Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) ( #904 )
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* Move Transaction to Account namespace
* Fix improper routes, improve separation of concerns
* Replace account transactions list partial with view
* Remove logs
* Consolidate transaction views
* Remove unused code
* Transfer style tweaks
* Remove more unused code
* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Tony Vincent
bbcd3881db
Fix #910 ( #917 )
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* Fix #910
* Unify helper for balance formatting in transactions and accounts views
* Remove obsolete method
* Rename helper method format_amount_by_curreny => totals_by_currency
2024-06-24 10:56:44 -04:00
Igor Carvalho
094128fef1
Fix issue #861 : Correct header selection logic in get_selected_header_for_field method ( #918 )
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The get_selected_header_for_field method was incorrectly using the entire field object instead of the field key to dig into the column_mappings hash. This caused an error when trying to retrieve the selected header for a field.
2024-06-24 10:31:21 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group ( #905 )
2024-06-24 06:49:08 -04:00
Jakub Kottnauer
3cae528dfd
Allow transfers based on transactions in different currencies ( #903 )
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* Allow transfers between transactions in different currencies
* Review fixes
2024-06-21 17:04:15 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) ( #901 )
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* Move Valuation to Account namespace
* Move account history to controller
* Clean up valuation controller and views
* Translations and cleanup
* Remove unused scopes and methods
* Pass brakeman
2024-06-21 16:23:28 -04:00
Jakub Kottnauer
0bc0d87768
Fix transfer note overflow style ( #902 )
2024-06-21 15:57:55 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
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* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Changelog page that pulls from Github Release notes (#867 )
* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
* Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880 )
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump mocha from 2.3.0 to 2.4.0 (#878 )
Bumps [mocha](https://github.com/freerange/mocha ) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump octokit from 8.1.0 to 9.1.0 (#877 )
Bumps [octokit](https://github.com/octokit/octokit.rb ) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump rails from `f9c847f` to `5d34172` (#879 )
Bumps [rails](https://github.com/rails/rails ) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](f9c847fac1...5d34172ff4#885 )
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* Ensure correct form's hidden input for selectedIds (#891 )
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* revert unnecessary changes
* revert unnecessary changes
* code review changes
* code review changes
* code review changes
* remove unused imports
* fix: unit tests
* remove border
* fix: transaction padding
* fix: transaction container height
---------
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Tony Vincent
1e0635b31a
Closes maybe-finance/maybe#843 ( #900 )
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Co-authored-by: Tony Yesudas <tony3vincent@icloud.com>
2024-06-21 10:51:36 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) ( #896 )
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* Move Transfer to Account namespace
* Fix partial resolution due to namespacing plurality
* Make category and tag controllers consistent with namespacing convention
* Update stale partial reference
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace ( #895 )
2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace ( #894 )
2024-06-20 08:15:09 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 ( #893 )
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* Rename accountable types
* Merge conflicts
* Fix broken tests
* Add back sidebar changes
2024-06-20 07:26:25 -04:00
ziraq young
778098ebb0
Ensure correct form's hidden input for selectedIds ( #891 )
2024-06-19 16:50:32 -04:00
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching ( #883 )
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* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Jakub Kottnauer
b462bc8f8c
Add merchant select when editing transaction ( #885 )
2024-06-18 08:54:25 -04:00
Mattia
5da34c4609
Changelog page that pulls from Github Release notes ( #867 )
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* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
2024-06-14 16:40:50 -04:00
Zach Gollwitzer
957584b69c
Clean up sync logic ( #871 )
2024-06-13 17:03:38 -04:00
Zach Gollwitzer
d0a15b8a98
Improve self hosting docs and UI ( #870 )
2024-06-13 16:19:05 -04:00
Zach Gollwitzer
9956a9540e
Add institution management and account editing controls ( #868 )
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* Add institution management
* Allow user to select institution on create or edit
* Improve redirect behavior
* Final cleanup
* i18n normalization
2024-06-13 14:37:27 -04:00
Zach Gollwitzer
8c1a7af37f
Allow for optional start date on account creation ( #866 )
2024-06-13 09:16:00 -04:00
Zach Gollwitzer
