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Author SHA1 Message Date
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 (#893)
* Rename accountable types

* Merge conflicts

* Fix broken tests

* Add back sidebar changes
2024-06-20 07:26:25 -04:00
ziraq young
778098ebb0
Ensure correct form's hidden input for selectedIds (#891) 2024-06-19 16:50:32 -04:00
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching (#883)
* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Jakub Kottnauer
b462bc8f8c
Add merchant select when editing transaction (#885) 2024-06-18 08:54:25 -04:00
Zach Gollwitzer
73ecf0b912
Update issue templates 2024-06-17 12:12:41 -04:00
dependabot[bot]
cdaed495b3
Bump rails from f9c847f to 5d34172 (#879)
Bumps [rails](https://github.com/rails/rails) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](f9c847fac1...5d34172ff4)

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- dependency-name: rails
  dependency-type: direct:production
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2024-06-17 12:04:16 -04:00
dependabot[bot]
651028a9f3
Bump octokit from 8.1.0 to 9.1.0 (#877)
Bumps [octokit](https://github.com/octokit/octokit.rb) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases)
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md)
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0)

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  dependency-type: direct:production
  update-type: version-update:semver-major
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2024-06-17 11:59:13 -04:00
dependabot[bot]
c4fb9a54a2
Bump mocha from 2.3.0 to 2.4.0 (#878)
Bumps [mocha](https://github.com/freerange/mocha) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0)

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  dependency-type: direct:development
  update-type: version-update:semver-minor
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2024-06-17 11:56:42 -04:00
dependabot[bot]
9af355fc59
Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880)
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases)
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md)
- [Commits](https://github.com/aws/aws-sdk-ruby/commits)

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  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-06-17 11:55:10 -04:00
Zach Gollwitzer
773cd0da71
Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-14 16:50:08 -04:00
Mattia
5da34c4609
Changelog page that pulls from Github Release notes (#867)
* Changelog page that pulls from Github Release notes

* Review changelog page styles

* Move changelog page title to i18n translations
2024-06-14 16:40:50 -04:00
Zach Gollwitzer
957584b69c
Clean up sync logic (#871) 2024-06-13 17:03:38 -04:00
Zach Gollwitzer
d0a15b8a98
Improve self hosting docs and UI (#870) 2024-06-13 16:19:05 -04:00
Zach Gollwitzer
9956a9540e
Add institution management and account editing controls (#868)
* Add institution management

* Allow user to select institution on create or edit

* Improve redirect behavior

* Final cleanup

* i18n normalization
2024-06-13 14:37:27 -04:00
Zach Gollwitzer
8c1a7af37f
Allow for optional start date on account creation (#866) 2024-06-13 09:16:00 -04:00
Zach Gollwitzer
c5704ffd45
Improve account internal linking and redirect behavior (#864)
* Fix transaction row link and overflow

* Allow user to access imports from account page

* Clean up accounts controller, add link to account page from settings

* Add link to accounts management from accounts summary page

* Cleanup styles
2024-06-11 18:47:38 -04:00
Zach Gollwitzer
8372e26864
Allow optional import fields (#865) 2024-06-11 18:46:44 -04:00
dependabot[bot]
6477c0f766
Bump aws-sdk-s3 from 1.151.0 to 1.152.0 (#854)
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.151.0 to 1.152.0.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases)
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md)
- [Commits](https://github.com/aws/aws-sdk-ruby/commits)

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  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-06-10 12:39:15 -04:00
dependabot[bot]
2a8bb57c9c
Bump pagy from 8.4.1 to 8.4.4 (#853)
Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.1 to 8.4.4.
- [Release notes](https://github.com/ddnexus/pagy/releases)
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md)
- [Commits](https://github.com/ddnexus/pagy/compare/8.4.1...8.4.4)

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  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-06-10 12:38:44 -04:00
dependabot[bot]
2f432ec0c3
Bump good_job from 3.29.2 to 3.29.3 (#851)
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.29.2 to 3.29.3.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v3.29.2...v3.29.3)

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  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-06-10 12:38:25 -04:00
dependabot[bot]
e3269e8981
Bump faraday from 2.9.0 to 2.9.1 (#850)
Bumps [faraday](https://github.com/lostisland/faraday) from 2.9.0 to 2.9.1.
- [Release notes](https://github.com/lostisland/faraday/releases)
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md)
- [Commits](https://github.com/lostisland/faraday/compare/v2.9.0...v2.9.1)

---
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- dependency-name: faraday
  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-06-10 12:37:59 -04:00
dependabot[bot]
8f891b8d8c
Bump tailwindcss-rails from 2.6.0 to 2.6.1 (#848)
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.6.0 to 2.6.1.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases)
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md)
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.0...v2.6.1)

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- dependency-name: tailwindcss-rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-06-10 12:37:04 -04:00
dependabot[bot]
775921092c
Bump rails from 8e7eb03 to f9c847f (#855)
Bumps [rails](https://github.com/rails/rails) from `8e7eb03` to `f9c847f`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](8e7eb03d99...f9c847fac1)

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- dependency-name: rails
  dependency-type: direct:production
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2024-06-10 12:36:08 -04:00
dependabot[bot]
83e2bfceb8
Bump lucide-rails from 6170b3a to 79d9895 (#849)
Bumps [lucide-rails](https://github.com/maybe-finance/lucide-rails) from `6170b3a` to `79d9895`.
- [Commits](6170b3a0ec...79d989593e)

