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457 commits

Author SHA1 Message Date
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 (#893)
* Rename accountable types

* Merge conflicts

* Fix broken tests

* Add back sidebar changes
2024-06-20 07:26:25 -04:00
ziraq young
778098ebb0
Ensure correct form's hidden input for selectedIds (#891) 2024-06-19 16:50:32 -04:00
Zach Gollwitzer
ca39b26070
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
2024-06-19 06:52:08 -04:00
Jakub Kottnauer
b462bc8f8c
Add merchant select when editing transaction (#885) 2024-06-18 08:54:25 -04:00
Mattia
5da34c4609
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
2024-06-14 16:40:50 -04:00
Zach Gollwitzer
957584b69c
Clean up sync logic (#871) 2024-06-13 17:03:38 -04:00
Zach Gollwitzer
d0a15b8a98
Improve self hosting docs and UI (#870) 2024-06-13 16:19:05 -04:00
Zach Gollwitzer
9956a9540e
Add institution management and account editing controls (#868)
* Add institution management

* Allow user to select institution on create or edit

* Improve redirect behavior

* Final cleanup

* i18n normalization
2024-06-13 14:37:27 -04:00
Zach Gollwitzer
8c1a7af37f
Allow for optional start date on account creation (#866) 2024-06-13 09:16:00 -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
8372e26864
Allow optional import fields (#865) 2024-06-11 18:46:44 -04:00
Zach Gollwitzer
a681e73fea
Enable bulk editing of transactions (#846) 2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1
Bulk transaction deletion (#845)
* Clean up transaction show view, add delete button

* Clean up tailwind global styles, add switch

* Bulk deletion controller and tests

* Normalize translations

* Add bulk deletion button and form
2024-06-07 16:56:30 -04:00
Zach Gollwitzer
115f792198
Add bulk selection UI controls (#840)
* Add bulk selection UI

* Handle bulk selection with Stimulus controller instead of session

* Update tests

* Remove stale routes

* Remove old system test helper methods
2024-06-07 12:44:06 -04:00
Zach Gollwitzer
bcbb37a146
Client-side validation for Decimal precision of 19,4 (#821) 2024-05-30 22:07:47 -04:00
Zach Gollwitzer
de53a50e45
Sync account after transaction import (#820) 2024-05-30 22:06:32 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
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
2024-05-30 20:55:18 -04:00
Jakub Kottnauer
6182a62573
Sort accounts in the sidebar (#815) 2024-05-28 13:22:04 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash (#794)
* Fix foreign account sync crash

* Refactor synth provider and show UI error if not configured

* Generate error message on missing exchange rates while converting balances

* Ignore sync messaged in i18n-tasks unused

* Generate missing exchange rate error during entry normalization

* Update alert classes
2024-05-27 12:10:28 -04:00
Jakub Kottnauer
98f3f172a9
Validate transaction filtering params (#810) 2024-05-27 10:01:08 -04:00
pea-sys
0e15bda6eb
fix: png file can be selected as profile images (#809)
Signed-off-by: pea-sys <49807271+pea-sys@users.noreply.github.com>
2024-05-26 08:55:31 -05:00
Jakub Kottnauer
6e59fdb369
Add tag preview when importing (#800) 2024-05-24 10:39:24 -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
41c991384a
Fix duplicate category creation on import (#791)
* Repro

* Fix

* Update signage
2024-05-22 10:02:03 -04:00
Jakub Kottnauer
77f166a5f8
Ignore empty categories while importing (#789)
* Ignore empty categories while importing

* Review fixes
2024-05-22 08:12:56 -04:00
Jakub Kottnauer
ac27a1c87f
Move category dropdown menu content into a turbo frame (#782)
* Move category dropdown menu content into a turbo frame

* Fix lint

* Review fixes

* Cleanup

* Review fixes

* Final cleanup

* Revert schema change
2024-05-22 06:31:25 -04:00
Jakub Kottnauer
32748b0632
Fix import crash with empty transaction name (#783) 2024-05-20 17:21:40 -04:00
Marco Kuper
444155c103
Fix issue with start_date not being set in account creation (#781) 2024-05-20 16:59:23 -04:00
Jakub Kottnauer
30c19b9d2e
Show an error notification if account cannot be manually synced (#761) 2024-05-20 10:34:48 -04:00
Jakub Kottnauer
34811d8fd8
Fix currency when importing to foreign accounts (#762) 2024-05-20 09:55:45 -04:00
Zach Gollwitzer
ac46c0c5a9
Fix income summary totals (#759) 2024-05-17 17:50:49 -04:00
Zach Gollwitzer
0d0f766ca1
Fix auto upgrade logic (#758) 2024-05-17 17:25:15 -04:00
Jakub Kottnauer
31ef3d85f5
Fix CSV import preview crash on empty values (#756) 2024-05-17 10:55:15 -04:00
Moses Gathuku
1bbfdee463
Prefer family currency preference than default currenty (#755) 2024-05-17 09:30:01 -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
Jakub Kottnauer
3d9ff3ad2a
Add start balance to manual accounts (#735)
* Add start_balance to accounts

