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698 commits

Author SHA1 Message Date
Zach Gollwitzer
bcb47a9d29 Fix auto sync trigger logic and add tests 2025-05-13 16:14:29 -04:00
Alex Hatzenbuhler
bebe7b40d6
Improve rules - add name, allow sorting, improve UI (#2177)
* Add ability to name a rule

* Add sorting by name and date,

* Improve rule page and form design

* Small header tweak

* Improve sorting click areas by including icon

* Fix brakeman

* Use icon helper instead of lucide_icon helper

* Fix double headers with new DialogComponent

* Use updated_at for sorting instead of created_at

* Use copy-plus icon for compound rules

* Remove icons and change IF/THEN/FOR font in edit form

* Use text-secondary on disabled rules

* First pass at redesigning the sorting menu

* New rule list

* Borders instead of shadows

* Apply proper text color to TO in edit form

* Improve dark mode with proper background color classes

* Use border-secondary

* Add touch: true to conditions and actions of a rule, so updated_at works as expected

* Fix db schema

* Change sort direction to be a LinkComponent outside of the form for better sort behavior

* Clean up dropdown design to match figma

* Match tags/categories design

* Fix name text color, add bg-divider background for dividers

* Fix family subscription tests (thanks zach!)
2025-05-13 15:53:13 -04:00
Alex Hatzenbuhler
30d3eef67f
Fix AND prefix on rule form (#2234)
* Fix AND prefix on rule form

This new condition prefix data target is used to ensure the AND prefix is added/removed to additional conditions/groups when there aren't any saved conditions yet.

* Ensure the condition group "Add condition" button is type button to avoid form submission

* Add prefix update when removing a subcondition

* Use data condition to update the prefix on conditions, condition groups, and subconditions

* Use condition remove instead of element remove for condition groups so prefix logic runs

* Add back explicit show_prefixes to ensure subconditions never have a prefix

* Run the prefix update runs on a load of a form, which handles prefixes on an edit since no conditions change

* Ensure saved items that are marked for removal don't impact the index

* Simplify logic since we don't process subconditions

* Clean up comments

* Add primary_condition_title field to rule model
2025-05-13 10:34:41 -04:00
Zach Gollwitzer
9e6e4b1ce6 Only run Plaid syncs via webhook after initial sync
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2025-05-12 18:55:19 -04:00
Zach Gollwitzer
908b3e2489 Temporary disable of sync cascade behavior 2025-05-12 15:41:14 -04:00
Zach Gollwitzer
a268c5a563 Revert "Add env to toggle provider price syncs"
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This reverts commit 0006b6f6ca.
2025-05-09 17:47:35 -04:00
Zach Gollwitzer
0006b6f6ca Add env to toggle provider price syncs 2025-05-09 16:59:23 -04:00
Zach Gollwitzer
48a07d6158 Revert batch upserting 2025-05-09 16:42:44 -04:00
Zach Gollwitzer
5d798fe0a0 Remove retry logic from security upsert 2025-05-09 16:31:16 -04:00
Zach Gollwitzer
f07c41821e Add warn log for security price upsert retries 2025-05-09 16:05:10 -04:00
Zach Gollwitzer
7605b0221d Batch upsert security prices on sync 2025-05-09 15:56:48 -04:00
Zach Gollwitzer
ab2cec55e7
Propagate child sync errors up to parent, fix sync status (#2232)
* Propagate child sync errors up to parent, fix sync status

* Remove testing error
2025-05-09 14:56:49 -04:00
Alex Hatzenbuhler
3371243a00
Use single list for desktop and mobile nav bars (#2227)
* Add rules_label to locale file

* Add rules to settings sidebar, use locale text

* Use a single list for mobile and desktop nav
2025-05-09 09:52:18 -04:00
Zach Gollwitzer
d8e058d7c6 Handle case sensitive values when creating securities
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2025-05-08 14:31:43 -04:00
Zach Gollwitzer
867318cbc1 Improve sync data management 2025-05-08 12:52:40 -04:00
Zach Gollwitzer
1e5edd9f2f
Fix Plaid cash balance double counting (#2222)
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* Fix Plaid cash balance double counting

* Fix today's cash balance

* Simplify balance trends in activity view
2025-05-08 12:25:53 -04:00
Alex Hatzenbuhler
42207e487e
Fix dark mode welcome screen for self-hosting (#2225) 2025-05-08 08:45:28 -05:00
Zach Gollwitzer
ea1b6f2bd8
Fix chart timezone bug (#2224)
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2025-05-07 22:19:09 -04:00
Zach Gollwitzer
2707a40a2a
Handle nested child syncs (#2220)
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2025-05-07 18:12:08 -04:00
Zach Gollwitzer
8b857e9c8a Notify parent sync in ensure block 2025-05-07 16:51:11 -04:00
Zach Gollwitzer
a07e9d40a3
Transactional locks for sync completions (#2219)
* Transactional locks for sync completions

* Lower sync display logic tolerance in UI
2025-05-07 16:28:58 -04:00
Zach Gollwitzer
71be2a04ad Fix rule title reference 2025-05-07 14:10:56 -04:00
Zach Gollwitzer
a67f36bf64
Prevent account deletions when account is linked to a Plaid Item (#2218)
* Prevent account deletions when account is linked to a Plaid Item

