Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data ( #1098 )
...
* 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
9dda2606d5
Bump Dockerfile to 3.3.4
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-15 13:23:40 -04:00
Zach Gollwitzer
acf3564a86
Fix for invalid accountable data ( #1086 )
2024-08-15 12:49:49 -04:00
Josh Pigford
1f6f55c4a8
Switch to general release of Rails 7.2
2024-08-15 11:17:28 -05:00
Zach Gollwitzer
0691041d37
Update required Ruby version for development in README
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-13 12:50:26 -04:00
Chris Covington
b437bb20c4
Bump ruby from 3.3.1 to 3.3.4 ( #1084 )
2024-08-13 12:49:51 -04:00
Pedro Carmona
3c64f3ff3b
Fix: i18n symbol typo ( #1085 )
2024-08-13 12:31:51 -04:00
dependabot[bot]
82d3b8bcaf
Bump rails from 43530b4 to f6d62b5 ( #1083 )
...
Bumps [rails](https://github.com/rails/rails ) from `43530b4` to `f6d62b5`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](43530b4ac9...f6d62b5f21
2024-08-12 20:41:33 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup ( #1076 )
2024-08-12 20:38:58 -04:00
dependabot[bot]
150fce41a8
Bump ruby-lsp-rails from 0.3.11 to 0.3.12 ( #1081 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.11 to 0.3.12.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.11...v0.3.12 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
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>
2024-08-12 20:33:49 -04:00
dependabot[bot]
67f65d399e
Bump bootsnap from 1.18.3 to 1.18.4 ( #1079 )
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Bumps [bootsnap](https://github.com/Shopify/bootsnap ) from 1.18.3 to 1.18.4.
- [Changelog](https://github.com/Shopify/bootsnap/blob/main/CHANGELOG.md )
- [Commits](https://github.com/Shopify/bootsnap/compare/v1.18.3...v1.18.4 )
---
updated-dependencies:
- dependency-name: bootsnap
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>
2024-08-12 20:33:30 -04:00
dependabot[bot]
72fe6d87f0
Bump tailwindcss-rails from 2.6.5 to 2.7.2 ( #1078 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.5 to 2.7.2.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.5...v2.7.2 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
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>
2024-08-12 20:26:38 -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
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
c0908f454a
Temp fix for missing accountables on self hosted instances ( #1071 )
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* Temp fix #1068
* Cleanup
2024-08-09 13:31:32 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts ( #1066 )
...
* 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
6bca35fa22
Fix minitest assert_nil warning ( #1070 )
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* Fix minitest assert_nil warning
* Remove empty line
* Fix my stupidity
2024-08-09 10:58:01 -04:00
Tony Vincent
6fa40e0fa2
Fetch exchange rates in bulk from synth ( #1069 )
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* Fetch exchnage rates in bulk
* Handle paginated response
* Rename method and improve tests
* Change argument names
* Use standard date format
2024-08-09 10:57:33 -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
6e74414cb2
Add source headers to Synth calls ( #1062 )
2024-08-05 12:21:12 -04:00
dependabot[bot]
9ad04a82cb
Bump rails from 5cb5cad to 43530b4 ( #1059 )
...
Bumps [rails](https://github.com/rails/rails ) from `5cb5cad` to `43530b4`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](5cb5cad322...43530b4ac9
2024-08-05 09:13:34 -04:00
dependabot[bot]
7c878697f4
Bump pagy from 9.0.3 to 9.0.5 ( #1056 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.3 to 9.0.5.
- [Release notes](https://github.com/ddnexus/pagy/releases )
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ddnexus/pagy/compare/9.0.3...9.0.5 )
---
updated-dependencies:
- dependency-name: pagy
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>
2024-08-05 09:13:03 -04:00
dependabot[bot]
cdb134077d
Bump good_job from 4.1.0 to 4.1.1 ( #1053 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.1.0 to 4.1.1.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v4.1.0...v4.1.1 )
---
updated-dependencies:
- dependency-name: good_job
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>
2024-08-05 09:00:32 -04:00
dependabot[bot]
65aeab4681
Bump aws-sdk-s3 from 1.156.0 to 1.157.0 ( #1054 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.156.0 to 1.157.0.
- [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-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-08-05 08:59:30 -04:00
dependabot[bot]
e0d2b951d6
Bump erb_lint from 0.5.0 to 0.6.0 ( #1057 )
...
