Josh Pigford
45935db5f3
Remove dependency on stock exchange table ( #1368 )
2024-10-25 13:09:02 -05:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions ( #1359 )
...
* allow filtering uncategorized transactions
* user can filter uncategorized transactions test
* rubocop linting
2024-10-25 09:37:05 -04:00
Josh Pigford
aa3342b0dc
Stock imports ( #1363 )
...
* Initial pass
* Marketstack data provider
* Marketstack data provider
* Refactor a bit
2024-10-24 16:36:50 -05:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth ( #1364 )
2024-10-24 17:28:29 -04:00
Zach Gollwitzer
ba49fea89a
Locale updates
2024-10-24 16:43:59 -04:00
Zach Gollwitzer
d93fbbcaa8
Fix tooltip on charts
2024-10-24 12:06:42 -04:00
Josh Pigford
e6403fab70
Modal design tweaks
2024-10-24 10:16:24 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
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* Clean up env example files
* Fix duplicate category creations
* Fix duplicate tag and merchant creation
* Add initial valuation to imported accounts
* Add upgrade modal prompt
* Don't hide content on billing page
* Add temporary session for new customers
* Lint fixes
* Fix unused translations
* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes ( #1352 )
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* 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
Josh Pigford
73e184ad3d
Stock Exchanges with seed ( #1351 )
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* Stock Exchanges with seed
* Run the seed file on migration
* Fix for enum column
2024-10-22 14:30:57 -05:00
Zach Gollwitzer
728b10d08e
Fix trade import mapping bug
2024-10-21 12:26:39 -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
3c0fdd84ee
Fix mode bug
2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding ( #1328 )
...
* 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
Josh Pigford
c7c281073f
Impersonation ( #1325 )
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* Initial impersonation
* Impersonation audit
* Keep super admin separate
* Remove vscode settings
* Comment cleanup
* Comment out impersonation fixtures for now
* Remove unused controlelr
* Add impersonation testing (#1326 )
* Add impersonation testing
* Remove unused method
* Update schema.rb
* Update brakeman
---------
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-18 11:26:58 -05:00
Ender Ahmet Yurt
4a3685f503
Redirect upload step ( #1323 )
...
* Redirect upload step
* Change redirect page regarding state of the import
2024-10-18 08:10:18 -05:00
Josh Pigford
d4bfcfb6f4
Fix for transaction drawer securities missing prices
...
Fixes #1321
2024-10-17 10:52:04 -05:00
Josh Pigford
4118cc8a31
Fix for scrollbars on alerts
...
Fixes #1320
2024-10-17 10:16:34 -05:00
Josh Pigford
61bf53f233
Rescue RecordNotUnique
...
Fixes #1319
2024-10-17 09:52:06 -05:00
Guillem Arias Fauste
7f4c1755ef
add dashboard account pill tooltips ( #1315 )
...
* add dashboard account pill tooltips
* Update app/views/shared/_text_tooltip.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
---------
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-10-16 13:14:43 -04:00
Tony Vincent
76decc06c3
Maintain order ( #1318 )
2024-10-16 12:09:52 -04:00
Zach Gollwitzer
f3bb80dde6
Fix pie chart
2024-10-14 17:21:51 -04:00
oxdev03
4ad28d6eff
Add BiomeJS for Linting and Formatting JavaScript relates to #1295 ( #1299 )
...
* chore: add formatting and linting for javascript code relates to #1295
* use spaces instaed
* add to recommended extensions
* only enforce lint
* auto save
2024-10-14 17:09:27 -04:00
Zach Gollwitzer
e357c0485f
Temp fix for Stimulus charts
2024-10-11 14:40:13 -04:00
Zach Gollwitzer
c744237b55
Allow cents in start balance for accounts
2024-10-11 12:43:50 -04:00
Zach Gollwitzer
7dfd7408c7
Show correct precision on account page
2024-10-11 11:49:53 -04:00
Zach Gollwitzer
8f8988c03a
Fix minified JS in prod for chart controller
2024-10-11 11:37:33 -04:00
Zach Gollwitzer
a21061fb56
Private method syntax fix in prod
2024-10-11 11:34:51 -04:00
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. ( #1286 )
...
