Zach Gollwitzer
2e09d1a8c0
Test fixes
2025-07-08 13:03:40 -04:00
Zach Gollwitzer
b7acef1e7a
Checkpoint
2025-07-08 10:25:16 -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
a67f36bf64
Prevent account deletions when account is linked to a Plaid Item ( #2218 )
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* Prevent account deletions when account is linked to a Plaid Item
* Only guard deletions in UI and controller, not at model level
2025-05-07 13:56:20 -04:00
Durgaswamy
db34f6d7a2
Fixes #2100 : this will fix the problem of text not visible in the modal when dark theme is set ( #2112 )
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* Fixes #2100 : added 'text-primary' in class , this will fix the problem of text not visible in dark theme inside the modals
* added text-primary in class for form fields
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-22 09:06:52 -04:00
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
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
Zach Gollwitzer
3c0fdd84ee
Fix mode bug
2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding ( #1328 )
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* Basic account onboarding
* Cleanup
2024-10-18 17:18:54 -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
Zach Gollwitzer
c744237b55
Allow cents in start balance for accounts
2024-10-11 12:43:50 -04:00
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 )
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* 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
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
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
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
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
