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14 commits

Author SHA1 Message Date
Zach Gollwitzer
ab6fdbbb68
Component namespacing (#2463)
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* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT

* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT

* Update stimulus controller references to use namespace

* Fix remaining tests
2025-07-18 08:30:00 -04:00
Zach Gollwitzer
90a9546f32
Pre-launch design sync with Figma spec (#2154)
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
Zach Gollwitzer
c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports (#1947)
* Rough draft

* Schema conflict update

* Implement signage

* Update system tests

* Lint fixes
2025-04-18 10:48:10 -04:00
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
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
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