Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) ( #923 )
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* Initial entryable models
* Update transfer and tests
* Update transaction controllers and tests
* Update sync process to use new entries model
* Get dashboard working again
* Update transfers, imports, and accounts to use Account::Entry
* Update system tests
* Consolidate transaction management into entries controller
* Add permitted partial key helper
* Move account transactions list to entries controller
* Delegate transaction entries search
* Move transfer relation to entry
* Update bulk transaction management flows to use entries
* Remove test code
* Test fix attempt
* Update demo data script
* Consolidate remaining transaction partials to entries
* Consolidate valuations controller to entries controller
* Lint fix
* Remove unused files, additional cleanup
* Add back valuation creation
* Make migrations fully reversible
* Stale routes cleanup
* Migrations reversible fix
* Move types to entryable concern
* Fix search when no entries found
* Remove more unused code
2024-07-01 10:49:43 -04:00
Zach Gollwitzer
320954282a
Bump to v0.1.0-alpha.8
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-28 17:22:26 -04:00
Tony Vincent
9e1d8a753b
Fix #921 ( #922 )
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* Fix #921
* Fix linter errors
* Fix test failure
* Remove unused keys
* Add back html rendering
* Remove .tool-versions from repository
* Fix failing test
2024-06-26 14:56:34 -04:00
evangelos-com
3d4def59d6
improvement/#890/clean_up_toast_notification_styles_and_allow_user_to_close_on-demand ( #919 )
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* initial improvement
* Update app/views/shared/_notification.html.erb
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
---------
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-06-25 15:03:34 -04:00
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) ( #904 )
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* Move Transaction to Account namespace
* Fix improper routes, improve separation of concerns
* Replace account transactions list partial with view
* Remove logs
* Consolidate transaction views
* Remove unused code
* Transfer style tweaks
* Remove more unused code
* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
dependabot[bot]
cb3fd34f90
Bump docker/build-push-action from 5 to 6 ( #916 )
...
Bumps [docker/build-push-action](https://github.com/docker/build-push-action ) from 5 to 6.
- [Release notes](https://github.com/docker/build-push-action/releases )
- [Commits](https://github.com/docker/build-push-action/compare/v5...v6 )
---
updated-dependencies:
- dependency-name: docker/build-push-action
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-24 10:58:38 -04:00
dependabot[bot]
593892bc2b
Bump faraday from 2.9.1 to 2.9.2 ( #914 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.9.1 to 2.9.2.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.9.1...v2.9.2 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-24 10:56:56 -04:00
Tony Vincent
bbcd3881db
Fix #910 ( #917 )
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* Fix #910
* Unify helper for balance formatting in transactions and accounts views
* Remove obsolete method
* Rename helper method format_amount_by_curreny => totals_by_currency
2024-06-24 10:56:44 -04:00
dependabot[bot]
ee53546c1b
Bump good_job from 3.29.3 to 3.29.4 ( #912 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 3.29.3 to 3.29.4.
- [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/v3.29.3...v3.29.4 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-24 10:32:26 -04:00
dependabot[bot]
66c27b8df4
Bump pagy from 8.4.4 to 8.4.5 ( #911 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 8.4.4 to 8.4.5.
- [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/8.4.4...8.4.5 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-24 10:32:16 -04:00
dependabot[bot]
03e027e089
Bump selenium-webdriver from 4.21.1 to 4.22.0 ( #915 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.21.1 to 4.22.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.22.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-24 10:32:05 -04:00
dependabot[bot]
b7799aaa8e
Bump rails from 5d34172 to 9e370f0 ( #913 )
...
Bumps [rails](https://github.com/rails/rails ) from `5d34172` to `9e370f0`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](5d34172ff4...9e370f0243
2024-06-24 10:31:43 -04:00
Igor Carvalho
094128fef1
Fix issue #861 : Correct header selection logic in get_selected_header_for_field method ( #918 )
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The get_selected_header_for_field method was incorrectly using the entire field object instead of the field key to dig into the column_mappings hash. This caused an error when trying to retrieve the selected header for a field.
2024-06-24 10:31:21 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group ( #905 )
2024-06-24 06:49:08 -04:00
Zach Gollwitzer
62d5df795b
Bump to v0.1.0-alpha.7
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-21 17:04:59 -04:00
Jakub Kottnauer
3cae528dfd
Allow transfers based on transactions in different currencies ( #903 )
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* Allow transfers between transactions in different currencies
* Review fixes
2024-06-21 17:04:15 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) ( #901 )
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* Move Valuation to Account namespace
* Move account history to controller
* Clean up valuation controller and views
* Translations and cleanup
* Remove unused scopes and methods
* Pass brakeman
2024-06-21 16:23:28 -04:00
Jakub Kottnauer
0bc0d87768
Fix transfer note overflow style ( #902 )
2024-06-21 15:57:55 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
...
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Changelog page that pulls from Github Release notes (#867 )
* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
* Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880 )
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.152.0 to 1.152.3.
- [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
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump mocha from 2.3.0 to 2.4.0 (#878 )
Bumps [mocha](https://github.com/freerange/mocha ) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump octokit from 8.1.0 to 9.1.0 (#877 )
Bumps [octokit](https://github.com/octokit/octokit.rb ) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump rails from `f9c847f` to `5d34172` (#879 )
Bumps [rails](https://github.com/rails/rails ) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](f9c847fac1...5d34172ff4#885 )
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* Ensure correct form's hidden input for selectedIds (#891 )
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* revert unnecessary changes
* revert unnecessary changes
* code review changes
* code review changes
* code review changes
* remove unused imports
* fix: unit tests
* remove border
* fix: transaction padding
* fix: transaction container height
---------
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Tony Vincent
1e0635b31a
Closes maybe-finance/maybe#843 ( #900 )
...
