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
Josh Pigford
85779b4038
super_admin should be valid for admin
2024-11-01 10:30:30 -05:00
Josh Pigford
793bd852a0
Family invites ( #1397 )
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* Initial pass at household invites
* Invitee setup
* Clean up add member form
* Lint and other tweaks
* Security cleanup
* Lint
* i18n fixes
* More i18n cleanup
* Show pending invites
* Don't use turbo on the form
* Improved email design
* Basic tests
* Lint
* Update onboardings_controller.rb
* Registration + invite cleanup
* Lint
* Update brakeman.ignore
* Update brakeman.ignore
* Self host invite links
* Test tweaks
* Address missing param error
2024-11-01 10:23:27 -05:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction ( #1393 )
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* Remove Description field
* Auto naming of tranfer transaction
* Fix transfer test
* Improve Transfer entries names
2024-11-01 08:58:19 -04:00
Tony Vincent
2b61821336
Do not include income transactions in liability accounts for savings rate ( #1385 )
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* Do not include income transactions in liability accounts for savings rate
* Do not include income in liability accounts in savings rate chart
2024-10-31 09:05:01 -04:00
Josh Pigford
e7f09e6f71
Groundwork for security info ( #1396 )
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* Groundwork for security info
* Lint
2024-10-30 18:08:19 -04:00
Josh Pigford
5533b84895
Always include US stocks
2024-10-30 10:42:57 -04:00
Zach Gollwitzer
c9917674aa
Add validation to security price model
2024-10-30 09:51:05 -04:00
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection ( #1392 )
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* Initial pass at Synth-based ticker selection
* Update _tickers.turbo_stream.erb
* Functional combobox display
* A few cleanup steps
* Linter
* Prevent long strings
* Another step towards functional combobox
* Deprecated files
* Custom Combobox implementation
* Lint
* Test suite fixes
* Lint
* Make direct use of mic codes
* Update splits
* Update trades_test.rb
2024-10-30 09:23:44 -04:00
Josh Pigford
490f44589e
First pass at security price reference ( #1388 )
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* First pass at security price reference
* Data cleanup
* Synth security fetching does better with a mic_code
* Update test suite
😭
* Update schema.rb
* Update generator.rb
2024-10-29 15:37:59 -04:00
Zach Gollwitzer
bf695972e4
Remove missing prices issue ( #1390 )
2024-10-29 14:55:46 -04:00
Josh Pigford
7d8028b505
Stock filter ( #1376 )
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* Initial pass at stock filtering
* Rough in filter
* Cleaning up security listing
* Tweak to search function
* Combobox tweaks
* Clean up search query
* Update trades test with combobox
* Update securities.yml
2024-10-28 15:49:19 -04:00
Josh Pigford
c2561b5fb4
Handle manually entered securities
2024-10-28 13:33:27 -04:00
Josh Pigford
45935db5f3
Remove dependency on stock exchange table ( #1368 )
2024-10-25 13:09:02 -05:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions ( #1359 )
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* allow filtering uncategorized transactions
* user can filter uncategorized transactions test
* rubocop linting
2024-10-25 09:37:05 -04:00
Josh Pigford
aa3342b0dc
Stock imports ( #1363 )
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* Initial pass
* Marketstack data provider
* Marketstack data provider
* Refactor a bit
2024-10-24 16:36:50 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
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* Clean up env example files
* Fix duplicate category creations
* Fix duplicate tag and merchant creation
* Add initial valuation to imported accounts
* Add upgrade modal prompt
* Don't hide content on billing page
* Add temporary session for new customers
* Lint fixes
* Fix unused translations
* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes ( #1352 )
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* Bump min supported date to 20 years
* Add basic onboarding
* User onboarding
* Complete onboarding flow
* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Josh Pigford
73e184ad3d
Stock Exchanges with seed ( #1351 )
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* Stock Exchanges with seed
* Run the seed file on migration
* Fix for enum column
2024-10-22 14:30:57 -05:00
Zach Gollwitzer
3c0fdd84ee
Fix mode bug
2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding ( #1328 )
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* Basic account onboarding
* Cleanup
2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow ( #1324 )
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* 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
Josh Pigford
c7c281073f
Impersonation ( #1325 )
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* Initial impersonation
