odinsride/olubalance

olubalance is a personal finance tool to balance and reconcile your bank accounts

Hi there 👋

I'm Kevin Custer. I build things with Rails in my spare time, and with ServiceNow at work.

I'm currently working on ...

• olubalance - A personal finance app that has helped my wife and I pay off debts and become financially responsible. It is a Rails 6 app and uses Postgres, Webpack, Stimulus, and Bulma. I've learned a lot building it and currently working on a complete rewrite using the knowledge and patterns I've learned about while working on the original version.
• Building a self-hosted personal cloud, powered by Debian, Docker, and Tailscale
• Freelance opportunities: Wordpress, Shopify, Custom development, and finding the best solutions for clients

Tech Interests (besides web development!)

• Linux
• Docker
• Virtualization
• Homelabbing and Self hosting
• Hardware / PC building

How to reach me

• Web - https://kevin-custer.com
• Twitter - https://twitter.com/kevincuster_
• Instagram - https://instagram.com/kevincuster_

Fun fact

I'm also a photographer! I enjoy capturing landscapes and nature photos. See my photography here

olubalance's Issues

Create Unit Tests

Clean Up Accounts Page

Running Balance

Add a Running Balance column to Transactions page. Should work with pagination.

Additional Info for those interested in helping:

My app is a simple online check register where users can sign up, add bank accounts, and enter transactions for each account. It functions exactly as a hand written check register would work. I need help calculating the running balance to display in the transactions list. I was able to calculate it in the view, but when I added the "will_paginate" gem, the calculation was reset when going to the next page.

Account Stashes

Add the ability to create one or more stashes for an Account. This will let the user move money into a separate area and out of the main account's balance. This can be useful for various things such as saving up for a large purchase or expense, or to use as an emergency fund / account buffer. A summary of stashes should appear on the account transactions page near the bottom of the transactions list.

New User Registration fails with ActionView::CompiledTemplates::Constants

New Users registering for olubalance receive the standard Rails production error page. Investigation of the log files reveals the error:

ActionView::Template::Error (uninitialized constant ActionView::CompiledTemplates::Constants

... coming from app/views/accounts/index.html.erb in the call to Constants::NO_ACCOUNT_DESC.

Further investigation revealed there is likely an issue with the autoload_path config option in production environments (see https://guides.rubyonrails.org/autoloading_and_reloading_constants.html)

Enhance UI for Release 1.0

Make forms look nicer. Add controls to edit and delete accounts.

Refactor Olubalance Codebase

Investigate Devise Emailer

Redesign + Refactor Codebase

• - Review Codebase

• - Refactor Models, Views, Controllers where necessary and following best practices

• - Redesign UI using Bulma:

• - Remove JQuery

• - Remove simple_form

• - Remove Materialize and related gems

• - Remove fontawesome

• - Use Bulma as manually added asset

• - Consider moving view code into partials where it makes sense

• - Evaluate organization of partials

• - Review Decorators and Helpers

• Separate the Password Change form out

• Move form buttons to the left

• Add links into footer

• Add a landing page

Remove animate.css

Remove animate.css from olubalance. It is unused and causing errors in the application logs.

Disable Github Pages

Add a File Upload Progress Bar for attachments

Check out https://github.com/apneadiving/Pic-upload---Crop-in-Ajax

https://github.com/blueimp/jQuery-File-Upload

Add Last 4 of Account Field

Allow user to optionally enter last 4 digits of account number for easy reference

Add more width to account name on Transactions index

On mobile, the text for the account name wraps to a new line on the transactions index page.

Enhance UI for Release 2.0

Unbootstrapify the UI. Add Graphics and better form controls.

Create Home Page for Sign Up

Refactor CSS

Provide a means for locking certain transactions from edit/delete.

To support stashes as well as to prevent users from editing or deleting the Starting Balance transaction, add a flag to the transaction table to lock a record from edit/delete.

Transaction Datepicker does not work

Could be related to setting the default date to today's date. Or could be a javascript error.

Account Starting Balance Should Allow Decimal Values

The Starting Balance field when creating a new account expects an Integer, but should allow for decimal values.

Prevent edit/delete starting balance transaction

Add form validation

For new accounts, transactions
Also for Edit Transaction, don't allow negative values, and set the Transaction Type based on negative or positive

Transaction Filter

Add the ability to filter transactions by date or description.

