Commit Graph

13 Commits

Author SHA1 Message Date
Claude
d9acf19038 Disable Turbo prefetch on dashboard outflow category links
Hovering over category links in the outflow donut chart triggered
Turbo 8's default link prefetching, which made a real request to the
transactions controller. The controller's store_params! before_action
saved those filter params (category + date range) to the session.
When the user later navigated to /transactions via the nav menu,
the stored params were restored, showing an unexpected filtered view.

Adding data-turbo-prefetch="false" prevents the prefetch on hover
while preserving the intended click-to-navigate behavior.

https://claude.ai/code/session_01Na7AF1wyidPwFdPq5w8oaw
2026-02-13 15:46:19 +01:00
soky srm
179552657c Mercury integration (#723)
* Initial mercury impl

* FIX both mercury and generator class

* Finish mercury integration and provider generator

* Fix schema

* Fix linter and tags

* Update routes.rb

* Avoid schema drift

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-22 20:37:07 +01:00
Alessio Cappa
5f8a0dc78e FIX: Small layout adjustments (#507)
* feat: adjust padding and icon sizing in outflows chart

* fix: Remove extra div in reports page to fix layout issues on mobile

* fix: Padding adjustments to keep pages consistent

* fix: Align report page with main
2026-01-13 13:23:10 +01:00
soky srm
a4f70f4d4a Support uncategorized investments (#593)
* Support uncategorized investments

* FIX sankey id collision

* Fix reports

* Fix hardcoded string and i8n

* FIX plurals

* Remove spending patterns section

add net worth section to reports
2026-01-09 19:45:42 +01:00
soky srm
ca4fb7995c Implement holdings for lunch flow (#590)
* Implement holdings for lunch flow

* Implement holdings function call
2026-01-09 13:14:14 +01:00
Alessio Cappa
eb6bbb754d Outlfows UI adjustments (#443)
* feat: combine icon + color in outflows section to optimize space on mobile

* fix: adjust spacing in outflows table

* fix: adjust padding and icon sizing
2025-12-12 10:43:10 +01:00
Alessio Cappa
04189dec00 fix: Apply right formatting for money values in outflows section (#425) 2025-12-07 15:42:04 +01:00
soky srm
db8353e895 Initial implementation of collapsible sections and re-order feature (#355)
* Initial implementation

* Add support for reports section too

* UI Improvement

now it looks a lot nicer :)

* Remove duplicate section titles

* FIX malformed DIV

* Add accessibility and touch support

WCAG 2.1 Level AA Compliant
  - Keyboard operable (Success Criterion 2.1.1)
  - Focus visible (Success Criterion 2.4.7)
  - Name, Role, Value (Success Criterion 4.1.2)

 Screen Reader Support
  - Clear instructions in aria-label
  - Proper semantic roles
  - State changes announced via aria-grabbed

* Add proper UI for tab highlight

* Add keyboard support to collapse also

* FIX js errors

* Fix rabbit

* FIX we don't need the html

* FIX CSRF and error handling

* Simplify into one single DB migration

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-26 17:51:38 +01:00
Alessio Cappa
b16857b040 UI Improvements for Ouflows Section (#334)
* feat: Improve categories list in outflows section

* feat: align bg containers in home page sections

* Revert "feat: align bg containers in home page sections"

This reverts commit 62ad36f23e.

* Revert "feat: Improve categories list in outflows section"

This reverts commit 4b6cb66843.

* feat: Improve categories list in outflows section

* feat: align bg containers in home page sections

* feat: reduce padding and align styling between outflows and assets sections

* feat: add number of categories and translations

* fix: Adjust Outflows header width for mobile
2025-11-15 16:29:50 +01:00
Juan José Mata
3c8ba643a0 Cashflow should use default period (and related) (#328)
* Fix cashflow and outflows widgets to respect user's default period preference

Resolves issue #118 where the Cashflow and Outflows widgets on the dashboard
were hardcoded to use a 30-day period instead of respecting the user's default
period preference setting.

Changes:
- Updated @cashflow_period to use Current.user&.default_period as fallback
- Updated @outflows_period to use Current.user&.default_period as fallback
- Both now follow the same pattern as the Periodable concern's set_period method

This ensures consistency across all dashboard widgets - Net Worth, Cashflow,
and Outflows now all respect the user's preference.

* Synchronize period selection across all dashboard widgets

All three dashboard widgets (Net Worth, Cashflow, and Outflows) now use
a single shared period parameter, ensuring consistent data magnitudes
across the dashboard.

Changes:
- Simplified controller to use single @period for all three widgets
- Removed widget-specific period parameters (cashflow_period, outflows_period)
- All widgets now use the shared 'period' parameter
- All period dropdowns use turbo_frame: "_top" to reload entire page
- Removed turbo_frame_tags from dashboard view for cleaner implementation

User experience improvement:
- Changing the period in any widget now updates all three widgets
- Ensures data consistency and easier comparison across widgets
- Maintains respect for user's default period preference

* Make Net Worth widget title styling consistent with Cashflow and Outflows

Changed Net Worth title from <p> with text-sm/text-secondary to <h2> with
text-lg to match the consistent styling used by Cashflow and Outflows widgets.

This provides a more unified visual appearance across all dashboard widgets.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2025-11-14 19:15:30 +01:00
soky srm
e290e3d4a1 Recurring transactions (#271)
* Implement recurring transactions support

* Amount fix

* Hide section when any filter is applied

* Add automatic identify feature

Automatic identification runs after:
  - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
  - Plaid sync completes
  - SimpleFIN sync completes
  - LunchFlow sync completes
- Any new provider that we create.

* Fix linter and tests

* Fix address review

* FIX proper text sizing

* Fix further linter

Use circular distance to handle month-boundary wrapping

* normalize to a circular representation before computing the median

* Better tests validation

* Added some UI info

Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.

* Fix styling

* Revert text subdued look

* Match structure of the other sections

* Styling

* Restore positive amounts styling

* Shorten label for UI styling

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-01 09:12:42 +01:00
Albert Solà
391011628a Update pages/dashboard locales (#255) 2025-10-28 21:23:20 +01:00
soky srm
4999409082 Implement an outflows section (#220) 2025-10-23 14:42:25 +02:00