Zach Gollwitzer
77def1db40
Nested Categories ( #1561 )
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* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
a4d10097d5
Preserve pagination on entry updates ( #1563 )
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* Preserve pagination on entry updates
* Test fix
2024-12-20 11:24:46 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
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* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users ( #1552 )
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2024-12-17 09:58:08 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries ( #1550 )
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* Handle nil name for entries
* Fix tests
2024-12-16 12:52:11 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
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* Add data enrichment
* Make data enrichment optional for self-hosters
* Add categories to data enrichment
* Only update category and merchant if nil
* Fix name overrides
* Lint fixes
2024-12-13 17:22:27 -05:00
Zach Gollwitzer
027c18297b
Fix holding avg cost calculation
2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
2024-12-12 08:56:52 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* Start tests rework
* Cash balance on schema
* Add reverse syncer
* Reverse balance sync with holdings
* Reverse holdings sync
* Reverse holdings sync should work with only trade entries
* Consolidate brokerage cash
* Add forward sync option
* Update new balance info after syncs
* Intraday balance calculator and sync fixes
* Show only balance for trade entries
* Tests passing
* Update Gemfile.lock
* Cleanup, performance improvements
* Remove account reloads for reliable sync outputs
* Simplify valuation view logic
* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
Zach Gollwitzer
a9daba16c1
Fix account activity view search
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2024-12-05 08:39:16 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key ( #1515 )
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* Handle invalid API key
* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3
Updated domain to maybefinance.com
2024-12-03 11:09:57 -06:00
Zach Gollwitzer
c456950de8
Fix transaction filters selection bar controller error
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2024-12-02 14:06:56 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
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* Consolidate entry controller logic
* Transaction builder
* Update trades controller to use new params
* Load account charts in turbo frames, fix PG overflow
* Consolidate tests
* Tests passing
* Remove unused code
* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Josh Pigford
a9b61a655b
Synth error handling ( #1502 )
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* Synth error handling
* Revert "Synth error handling"
This reverts commit fd6a0a12b4
2024-11-26 07:45:00 -06:00
Arsen Shkrumelyak
1c2f075053
Fix bug: Loan % doesn't allow exact rate ( #1492 )
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* Fix bug: Loan % doesn't allow exact rate
Fixes #1487
Change the step of the interest rate field to 0.005.
It's unlikely that we'll see interest rates in smaller increments.
* step 0.005
* migration for loan interest rates precision
* add new line
2024-11-22 15:28:10 -05:00
Jestin Palamuttam
571fc4db75
Replaced Native Scrollbars with Tailwind Scrollbars on Windows ( #1493 )
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* feat: scrollbar styling for windows browsers
* fix: lint
2024-11-22 15:27:07 -05:00
Josh Pigford
c8302a6d49
Let super admins toggle admin bar
2024-11-22 14:22:52 -06:00
Zach Gollwitzer
6996a225ba
Add post-sync UI stream updates ( #1482 )
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* Add post-sync UI stream updates
* Fix stream channel id
2024-11-20 16:46:06 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies ( #1477 )
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2024-11-18 15:50:47 -05:00
Zach Gollwitzer
fcb95207d7
Limit transaction editing for crypto accounts
2024-11-18 12:49:03 -05:00
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
Sergio Behrends
3bc9da4105
Adds a common DE format ( #1445 )
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2024-11-11 09:57:50 -05:00
Tony Vincent
278d04a73a
Fix registration fails silently when there are errors ( #1455 )
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* Fix registration fails silently with long passwords
* Add maxlength
2024-11-11 09:41:17 -05:00
Zach Gollwitzer
31ecd3ccd4
Fix precision in money input
2024-11-11 09:39:32 -05:00
Zach Gollwitzer
3ef67faf7e
Show search bar even when no results in entries
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Fixes #1449
2024-11-11 09:26:19 -05:00
Tony Vincent
e434ed0e1f
Add text-overflow: ellipsis property for account name display ( #1431 )
2024-11-07 08:42:51 -06:00
Zach Gollwitzer
2722254be9
Sync account after balance deletion
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- Fixes #1416
- Fixes timezone bugs in forms
2024-11-05 19:31:24 -05:00
Zach Gollwitzer
f2739b79fb
Improve password reset flow, normalize translations
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2024-11-05 17:15:29 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms ( #1406 )
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* Remove balance mode, sketch out refactor
* Activity view checkpoint
* Entry partials, checkpoint
* Finish txn partial
* Give entries context when editing for different turbo responses
* Calculate change of balance for each entry
* Account tabs consolidation
* Translations, linting, brakeman updates
* Account actions concern
* Finalize forms, get account system tests passing
* Get tests passing
* Lint, rubocop, schema updates
* Improve routing and stream responses
* Fix broken routes
* Add import option for adding accounts
* Fix system test
* Fix test specificity
* Fix sparklines
* Improve account redirects
2024-11-04 20:27:31 -05:00
Josh Pigford
793bd852a0
Family invites ( #1397 )
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* Initial pass at household invites
* Invitee setup
* Clean up add member form
* Lint and other tweaks
* Security cleanup
* Lint
* i18n fixes
* More i18n cleanup
* Show pending invites
* Don't use turbo on the form
* Improved email design
* Basic tests
* Lint
* Update onboardings_controller.rb
* Registration + invite cleanup
* Lint
* Update brakeman.ignore
* Update brakeman.ignore
* Self host invite links
* Test tweaks
* Address missing param error
2024-11-01 10:23:27 -05:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction ( #1393 )
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* Remove Description field
* Auto naming of tranfer transaction
* Fix transfer test
* Improve Transfer entries names
2024-11-01 08:58:19 -04:00
Nico
7946cd7819
Adds condition to skip link to transaction form if it's not editable ( #1394 )
2024-10-31 08:57:06 -04:00
Josh Pigford
5e2b932648
Use Synth logo for holdings
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2024-10-30 12:14:11 -04:00
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection ( #1392 )
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* 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
7d8028b505
Stock filter ( #1376 )
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* 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
2024-10-28 15:49:19 -04:00
Zach Gollwitzer
e5eb69bdc7
Fix hidden selection bars on account views
2024-10-28 11:29:52 -04:00
Guillem Arias Fauste
3cd364af09
fix bulk action bar positioning ( #1370 )
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* fix bulk action bar positioning
* remove extra space
2024-10-28 08:02:49 -04:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions ( #1359 )
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* allow filtering uncategorized transactions
* user can filter uncategorized transactions test
* rubocop linting
2024-10-25 09:37:05 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth ( #1364 )
2024-10-24 17:28:29 -04:00
Zach Gollwitzer
d93fbbcaa8
Fix tooltip on charts
2024-10-24 12:06:42 -04:00
Josh Pigford
e6403fab70
Modal design tweaks
2024-10-24 10:16:24 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
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* 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 )
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* 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
Zach Gollwitzer
3c0fdd84ee
Fix mode bug
2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding ( #1328 )
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* Basic account onboarding
* Cleanup
2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow ( #1324 )
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* 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 )
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* 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
d4bfcfb6f4
Fix for transaction drawer securities missing prices
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Fixes #1321
2024-10-17 10:52:04 -05:00
Josh Pigford
4118cc8a31
Fix for scrollbars on alerts
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Fixes #1320
2024-10-17 10:16:34 -05:00
