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860 commits

Author SHA1 Message Date
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily (#1136) 2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements (#1135) 2024-08-27 17:06:41 -04:00
Zach Gollwitzer
f82ce59dad
Fix merchants color picker (#1134)
* Fix merchants color picker

* Lint fixes
2024-08-26 19:18:27 -04:00
Zach Gollwitzer
166ed4b1ea
Fix account transaction form resetting amount to 0 (#1133) 2024-08-26 19:10:17 -04:00
dependabot[bot]
0c0db44b7f
Bump rails from 7.2.0 to 7.2.1 (#1130)
Bumps [rails](https://github.com/rails/rails) from 7.2.0 to 7.2.1.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](https://github.com/rails/rails/compare/v7.2.0...v7.2.1)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-08-26 10:38:46 -04:00
dependabot[bot]
cd254fd19b
Bump aws-sdk-s3 from 1.158.0 to 1.159.0 (#1129)
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.158.0 to 1.159.0.
- [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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2024-08-26 09:37:08 -04:00
dependabot[bot]
0d20be4905
Bump pagy from 9.0.5 to 9.0.6 (#1128)
Bumps [pagy](https://github.com/ddnexus/pagy) from 9.0.5 to 9.0.6.
- [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/9.0.5...9.0.6)

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  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-08-26 09:36:59 -04:00
Tony Vincent
cf861ccff9
Fix account sync when prices missing (#1127) 2024-08-26 09:36:27 -04:00
dependabot[bot]
525439e44d
Bump vcr from 6.2.0 to 6.3.1 (#1131)
Bumps [vcr](https://github.com/vcr/vcr) from 6.2.0 to 6.3.1.
- [Release notes](https://github.com/vcr/vcr/releases)
- [Changelog](https://github.com/vcr/vcr/blob/master/CHANGELOG.md)
- [Commits](https://github.com/vcr/vcr/compare/v6.2.0...v6.3.1)

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- dependency-name: vcr
  dependency-type: direct:development
  update-type: version-update:semver-minor
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2024-08-26 09:35:04 -04:00
Tony Vincent
e1efe97e6f
Fix unable to create Deposit entries in investment portfolio (#1125)
* Fix unable to create Deposit entries in investment portfolio

* Add system test for deposit transaction
2024-08-25 17:48:46 -04:00
Zach Gollwitzer
52c729dc33
Bump to v0.1.0-alpha.16
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-23 10:39:14 -04:00
Zach Gollwitzer
de9723d63a
Fix file upload UI opening twice (#1119)
* Fix file selector opening twice

* rename click() method

* Remove unused method

* Credit original author

Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>

---------

Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>
2024-08-23 10:30:08 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates (#1118)
* Minimal code style enforcement

* Formatting and lint code updates (no change in functionality)
2024-08-23 10:06:24 -04:00
Zach Gollwitzer
359bceb58e
Vehicle view (#1117) 2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View (#1116)
* Add backend for property account details

* Rubocop updates

* Add property form with details

* Revert "Rubocop updates"

This reverts commit 05b0b8f3a4.

* Bump brakeman to latest version

* Add overview section to property view

* Lint fixes
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
4433488562
Fix holding name error (#1113)
* Add optional debugger to bin/dev script

* Fix holding naming
2024-08-20 17:35:23 -04:00
Zach Gollwitzer
37ae51f68a
Fix query when account has zero income and expense (#1112)
* Reproduce error

* Apply fix

* Remove uneeded helper
2024-08-20 15:44:32 -04:00
dependabot[bot]
793a6027a3
Bump tailwindcss-rails from 2.7.2 to 2.7.3 (#1103)
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.7.2 to 2.7.3.
- [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/v2.7.2...v2.7.3)

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updated-dependencies:
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  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-08-19 09:42:18 -04:00
dependabot[bot]
4d20b5f2d4
Bump good_job from 4.1.1 to 4.2.0 (#1102)
Bumps [good_job](https://github.com/bensheldon/good_job) from 4.1.1 to 4.2.0.
- [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/v4.1.1...v4.2.0)

