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Author SHA1 Message Date
Zach Gollwitzer
bcbb37a146
Client-side validation for Decimal precision of 19,4 (#821) 2024-05-30 22:07:47 -04:00
Zach Gollwitzer
de53a50e45
Sync account after transaction import (#820) 2024-05-30 22:06:32 -04:00
Zach Gollwitzer
32e647f0fb
Support 32 and 64 bit ARM architectures for Docker image
Fixes #816

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-05-30 21:42:09 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Zach Gollwitzer
ee162bbef7
Reuse ci workflow (#819) 2024-05-30 15:44:16 -04:00
Zach Gollwitzer
df391e0a14
Update issue templates 2024-05-28 13:23:15 -04:00
Jakub Kottnauer
6182a62573
Sort accounts in the sidebar (#815) 2024-05-28 13:22:04 -04:00
dependabot[bot]
981a1cb2ee
Bump rails from ed50b93 to c1f1b14 (#814)
Bumps [rails](https://github.com/rails/rails) from `ed50b93` to `c1f1b14`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](ed50b93ebc...c1f1b14adc)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

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2024-05-27 12:11:53 -04:00
dependabot[bot]
e0d8499a8c
Bump propshaft from 0.8.0 to 0.9.0 (#812)
Bumps [propshaft](https://github.com/rails/propshaft) from 0.8.0 to 0.9.0.
- [Release notes](https://github.com/rails/propshaft/releases)
- [Commits](https://github.com/rails/propshaft/compare/v0.8.0...v0.9.0)

---
updated-dependencies:
- dependency-name: propshaft
  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-05-27 12:10:42 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash (#794)
* Fix foreign account sync crash

* Refactor synth provider and show UI error if not configured

* Generate error message on missing exchange rates while converting balances

* Ignore sync messaged in i18n-tasks unused

* Generate missing exchange rate error during entry normalization

* Update alert classes
2024-05-27 12:10:28 -04:00
dependabot[bot]
e9c8897eaf
Bump webmock from 3.23.0 to 3.23.1 (#813)
Bumps [webmock](https://github.com/bblimke/webmock) from 3.23.0 to 3.23.1.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md)
- [Commits](https://github.com/bblimke/webmock/compare/v3.23.0...v3.23.1)

---
updated-dependencies:
- dependency-name: webmock
  dependency-type: direct:development
  update-type: version-update:semver-patch
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2024-05-27 11:28:46 -04:00
dependabot[bot]
9e09931c0e
Bump good_job from 3.28.3 to 3.29.2 (#811)
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.28.3 to 3.29.2.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v3.28.3...v3.29.2)

---
updated-dependencies:
- dependency-name: good_job
  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-05-27 10:32:54 -04:00
Jakub Kottnauer
98f3f172a9
Validate transaction filtering params (#810) 2024-05-27 10:01:08 -04:00
pea-sys
0e15bda6eb
fix: png file can be selected as profile images (#809)
Signed-off-by: pea-sys <49807271+pea-sys@users.noreply.github.com>
2024-05-26 08:55:31 -05:00
Zach Gollwitzer
8f356656fc
Bump to v0.1.0-alpha.3 (#806) 2024-05-24 14:24:03 -04:00
Jakub Kottnauer
6e59fdb369
Add tag preview when importing (#800) 2024-05-24 10:39:24 -04:00
Zach Gollwitzer
457247da8e
Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00
Zach Gollwitzer
41c991384a
Fix duplicate category creation on import (#791)
* Repro

* Fix

* Update signage
2024-05-22 10:02:03 -04:00
Jakub Kottnauer
77f166a5f8
Ignore empty categories while importing (#789)
* Ignore empty categories while importing

* Review fixes
2024-05-22 08:12:56 -04:00
Jakub Kottnauer
ac27a1c87f
Move category dropdown menu content into a turbo frame (#782)
* Move category dropdown menu content into a turbo frame

* Fix lint

* Review fixes

* Cleanup

* Review fixes

* Final cleanup

* Revert schema change
2024-05-22 06:31:25 -04:00
Jakub Kottnauer
32748b0632
Fix import crash with empty transaction name (#783) 2024-05-20 17:21:40 -04:00
Marco Kuper
444155c103
Fix issue with start_date not being set in account creation (#781) 2024-05-20 16:59:23 -04:00
Zach Gollwitzer
8654a98e6e
Update feature-requests.yml
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-05-20 12:16:30 -04:00
Zach Gollwitzer
3dd67d3ed6 Merge remote-tracking branch 'origin/main' 2024-05-20 11:57:34 -04:00
Zach Gollwitzer
4efbb58197 Add feature request discussion template 2024-05-20 11:57:14 -04:00
Jakub Kottnauer
94345ddc3a
Add migration to make all current users admins (#770) 2024-05-20 11:33:19 -04:00
Zach Gollwitzer
6212d57915
Update issue templates 2024-05-20 11:15:32 -04:00
dependabot[bot]
5f75e2e14f
Bump rails from fb4300c to ed50b93 (#774)
Bumps [rails](https://github.com/rails/rails) from `fb4300c` to `ed50b93`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](fb4300ce19...ed50b93ebc)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

