Jakub Kottnauer
90d0cc0c39
Add backend support for transaction categories ( #524 )
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* 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
14641d16de
Add Local Development Demo Data ( #502 )
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* 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 )
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* 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 )
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* 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
Zach Gollwitzer
87b97b3c41
Scaffold out basic transactions model and UI ( #478 )
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* 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
