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Author SHA1 Message Date
dependabot[bot]
a0ad33e47c
Bump stripe from 13.0.2 to 13.1.0 (#1411) 
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.0.2 to 13.1.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases)
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.0.2...v13.1.0)

---
updated-dependencies:
- dependency-name: stripe
  dependency-type: direct:production
  update-type: version-update:semver-minor
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-11-05 08:16:11 -05:00
dependabot[bot]
65d46397d7
Bump pagy from 9.1.0 to 9.1.1 (#1409) 
Bumps [pagy](https://github.com/ddnexus/pagy) from 9.1.0 to 9.1.1.
- [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/9.1.0...9.1.1)

---
updated-dependencies:
- dependency-name: pagy
  dependency-type: direct:production
  update-type: version-update:semver-patch
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-11-05 08:15:52 -05:00
dependabot[bot]
905eb7bbe8
Bump selenium-webdriver from 4.25.0 to 4.26.0 (#1412) 
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.25.0 to 4.26.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.25.0...selenium-4.26.0)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  dependency-type: direct:development
  update-type: version-update:semver-minor
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-11-05 08:15:40 -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
85779b4038 super_admin should be valid for admin 2024-11-01 10:30:30 -05:00
Josh Pigford
793bd852a0
Family invites (#1397) 
* 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
Zach Gollwitzer
09b269273a Safe load yaml files
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2024-11-01 09:42:00 -04:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction (#1393) 
* 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
Nico
7946cd7819
Adds condition to skip link to transaction form if it's not editable (#1394) 2024-10-31 08:57:06 -04:00
Josh Pigford
e7f09e6f71
Groundwork for security info (#1396)
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* Groundwork for security info

* Lint
 2024-10-30 18:08:19 -04:00
Josh Pigford
5e2b932648 Use Synth logo for holdings
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2024-10-30 12:14:11 -04:00
Josh Pigford
5533b84895 Always include US stocks 2024-10-30 10:42:57 -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) 
* 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
Josh Pigford
c2561b5fb4 Handle manually entered securities 2024-10-28 13:33:27 -04:00
Zach Gollwitzer
e5eb69bdc7 Fix hidden selection bars on account views 2024-10-28 11:29:52 -04:00
Guillem Arias Fauste
3cd364af09
fix bulk action bar positioning (#1370) 
* fix bulk action bar positioning

* remove extra space
 2024-10-28 08:02:49 -04:00
dependabot[bot]
277fb3dc39
Bump mocha from 2.4.5 to 2.5.0 (#1378) 
Bumps [mocha](https://github.com/freerange/mocha) from 2.4.5 to 2.5.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.4.5...v2.5.0)

---
updated-dependencies:
- dependency-name: mocha
  dependency-type: direct:development
  update-type: version-update:semver-minor
...

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 2024-10-28 07:56:44 -04:00
dependabot[bot]
439e50bb3e
Bump pg from 1.5.8 to 1.5.9 (#1379) 
Bumps [pg](https://github.com/ged/ruby-pg) from 1.5.8 to 1.5.9.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md)
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.8...v1.5.9)

---
updated-dependencies:
- dependency-name: pg
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-10-28 07:56:36 -04:00
dependabot[bot]
2141cbb041
Bump rails from 7.2.1.1 to 7.2.1.2 (#1380) 
Bumps [rails](https://github.com/rails/rails) from 7.2.1.1 to 7.2.1.2.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](https://github.com/rails/rails/compare/v7.2.1.1...v7.2.1.2)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-10-28 07:56:25 -04:00
dependabot[bot]
d78f582af2
Bump ruby-lsp-rails from 0.3.20 to 0.3.21 (#1381) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.20 to 0.3.21.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.20...v0.3.21)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
...

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 2024-10-28 07:56:01 -04:00
dependabot[bot]
2adb54da99
Bump stripe from 13.0.1 to 13.0.2 (#1382) 
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.0.1 to 13.0.2.
- [Release notes](https://github.com/stripe/stripe-ruby/releases)
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.0.1...v13.0.2)

---
updated-dependencies:
- dependency-name: stripe
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-10-28 07:55:50 -04:00
Josh Pigford
45935db5f3
Remove dependency on stock exchange table (#1368) 2024-10-25 13:09:02 -05:00
Zach Gollwitzer
b75b41a5e2
Bump to v0.2.0-alpha.1 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-25 09:37:50 -04:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions (#1359) 
* allow filtering uncategorized transactions

* user can filter uncategorized transactions test

* rubocop linting
 2024-10-25 09:37:05 -04:00
Josh Pigford
aa3342b0dc
Stock imports (#1363) 
* Initial pass

