Josh Pigford
41dff228e8
Crop profile images
2024-10-08 14:25:34 -05:00
Josh Pigford
3461182725
Ensure self hosted for invite code listing
2024-10-08 12:36:06 -05:00
Zach Gollwitzer
2f6479f058
Add empty states to account summary page ( #1265 )
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* Add empty states to account summary page
* Liability icon fix
* Normalize translations
* Clean up modal styles
* Account color updates
* Lint fixes
* Test fix
2024-10-08 13:00:35 -04:00
Josh Pigford
ffd54e4065
Intercom integration ( #1267 )
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* Intercom integration
Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.
* Update app/views/layouts/_sidebar.html.erb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Update app/views/pages/feedback.html.erb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Family = Company in Intercom
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-08 10:50:49 -05:00
Zach Gollwitzer
591d149da9
Finalize other assets and liabilities view ( #1264 )
2024-10-07 20:23:33 -04:00
Zach Gollwitzer
c397f1bd2b
Hide infinity trend percentage changes ( #1261 )
2024-10-07 16:20:36 -04:00
Zach Gollwitzer
d2a6ab1e45
Hide currency for transfers ( #1260 )
2024-10-07 15:57:47 -04:00
Zach Gollwitzer
24d3c0243f
Handle missing weekend stock prices in sync process ( #1242 )
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* Don't append missing prices if already known
* Add failing test
* Handle weekend stock prices
* Fix tests and gapfill logic
2024-10-04 14:19:45 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering ( #1240 )
2024-10-04 09:17:48 -04:00
Zach Gollwitzer
73d61fc990
Fix signage on transaction imports ( #1236 )
2024-10-03 14:59:24 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions ( #1233 )
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* DB sessions
* Validations for profile image
2024-10-03 14:42:22 -04:00
Zach Gollwitzer
82c298307d
Add formatting for EUR locales ( #1231 )
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* Add formatting for EUR locales
* Fix formatting assertion for EUR in english locales
2024-10-03 10:25:38 -04:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support ( #1226 )
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* Add basic date and time localization
* Normalize translations
* Localize transaction dates
* Removed unsupported Rails locales
2024-10-02 14:02:17 -04:00
Zach Gollwitzer
7fabca4679
Simplify self host settings controller ( #1230 )
2024-10-02 12:07:56 -04:00
Zach Gollwitzer
c3c0ab3530
Fix incorrect partial sync balance generation ( #1223 )
2024-10-01 13:15:24 -04:00
Alter Lagos
fa3b1e016c
Sort currencies by name as a second order ( #1216 )
2024-10-01 10:48:39 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) ( #1209 )
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* 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
Jestin Palamuttam
23786b444a
Fix: Escape button not being handled on settings pages ( #1210 )
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* fix: escape button handler
* feat: location logic for settings page
* fix: linting errors
* fix: linting error
* refactor: settings test
2024-09-30 17:28:15 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha ( #1194 )
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* Finalize profile settings page
* Translations
* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers ( #1191 )
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* Finalize transaction drawer, simplify money form helpers
* Fix money form errors
* Reusable disclosure helper, fix styles
* Final style tweaks
2024-09-20 08:38:19 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters ( #1189 )
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* Add type filters to transaction search
* Add amount filter
2024-09-17 10:38:02 -04:00
Tony Vincent
e06f0c76f9
Add error handling for vehicle and property account creation ( #1179 )
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* add error handling for vehicle and property account creation
* Add required true for money_field
* Remove rescue in controllers
2024-09-17 10:37:09 -04:00
Zach Gollwitzer
aa6d755402
Fix styles on import modal ( #1188 )
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* Fix styles on import modal
* Remove stale translations
2024-09-16 19:18:07 -04:00
Zach Gollwitzer
d3d9af8bce
Add basic self hosted onboarding ( #1177 )
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* Add basic self hosted onboarding
* Lint fix
* Normalize translations
2024-09-13 17:24:19 -04:00
Zach Gollwitzer
0149ca4ea1
Transaction page design fixes ( #1176 )
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* Fix transaction summary spacing
* Fix search input padding
* Search and transfer design fixes
2024-09-13 15:43:16 -04:00