Bumps [erb_lint](https://github.com/Shopify/erb-lint ) from 0.5.0 to 0.6.0.
- [Release notes](https://github.com/Shopify/erb-lint/releases )
- [Commits](https://github.com/Shopify/erb-lint/compare/v0.5.0...v0.6.0 )
---
updated-dependencies:
- dependency-name: erb_lint
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>
2024-08-05 08:58:05 -04:00
dependabot[bot]
4eeca00121
Bump faraday from 2.10.0 to 2.10.1 ( #1055 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.10.0 to 2.10.1.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.10.0...v2.10.1 )
---
updated-dependencies:
- dependency-name: faraday
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>
2024-08-05 08:57:19 -04:00
dependabot[bot]
07a7a6b1aa
Bump tailwindcss-rails from 2.6.4 to 2.6.5 ( #1058 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.4 to 2.6.5.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.4...v2.6.5 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
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>
2024-08-05 08:57:03 -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
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
...
* 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 )
...
* 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 )
...
* Ensure transfer name is populated
* Transfer amount fallback
2024-08-01 12:10:30 -04:00
Tony Vincent
f2a2d2f7e4
Fix demo data reset ( #1041 )
...
* Fix demo data reset
* Only delete test user
2024-08-01 08:56:32 -04:00
Mikhail Wahib
0a21c92643
fix: long emails overflow in account menu dropdown ( #1034 )
2024-07-31 12:24:01 -04:00
dependabot[bot]
2c5f647f53
Bump rails from 1b89033 to 5cb5cad ( #1035 )
...
Bumps [rails](https://github.com/rails/rails ) from `1b89033` to `5cb5cad`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](1b89033460...5cb5cad322
2024-07-31 09:40:35 -04:00
dependabot[bot]
11f58537db
Bump pagy from 9.0.2 to 9.0.3 ( #1030 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.2 to 9.0.3.
- [Release notes](https://github.com/ddnexus/pagy/releases )
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ddnexus/pagy/compare/9.0.2...9.0.3 )
---
updated-dependencies:
- dependency-name: pagy
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>
2024-07-31 09:32:09 -04:00
dependabot[bot]
6231814e1e
Bump mocha from 2.4.2 to 2.4.5 ( #1029 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.4.2 to 2.4.5.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.4.2...v2.4.5 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
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>
2024-07-31 09:31:13 -04:00
dependabot[bot]
7645a9ec56
Bump image_processing from 1.12.2 to 1.13.0 ( #1028 )
...
Bumps [image_processing](https://github.com/janko/image_processing ) from 1.12.2 to 1.13.0.
- [Changelog](https://github.com/janko/image_processing/blob/master/CHANGELOG.md )
- [Commits](https://github.com/janko/image_processing/compare/v1.12.2...v1.13.0 )
---
updated-dependencies:
- dependency-name: image_processing
dependency-type: direct:production
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>
2024-07-31 09:31:06 -04:00
dependabot[bot]
08b59ad5fe
Bump pg from 1.5.6 to 1.5.7 ( #1027 )
...
Bumps [pg](https://github.com/ged/ruby-pg ) from 1.5.6 to 1.5.7.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md )
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.6...v1.5.7 )
---
updated-dependencies:
- dependency-name: pg
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>
2024-07-31 09:30:39 -04:00
dependabot[bot]
02adba5280
Bump tailwindcss-rails from 2.6.3 to 2.6.4 ( #1031 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.3 to 2.6.4.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.3...v2.6.4 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
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>
2024-07-31 09:30:31 -04:00
dependabot[bot]
1f5721a8b1
Bump sentry-rails from 5.18.1 to 5.18.2 ( #1033 )
...
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.18.1 to 5.18.2.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases )
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.18.1...5.18.2 )
---
updated-dependencies:
- dependency-name: sentry-rails
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>
2024-07-31 09:30:21 -04:00
pranavbabu
7ba9830db5
Fix: Omit layout for turbo frames with custom sidebar layout ( #1024 )
...
* Define layout method
* Use with_sidebar method
---------
Co-authored-by: Pranav Babu <babu@maindeck.io>
2024-07-26 12:00:41 -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
76dd5e57fb
Set minimum supported date for account entries ( #1023 )
...
* 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 )
...
* 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
Julius Mieliauskas
c8590d53ba
Fix curency format ( #1020 )
...
* Fixed currency formatting
* Revert "Fixed currency formatting"
This reverts commit 8c7ff442b8
2024-07-25 10:40:03 -04:00