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- dependency-name: lucide-rails
  dependency-type: direct:production
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2024-06-10 12:32:25 -04:00
Zach Gollwitzer
87a40aafeb
Bump to v0.1.0-alpha.5
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-07 19:29:01 -04:00
Zach Gollwitzer
a681e73fea
Enable bulk editing of transactions (#846) 2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1
Bulk transaction deletion (#845)
* Clean up transaction show view, add delete button

* Clean up tailwind global styles, add switch

* Bulk deletion controller and tests

* Normalize translations

* Add bulk deletion button and form
2024-06-07 16:56:30 -04:00
Zach Gollwitzer
115f792198
Add bulk selection UI controls (#840)
* Add bulk selection UI

* Handle bulk selection with Stimulus controller instead of session

* Update tests

* Remove stale routes

* Remove old system test helper methods
2024-06-07 12:44:06 -04:00
dependabot[bot]
e4ac5c87e4
Bump rails from c1f1b14 to 8e7eb03 (#828)
Bumps [rails](https://github.com/rails/rails) from `c1f1b14` to `8e7eb03`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](c1f1b14adc...8e7eb03d99)

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updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
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2024-06-03 08:41:06 -04:00
dependabot[bot]
a4fef176e8
Bump pagy from 8.4.0 to 8.4.1 (#825)
Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.0 to 8.4.1.
- [Release notes](https://github.com/ddnexus/pagy/releases)
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md)
- [Commits](https://github.com/ddnexus/pagy/compare/8.4.0...8.4.1)

---
updated-dependencies:
- dependency-name: pagy
  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-06-03 08:33:46 -04:00
dependabot[bot]
ee5fc2be38
Bump ruby-lsp-rails from 0.3.6 to 0.3.7 (#826)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.6 to 0.3.7.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.6...v0.3.7)

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updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
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2024-06-03 08:33:35 -04:00
Zach Gollwitzer
28524b3f08
Bump to v0.1.0-alpha.4 (#822) 2024-05-31 14:09:12 -04:00
Zach Gollwitzer
bcbb37a146
Client-side validation for Decimal precision of 19,4 (#821) 2024-05-30 22:07:47 -04:00
Zach Gollwitzer
de53a50e45
Sync account after transaction import (#820) 2024-05-30 22:06:32 -04:00
Zach Gollwitzer
32e647f0fb
Support 32 and 64 bit ARM architectures for Docker image
Fixes #816

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-05-30 21:42:09 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Zach Gollwitzer
ee162bbef7
Reuse ci workflow (#819) 2024-05-30 15:44:16 -04:00
Zach Gollwitzer
df391e0a14
Update issue templates 2024-05-28 13:23:15 -04:00
Jakub Kottnauer
6182a62573
Sort accounts in the sidebar (#815) 2024-05-28 13:22:04 -04:00
dependabot[bot]
981a1cb2ee
Bump rails from ed50b93 to c1f1b14 (#814)
Bumps [rails](https://github.com/rails/rails) from `ed50b93` to `c1f1b14`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](ed50b93ebc...c1f1b14adc)

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- dependency-name: rails
  dependency-type: direct:production
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2024-05-27 12:11:53 -04:00
dependabot[bot]
e0d8499a8c
Bump propshaft from 0.8.0 to 0.9.0 (#812)
Bumps [propshaft](https://github.com/rails/propshaft) from 0.8.0 to 0.9.0.
- [Release notes](https://github.com/rails/propshaft/releases)
- [Commits](https://github.com/rails/propshaft/compare/v0.8.0...v0.9.0)

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- dependency-name: propshaft
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  update-type: version-update:semver-minor
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2024-05-27 12:10:42 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash (#794)
* 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
dependabot[bot]
e9c8897eaf
Bump webmock from 3.23.0 to 3.23.1 (#813)
Bumps [webmock](https://github.com/bblimke/webmock) from 3.23.0 to 3.23.1.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md)
- [Commits](https://github.com/bblimke/webmock/compare/v3.23.0...v3.23.1)

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updated-dependencies:
- dependency-name: webmock
  dependency-type: direct:development
  update-type: version-update:semver-patch
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2024-05-27 11:28:46 -04:00
dependabot[bot]
9e09931c0e
Bump good_job from 3.28.3 to 3.29.2 (#811)
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.28.3 to 3.29.2.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v3.28.3...v3.29.2)

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updated-dependencies:
- dependency-name: good_job
  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-05-27 10:32:54 -04:00
Jakub Kottnauer
98f3f172a9
Validate transaction filtering params (#810) 2024-05-27 10:01:08 -04:00
pea-sys
0e15bda6eb
fix: png file can be selected as profile images (#809)
Signed-off-by: pea-sys <49807271+pea-sys@users.noreply.github.com>
2024-05-26 08:55:31 -05:00
Zach Gollwitzer
8f356656fc
Bump to v0.1.0-alpha.3 (#806) 2024-05-24 14:24:03 -04:00
Jakub Kottnauer
6e59fdb369
Add tag preview when importing (#800) 2024-05-24 10:39:24 -04:00
Zach Gollwitzer
457247da8e
Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00