Zach Gollwitzer
19cc63c8f4
Use Redis for ActiveJob and ActionCable ( #2004 )
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* Use Redis for ActiveJob and ActionCable
* Fix alwaysApply setting
* Update queue names and weights
* Tweak weights
* Update job queues
* Update docker setup guide
* Remove deprecated upgrade columns from users table
* Refactor Redis configuration for Sidekiq and caching in production environment
* Add Sidekiq Sentry monitoring
* queue naming fix
* Clean up schema
2025-03-19 12:36:16 -04:00
Vaibhav Agrawal
a7db914005
Update security price query in demo generator ( #2000 )
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2025-03-19 08:49:30 -04:00
Zach Gollwitzer
087dd720c1
Report ActionCable errors to Sentry
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2025-03-17 17:26:19 -04:00
Zach Gollwitzer
f65b93a352
Data provider simplification, tests, and documentation ( #1997 )
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* 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
dd75cadebc
Fix transaction filters when transfers are present ( #1986 )
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* Proper filtering of transfers in search
* Fix transaction search
2025-03-11 15:38:45 -04:00
Josh Pigford
ed55ef624b
Update billing settings view and locales
2025-03-11 13:00:34 -05:00
Zach Gollwitzer
f363fd4a4e
Fix incorrect totals calculation when family has loan payments ( #1984 )
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* Fix income totals calculation error when loan payments exist
* Include transaction totals in totals query
2025-03-11 12:37:57 -04:00
Zach Gollwitzer
b8a3ca7732
Fetch exchange rates for accounts that require conversion for net worth rollups ( #1983 )
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* Sync required exchange rates for accounts
* Refactor into concern
2025-03-11 10:10:28 -04:00
Zach Gollwitzer
7b751ac7ca
Do not prompt upgrades until user is logged in
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Fixes #1982
2025-03-11 09:11:40 -04:00
Josh Pigford
15d59959cf
Fix issue of syncing notice covering up user menu
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2025-03-10 11:20:58 -05:00
Zach Gollwitzer
a3cd5f4f1d
Format money for trade history in holdings drawer ( #1961 )
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* Format money for trade history in holdings drawer
* Fix broken tests
* Lint fix
2025-03-07 19:09:54 -05:00
Zach Gollwitzer
86bf47a32e
Ensure holdings are normalized to account currency
2025-03-07 18:02:08 -05:00
Zach Gollwitzer
5f8a3c9f50
Search securities with correct exchange mic
2025-03-07 17:48:26 -05:00
Zach Gollwitzer
eac5d5e663
Populate holdings for "offline" securities properly ( #1958 )
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* Placeholder logic for missing prices
* Generate holdings properly for "offline" securities
* Separate forward and reverse calculators for holdings and balances
* Remove unnecessary currency conversion during sync
* Clearer sync process
* Move price caching logic to dedicated model
* Base holding calculator
* Base calculator for balances
* Finish balance calculators
* Better naming
* Logs cleanup
* Remove stale data type
* Remove stale test
* Fix price lookup logic for holdings sync
* Fix Plaid item sync regression
* Remove temp logging
* Calculate cash and holdings series
* Add holdings, cash, and balance series dropdown for investments
2025-03-07 17:35:55 -05:00
Nikhil Badyal
26762477a3
Preference to set default_period ( #1941 )
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2025-03-07 10:05:54 -05:00
Zach Gollwitzer
372b64ffea
Fix Plaid sync error when current balance is null
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2025-03-05 16:02:07 -05:00
Zach Gollwitzer
9627a6bf6f
Add tagged logging to sync process ( #1956 )
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* Add tagged logging to sync process
* Reduce logging in syncer
* Typo
2025-03-05 15:38:31 -05:00
Josh Pigford
cffafd23f0
Logger cleanup
2025-03-05 13:44:56 -06:00
Josh Pigford
f7fa8fa085
Disable turbo on login forms
2025-03-05 13:32:53 -06:00
Josh Pigford
28bfcda50a
Temporary additional logging to continue debugging MFA issues
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2025-03-05 13:20:36 -06:00
Josh Pigford
e49bda4a2e
Another attempt at fixing MFA issues
2025-03-05 13:10:53 -06:00
Josh Pigford
071ad52c7f
Potential fix for MFA login issues
2025-03-05 13:04:45 -06:00
Zach Gollwitzer
381e39bea8
Fix: Purge stale holdings from accounts during sync ( #1954 )
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* Fix: Purge stale holdings from accounts during sync
* Fix typo
* Prevent Plaid holding deletions
2025-03-05 12:21:17 -05:00
Zach Gollwitzer
e384369cfb
Adjust graph intervals to show more data
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Fixes #1948
2025-03-05 10:20:02 -05:00
Zach Gollwitzer
8d0509fda0
Conditionally show commit sha
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Fixes #1951
2025-03-05 10:15:12 -05:00
Zach Gollwitzer
cf59fe45e7
Fix ticker filling when Synth is connected ( #1950 )
2025-03-05 09:30:47 -05:00
Zach Gollwitzer
0544089710
Account-level import configuration templates ( #1946 )
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* Account-level import configuration templates
* Default import to family's preferred date format
2025-03-04 13:10:01 -05:00
Bryan McKnight
cf0e573533
Fix modal closing on color picker drag #1869 ( #1931 )