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  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-08-19 09:42:02 -04:00
dependabot[bot]
7966c44d7f
Bump propshaft from 0.9.0 to 0.9.1 (#1104)
Bumps [propshaft](https://github.com/rails/propshaft) from 0.9.0 to 0.9.1.
- [Release notes](https://github.com/rails/propshaft/releases)
- [Commits](https://github.com/rails/propshaft/compare/v0.9.0...v0.9.1)

---
updated-dependencies:
- dependency-name: propshaft
  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-08-19 09:41:51 -04:00
dependabot[bot]
30b2ff7aa6
Bump ruby-lsp-rails from 0.3.12 to 0.3.13 (#1107)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.12 to 0.3.13.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.12...v0.3.13)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
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2024-08-19 09:26:01 -04:00
dependabot[bot]
f85fdba366
Bump aws-sdk-s3 from 1.157.0 to 1.158.0 (#1105)
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.157.0 to 1.158.0.
- [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-name: aws-sdk-s3
  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-08-19 09:25:43 -04:00
dependabot[bot]
0cb4e968a0
Bump stimulus-rails from 1.3.3 to 1.3.4 (#1106)
Bumps [stimulus-rails](https://github.com/hotwired/stimulus-rails) from 1.3.3 to 1.3.4.
- [Release notes](https://github.com/hotwired/stimulus-rails/releases)
- [Commits](https://github.com/hotwired/stimulus-rails/compare/v1.3.3...v1.3.4)

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- dependency-name: stimulus-rails
  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-08-19 09:25:31 -04:00
dependabot[bot]
8ebf18e04d
Bump sentry-ruby from 5.18.2 to 5.19.0 (#1108)
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby) from 5.18.2 to 5.19.0.
- [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/5.18.2...5.19.0)

---
updated-dependencies:
- dependency-name: sentry-ruby
  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-08-19 09:25:16 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files (#1099)
* Rename stimulus controller

* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Zach Gollwitzer
e6528bafec
Bump to v0.1.0-alpha.15
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-16 16:09:37 -04:00
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data (#1098)
* Fix security price issue flow

* Fix tooltip positioning and add tooltip for missing holding data

* Fix tooltip controller error with stale arrow target

* Lint fixes
2024-08-16 16:08:27 -04:00
Alexander Schrot
4527482aa2
Add support for different column separator in csv import logic (#1096)
* add col_sep to import model

* add validation for col_sep column

* add col_sep option to csv import model

* make use of col_sep option in import model

* add column separator field to new/edit action of an import

* add col_sep parameter to create/update action

* fix spacing between fields

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>

---------

Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-16 14:00:16 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -04:00
Alexander Schrot
c70a08aca2
add pagination to account transactions list (#1095)
* add pagination to account transactions list

* use global pagination partial
2024-08-16 09:00:05 -04:00
Zach Gollwitzer
9dda2606d5
Bump Dockerfile to 3.3.4
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-15 13:23:40 -04:00
Zach Gollwitzer
acf3564a86
Fix for invalid accountable data (#1086) 2024-08-15 12:49:49 -04:00
Josh Pigford
1f6f55c4a8 Switch to general release of Rails 7.2 2024-08-15 11:17:28 -05:00
Zach Gollwitzer
0691041d37
Update required Ruby version for development in README
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-13 12:50:26 -04:00
Chris Covington
b437bb20c4
Bump ruby from 3.3.1 to 3.3.4 (#1084) 2024-08-13 12:49:51 -04:00
Pedro Carmona
3c64f3ff3b
Fix: i18n symbol typo (#1085) 2024-08-13 12:31:51 -04:00
dependabot[bot]
82d3b8bcaf
Bump rails from 43530b4 to f6d62b5 (#1083)
Bumps [rails](https://github.com/rails/rails) from `43530b4` to `f6d62b5`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](43530b4ac9...f6d62b5f21)

