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
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
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
Nikhil Badyal
2a202576f8
Added more periods ( #1714 )
2025-01-27 13:03:15 -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
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
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
bb9fa56add
Fix date format validation error ( #1551 )
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* Fix date format validation error
* Order trades, fix flaky test
2024-12-16 13:21:30 -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
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
c8302a6d49
Let super admins toggle admin bar
2024-11-22 14:22:52 -06:00
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
Sergio Behrends
3bc9da4105
Adds a common DE format ( #1445 )
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2024-11-11 09:57:50 -05:00
bruno costanzo
a113d573d6
Skip account valuation on entry balance_after_entry ( #1435 )
2024-11-08 09:17:55 -05:00
Tony Vincent
154a1a971b
Exclude inactive accounts from networth calculation and from sidebar ( #1432 )
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2024-11-07 10:14:12 -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
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
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
ba49fea89a
Locale updates
2024-10-24 16:43:59 -04:00
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
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
Tony Vincent
76decc06c3
Maintain order ( #1318 )
2024-10-16 12:09:52 -04:00
Zach Gollwitzer
26bd655e4c
Add value tab to investments
2024-10-10 11:35:10 -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
Zach Gollwitzer
591d149da9
Finalize other assets and liabilities view ( #1264 )
2024-10-07 20:23:33 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering ( #1240 )
2024-10-04 09:17:48 -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
82c298307d
Add formatting for EUR locales ( #1231 )
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* Add formatting for EUR locales
* Fix formatting assertion for EUR in english locales
2024-10-03 10:25:38 -04:00
Alter Lagos
fa3b1e016c
Sort currencies by name as a second order ( #1216 )
2024-10-01 10:48:39 -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
5942ce7e3c
Finalize transaction drawer, simplify money form helpers ( #1191 )
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* Finalize transaction drawer, simplify money form helpers
* Fix money form errors
* Reusable disclosure helper, fix styles
* Final style tweaks
2024-09-20 08:38:19 -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
Tony Vincent
e06f0c76f9
Add error handling for vehicle and property account creation ( #1179 )
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* add error handling for vehicle and property account creation
* Add required true for money_field
* Remove rescue in controllers
2024-09-17 10:37:09 -04:00
Zach Gollwitzer
ac0ff35360
Update empty account states on dashboard ( #1166 )
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* Update empty account states on dashboard
* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
0db75a019b
Revert "Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )" ( #1155 )
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This reverts commit 9172eb931b
2024-09-06 11:37:25 -04:00
Tony Vincent
9172eb931b
Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )
2024-09-06 08:52:26 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily ( #1136 )
2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements ( #1135 )
2024-08-27 17:06:41 -04:00
Zach Gollwitzer
f82ce59dad
Fix merchants color picker ( #1134 )
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* Fix merchants color picker
* Lint fixes
2024-08-26 19:18:27 -04:00
Zach Gollwitzer
359bceb58e
Vehicle view ( #1117 )
2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View ( #1116 )
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* Add backend for property account details
* Rubocop updates
* Add property form with details
* Revert "Rubocop updates"
This reverts commit 05b0b8f3a4
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
94be117a02
Deposit, Withdrawal, and Interest Transactions for Investment View ( #1075 )
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* Trade and Transaction builders
* Consolidate logic
* Remove redundant fields from trade form
* Add deposit, withdrawal, and interest form controls
2024-08-09 20:11:27 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts ( #1066 )
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* Consolidate modal form structure into partial + helper
* Scaffold out trade transaction form
* Normalize translations
* Add buy and sell trade form with tests
* Move entryable lists to dedicated controllers
* Delegate entry group contents rendering
* More cleanup
* Extract transaction and valuation update logic from entries controller
* Delegate edit and show actions to entryables
* Trade builder
* Update paths for transaction updates
2024-08-09 11:22:57 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
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* Handle missing tickers in security price syncs
* Show combined cash and holdings value on account page
* Improve partial locals
2024-08-02 17:09:25 -04:00
Zach Gollwitzer
701e17829d
Fix currency formatting in pie chart visualization ( #1022 )
2024-07-26 10:36:29 -04:00
