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71 commits

Author SHA1 Message Date
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
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
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
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
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
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
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
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
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
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
Ryan Taber
a4c97a9d52
Removes unused model and routes (#546) 2024-03-15 12:20:54 -04:00
Zach Gollwitzer
87b97b3c41
Scaffold out basic transactions model and UI (#478)
* Transaction scaffold

* Rough in transaction views

* Fix sort order

* Fix mass assignment issue

* Fix test

* Simplify CI workflow

* Don't seed db before test
2024-02-23 21:34:33 -05:00
Zach Gollwitzer
b5b2d335fd
Add Live Data to Account Page (#464)
* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo
2024-02-20 09:07:55 -05:00
Josh Pigford
aa351ae616
Multi-currency support (#425)
* Initial foundational pass at multi-currency

* Default format currency

* More work on currency and exchanging

* Re-build currencies on change

* Currency import/setup

* Background job overhaul + cheaper OXR plan support

* Lint fixes

* Test fixes

* Multi-currency setup instructions

* Allow decimals in the balance field

* Spacing fix for form

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2024-02-10 16:18:56 -06:00
Edrick Leong
622fc07a76
feat: add settings page (#274)
* feat: add settings page

* feat: add updating family name

* fix: formatting

* refactor: update to use Rails label helper
2024-02-05 08:19:23 -06:00
Josh Pigford
fed010e202 Credit start 2024-02-02 15:31:32 -06:00
Rob Zolkos
9aa9f99810 Fix account param safety 2024-02-02 16:56:07 +00:00
Josh Pigford
3bf7b47040 New bank addition (mostly hashing out STI bits)
Messy and gross. Will get cleaned up in the next couple of commits.
2024-02-02 10:39:16 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00