Commit Graph

3 Commits

Author SHA1 Message Date
LPW
6197419f6c Add protection indicator to entries and unlock functionality (#765)
* feat: add protection indicator to entries and unlock functionality

- Introduced protection indicator component rendering on hover and in detail views.
- Added support to unlock entries, clearing protection flags (`user_modified`, `import_locked`, and locked attributes).
- Updated routes, controllers, and models to enable unlock functionality for trades and transactions.
- Refactored views and localized content to support the new feature.
- Added relevant tests for unlocking functionality and attribute handling.

* feat: improve sync protection and turbo stream updates for entries

- Added tests for turbo stream updates reflecting protection indicators.
- Ensured user-modified entries lock specific attributes to prevent overwrites.
- Updated controllers to mark entries as user-modified and reload for accurate rendering.
- Enhanced protection indicator rendering using turbo frames.
- Applied consistent lock state handling across trades and transactions.

* Address PR review comments for protection indicator

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-24 16:03:23 +01:00
Zach Gollwitzer
1aae00f586 perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
2025-06-20 13:31:58 -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