Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-07 22:45:20 +02:00
Code Issues Releases Activity Actions
949 commits 15 branches 29 tags 25 MiB
Commit graph

333 commits

Author SHA1 Message Date
Tony Vincent
278d04a73a
Fix registration fails silently when there are errors (#1455) 
* Fix registration fails silently with long passwords

* Add maxlength
 2024-11-11 09:41:17 -05:00
Zach Gollwitzer
31ecd3ccd4 Fix precision in money input 2024-11-11 09:39:32 -05:00
Zach Gollwitzer
3ef67faf7e Show search bar even when no results in entries 
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
Some checks failed
Publish Docker image / ci (push) Has been cancelled
Details
Publish Docker image / Build docker image (push) Has been cancelled
Details 
- Fixes #1416
- Fixes timezone bugs in forms
 2024-11-05 19:31:24 -05:00
Zach Gollwitzer
f2739b79fb Improve password reset flow, normalize translations
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Details
Publish Docker image / Build docker image (push) Blocked by required conditions
Details
2024-11-05 17:15:29 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms (#1406)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Details
Publish Docker image / Build docker image (push) Blocked by required conditions
Details 
* 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
Josh Pigford
793bd852a0
Family invites (#1397) 
* Initial pass at household invites

* Invitee setup

* Clean up add member form

* Lint and other tweaks

* Security cleanup

* Lint

* i18n fixes

* More i18n cleanup

* Show pending invites

* Don't use turbo on the form

* Improved email design

* Basic tests

* Lint

* Update onboardings_controller.rb

* Registration + invite cleanup

* Lint

* Update brakeman.ignore

* Update brakeman.ignore

* Self host invite links

* Test tweaks

* Address missing param error
 2024-11-01 10:23:27 -05:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction (#1393) 
* 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
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Details
Publish Docker image / Build docker image (push) Blocked by required conditions
Details
2024-10-30 12:14:11 -04:00
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection (#1392) 
* 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)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Details
Publish Docker image / Build docker image (push) Blocked by required conditions
Details 
* 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
Guillem Arias Fauste
3cd364af09
fix bulk action bar positioning (#1370) 
* fix bulk action bar positioning

* remove extra space
 2024-10-28 08:02:49 -04:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions (#1359) 
* allow filtering uncategorized transactions

* user can filter uncategorized transactions test

* rubocop linting
 2024-10-25 09:37:05 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth (#1364) 2024-10-24 17:28:29 -04:00
Zach Gollwitzer
d93fbbcaa8 Fix tooltip on charts 2024-10-24 12:06:42 -04:00
Josh Pigford
e6403fab70 Modal design tweaks 2024-10-24 10:16:24 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes (#1357) 
* Clean up env example files

* Fix duplicate category creations

* Fix duplicate tag and merchant creation

* Add initial valuation to imported accounts

* Add upgrade modal prompt

* Don't hide content on billing page

* Add temporary session for new customers

* Lint fixes

* Fix unused translations

* Fix system tests
 2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes (#1352) 
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
 2024-10-23 11:20:55 -04:00
Zach Gollwitzer
3c0fdd84ee Fix mode bug 2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding (#1328) 
* Basic account onboarding

* Cleanup
 2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324) 
* 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
c7c281073f
Impersonation (#1325) 
* Initial impersonation

* Impersonation audit

* Keep super admin separate

* Remove vscode settings

* Comment cleanup

* Comment out impersonation fixtures for now

* Remove unused controlelr

* Add impersonation testing (#1326)

* Add impersonation testing

* Remove unused method

* Update schema.rb

* Update brakeman

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-18 11:26:58 -05:00
Josh Pigford
d4bfcfb6f4 Fix for transaction drawer securities missing prices 
Fixes #1321
 2024-10-17 10:52:04 -05:00
Josh Pigford
4118cc8a31 Fix for scrollbars on alerts 
Fixes #1320
 2024-10-17 10:16:34 -05:00
Guillem Arias Fauste
7f4c1755ef
add dashboard account pill tooltips (#1315) 
* add dashboard account pill tooltips

* Update app/views/shared/_text_tooltip.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-10-16 13:14:43 -04:00
Tony Vincent
76decc06c3
Maintain order (#1318) 2024-10-16 12:09:52 -04:00
Zach Gollwitzer
c744237b55 Allow cents in start balance for accounts 2024-10-11 12:43:50 -04:00
Zach Gollwitzer
7dfd7408c7 Show correct precision on account page 2024-10-11 11:49:53 -04:00
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. (#1286) 
* Add additional subtypes and allow for None

* Add parens for consistency on 401

* Remove cryptocurrency investment subtype

* Handle nil value

* Use objects current subtype as the initial selection

* Remove "None" option to default to helper prompt

* Fix blank/none selection

* Only include blank if subtype is present

* Simplify investment subtype dropdown

* Improve depository subtype
 2024-10-10 21:23:56 -04:00
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set (#1262) 
* fix: default value if user's name isn't set

* chore: matched code style

* fix: i18n key for fallback greeting

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-10 18:03:47 -04:00
Arsen Shkrumelyak
77fc5caecf
Minor improvements to categories & changelog pages (#1274) 
* ui: change category badge border color

* ui/ux: use author's name in changelog

* ui: badge border 25% -> 30%
 2024-10-10 16:00:35 -04:00
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
Josh Pigford
1746533842 Default to "today" when entering a transactions and value entries 2024-10-10 12:24:20 -05:00
Zach Gollwitzer
aa16807c6c Allow institutions on edit account form 2024-10-10 11:43:28 -04:00
Zach Gollwitzer
dce9adb534 Add institution back as hidden field on account form 2024-10-10 11:39:50 -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
Guillem Arias Fauste
90278630ed
fix: amend inputs on loan, c.c., vehicle, and property partials (#1281) 
* fix: use number inputs on partial loan and credit card form views

* amend vehicle partial

* amend property inputs

* fix lint

* Update app/views/accounts/accountables/_credit_card.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

* Update app/views/accounts/accountables/_loan.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-10-10 10:45:17 -04:00
Guillem Arias Fauste
977da34efc
fix: use correct delimiter on credit card zero values (#1280) 2024-10-10 10:14:05 -04:00
Zach Gollwitzer
6288139a41 Fix loan term display 2024-10-09 18:34:20 -04:00
Zach Gollwitzer
a2ab217925
Bug fixes for specialized account pages (#1275) 
* Default for credit card fields

* Save institution on new account forms

* Fix property, vehicle, loan, credit card pages
 2024-10-09 17:20:38 -04:00
Zach Gollwitzer
b4d0fdbe0d
Link to CSV imports (#1273) 
* Link to CSV imports

* Stale param
 2024-10-09 15:22:08 -04:00
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view (#1271) 
* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
 2024-10-09 14:59:18 -04:00
Josh Pigford
f5cb13b42f Padding tweak 2024-10-09 13:20:36 -05:00
Josh Pigford
3893060f8e
Early access (#1272) 
* Stubbing in early access

* Styling

* Title tweak

* Early access tweaks

Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point

* Lint
 2024-10-09 13:17:58 -05:00
Zach Gollwitzer
54596d51f7
Fix account pill on dashboard (#1270) 2024-10-09 11:38:34 -04:00
Josh Pigford
ad52207a25 Lint 2024-10-09 09:12:07 -05:00