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457 commits

Author SHA1 Message Date
Thibaut Gorioux
6fdb8e8d69
Allow a self-hosted user to configure their SMTP settings directly from within the UI (#682)
* Add setting fields to model

* Allow to configure SMTP settings

* Normalize locales

* Cleanup locales

* Remove 'coming soon'

* fix test

* Reset credentials

* Reset development config

* Check smtp spelling

* Use post instead of get method

* TLS ENV variable is more descriptive

* Rework application mailer

* Follow rails convention for mailer action params

* Reset schema.rb to main

* Test WIP

* Add test for controller and mailer

* Move tests from controller to model

* Custom error message if settings are not all present

* Comment smtp config in development env

* Add default tls enabled value

* Rubocop

* Fix controller test

* Reset credentials

* Normalize locales

* Test

* fix test

* Fix application mailer test that fails randomly

* Error flash message instead of notice

* Rework application mailer tests
2024-04-29 16:44:24 -04:00
Jakub Kottnauer
9549182462
Add Transaction Merchant management (#686)
* Add basid crud for merchant management

* Tweak UI and add localization

* Fix lint

* Add filtering by merchant

* Add tests

* Add stimulus controller to update avatar in merchant form

* Add line between merchant rows

* Change default merchant color

* Cleanup
2024-04-29 15:17:28 -04:00
Josh Brown
7f491f5064
Add trends to sidebar account list (#697) 2024-04-29 09:56:38 -04:00
Razvan Marescu
93953499a6
Fix profile page on fresh install (#684) 2024-04-27 08:59:02 -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
8ea7b54fe8
Update self host settings page styles (#677)
* Update page styles

* Add new styles to self host settings page

* Update self hosting page title
2024-04-25 14:55:39 -04:00
Zach Gollwitzer
da5021b6b0
Clean up i18n translations (#676)
* Clean up i18n translations

* Normalize translations
2024-04-25 14:41:12 -04:00
Josh Brown
be21d2b4fd
Refactor placeholder logo into common controller (#673)
This can be updated to redirect/pull from third party sources in future,
with the option of always falling back to the placeholder if there are
any failures.
2024-04-25 10:32:45 -04:00
Zach Gollwitzer
5a5f13b46b
Add new settings profile and preferences pages (#672)
* Add new settings profile and preferences pages

* Fix lint errors
2024-04-25 07:54:56 -04:00
Jakub Kottnauer
ad4de99f1a
Add partial account sync support (#653)
* Add partial account sync support

* Fix indentation

* Use historical balance as base when doing partial sync

* Simplify controller crud tests

* Fix linter errors
2024-04-24 15:55:52 -04:00
Josh Brown
b3f8ab78d9
Implement savings rate insight card (#670) 2024-04-24 10:02:22 -04:00
Josh Brown
461fa672ff
Add income and spending insight cards to dashboard (#668)
* Generate time series for rolling 30 day sum of income and spending

* Highlight accounts with most income and spending in the last 30 days

* Aggregate chips after 3 top accounts in insight card

* Refactor aggregation filter

I think this is easier to read and understand whats happening at a
glance

* Refactor and tidy

* Use family currency for insight cards

* Further reduce risk of sql injection

* Fix lint

* Refactor rolling total queries

* Add test for transaction snapshot
2024-04-24 08:34:50 -04:00
Josh Brown
1f6e83ee91
Add pie chart for asset/debt allocation in dashboard view (#666)
* Add pie chart for asset/debt allocation in dashboard view

* Fix lint issue

* Fix z-index issue with tooltip under pie chart

* Fix spacing of dashboard charts
2024-04-23 12:05:18 -04:00
Mattia
8a29725562
Add transactions widget to dashboard page (#656) 2024-04-22 16:51:06 -04:00
Jose Farias
49b603f478
Flesh out D3 time series charts (#657)
* Reindent TimeSeries classes

* Fix spacing in time series tests

* Remove trend tests where current is nil

I think if we've gotten this far with a nil value for current, there's a data integrity problem.

If we allow this, we'll have to be very defensive in our code. Best to raise and fix early.

