Docker/Maybe
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806 commits 13 branches 28 tags 24 MiB
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209 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
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
81d604f3d4
Fix transfers and form currencies (#1477)
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2024-11-18 15:50:47 -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
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
Josh Pigford
31d9d926f7 Fix for certain securities returning incorrect prices
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2024-11-07 11:52:16 -06:00
Zach Gollwitzer
455257bf51 Show onboarding unless invitation present 
Fixes #1421
 2024-11-05 19:08:45 -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
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) 
* 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) 
* 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) 
* 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) 
* 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) 
* 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) 
* 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) 
* Basic account onboarding

* Cleanup
 2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324) 
* 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) 
* 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 
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) 
* 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) 
* 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
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
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
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