* Add additional subtypes and allow for None
* Add parens for consistency on 401
* Remove cryptocurrency investment subtype
* Handle nil value
* Use objects current subtype as the initial selection
* Remove "None" option to default to helper prompt
* Fix blank/none selection
* Only include blank if subtype is present
* Simplify investment subtype dropdown
* Improve depository subtype
2024-10-10 21:23:56 -04:00
Zach Gollwitzer
3610c6cae7
Add observed holidays to sync exceptions
2024-10-10 19:29:20 -04:00
Zach Gollwitzer
79ca7e2039
Preserve negative sign on raw CSV values
2024-10-10 18:57:00 -04:00
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set ( #1262 )
...
* fix: default value if user's name isn't set
* chore: matched code style
* fix: i18n key for fallback greeting
---------
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-10 18:03:47 -04:00
Zach Gollwitzer
3399b74849
Handle market holidays during holding sync ( #1292 )
...
* Handle market holidays during holding sync
* Use informal holidays instead of custom override
2024-10-10 18:02:12 -04:00
Arsen Shkrumelyak
77fc5caecf
Minor improvements to categories & changelog pages ( #1274 )
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* ui: change category badge border color
* ui/ux: use author's name in changelog
* ui: badge border 25% -> 30%
2024-10-10 16:00:35 -04:00
Zach Gollwitzer
a20809eee3
When unassigned accounts in CSV import, always allow new account creation
2024-10-10 15:51:36 -04:00
Zach Gollwitzer
cd9f20747c
Allow inline account creation when importing CSV ( #1291 )
...
* Allow inline account creation when importing CSV
* Sanitize numeric inputs for CSV
* CSV import date validation
* Lint fix
2024-10-10 15:14:38 -04:00
Josh Pigford
1746533842
Default to "today" when entering a transactions and value entries
2024-10-10 12:24:20 -05:00
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
26bd655e4c
Add value tab to investments
2024-10-10 11:35:10 -04:00
Zach Gollwitzer
5c7d2f2b01
Better import instructions, remove ambiguous field ( #1284 )
...
* 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
Guillem Arias Fauste
90278630ed
fix: amend inputs on loan, c.c., vehicle, and property partials ( #1281 )
...
* fix: use number inputs on partial loan and credit card form views
* amend vehicle partial
* amend property inputs
* fix lint
* Update app/views/accounts/accountables/_credit_card.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
* Update app/views/accounts/accountables/_loan.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
---------
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-10-10 10:45:17 -04:00
Guillem Arias Fauste
977da34efc
fix: use correct delimiter on credit card zero values ( #1280 )
2024-10-10 10:14:05 -04:00
Zach Gollwitzer
6288139a41
Fix loan term display
2024-10-09 18:34:20 -04:00
Zach Gollwitzer
ff5408c131
Fix group trend color ( #1277 )
2024-10-09 18:20:45 -04:00
Zach Gollwitzer
0a303ccbd5
Fix currency formatting for 0 values ( #1276 )
...
* Fix currency formatting for 0 values
* Fix loan payment calculation for zero interest rate
2024-10-09 18:11:36 -04:00
Zach Gollwitzer
a2ab217925
Bug fixes for specialized account pages ( #1275 )
...
* Default for credit card fields
* Save institution on new account forms
* Fix property, vehicle, loan, credit card pages
2024-10-09 17:20:38 -04:00
Zach Gollwitzer
b4d0fdbe0d
Link to CSV imports ( #1273 )
...
* Link to CSV imports
* Stale param
2024-10-09 15:22:08 -04:00
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view ( #1271 )
...
* Add trade view
* Lint fix
* Fix stale placeholder variable
* Add holding view
2024-10-09 14:59:18 -04:00
