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Author SHA1 Message Date
dependabot[bot]
3cc4cba2b3
Bump octokit from 9.1.0 to 9.2.0 (#1342) 
Bumps [octokit](https://github.com/octokit/octokit.rb) from 9.1.0 to 9.2.0.
- [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/v9.1.0...v9.2.0)

---
updated-dependencies:
- dependency-name: octokit
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-21 09:52:49 -04:00
dependabot[bot]
cb752370cb
Bump aws-sdk-s3 from 1.167.0 to 1.169.0 (#1344) 
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.167.0 to 1.169.0.
- [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)

---
updated-dependencies:
- dependency-name: aws-sdk-s3
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

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 2024-10-21 09:52:37 -04:00
dependabot[bot]
720d7aedaf
Bump stripe from 13.0.0 to 13.0.1 (#1345) 
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.0.0 to 13.0.1.
- [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/v13.0.0...v13.0.1)

---
updated-dependencies:
- dependency-name: stripe
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-21 09:52:27 -04:00
Josh Pigford
07264e86cb Add accounts count to Intercom 2024-10-19 14:54:51 -05:00
Zach Gollwitzer
3c0fdd84ee Fix mode bug 2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding (#1328) 
* Basic account onboarding

* Cleanup
 2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324) 
* 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) 
* 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
Ender Ahmet Yurt
4a3685f503
Redirect upload step (#1323) 
* Redirect upload step

* Change redirect page regarding state of the import
 2024-10-18 08:10:18 -05:00
Josh Pigford
75a390f03e Account indexes to address some performance issues 2024-10-17 15:45:13 -05:00
Josh Pigford
d4bfcfb6f4 Fix for transaction drawer securities missing prices 
Fixes #1321
 2024-10-17 10:52:04 -05:00
Josh Pigford
b98f35af0e Another tweak to the bug template 2024-10-17 10:39:56 -05:00
Josh Pigford
629565f7d8 Updated bug report template 2024-10-17 10:20:42 -05:00
Josh Pigford
4118cc8a31 Fix for scrollbars on alerts 
Fixes #1320
 2024-10-17 10:16:34 -05:00
Josh Pigford
61bf53f233 Rescue RecordNotUnique 
Fixes #1319
 2024-10-17 09:52:06 -05:00
Guillem Arias Fauste
7f4c1755ef
add dashboard account pill tooltips (#1315) 
* add dashboard account pill tooltips

* Update app/views/shared/_text_tooltip.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-10-16 13:14:43 -04:00
Tony Vincent
76decc06c3
Maintain order (#1318) 2024-10-16 12:09:52 -04:00
Zach Gollwitzer
f3bb80dde6 Fix pie chart 2024-10-14 17:21:51 -04:00
oxdev03
4ad28d6eff
Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299) 
* chore: add formatting and linting for javascript code relates to #1295

* use spaces instaed

* add to recommended extensions

* only enforce lint

* auto save
 2024-10-14 17:09:27 -04:00
dependabot[bot]
fa3b8b078c
Bump good_job from 4.3.0 to 4.4.1 (#1302) 
Bumps [good_job](https://github.com/bensheldon/good_job) from 4.3.0 to 4.4.1.
- [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/v4.3.0...v4.4.1)

---
updated-dependencies:
- dependency-name: good_job
  dependency-type: direct:production
  update-type: version-update:semver-minor
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-14 11:44:13 -04:00
dependabot[bot]
d4e7a983f4
Bump tailwindcss-rails from 2.7.7 to 2.7.9 (#1304) 
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.7.7 to 2.7.9.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases)
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/v2.7.9/CHANGELOG.md)
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.7...v2.7.9)

---
updated-dependencies:
- dependency-name: tailwindcss-rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-14 11:02:10 -04:00
dependabot[bot]
7f7140b1cc
Bump ruby-lsp-rails from 0.3.18 to 0.3.19 (#1300) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.18 to 0.3.19.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.18...v0.3.19)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-14 11:01:56 -04:00
dependabot[bot]
437aa4bd39
Bump importmap-rails from 2.0.2 to 2.0.3 (#1301) 
Bumps [importmap-rails](https://github.com/rails/importmap-rails) from 2.0.2 to 2.0.3.
- [Release notes](https://github.com/rails/importmap-rails/releases)
- [Commits](https://github.com/rails/importmap-rails/compare/v2.0.2...v2.0.3)

