Commit Graph

13 Commits

Author SHA1 Message Date
Zach Gollwitzer
263d65ea7e Basic account onboarding (#1328)
* Basic account onboarding

* Cleanup
2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8 Rework account views and addition flow (#1324)
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
2024-10-18 14:37:42 -04:00
Zach Gollwitzer
707c5ca0ca Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -04:00
Zach Gollwitzer
453a54e5e6 Add security prices provider (Synth integration) (#1039)
* User tickers as primary lookup symbol instead of isin

* Add security price provider

* Fetch security prices in bulk to improve sync performance

* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -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
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
34e03c2d6a Make balance editing easier (#976)
* Make balance editing easier

* Translations

* Fix money input option

* Fix balance sync logic

* Rework balance update flow
2024-07-12 13:47:39 -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
6767aaed1d Handle missing exchange rate provider, allow fallback for missing rates (#955)
* Clean up exchange rate logic

* Remove stale method
2024-07-08 09:04:59 -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
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
ad4de99f1a Add partial account sync support (#653)
* Add partial account sync support

* Fix indentation

* Use historical balance as base when doing partial sync

* Simplify controller crud tests

* Fix linter errors
2024-04-24 15:55:52 -04:00
Zach Gollwitzer
110855d077 Multi-Currency Part 2 (#543)
* 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
2024-03-21 13:39:10 -04:00