* Reindent Money class

* Refactor TimeSeries artifacts

* Use as_json in TimeSeries

* Bring back tests for trends where current is nil

* Bring back trend test

* Correctly enumerate trend test

* Use favorable_direction for trend_styles helper

* Make trend public in TimeSeries::Value

* Allow nil current values in trends

I think I might've gotten it wrong before, nils might appear in trends if values are unavailable for snapshots

* Clean up TimeSeries::Trend

* Skip trend values same class validations if any values are nil

* Refactor Money

* Remove object parsing in TimeSeries::Value

We're only every passing hashes

* Refactor trendline chart controller into a time series chart controller

* Replace trendline controller

* Implement empty state

* Port line-chart controller into time-series-chart

* Split out methods

* Group similar time series chart functionality

* Fix indicator color

* Fix empty state in time series chart

* Replace line-chart controller with time-series-chart controller

* Draw empty time series chart if less than 2 data points

* Fix favorable direction serialization

* Handle integers as well as money

* Fix favorable direction serialization

* Replace chart types with optional elements

* Prevent double-renders when displaying turbo caches of time series charts

* Remove ambiguities between time series and series data

* Improve time series chart property names

* Clean up tooltip template

* Match tooltip designs

* Apply trendline gradient

* Implement trendline split behavior

* Use same stroke width on all trend lines

* Sort time series data by date

* Support percentages

* Use data color for guideline circles

* Revert "Use data color for guideline circles"

This reverts commit f239a1e00f.

* Use expected defaults for time series chart

* Include day in time-series chart x-axis labels

* favorableDirection -> favorable_direction

* data -> datum where appropriate

* Hide change data in tooltip for percentages
2024-04-22 13:44:26 -04:00
Jose Farias
fc3ade392a
Refactor TimeSeries artifacts (#651)
* Reindent TimeSeries classes

* Fix spacing in time series tests

* Remove trend tests where current is nil

I think if we've gotten this far with a nil value for current, there's a data integrity problem.

If we allow this, we'll have to be very defensive in our code. Best to raise and fix early.

* Reindent Money class

* Refactor TimeSeries artifacts

* Use as_json in TimeSeries

* Bring back tests for trends where current is nil

* Bring back trend test

* Correctly enumerate trend test

* Use favorable_direction for trend_styles helper

* Make trend public in TimeSeries::Value

* Allow nil current values in trends

I think I might've gotten it wrong before, nils might appear in trends if values are unavailable for snapshots

* Clean up TimeSeries::Trend

* Skip trend values same class validations if any values are nil

* Refactor Money

* Remove object parsing in TimeSeries::Value

We're only every passing hashes
2024-04-22 08:30:42 -04:00
Thibaut Gorioux
5be1ced19e
Shared money input should respond to change in currency (#654)
* Add step method to currency

* Change amount placeholder and step, when currency select change

* Lint

* Add test with auth

* Extract request to specific service
2024-04-20 08:07:06 -04:00
Zach Gollwitzer
c46662c99f
Add apply button, improve transaction filters (#655)
* Add apply button, improve transaction filters

* Remove temp log

* Fix lint errors
2024-04-19 12:03:16 -04:00
Zach Gollwitzer
0277bc94f3
Small redesign of transaction filters (#650) 2024-04-18 17:05:37 -04:00
Jakub Kottnauer
0a1fa525d5
Fix modal height in Safari (#648) 2024-04-18 16:55:56 -04:00
Zach Gollwitzer
f5f624881f
Add placeholders for dashboard features (#642)
* Add placeholders for new dashboard

* Fix tests and lint errors
2024-04-18 10:32:36 -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
Harshit Chaudhary
39d57a167e
Fixed Data Access Restriction (#636)
Co-authored-by: Harshit Chaudhary <harshit.chaudhary@procol.in>
2024-04-16 15:58:53 -04:00
Jose Farias
cd8d741fe1
Add transaction modal flow (#633)
* Add transaction modal flow

* Preserve decimals when creating transactions
2024-04-16 14:44:31 -04:00
Thibaut Gorioux
a22c7a0e9c
Add persistent notification with dismiss and action button (#611)
* Update notification partial

* Update locals args

* Lint

* Move content to body in notification helper

* Avoid dynamic Tailwind class

* Styling

* Add notification to localization file

* Lint

* Normalize locales

* Auto dismiss by default
2024-04-16 13:33:51 -04:00
Pieter Beulque
fc631e698d
Allow 2 decimals when adding a balance (#614) 2024-04-15 11:27:39 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Pieter Beulque
2bbf120e2f
Use placeholder-shown: for reduced opacity (#615) 2024-04-13 08:49:48 -04:00
Mike
b812b6d8c9
Enhance currency selector to list 'All Others' after 'Popular' (#610) 2024-04-10 10:47:58 -04:00
Igor Alexandrov
b5c56f7775
Added lints for ERB templates (#609)
* Added erblint and fixed offenses

* Added erblint bintstub. Included erblint into CI

* Merged GitHub Actions tasks for rubocop and erblint into one

* Added config for erblint.

