Commit Graph

11 Commits

Author SHA1 Message Date
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
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

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Signed-off-by: soky srm <sokysrm@gmail.com>
2026-01-09 13:03:40 +01:00
Mark Hendriksen
eb762eff12 Highlight current month in trends insights table (#448)
* Highlight current month in trends insights table

Refactored the logic to apply special styling and label to the row representing the current month, using a date comparison instead of relying on the last index. This ensures the current month is always highlighted, regardless of its position in the data.

* Highlight current month in trends insights

Added an is_current_month flag to trends data in the controller and updated the view to use this flag for highlighting the current month. This improves clarity and avoids redundant date comparisons in the view.
2025-12-13 09:45:36 +01:00
Copilot
888fa3684a Include subcategories in transaction search filters (#401)
* Initial plan

* Fix subcategory filtering in transaction search

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Address code review: scope category lookup to family for security

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Make sure parent categories are not NULL.

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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-01 23:38:48 +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

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-26 17:51:38 +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

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Signed-off-by: soky srm <sokysrm@gmail.com>
2025-11-11 19:51:07 +01:00
soky srm
45e2f04d9e Fix Reports transactions breakdown (#309)
The build_transactions_breakdown method was including ALL transaction types (including transfers, CC payments, and one-time transactions)
  when calculating the breakdown, while the "Period Comparison" and "Trends & Insights" sections correctly exclude these transaction types.
2025-11-10 14:33:43 +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