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860 commits 13 branches 28 tags 24 MiB
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233 commits

Author SHA1 Message Date
Josh Pigford
c2561b5fb4 Handle manually entered securities 2024-10-28 13:33:27 -04:00
Josh Pigford
45935db5f3
Remove dependency on stock exchange table (#1368) 2024-10-25 13:09:02 -05:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions (#1359) 
* allow filtering uncategorized transactions

* user can filter uncategorized transactions test

* rubocop linting
 2024-10-25 09:37:05 -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
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
73e184ad3d
Stock Exchanges with seed (#1351) 
* Stock Exchanges with seed

* Run the seed file on migration

* Fix for enum column
 2024-10-22 14:30:57 -05:00
Zach Gollwitzer
3c0fdd84ee Fix mode bug 2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding (#1328) 
* Basic account onboarding

* Cleanup
 2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324) 
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
 2024-10-18 14:37:42 -04:00
Josh Pigford
c7c281073f
Impersonation (#1325) 
* Initial impersonation

* Impersonation audit

* Keep super admin separate

* Remove vscode settings

* Comment cleanup

* Comment out impersonation fixtures for now

* Remove unused controlelr

* Add impersonation testing (#1326)

* Add impersonation testing

* Remove unused method

* Update schema.rb

* Update brakeman

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-18 11:26:58 -05:00
Josh Pigford
61bf53f233 Rescue RecordNotUnique 
Fixes #1319
 2024-10-17 09:52:06 -05:00
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. (#1286) 
* Add additional subtypes and allow for None

* Add parens for consistency on 401

* Remove cryptocurrency investment subtype

* Handle nil value

* Use objects current subtype as the initial selection

* Remove "None" option to default to helper prompt

* Fix blank/none selection

* Only include blank if subtype is present

* Simplify investment subtype dropdown

* Improve depository subtype
 2024-10-10 21:23:56 -04:00
Zach Gollwitzer
3610c6cae7 Add observed holidays to sync exceptions 2024-10-10 19:29:20 -04:00
Zach Gollwitzer
79ca7e2039 Preserve negative sign on raw CSV values 2024-10-10 18:57:00 -04:00
Zach Gollwitzer
3399b74849
Handle market holidays during holding sync (#1292) 
* Handle market holidays during holding sync

* Use informal holidays instead of custom override
 2024-10-10 18:02:12 -04:00
Arsen Shkrumelyak
77fc5caecf
Minor improvements to categories & changelog pages (#1274) 
* ui: change category badge border color

* ui/ux: use author's name in changelog

* ui: badge border 25% -> 30%
 2024-10-10 16:00:35 -04:00
Zach Gollwitzer
a20809eee3 When unassigned accounts in CSV import, always allow new account creation 2024-10-10 15:51:36 -04:00
Zach Gollwitzer
cd9f20747c
Allow inline account creation when importing CSV (#1291) 
* Allow inline account creation when importing CSV

* Sanitize numeric inputs for CSV

* CSV import date validation

* Lint fix
 2024-10-10 15:14:38 -04:00
Zach Gollwitzer
ff5408c131
Fix group trend color (#1277) 2024-10-09 18:20:45 -04:00
Zach Gollwitzer
0a303ccbd5
Fix currency formatting for 0 values (#1276) 
* Fix currency formatting for 0 values

* Fix loan payment calculation for zero interest rate
 2024-10-09 18:11:36 -04:00
Zach Gollwitzer
a2ab217925
Bug fixes for specialized account pages (#1275) 
* Default for credit card fields

* Save institution on new account forms

* Fix property, vehicle, loan, credit card pages
 2024-10-09 17:20:38 -04:00
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view (#1271) 
* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
 2024-10-09 14:59:18 -04:00
Zach Gollwitzer
fd941d714d
Add loan and credit card views (#1268) 
* Add loan and credit card views

* Lint fix

* Clean up overview card markup

* Lint fix

* Test fix
 2024-10-08 17:16:37 -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
41dff228e8 Crop profile images 2024-10-08 14:25:34 -05:00
Zach Gollwitzer
2f6479f058
Add empty states to account summary page (#1265) 
* Add empty states to account summary page

* Liability icon fix

* Normalize translations

* Clean up modal styles

* Account color updates

* Lint fixes

* Test fix
 2024-10-08 13:00:35 -04:00
Zach Gollwitzer
24d3c0243f
Handle missing weekend stock prices in sync process (#1242) 
* Don't append missing prices if already known

* Add failing test

* Handle weekend stock prices

* Fix tests and gapfill logic
 2024-10-04 14:19:45 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering (#1240) 2024-10-04 09:17:48 -04:00
Zach Gollwitzer
73d61fc990
Fix signage on transaction imports (#1236) 2024-10-03 14:59:24 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions (#1233) 
* DB sessions

* Validations for profile image
 2024-10-03 14:42:22 -04:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support (#1226) 
* Add basic date and time localization

* Normalize translations

* Localize transaction dates

* Removed unsupported Rails locales
 2024-10-02 14:02:17 -04:00
Zach Gollwitzer
7fabca4679
Simplify self host settings controller (#1230) 2024-10-02 12:07:56 -04:00
Zach Gollwitzer
c3c0ab3530
Fix incorrect partial sync balance generation (#1223) 2024-10-01 13:15:24 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 
* 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
 2024-10-01 10:47:59 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha (#1194) 
* Finalize profile settings page

* Translations

* Add ghost button to search menu
 2024-09-20 15:56:21 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters (#1189) 
* Add type filters to transaction search

* Add amount filter
 2024-09-17 10:38:02 -04:00
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) 
* 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
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
Tony Vincent
cf861ccff9
Fix account sync when prices missing (#1127) 2024-08-26 09:36:27 -04:00
Tony Vincent
e1efe97e6f
Fix unable to create Deposit entries in investment portfolio (#1125) 
* Fix unable to create Deposit entries in investment portfolio

* Add system test for deposit transaction
 2024-08-25 17:48:46 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates (#1118) 
* 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) 
* Add backend for property account details

* Rubocop updates

* Add property form with details

* Revert "Rubocop updates"

This reverts commit 05b0b8f3a4.

* Bump brakeman to latest version

* Add overview section to property view

* Lint fixes
 2024-08-23 08:47:08 -04:00
Zach Gollwitzer
4433488562
Fix holding name error (#1113) 
* Add optional debugger to bin/dev script

* Fix holding naming
 2024-08-20 17:35:23 -04:00
Zach Gollwitzer
37ae51f68a
Fix query when account has zero income and expense (#1112) 
* Reproduce error

* Apply fix

* Remove uneeded helper
 2024-08-20 15:44:32 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files (#1099) 
* Rename stimulus controller

* feature: rename raw_csv_str to raw_file_str
 2024-08-19 09:25:07 -04:00