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16 commits

Author SHA1 Message Date
Zach Gollwitzer
0544089710
Account-level import configuration templates (#1946)
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* Account-level import configuration templates

* Default import to family's preferred date format
2025-03-04 13:10:01 -05:00
Zach Gollwitzer
c5da8ea550
Allow CSV imports to be configured with single or multi-account mode (#1943)
* Allow CSV imports to be configured to a single account or multiple accounts

* Initialize import directly from accounts page

* Fix brakeman warnings

* Fix schema

* Fix Synth check
2025-03-03 12:47:30 -05:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet (#1926)
* Simplify provider concerns

* Update tests

* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports (#1822)
* Add exchange and currency fields to trade imports

* Add exchange_operating_mic support for trade imports - Added required columns and updated models

* refactor: remove exchange and currency columns

* fix: consolidate import schema and remove redundant columns

* feat: Enhance trade import with exchange_operating_mic support

* Revert changes to existing migration

* Simplify migration to use change method

* Restore previously deleted migration

* Remove unused import_col_labels method

* Update schema.rb after running migrations

* Update trade_import.rb and fix schema.rb with db:migrate:reset

* fix: improve trade import security creation

---------

Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00
Zach Gollwitzer
d75be2282b
New Design System + Codebase Refresh (#1823)
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.

Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:

- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
2025-02-21 11:57:59 -05:00
Zach Gollwitzer
849c58dd3e
Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
a82c0303ce
Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
Daniel Esteves
077694bbde
feat(import): add currency and number format support for CSV imports (#1819)
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* feat(import): add currency and number format support for CSV imports

* feat(import): add currency and format for mint and trade

* fix(imports): remove currency field in favor of currency csv col

* fix(imports): remove validate column from import model

* test(import): add some tests for imports

* test(import): add some tests for generate_rows_from_csv

* fix: change method name for import model

* fix: change before validation

---------

Co-authored-by: danestves <danestves@users.noreply.github.com>
2025-02-10 15:31:28 -05:00
Zach Gollwitzer
536c82f2aa
Feature: Add the ability to "revert" a CSV import (#1814)
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* Allow reverting imports

* Fix tests

* Add currency column to all imports

* Don't auto-enrich demo account
2025-02-07 15:36:05 -05:00
scodes73
f57fa526af
Fix: make date format year consistent overall #1712 (#1726)
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* Fix: make date format year consistent overall

* chore: Consolidating all date formatting options

* adding disabled condition back to mint import

* chore: Moving formats from helper to models/family.rd

* Adding date_format_label to the en translation for import/configurations

* nit: making changes to use individual translations
2025-02-03 11:19:56 -05:00
Sergio Behrends
3bc9da4105
Adds a common DE format (#1445)
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2024-11-11 09:57:50 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms (#1406)
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* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -05:00
Zach Gollwitzer
a20809eee3 When unassigned accounts in CSV import, always allow new account creation 2024-10-10 15:51:36 -04:00
Zach Gollwitzer
cd9f20747c
Allow inline account creation when importing CSV (#1291)
* Allow inline account creation when importing CSV

* Sanitize numeric inputs for CSV

* CSV import date validation

* Lint fix
2024-10-10 15:14:38 -04:00
Zach Gollwitzer
5c7d2f2b01
Better import instructions, remove ambiguous field (#1284)
* Remove ambiguous institution field

* Add import instructions

* Fix system test

* Remove lint and i18n normalization checks in CI
2024-10-10 11:18:58 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
2024-10-01 10:47:59 -04:00