Commit Graph

6 Commits

Author SHA1 Message Date
soky srm
ee39bcf62e Fix test (#399) 2025-12-01 13:08:48 +01:00
Juan José Mata
7bcfaa24c6 Linter noise 2025-11-23 23:19:44 +00:00
copilot-swe-agent[bot]
da6bae2e84 Refactor date validation to DRY and improve test robustness
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2025-11-23 10:49:59 +00:00
copilot-swe-agent[bot]
4e5b0957bf Add validation and flash message for invalid date range in Reports
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2025-11-23 10:45:52 +00:00
soky srm
fad241c416 Fixes & Improvements (#316)
* Some improvements

- Fix issue with lunch flow accounts that were imported
- Remove the period comparison section from reports

* Add cleanup migration

* FIX for dynamic config

* Fix linter

* FIX settings setter

Reuse the base class’ atomic setter to leverage its locking and cache invalidation.

* Make upsert atomic

* Remove migration file

Signed-off-by: soky srm <sokysrm@gmail.com>

* Delete db/migrate/20251111094448_migrate_dynamic_fields_to_individual_entries.rb

Signed-off-by: soky srm <sokysrm@gmail.com>

* Fix cache reset

* Revert "Remove migration file"

This reverts commit 1f2a21ef58.

* Revert "Delete db/migrate/20251111094448_migrate_dynamic_fields_to_individual_entries.rb"

This reverts commit 29dcaaafb2.

* Fix Plaid initialiser

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
2025-11-11 19:51:07 +01:00
soky srm
d9f8d064af Implement Reporting tab (#276)
* First reporting version

* Fixes for all tabs

* Transactions table

* Budget section re-design

* FIX exports

Fix transactions table aggregation

* Add support for google sheets

Remove pdf and xlsx for now

* Multiple fixes

- Trends & Insights now follows top filter
- Transactions Breakdown removed filters, implemented sort by amount.
- The entire section follows top filters.
- Export to CSV adds per month breakdown

* Linter and tests

* Fix amounts

- Correctly handle amounts across the views and controller.
- Pass proper values to do calculation on, and not loose precision

* Update Gemfile.lock

* Add support for api-key on reports

Also fix custom date filter

* Review fixes

* Move budget status calculations out of the view.

* fix ensures that quarterly reports end at the quarter boundary

* Fix bugdet days remaining

Fix raw css style

* Fix test

* Implement google sheets properly with hotwire

* Improve UX on period comparison

* FIX csv export for non API key auth
2025-11-05 14:54:45 +01:00