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Author SHA1 Message Date
Tony Vincent
75ded1c18f
Set last_login_at only at login instead of every single action (#1017) 2024-07-22 09:37:03 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides (#998)
* 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
b200b71284
Add currency validation to account, update demo data generator (#996)
* Add currency validation to account, update demo data generator

* Fix tests
2024-07-17 14:18:12 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference (#994)
* Add default currencies to forms based on preference

* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
47523f64c2
Investment Portfolio Sync (#974)
* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
2024-07-16 09:26:49 -04:00
Tony Vincent
d0bc959bee
Sanitize input for ilike in Account::Entry.search (#988) 2024-07-16 09:26:14 -04:00
Tony Vincent
cdbca5aff3
Allow CSV file upload in import flow (#986)
* 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)
* 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
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications (#968)
* Add sync model

* Fresh fixtures for sync tests

* Sync tests overhaul

* Fix entry tests

* Complete remaining model test updates

* Update system tests

* Update demo data task

* Add system tests back to PR checks

* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
Zach Gollwitzer
6767aaed1d
Handle missing exchange rate provider, allow fallback for missing rates (#955)
* Clean up exchange rate logic

* Remove stale method
2024-07-08 09:04:59 -04:00
Tony Vincent
cc6bf6e961
Enable syncing all accounts in one click (#948)
* Enable syncing all accounts on one click

* Remove argument to sync_later method call

* Add partial for sync all accounts button

* Redirect back if possible when syncing all accounts
2024-07-05 07:36:18 -04:00
Tony Vincent
48092cb704
Enque account sync job after creating transfer (#946) 2024-07-04 06:57:26 -04:00
Luke Hurst
cf23453d93
Fix bug where transactions were duplicated in import confirm (#941)
* Fix bug where transactions were duplicated in import confirm

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

* Update imports_test.rb

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

---------

Signed-off-by: Luke Hurst <hurstlj@umich.edu>
2024-07-03 17:44:35 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) (#923)
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
2024-07-01 10:49:43 -04:00
Tony Vincent
9e1d8a753b
Fix #921 (#922)
* Fix #921

* Fix linter errors

* Fix test failure

* Remove unused keys

* Add back html rendering

* Remove .tool-versions from repository

* Fix failing test
2024-06-26 14:56:34 -04:00
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Tony Vincent
bbcd3881db
Fix #910 (#917)
* Fix #910

* Unify helper for balance formatting in transactions and accounts views

* Remove obsolete method

* Rename helper method format_amount_by_curreny => totals_by_currency
2024-06-24 10:56:44 -04:00
Jakub Kottnauer
3cae528dfd
Allow transfers based on transactions in different currencies (#903)
* Allow transfers between transactions in different currencies

* Review fixes
2024-06-21 17:04:15 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) (#901)
* Move Valuation to Account namespace

* Move account history to controller

* Clean up valuation controller and views

* Translations and cleanup

* Remove unused scopes and methods

* Pass brakeman
2024-06-21 16:23:28 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements (#873)
* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Changelog page that pulls from Github Release notes (#867)

* Changelog page that pulls from Github Release notes

* Review changelog page styles

* Move changelog page title to i18n translations

* Bump to 0.1.0-alpha.6

Signed-off-by: Zach Gollwitzer <zach@maybe.co>

* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880)

Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases)
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md)
- [Commits](https://github.com/aws/aws-sdk-ruby/commits)

---
updated-dependencies:
- dependency-name: aws-sdk-s3
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump mocha from 2.3.0 to 2.4.0 (#878)

Bumps [mocha](https://github.com/freerange/mocha) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0)

---
updated-dependencies:
- dependency-name: mocha
  dependency-type: direct:development
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump octokit from 8.1.0 to 9.1.0 (#877)

Bumps [octokit](https://github.com/octokit/octokit.rb) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases)
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md)
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0)

---
updated-dependencies:
- dependency-name: octokit
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump rails from `f9c847f` to `5d34172` (#879)

Bumps [rails](https://github.com/rails/rails) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](f9c847fac1...5d34172ff4)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>

* Update issue templates

* Add merchant select when editing transaction (#885)

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* Ensure correct form's hidden input for selectedIds (#891)

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* revert unnecessary changes

* revert unnecessary changes

* code review changes

* code review changes

* code review changes

* remove unused imports

* fix: unit tests

* remove border

* fix: transaction padding

* fix: transaction container height

---------

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) (#896)
* Move Transfer to Account namespace

* Fix partial resolution due to namespacing plurality

* Make category and tag controllers consistent with namespacing convention

* Update stale partial reference
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace (#895) 2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 (#893)
* Rename accountable types

* Merge conflicts

* Fix broken tests

* Add back sidebar changes
2024-06-20 07:26:25 -04:00
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching (#883)
* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Zach Gollwitzer
957584b69c
Clean up sync logic (#871) 2024-06-13 17:03:38 -04:00
Zach Gollwitzer
9956a9540e
Add institution management and account editing controls (#868)
* Add institution management

* Allow user to select institution on create or edit

* Improve redirect behavior

* Final cleanup

* i18n normalization
2024-06-13 14:37:27 -04:00
Zach Gollwitzer
8c1a7af37f
Allow for optional start date on account creation (#866) 2024-06-13 09:16:00 -04:00
Zach Gollwitzer
c5704ffd45
Improve account internal linking and redirect behavior (#864)
* Fix transaction row link and overflow

