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457 commits

Author SHA1 Message Date
Zach Gollwitzer
f3bb80dde6 Fix pie chart 2024-10-14 17:21:51 -04:00
oxdev03
4ad28d6eff
Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299)
* chore: add formatting and linting for javascript code relates to #1295

* use spaces instaed

* add to recommended extensions

* only enforce lint

* auto save
2024-10-14 17:09:27 -04:00
Zach Gollwitzer
e357c0485f Temp fix for Stimulus charts 2024-10-11 14:40:13 -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
Zach Gollwitzer
8f8988c03a Fix minified JS in prod for chart controller 2024-10-11 11:37:33 -04:00
Zach Gollwitzer
a21061fb56 Private method syntax fix in prod 2024-10-11 11:34:51 -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
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
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
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
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
26bd655e4c Add value tab to investments 2024-10-10 11:35:10 -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
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
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
0afab5296c Email sender 2024-10-09 08:37:45 -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
9263dd3bbe Allow promo codes in checkout 2024-10-08 15:19:23 -05:00
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
Josh Pigford
3461182725 Ensure self hosted for invite code listing 2024-10-08 12:36:06 -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
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