Zach Gollwitzer
d3d9af8bce
Add basic self hosted onboarding ( #1177 )
...
* Add basic self hosted onboarding
* Lint fix
* Normalize translations
2024-09-13 17:24:19 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page ( #1169 )
2024-09-11 17:24:01 -04:00
Tony Vincent
edf44bec03
Add setting to disable new user registration on self-hosted instances ( #1163 )
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* Add clipboard stimulus controller
* Add invite codes controller
* Setting to force invite code for new signups
* Fix erb linter
* Normalize keys
* Add POST /invite_codes
* Cleanup clipboard_controller.js
* Create invite codes on-demand
* Design changes
* Style alignment
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Split into individual forms
* Fix missing styles
* Update app/javascript/controllers/clipboard_controller.js
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Fix test
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Zach Gollwitzer
cb13fd2245
Fix valuation frame issue ( #1162 )
2024-09-09 17:13:52 -04:00
Zach Gollwitzer
eebc07d75e
Feedback page ( #1160 )
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* 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
c05ee9b572
Remove unused settings temporarily ( #1136 )
2024-08-27 17:10:31 -04:00
Zach Gollwitzer
166ed4b1ea
Fix account transaction form resetting amount to 0 ( #1133 )
2024-08-26 19:10:17 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates ( #1118 )
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* Minimal code style enforcement
* Formatting and lint code updates (no change in functionality)
2024-08-23 10:06:24 -04:00
Zach Gollwitzer
359bceb58e
Vehicle view ( #1117 )
2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View ( #1116 )
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* Add backend for property account details
* Rubocop updates
* Add property form with details
* Revert "Rubocop updates"
This reverts commit 05b0b8f3a4
2024-08-23 08:47:08 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files ( #1099 )
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* Rename stimulus controller
* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Alexander Schrot
4527482aa2
Add support for different column separator in csv import logic ( #1096 )
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* add col_sep to import model
* add validation for col_sep column
* add col_sep option to csv import model
* make use of col_sep option in import model
* add column separator field to new/edit action of an import
* add col_sep parameter to create/update action
* fix spacing between fields
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
---------
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-16 14:00:16 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides ( #1090 )
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* Rough draft of issue system
* Simplify design
* Remove stale files from merge conflicts
* STI for issues
* Cleanup
* Improve Synth api key flow
* Stub api key for test
2024-08-16 12:13:48 -04:00
Alexander Schrot
c70a08aca2
add pagination to account transactions list ( #1095 )
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* add pagination to account transactions list
* use global pagination partial
2024-08-16 09:00:05 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup ( #1076 )
2024-08-12 20:38:58 -04:00
Zach Gollwitzer
94be117a02
Deposit, Withdrawal, and Interest Transactions for Investment View ( #1075 )
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* Trade and Transaction builders
* Consolidate logic
* Remove redundant fields from trade form
* Add deposit, withdrawal, and interest form controls
2024-08-09 20:11:27 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts ( #1066 )
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* Consolidate modal form structure into partial + helper
* Scaffold out trade transaction form
* Normalize translations
* Add buy and sell trade form with tests
* Move entryable lists to dedicated controllers
* Delegate entry group contents rendering
* More cleanup
* Extract transaction and valuation update logic from entries controller
* Delegate edit and show actions to entryables
* Trade builder
* Update paths for transaction updates
2024-08-09 11:22:57 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
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* Handle missing tickers in security price syncs
* Show combined cash and holdings value on account page
* Improve partial locals
2024-08-02 17:09:25 -04:00
pranavbabu
7ba9830db5
Fix: Omit layout for turbo frames with custom sidebar layout ( #1024 )
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* Define layout method
* Use with_sidebar method
---------
Co-authored-by: Pranav Babu <babu@maindeck.io>
2024-07-26 12:00:41 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views ( #1000 )
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* Add holdings tab to account view
* Basic portfolio UI
* Cleanup
* Handle missing holding data
* Remove synced at (implemented in separate pr)
* translations
* Tweak post sync streams
* Remove stale methods from merge conflict
2024-07-25 16:46:04 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login ( #1021 )
2024-07-25 12:51:50 -04:00
Tony Vincent
e7dc6b88ea
Bump pagy with breaking changes fix ( #1016 )
2024-07-22 09:49:53 -04:00
Tony Vincent
75ded1c18f
Set last_login_at only at login instead of every single action ( #1017 )
2024-07-22 09:37:03 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides ( #998 )
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* Add help articles
* Broadcast sync messages as notifications
* Lint fixes
* more lint fixes
* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference ( #994 )
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* Add default currencies to forms based on preference
* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
e51806b98b
More composable forms ( #989 )
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* 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
2024-07-16 14:08:24 -04:00
Tony Vincent
cdbca5aff3
Allow CSV file upload in import flow ( #986 )
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* Add .tool-versions to gitignore
* Add dropzone js for drag and drop file uploads
* UI for csv file uploads for import
* dropzone controller and use lucide_icon instead of svg
* Preview for file chosen
* File upload
* Remove dropzone
* Normalize I18n keys and fix lint issues
* Add system tests
* Cleanup
* Remove unwanted
2024-07-16 09:23:45 -04:00
Andrey Morskov
37d5c149ba
Wrap account update in transaction ( #985 )
2024-07-15 10:03:35 -04:00
Zach Gollwitzer
34e03c2d6a
Make balance editing easier ( #976 )
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* Make balance editing easier
* Translations
* Fix money input option
* Fix balance sync logic
* Rework balance update flow
2024-07-12 13:47:39 -04:00
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications ( #968 )
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* Add sync model
* Fresh fixtures for sync tests
* Sync tests overhaul
* Fix entry tests
* Complete remaining model test updates
* Update system tests
* Update demo data task
* Add system tests back to PR checks
* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
Tony Vincent
3ffb6cb62b
Add error handling for AccountsController#create ( #957 )
2024-07-08 08:53:45 -04:00
Tony Vincent
cc6bf6e961
Enable syncing all accounts in one click ( #948 )
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* Enable syncing all accounts on one click
* Remove argument to sync_later method call
* Add partial for sync all accounts button
* Redirect back if possible when syncing all accounts
2024-07-05 07:36:18 -04:00
Tony Vincent
48092cb704
Enque account sync job after creating transfer ( #946 )
2024-07-04 06:57:26 -04:00
Tony Vincent
f1d0a62ac7
Enable updating Account::Entry#amount ( #942 )
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- Enable updating transaction type income/expense
- Enable updating transaction amount
2024-07-03 15:54:05 -04:00
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
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
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
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
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
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* 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
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) ( #896 )
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* 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
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
Mattia
5da34c4609
Changelog page that pulls from Github Release notes ( #867 )
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* 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 )
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* 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 )
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* 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
