Zach Gollwitzer
2c2b600163
Improve speed of transactions page ( #1752 )
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* Make demo data more realistic
* Fix N+1 transactions query
* Lint fixes
* Totals query
* Consolidate stats calcs
* Fix preload
* Fix filter clearing
* Fix N+1 queries for family sync detection
* Reduce queries for rendering transfers
* Fix tests
* Remove flaky test
2025-01-31 19:08:21 -05:00
Zach Gollwitzer
ded42a8c33
Add back txn logos
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This reverts commit b78fd1d755
2025-01-30 15:31:16 -05:00
Zach Gollwitzer
b78fd1d755
Temporarily disable txn logos for performance
2025-01-30 14:17:25 -05:00
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits ( #1733 )
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* Preserve transaction filters across page visits
* Preserve params when per_page is updated
* Autofocus selected transactions
* Lint fixes
* Fix syntax error
* Fix filter clearing
* Update e2e tests for new UI
* Consolidate focus behavior into concern
* Lint fixes
2025-01-30 14:12:01 -05:00
Zach Gollwitzer
247d91b99d
Lazy load synth logos ( #1731 )
2025-01-28 12:03:43 -05:00
Zach Gollwitzer
de90b29201
Add RejectedTransfer model, simplify auto matching ( #1690 )
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* Allow transfers to match when inflow is after outflow
* Simplify transfer auto matching with RejectedTransfer model
* Validations
* Reset migrations
2025-01-27 16:56:46 -05:00
Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic ( #1625 )
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* Fix transfer matching logic
* Fix tests
2025-01-16 17:56:42 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 ( #1609 )
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* Budgeting V1
* Basic UI template
* Fully scaffolded budgeting v1
* Basic working budget
* Finalize donut chart for budgets
* Allow categorization of loan payments for budget
* Include loan payments in incomes_and_expenses scope
* Add budget allocations progress
* Empty states
* Clean up budget methods
* Category aggregation queries
* Handle overage scenarios in form
* Finalize budget donut chart controller
* Passing tests
* Fix allocation naming
* Add income category migration
* Native support for uncategorized budget category
* Formatting
* Fix subcategory sort order, padding
* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements ( #1585 )
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* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
2025-01-07 09:41:24 -05:00
Zach Gollwitzer
77def1db40
Nested Categories ( #1561 )
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* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
a4d10097d5
Preserve pagination on entry updates ( #1563 )
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* Preserve pagination on entry updates
* Test fix
2024-12-20 11:24:46 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
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* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries ( #1550 )
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* Handle nil name for entries
* Fix tests
2024-12-16 12:52:11 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
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* Add data enrichment
* Make data enrichment optional for self-hosters
* Add categories to data enrichment
* Only update category and merchant if nil
* Fix name overrides
* Lint fixes
2024-12-13 17:22:27 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
2024-12-12 08:56:52 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* Start tests rework
* Cash balance on schema
* Add reverse syncer
* Reverse balance sync with holdings
* Reverse holdings sync
* Reverse holdings sync should work with only trade entries
* Consolidate brokerage cash
* Add forward sync option
* Update new balance info after syncs
* Intraday balance calculator and sync fixes
* Show only balance for trade entries
* Tests passing
* Update Gemfile.lock
* Cleanup, performance improvements
* Remove account reloads for reliable sync outputs
* Simplify valuation view logic
* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
Zach Gollwitzer
a9daba16c1
Fix account activity view search
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2024-12-05 08:39:16 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
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* Consolidate entry controller logic
* Transaction builder
* Update trades controller to use new params
* Load account charts in turbo frames, fix PG overflow
* Consolidate tests
* Tests passing
* Remove unused code
* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies ( #1477 )
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2024-11-18 15:50:47 -05:00
Zach Gollwitzer
fcb95207d7
Limit transaction editing for crypto accounts
2024-11-18 12:49:03 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration ( #1433 )
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* Basic plaid data model and linking
* Remove institutions, add plaid items
* Improve schema and Plaid provider
* Add webhook verification sketch
* Webhook verification
* Item accounts and balances sync setup
* Provide test encryption keys
* Fix test
* Only provide encryption keys in prod
* Try defining keys in test env
* Consolidate account sync logic
* Add back plaid account initialization
* Plaid transaction sync
* Sync UI overhaul for Plaid
* Add liability and investment syncing
* Handle investment webhooks and process current day holdings
* Remove logs
* Remove "all" period select for performance
* fix amount calc
* Remove todo comment
* Coming soon for investment historical data
