Tony Vincent
6fa40e0fa2
Fetch exchange rates in bulk from synth ( #1069 )
...
* Fetch exchnage rates in bulk
* Handle paginated response
* Rename method and improve tests
* Change argument names
* Use standard date format
2024-08-09 10:57:33 -04:00
Tony Vincent
f315370512
Add stimulus tooltip controller ( #1065 )
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* Add Tooltip Stimulus controller
* Add test for tooltip
* Remove comma
* Normalize translations
* Use floating-ui instead popper
* Use component classes
* Increase cross axis value
* Cleanup
* Update app/views/accounts/show.html.erb
Use correct tailwind class
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Use default values for options
* Remove tooltip global variable
* Add arrow target
* Remove unused method
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-08 06:53:27 -04:00
Zach Gollwitzer
6e74414cb2
Add source headers to Synth calls ( #1062 )
2024-08-05 12:21:12 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
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* Handle missing tickers in security price syncs
* Show combined cash and holdings value on account page
* Improve partial locals
2024-08-02 17:09:25 -04:00
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) ( #1039 )
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* User tickers as primary lookup symbol instead of isin
* Add security price provider
* Fetch security prices in bulk to improve sync performance
* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -04:00
Zach Gollwitzer
c70c8b6d86
Ensure transfer name is populated ( #1042 )
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* Ensure transfer name is populated
* Transfer amount fallback
2024-08-01 12:10:30 -04:00
Tony Vincent
f2a2d2f7e4
Fix demo data reset ( #1041 )
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* Fix demo data reset
* Only delete test user
2024-08-01 08:56:32 -04:00
Mikhail Wahib
0a21c92643
fix: long emails overflow in account menu dropdown ( #1034 )
2024-07-31 12:24:01 -04:00
pranavbabu
7ba9830db5
Fix: Omit layout for turbo frames with custom sidebar layout ( #1024 )
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* Define layout method
* Use with_sidebar method
---------
Co-authored-by: Pranav Babu <babu@maindeck.io>
2024-07-26 12:00:41 -04:00
Zach Gollwitzer
76dd5e57fb
Set minimum supported date for account entries ( #1023 )
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* Set minimum supported date for account entries
* Fix validation proc
* Fix date input in system tests
2024-07-26 10:47:27 -04:00
Zach Gollwitzer
701e17829d
Fix currency formatting in pie chart visualization ( #1022 )
2024-07-26 10:36:29 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views ( #1000 )
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* 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
2024-07-25 16:46:04 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login ( #1021 )
2024-07-25 12:51:50 -04:00
Tony Vincent
f62c5e43c3
Fix form labels ( #1004 )
...
* Fix form labels
* Fix typo
* Change form builder
* Simplify label_html private method of StyledFormBuilder
2024-07-22 10:04:55 -04:00
Tony Vincent
e7dc6b88ea
Bump pagy with breaking changes fix ( #1016 )
2024-07-22 09:49:53 -04:00
Tony Vincent
75ded1c18f
Set last_login_at only at login instead of every single action ( #1017 )
2024-07-22 09:37:03 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides ( #998 )
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* Add help articles
* Broadcast sync messages as notifications
* Lint fixes
* more lint fixes
* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
b200b71284
Add currency validation to account, update demo data generator ( #996 )
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* Add currency validation to account, update demo data generator
* Fix tests
2024-07-17 14:18:12 -04:00
Zach Gollwitzer
ef0f910b9b
Build sample portfolio deterministically ( #993 )
2024-07-17 08:57:28 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference ( #994 )
...
* Add default currencies to forms based on preference
* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
e51806b98b
More composable forms ( #989 )
...
* Make forms more composable, opt-in to form builder
* Remove unused method
* Simpler money input controls
* Add in new form styling to imports
* Lint fixes
* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Zach Gollwitzer
47523f64c2
Investment Portfolio Sync ( #974 )
...
* Add investment portfolio models
* Add portfolio to demo data
* Setup initial tests
* Rough sketch of sync logic
* Clean up trade sync logic
* Add trade validation
* Integrate trades into sync process
2024-07-16 09:26:49 -04:00
Tony Vincent
d0bc959bee
Sanitize input for ilike in Account::Entry.search ( #988 )
2024-07-16 09:26:14 -04:00
Tony Vincent
cdbca5aff3
Allow CSV file upload in import flow ( #986 )
...
* Add .tool-versions to gitignore
* Add dropzone js for drag and drop file uploads
* UI for csv file uploads for import
* dropzone controller and use lucide_icon instead of svg
* Preview for file chosen
* File upload
* Remove dropzone
* Normalize I18n keys and fix lint issues
* Add system tests
* Cleanup
* Remove unwanted
2024-07-16 09:23:45 -04:00
Andrey Morskov
37d5c149ba
Wrap account update in transaction ( #985 )
2024-07-15 10:03:35 -04:00
Zach Gollwitzer
34e03c2d6a
Make balance editing easier ( #976 )
...
* Make balance editing easier
* Translations
* Fix money input option
* Fix balance sync logic
* Rework balance update flow
2024-07-12 13:47:39 -04:00
Zach Gollwitzer
b002a41b35
New demo user data ( #972 )
2024-07-11 08:37:21 -04:00
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications ( #968 )
...
