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15 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
8c97c9d31a
Consolidate and simplify account pages (#2462)
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* Remove ScrollFocusable

* Consolidate and simplify account pages

* Lint fixes

* Fix tab param initialization

* Remove stale files

* Remove stale route, make accountable routes clearer
2025-07-18 05:52:18 -04:00
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing (#2427)
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* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
2025-07-03 09:33:07 -04:00
Zach Gollwitzer
4b50acff2b
Replace sync spinners with pulse animation (#2413)
* Replace sync spinners with pulse animation

* Remove dev code
2025-06-25 16:51:30 -04:00
Zach Gollwitzer
10ce2c8e23
Balance sheet cache layer, non-blocking sync UI (#2356)
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* Balance sheet cache layer with cache-busting

* Update family cache timestamps during Sync

* Less blocking sync loaders

* Consolidate family data caching key logic

* Fix turbo stream broadcasts

* Remove dev delay

* Add back account group sorting
2025-06-10 18:20:06 -04:00
Zach Gollwitzer
4044a8519f Add account sync button back to self hosted instances
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2025-06-09 11:35:59 -04:00
Zach Gollwitzer
9e6e4b1ce6 Only run Plaid syncs via webhook after initial sync
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2025-05-12 18:55:19 -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
f65b93a352
Data provider simplification, tests, and documentation (#1997)
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
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
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
6996a225ba
Add post-sync UI stream updates (#1482)
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* Add post-sync UI stream updates

* Fix stream channel id
2024-11-20 16:46:06 -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
Tony Vincent
e434ed0e1f
Add text-overflow: ellipsis property for account name display (#1431) 2024-11-07 08:42:51 -06:00
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