---
updated-dependencies:
- dependency-name: importmap-rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2024-10-14 11:01:44 -04:00
dependabot[bot]
eabec71f70
Bump rails-settings-cached from 2.9.4 to 2.9.5 (#1305) 
Bumps [rails-settings-cached](https://github.com/huacnlee/rails-settings-cached) from 2.9.4 to 2.9.5.
- [Release notes](https://github.com/huacnlee/rails-settings-cached/releases)
- [Changelog](https://github.com/huacnlee/rails-settings-cached/blob/main/CHANGELOG.md)
- [Commits](https://github.com/huacnlee/rails-settings-cached/compare/v2.9.4...v2.9.5)

---
updated-dependencies:
- dependency-name: rails-settings-cached
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-14 11:01:35 -04:00
dependabot[bot]
3bc960e6c1
Bump sentry-ruby from 5.20.1 to 5.21.0 (#1306) 
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby) from 5.20.1 to 5.21.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases)
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.20.1...5.21.0)

---
updated-dependencies:
- dependency-name: sentry-ruby
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-14 11:01:17 -04:00
Alex Hatzenbuhler
57a81e44ef
Add period to value delete modal (#1297) 2024-10-14 10:19:33 -04:00
Zach Gollwitzer
e357c0485f Temp fix for Stimulus charts 2024-10-11 14:40:13 -04:00
Zach Gollwitzer
d9f11e002a
Release v0.1.0 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-11 13:15:46 -04:00
Zach Gollwitzer
c744237b55 Allow cents in start balance for accounts 2024-10-11 12:43:50 -04:00
Zach Gollwitzer
7dfd7408c7 Show correct precision on account page 2024-10-11 11:49:53 -04:00
Zach Gollwitzer
8f8988c03a Fix minified JS in prod for chart controller 2024-10-11 11:37:33 -04:00
Zach Gollwitzer
a21061fb56 Private method syntax fix in prod 2024-10-11 11:34:51 -04:00
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. (#1286) 
* 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
Zach Gollwitzer
3610c6cae7 Add observed holidays to sync exceptions 2024-10-10 19:29:20 -04:00
Zach Gollwitzer
79ca7e2039 Preserve negative sign on raw CSV values 2024-10-10 18:57:00 -04:00
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set (#1262) 
* fix: default value if user's name isn't set

* chore: matched code style

* fix: i18n key for fallback greeting

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-10 18:03:47 -04:00
Zach Gollwitzer
3399b74849
Handle market holidays during holding sync (#1292) 
* Handle market holidays during holding sync

* Use informal holidays instead of custom override
 2024-10-10 18:02:12 -04:00
Arsen Shkrumelyak
77fc5caecf
Minor improvements to categories & changelog pages (#1274) 
* ui: change category badge border color

* ui/ux: use author's name in changelog

* ui: badge border 25% -> 30%
 2024-10-10 16:00:35 -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) 
* 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
Josh Pigford
1746533842 Default to "today" when entering a transactions and value entries 2024-10-10 12:24:20 -05:00
Josh Pigford
6b46831199 Intercom data update 2024-10-10 10:59:06 -05:00
Zach Gollwitzer
aa16807c6c Allow institutions on edit account form 2024-10-10 11:43:28 -04:00
Zach Gollwitzer
dce9adb534 Add institution back as hidden field on account form 2024-10-10 11:39:50 -04:00
Zach Gollwitzer
26bd655e4c Add value tab to investments 2024-10-10 11:35:10 -04:00
Zach Gollwitzer
5c7d2f2b01
Better import instructions, remove ambiguous field (#1284) 
* 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
Guillem Arias Fauste
90278630ed
fix: amend inputs on loan, c.c., vehicle, and property partials (#1281) 
* fix: use number inputs on partial loan and credit card form views

* amend vehicle partial

* amend property inputs

* fix lint

* Update app/views/accounts/accountables/_credit_card.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

* Update app/views/accounts/accountables/_loan.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-10-10 10:45:17 -04:00
Guillem Arias Fauste
977da34efc
fix: use correct delimiter on credit card zero values (#1280) 2024-10-10 10:14:05 -04:00
Zach Gollwitzer
6288139a41 Fix loan term display 2024-10-09 18:34:20 -04:00
Zach Gollwitzer
ff5408c131
Fix group trend color (#1277) 2024-10-09 18:20:45 -04:00