Zach Gollwitzer
30f7c120e1
Allow partial investment quantities ( #1174 )
2024-09-13 11:45:27 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -04:00
Zach Gollwitzer
c28dd8f940
Omit trend if zero in sidebar ( #1173 )
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* Omit trend if zero in sidebar
* Lint fix
2024-09-13 11:28:47 -04:00
Tony Vincent
277e4476d9
Fix missing sync_all_button partial ( #1172 )
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* Fix missing sync_all_button partial
* Add missing translation
* Bring back partial
* Unify button text translation
* Add test
2024-09-13 11:19:20 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page ( #1169 )
2024-09-11 17:24:01 -04:00
Tony Vincent
edf44bec03
Add setting to disable new user registration on self-hosted instances ( #1163 )
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* Add clipboard stimulus controller
* Add invite codes controller
* Setting to force invite code for new signups
* Fix erb linter
* Normalize keys
* Add POST /invite_codes
* Cleanup clipboard_controller.js
* Create invite codes on-demand
* Design changes
* Style alignment
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Split into individual forms
* Fix missing styles
* Update app/javascript/controllers/clipboard_controller.js
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Fix test
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Jestin Palamuttam
5178928b68
fix: html dialog not closing ( #1167 )
2024-09-11 09:24:38 -04:00
Zach Gollwitzer
ac0ff35360
Update empty account states on dashboard ( #1166 )
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* Update empty account states on dashboard
* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
04037b8943
Consolidate transaction menu items ( #1164 )
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* Fix valuation frame issue
* Consolidate transactions menu items
* Translations
2024-09-10 14:45:08 -04:00
Zach Gollwitzer
cb13fd2245
Fix valuation frame issue ( #1162 )
2024-09-09 17:13:52 -04:00
Zach Gollwitzer
eebc07d75e
Feedback page ( #1160 )
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* Add feedback page
* Only show latest release on changelog
* Constrain changelog height
* Ignore sanitization warning for Github content
* Add cassette for Github release notes
* Lint fix
2024-09-09 16:54:56 -04:00
Zach Gollwitzer
0db75a019b
Revert "Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )" ( #1155 )
...
This reverts commit 9172eb931b
2024-09-06 11:37:25 -04:00
Tony Vincent
9172eb931b
Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )
2024-09-06 08:52:26 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily ( #1136 )
2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements ( #1135 )
2024-08-27 17:06:41 -04:00
Zach Gollwitzer
f82ce59dad
Fix merchants color picker ( #1134 )
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* Fix merchants color picker
* Lint fixes
2024-08-26 19:18:27 -04:00
Zach Gollwitzer
166ed4b1ea
Fix account transaction form resetting amount to 0 ( #1133 )
2024-08-26 19:10:17 -04:00
Tony Vincent
cf861ccff9
Fix account sync when prices missing ( #1127 )
2024-08-26 09:36:27 -04:00
Tony Vincent
e1efe97e6f
Fix unable to create Deposit entries in investment portfolio ( #1125 )
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* Fix unable to create Deposit entries in investment portfolio
* Add system test for deposit transaction
2024-08-25 17:48:46 -04:00
Zach Gollwitzer
de9723d63a
Fix file upload UI opening twice ( #1119 )
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* Fix file selector opening twice
* rename click() method
* Remove unused method
* Credit original author
Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>
---------
Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>
2024-08-23 10:30:08 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates ( #1118 )
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* Minimal code style enforcement
* Formatting and lint code updates (no change in functionality)
2024-08-23 10:06:24 -04:00
Zach Gollwitzer
359bceb58e
Vehicle view ( #1117 )
2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View ( #1116 )
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* Add backend for property account details
* Rubocop updates
* Add property form with details
* Revert "Rubocop updates"
This reverts commit 05b0b8f3a4
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
4433488562
Fix holding name error ( #1113 )
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* Add optional debugger to bin/dev script
* Fix holding naming
2024-08-20 17:35:23 -04:00
Zach Gollwitzer
37ae51f68a
Fix query when account has zero income and expense ( #1112 )
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* Reproduce error
* Apply fix
* Remove uneeded helper
2024-08-20 15:44:32 -04:00