* Marketstack data provider

* Marketstack data provider

* Refactor a bit
 2024-10-24 16:36:50 -05:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth (#1364) 2024-10-24 17:28:29 -04:00
Zach Gollwitzer
ba49fea89a Locale updates 2024-10-24 16:43:59 -04:00
Zach Gollwitzer
89e107e36c Remove good job dashboard route 2024-10-24 15:56:58 -04:00
Zach Gollwitzer
d93fbbcaa8 Fix tooltip on charts 2024-10-24 12:06:42 -04:00
Josh Pigford
e6403fab70 Modal design tweaks 2024-10-24 10:16:24 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes (#1357) 
* 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) 
* 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
Josh Pigford
73e184ad3d
Stock Exchanges with seed (#1351) 
* Stock Exchanges with seed

* Run the seed file on migration

* Fix for enum column
 2024-10-22 14:30:57 -05:00
dependabot[bot]
d3a6f7e0f0
Bump tailwindcss-rails from 2.7.9 to 3.0.0 (#1341) 
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.7.9 to 3.0.0.
- [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/v2.7.9...v3.0.0)

---
updated-dependencies:
- dependency-name: tailwindcss-rails
  dependency-type: direct:production
  update-type: version-update:semver-major
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 2024-10-22 15:11:26 -04:00
Josh Pigford
9313620968 Updated Synth env variable description 2024-10-22 13:10:51 -05:00
Josh Pigford
a4e87ffb4d Delete extensions.json 2024-10-21 20:20:52 -05:00
Zach Gollwitzer
728b10d08e Fix trade import mapping bug 2024-10-21 12:26:39 -04:00
dependabot[bot]
a27b17deae
Bump ruby-lsp-rails from 0.3.19 to 0.3.20 (#1339) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.19 to 0.3.20.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.19...v0.3.20)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
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 2024-10-21 10:14:05 -04:00
Nico
1b654faf9a
Fixes issue with mapping values during the transactions import (#1327) 
* 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

---------

Co-authored-by: Nicolás Galdámez <nicolas.galdamez@unagisoftware.com>
 2024-10-21 10:13:55 -04:00
dependabot[bot]
9b6a2cce56
Bump turbo-rails from 2.0.10 to 2.0.11 (#1343) 
Bumps [turbo-rails](https://github.com/hotwired/turbo-rails) from 2.0.10 to 2.0.11.
- [Release notes](https://github.com/hotwired/turbo-rails/releases)
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.10...v2.0.11)

---
updated-dependencies:
- dependency-name: turbo-rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-10-21 10:12:35 -04:00
dependabot[bot]
5ff9012d3e
Bump rails from 7.2.1 to 7.2.1.1 (#1340) 
Bumps [rails](https://github.com/rails/rails) from 7.2.1 to 7.2.1.1.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](https://github.com/rails/rails/compare/v7.2.1...v7.2.1.1)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-10-21 10:10:15 -04:00
dependabot[bot]
da7f19d5ab
Bump erb_lint from 0.6.0 to 0.7.0 (#1337) 
Bumps [erb_lint](https://github.com/Shopify/erb-lint) from 0.6.0 to 0.7.0.
- [Release notes](https://github.com/Shopify/erb-lint/releases)
- [Commits](https://github.com/Shopify/erb-lint/compare/v0.6.0...v0.7.0)

---
updated-dependencies:
- dependency-name: erb_lint
  dependency-type: direct:development
  update-type: version-update:semver-minor
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 2024-10-21 09:53:51 -04:00
dependabot[bot]
a2e8fb5ce1
Bump good_job from 4.4.1 to 4.4.2 (#1336) 
Bumps [good_job](https://github.com/bensheldon/good_job) from 4.4.1 to 4.4.2.
- [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/v4.4.1...v4.4.2)

---
updated-dependencies:
- dependency-name: good_job
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-10-21 09:53:41 -04:00
dependabot[bot]
b074762809
Bump faker from 3.4.2 to 3.5.1 (#1338) 
Bumps [faker](https://github.com/faker-ruby/faker) from 3.4.2 to 3.5.1.
- [Release notes](https://github.com/faker-ruby/faker/releases)
- [Changelog](https://github.com/faker-ruby/faker/blob/main/CHANGELOG.md)
- [Commits](https://github.com/faker-ruby/faker/compare/v3.4.2...v3.5.1)

---
updated-dependencies:
- dependency-name: faker
  dependency-type: direct:development
  update-type: version-update:semver-minor
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 2024-10-21 09:53:33 -04:00