Docker/Maybe
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860 commits 13 branches 28 tags 24 MiB
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225 commits

Author SHA1 Message Date
Zach Gollwitzer
77def1db40
Nested Categories (#1561)
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* Prepare entry search for nested categories

* Subcategory implementation

* Remove caching for test stability
 2024-12-20 11:37:26 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching (#1556)
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* Preserve original transaction name

* Remove stale method

* Fix tests
 2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users (#1552)
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2024-12-17 09:58:08 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries (#1550) 
* Handle nil name for entries

* Fix tests
 2024-12-16 12:52:11 -05:00
Zach Gollwitzer
9130089950 Make data enrichment opt-in 2024-12-16 10:37:59 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment (#1532)
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* Add data enrichment

* Make data enrichment optional for self-hosters

* Add categories to data enrichment

* Only update category and merchant if nil

* Fix name overrides

* Lint fixes
 2024-12-13 17:22:27 -05:00
Zach Gollwitzer
bac2e64c19
Bump to v0.2.0
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-12-13 12:16:21 -05:00
Zach Gollwitzer
4866a4f8e4 Increase cache time for upgrades
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Fixes #1525
 2024-12-12 15:14:54 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements (#1526) 
* Start tests rework

* Cash balance on schema

* Add reverse syncer

* Reverse balance sync with holdings

* Reverse holdings sync

* Reverse holdings sync should work with only trade entries

* Consolidate brokerage cash

* Add forward sync option

* Update new balance info after syncs

* Intraday balance calculator and sync fixes

* Show only balance for trade entries

* Tests passing

* Update Gemfile.lock

* Cleanup, performance improvements

* Remove account reloads for reliable sync outputs

* Simplify valuation view logic

* Special handling for Plaid cash holding
 2024-12-10 17:41:20 -05:00
Zach Gollwitzer
d592495be5 Fix sync error when security missing 2024-12-02 10:53:16 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience (#1506)
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* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
 2024-11-27 16:01:50 -05:00
Zach Gollwitzer
fcb95207d7 Limit transaction editing for crypto accounts 2024-11-18 12:49:03 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users (#1476) 
* Fix redirect 404 bug

* Make encryption optional for self-hosters

* Fix test
 2024-11-18 10:47:05 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration (#1433)
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* Basic plaid data model and linking

* Remove institutions, add plaid items

* Improve schema and Plaid provider

* Add webhook verification sketch

* Webhook verification

* Item accounts and balances sync setup

* Provide test encryption keys

* Fix test

* Only provide encryption keys in prod

* Try defining keys in test env

* Consolidate account sync logic

* Add back plaid account initialization

* Plaid transaction sync

* Sync UI overhaul for Plaid

* Add liability and investment syncing

* Handle investment webhooks and process current day holdings

* Remove logs

* Remove "all" period select for performance

* fix amount calc

* Remove todo comment

* Coming soon for investment historical data

* Document Plaid configuration

* Listen for holding updates
 2024-11-15 13:49:37 -05:00
Tony Vincent
278d04a73a
Fix registration fails silently when there are errors (#1455) 
* Fix registration fails silently with long passwords

* Add maxlength
 2024-11-11 09:41:17 -05:00
Zach Gollwitzer
3ef67faf7e Show search bar even when no results in entries 
Fixes #1449
 2024-11-11 09:26:19 -05:00
Zach Gollwitzer
56ab092f6b
Bump to v0.2.0-alpha.2
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-11-08 14:55:56 -05:00
Zach Gollwitzer
f2739b79fb Improve password reset flow, normalize translations
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2024-11-05 17:15:29 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms (#1406)
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* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
 2024-11-04 20:27:31 -05:00
alekseyp
12e4f1067d
Update en.yml (#1401)
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Signed-off-by: alekseyp <aleksey.potaneyko@gmail.com>
 2024-11-01 15:01:47 -05:00
Josh Pigford
793bd852a0
Family invites (#1397) 
* Initial pass at household invites

* Invitee setup

* Clean up add member form

* Lint and other tweaks

* Security cleanup

* Lint

* i18n fixes

* More i18n cleanup

* Show pending invites

* Don't use turbo on the form

* Improved email design

* Basic tests

* Lint

* Update onboardings_controller.rb

* Registration + invite cleanup

* Lint

* Update brakeman.ignore

* Update brakeman.ignore

* Self host invite links

* Test tweaks

* Address missing param error
 2024-11-01 10:23:27 -05:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction (#1393) 
* Remove Description field

* Auto naming of tranfer transaction

* Fix transfer test

* Improve Transfer entries names
 2024-11-01 08:58:19 -04:00
Josh Pigford
7d8028b505
Stock filter (#1376)
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* Initial pass at stock filtering

* Rough in filter

* Cleaning up security listing

* Tweak to search function

* Combobox tweaks

* Clean up search query

* Update trades test with combobox

* Update securities.yml
 2024-10-28 15:49:19 -04:00
Josh Pigford
45935db5f3
Remove dependency on stock exchange table (#1368) 2024-10-25 13:09:02 -05:00
Zach Gollwitzer
b75b41a5e2
Bump to v0.2.0-alpha.1 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-25 09:37:50 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth (#1364) 2024-10-24 17:28:29 -04:00
Zach Gollwitzer
89e107e36c Remove good job dashboard route 2024-10-24 15:56:58 -04:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes (#1357) 
* Clean up env example files

* Fix duplicate category creations

* Fix duplicate tag and merchant creation

* Add initial valuation to imported accounts

* Add upgrade modal prompt

* Don't hide content on billing page

* Add temporary session for new customers

* Lint fixes

* Fix unused translations

* Fix system tests
 2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes (#1352) 
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
 2024-10-23 11:20:55 -04:00
Josh Pigford
73e184ad3d
Stock Exchanges with seed (#1351) 
* Stock Exchanges with seed

* Run the seed file on migration

* Fix for enum column
 2024-10-22 14:30:57 -05:00
Josh Pigford
07264e86cb Add accounts count to Intercom 2024-10-19 14:54:51 -05:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding (#1328) 
* Basic account onboarding

* Cleanup
 2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324) 
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
 2024-10-18 14:37:42 -04:00
Josh Pigford
c7c281073f
Impersonation (#1325) 
* Initial impersonation

* Impersonation audit

* Keep super admin separate

* Remove vscode settings

* Comment cleanup

* Comment out impersonation fixtures for now

* Remove unused controlelr

* Add impersonation testing (#1326)

* Add impersonation testing

* Remove unused method

* Update schema.rb

* Update brakeman

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-18 11:26:58 -05:00
Alex Hatzenbuhler
57a81e44ef
Add period to value delete modal (#1297) 2024-10-14 10:19:33 -04:00
Zach Gollwitzer
d9f11e002a
Release v0.1.0 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-11 13:15:46 -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
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
6b46831199 Intercom data update 2024-10-10 10:59:06 -05:00
Zach Gollwitzer
aa16807c6c Allow institutions on edit account form 2024-10-10 11:43:28 -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
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
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
Josh Pigford
7758f51be9 Support deprecated SELF_HOSTING_ENABLED variable for now 2024-10-09 09:56:22 -05:00
Josh Pigford
40c09279f3 i18n linter 
I really need to remember to run these things before pushing
 2024-10-09 09:16:15 -05:00
Josh Pigford
47a43a888c Make the password reset mailer a bit more...beefy 2024-10-09 09:03:21 -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