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2024-05-20 11:01:09 -04:00
dependabot[bot]
55f7cb1bc2
Bump mocha from 2.2.0 to 2.3.0 (#771)
Bumps [mocha](https://github.com/freerange/mocha) from 2.2.0 to 2.3.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.2.0...v2.3.0)

---
updated-dependencies:
- dependency-name: mocha
  dependency-type: direct:development
  update-type: version-update:semver-minor
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2024-05-20 10:35:31 -04:00
dependabot[bot]
5ac3a808b2
Bump good_job from 3.28.2 to 3.28.3 (#773)
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.28.2 to 3.28.3.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v3.28.2...v3.28.3)

---
updated-dependencies:
- dependency-name: good_job
  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>
2024-05-20 10:35:18 -04:00
Jakub Kottnauer
30c19b9d2e
Show an error notification if account cannot be manually synced (#761) 2024-05-20 10:34:48 -04:00
Jakub Kottnauer
34811d8fd8
Fix currency when importing to foreign accounts (#762) 2024-05-20 09:55:45 -04:00
Zach Gollwitzer
5fa34b4111 Bump to v0.1.0-alpha.2 2024-05-17 18:20:19 -04:00
Zach Gollwitzer
22e6919eb5
Add simplecov (#760) 2024-05-17 18:12:31 -04:00
Zach Gollwitzer
ac46c0c5a9
Fix income summary totals (#759) 2024-05-17 17:50:49 -04:00
Zach Gollwitzer
0d0f766ca1
Fix auto upgrade logic (#758) 2024-05-17 17:25:15 -04:00
Zach Gollwitzer
ddf26cd5e5
Pin Rails to 7-2-stable (#757) 2024-05-17 13:47:30 -04:00
Jakub Kottnauer
31ef3d85f5
Fix CSV import preview crash on empty values (#756) 2024-05-17 10:55:15 -04:00
Moses Gathuku
1bbfdee463
Prefer family currency preference than default currenty (#755) 2024-05-17 09:30:01 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports (#708)
Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Jakub Kottnauer
3d9ff3ad2a
Add start balance to manual accounts (#735)
* Add start_balance to accounts

* Add tests

* Cleanup

* Refactor code and add tests

* Update physical cash demo account to be manual

* Do not populate start_balance in migration

* Cleanup

* Review fixes

* Revert calc change

* Update app/models/exchange_rate.rb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>

* Add test

* Fix syncable bug and update csv tests

---------

Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-16 15:57:21 -04:00
Josh Pigford
daf7ff8ef4 Initial user should be an admin 2024-05-15 11:21:11 -05:00
dependabot[bot]
5ed2c47c20
Bump dotenv-rails from 3.1.1 to 3.1.2 (#743)
Bumps [dotenv-rails](https://github.com/bkeepers/dotenv) from 3.1.1 to 3.1.2.
- [Release notes](https://github.com/bkeepers/dotenv/releases)
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md)
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.1.1...v3.1.2)

---
updated-dependencies:
- dependency-name: dotenv-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
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2024-05-13 13:24:57 -04:00
dependabot[bot]
25a2156c8f
Bump aws-sdk-s3 from 1.149.0 to 1.149.1 (#745)
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.149.0 to 1.149.1.
- [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-patch
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2024-05-13 13:24:33 -04:00
dependabot[bot]
9509a568ac
Bump i18n-tasks from 1.0.13 to 1.0.14 (#746)
Bumps [i18n-tasks](https://github.com/glebm/i18n-tasks) from 1.0.13 to 1.0.14.
- [Release notes](https://github.com/glebm/i18n-tasks/releases)
- [Changelog](https://github.com/glebm/i18n-tasks/blob/main/CHANGES.md)
- [Commits](https://github.com/glebm/i18n-tasks/compare/v1.0.13...v1.0.14)

---
updated-dependencies:
- dependency-name: i18n-tasks
  dependency-type: direct:development
  update-type: version-update:semver-patch
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2024-05-13 13:24:16 -04:00
João Friaça
d4857d9f5b
Fixing typo in Render URL (#737)
Signed-off-by: João Friaça <41522991+friaca@users.noreply.github.com>
2024-05-13 13:23:34 -04:00
Duy Le
943972690e
fix password resets (#741) 2024-05-13 13:23:24 -04:00
Ali Karbassi
b448446fbe
Add pointer to form submit buttons. (#740)
Signed-off-by: Ali Karbassi <ali@karbassi.com>
2024-05-13 13:06:20 -04:00
Zach Gollwitzer
61fae96832
Update issue templates 2024-05-10 06:37:55 -04:00
Zach Gollwitzer
2aee8e3027
Improve self hosting docs (#732) 2024-05-10 06:10:23 -04:00