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12 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
e6403fab70 Modal design tweaks 2024-10-24 10:16:24 -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
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Josh Pigford
3893060f8e
Early access (#1272)
* 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
2024-10-09 13:17:58 -05:00
Josh Pigford
ffd54e4065
Intercom integration (#1267)
* Intercom integration

Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.

* Update app/views/layouts/_sidebar.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Update app/views/pages/feedback.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Family = Company in Intercom

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-08 10:50:49 -05:00
Zach Gollwitzer
eebc07d75e
Feedback page (#1160)
* Add feedback page

* Only show latest release on changelog

* Constrain changelog height

* Ignore sanitization warning for Github content

* Add cassette for Github release notes

* Lint fix
2024-09-09 16:54:56 -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
Zach Gollwitzer
5a5f13b46b
Add new settings profile and preferences pages (#672)
* Add new settings profile and preferences pages

* Fix lint errors
2024-04-25 07:54:56 -04:00
Josh Pigford
0922a7cbd6 Form save icon
Fixes #310
2024-02-05 12:45:56 -06:00
Josh Pigford
3bf7b47040 New bank addition (mostly hashing out STI bits)
Messy and gross. Will get cleaned up in the next couple of commits.
2024-02-02 10:39:16 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00