Zach Gollwitzer
5eb5ec7aef
fix: Plaid webhook verification ( #1824 )
...
* Fix Plaid webhook verification
* Fix client creation in webhook controller
2025-02-07 10:35:42 -05:00
Josh Pigford
842e37658c
Multi-factor authentication ( #1817 )
...
* Initial pass
* Tests for MFA and locale cleanup
* Brakeman
* Update two-factor authentication status styling
* Update app/models/user.rb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Refactor MFA verification and session handling in tests
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-02-06 14:16:53 -06:00
Josh Pigford
cf014bc24f
Reduce Sentry sample rate
2025-02-05 11:33:59 -06:00
Zach Gollwitzer
15e8281d46
Remove thread allocation from catch-all queue
2025-02-04 13:39:52 -05:00
Zach Gollwitzer
283d9cd8e2
Fix GoodJob config syntax
2025-02-04 13:29:27 -05:00
Zach Gollwitzer
3e06017ae1
Use correct config scope for GoodJob
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-04 13:21:10 -05:00
Josh Pigford
058830591f
Increase database connection pool size
2025-02-04 12:07:46 -06:00
Josh Pigford
32d826c047
Increase good_job threads
2025-02-04 12:06:05 -06:00
Josh Pigford
983729cbdf
Logtail
2025-02-03 19:49:41 -06:00
scodes73
f57fa526af
Fix: make date format year consistent overall #1712 ( #1726 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Fix: make date format year consistent overall
* chore: Consolidating all date formatting options
* adding disabled condition back to mint import
* chore: Moving formats from helper to models/family.rd
* Adding date_format_label to the en translation for import/configurations
* nit: making changes to use individual translations
2025-02-03 11:19:56 -05:00
Josh Pigford
4bf72506d5
Initial pass at Plaid EU ( #1555 )
...
* Initial pass at Plaid EU
* Add EU support to Plaid Items
* Lint
* Temp fix for rubocop isseus
* Merge cleanup
* Pass in region and get tests passing
* Use absolute path for translation
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-01-31 12:13:58 -06:00
Josh Pigford
41873de11d
Allow users to update their email address ( #1745 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Change email address
* Email confirmation
* Email change test
* Lint
* Schema reset
* Set test email sender
* Select specific user fixture
* Refactor/cleanup
* Remove unused email_confirmation_token
* Current user would never be true
* Fix translation test failures
2025-01-31 11:29:49 -06:00
Josh Pigford
46e86a9a11
Pass in user role to Intercom
2025-01-31 10:34:20 -06:00
Josh Pigford
0696e1f2f7
Add/remove members and invitations ( #1744 )
...
* Add/remove members and invitations
* Lint
2025-01-30 13:13:37 -06:00
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits ( #1733 )
...
* 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
de90b29201
Add RejectedTransfer model, simplify auto matching ( #1690 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
7e0ec4bd8f
Report good job connection errors to Sentry
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-01-24 13:52:40 -05:00
Zach Gollwitzer
3140835f28
Adjust queues to prioritize account syncs ( #1682 )
2025-01-24 13:39:08 -05:00
Josh Pigford
e4a374772a
Increased expiration time on storage to prevent broken images as well as implement a fix for R2/S3 conflicts.
2025-01-23 10:11:09 -06:00
Zach Gollwitzer
8c8e972dc8
Bump to v0.3.0
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-17 17:01:26 -05:00
Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic ( #1625 )
...
* Fix transfer matching logic
* Fix tests
2025-01-16 17:56:42 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 ( #1609 )
...
* 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 )
...
* 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 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users ( #1552 )
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
2024-12-17 09:58:08 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries ( #1550 )
...
* Handle nil name for entries
* Fix tests
2024-12-16 12:52:11 -05:00
Zach Gollwitzer
9130089950
Make data enrichment opt-in
2024-12-16 10:37:59 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* 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
bac2e64c19
Bump to v0.2.0
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-12-13 12:16:21 -05:00
Zach Gollwitzer
4866a4f8e4
Increase cache time for upgrades
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Fixes #1525
2024-12-12 15:14:54 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
...
* 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
d592495be5
Fix sync error when security missing
2024-12-02 10:53:16 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* 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
fcb95207d7
Limit transaction editing for crypto accounts
2024-11-18 12:49:03 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users ( #1476 )
...
* Fix redirect 404 bug
* Make encryption optional for self-hosters
* Fix test
2024-11-18 10:47:05 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration ( #1433 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
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
3ef67faf7e
Show search bar even when no results in entries
...
Fixes #1449
2024-11-11 09:26:19 -05:00
Zach Gollwitzer
56ab092f6b
Bump to v0.2.0-alpha.2
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-11-08 14:55:56 -05:00
Zach Gollwitzer
f2739b79fb
Improve password reset flow, normalize translations
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2024-11-05 17:15:29 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms ( #1406 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
alekseyp
12e4f1067d
Update en.yml ( #1401 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
Signed-off-by: alekseyp <aleksey.potaneyko@gmail.com>
2024-11-01 15:01:47 -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
Josh Pigford
7d8028b505
Stock filter ( #1376 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
Josh Pigford
45935db5f3
Remove dependency on stock exchange table ( #1368 )
2024-10-25 13:09:02 -05:00
Zach Gollwitzer
b75b41a5e2
Bump to v0.2.0-alpha.1
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-25 09:37:50 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth ( #1364 )
2024-10-24 17:28:29 -04:00
Zach Gollwitzer
89e107e36c
Remove good job dashboard route
2024-10-24 15:56:58 -04:00
