Tony Vincent
b0d9891133
fix: Bug creating duplicate category leads to crash screen ( #1577 )
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Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
2024-12-30 10:04:38 -05:00
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
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
027c18297b
Fix holding avg cost calculation
2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
2024-12-12 08:56:52 -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
Josh Pigford
565103caf3
Updated domain to maybefinance.com
2024-12-03 11:09:57 -06:00
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
Nico
242eb5cea1
Calculates balance based on previous transaction on the same date ( #1483 )
2024-11-22 09:38:41 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies ( #1477 )
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2024-11-18 15:50:47 -05:00
Alex
9cc9f42bdc
Allow custom column separator for CSV parsing in uploads controller ( #1470 )
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* Allow custom column separator for CSV parsing in uploads controller
* Add column separator parameter for CSV uploads in tests
2024-11-18 11:31:17 -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
bruno costanzo
a113d573d6
Skip account valuation on entry balance_after_entry ( #1435 )
2024-11-08 09:17:55 -05:00
Zach Gollwitzer
455257bf51
Show onboarding unless invitation present
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Fixes #1421
2024-11-05 19:08:45 -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
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
Tony Vincent
2b61821336
Do not include income transactions in liability accounts for savings rate ( #1385 )
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* Do not include income transactions in liability accounts for savings rate
* Do not include income in liability accounts in savings rate chart
2024-10-31 09:05:01 -04:00
Zach Gollwitzer
c9917674aa
Add validation to security price model
2024-10-30 09:51:05 -04:00
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection ( #1392 )
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* Initial pass at Synth-based ticker selection
* Update _tickers.turbo_stream.erb
* Functional combobox display
* A few cleanup steps
* Linter
* Prevent long strings
* Another step towards functional combobox
* Deprecated files
* Custom Combobox implementation
* Lint
* Test suite fixes
* Lint
* Make direct use of mic codes
* Update splits
* Update trades_test.rb
2024-10-30 09:23:44 -04:00
Josh Pigford
490f44589e
First pass at security price reference ( #1388 )
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* First pass at security price reference
* Data cleanup
* Synth security fetching does better with a mic_code
* Update test suite
😭
* Update schema.rb
* Update generator.rb
2024-10-29 15:37:59 -04:00
Zach Gollwitzer
bf695972e4
Remove missing prices issue ( #1390 )
2024-10-29 14:55:46 -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
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions ( #1359 )
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* allow filtering uncategorized transactions
* user can filter uncategorized transactions test
* rubocop linting
2024-10-25 09:37:05 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth ( #1364 )
2024-10-24 17:28:29 -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
Nico
1b654faf9a
Fixes issue with mapping values during the transactions import ( #1327 )
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* Adds custom debounce timeout to autosubmit form controller
- There's a default debounce timeout based on element type
- You can parameterize debounce timeout on a data-attribute
* Adds corrections based on js_lint
* Restores sleep on test
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Co-authored-by: Nicolás Galdámez <nicolas.galdamez@unagisoftware.com>
2024-10-21 10:13:55 -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
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-18 11:26:58 -05:00
Zach Gollwitzer
c744237b55
Allow cents in start balance for accounts
2024-10-11 12:43:50 -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
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
24d3c0243f
Handle missing weekend stock prices in sync process ( #1242 )
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* Don't append missing prices if already known
* Add failing test
* Handle weekend stock prices
* Fix tests and gapfill logic
2024-10-04 14:19:45 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions ( #1233 )
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* DB sessions
* Validations for profile image
2024-10-03 14:42:22 -04:00
Zach Gollwitzer
82c298307d
Add formatting for EUR locales ( #1231 )
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* Add formatting for EUR locales
* Fix formatting assertion for EUR in english locales
2024-10-03 10:25:38 -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
Jestin Palamuttam
23786b444a
Fix: Escape button not being handled on settings pages ( #1210 )
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* fix: escape button handler
* feat: location logic for settings page
* fix: linting errors
* fix: linting error
* refactor: settings test
2024-09-30 17:28:15 -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
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -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
