Commit Graph

15 Commits

Author SHA1 Message Date
Alessio Cappa
b3af8bf1ae Transactions & Activities pages improvements (#452)
* feat: Add toggle on mobile to show/hide checkboxes in transaction page

* fix: Add multi-select toggle also in activities page. Make JS controller compatible also in this view.

* feat: Add category in mobile view

* feat: Add mobile layout for transaction categories

* feat: Add margin for pagination on mobile

* fix: Ensure category exists when displaying the name

* fix: Adjust mobile paddings

* fix: Display "uncategorized" label if no category is set

* fix: Expand transaction name/subtitle

* feat: Add merchant name on desktop view

* feat: Move merchant name before account name

* fix: Add class to hide merchant on mobile

* feat: Add merchant logo on mobile

* fix: add pointer-events-none to merchant image on mobile view

* feat: toggle header checkbox in transaction page when button is clicked

* Remove unnecessary CSS class

* Remove duplicate CSS class

* Remove wrong Enable Banking logo URL

* Update app/views/transactions/_transaction.html.erb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* Revert "Update app/views/transactions/_transaction.html.erb"

This reverts commit 9766c50a1d.

* Add translation for Loan Payment/Transfer

* Apply review comments

* Add accessible name for toggle based on review comments

* Use border instead of border-1 class

* Apply review comments

* Missing l10n key

---------

Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-24 01:57:16 +01:00
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
fb7107d614 feature(dark mode): misc design fixes (#2215)
* Fix category dark mode styles

* Fix sidebar account tab states

* Fix dashboard balance sheet group styles

* Fix budget dark mode styles

* Fix chart gradient split

* Fix prose styles in dark mode

* Add back chat nav id for tests
2025-05-07 09:26:06 -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
Josh Pigford
88a6373e84 Implement dark mode (#2078)
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
c610b0ba4b Dashboard design fixes (#1898)
* Dashboard design fixes

* Update dashboard greeting

* Remove sidebar toggle from settings breadcrumbs

* Autofocus and outlines for category dropdowns

* Lint fixes
2025-02-25 17:28:40 -05:00
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
77def1db40 Nested Categories (#1561)
* Prepare entry search for nested categories

* Subcategory implementation

* Remove caching for test stability
2024-12-20 11:37:26 -05:00
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
65db49273c Account Activity View + Account Forms (#1406)
* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -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
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
Zach Gollwitzer
da18c3d850 Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Zach Gollwitzer
bddaab0192 Account namespace updates: part 4 (transfers, singular namespacing) (#896)
* Move Transfer to Account namespace

* Fix partial resolution due to namespacing plurality

* Make category and tag controllers consistent with namespacing convention

* Update stale partial reference
2024-06-20 13:32:44 -04:00