Commit Graph

15 Commits

Author SHA1 Message Date
Alessio Cappa
31c4c3f106 feat: move print report button to header 2026-01-22 23:12:25 +01:00
Alessio Cappa
47e702530e fix: Update class for period string 2026-01-21 23:17:05 +01:00
Alessio Cappa
9fd29f14c1 feat: Add category icons in report table 2026-01-21 22:07:14 +01:00
Alessio Cappa
fabd60c098 fix: PWA display issues (#653)
* feat: re-apply PWA changes from previous PR

* feat: adjust padding on pages for mobile

* fix: Add position relative to netWorthChart to avoid overflow issues on mobile

* fix: Add safe-area to progress bar

* feat: add missing class on html

* fix: Replace touch-none with overscroll-none
2026-01-15 12:53:35 +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
25ac822308 Reports print functionality (#622)
* Print initial impl

* Try to keep the bigger section together

* /* Tufte-inspired Print Report Styles */

* styling

* I8n

* Move print styling out.

* FIX unrelated test ordering

on line 53 - import.rows.first doesn't guarantee ordering. Without an explicit ORDER BY, the database may return rows in any order.

* Update print-report.css

* Update print.html.erb

* pass data to view

* Update index.html.erb

* Fix ERB helpers

* Update reports_helper.rb
2026-01-12 14:40:30 +01:00
Juan José Mata
38f4c2222c Revert "Add print stylesheet for reports page (#499)" (#609)
This reverts commit 7915fee62c.
2026-01-11 11:08:20 +01:00
soky srm
6ebe8da928 Add investment tracking to expenses (#381)
* Add investment tracking to expenses

Add new sections to dashboard and reporting around investments.

* Create investment-integration-assessment.md

* Delete .claude/settings.local.json

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

* Category trades

* Simplify

* Simplification and test fixes

* FIX merge

* Update views

* Update 20251125141213_add_category_to_trades.rb

* FIX tests

* FIX statements and account status

* cleanup

* Add default cat for csv imports

* Delete docs/roadmap/investment-integration-assessment.md

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

* Update trend calculation

Use already existing column cost basis for trend calculation
   - Current value: qty * price (already stored as amount)
  - Cost basis total: qty * cost_basis
  - Unrealized gain: current value - cost basis total
Fixes N+1 query also

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
2026-01-09 13:03:40 +01:00
Juan José Mata
7915fee62c Add print stylesheet for reports page (#499)
* Add print stylesheet for reports page

* Polish reports print layout

* Make sure all pages are printed

* Use design system tokens
2025-12-30 18:59:45 +01:00
soky srm
1727b772ed Mobile drag and re-order fixes (#408)
* FIX mobile scroll and drag

* reorder fixes

* Add hold delay for mobile
2025-12-02 17:10:55 +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
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
Mark Hendriksen
4475d85ab2 Update index.html.erb (#337) 2025-11-15 18:27:16 +01:00
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