Commit Graph

16 Commits

Author SHA1 Message Date
Michael Studman
ea7ce13a7d Increasing trades.price decimal scale (#89)
* Changing trades.price to have a larger scale - a scale of 4 causes destructive rounding when calculating transaction cost; changes to the UI to allow for inputting and showing increased scale trade prices; test case
2025-10-21 18:22:24 +02:00
Zach Gollwitzer
662f2c04ce Multi-step account forms + clearer balance editing (#2427)
* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
2025-07-03 09:33:07 -04:00
Zach Gollwitzer
03a146222d Plaid sync domain improvements (#2267)
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:

1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances

This provides several benefits:

- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
2025-05-23 18:58:22 -04:00
Zach Gollwitzer
90a9546f32 Pre-launch design sync with Figma spec (#2154)
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
Guilherme Mena
210b89cd17 Improve dark mode styles across multiple pages (#2125)
* fix: improve dark mode readability across the app

* fix: improve dark mode support for asset percentage text

* fix: apply suggested patch for theme-related improvements

* chore: apply PR feedback – remove dark:, align with design tokens, update form builder

* chore: revert background token and restore original style for visual consistency

* chore: remove unnecessary class attributes from form fields using builder

* refactor: move number_field and date_field into metaprogramming block

* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary

* fix: apply requested changes and linting fixes
2025-04-23 09:42:30 -04:00
Joseph Ho
8e6b81af77 bug: Use correct currency value while setting the currency. (#2018)
Fixes: #1754.
2025-03-24 10:06:29 -04:00
Zach Gollwitzer
849c58dd3e Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
027c18297b Fix holding avg cost calculation 2024-12-12 15:11:06 -05:00
Zach Gollwitzer
81d604f3d4 Fix transfers and form currencies (#1477) 2024-11-18 15:50:47 -05:00
Zach Gollwitzer
31ecd3ccd4 Fix precision in money input 2024-11-11 09:39:32 -05:00
Zach Gollwitzer
1d20de770f User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Zach Gollwitzer
5942ce7e3c Finalize transaction drawer, simplify money form helpers (#1191)
* Finalize transaction drawer, simplify money form helpers

* Fix money form errors

* Reusable disclosure helper, fix styles

* Final style tweaks
2024-09-20 08:38:19 -04:00
Tony Vincent
e06f0c76f9 Add error handling for vehicle and property account creation (#1179)
* add error handling for vehicle and property account creation

* Add required true for money_field

* Remove rescue in controllers
2024-09-17 10:37:09 -04:00
Zach Gollwitzer
e05f03b314 Allow user to add buy and sell trade transactions for investment accounts (#1066)
* Consolidate modal form structure into partial + helper

* Scaffold out trade transaction form

* Normalize translations

* Add buy and sell trade form with tests

* Move entryable lists to dedicated controllers

* Delegate entry group contents rendering

* More cleanup

* Extract transaction and valuation update logic from entries controller

* Delegate edit and show actions to entryables

* Trade builder

* Update paths for transaction updates
2024-08-09 11:22:57 -04:00
Zach Gollwitzer
e9f42c1a65 Add default currencies to forms based on preference (#994)
* Add default currencies to forms based on preference

* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
e51806b98b More composable forms (#989)
* Make forms more composable, opt-in to form builder

* Remove unused method

* Simpler money input controls

* Add in new form styling to imports

* Lint fixes

* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00