* Reverted erblint call in the CI
2024-04-09 08:08:58 -04:00
Pablo Porto
00a42be5c0
fix(authentication): Fix issues when users try to logout (#603)
Run set last login information action only when the user exist. Thus preventing running it after the logout method, which was causing an error
2024-04-08 07:26:46 -04:00
Zach Gollwitzer
d29d465a3c
Basic transaction categories CRUD actions (inline) (#601)
* Fix dropdown issues and add dummy transaction category modal

* Minor namings tweaks

* Add search type

* Use new menu controller

* Complete basic transaction category inline CRUD actions

* Fix lint error

---------

Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
2024-04-04 17:29:50 -04:00
Mattia
315c4bf1ec
Account Sync should happen at login, 1x per day, OR on-demand (#594)
* Add last_sync_date to accounts table

* Always sync Account after Valuation or Transaction creation, update, or deletion.

Skip sync if user clicks "sync" button without changing anything

* Sync user accounts daily based on last_login_at
2024-04-04 17:00:12 -04:00
Zach Gollwitzer
4f0b2de4ef
Consolidate dropdown controllers (#600)
* Basic listbox and popover controllers with temporary example

* Separate select and menu controllers
2024-04-03 17:32:27 -04:00
Zach Gollwitzer
0a0289846e
Centralize auth (#598) 2024-04-03 10:35:55 -04:00
Thibaut Gorioux
b3c48d13e7
Filter transactions by category (#581)
* Add transaction filtering by category

* Link label to checkbox

* Keep the dropdown open when clicked to allow tab change

* Show the badge with color and name when filter is applied

* Reduce color height
2024-04-02 12:17:26 -04:00
Mattia
f6540c03ef
Add ability to delete Account (#582)
* Add ability to delete Account

Issue #571

* Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists

* Use custom confirm modal for account deletion

* Revert "Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists"

This reverts commit 8dbf634819.
2024-03-31 17:36:54 -04:00
Cristiano Crolla
7fa77b4fd7
Add Custom Turbo Confirm Modal (#580)
* Add turbo confirm dialog

* Add default fallback check

* Fix locale typo and swap element type

* Replaced locale folder and removed static strings from Turbo.setConfirmMethod

* Normalize shared/en.yml
2024-03-29 13:33:49 -04:00
Zach Gollwitzer
b1bfdef8ff
Isolate infinite loop bug, add timeout to actions (#583)
* Isolate infinite loop bug, add timeout to actions

* Increase timeout to allow for temporary failure

* Set correct timeout, implement temporary fix

* Trigger syncs at controller layer
2024-03-29 12:53:08 -04:00
Mattia
2d406274ac
Allow user to search transaction categories (#577)
Issue #573
2024-03-29 10:02:15 -04:00
Thibaut Gorioux
2181cdd118
Allow event propagation to fix turbo frame update (#575)
* Allow event propagation to fix turbo frame update

* Add setting to dropdown to manage close when open and clicking on it
2024-03-28 13:24:07 -04:00
Zach Gollwitzer
f0c2d4ead0
Implement transaction filtering UI (#578)
* Rough sketch of implementation

* Consolidate auto submit controller

* Store ransack params in session

* Improve how summary is calculated for txns

* Implement filters UI
2024-03-28 13:23:54 -04:00
Jose Farias
7ae25dd6df
Implement Synth as an exchange rate provider (#574)
* Implement Synth as an exchange rate provider

* Add assertions to provider interface test

* Assert the correct provider error is raised

* Remove unnecessary parens
2024-03-27 11:16:00 -04:00
Thibaut Gorioux
a1b25f1c5b
Close new account modal when clicking outside of it (#576) 2024-03-27 10:35:23 -04:00
Thibaut Gorioux
d274d1a394
to_series doen't expect argument anymore (#569) 2024-03-26 08:13:19 -04:00
Zach Gollwitzer
d402f4d6ba
Remove currency conversion job call (#566) 2024-03-25 13:06:27 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Josh Brown
c7b336de45
Fix ZeroDivisionError (#557) 2024-03-20 13:14:08 -04:00
Juan B. Rodriguez
49d1fe0e11
feat: add crypto account type to demo data (#555)
* feat: add crypto account type to demo data

* fix: set currency to BTC, revert schema migration change and fix tests

* fix: update dates in time_series tests
2024-03-19 15:34:35 -04:00
Zach Gollwitzer
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
2024-03-19 09:10:40 -04:00