* Document Plaid configuration
* Listen for holding updates
2024-11-15 13:49:37 -05:00
Zach Gollwitzer
3ef67faf7e
Show search bar even when no results in entries
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Fixes #1449
2024-11-11 09:26:19 -05:00
Tony Vincent
e434ed0e1f
Add text-overflow: ellipsis property for account name display ( #1431 )
2024-11-07 08:42:51 -06:00
Zach Gollwitzer
2722254be9
Sync account after balance deletion
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- Fixes #1416
- Fixes timezone bugs in forms
2024-11-05 19:31:24 -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
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction ( #1393 )
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* Remove Description field
* Auto naming of tranfer transaction
* Fix transfer test
* Improve Transfer entries names
2024-11-01 08:58:19 -04:00
Nico
7946cd7819
Adds condition to skip link to transaction form if it's not editable ( #1394 )
2024-10-31 08:57:06 -04:00
Josh Pigford
5e2b932648
Use Synth logo for holdings
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2024-10-30 12:14:11 -04:00
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection ( #1392 )
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* Initial pass at Synth-based ticker selection
* Update _tickers.turbo_stream.erb
* Functional combobox display
* A few cleanup steps
* Linter
* Prevent long strings
* Another step towards functional combobox
* Deprecated files
* Custom Combobox implementation
* Lint
* Test suite fixes
* Lint
* Make direct use of mic codes
* Update splits
* Update trades_test.rb
2024-10-30 09:23:44 -04:00
Josh Pigford
7d8028b505
Stock filter ( #1376 )
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* Initial pass at stock filtering
* Rough in filter
* Cleaning up security listing
* Tweak to search function
* Combobox tweaks
* Clean up search query
* Update trades test with combobox
* Update securities.yml
2024-10-28 15:49:19 -04:00
Zach Gollwitzer
e5eb69bdc7
Fix hidden selection bars on account views
2024-10-28 11:29:52 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow ( #1324 )
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* Move accountable partials
* Split accountables into separate view partials
* Fix test
* Add form to permitted partials
* Fix failing system tests
* Update new account modal views
* New sync algorithm implementation
* Update account system test assertions to match new behavior
* Fix off by 1 date error
* Revert new balance sync algorithm
* Add missing account overviews
2024-10-18 14:37:42 -04:00
Josh Pigford
d4bfcfb6f4
Fix for transaction drawer securities missing prices
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Fixes #1321
2024-10-17 10:52:04 -05:00
Josh Pigford
1746533842
Default to "today" when entering a transactions and value entries
2024-10-10 12:24:20 -05:00
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view ( #1271 )
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* Add trade view
* Lint fix
* Fix stale placeholder variable
* Add holding view
2024-10-09 14:59:18 -04:00
Zach Gollwitzer
d2a6ab1e45
Hide currency for transfers ( #1260 )
2024-10-07 15:57:47 -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
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
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
cb13fd2245
Fix valuation frame issue ( #1162 )
2024-09-09 17:13:52 -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
1b6ce6af45
Improved UI warning states for holdings with missing data ( #1098 )
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* Fix security price issue flow
* Fix tooltip positioning and add tooltip for missing holding data
* Fix tooltip controller error with stale arrow target
* Lint fixes
2024-08-16 16:08:27 -04:00
Alexander Schrot
c70a08aca2
add pagination to account transactions list ( #1095 )
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* add pagination to account transactions list
* use global pagination partial
2024-08-16 09:00:05 -04:00
Zach Gollwitzer
94be117a02
Deposit, Withdrawal, and Interest Transactions for Investment View ( #1075 )
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* Trade and Transaction builders
* Consolidate logic
* Remove redundant fields from trade form
* Add deposit, withdrawal, and interest form controls
2024-08-09 20:11:27 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts ( #1066 )
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* Consolidate modal form structure into partial + helper
* Scaffold out trade transaction form
* Normalize translations
* Add buy and sell trade form with tests
* Move entryable lists to dedicated controllers
* Delegate entry group contents rendering
* More cleanup
* Extract transaction and valuation update logic from entries controller
* Delegate edit and show actions to entryables
* Trade builder
* Update paths for transaction updates
2024-08-09 11:22:57 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
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* Handle missing tickers in security price syncs
* Show combined cash and holdings value on account page
* Improve partial locals
2024-08-02 17:09:25 -04:00
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) ( #1039 )
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* User tickers as primary lookup symbol instead of isin
* Add security price provider
* Fetch security prices in bulk to improve sync performance
* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -04:00
Zach Gollwitzer
c70c8b6d86
Ensure transfer name is populated ( #1042 )
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* Ensure transfer name is populated
* Transfer amount fallback
2024-08-01 12:10:30 -04:00
