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Author SHA1 Message Date
Zach Gollwitzer
79ca7e2039 Preserve negative sign on raw CSV values 2024-10-10 18:57:00 -04:00
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set (#1262) 
* fix: default value if user's name isn't set

* chore: matched code style

* fix: i18n key for fallback greeting

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-10 18:03:47 -04:00
Zach Gollwitzer
3399b74849
Handle market holidays during holding sync (#1292) 
* Handle market holidays during holding sync

* Use informal holidays instead of custom override
 2024-10-10 18:02:12 -04:00
Arsen Shkrumelyak
77fc5caecf
Minor improvements to categories & changelog pages (#1274) 
* ui: change category badge border color

* ui/ux: use author's name in changelog

* ui: badge border 25% -> 30%
 2024-10-10 16:00:35 -04:00
Zach Gollwitzer
a20809eee3 When unassigned accounts in CSV import, always allow new account creation 2024-10-10 15:51:36 -04:00
Zach Gollwitzer
cd9f20747c
Allow inline account creation when importing CSV (#1291) 
* Allow inline account creation when importing CSV

* Sanitize numeric inputs for CSV

* CSV import date validation

* Lint fix
 2024-10-10 15:14:38 -04:00
Josh Pigford
1746533842 Default to "today" when entering a transactions and value entries 2024-10-10 12:24:20 -05:00
Josh Pigford
6b46831199 Intercom data update 2024-10-10 10:59:06 -05:00
Zach Gollwitzer
aa16807c6c Allow institutions on edit account form 2024-10-10 11:43:28 -04:00
Zach Gollwitzer
dce9adb534 Add institution back as hidden field on account form 2024-10-10 11:39:50 -04:00
Zach Gollwitzer
26bd655e4c Add value tab to investments 2024-10-10 11:35:10 -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
Guillem Arias Fauste
90278630ed
fix: amend inputs on loan, c.c., vehicle, and property partials (#1281) 
* fix: use number inputs on partial loan and credit card form views

* amend vehicle partial

* amend property inputs

* fix lint

* Update app/views/accounts/accountables/_credit_card.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

* Update app/views/accounts/accountables/_loan.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-10-10 10:45:17 -04:00
Guillem Arias Fauste
977da34efc
fix: use correct delimiter on credit card zero values (#1280) 2024-10-10 10:14:05 -04:00
Zach Gollwitzer
6288139a41 Fix loan term display 2024-10-09 18:34:20 -04:00
Zach Gollwitzer
ff5408c131
Fix group trend color (#1277) 2024-10-09 18:20:45 -04:00
Zach Gollwitzer
0a303ccbd5
Fix currency formatting for 0 values (#1276) 
* Fix currency formatting for 0 values

* Fix loan payment calculation for zero interest rate
 2024-10-09 18:11:36 -04:00
Zach Gollwitzer
a2ab217925
Bug fixes for specialized account pages (#1275) 
* Default for credit card fields

* Save institution on new account forms

* Fix property, vehicle, loan, credit card pages
 2024-10-09 17:20:38 -04:00
Zach Gollwitzer
b4d0fdbe0d
Link to CSV imports (#1273) 
* Link to CSV imports

* Stale param
 2024-10-09 15:22:08 -04:00
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view (#1271) 
* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
 2024-10-09 14:59:18 -04:00
Josh Pigford
f5cb13b42f Padding tweak 2024-10-09 13:20:36 -05:00
Josh Pigford
3893060f8e
Early access (#1272) 
* Stubbing in early access

