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27 commits

Author SHA1 Message Date
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
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection (#1392)
* 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
aa3342b0dc
Stock imports (#1363)
* Initial pass

* Marketstack data provider

* Marketstack data provider

* Refactor a bit
2024-10-24 16:36:50 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes (#1357)
* Clean up env example files

* Fix duplicate category creations

* Fix duplicate tag and merchant creation

* Add initial valuation to imported accounts

* Add upgrade modal prompt

* Don't hide content on billing page

* Add temporary session for new customers

* Lint fixes

* Fix unused translations

* Fix system tests
2024-10-24 11:02:27 -04:00
Josh Pigford
9313620968 Updated Synth env variable description 2024-10-22 13:10:51 -05:00
Josh Pigford
0afab5296c Email sender 2024-10-09 08:37:45 -05:00
Alter Lagos
0d7164af9b
Set 3000 as the default web port (#1215)
Having by default `PORT=` only assigns to that variable `0`, which is
interpreted by puma to start the web app in a random port when `bin/dev`
is called.
2024-10-09 08:21:15 -04:00
Josh Pigford
31f3ff6a16
Billing (#1269)
* Change env SELF_HOSTING_ENABLED to SELF_HOSTED

* Initial Stripe implementation

* Fix portal link

* Use webhook signatures

* Migrated to new Stripe gem conventions

Also updated resource routing

* Added faraday-multipart gem to resolve middleware notice

* Merge fix

* Merge fix

* Temporary upgrade prompt for early access

* Lint fix

* i18n fixes

* Remove catch-all rescue

* Update .env.example
2024-10-08 14:37:47 -05:00
Josh Pigford
78b0674052 Support for Cloudflare R2 2024-10-08 13:05:45 -05:00
Claude Ayitey
d240c59d7f
Allow users to set port in env (#726)
* Add custom port option to env.example

* Update readme.

* Port in bin/dev looks for env var before defaulting to 3000

* Change port for mailer in dev environment.

* Revisions in dev and readme files.
2024-05-08 15:54:40 -04:00
Radu C. Martin
930dc26828
Self Hosting: Docker Compose setup and flow (#640)
* feat(self-hosting): add docker-compose and ghcr release workflow

* WIP: address review comments

* WIP: fix linting
2024-05-06 18:52:14 -04:00
Zach Gollwitzer
98df7ccb11
Deps cleanup (#702) 2024-05-02 10:18:06 -04:00
Christian
dc024d63b0
Feature/profile image uploads (#687)
* Introduce ActiveStorage

* Add active storage related service gems

* Update storage.yml

* Install image processing gem
- sudo apt-get install libvips (required dependency)

* Set default active storage service

* Add profile image to user model

* Amend form to allow profile images to be saved, introduce stimulus controller.

* Purge image when form is blank

* Update markup/stimulus controller

* Add test for profile image uplaods

* Add profile image validation

* Use rails guide gem versions

* Use correct ERB syntax and make all storage options configurable

* Ensure form submits when user clears profile image

* Add profile image thumbnail method

* Extract profile image to a partial

* Updates env.example and storage.yml

* Fix bug with double form save

* Add profile image to the sidenav

* Update production config

* Fix ERB formatting

* normalize en.yml

* Handle non-square images

* Use pre-processing on thumbnail variant

* Resovle gemfile.lock issues

* Rubocop style changes

---------

Signed-off-by: Christian <47796704+crobbo@users.noreply.github.com>
Co-authored-by: Christian Robinson <christian@robbo.dev>
2024-04-30 13:38:33 -04:00
Thibaut Gorioux
6fdb8e8d69
Allow a self-hosted user to configure their SMTP settings directly from within the UI (#682)
* Add setting fields to model

* Allow to configure SMTP settings

* Normalize locales

* Cleanup locales

* Remove 'coming soon'

* fix test

* Reset credentials

* Reset development config

* Check smtp spelling

* Use post instead of get method

* TLS ENV variable is more descriptive

* Rework application mailer

* Follow rails convention for mailer action params

* Reset schema.rb to main

* Test WIP

* Add test for controller and mailer

* Move tests from controller to model

* Custom error message if settings are not all present

* Comment smtp config in development env

* Add default tls enabled value

* Rubocop

* Fix controller test

* Reset credentials

* Normalize locales

* Test

* fix test

* Fix application mailer test that fails randomly

* Error flash message instead of notice

* Rework application mailer tests
2024-04-29 16:44:24 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Josh Pigford
21e2d05d0c Sentry 2024-04-08 11:29:11 -05:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Josh Pigford
de0cba9fed Update .env.example 2024-03-20 13:27:40 -05:00
Josh Pigford
4843cf22c6
Use Synth for exchange rates (#514)
* Switch currency seeding over to Synth

* Switch all exchange rates over to Synth
2024-03-04 10:26:20 -06:00
Nishiki (錦華)
42631eafd3
docs: add dev containers config gotcha in README (#479)
* docs: add dev containers config gotcha in README

* Add comment in `.env.example`

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-26 06:46:45 -05:00
Mohamed Halat
fd8ce1b32a
chore: add ability to change DB_PORT from standard 5432 (#480) 2024-02-26 06:44:07 -05:00
Josh Pigford
aa351ae616
Multi-currency support (#425)
* Initial foundational pass at multi-currency

* Default format currency

* More work on currency and exchanging

* Re-build currencies on change

* Currency import/setup

* Background job overhaul + cheaper OXR plan support

* Lint fixes

* Test fixes

* Multi-currency setup instructions

* Allow decimals in the balance field

* Spacing fix for form

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2024-02-10 16:18:56 -06:00
Muhammed Kılıç
2ccb52056d
Add dotenv-rails gem to fix environment variable error for db setup (#334)
* Add dotenv-rails gem to fix environment variable error for db setup

* Add environment variables

* Add default database values to environment variables
2024-02-06 19:32:19 -06:00
Josh Pigford
0f886c6fd5 Possible fix for SMTP errors 2024-02-03 17:59:34 -06:00
Josh Pigford
936ae9f610 App domain for mailers 2024-02-03 17:44:08 -06:00
Josh Pigford
add4002550
Initial email settings (#286)
* Initial email settings

* Fixed linter errors

* Added email instructions
2024-02-03 17:28:38 -06:00
Josh Pigford
1ab40350ae Added .env.example 2024-02-03 14:47:25 -06:00