Zach Gollwitzer
34e03c2d6a
Make balance editing easier ( #976 )
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* 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
b002a41b35
New demo user data ( #972 )
2024-07-11 08:37:21 -04:00
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications ( #968 )
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* 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 )
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* Clean up exchange rate logic
* Remove stale method
2024-07-08 09:04:59 -04:00
Magnus Jensen
bef335c631
fix : #951 pointer cursor and bg hover for import flow buttons ( #954 )
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* set cursor to pointer on buttons in imports flow
* add hover bg change on buttons to indicate action
* add rounded hover background to x
2024-07-08 08:56:08 -04:00
Tony Vincent
3ffb6cb62b
Add error handling for AccountsController#create ( #957 )
2024-07-08 08:53:45 -04:00
Tony Vincent
cc6bf6e961
Enable syncing all accounts in one click ( #948 )
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* 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 )
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* 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
Tony Vincent
f1d0a62ac7
Enable updating Account::Entry#amount ( #942 )
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- Enable updating transaction type income/expense
- Enable updating transaction amount
2024-07-03 15:54:05 -04:00
Zach Gollwitzer
3089e3c81d
Remove custom currency styling, use default formatter ( #937 )
2024-07-02 07:27:19 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) ( #923 )
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* 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 )
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* 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
evangelos-com
3d4def59d6
improvement/#890/clean_up_toast_notification_styles_and_allow_user_to_close_on-demand ( #919 )
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* initial improvement
* Update app/views/shared/_notification.html.erb
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
---------
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-06-25 15:03:34 -04:00
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) ( #904 )
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* 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 )
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* 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
Igor Carvalho
094128fef1
Fix issue #861 : Correct header selection logic in get_selected_header_for_field method ( #918 )
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The get_selected_header_for_field method was incorrectly using the entire field object instead of the field key to dig into the column_mappings hash. This caused an error when trying to retrieve the selected header for a field.
2024-06-24 10:31:21 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group ( #905 )
2024-06-24 06:49:08 -04:00
Jakub Kottnauer
3cae528dfd
Allow transfers based on transactions in different currencies ( #903 )
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* 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 )
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* 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
Jakub Kottnauer
0bc0d87768
Fix transfer note overflow style ( #902 )
2024-06-21 15:57:55 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
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* 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#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
Tony Vincent
1e0635b31a
Closes maybe-finance/maybe#843 ( #900 )
...
Co-authored-by: Tony Yesudas <tony3vincent@icloud.com>
2024-06-21 10:51:36 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) ( #896 )
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* 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 )
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* Rename accountable types
* Merge conflicts
* Fix broken tests
* Add back sidebar changes
2024-06-20 07:26:25 -04:00
ziraq young
778098ebb0
Ensure correct form's hidden input for selectedIds ( #891 )
2024-06-19 16:50:32 -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
Jakub Kottnauer
b462bc8f8c
Add merchant select when editing transaction ( #885 )
2024-06-18 08:54:25 -04:00
Mattia
5da34c4609
Changelog page that pulls from Github Release notes ( #867 )
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* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
2024-06-14 16:40:50 -04:00
Zach Gollwitzer
957584b69c
Clean up sync logic ( #871 )
2024-06-13 17:03:38 -04:00
Zach Gollwitzer
d0a15b8a98
Improve self hosting docs and UI ( #870 )
2024-06-13 16:19:05 -04:00
Zach Gollwitzer
9956a9540e
Add institution management and account editing controls ( #868 )
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* 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 )
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* 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
8372e26864
Allow optional import fields ( #865 )
2024-06-11 18:46:44 -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 )
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* 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 )
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* 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
bcbb37a146
Client-side validation for Decimal precision of 19,4 ( #821 )
2024-05-30 22:07:47 -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 )
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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
6182a62573
Sort accounts in the sidebar ( #815 )
2024-05-28 13:22:04 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash ( #794 )
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* 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
Jakub Kottnauer
98f3f172a9
Validate transaction filtering params ( #810 )
2024-05-27 10:01:08 -04:00
pea-sys
0e15bda6eb
fix: png file can be selected as profile images ( #809 )
...
Signed-off-by: pea-sys <49807271+pea-sys@users.noreply.github.com>
2024-05-26 08:55:31 -05:00
Jakub Kottnauer
6e59fdb369
Add tag preview when importing ( #800 )
2024-05-24 10:39:24 -04:00
Zach Gollwitzer
457247da8e
Create tagging system ( #792 )
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* 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 )
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* Repro
* Fix
* Update signage
2024-05-22 10:02:03 -04:00
