Zach Gollwitzer
536c82f2aa
Feature: Add the ability to "revert" a CSV import ( #1814 )
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* Allow reverting imports
* Fix tests
* Add currency column to all imports
* Don't auto-enrich demo account
2025-02-07 15:36:05 -05:00
Josh Pigford
78e34d68e9
fix: Format budget estimated income and spending with two decimal places
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2025-02-06 14:40:58 -06:00
Josh Pigford
842e37658c
Multi-factor authentication ( #1817 )
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* Initial pass
* Tests for MFA and locale cleanup
* Brakeman
* Update two-factor authentication status styling
* Update app/models/user.rb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Refactor MFA verification and session handling in tests
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-02-06 14:16:53 -06:00
Josh Pigford
7ba9063e04
feat: Add institution details to Plaid items ( #1816 )
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* feat: Add institution details to Plaid items
- Fetch and store institution URL, ID, and primary color for Plaid items
- Update PlaidItem model to retrieve and save institution metadata
- Add new method in Plaid provider to get institution details
- Update account logo view to use institution domain for logo generation
* Add institution domain method to Account model
- Extract institution domain logic from view to Account model
- Simplify logo view by using new institution_domain method
- Improve code reusability and separation of concerns
2025-02-06 08:57:24 -06:00
Zach Gollwitzer
5b083c9e33
Fix budget allocation forms from resetting and clearing data on slow networks ( #1804 )
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* First pass
* Fix null constraint bug for budget category assignment
* Fix autofocus reset when allocating budget
* Lint fix
2025-02-05 09:09:38 -05:00
scodes73
f57fa526af
Fix: make date format year consistent overall #1712 ( #1726 )
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* Fix: make date format year consistent overall
* chore: Consolidating all date formatting options
* adding disabled condition back to mint import
* chore: Moving formats from helper to models/family.rd
* Adding date_format_label to the en translation for import/configurations
* nit: making changes to use individual translations
2025-02-03 11:19:56 -05:00
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
Zach Gollwitzer
53f4b32c33
Fix EU plaid flow ( #1761 )
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* Fix EU plaid flow
* Fix failing tests
2025-01-31 17:04:26 -05:00
Josh Pigford
4bf72506d5
Initial pass at Plaid EU ( #1555 )
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* Initial pass at Plaid EU
* Add EU support to Plaid Items
* Lint
* Temp fix for rubocop isseus
* Merge cleanup
* Pass in region and get tests passing
* Use absolute path for translation
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-01-31 12:13:58 -06:00
Josh Pigford
41873de11d
Allow users to update their email address ( #1745 )
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* Change email address
* Email confirmation
* Email change test
* Lint
* Schema reset
* Set test email sender
* Select specific user fixture
* Refactor/cleanup
* Remove unused email_confirmation_token
* Current user would never be true
* Fix translation test failures
2025-01-31 11:29:49 -06:00
Julien Bertazzo Lambert
ad5b0b8b7d
Ensure Consistent Category Colors ( #1722 )
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* feat: add validation to require consistent category color
* feat: reflect color requirement in new category form
* refactor: move logic inline over shared component
* rubocop
* tests: fix breaking and add case for new validation
* feat: hide color selector when parent category selected
* feat: override color with parent color in model
* tests: remove case for unnecessary validation
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Signed-off-by: Julien Bertazzo Lambert <42924425+JLambertazzo@users.noreply.github.com>
2025-01-30 16:49:31 -05:00
Zach Gollwitzer
ded42a8c33
Add back txn logos
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This reverts commit b78fd1d755
2025-01-30 15:31:16 -05:00
Zach Gollwitzer
b78fd1d755
Temporarily disable txn logos for performance
2025-01-30 14:17:25 -05:00
Josh Pigford
0696e1f2f7
Add/remove members and invitations ( #1744 )
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* Add/remove members and invitations
* Lint
2025-01-30 13:13:37 -06:00
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits ( #1733 )
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* Preserve transaction filters across page visits
* Preserve params when per_page is updated
* Autofocus selected transactions
* Lint fixes
* Fix syntax error
* Fix filter clearing
* Update e2e tests for new UI
* Consolidate focus behavior into concern
* Lint fixes
2025-01-30 14:12:01 -05:00
Elvis Serrão
0b17976256
Don't allow a subcategory to be assigned to another subcategory to ensure 1 level of nesting max ( #1730 )
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* Improve category level limit validation
* Set categories list only for non parents
* Disable select field
* Add info about the disabled select
* Don’t render a select input for parent categories
* Handle correctly turbo_stream request format
* Add turbo_stream format to requests on create and update action's tests
* Remove no_content status from update action
* Revert "Remove no_content status from update action"
This reverts commit 866140c196c6bf21490f
2025-01-30 12:35:30 -05:00
Zach Gollwitzer
247d91b99d
Lazy load synth logos ( #1731 )
2025-01-28 12:03:43 -05:00
Jestin Palamuttam
8256d116dd
fix: category update sync ( #1720 )
2025-01-27 19:58:45 -05:00
Zach Gollwitzer
de90b29201
Add RejectedTransfer model, simplify auto matching ( #1690 )
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* Allow transfers to match when inflow is after outflow
* Simplify transfer auto matching with RejectedTransfer model
* Validations
* Reset migrations
2025-01-27 16:56:46 -05:00
Harshit Chaudhary
eabfb7aae1
Added Decimal Support in min transaction ( #1681 )
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* Added Decimal Support in min transaction
* fix: Using inbuilt money field
* Updated Test
2025-01-27 09:33:56 -05:00
