Docker/Maybe
Docker/Maybe
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1178 commits 13 branches 28 tags 24 MiB
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15 commits

Author SHA1 Message Date
Zach Gollwitzer
a51c4d2cba
New onboarding, trials, Stripe integration (#2185)
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* New onboarding, trials, Stripe integration

* Fix tests

* Lint fixes

* Fix subscription endpoints
 2025-05-01 16:47:14 -04:00
Zach Gollwitzer
90a9546f32
Pre-launch design sync with Figma spec (#2154) 
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
 2025-04-30 18:14:22 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup (#2110) 
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
 2025-04-14 11:40:34 -04:00
Zach Gollwitzer
f65b93a352
Data provider simplification, tests, and documentation (#1997) 
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
 2025-03-17 11:54:53 -04:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet (#1926) 
* Simplify provider concerns

* Update tests

* Add UI warning for missing Synth key if family requires external data
 2025-02-28 11:35:10 -05:00
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits (#1733) 
* 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
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
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) 
* 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
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
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
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
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
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts (#1066) 
* 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