* 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
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.
Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:
- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
* Enhance Plaid connection management with re-authentication and error handling
- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states
* Remove redundant 'reconnect' localization for Plaid items
* 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
* 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>
Add where statement to account_transactions overview to only give transactions and not valuations
Signed-off-by: Jasper Delahaije <47220315+Repsay@users.noreply.github.com>
* 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
* 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
* Remove stale 1.0 import logic and model
* Fresh start
* Checkpoint before removing nav
* First working prototype
* Add trade, account, and mint import flows
* Basic working version with tests
* System tests for each import type
* Clean up mappings flow
* Clean up PR, refactor stale code, tests
* Add back row validations
* Row validations
* Fix import job test
* Fix import navigation
* Fix mint import configuration form
* Currency preset for new accounts
* Rough draft of issue system
* Simplify design
* Remove stale files from merge conflicts
* STI for issues
* Cleanup
* Improve Synth api key flow
* Stub api key for test
* Add sync model
* Fresh fixtures for sync tests
* Sync tests overhaul
* Fix entry tests
* Complete remaining model test updates
* Update system tests
* Update demo data task
* Add system tests back to PR checks
* More simplifications, add empty family to fixtures for easier testing
* Initial entryable models
* Update transfer and tests
* Update transaction controllers and tests
* Update sync process to use new entries model
* Get dashboard working again
* Update transfers, imports, and accounts to use Account::Entry
* Update system tests
* Consolidate transaction management into entries controller
* Add permitted partial key helper
* Move account transactions list to entries controller
* Delegate transaction entries search
* Move transfer relation to entry
* Update bulk transaction management flows to use entries
* Remove test code
* Test fix attempt
* Update demo data script
* Consolidate remaining transaction partials to entries
* Consolidate valuations controller to entries controller
* Lint fix
* Remove unused files, additional cleanup
* Add back valuation creation
* Make migrations fully reversible
* Stale routes cleanup
* Migrations reversible fix
* Move types to entryable concern
* Fix search when no entries found
* Remove more unused code
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
Introduces a basic CSV import module for bulk-importing account transactions.
Changes include:
- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
* Generate time series for rolling 30 day sum of income and spending
* Highlight accounts with most income and spending in the last 30 days
* Aggregate chips after 3 top accounts in insight card
* Refactor aggregation filter
I think this is easier to read and understand whats happening at a
glance
* Refactor and tidy
* Use family currency for insight cards
* Further reduce risk of sql injection
* Fix lint
* Refactor rolling total queries
* Add test for transaction snapshot
