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Author SHA1 Message Date
Josh Pigford
4843cf22c6 Use Synth for exchange rates (#514) 
* Switch currency seeding over to Synth

* Switch all exchange rates over to Synth
 2024-03-04 10:26:20 -06:00
dependabot[bot]
0f2c41477d Bump rails from 2abee30 to db30dd6 (#509) 
Bumps [rails](https://github.com/rails/rails) from `2abee30` to `db30dd6`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](2abee307fe...db30dd6fe7)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
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 2024-03-04 08:41:01 -05:00
dependabot[bot]
711d40037d Bump dotenv-rails from 3.0.2 to 3.1.0 (#510) 
Bumps [dotenv-rails](https://github.com/bkeepers/dotenv) from 3.0.2 to 3.1.0.
- [Release notes](https://github.com/bkeepers/dotenv/releases)
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md)
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.0.2...v3.1.0)

---
updated-dependencies:
- dependency-name: dotenv-rails
  dependency-type: direct:development
  update-type: version-update:semver-minor
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 2024-03-04 08:35:33 -05:00
dependabot[bot]
19fc41c28e Bump good_job from 3.25.0 to 3.26.1 (#511) 
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.25.0 to 3.26.1.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v3.25.0...v3.26.1)

---
updated-dependencies:
- dependency-name: good_job
  dependency-type: direct:production
  update-type: version-update:semver-minor
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 2024-03-04 08:32:07 -05:00
dependabot[bot]
a4ca47632b Bump pg from 1.5.5 to 1.5.6 (#512) 
Bumps [pg](https://github.com/ged/ruby-pg) from 1.5.5 to 1.5.6.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md)
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.5...v1.5.6)

---
updated-dependencies:
- dependency-name: pg
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-03-04 08:31:50 -05:00
dependabot[bot]
4e9bf7558a Bump ruby-lsp-rails from 0.3.1 to 0.3.2 (#513) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.1 to 0.3.2.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.1...v0.3.2)

---
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- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
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 2024-03-04 08:31:36 -05:00
Zach Gollwitzer
facd74f733 Net worth calculation (#508) 
* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Fix lint errors
 2024-03-04 08:31:22 -05:00
Zach Gollwitzer
19f15e9391 Add balance heading, date period partials (#507) 
* Make balance heading partial

* Move period dropdown to partial

* Fix tests

* Remove redundant arg
 2024-03-01 17:33:54 -05:00
Zach Gollwitzer
0fe9b6d34a Add Money and Money Series (#505) 
* Add Money class

* Standardize creation of money series

* Formatting

* Fix test
 2024-03-01 17:17:34 -05:00
Zach Gollwitzer
89ea12e9a1 Fix Turbo bug with tabs (#506) 2024-03-01 17:14:06 -05:00
Jakub Kottnauer
ccb1bab4b1 Add missing classification local when using account_valuation_list view (#504) 2024-03-01 14:52:13 -05:00
Zach Gollwitzer
14641d16de Add Local Development Demo Data (#502) 
* 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) 
* 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
Sriram
fb657856a5 Hide the additional arrow shown on safari browser for summary tag (#499) 
* Hide the additional arrow shown on safari browser for summary tag

* Move global css to tailwind config

---------

Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
 2024-02-28 16:37:26 -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
Sriram
d3b326d273 Make new account modal close as clickable button (#492) 
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
 2024-02-27 12:25:36 -05:00
Sriram
eceff08a4d Make date required for new valuation form (#490) 
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
 2024-02-27 09:41:21 -05:00
Sriram
7e883c4439 Update hard-coded currency UI with currency specific params (#488) 
* Update hard-coded currency UI with currency specific params

* Rename extension methods to match currency option names; Move cents extension to numeric class extension

* Use currency's precision to show the cents part in accounts show page

---------

Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
 2024-02-27 09:40:48 -05:00
Sriram
1968fb0145 Add currency to account form to support multiple currencies (#481) 
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-02-26 09:50:38 -05:00
dependabot[bot]
aafcf11bdd Bump ruby-lsp-rails from 0.3.0 to 0.3.1 (#482) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.0 to 0.3.1.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.0...v0.3.1)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
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 2024-02-26 06:49:18 -05:00
dependabot[bot]
1805e3ad4f Bump turbo-rails from 2.0.3 to 2.0.4 (#483) 
Bumps [turbo-rails](https://github.com/hotwired/turbo-rails) from 2.0.3 to 2.0.4.
- [Release notes](https://github.com/hotwired/turbo-rails/releases)
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.3...v2.0.4)