c5704ffd45
Improve account internal linking and redirect behavior ( #864 )
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* Fix transaction row link and overflow
* Allow user to access imports from account page
* Clean up accounts controller, add link to account page from settings
* Add link to accounts management from accounts summary page
* Cleanup styles
2024-06-11 18:47:38 -04:00
Zach Gollwitzer
8372e26864
Allow optional import fields ( #865 )
2024-06-11 18:46:44 -04:00
Zach Gollwitzer
a681e73fea
Enable bulk editing of transactions ( #846 )
2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1
Bulk transaction deletion ( #845 )
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* Clean up transaction show view, add delete button
* Clean up tailwind global styles, add switch
* Bulk deletion controller and tests
* Normalize translations
* Add bulk deletion button and form
2024-06-07 16:56:30 -04:00
Zach Gollwitzer
115f792198
Add bulk selection UI controls ( #840 )
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* Add bulk selection UI
* Handle bulk selection with Stimulus controller instead of session
* Update tests
* Remove stale routes
* Remove old system test helper methods
2024-06-07 12:44:06 -04:00
Zach Gollwitzer
bcbb37a146
Client-side validation for Decimal precision of 19,4 ( #821 )
2024-05-30 22:07:47 -04:00
Zach Gollwitzer
de53a50e45
Sync account after transaction import ( #820 )
2024-05-30 22:06:32 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup ( #817 )
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An overhaul and cleanup of the transactions feature including:
- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Jakub Kottnauer
6182a62573
Sort accounts in the sidebar ( #815 )
2024-05-28 13:22:04 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash ( #794 )
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* Fix foreign account sync crash
* Refactor synth provider and show UI error if not configured
* Generate error message on missing exchange rates while converting balances
* Ignore sync messaged in i18n-tasks unused
* Generate missing exchange rate error during entry normalization
* Update alert classes
2024-05-27 12:10:28 -04:00
Jakub Kottnauer
98f3f172a9
Validate transaction filtering params ( #810 )
2024-05-27 10:01:08 -04:00
pea-sys
0e15bda6eb
fix: png file can be selected as profile images ( #809 )
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Signed-off-by: pea-sys <49807271+pea-sys@users.noreply.github.com>
2024-05-26 08:55:31 -05:00
Jakub Kottnauer
6e59fdb369
Add tag preview when importing ( #800 )
2024-05-24 10:39:24 -04:00
Zach Gollwitzer
457247da8e
Create tagging system ( #792 )
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* Repro
* Fix
* Update signage
* Create tagging system
* Add tags to transaction imports
* Build tagging UI
* Cleanup
* More cleanup
2024-05-23 08:09:33 -04:00
Zach Gollwitzer
41c991384a
Fix duplicate category creation on import ( #791 )
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* Repro
* Fix
* Update signage
2024-05-22 10:02:03 -04:00
Jakub Kottnauer
77f166a5f8
Ignore empty categories while importing ( #789 )
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* Ignore empty categories while importing
* Review fixes
2024-05-22 08:12:56 -04:00
Jakub Kottnauer
ac27a1c87f
Move category dropdown menu content into a turbo frame ( #782 )
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* Move category dropdown menu content into a turbo frame
* Fix lint
* Review fixes
* Cleanup
* Review fixes
* Final cleanup
* Revert schema change
2024-05-22 06:31:25 -04:00
Jakub Kottnauer
32748b0632
Fix import crash with empty transaction name ( #783 )
2024-05-20 17:21:40 -04:00
Marco Kuper
444155c103
Fix issue with start_date not being set in account creation ( #781 )
2024-05-20 16:59:23 -04:00
Jakub Kottnauer
30c19b9d2e
Show an error notification if account cannot be manually synced ( #761 )
2024-05-20 10:34:48 -04:00
Jakub Kottnauer
34811d8fd8
Fix currency when importing to foreign accounts ( #762 )
2024-05-20 09:55:45 -04:00
Zach Gollwitzer
ac46c0c5a9
Fix income summary totals ( #759 )
2024-05-17 17:50:49 -04:00
Zach Gollwitzer
0d0f766ca1
Fix auto upgrade logic ( #758 )
2024-05-17 17:25:15 -04:00
Jakub Kottnauer
31ef3d85f5
Fix CSV import preview crash on empty values ( #756 )
2024-05-17 10:55:15 -04:00
Moses Gathuku
1bbfdee463
Prefer family currency preference than default currenty ( #755 )
2024-05-17 09:30:01 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports ( #708 )
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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
Jakub Kottnauer
3d9ff3ad2a
Add start balance to manual accounts ( #735 )
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* Add start_balance to accounts
* Add tests
* Cleanup
* Refactor code and add tests
* Update physical cash demo account to be manual
* Do not populate start_balance in migration
* Cleanup
* Review fixes
* Revert calc change
* Update app/models/exchange_rate.rb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
* Add test
* Fix syncable bug and update csv tests
---------
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-16 15:57:21 -04:00
Josh Pigford
daf7ff8ef4
Initial user should be an admin
2024-05-15 11:21:11 -05:00
Duy Le
943972690e
fix password resets ( #741 )
2024-05-13 13:23:24 -04:00
