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
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
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support ( #1226 )
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* Add basic date and time localization
* Normalize translations
* Localize transaction dates
* Removed unsupported Rails locales
2024-10-02 14:02:17 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View ( #1116 )
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* Add backend for property account details
* Rubocop updates
* Add property form with details
* Revert "Rubocop updates"
This reverts commit 05b0b8f3a4
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides ( #1090 )
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* Rough draft of issue system
* Simplify design
* Remove stale files from merge conflicts
* STI for issues
* Cleanup
* Improve Synth api key flow
* Stub api key for test
2024-08-16 12:13:48 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash ( #794 )
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* 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
Ricardo Siqueira de Oliveira Leite
c8a659694d
Start I18n Internationalization setup ( #276 )
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* start internationalization_setup
* add passwords views translations
* add account views translations
* fix translations
* temporary disable i18n used key
2024-02-06 11:58:17 -06:00
Jose Farias
c5192ee424
Centralize auth messages ( #269 )
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* Add i18n-tasks
* Add auth-related i18n
* Centralize auth messages
* Remove safe navigation
* Revert "Remove safe navigation"
This reverts commit 56b5e01e5e
2024-02-03 14:17:49 -06:00
