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
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 )
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* 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
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* 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
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
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 )
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* 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
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Fixes #1449
2024-11-11 09:26:19 -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 )
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* 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 )
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* Remove Description field
* Auto naming of tranfer transaction
* Fix transfer test
* Improve Transfer entries names
2024-11-01 08:58:19 -04:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
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* 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 )
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* 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
Zach Gollwitzer
263d65ea7e
Basic account onboarding ( #1328 )
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* Basic account onboarding
* Cleanup
2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow ( #1324 )
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* 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 )
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* 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
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. ( #1286 )
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* 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 )
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* fix: default value if user's name isn't set
* chore: matched code style
* fix: i18n key for fallback greeting
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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 )
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* 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
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 )
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* 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 )
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* Add trade view
* Lint fix
* Fix stale placeholder variable
* Add holding view
2024-10-09 14:59:18 -04:00
Josh Pigford
40c09279f3
i18n linter
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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 )
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* 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 )
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* 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
Zach Gollwitzer
2f6479f058
Add empty states to account summary page ( #1265 )
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* Add empty states to account summary page
* Liability icon fix
* Normalize translations
* Clean up modal styles
* Account color updates
* Lint fixes
* Test fix
2024-10-08 13:00:35 -04:00
Zach Gollwitzer
591d149da9
Finalize other assets and liabilities view ( #1264 )
2024-10-07 20:23:33 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering ( #1240 )
2024-10-04 09:17:48 -04:00
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
7fabca4679
Simplify self host settings controller ( #1230 )
2024-10-02 12:07:56 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) ( #1209 )
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* Remove stale 1.0 import logic and model
* Fresh start
* Checkpoint before removing nav
* First working prototype
* Add trade, account, and mint import flows
* Basic working version with tests
* System tests for each import type
* Clean up mappings flow
* Clean up PR, refactor stale code, tests
* Add back row validations
* Row validations
* Fix import job test
* Fix import navigation
* Fix mint import configuration form
* Currency preset for new accounts
2024-10-01 10:47:59 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha ( #1194 )
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* Finalize profile settings page
* Translations
* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers ( #1191 )
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* Finalize transaction drawer, simplify money form helpers
* Fix money form errors
* Reusable disclosure helper, fix styles
* Final style tweaks
2024-09-20 08:38:19 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters ( #1189 )
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* Add type filters to transaction search
* Add amount filter
2024-09-17 10:38:02 -04:00
Zach Gollwitzer
aa6d755402
Fix styles on import modal ( #1188 )
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* Fix styles on import modal
* Remove stale translations
2024-09-16 19:18:07 -04:00
Zach Gollwitzer
d3d9af8bce
Add basic self hosted onboarding ( #1177 )
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* Add basic self hosted onboarding
* Lint fix
* Normalize translations
2024-09-13 17:24:19 -04:00
Tony Vincent
277e4476d9
Fix missing sync_all_button partial ( #1172 )
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* Fix missing sync_all_button partial
* Add missing translation
* Bring back partial
* Unify button text translation
* Add test
2024-09-13 11:19:20 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page ( #1169 )
2024-09-11 17:24:01 -04:00
Tony Vincent
edf44bec03
Add setting to disable new user registration on self-hosted instances ( #1163 )
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* Add clipboard stimulus controller
* Add invite codes controller
* Setting to force invite code for new signups
* Fix erb linter
* Normalize keys
* Add POST /invite_codes
* Cleanup clipboard_controller.js
* Create invite codes on-demand
* Design changes
* Style alignment
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Split into individual forms
* Fix missing styles
* Update app/javascript/controllers/clipboard_controller.js
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Fix test
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Zach Gollwitzer
ac0ff35360
Update empty account states on dashboard ( #1166 )
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* Update empty account states on dashboard
* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
04037b8943
Consolidate transaction menu items ( #1164 )
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* Fix valuation frame issue
* Consolidate transactions menu items
* Translations
2024-09-10 14:45:08 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily ( #1136 )
2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements ( #1135 )
2024-08-27 17:06:41 -04:00
