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379 commits

Author SHA1 Message Date
Josh Pigford
f5cb13b42f Padding tweak 2024-10-09 13:20:36 -05:00
Josh Pigford
3893060f8e
Early access (#1272)
* 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
0afab5296c Email sender 2024-10-09 08:37:45 -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)
* 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
9263dd3bbe Allow promo codes in checkout 2024-10-08 15:19:23 -05:00
Josh Pigford
31f3ff6a16
Billing (#1269)
* 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
Josh Pigford
41dff228e8 Crop profile images 2024-10-08 14:25:34 -05:00
Josh Pigford
3461182725 Ensure self hosted for invite code listing 2024-10-08 12:36:06 -05:00
Zach Gollwitzer
2f6479f058
Add empty states to account summary page (#1265)
* 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)
* 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
24d3c0243f
Handle missing weekend stock prices in sync process (#1242)
* Don't append missing prices if already known

* Add failing test

* Handle weekend stock prices

* Fix tests and gapfill logic
2024-10-04 14:19:45 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering (#1240) 2024-10-04 09:17:48 -04:00
Zach Gollwitzer
73d61fc990
Fix signage on transaction imports (#1236) 2024-10-03 14:59:24 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions (#1233)
* DB sessions

* Validations for profile image
2024-10-03 14:42:22 -04:00
Zach Gollwitzer
82c298307d
Add formatting for EUR locales (#1231)
* Add formatting for EUR locales

* Fix formatting assertion for EUR in english locales
2024-10-03 10:25:38 -04:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)
* 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
c3c0ab3530
Fix incorrect partial sync balance generation (#1223) 2024-10-01 13:15:24 -04:00
Alter Lagos
fa3b1e016c
Sort currencies by name as a second order (#1216) 2024-10-01 10:48:39 -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
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)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* Update empty account states on dashboard

* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
04037b8943
Consolidate transaction menu items (#1164)
* 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)
* 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