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9 commits

Author SHA1 Message Date
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
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet (#1926)
* 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
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Nico
1b654faf9a
Fixes issue with mapping values during the transactions import (#1327)
* Adds custom debounce timeout to autosubmit form controller

- There's a default debounce timeout based on element type
- You can parameterize debounce timeout on a data-attribute

* Adds corrections based on js_lint

* Restores sleep on test

---------

Co-authored-by: Nicolás Galdámez <nicolas.galdamez@unagisoftware.com>
2024-10-21 10:13:55 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* 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
2024-10-01 10:47:59 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files (#1099)
* Rename stimulus controller

* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Tony Vincent
cdbca5aff3
Allow CSV file upload in import flow (#986)
* Add .tool-versions to gitignore

* Add dropzone js for drag and drop file uploads

* UI for csv file uploads for import

* dropzone controller and use lucide_icon instead of svg

* Preview for file chosen

* File upload

* Remove dropzone

* Normalize I18n keys and fix lint issues

* Add system tests

* Cleanup

* Remove unwanted
2024-07-16 09:23:45 -04:00
Luke Hurst
cf23453d93
Fix bug where transactions were duplicated in import confirm (#941)
* Fix bug where transactions were duplicated in import confirm

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

* Update imports_test.rb

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

---------

Signed-off-by: Luke Hurst <hurstlj@umich.edu>
2024-07-03 17:44:35 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports (#708)
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
2024-05-17 09:09:32 -04:00