* Allow user to access imports from account page

* Clean up accounts controller, add link to account page from settings

* Add link to accounts management from accounts summary page

* Cleanup styles
2024-06-11 18:47:38 -04:00
Zach Gollwitzer
a681e73fea
Enable bulk editing of transactions (#846) 2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1
Bulk transaction deletion (#845)
* Clean up transaction show view, add delete button

* Clean up tailwind global styles, add switch

* Bulk deletion controller and tests

* Normalize translations

* Add bulk deletion button and form
2024-06-07 16:56:30 -04:00
Zach Gollwitzer
115f792198
Add bulk selection UI controls (#840)
* Add bulk selection UI

* Handle bulk selection with Stimulus controller instead of session

* Update tests

* Remove stale routes

* Remove old system test helper methods
2024-06-07 12:44:06 -04:00
Zach Gollwitzer
de53a50e45
Sync account after transaction import (#820) 2024-05-30 22:06:32 -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
Jakub Kottnauer
483d67846c
Fix foreign account sync crash (#794)
* Fix foreign account sync crash

* Refactor synth provider and show UI error if not configured

* Generate error message on missing exchange rates while converting balances

* Ignore sync messaged in i18n-tasks unused

* Generate missing exchange rate error during entry normalization

* Update alert classes
2024-05-27 12:10:28 -04:00
Zach Gollwitzer
457247da8e
Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00
Zach Gollwitzer
41c991384a
Fix duplicate category creation on import (#791)
* Repro

* Fix

* Update signage
2024-05-22 10:02:03 -04:00
Jakub Kottnauer
77f166a5f8
Ignore empty categories while importing (#789)
* Ignore empty categories while importing

* Review fixes
2024-05-22 08:12:56 -04:00
Zach Gollwitzer
22e6919eb5
Add simplecov (#760) 2024-05-17 18:12:31 -04:00
Zach Gollwitzer
ac46c0c5a9
Fix income summary totals (#759) 2024-05-17 17:50:49 -04:00
Zach Gollwitzer
0d0f766ca1
Fix auto upgrade logic (#758) 2024-05-17 17:25:15 -04:00
Jakub Kottnauer
31ef3d85f5
Fix CSV import preview crash on empty values (#756) 2024-05-17 10:55:15 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports (#708)
Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Jakub Kottnauer
3d9ff3ad2a
Add start balance to manual accounts (#735)
* Add start_balance to accounts

* Add tests

* Cleanup

* Refactor code and add tests

* Update physical cash demo account to be manual

* Do not populate start_balance in migration

* Cleanup

* Review fixes

* Revert calc change

* Update app/models/exchange_rate.rb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>

* Add test

* Fix syncable bug and update csv tests

---------

Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-16 15:57:21 -04:00
Jakub Kottnauer
1108e45596
Change default valuation currency to that of the related account, not family (#728) 2024-05-08 15:29:56 -04:00
Zach Gollwitzer
38d50fbb1e Fix parallel testing segfaults on M1 macs 2024-05-08 08:17:46 -04:00
Zach Gollwitzer
5dfbba403a
Test environment stability improvements (#703)
* Add climate_control gem and test helper

* Replace ENV mods in upgrades test

* Replace ENV mods in registrations test

* Remove ENV references in hostings controller

* Update ENV refs in mailer test

* ActiveStorage cleanup

* Consolidate queue config so appropriate adapter runs in test environment

* Make test environment more explicit

* Centralize self hosting config

* Remove flaky system test
2024-05-02 13:18:18 -04:00
Zach Gollwitzer
98df7ccb11
Deps cleanup (#702) 2024-05-02 10:18:06 -04:00
Jose Farias
4c5f8263bc
Implement transaction category management (#688)
* Singularize "transaction" in transaction-nested paths

* Refactor category badge partial

* Let modal content define its width

* Add contectual menu to transactions index

* Add null_category helper

* Implement category edits

* Fix inline transaction category badges

* Fix typos in system test paths

* Add missing translations

* Add decoration to color select controller

* Wire up transaction category creation

* Fix indent in color-select-controller

* Add button for clearing category from transaction

* Implement category deletions

* Fix existing modal sizes

* Use null_category in a single place

* Remove anemic method in category deletion controller

* reassign_and_destroy -> reassign_transactions_then_destroy

* Fix i18n

* Remove destroy action from CategoriesController callbacks

* transactions_merchant -> transaction_merchant

* reassign_transactions_then_destroy -> replace_and_destroy

* Add transaction category CRUD tests

* Add presence check for transaction_id

* Check replacement_category_id presence

* Test Transaction::Category#replace_and_destroy!
2024-05-02 09:24:31 -04:00
Christian
dc024d63b0
Feature/profile image uploads (#687)
* Introduce ActiveStorage

* Add active storage related service gems

* Update storage.yml

* Install image processing gem
- sudo apt-get install libvips (required dependency)

* Set default active storage service

* Add profile image to user model

* Amend form to allow profile images to be saved, introduce stimulus controller.

* Purge image when form is blank

* Update markup/stimulus controller

* Add test for profile image uplaods

* Add profile image validation

* Use rails guide gem versions

* Use correct ERB syntax and make all storage options configurable

* Ensure form submits when user clears profile image

* Add profile image thumbnail method

* Extract profile image to a partial

* Updates env.example and storage.yml

* Fix bug with double form save

* Add profile image to the sidenav

* Update production config

* Fix ERB formatting

* normalize en.yml

* Handle non-square images

* Use pre-processing on thumbnail variant

* Resovle gemfile.lock issues

* Rubocop style changes

---------

Signed-off-by: Christian <47796704+crobbo@users.noreply.github.com>
Co-authored-by: Christian Robinson <christian@robbo.dev>
2024-04-30 13:38:33 -04:00