
* Add pie chart for asset/debt allocation in dashboard view
* Fix lint issue
* Fix z-index issue with tooltip under pie chart
* Fix spacing of dashboard charts
* Reindent TimeSeries classes
* Fix spacing in time series tests
* Remove trend tests where current is nil
I think if we've gotten this far with a nil value for current, there's a data integrity problem.
If we allow this, we'll have to be very defensive in our code. Best to raise and fix early.
* Reindent Money class
* Refactor TimeSeries artifacts
* Use as_json in TimeSeries
* Bring back tests for trends where current is nil
* Bring back trend test
* Correctly enumerate trend test
* Use favorable_direction for trend_styles helper
* Make trend public in TimeSeries::Value
* Allow nil current values in trends
I think I might've gotten it wrong before, nils might appear in trends if values are unavailable for snapshots
* Clean up TimeSeries::Trend
* Skip trend values same class validations if any values are nil
* Refactor Money
* Remove object parsing in TimeSeries::Value
We're only every passing hashes
* Refactor trendline chart controller into a time series chart controller
* Replace trendline controller
* Implement empty state
* Port line-chart controller into time-series-chart
* Split out methods
* Group similar time series chart functionality
* Fix indicator color
* Fix empty state in time series chart
* Replace line-chart controller with time-series-chart controller
* Draw empty time series chart if less than 2 data points
* Fix favorable direction serialization
* Handle integers as well as money
* Fix favorable direction serialization
* Replace chart types with optional elements
* Prevent double-renders when displaying turbo caches of time series charts
* Remove ambiguities between time series and series data
* Improve time series chart property names
* Clean up tooltip template
* Match tooltip designs
* Apply trendline gradient
* Implement trendline split behavior
* Use same stroke width on all trend lines
* Sort time series data by date
* Support percentages
* Use data color for guideline circles
* Revert "Use data color for guideline circles"
This reverts commit f239a1e00f84ae28e32f48315d67cf990e541a8a.
* Use expected defaults for time series chart
* Include day in time-series chart x-axis labels
* favorableDirection -> favorable_direction
* data -> datum where appropriate
* Hide change data in tooltip for percentages
* 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
* 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
* 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
* 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
