* 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
* Initial pass at stock filtering
* Rough in filter
* Cleaning up security listing
* Tweak to search function
* Combobox tweaks
* Clean up search query
* Update trades test with combobox
* Update securities.yml
* Stubbing in early access
* Styling
* Title tweak
* Early access tweaks
Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point
* Lint
* Remove stale 1.0 import logic and model
* Fresh start
* Checkpoint before removing nav
* First working prototype
* Add trade, account, and mint import flows
* Basic working version with tests
* System tests for each import type
* Clean up mappings flow
* Clean up PR, refactor stale code, tests
* Add back row validations
* Row validations
* Fix import job test
* Fix import navigation
* Fix mint import configuration form
* Currency preset for new accounts
* Make forms more composable, opt-in to form builder
* Remove unused method
* Simpler money input controls
* Add in new form styling to imports
* Lint fixes
* Small tweak of multi select styles
* 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
* 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
* Add bulk selection UI
* Handle bulk selection with Stimulus controller instead of session
* Update tests
* Remove stale routes
* Remove old system test helper methods
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
* Hide the additional arrow shown on safari browser for summary tag
* Move global css to tailwind config
---------
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
* Add and organise component stylesheets
* Revert CSS folder and file structure
* Add FormsHelper and FormBuilder to apply component classes
* Refactor label args
Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Signed-off-by: Josh Brown <josh@joossh.com>
* Update form field styles
* Apply form builder to all fields
* Remove redundant style rules
Some of these were either duplicative or had no effect.
* Apply default submit button styles
* Set default form class
* Fix opacity of input when focused
---------
Signed-off-by: Josh Brown <josh@joossh.com>
Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