* Impersonation audit
* Keep super admin separate
* Remove vscode settings
* Comment cleanup
* Comment out impersonation fixtures for now
* Remove unused controlelr
* Add impersonation testing (#1326 )
* Add impersonation testing
* Remove unused method
* Update schema.rb
* Update brakeman
---------
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-18 11:26:58 -05:00
Josh Pigford
61bf53f233
Rescue RecordNotUnique
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Fixes #1319
2024-10-17 09:52:06 -05:00
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. ( #1286 )
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* Add additional subtypes and allow for None
* Add parens for consistency on 401
* Remove cryptocurrency investment subtype
* Handle nil value
* Use objects current subtype as the initial selection
* Remove "None" option to default to helper prompt
* Fix blank/none selection
* Only include blank if subtype is present
* Simplify investment subtype dropdown
* Improve depository subtype
2024-10-10 21:23:56 -04:00
Zach Gollwitzer
3610c6cae7
Add observed holidays to sync exceptions
2024-10-10 19:29:20 -04:00
Zach Gollwitzer
79ca7e2039
Preserve negative sign on raw CSV values
2024-10-10 18:57:00 -04:00
Zach Gollwitzer
3399b74849
Handle market holidays during holding sync ( #1292 )
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* 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 )
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* 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 )
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* 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
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 )
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* 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 )
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* 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
4bfe47540d
Basic trade and holdings view ( #1271 )
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* Add trade view
* Lint fix
* Fix stale placeholder variable
* Add holding view
2024-10-09 14:59:18 -04:00
Zach Gollwitzer
fd941d714d
Add loan and credit card views ( #1268 )
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* 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
31f3ff6a16
Billing ( #1269 )
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* 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
Zach Gollwitzer
2f6479f058
Add empty states to account summary page ( #1265 )
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* 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
Zach Gollwitzer
24d3c0243f
Handle missing weekend stock prices in sync process ( #1242 )
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* Don't append missing prices if already known
* Add failing test
* Handle weekend stock prices
* Fix tests and gapfill logic
2024-10-04 14:19:45 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering ( #1240 )
2024-10-04 09:17:48 -04:00
Zach Gollwitzer
73d61fc990
Fix signage on transaction imports ( #1236 )
2024-10-03 14:59:24 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions ( #1233 )
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* DB sessions
* Validations for profile image
2024-10-03 14:42:22 -04:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support ( #1226 )
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* Add basic date and time localization
* Normalize translations
* Localize transaction dates
* Removed unsupported Rails locales
2024-10-02 14:02:17 -04:00
Zach Gollwitzer
7fabca4679
Simplify self host settings controller ( #1230 )
2024-10-02 12:07:56 -04:00
Zach Gollwitzer
c3c0ab3530
Fix incorrect partial sync balance generation ( #1223 )
2024-10-01 13:15:24 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) ( #1209 )
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* Remove stale 1.0 import logic and model
* Fresh start
* Checkpoint before removing nav
* First working prototype
* Add trade, account, and mint import flows
* Basic working version with tests
* System tests for each import type
* Clean up mappings flow
* Clean up PR, refactor stale code, tests
* Add back row validations
* Row validations
* Fix import job test
* Fix import navigation
* Fix mint import configuration form
* Currency preset for new accounts
2024-10-01 10:47:59 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha ( #1194 )
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* Finalize profile settings page
* Translations
* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters ( #1189 )
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* Add type filters to transaction search
* Add amount filter
2024-09-17 10:38:02 -04:00
Zach Gollwitzer
d3d9af8bce
Add basic self hosted onboarding ( #1177 )
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* Add basic self hosted onboarding
* Lint fix
* Normalize translations
2024-09-13 17:24:19 -04:00
