10 Commits

Author	SHA1	Message	Date
Zach Gollwitzer	ab6fdbbb68	Component namespacing (#2463) ... * [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT * [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT * Update stimulus controller references to use namespace * Fix remaining tests	2025-07-18 08:30:00 -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
Zach Gollwitzer	e657c40d19	Account:: namespace simplifications and cleanup (#2110) ... * Flatten Holding model * Flatten balance model * Entries domain renames * Fix valuations reference * Fix trades stream * Fix brakeman warnings * Fix tests * Replace existing entryable type references in DB	2025-04-14 11:40:34 -04:00
Zach Gollwitzer	c3248cd796	Improve account transaction, trade, and valuation editing and sync experience (#1506) ... * Consolidate entry controller logic * Transaction builder * Update trades controller to use new params * Load account charts in turbo frames, fix PG overflow * Consolidate tests * Tests passing * Remove unused code * Add client side trade form validations	2024-11-27 16:01:50 -05:00
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	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
Jose Farias	4c5f8263bc	Implement transaction category management (#688) ... * Singularize "transaction" in transaction-nested paths * Refactor category badge partial * Let modal content define its width * Add contectual menu to transactions index * Add null_category helper * Implement category edits * Fix inline transaction category badges * Fix typos in system test paths * Add missing translations * Add decoration to color select controller * Wire up transaction category creation * Fix indent in color-select-controller * Add button for clearing category from transaction * Implement category deletions * Fix existing modal sizes * Use null_category in a single place * Remove anemic method in category deletion controller * reassign_and_destroy -> reassign_transactions_then_destroy * Fix i18n * Remove destroy action from CategoriesController callbacks * transactions_merchant -> transaction_merchant * reassign_transactions_then_destroy -> replace_and_destroy * Add transaction category CRUD tests * Add presence check for transaction_id * Check replacement_category_id presence * Test Transaction::Category#replace_and_destroy!	2024-05-02 09:24:31 -04:00
Jose Farias	cd8d741fe1	Add transaction modal flow (#633) ... * Add transaction modal flow * Preserve decimals when creating transactions	2024-04-16 14:44:31 -04:00
Zach Gollwitzer	87b97b3c41	Scaffold out basic transactions model and UI (#478) ... * 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