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- dependency-name: rails
  dependency-type: direct:production
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2024-08-12 20:41:33 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup (#1076) 2024-08-12 20:38:58 -04:00
dependabot[bot]
150fce41a8
Bump ruby-lsp-rails from 0.3.11 to 0.3.12 (#1081)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.11 to 0.3.12.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.11...v0.3.12)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-type: direct:development
  update-type: version-update:semver-patch
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2024-08-12 20:33:49 -04:00
dependabot[bot]
67f65d399e
Bump bootsnap from 1.18.3 to 1.18.4 (#1079)
Bumps [bootsnap](https://github.com/Shopify/bootsnap) from 1.18.3 to 1.18.4.
- [Changelog](https://github.com/Shopify/bootsnap/blob/main/CHANGELOG.md)
- [Commits](https://github.com/Shopify/bootsnap/compare/v1.18.3...v1.18.4)

---
updated-dependencies:
- dependency-name: bootsnap
  dependency-type: direct:production
  update-type: version-update:semver-patch
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2024-08-12 20:33:30 -04:00
dependabot[bot]
72fe6d87f0
Bump tailwindcss-rails from 2.6.5 to 2.7.2 (#1078)
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.6.5 to 2.7.2.
- [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/v2.6.5...v2.7.2)

---
updated-dependencies:
- dependency-name: tailwindcss-rails
  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-08-12 20:26:38 -04:00
Zach Gollwitzer
94be117a02
Deposit, Withdrawal, and Interest Transactions for Investment View (#1075)
* Trade and Transaction builders

* Consolidate logic

* Remove redundant fields from trade form

* Add deposit, withdrawal, and interest form controls
2024-08-09 20:11:27 -04:00
Zach Gollwitzer
f3c44464be
Update version.rb
Bump to v0.1.0-alpha.14

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-09 17:42:48 -04:00
Zach Gollwitzer
c0908f454a
Temp fix for missing accountables on self hosted instances (#1071)
* Temp fix #1068

* Cleanup
2024-08-09 13:31:32 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts (#1066)
* Consolidate modal form structure into partial + helper

* Scaffold out trade transaction form

* Normalize translations

* Add buy and sell trade form with tests

* Move entryable lists to dedicated controllers

* Delegate entry group contents rendering

* More cleanup

* Extract transaction and valuation update logic from entries controller

* Delegate edit and show actions to entryables

* Trade builder

* Update paths for transaction updates
2024-08-09 11:22:57 -04:00
Tony Vincent
6bca35fa22
Fix minitest assert_nil warning (#1070)
* Fix minitest assert_nil warning

* Remove empty line

* Fix my stupidity
2024-08-09 10:58:01 -04:00
Tony Vincent
6fa40e0fa2
Fetch exchange rates in bulk from synth (#1069)
* Fetch exchnage rates in bulk

* Handle paginated response

* Rename method and improve tests

* Change argument names

* Use standard date format
2024-08-09 10:57:33 -04:00
Tony Vincent
f315370512
Add stimulus tooltip controller (#1065)
* Add Tooltip Stimulus controller

* Add test for tooltip

* Remove comma

* Normalize translations

* Use floating-ui instead popper

* Use component classes

* Increase cross axis value

* Cleanup

* Update app/views/accounts/show.html.erb

Use correct tailwind class

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Use default values for options

* Remove tooltip global variable

* Add arrow target

* Remove unused method

---------

Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-08 06:53:27 -04:00
Zach Gollwitzer
6e74414cb2
Add source headers to Synth calls (#1062) 2024-08-05 12:21:12 -04:00
dependabot[bot]
9ad04a82cb
Bump rails from 5cb5cad to 43530b4 (#1059)
Bumps [rails](https://github.com/rails/rails) from `5cb5cad` to `43530b4`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](5cb5cad322...43530b4ac9)

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  dependency-type: direct:production
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2024-08-05 09:13:34 -04:00