Josh Pigford
31f3ff6a16
Billing ( #1269 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* Add basic self hosted onboarding
* Lint fix
* Normalize translations
2024-09-13 17:24:19 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page ( #1169 )
2024-09-11 17:24:01 -04:00
Tony Vincent
edf44bec03
Add setting to disable new user registration on self-hosted instances ( #1163 )
...
* Add clipboard stimulus controller
* Add invite codes controller
* Setting to force invite code for new signups
* Fix erb linter
* Normalize keys
* Add POST /invite_codes
* Cleanup clipboard_controller.js
* Create invite codes on-demand
* Design changes
* Style alignment
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Split into individual forms
* Fix missing styles
* Update app/javascript/controllers/clipboard_controller.js
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Fix test
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Zach Gollwitzer
eebc07d75e
Feedback page ( #1160 )
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* Add feedback page
* Only show latest release on changelog
* Constrain changelog height
* Ignore sanitization warning for Github content
* Add cassette for Github release notes
* Lint fix
2024-09-09 16:54:56 -04:00
Tony Vincent
cf861ccff9
Fix account sync when prices missing ( #1127 )
2024-08-26 09:36:27 -04:00
Tony Vincent
e1efe97e6f
Fix unable to create Deposit entries in investment portfolio ( #1125 )
...
* Fix unable to create Deposit entries in investment portfolio
* Add system test for deposit transaction
2024-08-25 17:48:46 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates ( #1118 )
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* Minimal code style enforcement
* Formatting and lint code updates (no change in functionality)
2024-08-23 10:06:24 -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
4433488562
Fix holding name error ( #1113 )
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* Add optional debugger to bin/dev script
* Fix holding naming
2024-08-20 17:35:23 -04:00
Zach Gollwitzer
37ae51f68a
Fix query when account has zero income and expense ( #1112 )
...
* Reproduce error
* Apply fix
* Remove uneeded helper
2024-08-20 15:44:32 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files ( #1099 )
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* Rename stimulus controller
* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data ( #1098 )
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* Fix security price issue flow
* Fix tooltip positioning and add tooltip for missing holding data
* Fix tooltip controller error with stale arrow target
* Lint fixes
2024-08-16 16:08:27 -04:00
Alexander Schrot
4527482aa2
Add support for different column separator in csv import logic ( #1096 )
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* add col_sep to import model
* add validation for col_sep column
* add col_sep option to csv import model
* make use of col_sep option in import model
* add column separator field to new/edit action of an import
* add col_sep parameter to create/update action
* fix spacing between fields
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
---------
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-16 14:00:16 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides ( #1090 )
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* Rough draft of issue system
* Simplify design
* Remove stale files from merge conflicts
* STI for issues
* Cleanup
* Improve Synth api key flow
* Stub api key for test
2024-08-16 12:13:48 -04:00
Zach Gollwitzer
acf3564a86
Fix for invalid accountable data ( #1086 )
2024-08-15 12:49:49 -04:00
Pedro Carmona
3c64f3ff3b
Fix: i18n symbol typo ( #1085 )
2024-08-13 12:31:51 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup ( #1076 )
2024-08-12 20:38:58 -04:00
Zach Gollwitzer
94be117a02
Deposit, Withdrawal, and Interest Transactions for Investment View ( #1075 )
...
* 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
c0908f454a
Temp fix for missing accountables on self hosted instances ( #1071 )
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* Temp fix #1068
* Cleanup
2024-08-09 13:31:32 -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
Tony Vincent
6fa40e0fa2
Fetch exchange rates in bulk from synth ( #1069 )
...
* Fetch exchnage rates in bulk
* Handle paginated response
* Rename method and improve tests
* Change argument names
* Use standard date format
2024-08-09 10:57:33 -04:00
Zach Gollwitzer
6e74414cb2
Add source headers to Synth calls ( #1062 )
2024-08-05 12:21:12 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
...
* 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
453a54e5e6
Add security prices provider (Synth integration) ( #1039 )
...
* User tickers as primary lookup symbol instead of isin
* Add security price provider
* Fetch security prices in bulk to improve sync performance
* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -04:00
Zach Gollwitzer
c70c8b6d86
Ensure transfer name is populated ( #1042 )
...
* Ensure transfer name is populated
* Transfer amount fallback
2024-08-01 12:10:30 -04:00
Tony Vincent
f2a2d2f7e4
Fix demo data reset ( #1041 )
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* Fix demo data reset
* Only delete test user
2024-08-01 08:56:32 -04:00
Zach Gollwitzer
76dd5e57fb
Set minimum supported date for account entries ( #1023 )
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* Set minimum supported date for account entries
* Fix validation proc
* Fix date input in system tests
2024-07-26 10:47:27 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views ( #1000 )
...
* Add holdings tab to account view
* Basic portfolio UI
* Cleanup
* Handle missing holding data
* Remove synced at (implemented in separate pr)
* translations
* Tweak post sync streams
* Remove stale methods from merge conflict
2024-07-25 16:46:04 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login ( #1021 )
2024-07-25 12:51:50 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides ( #998 )
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* Add help articles
* Broadcast sync messages as notifications
* Lint fixes
* more lint fixes
* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
b200b71284
Add currency validation to account, update demo data generator ( #996 )
...
* Add currency validation to account, update demo data generator
* Fix tests
2024-07-17 14:18:12 -04:00
Zach Gollwitzer
ef0f910b9b
Build sample portfolio deterministically ( #993 )
2024-07-17 08:57:28 -04:00
Zach Gollwitzer
47523f64c2
Investment Portfolio Sync ( #974 )
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* Add investment portfolio models
* Add portfolio to demo data
* Setup initial tests
* Rough sketch of sync logic
* Clean up trade sync logic
* Add trade validation
* Integrate trades into sync process
2024-07-16 09:26:49 -04:00
Tony Vincent
d0bc959bee
Sanitize input for ilike in Account::Entry.search ( #988 )
2024-07-16 09:26:14 -04:00
Zach Gollwitzer
34e03c2d6a
Make balance editing easier ( #976 )
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* Make balance editing easier
* Translations
* Fix money input option
* Fix balance sync logic
* Rework balance update flow
2024-07-12 13:47:39 -04:00
