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17 commits

Author SHA1 Message Date
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
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
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
Jestin Palamuttam
23786b444a
Fix: Escape button not being handled on settings pages (#1210)
* fix: escape button handler

* feat: location logic for settings page

* fix: linting errors

* fix: linting error

* refactor: settings test
2024-09-30 17:28:15 -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
c05ee9b572
Remove unused settings temporarily (#1136) 2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements (#1135) 2024-08-27 17:06:41 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) (#923)
* 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
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) (#904)
* 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
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
c5704ffd45
Improve account internal linking and redirect behavior (#864)
* 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
Zach Gollwitzer
457247da8e
Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -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
Jose Farias
4c5f8263bc
Implement transaction category management (#688)
* Singularize "transaction" in transaction-nested paths

* Refactor category badge partial

* Let modal content define its width

* Add contectual menu to transactions index

* Add null_category helper

* Implement category edits

* Fix inline transaction category badges

* Fix typos in system test paths

* Add missing translations

* Add decoration to color select controller

* Wire up transaction category creation

* Fix indent in color-select-controller

* Add button for clearing category from transaction

* Implement category deletions

* Fix existing modal sizes

* Use null_category in a single place

* Remove anemic method in category deletion controller

* reassign_and_destroy -> reassign_transactions_then_destroy

* Fix i18n

* Remove destroy action from CategoriesController callbacks

* transactions_merchant -> transaction_merchant

* reassign_transactions_then_destroy -> replace_and_destroy

* Add transaction category CRUD tests

* Add presence check for transaction_id

* Check replacement_category_id presence

* Test Transaction::Category#replace_and_destroy!
2024-05-02 09:24:31 -04:00
Zach Gollwitzer
e7fe1b5a4b
Reorder settings nav and add translations (#680)
* Reorder settings nav and add translations

* Attempt to fix flaky system test
2024-04-25 16:31:12 -04:00
Zach Gollwitzer
9bda7efc3f
New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00