* 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
* 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
An overhaul and cleanup of the transactions feature including:
- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
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
* Added erblint and fixed offenses
* Added erblint bintstub. Included erblint into CI
* Merged GitHub Actions tasks for rubocop and erblint into one
* Added config for erblint.
* Reverted erblint call in the CI
* Support all currencies, handle outside DB
* Remove currencies from seed
* Fix account balance namespace
* Set default currency on authentication
* Cache currency instances
* Implement multi-currency syncs with tests
* Series fallback, passing tests
* Fix conflicts
* Make value group concrete class that works with currency values
* Fix migration conflict
* Update tests to expect multi-currency results
* Update account list to use group method
* Namespace updates
* Fetch unknown exchange rates from API
* Fix date range bug
* Ensure demo data works without external API
* Enforce cascades only at DB level
* Transaction scaffold
* Rough in transaction views
* Fix sort order
* Fix mass assignment issue
* Fix test
* Simplify CI workflow
* Don't seed db before test
* Add notification UI
* Make animation an aribtrary value
It didn't make much sense in the theme as it feels very specific, this
change also means the timing information is clearer within the html
itself.
* Update to use tailwind theme
* Refactor structure of icon
* Add support for multiple notifications at once
* Adjust notification animation timing
* Make notification more accessible
Applies role to the notification which will apply the appropriate
aria-live status to ensure notifications are read out when they are
rendered into the screen for screenreader users.
Wraps the svg with a button tag that keyboard users can focus and engage
with to close the notification.
* Fix notification progress indicator placement
* Map flash types to notification types automatically
* Refine notification animations
* Set success as default icon for notifications
* Fix accountable type references in new account flow
* Add remaining references
* Refactor accountable type checking
* Refactor new account template to use account
* Refactor account create action
* Refactor account sidebar
* Add Lucide gem (#364)
* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page
* feat: skip system test with an explanation instead of comment them
* fix typo in the skip
* feat: add lucide gem
* Add reusable modal (#362)
* Remove unused form
* Add reusable modal
* Prelim styling
* Add instructions
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
* Add keyboard navigation to new account selector (#375)
* New account menu (#372)
* New account menu
* Styling tweaks
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Entry method links (#376)
* Initial add account form (#378)
* Initial add account form
* Unused
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Pedro López Mareque <Pedro.lopez.mareque@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Co-authored-by: Josh Brown <josh@joossh.com>