* Add tests

* Cleanup

* Refactor code and add tests

* Update physical cash demo account to be manual

* Do not populate start_balance in migration

* Cleanup

* Review fixes

* Revert calc change

* Update app/models/exchange_rate.rb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>

* Add test

* Fix syncable bug and update csv tests

---------

Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-16 15:57:21 -04:00
Josh Pigford
daf7ff8ef4 Initial user should be an admin 2024-05-15 11:21:11 -05:00
Duy Le
943972690e
fix password resets (#741) 2024-05-13 13:23:24 -04:00
Ali Karbassi
b448446fbe
Add pointer to form submit buttons. (#740)
Signed-off-by: Ali Karbassi <ali@karbassi.com>
2024-05-13 13:06:20 -04:00
Jakub Kottnauer
6b0ef3a471
Fix crypto account creation modal crash (#727) 2024-05-08 15:30:13 -04:00
Jakub Kottnauer
1108e45596
Change default valuation currency to that of the related account, not family (#728) 2024-05-08 15:29:56 -04:00
Zach Gollwitzer
79789bd696
Enable all currencies for preferences (#722) 2024-05-07 16:19:00 -04:00
Nidhi Sarvaiya
0616d3e2b7
Allow two decimal for value in transaction history (#711) 2024-05-04 12:36:36 -04:00
Claude Ayitey
9563ac6334
Dashboard empty view (#707)
* Added i18n for the Dashboard page.

* Add a check for blank. Empty returned an error since @accounts was nil.

* Remove subtitle when accounts are empty..

* Increased the padding-right value for the buttons. The sapce occupied by the icon made the button elements unbalanced.

* Add refactor as suggested by Zach (https://github.com/maybe-finance/maybe/pull/707#discussion_r1588506443)

* Extract empty state into a partial.

* Render new partial if no accounts exist.

* Moved translation text to shared directory.

* Fix padding-right on New account button.

* Lint fix

* i18n tasks

* Get tests passing with :test queue adapter

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-03 08:11:31 -04:00
Zach Gollwitzer
75cdddc6ca
Fix Merchants controller (#704)
* Add climate_control gem and test helper

* Replace ENV mods in upgrades test

* Replace ENV mods in registrations test

* Remove ENV references in hostings controller

* Update ENV refs in mailer test

* ActiveStorage cleanup

* Consolidate queue config so appropriate adapter runs in test environment

* Make test environment more explicit

* Centralize self hosting config

* Remove flaky system test

* Fix merchants controller actions
2024-05-02 13:24:23 -04:00
Zach Gollwitzer
5dfbba403a
Test environment stability improvements (#703)
* Add climate_control gem and test helper

* Replace ENV mods in upgrades test

* Replace ENV mods in registrations test

* Remove ENV references in hostings controller

* Update ENV refs in mailer test

* ActiveStorage cleanup

* Consolidate queue config so appropriate adapter runs in test environment

* Make test environment more explicit

* Centralize self hosting config

* Remove flaky system test
2024-05-02 13:18:18 -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
Christian
dc024d63b0
Feature/profile image uploads (#687)
* Introduce ActiveStorage

* Add active storage related service gems

* Update storage.yml

* Install image processing gem
- sudo apt-get install libvips (required dependency)

* Set default active storage service

* Add profile image to user model

* Amend form to allow profile images to be saved, introduce stimulus controller.

* Purge image when form is blank

* Update markup/stimulus controller

* Add test for profile image uplaods

* Add profile image validation

* Use rails guide gem versions

* Use correct ERB syntax and make all storage options configurable

* Ensure form submits when user clears profile image

* Add profile image thumbnail method

* Extract profile image to a partial

* Updates env.example and storage.yml

* Fix bug with double form save

* Add profile image to the sidenav

* Update production config

* Fix ERB formatting

* normalize en.yml

* Handle non-square images

* Use pre-processing on thumbnail variant

* Resovle gemfile.lock issues

* Rubocop style changes

---------

Signed-off-by: Christian <47796704+crobbo@users.noreply.github.com>
Co-authored-by: Christian Robinson <christian@robbo.dev>
2024-04-30 13:38:33 -04:00
Josh Brown
19ee773d9b
Add ability to delete Maybe account (#698)
* Build out user deactivation and purging workflows

* Add i18n translations for user deletion

* Add tests for user deletion

* Fix lint issue
2024-04-30 11:40:31 -04:00