Transaction Attachments

Add the ability to save attachments or images to the transaction. Useful for keeping track of payment confirmation emails, images of checks, etc.

Add the ability to inactivate accounts

For example if an account has been closed, it can be marked as such and displayed accordingly while preserving transactions and statements for recordkeeping.

Bulma Toast notifications become stuck on screen

Toast notifications do not disappear after a short time.

Swap will_paginate for pagy gem

will_paginate is proving to be a challenge with remembering the current page within an account, and then switching to another account. Further, this gem is dated and not as feature-rich or performant as newer gems such as pagy.

Swap the will_paginate gem for the pagy gem for transaction pagination.

Transaction Sorting

Add the ability to sort the transactions list by any of the fields.

Add Pending Status for Check Transactions

• Add pending field on Transaction model
• Add pending field on Transaction Form
• Add section in transaction list to separate Pending Transactions
• Add a button somewhere to mark a transaction as non-pending

Please comment on this issue prior to working for further details. And thanks to anyone willing to tackle this!

Table Pagination

olubalance 1.2 planned updates

olubalance 1.2 will mark the final feature release of the Rails based front-end. Going forward, olubalance will be split into a Rails API and a Vue frontend. The following features are planned for 1.2

• Deleting an account will no longer permenantly delete the account from the database, though it will be hidden from the user. An admin can easily recover accidentally deleted accounts and transactions this way.
• A new feature will be added to inactivate accounts and show them in a separate area of olubalance. This can be helpful for record keeping.
• Transaction search will be added (#21)
• Accounts will have a field to store the last 4 digits of the account number for ease of identifying accounts
• Attachments will be available at the account level for storing statements (#14)
• Image and attachment uploads will be renamed per the transaction/account details
• A new account type will be added for Credit Cards which will allow for separation and alternate display properties on the accounts screen (#13)
• Transactions will have autocomplete enabled for the description field (#8)
• Bugfix for account deletion
• Pagination options to be added for viewing more transactions at a time
• Bugfix for going back to the page you were on after updating a transaction several pages back

Look into timezone settings

When creating new transaction at 8pm EST the transaction date was defaulted to the next day. Suspect time zone setting is incorrect either at app level or possibly server level

Account Attachments

Add the ability to attach files to accounts. This would be useful for attaching bank or credit card statements to the account so everything is stored on olubalance.

Account Form on iPad Horizontal

Buttons are on multiple lines

Add a pending balance along with account balance

Transaction Description Autocomplete

Enable autocomplete for the Transaction description field. Pull from previously used descriptions per user.

Editing the account starting balance does not recalculate transactions or the current balance for the account.

Maybe disable this field from being edited temporarily.

Create RSpec Tests

• Implement RSpec Gem
  • Include shoulda-matchers
  • Include simplecov
  • Include factory_bot_rails
  • Include database_cleaner
• Create Model Tests
  • Covers validations and relationships
• Create Request Tests
  • Covers controller actions, business logic, router functionality
• Create Feature Tests as necessary

Set up calculated fields

Current Balance
Running Balance

Bump Bulma to latest version

Also place this in vendor folder. Create .gitattributes for linquist override on language of repo.

See https://github.com/github/linguist#using-gitattributes

Create README

Create README.md

Transaction form looks strange when attaching a document with a long filename.

Transaction form looks strange when attaching a document with a long filename.

Refactor Models and Controllers

Review and refactor Models and Controllers

Make site easier to use for Mobile

Use full width of screen and make the site feel like a mobile app.

Debit/Credit fields missing radio box when errors on form.

Debit/Credit fields missing radio box when errors on form.

Account balance sometimes not updated when creating transactions.

Observed in credit card account where balance is negative. Other similar accounts did not show this behavior. Needs further investigation.

Bump Rails to 6.0, Upgrade Gems

Default transaction type to Debit

After the recent redesign, transactions no longer default to being a Debit transaction type.

Add transaction description autofill functionality

Add transaction description autofill functionality.

Notes from 1/10/21:
Attempted autocomplete with stimulus and autocomplete.js, but the problem is that it requires a controller action that constantly queries the DB with every keystroke. Prefer to have the unique descriptions fetched one time and filtered client side. Will revisit implementing this as a Vue component or trying a different approach in Stimulus later.

Look into better form solution

Formtastic?