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* Replaced data-action click event with data-action mousedown to prevent the modal from hiding on mouse up whenever mouse down starts within the modal
* Changed click events to mousedown within dialog elements to trigger the closing of the element
2025-03-03 16:37:12 -05:00
Zach Gollwitzer
c5da8ea550
Allow CSV imports to be configured with single or multi-account mode ( #1943 )
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* Allow CSV imports to be configured to a single account or multiple accounts
* Initialize import directly from accounts page
* Fix brakeman warnings
* Fix schema
* Fix Synth check
2025-03-03 12:47:30 -05:00
Zach Gollwitzer
e907b073ed
Fix time period key conflicts ( #1944 )
2025-03-03 12:47:20 -05:00
Tony Vincent
4c4a4026c4
fix: Bug - Transcation Matching Dialog isn't Opening ( #1942 )
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2025-03-03 11:34:03 -05:00
Zach Gollwitzer
4d0df9b950
Escape quotations in CSV imports properly ( #1929 )
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* Parse quotes in imports
* Update invalid CSV for test
2025-02-28 12:21:07 -05:00
Zach Gollwitzer
7c66f16750
Invert liability graphs to have correct signage ( #1928 )
2025-02-28 12:17:25 -05:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet ( #1926 )
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* Simplify provider concerns
* Update tests
* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
Tony Vincent
624faa10d0
fix: Don't show Billings on settings navbar when self-hosted ( #1912 )
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* Do not show billing settings navbar item when self hosted
* Do not show billing settings navbar item when self hosted
* Add condition to settings helper
* Let Stripe::AuthenticationError bubble up
2025-02-28 09:35:00 -05:00
Zach Gollwitzer
9138bd2b76
Allow offline trade tickers ( #1925 )
2025-02-28 09:34:14 -05:00
Zach Gollwitzer
882857fcf0
Add transitions to buttons and other common design system elements ( #1924 )
2025-02-28 09:29:07 -05:00
Zach Gollwitzer
d6793dec05
Fix import configuration form so number format is applied ( #1923 )
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* Fix number format form error when loading import
* Add test to verify import configuration was properly applied
2025-02-28 08:36:57 -05:00
Zach Gollwitzer
e771c8c1df
Fix value wrapping on account balance in sidebar ( #1922 )
2025-02-28 08:35:14 -05:00
Tony Vincent
fae781e1be
Make tags scrollable again ( #1921 )
2025-02-28 07:53:05 -05:00
Tony Vincent
8208722247
Feat: Data "reset" button ( #1913 )
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* feat: Allow admins to delete family data
* feat: Allow self-hosting users to delete cached data
* Remove system tests
2025-02-28 07:49:12 -05:00
Harshit Chaudhary
f7064fd4dd
fixed example account balance ( #1910 )
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2025-02-26 15:13:51 -05:00
Zach Gollwitzer
c610b0ba4b
Dashboard design fixes ( #1898 )
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* Dashboard design fixes
* Update dashboard greeting
* Remove sidebar toggle from settings breadcrumbs
* Autofocus and outlines for category dropdowns
* Lint fixes
2025-02-25 17:28:40 -05:00
Josh Pigford
a4874815a6
Add breadcrumbs support across application ( #1897 )
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* Add breadcrumbs support across application
Fixes #1896
* Potential fix for tests
* Simplify breadcrumbs implementation
Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name
* Refactor page header and breadcrumbs rendering
Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs
* Add fallback breadcrumbs rendering to settings layout
2025-02-25 10:14:07 -06:00
Josh Pigford
763e222cdd
Add Sentry user context to authentication concern
2025-02-25 08:48:26 -06:00
Zach Gollwitzer
f5ff5332d5
Fix parent category sums in budget ( #1894 )
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2025-02-24 12:51:13 -05:00
Zach Gollwitzer
0dea36ec7d
Fix bulk edit drawer height
2025-02-24 12:48:03 -05:00
Syed Bariman Jan
95989a6c9b
Add new category flow ( #1857 )
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* resolve git issue
* Add new category flow
* Improve contrast checker
* make error message small
* update ui to match figma design
* realign color picker
* changes
* rename color picker controller to new category controller
* cleanup code
* cleanup code
* resize and realign icon avatar
* Fix js lint errors
Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>
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Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>
2025-02-24 11:08:05 -05:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports ( #1822 )
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* Add exchange and currency fields to trade imports
* Add exchange_operating_mic support for trade imports - Added required columns and updated models
* refactor: remove exchange and currency columns
* fix: consolidate import schema and remove redundant columns
* feat: Enhance trade import with exchange_operating_mic support
* Revert changes to existing migration
* Simplify migration to use change method
* Restore previously deleted migration
* Remove unused import_col_labels method
* Update schema.rb after running migrations
* Update trade_import.rb and fix schema.rb with db:migrate:reset
* fix: improve trade import security creation
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Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00
Josh Pigford
ce12e5b5c7
Remove inter-font from early access layout
2025-02-21 11:45:57 -06:00
