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306 commits

Author SHA1 Message Date
Guillem Arias Fauste
7f4c1755ef
add dashboard account pill tooltips (#1315) 
* add dashboard account pill tooltips

* Update app/views/shared/_text_tooltip.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-10-16 13:14:43 -04:00
Tony Vincent
76decc06c3
Maintain order (#1318) 2024-10-16 12:09:52 -04:00
Zach Gollwitzer
c744237b55 Allow cents in start balance for accounts 2024-10-11 12:43:50 -04:00
Zach Gollwitzer
7dfd7408c7 Show correct precision on account page 2024-10-11 11:49:53 -04:00
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
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set (#1262) 
* fix: default value if user's name isn't set

* chore: matched code style

* fix: i18n key for fallback greeting

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-10 18:03:47 -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
Josh Pigford
1746533842 Default to "today" when entering a transactions and value entries 2024-10-10 12:24:20 -05:00
Zach Gollwitzer
aa16807c6c Allow institutions on edit account form 2024-10-10 11:43:28 -04:00
Zach Gollwitzer
dce9adb534 Add institution back as hidden field on account form 2024-10-10 11:39:50 -04:00
Zach Gollwitzer
5c7d2f2b01
Better import instructions, remove ambiguous field (#1284) 
* Remove ambiguous institution field

* Add import instructions

* Fix system test

* Remove lint and i18n normalization checks in CI
 2024-10-10 11:18:58 -04:00
Guillem Arias Fauste
90278630ed
fix: amend inputs on loan, c.c., vehicle, and property partials (#1281) 
* fix: use number inputs on partial loan and credit card form views

* amend vehicle partial

* amend property inputs

* fix lint

* Update app/views/accounts/accountables/_credit_card.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

* Update app/views/accounts/accountables/_loan.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-10-10 10:45:17 -04:00
Guillem Arias Fauste
977da34efc
fix: use correct delimiter on credit card zero values (#1280) 2024-10-10 10:14:05 -04:00
Zach Gollwitzer
6288139a41 Fix loan term display 2024-10-09 18:34:20 -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
b4d0fdbe0d
Link to CSV imports (#1273) 
* Link to CSV imports

* Stale param
 2024-10-09 15:22:08 -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
Josh Pigford
f5cb13b42f Padding tweak 2024-10-09 13:20:36 -05:00
Josh Pigford
3893060f8e
Early access (#1272) 
* Stubbing in early access

* Styling

* Title tweak

* Early access tweaks

Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point

* Lint
 2024-10-09 13:17:58 -05:00
Zach Gollwitzer
54596d51f7
Fix account pill on dashboard (#1270) 2024-10-09 11:38:34 -04:00
Josh Pigford
ad52207a25 Lint 2024-10-09 09:12:07 -05:00
Josh Pigford
a33ba11ce9 Update password_reset.html.erb 2024-10-09 09:06:41 -05:00
Josh Pigford
47a43a888c Make the password reset mailer a bit more...beefy 2024-10-09 09:03:21 -05:00
Josh Pigford
fc91a34691 Change to mobile-web-app-capable meta tag 2024-10-08 16:56:30 -05:00
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
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
Josh Pigford
ffd54e4065
Intercom integration (#1267) 
* Intercom integration

Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.

* Update app/views/layouts/_sidebar.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Update app/views/pages/feedback.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Family = Company in Intercom

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-08 10:50:49 -05:00
Zach Gollwitzer
591d149da9
Finalize other assets and liabilities view (#1264) 2024-10-07 20:23:33 -04:00
Zach Gollwitzer
c397f1bd2b
Hide infinity trend percentage changes (#1261) 2024-10-07 16:20:36 -04:00
Zach Gollwitzer
d2a6ab1e45
Hide currency for transfers (#1260) 2024-10-07 15:57:47 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering (#1240) 2024-10-04 09:17:48 -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
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
5942ce7e3c
Finalize transaction drawer, simplify money form helpers (#1191) 
* Finalize transaction drawer, simplify money form helpers

* Fix money form errors

* Reusable disclosure helper, fix styles

* Final style tweaks
 2024-09-20 08:38:19 -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
Tony Vincent
e06f0c76f9
Add error handling for vehicle and property account creation (#1179) 
* add error handling for vehicle and property account creation

* Add required true for money_field

* Remove rescue in controllers
 2024-09-17 10:37:09 -04:00
Zach Gollwitzer
aa6d755402
Fix styles on import modal (#1188) 
* Fix styles on import modal

* Remove stale translations
 2024-09-16 19:18:07 -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
0149ca4ea1
Transaction page design fixes (#1176) 
* Fix transaction summary spacing

* Fix search input padding

* Search and transfer design fixes
 2024-09-13 15:43:16 -04:00
Zach Gollwitzer
30f7c120e1
Allow partial investment quantities (#1174) 2024-09-13 11:45:27 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers (#1175) 2024-09-13 11:45:19 -04:00
Zach Gollwitzer
c28dd8f940
Omit trend if zero in sidebar (#1173) 
* Omit trend if zero in sidebar

* Lint fix
 2024-09-13 11:28:47 -04:00
Tony Vincent
277e4476d9
Fix missing sync_all_button partial (#1172) 
* Fix missing sync_all_button partial

* Add missing translation

* Bring back partial

* Unify button text translation

* Add test
 2024-09-13 11:19:20 -04:00