* Add sync model
* Fresh fixtures for sync tests
* Sync tests overhaul
* Fix entry tests
* Complete remaining model test updates
* Update system tests
* Update demo data task
* Add system tests back to PR checks
* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
Zach Gollwitzer
6767aaed1d
Handle missing exchange rate provider, allow fallback for missing rates ( #955 )
...
* Clean up exchange rate logic
* Remove stale method
2024-07-08 09:04:59 -04:00
Magnus Jensen
bef335c631
fix : #951 pointer cursor and bg hover for import flow buttons ( #954 )
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* set cursor to pointer on buttons in imports flow
* add hover bg change on buttons to indicate action
* add rounded hover background to x
2024-07-08 08:56:08 -04:00
Tony Vincent
3ffb6cb62b
Add error handling for AccountsController#create ( #957 )
2024-07-08 08:53:45 -04:00
Tony Vincent
cc6bf6e961
Enable syncing all accounts in one click ( #948 )
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* Enable syncing all accounts on one click
* Remove argument to sync_later method call
* Add partial for sync all accounts button
* Redirect back if possible when syncing all accounts
2024-07-05 07:36:18 -04:00
Tony Vincent
48092cb704
Enque account sync job after creating transfer ( #946 )
2024-07-04 06:57:26 -04:00
Luke Hurst
cf23453d93
Fix bug where transactions were duplicated in import confirm ( #941 )
...
* Fix bug where transactions were duplicated in import confirm
Signed-off-by: Luke Hurst <hurstlj@umich.edu>
* Update imports_test.rb
Signed-off-by: Luke Hurst <hurstlj@umich.edu>
---------
Signed-off-by: Luke Hurst <hurstlj@umich.edu>
2024-07-03 17:44:35 -04:00
Tony Vincent
f1d0a62ac7
Enable updating Account::Entry#amount ( #942 )
...
- Enable updating transaction type income/expense
- Enable updating transaction amount
2024-07-03 15:54:05 -04:00
Zach Gollwitzer
3089e3c81d
Remove custom currency styling, use default formatter ( #937 )
2024-07-02 07:27:19 -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
Tony Vincent
9e1d8a753b
Fix #921 ( #922 )
...
* Fix #921
* Fix linter errors
* Fix test failure
* Remove unused keys
* Add back html rendering
* Remove .tool-versions from repository
* Fix failing test
2024-06-26 14:56:34 -04:00
evangelos-com
3d4def59d6
improvement/#890/clean_up_toast_notification_styles_and_allow_user_to_close_on-demand ( #919 )
...
* initial improvement
* Update app/views/shared/_notification.html.erb
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
---------
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-06-25 15:03:34 -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
Tony Vincent
bbcd3881db
Fix #910 ( #917 )
...
* Fix #910
* Unify helper for balance formatting in transactions and accounts views
* Remove obsolete method
* Rename helper method format_amount_by_curreny => totals_by_currency
2024-06-24 10:56:44 -04:00
Igor Carvalho
094128fef1
Fix issue #861 : Correct header selection logic in get_selected_header_for_field method ( #918 )
...
The get_selected_header_for_field method was incorrectly using the entire field object instead of the field key to dig into the column_mappings hash. This caused an error when trying to retrieve the selected header for a field.
2024-06-24 10:31:21 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group ( #905 )
2024-06-24 06:49:08 -04:00
Jakub Kottnauer
3cae528dfd
Allow transfers based on transactions in different currencies ( #903 )
...
* Allow transfers between transactions in different currencies
* Review fixes
2024-06-21 17:04:15 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) ( #901 )
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* Move Valuation to Account namespace
* Move account history to controller
* Clean up valuation controller and views
* Translations and cleanup
* Remove unused scopes and methods
* Pass brakeman
2024-06-21 16:23:28 -04:00
Jakub Kottnauer
0bc0d87768
Fix transfer note overflow style ( #902 )
2024-06-21 15:57:55 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
...
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Changelog page that pulls from Github Release notes (#867 )
* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
* Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880 )
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump mocha from 2.3.0 to 2.4.0 (#878 )
Bumps [mocha](https://github.com/freerange/mocha ) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump octokit from 8.1.0 to 9.1.0 (#877 )
Bumps [octokit](https://github.com/octokit/octokit.rb ) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump rails from `f9c847f` to `5d34172` (#879 )
Bumps [rails](https://github.com/rails/rails ) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](f9c847fac1...5d34172ff4#885 )
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* Ensure correct form's hidden input for selectedIds (#891 )
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* revert unnecessary changes
* revert unnecessary changes
* code review changes
* code review changes
* code review changes
* remove unused imports
* fix: unit tests
* remove border
* fix: transaction padding
* fix: transaction container height
---------
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Tony Vincent
1e0635b31a
Closes maybe-finance/maybe#843 ( #900 )
...
Co-authored-by: Tony Yesudas <tony3vincent@icloud.com>
2024-06-21 10:51:36 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) ( #896 )
...
* Move Transfer to Account namespace
* Fix partial resolution due to namespacing plurality
* Make category and tag controllers consistent with namespacing convention
* Update stale partial reference
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace ( #895 )
2024-06-20 08:38:59 -04:00
