Jestin Palamuttam
23786b444a
Fix: Escape button not being handled on settings pages ( #1210 )
...
* fix: escape button handler
* feat: location logic for settings page
* fix: linting errors
* fix: linting error
* refactor: settings test
2024-09-30 17:28:15 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha ( #1194 )
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* Finalize profile settings page
* Translations
* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers ( #1191 )
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* Finalize transaction drawer, simplify money form helpers
* Fix money form errors
* Reusable disclosure helper, fix styles
* Final style tweaks
2024-09-20 08:38:19 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters ( #1189 )
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* Add type filters to transaction search
* Add amount filter
2024-09-17 10:38:02 -04:00
Tony Vincent
e06f0c76f9
Add error handling for vehicle and property account creation ( #1179 )
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* add error handling for vehicle and property account creation
* Add required true for money_field
* Remove rescue in controllers
2024-09-17 10:37:09 -04:00
Zach Gollwitzer
aa6d755402
Fix styles on import modal ( #1188 )
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* Fix styles on import modal
* Remove stale translations
2024-09-16 19:18:07 -04:00
Zach Gollwitzer
d3d9af8bce
Add basic self hosted onboarding ( #1177 )
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* Add basic self hosted onboarding
* Lint fix
* Normalize translations
2024-09-13 17:24:19 -04:00
Zach Gollwitzer
0149ca4ea1
Transaction page design fixes ( #1176 )
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* Fix transaction summary spacing
* Fix search input padding
* Search and transfer design fixes
2024-09-13 15:43:16 -04:00
Zach Gollwitzer
30f7c120e1
Allow partial investment quantities ( #1174 )
2024-09-13 11:45:27 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -04:00
Zach Gollwitzer
c28dd8f940
Omit trend if zero in sidebar ( #1173 )
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* Omit trend if zero in sidebar
* Lint fix
2024-09-13 11:28:47 -04:00
Tony Vincent
277e4476d9
Fix missing sync_all_button partial ( #1172 )
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* Fix missing sync_all_button partial
* Add missing translation
* Bring back partial
* Unify button text translation
* Add test
2024-09-13 11:19:20 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page ( #1169 )
2024-09-11 17:24:01 -04:00
Tony Vincent
edf44bec03
Add setting to disable new user registration on self-hosted instances ( #1163 )
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* Add clipboard stimulus controller
* Add invite codes controller
* Setting to force invite code for new signups
* Fix erb linter
* Normalize keys
* Add POST /invite_codes
* Cleanup clipboard_controller.js
* Create invite codes on-demand
* Design changes
* Style alignment
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Split into individual forms
* Fix missing styles
* Update app/javascript/controllers/clipboard_controller.js
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Fix test
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Jestin Palamuttam
5178928b68
fix: html dialog not closing ( #1167 )
2024-09-11 09:24:38 -04:00
Zach Gollwitzer
ac0ff35360
Update empty account states on dashboard ( #1166 )
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* Update empty account states on dashboard
* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
04037b8943
Consolidate transaction menu items ( #1164 )
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* Fix valuation frame issue
* Consolidate transactions menu items
* Translations
2024-09-10 14:45:08 -04:00
Zach Gollwitzer
cb13fd2245
Fix valuation frame issue ( #1162 )
2024-09-09 17:13:52 -04:00
Zach Gollwitzer
eebc07d75e
Feedback page ( #1160 )
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* Add feedback page
* Only show latest release on changelog
* Constrain changelog height
* Ignore sanitization warning for Github content
* Add cassette for Github release notes
* Lint fix
2024-09-09 16:54:56 -04:00
Zach Gollwitzer
0db75a019b
Revert "Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )" ( #1155 )
...
