6 Commits

Author	SHA1	Message	Date
Juan B. Rodriguez	49d1fe0e11	feat: add crypto account type to demo data (#555) ... * feat: add crypto account type to demo data * fix: set currency to BTC, revert schema migration change and fix tests * fix: update dates in time_series tests	2024-03-19 15:34:35 -04:00
Zach Gollwitzer	f904d9d062	Add the ability to "rollup" values in a time series (#554) ... * 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	2024-03-19 09:10:40 -04:00
Zach Gollwitzer	6f0e410684	Dashboard View and Calculations (#521) ... * 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	2024-03-06 09:56:59 -05:00
Zach Gollwitzer	dbf575c02a	Basic Account Balance Sync Algorithm (#501) ... * 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) ... * 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
Rob Zolkos	71939d6fb5	Rework Account to use delegated types	2024-02-03 02:48:51 +00:00