Co-authored-by: Tony Yesudas <tony3vincent@icloud.com>
2024-06-21 10:51:36 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) ( #896 )
...
* Move Transfer to Account namespace
* Fix partial resolution due to namespacing plurality
* Make category and tag controllers consistent with namespacing convention
* Update stale partial reference
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace ( #895 )
2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace ( #894 )
2024-06-20 08:15:09 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 ( #893 )
...
* Rename accountable types
* Merge conflicts
* Fix broken tests
* Add back sidebar changes
2024-06-20 07:26:25 -04:00
ziraq young
778098ebb0
Ensure correct form's hidden input for selectedIds ( #891 )
2024-06-19 16:50:32 -04:00
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching ( #883 )
...
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Jakub Kottnauer
b462bc8f8c
Add merchant select when editing transaction ( #885 )
2024-06-18 08:54:25 -04:00
Zach Gollwitzer
73ecf0b912
Update issue templates
2024-06-17 12:12:41 -04:00
dependabot[bot]
cdaed495b3
Bump rails from f9c847f to 5d34172 ( #879 )
...
Bumps [rails](https://github.com/rails/rails ) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](f9c847fac1...5d34172ff4
2024-06-17 12:04:16 -04:00
dependabot[bot]
651028a9f3
Bump octokit from 8.1.0 to 9.1.0 ( #877 )
...
Bumps [octokit](https://github.com/octokit/octokit.rb ) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-17 11:59:13 -04:00
dependabot[bot]
c4fb9a54a2
Bump mocha from 2.3.0 to 2.4.0 ( #878 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-17 11:56:42 -04:00
dependabot[bot]
9af355fc59
Bump aws-sdk-s3 from 1.152.0 to 1.152.3 ( #880 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.152.0 to 1.152.3.
- [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
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-17 11:55:10 -04:00
Zach Gollwitzer
773cd0da71
Bump to 0.1.0-alpha.6
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-14 16:50:08 -04:00
Mattia
5da34c4609
Changelog page that pulls from Github Release notes ( #867 )
...
* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
2024-06-14 16:40:50 -04:00
Zach Gollwitzer
957584b69c
Clean up sync logic ( #871 )
2024-06-13 17:03:38 -04:00
Zach Gollwitzer
d0a15b8a98
Improve self hosting docs and UI ( #870 )
2024-06-13 16:19:05 -04:00
Zach Gollwitzer
9956a9540e
Add institution management and account editing controls ( #868 )
...
* Add institution management
* Allow user to select institution on create or edit
* Improve redirect behavior
* Final cleanup
* i18n normalization
2024-06-13 14:37:27 -04:00
Zach Gollwitzer
8c1a7af37f
Allow for optional start date on account creation ( #866 )
2024-06-13 09:16:00 -04:00
Zach Gollwitzer
c5704ffd45
Improve account internal linking and redirect behavior ( #864 )
...
* Fix transaction row link and overflow
* Allow user to access imports from account page
* Clean up accounts controller, add link to account page from settings
* Add link to accounts management from accounts summary page
* Cleanup styles
2024-06-11 18:47:38 -04:00
Zach Gollwitzer
8372e26864
Allow optional import fields ( #865 )
2024-06-11 18:46:44 -04:00
dependabot[bot]
6477c0f766
Bump aws-sdk-s3 from 1.151.0 to 1.152.0 ( #854 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.151.0 to 1.152.0.
- [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
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-10 12:39:15 -04:00
dependabot[bot]
2a8bb57c9c
Bump pagy from 8.4.1 to 8.4.4 ( #853 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 8.4.1 to 8.4.4.
- [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/8.4.1...8.4.4 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-10 12:38:44 -04:00
dependabot[bot]
2f432ec0c3
Bump good_job from 3.29.2 to 3.29.3 ( #851 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 3.29.2 to 3.29.3.
- [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/v3.29.2...v3.29.3 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-10 12:38:25 -04:00
dependabot[bot]
e3269e8981
Bump faraday from 2.9.0 to 2.9.1 ( #850 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.9.0 to 2.9.1.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.9.0...v2.9.1 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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2024-06-10 12:37:59 -04:00
dependabot[bot]
8f891b8d8c
Bump tailwindcss-rails from 2.6.0 to 2.6.1 ( #848 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.0 to 2.6.1.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.0...v2.6.1 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-06-10 12:37:04 -04:00
dependabot[bot]
775921092c
Bump rails from 8e7eb03 to f9c847f ( #855 )
...
Bumps [rails](https://github.com/rails/rails ) from `8e7eb03` to `f9c847f`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](8e7eb03d99...f9c847fac1
2024-06-10 12:36:08 -04:00
dependabot[bot]
83e2bfceb8
Bump lucide-rails from 6170b3a to 79d9895 ( #849 )
...
Bumps [lucide-rails](https://github.com/maybe-finance/lucide-rails ) from `6170b3a` to `79d9895`.
- [Commits](6170b3a0ec...79d989593e
2024-06-10 12:32:25 -04:00
Zach Gollwitzer
87a40aafeb
Bump to v0.1.0-alpha.5
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-07 19:29:01 -04:00
Zach Gollwitzer
a681e73fea
Enable bulk editing of transactions ( #846 )
2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1
Bulk transaction deletion ( #845 )
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* Clean up transaction show view, add delete button
* Clean up tailwind global styles, add switch
* Bulk deletion controller and tests
* Normalize translations
* Add bulk deletion button and form
2024-06-07 16:56:30 -04:00
