For example:

1. User is at /outgots;
2. and searches for "movies";
3. If the user clicks in /incomes in menu, it should open Incomes with the same search.

P. S.: There must be a way to "clean up the search".

Add fields repeat_expense that receives a list of days in the format:

2021-01-01
2021-02-01
2021-03-01

In the creation form.

When at least one line is present it creates another Outgo.

This is only the CRUD this is not the report.

CRUD with:

• title - string
• categories - list of categories split by ,
• value - float
• kind - Enumeration: weekly, monthly, yearly

Example

The goal here is to have something like:

I (user) want to limit my expenses with supermarket to 200 weekly

Which turns out to be:

• title= "Weekly supermarket expenses"
• categories= "supermarket"
• value= 200
• kind= weekly

Work on this after #30 is done.

The idea is to change the category of all movements, something like:

update movements set category = 'new name' where category = 'old name';

Work on this after #23

User should be able to see the Goals with details like:

• title, example: "Supermarket (weekly)"
• chart, the chart shows the percentage
• current, the current amount paid for that category(ies)
• max, the value set to that goal
• overspent, the value overspent on that goal (if it is overspent)

Idea

Notes

• For the monthly expenses the query should be from day 1 to last day of the month of the current month
• For the weekly expenses the query should be from last Monday to next Sunday of the current week
• For the yearly expenses the query should be from the first day of the current year to the latest one
• This has to filter only by date and kind="Outgo" (i. e., it does not matter if the Outgo is (un)paid or (un)expected_movement)

Using ENV var.

Currently categories#show only shows the report from 1.year.ago to now.

Change that to either let the user choose the year OR let the user "load more".

• Rename accounts to wallets
• Migrate all cards to wallets (Using SQL and Rails migration) #70
• Update movements table to use only wallets (chargeable → wallet)
  • Update data on movements #70
  • Drop the column chargeable_type
  • Rename chargeable_id to wallet_id
• Drop cards table

Notes

• There is a custom error message introduced by 7c512a0 , it is worth removing it and leaving only the ActiveAdmin way.
• Be careful when updating movements table, remember that the id on accounts and cards both start with 1, it might be worth adding two temporary columns to help migrate on wallets. For example: card_id (can be null) and is_card (default false, when migrating cards to wallets set as true)
• There is one feature for paying card debts in the app, make sure it is working after this migration

Create calendar URL to subscribe using Google Calendar or macos Calendar.

ics file format: https://en.wikipedia.org/wiki/ICalendar .

Ideally this URL should be protected with a random hash, something like:

https://example.com/calendars/qgTrNgkr8kVlLGCWUClN9fL.ics

Ideas:

• Create a CRUD to "export" calendars, in this CRUD we can choose the accounts
  • Within /admin/calendars it uses the regular serial id
  • But /calendar/XXX is only accessible with that random key
  • Fields: id, account_ids (postgres array of ids), access_key (random generated, users can change), active (boolean)
• Export all calendars, but receive that random string from ENV var
  • Only export if that ENV var is set

Link to Outgos filtering the result by that month and tag.

Something like:

/admin/outgos?q%5Bdate_gteq%5D=2021-03-01&q%5Bdate_lteq%5D=2021-03-31&q%5Bcategory_equals%5D=supermarket&commit=Filter&order=date_desc

• Add admin_user_id to movements.
• Whenever an outgo/expense is created it should be the current user

There is an error when creating a Transfer and its field is an empty string.

Better to create a database view.

Current code to return all categories:

select distinct(category) from movements where kind = 'Outgo' order by category;

Batch change (to true or false) the expected_movement flag on outgos#index.

As for today the account_balances view sums the balance of all account.

Change that to only include active accounts:

      create or replace view account_balances as
        select currency, sum(balance) as value, cast(avg(precision) as integer) as precision
        from accounts
        where accounts.active = true
        group by currency;