* Styling

* Title tweak

* Early access tweaks

Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point

* Lint
 2024-10-09 13:17:58 -05:00
Zach Gollwitzer
54596d51f7
Fix account pill on dashboard (#1270) 2024-10-09 11:38:34 -04:00
Josh Pigford
7758f51be9 Support deprecated SELF_HOSTING_ENABLED variable for now 2024-10-09 09:56:22 -05:00
Josh Pigford
40c09279f3 i18n linter 
I really need to remember to run these things before pushing
 2024-10-09 09:16:15 -05:00
Josh Pigford
ad52207a25 Lint 2024-10-09 09:12:07 -05:00
Josh Pigford
a33ba11ce9 Update password_reset.html.erb 2024-10-09 09:06:41 -05:00
Josh Pigford
47a43a888c Make the password reset mailer a bit more...beefy 2024-10-09 09:03:21 -05:00
Josh Pigford
0afab5296c Email sender 2024-10-09 08:37:45 -05:00
Alter Lagos
0d7164af9b
Set 3000 as the default web port (#1215) 
Having by default `PORT=` only assigns to that variable `0`, which is
interpreted by puma to start the web app in a random port when `bin/dev`
is called.
 2024-10-09 08:21:15 -04:00
Josh Pigford
597079dc8d Address faraday-multipart warning 2024-10-08 16:58:38 -05:00
Josh Pigford
fc91a34691 Change to mobile-web-app-capable meta tag 2024-10-08 16:56:30 -05:00
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
Josh Pigford
9263dd3bbe Allow promo codes in checkout 2024-10-08 15:19:23 -05:00
Josh Pigford
31f3ff6a16
Billing (#1269) 
* Change env SELF_HOSTING_ENABLED to SELF_HOSTED

* Initial Stripe implementation

* Fix portal link

* Use webhook signatures

* Migrated to new Stripe gem conventions

Also updated resource routing

* Added faraday-multipart gem to resolve middleware notice

* Merge fix

* Merge fix

* Temporary upgrade prompt for early access

* Lint fix

* i18n fixes

* Remove catch-all rescue

* Update .env.example
 2024-10-08 14:37:47 -05:00
Josh Pigford
41dff228e8 Crop profile images 2024-10-08 14:25:34 -05:00
Josh Pigford
78b0674052 Support for Cloudflare R2 2024-10-08 13:05:45 -05:00
Josh Pigford
3461182725 Ensure self hosted for invite code listing 2024-10-08 12:36:06 -05:00
Josh Pigford
59e4eff24a Lint 2024-10-08 12:30:28 -05:00
Josh Pigford
e70d3d1902 Generate multiple invites 2024-10-08 12:23:23 -05:00
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
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
591d149da9
Finalize other assets and liabilities view (#1264) 2024-10-07 20:23:33 -04:00
Zach Gollwitzer
c397f1bd2b
Hide infinity trend percentage changes (#1261) 2024-10-07 16:20:36 -04:00
Zach Gollwitzer
d2a6ab1e45
Hide currency for transfers (#1260) 2024-10-07 15:57:47 -04:00
dependabot[bot]
5e3a3b0b38
Bump webmock from 3.23.1 to 3.24.0 (#1252) 
Bumps [webmock](https://github.com/bblimke/webmock) from 3.23.1 to 3.24.0.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md)
- [Commits](https://github.com/bblimke/webmock/compare/v3.23.1...v3.24.0)

---
updated-dependencies:
- dependency-name: webmock
  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>
 2024-10-07 10:30:22 -04:00
dependabot[bot]
563db0f8eb
Bump pagy from 9.0.9 to 9.1.0 (#1251) 
Bumps [pagy](https://github.com/ddnexus/pagy) from 9.0.9 to 9.1.0.
- [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/9.0.9...9.1.0)

---
updated-dependencies:
- dependency-name: pagy
  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>
 2024-10-07 10:30:12 -04:00
dependabot[bot]
2dda598e8a
Bump importmap-rails from 2.0.1 to 2.0.2 (#1255) 
Bumps [importmap-rails](https://github.com/rails/importmap-rails) from 2.0.1 to 2.0.2.
- [Release notes](https://github.com/rails/importmap-rails/releases)
- [Commits](https://github.com/rails/importmap-rails/compare/v2.0.1...v2.0.2)

---
updated-dependencies:
- dependency-name: importmap-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>
 2024-10-07 10:29:09 -04:00
dependabot[bot]
388f8e4197
Bump ruby-lsp-rails from 0.3.16 to 0.3.18 (#1258) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.16 to 0.3.18.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.16...v0.3.18)

---
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>
 2024-10-07 10:28:56 -04:00
dependabot[bot]
1d56c67b4f
Bump aws-sdk-s3 from 1.166.0 to 1.167.0 (#1253) 
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.166.0 to 1.167.0.
- [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>
 2024-10-07 10:24:10 -04:00