Docker/Maybe
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806 commits 15 branches 28 tags 25 MiB
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429 commits

Author SHA1 Message Date
Zach Gollwitzer
a4adfed82b Disable Plaid i18n until we support full i18n 2024-11-25 09:48:21 -05:00
Zach Gollwitzer
03e92e63a5 Attempt to sync transactions regardless of main item type 2024-11-25 09:32:07 -05:00
Arsen Shkrumelyak
c1034e6edf
Update index method in AccountsController to fetch all accounts (#1491)
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* Fetch all manual accounts, regardless of their active status
* Fetch all Plaid items, regardless of their active status
 2024-11-22 15:28:36 -05:00
Arsen Shkrumelyak
1c2f075053
Fix bug: Loan % doesn't allow exact rate (#1492) 
* 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) 
* 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
Zach Gollwitzer
c309c8abf8 Safely call liability object when syncing
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2024-11-22 10:41:16 -05:00
Nico
242eb5cea1
Calculates balance based on previous transaction on the same date (#1483) 2024-11-22 09:38:41 -05:00
Zach Gollwitzer
6996a225ba
Add post-sync UI stream updates (#1482)
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* Add post-sync UI stream updates

* Fix stream channel id
 2024-11-20 16:46:06 -05:00
Zach Gollwitzer
e641cfccd4
Add post-sync hook (#1479) 2024-11-20 11:01:52 -05:00
Zach Gollwitzer
d1b506d16c Pass date as UTC for graphs
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2024-11-19 16:23:21 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies (#1477)
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2024-11-18 15:50:47 -05:00
Zach Gollwitzer
fcb95207d7 Limit transaction editing for crypto accounts 2024-11-18 12:49:03 -05:00
Zach Gollwitzer
743e291d56 Fix tooltip trend color 2024-11-18 12:01:27 -05:00
Zach Gollwitzer
6105f822b7 Display chart dates in UTC 2024-11-18 11:44:41 -05:00
Alex
9cc9f42bdc
Allow custom column separator for CSV parsing in uploads controller (#1470) 
* Allow custom column separator for CSV parsing in uploads controller

* Add column separator parameter for CSV uploads in tests
 2024-11-18 11:31:17 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users (#1476) 
* Fix redirect 404 bug

* Make encryption optional for self-hosters

* Fix test
 2024-11-18 10:47:05 -05:00
Zach Gollwitzer
69f6d7f8ea Enable consent for additional plaid products
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2024-11-15 17:33:18 -05:00
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
Tony Vincent
278d04a73a
Fix registration fails silently when there are errors (#1455) 
* Fix registration fails silently with long passwords

* Add maxlength
 2024-11-11 09:41:17 -05:00
Zach Gollwitzer
31ecd3ccd4 Fix precision in money input 2024-11-11 09:39:32 -05:00
Zach Gollwitzer
3ef67faf7e Show search bar even when no results in entries 
Fixes #1449
 2024-11-11 09:26:19 -05:00
Zach Gollwitzer
8ba04b0330 Fix confirm message 2024-11-11 09:21:13 -05:00
Tony Vincent
b3ef995d1f
Fix duplicate invites (#1437)
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Co-authored-by: Josh Pigford <josh@joshpigford.com>
 2024-11-08 09:58:35 -06:00
bruno costanzo
a113d573d6
Skip account valuation on entry balance_after_entry (#1435) 2024-11-08 09:17:55 -05:00
Tony Vincent
3b928775a8
Fix timeframe dropdown next to Portfolio (#1434) 2024-11-08 09:10:05 -05:00
Josh Pigford
31d9d926f7 Fix for certain securities returning incorrect prices
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2024-11-07 11:52:16 -06:00
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
Tony Vincent
e434ed0e1f
Add text-overflow: ellipsis property for account name display (#1431) 2024-11-07 08:42:51 -06:00
Zach Gollwitzer
2722254be9 Sync account after balance deletion
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- Fixes #1416
- Fixes timezone bugs in forms
 2024-11-05 19:31:24 -05:00
Zach Gollwitzer
455257bf51 Show onboarding unless invitation present 
Fixes #1421
 2024-11-05 19:08:45 -05:00
Zach Gollwitzer
f2739b79fb Improve password reset flow, normalize translations
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2024-11-05 17:15:29 -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
85779b4038 super_admin should be valid for admin 2024-11-01 10:30:30 -05:00
Josh Pigford
793bd852a0
Family invites (#1397) 
* 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) 
* 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
Nico
7946cd7819
Adds condition to skip link to transaction form if it's not editable (#1394) 2024-10-31 08:57:06 -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
5e2b932648 Use Synth logo for holdings
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2024-10-30 12:14:11 -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) 
* 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
Zach Gollwitzer
e5eb69bdc7 Fix hidden selection bars on account views 2024-10-28 11:29:52 -04:00
Guillem Arias Fauste
3cd364af09
fix bulk action bar positioning (#1370) 
* fix bulk action bar positioning

* remove extra space
 2024-10-28 08:02:49 -04:00