Zach Gollwitzer
d1b506d16c
Pass date as UTC for graphs
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2024-11-19 16:23:21 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies ( #1477 )
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2024-11-18 15:50:47 -05:00
Zach Gollwitzer
fcb95207d7
Limit transaction editing for crypto accounts
2024-11-18 12:49:03 -05:00
Zach Gollwitzer
743e291d56
Fix tooltip trend color
2024-11-18 12:01:27 -05:00
Zach Gollwitzer
6105f822b7
Display chart dates in UTC
2024-11-18 11:44:41 -05:00
Alex
9cc9f42bdc
Allow custom column separator for CSV parsing in uploads controller ( #1470 )
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* Allow custom column separator for CSV parsing in uploads controller
* Add column separator parameter for CSV uploads in tests
2024-11-18 11:31:17 -05:00
dependabot[bot]
8b672c4062
Bump stripe from 13.1.1 to 13.1.2 ( #1472 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.1.1 to 13.1.2.
- [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/v13.1.1...v13.1.2 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-11-18 10:57:31 -05:00
dependabot[bot]
8befb8a8b0
Bump aws-sdk-s3 from 1.170.0 to 1.171.0 ( #1471 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.170.0 to 1.171.0.
- [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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2024-11-18 10:57:14 -05:00
dependabot[bot]
f15875560e
Bump faraday from 2.12.0 to 2.12.1 ( #1473 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.0 to 2.12.1.
- [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/v2.12.0...v2.12.1 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-11-18 10:57:02 -05:00
dependabot[bot]
951a29d923
Bump pagy from 9.2.1 to 9.3.0 ( #1474 )
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Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.2.1 to 9.3.0.
- [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/9.2.1...9.3.0 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-11-18 10:56:53 -05:00
dependabot[bot]
91eedfbd1b
Bump plaid from 33.0.0 to 34.0.0 ( #1475 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 33.0.0 to 34.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v33.0.0...v34.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-type: direct:production
update-type: version-update:semver-major
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2024-11-18 10:56:36 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users ( #1476 )
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* Fix redirect 404 bug
* Make encryption optional for self-hosters
* Fix test
2024-11-18 10:47:05 -05:00
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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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
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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Co-authored-by: Josh Pigford <josh@joshpigford.com>
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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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
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
...
Signed-off-by: dependabot[bot] <support@github.com>
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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Signed-off-by: dependabot[bot] <support@github.com>
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
