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7 commits

Author SHA1 Message Date
Zach Gollwitzer
de53a50e45
Sync account after transaction import (#820) 2024-05-30 22:06:32 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports (#708)
Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Josh Brown
19ee773d9b
Add ability to delete Maybe account (#698)
* Build out user deactivation and purging workflows

* Add i18n translations for user deletion

* Add tests for user deletion

* Fix lint issue
2024-04-30 11:40:31 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Zach Gollwitzer
7e324f1b53
Scaffold out Account Syncing (#474)
* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo

* Refactor series logic

* Scaffold out basic sync process for accounts

* Fix tests
2024-02-22 11:35:06 -05:00
Josh Pigford
aa351ae616
Multi-currency support (#425)
* Initial foundational pass at multi-currency

* Default format currency

* More work on currency and exchanging

* Re-build currencies on change

* Currency import/setup

* Background job overhaul + cheaper OXR plan support

* Lint fixes

* Test fixes

* Multi-currency setup instructions

* Allow decimals in the balance field

* Spacing fix for form

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2024-02-10 16:18:56 -06:00