---
updated-dependencies:
- dependency-name: turbo-rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-02-26 06:49:06 -05:00
dependabot[bot]
f096b8abf5 Bump selenium-webdriver from 4.17.0 to 4.18.1 (#484) 
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.17.0 to 4.18.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.17.0...selenium-4.18.1)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  dependency-type: direct:development
  update-type: version-update:semver-minor
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 2024-02-26 06:48:57 -05:00
dependabot[bot]
733d7d9047 Bump good_job from 3.24.0 to 3.25.0 (#485) 
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.24.0 to 3.25.0.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v3.24.0...v3.25.0)

---
updated-dependencies:
- dependency-name: good_job
  dependency-type: direct:production
  update-type: version-update:semver-minor
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 2024-02-26 06:48:48 -05:00
dependabot[bot]
2325851e50 Bump rails from cd4a5b0 to 2abee30 (#486) 
Bumps [rails](https://github.com/rails/rails) from `cd4a5b0` to `2abee30`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](cd4a5b0733...2abee307fe)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
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 2024-02-26 06:48:34 -05:00
Nishiki (錦華)
42631eafd3 docs: add dev containers config gotcha in README (#479) 
* docs: add dev containers config gotcha in README

* Add comment in `.env.example`

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-02-26 06:46:45 -05:00
Mohamed Halat
fd8ce1b32a chore: add ability to change DB_PORT from standard 5432 (#480) 2024-02-26 06:44:07 -05:00
Dwight Watson
971347c761 Find account first and build transaction through association (#487) 
* Find account first and build transaction through association

* Fix flaky test
 2024-02-26 06:29:28 -05:00
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
Josh Brown
e767aca37f Refresh account on update (#476) 
* Refresh account on update

* 🐛 Replace turbo frame on create valuation

This avoids the frame reloading it's src when refreshing.

* Change Action Cable adapater to Postgres
 2024-02-23 20:18:30 -06:00
Zach Gollwitzer
7e324f1b53 Scaffold out Account Syncing (#474) 
* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo

* Refactor series logic

* Scaffold out basic sync process for accounts

* Fix tests
 2024-02-22 11:35:06 -05:00
Zach Gollwitzer
b5b2d335fd Add Live Data to Account Page (#464) 
* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo
 2024-02-20 09:07:55 -05:00
dependabot[bot]
298b50a909 Bump rails from 0f9aaa5 to cd4a5b0 (#468) 
Bumps [rails](https://github.com/rails/rails) from `0f9aaa5` to `cd4a5b0`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](0f9aaa5ca9...cd4a5b0733)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

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 2024-02-19 09:41:45 -05:00
dependabot[bot]
34b8db5b39 Bump ruby-lsp-rails from 0.2.9 to 0.3.0 (#466) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.2.9 to 0.3.0.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.2.9...v0.3.0)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-minor
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 2024-02-19 09:41:31 -05:00
dependabot[bot]
2abbc22f4f Bump dotenv-rails from 2.8.1 to 3.0.2 (#467) 
Bumps [dotenv-rails](https://github.com/bkeepers/dotenv) from 2.8.1 to 3.0.2.
- [Release notes](https://github.com/bkeepers/dotenv/releases)
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md)
- [Commits](https://github.com/bkeepers/dotenv/compare/v2.8.1...v3.0.2)

---
updated-dependencies:
- dependency-name: dotenv-rails
  dependency-type: direct:development
  update-type: version-update:semver-major
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 2024-02-19 08:18:20 -05:00
dependabot[bot]
ad451f28d8 Bump pg from 1.5.4 to 1.5.5 (#469) 
Bumps [pg](https://github.com/ged/ruby-pg) from 1.5.4 to 1.5.5.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md)
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.4...v1.5.5)

---
updated-dependencies:
- dependency-name: pg
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-02-19 08:17:41 -05:00
dependabot[bot]
20eaf0cc62 Bump turbo-rails from 2.0.1 to 2.0.3 (#470) 
Bumps [turbo-rails](https://github.com/hotwired/turbo-rails) from 2.0.1 to 2.0.3.
- [Release notes](https://github.com/hotwired/turbo-rails/releases)
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.1...v2.0.3)