* Only guard deletions in UI and controller, not at model level
2025-05-07 13:56:20 -04:00
Zach Gollwitzer
628d266980 Fix merchant assignment to transactions
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2025-05-07 11:05:29 -04:00
Zach Gollwitzer
2b2dfd03e0 Fix select contrast issues in dark mode forms 2025-05-07 10:23:06 -04:00
Zach Gollwitzer
fb7107d614
feature(dark mode): misc design fixes (#2215)
* Fix category dark mode styles

* Fix sidebar account tab states

* Fix dashboard balance sheet group styles

* Fix budget dark mode styles

* Fix chart gradient split

* Fix prose styles in dark mode

* Add back chat nav id for tests
2025-05-07 09:26:06 -04:00
Zach Gollwitzer
c26a7dd2dd Handle super admins for billing emails
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2025-05-06 14:14:57 -04:00
Zach Gollwitzer
5da4bb6dc3
Subscription tests and domain (#2209)
* Save work

* Subscriptions and trials domain

* Store family ID on customer

* Remove indirection of stripe calls

* Test simplifications

* Update brakeman

* Fix stripe tests in CI

* Update billing page to show subscription details

* Remove legacy columns

* Complete billing settings page

* Fix hardcoded plan name

* Handle subscriptions for self hosting mode

* Lint fixes
2025-05-06 14:05:21 -04:00
Joseph Ho
8c10e87387
holding: Add multi-currency support for average costs calculations. (#2153)
Fixes: #2051.
2025-05-06 12:12:44 -04:00
Alex Hatzenbuhler
60c3a04a48
Add rule option to change transaction name (#2175)
* Add change name rule for transaction

* Use HTML template in the ERB, clone and inject those templates from the stimulus controller

* Put back the ai_enabled check

* Update docs

* Example of what no case statement would look like

* Remove action_type and needs_value now that controller is injecting templates/hiding action target

* add "to" to template, improve no-option selection, ensure text box is cleared
2025-05-06 12:11:56 -04:00
Alex Hatzenbuhler
c0267d5665
Use icon helper for all-the-things (#2191)
* Use icon helper for all-the-things

* Pass size and color to the icon from buttonish components directly
2025-05-06 12:08:18 -04:00
Zach Gollwitzer
0fdeebceb1 Fix bulk edit dialog form structure 2025-05-06 11:53:12 -04:00
Zach Gollwitzer
2e0794b8e1 Fix bulk editing
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2025-05-06 11:01:15 -04:00
Zach Gollwitzer
2000f05453
Match Plaid holding values on current day (#2212)
* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test
2025-05-06 09:25:49 -04:00
Akshay Birajdar
470b753833
fix: Rule notification should not be triggered when category is unassigned (#2214) 2025-05-06 09:15:14 -04:00
Joseph Ho
fea1baeb1e
import: Align elements correctly while importing CSV. (#2210)
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2025-05-05 12:49:25 -04:00
Alex Hatzenbuhler
c022e862aa
Add ability to delete all tags (#2200)
* Add ability to delete all tags

* Downcase resource for confirmation

* Clean up deletion resource names

* titleize button
2025-05-05 12:43:46 -04:00
Hayden Bleasel
6e4d35d6ae
Update filled_icon_component.rb (#2205) 2025-05-05 12:40:06 -04:00
Zach Gollwitzer
441f436187
Onboarding redirect tests and trial status bar (#2197)
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* Onboarding redirect tests and trial status bar

* use helper method

* Fix time tolerance failure

* Update post-onboarding message to be generic

* Disable turbo frames on Trial start button

* Update flash notice in test
2025-05-02 15:21:46 -04:00
Zach Gollwitzer
bc7e32deab Fix event processor api 2025-05-02 12:05:50 -04:00
Zach Gollwitzer
a7a29b4780 Prevent ai icon shrinking 2025-05-02 11:42:09 -04:00
Zach Gollwitzer
1e1ed5ca45 Light / dark assistant icon 2025-05-02 11:36:32 -04:00
Zach Gollwitzer
793a5d2502 Fix Stripe event retrieval error 2025-05-02 10:09:23 -04:00
Zach Gollwitzer
84eb2c90d4 Fix self host onboarding 2025-05-02 09:34:48 -04:00
Zach Gollwitzer
752835f492 Fix transaction form account pre-filling and form styles 2025-05-02 08:45:17 -04:00
Zach Gollwitzer
a1d64d6c2e Fix subdued text in transaction form 2025-05-02 08:23:37 -04:00
Zach Gollwitzer
c24ae1762f Fix account value cutoff on mobile 2025-05-02 08:20:31 -04:00
Zach Gollwitzer
adc5bf58d7 Fix clean import dark mode styles 2025-05-02 08:15:12 -04:00
Zach Gollwitzer
0c79b335f1 Fix self hosted subscription redirect 2025-05-02 07:58:14 -04:00
Zach Gollwitzer
be0d51057d Fix syntax error in account template 2025-05-02 07:54:12 -04:00