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38 commits

Author SHA1 Message Date
Josh Pigford
45935db5f3
Remove dependency on stock exchange table (#1368) 2024-10-25 13:09:02 -05:00
Zach Gollwitzer
b75b41a5e2
Bump to v0.2.0-alpha.1
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-25 09:37:50 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth (#1364) 2024-10-24 17:28:29 -04:00
Josh Pigford
07264e86cb Add accounts count to Intercom 2024-10-19 14:54:51 -05:00
Zach Gollwitzer
d9f11e002a
Release v0.1.0
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-11 13:15:46 -04:00
Josh Pigford
6b46831199 Intercom data update 2024-10-10 10:59:06 -05:00
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
9ebcb6fc41
Bump to v0.1.0-alpha.18
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-04 15:09:58 -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
Zach Gollwitzer
52d3528361
Bump to v0.1.0-alpha.17
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-09-13 17:24:46 -04:00
Zach Gollwitzer
52c729dc33
Bump to v0.1.0-alpha.16
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-23 10:39:14 -04:00
Zach Gollwitzer
e6528bafec
Bump to v0.1.0-alpha.15
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-16 16:09:37 -04:00
Zach Gollwitzer
f3c44464be
Update version.rb
Bump to v0.1.0-alpha.14

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-09 17:42:48 -04:00
Zach Gollwitzer
edda5cb35b
Bump to v0.1.0-alpha.13
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-02 17:10:16 -04:00
Zach Gollwitzer
dfc7e1c30c
Bump to v0.1.0-alpha.12
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-26 10:48:21 -04:00
Zach Gollwitzer
c0e0c2bf62
Bump to v0.1.0-alpha.11
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-19 16:09:05 -04:00
Zach Gollwitzer
744ffb68aa
Bump to v0.1.0-alpha.10
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-12 18:38:17 -04:00
Zach Gollwitzer
cea90252c8
Bump to v0.1.0-alpha.9
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-05 14:16:41 -04:00
Zach Gollwitzer
320954282a
Bump to v0.1.0-alpha.8
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-28 17:22:26 -04:00
Zach Gollwitzer
62d5df795b
Bump to v0.1.0-alpha.7
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-21 17:04:59 -04:00
Zach Gollwitzer
773cd0da71
Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-14 16:50:08 -04:00
Zach Gollwitzer
87a40aafeb
Bump to v0.1.0-alpha.5
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-07 19:29:01 -04:00
Zach Gollwitzer
28524b3f08
Bump to v0.1.0-alpha.4 (#822) 2024-05-31 14:09:12 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Zach Gollwitzer
8f356656fc
Bump to v0.1.0-alpha.3 (#806) 2024-05-24 14:24:03 -04:00
Zach Gollwitzer
5fa34b4111 Bump to v0.1.0-alpha.2 2024-05-17 18:20:19 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Josh Pigford
21e2d05d0c Sentry 2024-04-08 11:29:11 -05:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Zach Gollwitzer
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
2024-03-19 09:10:40 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -04:00
Zach Gollwitzer
0fe9b6d34a
Add Money and Money Series (#505)
* Add Money class

* Standardize creation of money series

* Formatting

* Fix test
2024-03-01 17:17:34 -05:00
Sriram
7e883c4439
Update hard-coded currency UI with currency specific params (#488)
* Update hard-coded currency UI with currency specific params

* Rename extension methods to match currency option names; Move cents extension to numeric class extension

* Use currency's precision to show the cents part in accounts show page

---------

Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 09:40:48 -05:00
Sriram
1968fb0145
Add currency to account form to support multiple currencies (#481)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-26 09:50:38 -05:00
Josh Pigford
aa351ae616
Multi-currency support (#425)
* Initial foundational pass at multi-currency

* Default format currency

* More work on currency and exchanging

* Re-build currencies on change

* Currency import/setup

* Background job overhaul + cheaper OXR plan support

* Lint fixes

* Test fixes

* Multi-currency setup instructions

* Allow decimals in the balance field

* Spacing fix for form

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2024-02-10 16:18:56 -06:00
Nidhi Sarvaiya
1182ab39bd
Integrate money-rails gem (#268)
* Integrate money-rails gem

* Fix Lint issues

* Basic test for monetize feature

* Merge main branch

* Changes to monetize balance field

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-06 12:30:51 -05:00
Rob Zolkos
1cc9550c80 Lint files to rubocop omakase standards
root ➜ /workspace (fix-rubocop-issues) $ rubocop
Inspecting 54 files
......................................................

54 files inspected, no offenses detected
2024-02-02 16:07:29 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00