Zach Gollwitzer
e617d791d3
Show budget averages in family currency
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Fixes #1689
2025-01-24 20:19:13 -05:00
Zach Gollwitzer
3140835f28
Adjust queues to prioritize account syncs ( #1682 )
2025-01-24 13:39:08 -05:00
Tony Vincent
61321f6b16
fix: Only admins can generate invite codes ( #1611 )
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* fix: Only admins can generate invite codes
* fix: raise error if user is not an admin when creating invite codesss
2025-01-23 20:47:51 -05:00
Zach Gollwitzer
abccba3947
Fix account deletion cascade bug ( #1644 )
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* Fix account deletion cascade bug
* Rubocop fixes
2025-01-20 11:37:01 -05:00
tlink
ae9287ec9b
FIX: correct display of percentages ( #1622 )
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* FIX: correct display of percentages
* FIX: correct display of percentages
* FIX: correct display of percentages
2025-01-17 11:21:00 -05:00
Zach Gollwitzer
ca8bdb6241
Fix budget money formatting ( #1626 )
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2025-01-16 19:05:34 -05:00
Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic ( #1625 )
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* Fix transfer matching logic
* Fix tests
2025-01-16 17:56:42 -05:00
Zach Gollwitzer
60f1a1e2d2
Fix budget edit button
2025-01-16 16:24:14 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 ( #1609 )
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* Budgeting V1
* Basic UI template
* Fully scaffolded budgeting v1
* Basic working budget
* Finalize donut chart for budgets
* Allow categorization of loan payments for budget
* Include loan payments in incomes_and_expenses scope
* Add budget allocations progress
* Empty states
* Clean up budget methods
* Category aggregation queries
* Handle overage scenarios in form
* Finalize budget donut chart controller
* Passing tests
* Fix allocation naming
* Add income category migration
* Native support for uncategorized budget category
* Formatting
* Fix subcategory sort order, padding
* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00
Zach Gollwitzer
997d0355d4
Use livereload from source
2025-01-07 11:54:19 -05:00
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements ( #1585 )
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* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
2025-01-07 09:41:24 -05:00
Tony Vincent
46e129308f
Fix: breaking change after bumping hotwire-livereload to 2.0.0 ( #1589 )
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Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
2025-01-03 15:36:11 -06:00
Zach Gollwitzer
77def1db40
Nested Categories ( #1561 )
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* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
a4d10097d5
Preserve pagination on entry updates ( #1563 )
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* Preserve pagination on entry updates
* Test fix
2024-12-20 11:24:46 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
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* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users ( #1552 )
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2024-12-17 09:58:08 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries ( #1550 )
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* Handle nil name for entries
* Fix tests
2024-12-16 12:52:11 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
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* Add data enrichment
* Make data enrichment optional for self-hosters
* Add categories to data enrichment
* Only update category and merchant if nil
* Fix name overrides
* Lint fixes
2024-12-13 17:22:27 -05:00
Zach Gollwitzer
027c18297b
Fix holding avg cost calculation
2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
2024-12-12 08:56:52 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* Start tests rework
* Cash balance on schema
* Add reverse syncer
* Reverse balance sync with holdings
* Reverse holdings sync
* Reverse holdings sync should work with only trade entries
* Consolidate brokerage cash
* Add forward sync option
* Update new balance info after syncs
* Intraday balance calculator and sync fixes
* Show only balance for trade entries
* Tests passing
* Update Gemfile.lock
* Cleanup, performance improvements
* Remove account reloads for reliable sync outputs
* Simplify valuation view logic
* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
Zach Gollwitzer
a9daba16c1
Fix account activity view search
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2024-12-05 08:39:16 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key ( #1515 )
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* Handle invalid API key
* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3
Updated domain to maybefinance.com
2024-12-03 11:09:57 -06:00
Zach Gollwitzer
c456950de8
Fix transaction filters selection bar controller error
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2024-12-02 14:06:56 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
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* Consolidate entry controller logic
* Transaction builder
* Update trades controller to use new params
* Load account charts in turbo frames, fix PG overflow
* Consolidate tests
* Tests passing
* Remove unused code
* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Josh Pigford
a9b61a655b
Synth error handling ( #1502 )
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* Synth error handling
* Revert "Synth error handling"
This reverts commit fd6a0a12b4
2024-11-26 07:45:00 -06:00
Arsen Shkrumelyak
1c2f075053
Fix bug: Loan % doesn't allow exact rate ( #1492 )
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* Fix bug: Loan % doesn't allow exact rate
Fixes #1487
Change the step of the interest rate field to 0.005.
It's unlikely that we'll see interest rates in smaller increments.
* step 0.005
* migration for loan interest rates precision
* add new line
2024-11-22 15:28:10 -05:00
Jestin Palamuttam
571fc4db75
Replaced Native Scrollbars with Tailwind Scrollbars on Windows ( #1493 )
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* feat: scrollbar styling for windows browsers
* fix: lint
2024-11-22 15:27:07 -05:00
Josh Pigford
c8302a6d49
Let super admins toggle admin bar
2024-11-22 14:22:52 -06:00
