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
dependabot[bot]
9522a191de
Bump stripe from 13.1.0 to 13.1.1 ( #1450 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.1.0 to 13.1.1.
- [Release notes](https://github.com/stripe/stripe-ruby/releases )
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.1.0...v13.1.1 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-11-11 09:57:30 -05:00
dependabot[bot]
ed87023c0f
Bump pagy from 9.1.1 to 9.2.1 ( #1453 )
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Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.1.1 to 9.2.1.
- [Release notes](https://github.com/ddnexus/pagy/releases )
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ddnexus/pagy/compare/9.1.1...9.2.1 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-11-11 09:44:18 -05:00
dependabot[bot]
3d7a74862d
Bump aws-sdk-s3 from 1.169.0 to 1.170.0 ( #1452 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.169.0 to 1.170.0.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-11-11 09:44:04 -05:00
dependabot[bot]
fc3695dda9
Bump ruby-lsp-rails from 0.3.21 to 0.3.26 ( #1451 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.21 to 0.3.26.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.21...v0.3.26 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
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2024-11-11 09:43:51 -05:00
Tony Vincent
278d04a73a
Fix registration fails silently when there are errors ( #1455 )
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* 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
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Fixes #1449
2024-11-11 09:26:19 -05:00
Zach Gollwitzer
8ba04b0330
Fix confirm message
2024-11-11 09:21:13 -05:00
Zach Gollwitzer
56ab092f6b
Bump to v0.2.0-alpha.2
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-11-08 14:55:56 -05:00
Tony Vincent
b3ef995d1f
Fix duplicate invites ( #1437 )
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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
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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
cee9692b35
Update Ruby version note
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 11:06:36 -05:00
Luis Ezcurdia
18266c3352
Bump ruby version to 3.3.5 ( #1402 )
2024-11-05 11:05:08 -05:00
dependabot[bot]
c3400856c7
Bump rails from 7.2.1.2 to 7.2.2 ( #1410 )
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Bumps [rails](https://github.com/rails/rails ) from 7.2.1.2 to 7.2.2.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.1.2...v7.2.2 )
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-11-05 08:17:40 -05:00
dependabot[bot]
a0ad33e47c
Bump stripe from 13.0.2 to 13.1.0 ( #1411 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.0.2 to 13.1.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases )
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.0.2...v13.1.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-minor
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 08:16:11 -05:00
dependabot[bot]
65d46397d7
Bump pagy from 9.1.0 to 9.1.1 ( #1409 )
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Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.1.0 to 9.1.1.
- [Release notes](https://github.com/ddnexus/pagy/releases )
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ddnexus/pagy/compare/9.1.0...9.1.1 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 08:15:52 -05:00
dependabot[bot]
905eb7bbe8
Bump selenium-webdriver from 4.25.0 to 4.26.0 ( #1412 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.25.0 to 4.26.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.25.0...selenium-4.26.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 08:15:40 -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
alekseyp
12e4f1067d
Update en.yml ( #1401 )
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Signed-off-by: alekseyp <aleksey.potaneyko@gmail.com>
2024-11-01 15:01:47 -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 )
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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
Zach Gollwitzer
09b269273a
Safe load yaml files
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2024-11-01 09:42:00 -04:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction ( #1393 )
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* 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 )
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* 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 )
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* fix bulk action bar positioning
* remove extra space
2024-10-28 08:02:49 -04:00
dependabot[bot]
277fb3dc39
Bump mocha from 2.4.5 to 2.5.0 ( #1378 )
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Bumps [mocha](https://github.com/freerange/mocha ) from 2.4.5 to 2.5.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.4.5...v2.5.0 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
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2024-10-28 07:56:44 -04:00
dependabot[bot]
439e50bb3e
Bump pg from 1.5.8 to 1.5.9 ( #1379 )
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Bumps [pg](https://github.com/ged/ruby-pg ) from 1.5.8 to 1.5.9.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md )
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.8...v1.5.9 )
---
updated-dependencies:
- dependency-name: pg
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-10-28 07:56:36 -04:00
dependabot[bot]
2141cbb041
Bump rails from 7.2.1.1 to 7.2.1.2 ( #1380 )
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Bumps [rails](https://github.com/rails/rails ) from 7.2.1.1 to 7.2.1.2.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.1.1...v7.2.1.2 )
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-10-28 07:56:25 -04:00
dependabot[bot]
d78f582af2
Bump ruby-lsp-rails from 0.3.20 to 0.3.21 ( #1381 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.20 to 0.3.21.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.20...v0.3.21 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
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2024-10-28 07:56:01 -04:00