This reverts commit 9172eb931b
2024-09-06 11:37:25 -04:00
Tony Vincent
9172eb931b
Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )
2024-09-06 08:52:26 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily ( #1136 )
2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements ( #1135 )
2024-08-27 17:06:41 -04:00
Zach Gollwitzer
f82ce59dad
Fix merchants color picker ( #1134 )
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* Fix merchants color picker
* Lint fixes
2024-08-26 19:18:27 -04:00
Zach Gollwitzer
de9723d63a
Fix file upload UI opening twice ( #1119 )
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* Fix file selector opening twice
* rename click() method
* Remove unused method
* Credit original author
Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>
---------
Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>
2024-08-23 10:30:08 -04:00
Zach Gollwitzer
359bceb58e
Vehicle view ( #1117 )
2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View ( #1116 )
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* Add backend for property account details
* Rubocop updates
* Add property form with details
* Revert "Rubocop updates"
This reverts commit 05b0b8f3a4
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
4433488562
Fix holding name error ( #1113 )
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* Add optional debugger to bin/dev script
* Fix holding naming
2024-08-20 17:35:23 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files ( #1099 )
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* Rename stimulus controller
* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data ( #1098 )
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* Fix security price issue flow
* Fix tooltip positioning and add tooltip for missing holding data
* Fix tooltip controller error with stale arrow target
* Lint fixes
2024-08-16 16:08:27 -04:00
Alexander Schrot
4527482aa2
Add support for different column separator in csv import logic ( #1096 )
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* add col_sep to import model
* add validation for col_sep column
* add col_sep option to csv import model
* make use of col_sep option in import model
* add column separator field to new/edit action of an import
* add col_sep parameter to create/update action
* fix spacing between fields
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
---------
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-16 14:00:16 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides ( #1090 )
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* 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
2024-08-16 12:13:48 -04:00
Alexander Schrot
c70a08aca2
add pagination to account transactions list ( #1095 )
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* add pagination to account transactions list
* use global pagination partial
2024-08-16 09:00:05 -04:00
Zach Gollwitzer
94be117a02
Deposit, Withdrawal, and Interest Transactions for Investment View ( #1075 )
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* Trade and Transaction builders
* Consolidate logic
* Remove redundant fields from trade form
* Add deposit, withdrawal, and interest form controls
2024-08-09 20:11:27 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts ( #1066 )
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* Consolidate modal form structure into partial + helper
* Scaffold out trade transaction form
* Normalize translations
* Add buy and sell trade form with tests
* Move entryable lists to dedicated controllers
* Delegate entry group contents rendering
* More cleanup
* Extract transaction and valuation update logic from entries controller
* Delegate edit and show actions to entryables
* Trade builder
* Update paths for transaction updates
2024-08-09 11:22:57 -04:00
Tony Vincent
f315370512
Add stimulus tooltip controller ( #1065 )
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* Add Tooltip Stimulus controller
* Add test for tooltip
* Remove comma
* Normalize translations
* Use floating-ui instead popper
* Use component classes
* Increase cross axis value
* Cleanup
* Update app/views/accounts/show.html.erb
Use correct tailwind class
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Use default values for options
* Remove tooltip global variable
* Add arrow target
* Remove unused method
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-08 06:53:27 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
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* Handle missing tickers in security price syncs
* Show combined cash and holdings value on account page
* Improve partial locals
2024-08-02 17:09:25 -04:00
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) ( #1039 )
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* User tickers as primary lookup symbol instead of isin
* Add security price provider
* Fetch security prices in bulk to improve sync performance
* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -04:00
Zach Gollwitzer
c70c8b6d86
Ensure transfer name is populated ( #1042 )
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* Ensure transfer name is populated
* Transfer amount fallback
2024-08-01 12:10:30 -04:00
Mikhail Wahib
0a21c92643
fix: long emails overflow in account menu dropdown ( #1034 )
2024-07-31 12:24:01 -04:00
Zach Gollwitzer
76dd5e57fb
Set minimum supported date for account entries ( #1023 )
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* Set minimum supported date for account entries
* Fix validation proc
* Fix date input in system tests
2024-07-26 10:47:27 -04:00
Zach Gollwitzer
701e17829d
Fix currency formatting in pie chart visualization ( #1022 )
2024-07-26 10:36:29 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views ( #1000 )
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* Add holdings tab to account view
* Basic portfolio UI
* Cleanup
* Handle missing holding data
* Remove synced at (implemented in separate pr)
* translations
* Tweak post sync streams
* Remove stale methods from merge conflict
2024-07-25 16:46:04 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login ( #1021 )
2024-07-25 12:51:50 -04:00
Tony Vincent
e7dc6b88ea
Bump pagy with breaking changes fix ( #1016 )
2024-07-22 09:49:53 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides ( #998 )
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* Add help articles
* Broadcast sync messages as notifications
* Lint fixes
* more lint fixes
* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference ( #994 )
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* Add default currencies to forms based on preference
* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
e51806b98b
More composable forms ( #989 )
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* Make forms more composable, opt-in to form builder
* Remove unused method
* Simpler money input controls
* Add in new form styling to imports
* Lint fixes
* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Tony Vincent
cdbca5aff3
Allow CSV file upload in import flow ( #986 )
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* 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
Zach Gollwitzer
34e03c2d6a
Make balance editing easier ( #976 )
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* Make balance editing easier
* Translations
* Fix money input option
* Fix balance sync logic
* Rework balance update flow
2024-07-12 13:47:39 -04:00
