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21 commits

Author SHA1 Message Date
Zach Gollwitzer
2c2b600163
Improve speed of transactions page (#1752)
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* Make demo data more realistic

* Fix N+1 transactions query

* Lint fixes

* Totals query

* Consolidate stats calcs

* Fix preload

* Fix filter clearing

* Fix N+1 queries for family sync detection

* Reduce queries for rendering transfers

* Fix tests

* Remove flaky test
2025-01-31 19:08:21 -05:00
Harshit Chaudhary
eabfb7aae1
Added Decimal Support in min transaction (#1681)
* Added Decimal Support in min transaction

* fix: Using inbuilt money field

* Updated Test
2025-01-27 09:33:56 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration (#1433)
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* Basic plaid data model and linking

* Remove institutions, add plaid items

* Improve schema and Plaid provider

* Add webhook verification sketch

* Webhook verification

* Item accounts and balances sync setup

* Provide test encryption keys

* Fix test

* Only provide encryption keys in prod

* Try defining keys in test env

* Consolidate account sync logic

* Add back plaid account initialization

* Plaid transaction sync

* Sync UI overhaul for Plaid

* Add liability and investment syncing

* Handle investment webhooks and process current day holdings

* Remove logs

* Remove "all" period select for performance

* fix amount calc

* Remove todo comment

* Coming soon for investment historical data

* Document Plaid configuration

* Listen for holding updates
2024-11-15 13:49:37 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms (#1406)
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* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -05:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding (#1328)
* Basic account onboarding

* Cleanup
2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324)
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
2024-10-18 14:37:42 -04:00
Zach Gollwitzer
c744237b55 Allow cents in start balance for accounts 2024-10-11 12:43:50 -04:00
Zach Gollwitzer
5c7d2f2b01
Better import instructions, remove ambiguous field (#1284)
* Remove ambiguous institution field

* Add import instructions

* Fix system test

* Remove lint and i18n normalization checks in CI
2024-10-10 11:18:58 -04:00
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
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
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
359bceb58e
Vehicle view (#1117) 2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View (#1116)
* Add backend for property account details

* Rubocop updates

* Add property form with details

* Revert "Rubocop updates"

This reverts commit 05b0b8f3a4.

* Bump brakeman to latest version

* Add overview section to property view

* Lint fixes
2024-08-23 08:47:08 -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
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
9bda7efc3f
New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00
Zach Gollwitzer
7d48c01833
Prepare fixture data for account sync tests (#493)
* Rename account balance field for clarity

`original_balance` and `original_currency` may infer that these values are "original" to the account.  In reality, they represent the "current" balance and currency on the account.

* Prepare fixture data for account sync testing

* Update to new field

* Fix conflicts

* Remove local schema change
2024-02-27 12:43:49 -05:00
Pedro López Mareque
5de5199459
Skip system test instead of comment it (#348)
* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page

* feat: skip system test with an explanation instead of comment them

* fix typo in the skip
2024-02-07 09:09:35 -06:00
Josh Pigford
19413b0f8d Disabling this block for now
UI is changing to quickly to do systems testing
2024-02-06 12:02:43 -06:00
Zach Gollwitzer
64c8774867 Fix system test 2024-02-06 12:32:09 -05:00
Dwight Watson
e812b715d3
First pass at a system test (#305) 2024-02-05 15:19:31 -06:00