---
updated-dependencies:
- dependency-name: turbo-rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-02-19 08:17:25 -05:00
dependabot[bot]
9b505356d8 Bump letter_opener from 1.8.1 to 1.9.0 (#471) 
Bumps [letter_opener](https://github.com/ryanb/letter_opener) from 1.8.1 to 1.9.0.
- [Changelog](https://github.com/ryanb/letter_opener/blob/master/CHANGELOG.md)
- [Commits](https://github.com/ryanb/letter_opener/compare/v1.8.1...v1.9.0)

---
updated-dependencies:
- dependency-name: letter_opener
  dependency-type: direct:development
  update-type: version-update:semver-minor
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 2024-02-19 08:17:10 -05:00
Achmad Chun Chun
ffc33cbb40 Speedup docker build time (#463) 2024-02-17 09:47:57 -05:00
Adrien Poly
093ddba28f Update database migrations and strengthen db smoke tests (#462) 2024-02-14 19:48:35 -05:00
Zach Gollwitzer
3ec9c9b56b Scaffold out the UI for individual account page (#461) 
* Add `AccountBalance` table for account views

* Scaffold out account UI

* Add D3 line chart scaffolding

* Style fixes
 2024-02-14 13:02:11 -05:00
Mattia
0490fda465 Improve active class assignment in sidebar links (#450) 
* Fix active class assignment in sidebar links

* Revert "Fix active class assignment in sidebar links"

This reverts commit 55924f32db9f5a0c0948d19b3af79d729feb6ef7.

* Update sidebar_link_to helper to correctly assign active class for nested routes

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-02-14 07:55:23 -05:00
Josh Brown
101a5ee0c5 Add notification UI (#449) 
* Add notification UI

* Make animation an aribtrary value

It didn't make much sense in the theme as it feels very specific, this
change also means the timing information is clearer within the html
itself.

* Update to use tailwind theme

* Refactor structure of icon

* Add support for multiple notifications at once

* Adjust notification animation timing

* Make notification more accessible

Applies role to the notification which will apply the appropriate
aria-live status to ensure notifications are read out when they are
rendered into the screen for screenreader users.

Wraps the svg with a button tag that keyboard users can focus and engage
with to close the notification.

* Fix notification progress indicator placement

* Map flash types to notification types automatically

* Refine notification animations

* Set success as default icon for notifications
 2024-02-13 09:19:11 -06:00
Zach Gollwitzer
bbe7323ca4 Add Tailwind color palette (#452) 2024-02-12 17:20:50 -05:00
dependabot[bot]
02ce81ba40 Bump rails from bfcfede to 0f9aaa5 (#444) 
Bumps [rails](https://github.com/rails/rails) from `bfcfede` to `0f9aaa5`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](bfcfede66a...0f9aaa5ca9)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

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 2024-02-12 07:19:38 -06:00
dependabot[bot]
f8402da487 Bump good_job from 3.23.0 to 3.24.0 (#445) 
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.23.0 to 3.24.0.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v3.23.0...v3.24.0)

---
updated-dependencies:
- dependency-name: good_job
  dependency-type: direct:production
  update-type: version-update:semver-minor
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 2024-02-12 07:19:20 -06:00
Josh Pigford
3fb9ed6953 Update en.yml 2024-02-11 14:08:29 -06:00
Josh Pigford
a86b4264c4 i18n additions 2024-02-11 14:00:16 -06:00
Sergey Tyan
e79ff94f6c Improve account modal keyboard navigation (#424) 
* Add back button support to account keyboard navigation and autofocus text input on the form

* Wrap modal content with keyboard navigation controller
 2024-02-11 13:17:03 -06:00
Josh Pigford
fbe49bf4ea Currency select tweaks 2024-02-11 13:09:14 -06:00
Cristiano Crolla
96debfaeda Currency Dropdown (#415) 
* Initial dropdown setup and styles

* Allow form field to pass through block content and update dropdown posititon

* add currency to accounts params

* Add repositionDropdown function and carry over dropdown controller

* remove block context from form builder in favour of using form tag directly

* Hide currency input and set checks for input and label before updating

* align currency button with balance

* revert form_field_tag changes

* remove margin on currency button, looks cleaner

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
 2024-02-11 13:02:27 -06:00