bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions ( #1359 )
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* allow filtering uncategorized transactions
* user can filter uncategorized transactions test
* rubocop linting
2024-10-25 09:37:05 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth ( #1364 )
2024-10-24 17:28:29 -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
Zach Gollwitzer
3c0fdd84ee
Fix mode bug
2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding ( #1328 )
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* 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
Josh Pigford
d4bfcfb6f4
Fix for transaction drawer securities missing prices
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Fixes #1321
2024-10-17 10:52:04 -05:00
Josh Pigford
4118cc8a31
Fix for scrollbars on alerts
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Fixes #1320
2024-10-17 10:16:34 -05:00
Guillem Arias Fauste
7f4c1755ef
add dashboard account pill tooltips ( #1315 )
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* 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
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
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. ( #1286 )
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* 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
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set ( #1262 )
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* 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
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 )
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* 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
5c7d2f2b01
Better import instructions, remove ambiguous field ( #1284 )
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* 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 )
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* 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
a2ab217925
Bug fixes for specialized account pages ( #1275 )
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* 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 )
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* Link to CSV imports
* Stale param
2024-10-09 15:22:08 -04:00
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view ( #1271 )
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* Add trade view
* Lint fix
* Fix stale placeholder variable
* Add holding view
2024-10-09 14:59:18 -04:00
Josh Pigford
f5cb13b42f
Padding tweak
2024-10-09 13:20:36 -05:00
Josh Pigford
3893060f8e
Early access ( #1272 )
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* Stubbing in early access
* Styling
* Title tweak
* Early access tweaks
Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point
* Lint
2024-10-09 13:17:58 -05:00
Zach Gollwitzer
54596d51f7
Fix account pill on dashboard ( #1270 )
2024-10-09 11:38:34 -04:00
Josh Pigford
ad52207a25
Lint
2024-10-09 09:12:07 -05:00
Josh Pigford
a33ba11ce9
Update password_reset.html.erb
2024-10-09 09:06:41 -05:00
Josh Pigford
47a43a888c
Make the password reset mailer a bit more...beefy
2024-10-09 09:03:21 -05:00
Josh Pigford
fc91a34691
Change to mobile-web-app-capable meta tag
2024-10-08 16:56:30 -05:00
Zach Gollwitzer
fd941d714d
Add loan and credit card views ( #1268 )
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* Add loan and credit card views
* Lint fix
* Clean up overview card markup
* Lint fix
* Test fix
2024-10-08 17:16:37 -04:00
Josh Pigford
31f3ff6a16
Billing ( #1269 )
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* Change env SELF_HOSTING_ENABLED to SELF_HOSTED
* Initial Stripe implementation
* Fix portal link
* Use webhook signatures
* Migrated to new Stripe gem conventions
Also updated resource routing
* Added faraday-multipart gem to resolve middleware notice
* Merge fix
* Merge fix
* Temporary upgrade prompt for early access
* Lint fix
* i18n fixes
* Remove catch-all rescue
* Update .env.example
2024-10-08 14:37:47 -05:00
Zach Gollwitzer
2f6479f058
Add empty states to account summary page ( #1265 )
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* Add empty states to account summary page
* Liability icon fix
* Normalize translations
* Clean up modal styles
* Account color updates
* Lint fixes
* Test fix
2024-10-08 13:00:35 -04:00
Josh Pigford
ffd54e4065
Intercom integration ( #1267 )
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* Intercom integration
Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.
* Update app/views/layouts/_sidebar.html.erb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Update app/views/pages/feedback.html.erb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Family = Company in Intercom
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-08 10:50:49 -05:00
Zach Gollwitzer
591d149da9
Finalize other assets and liabilities view ( #1264 )
2024-10-07 20:23:33 -04:00
Zach Gollwitzer
c397f1bd2b
Hide infinity trend percentage changes ( #1261 )
2024-10-07 16:20:36 -04:00
Zach Gollwitzer
d2a6ab1e45
Hide currency for transfers ( #1260 )
2024-10-07 15:57:47 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering ( #1240 )
2024-10-04 09:17:48 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions ( #1233 )
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* DB sessions
* Validations for profile image
2024-10-03 14:42:22 -04:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support ( #1226 )
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* Add basic date and time localization
* Normalize translations
* Localize transaction dates
* Removed unsupported Rails locales
2024-10-02 14:02:17 -04:00
Zach Gollwitzer
7fabca4679
Simplify self host settings controller ( #1230 )
2024-10-02 12:07:56 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) ( #1209 )
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* 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
