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Author SHA1 Message Date
Andrey Morskov
37d5c149ba
Wrap account update in transaction (#985) 2024-07-15 10:03:35 -04:00
Zach Gollwitzer
744ffb68aa
Bump to v0.1.0-alpha.10
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-12 18:38:17 -04:00
Zach Gollwitzer
34e03c2d6a
Make balance editing easier (#976)
* Make balance editing easier

* Translations

* Fix money input option

* Fix balance sync logic

* Rework balance update flow
2024-07-12 13:47:39 -04:00
Zach Gollwitzer
b002a41b35
New demo user data (#972) 2024-07-11 08:37:21 -04:00
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications (#968)
* Add sync model

* Fresh fixtures for sync tests

* Sync tests overhaul

* Fix entry tests

* Complete remaining model test updates

* Update system tests

* Update demo data task

* Add system tests back to PR checks

* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
Tony Vincent
de5a2e55b3
Add missing migrations for good_job 4x (#967)
* Goodjob 3.99

* Properly bump to good_job 4.0.0

* Remove accidently tracked .tool-versions
2024-07-09 14:23:19 -04:00
dependabot[bot]
538b00712c
Bump rails from df02832 to 8075866 (#962)
Bumps [rails](https://github.com/rails/rails) from `df02832` to `8075866`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](df02832784...8075866ae8)

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- dependency-name: rails
  dependency-type: direct:production
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2024-07-08 13:35:30 -04:00
dependabot[bot]
2e56f5726e
Bump sentry-rails from 5.18.0 to 5.18.1 (#964)
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby) from 5.18.0 to 5.18.1.
- [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/5.18.0...5.18.1)

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2024-07-08 09:15:11 -04:00
dependabot[bot]
3c9cdb16f9
Bump pagy from 8.6.1 to 8.6.3 (#963)
Bumps [pagy](https://github.com/ddnexus/pagy) from 8.6.1 to 8.6.3.
- [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/8.6.1...8.6.3)

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  update-type: version-update:semver-patch
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2024-07-08 09:14:46 -04:00
dependabot[bot]
6d4c871f85
Bump ruby-lsp-rails from 0.3.7 to 0.3.8 (#960)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.7 to 0.3.8.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.7...v0.3.8)

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  dependency-type: direct:development
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2024-07-08 09:14:31 -04:00
dependabot[bot]
dd915c42ed
Bump aws-sdk-s3 from 1.155.0 to 1.156.0 (#961)
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.155.0 to 1.156.0.
- [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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  update-type: version-update:semver-minor
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2024-07-08 09:07:52 -04:00
dependabot[bot]
0447d47a53
Bump good_job from 3.29.5 to 4.0.0 (#959)
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.29.5 to 4.0.0.
- [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/v3.29.5...v4.0.0)

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2024-07-08 09:07:12 -04:00
dependabot[bot]
42dec4014e
Bump sentry-ruby from 5.18.0 to 5.18.1 (#958)
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby) from 5.18.0 to 5.18.1.
- [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/5.18.0...5.18.1)

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2024-07-08 09:05:30 -04:00
Zach Gollwitzer
6767aaed1d
Handle missing exchange rate provider, allow fallback for missing rates (#955)
* Clean up exchange rate logic

* Remove stale method
2024-07-08 09:04:59 -04:00
Magnus Jensen
bef335c631
fix: #951 pointer cursor and bg hover for import flow buttons (#954)
* set cursor to pointer on buttons in imports flow

* add hover bg change on buttons to indicate action

* add rounded hover background to x
2024-07-08 08:56:08 -04:00
Tony Vincent
3ffb6cb62b
Add error handling for AccountsController#create (#957) 2024-07-08 08:53:45 -04:00
Zach Gollwitzer
cea90252c8
Bump to v0.1.0-alpha.9
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-05 14:16:41 -04:00
Zach Gollwitzer
36cccefb2a
Update docker compose example with fixed storage volume (#950) 2024-07-05 14:16:02 -04:00
Tony Vincent
cc6bf6e961
Enable syncing all accounts in one click (#948)
* Enable syncing all accounts on one click

* Remove argument to sync_later method call

* Add partial for sync all accounts button

* Redirect back if possible when syncing all accounts
2024-07-05 07:36:18 -04:00
Tony Vincent
48092cb704
Enque account sync job after creating transfer (#946) 2024-07-04 06:57:26 -04:00
Luke Hurst
cf23453d93
Fix bug where transactions were duplicated in import confirm (#941)
* Fix bug where transactions were duplicated in import confirm

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

* Update imports_test.rb

Signed-off-by: Luke Hurst <hurstlj@umich.edu>

---------

Signed-off-by: Luke Hurst <hurstlj@umich.edu>
2024-07-03 17:44:35 -04:00
Tony Vincent
f1d0a62ac7
Enable updating Account::Entry#amount (#942)
- Enable updating transaction type income/expense
- Enable updating transaction amount
2024-07-03 15:54:05 -04:00
Zach Gollwitzer
3089e3c81d
Remove custom currency styling, use default formatter (#937) 2024-07-02 07:27:19 -04:00
dependabot[bot]
0593d8fb7e
Bump rails from 9e370f0 to df02832 (#930)
Bumps [rails](https://github.com/rails/rails) from `9e370f0` to `df02832`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](9e370f0243...df02832784)

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  dependency-type: direct:production
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2024-07-01 11:24:51 -04:00
dependabot[bot]
a8ea207d47
Bump good_job from 3.29.4 to 3.29.5 (#929)
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.29.4 to 3.29.5.
- [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/v3.29.4...v3.29.5)

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2024-07-01 11:21:09 -04:00
dependabot[bot]
c225eb6d03
Bump aws-sdk-s3 from 1.152.3 to 1.155.0 (#928)
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.152.3 to 1.155.0.
- [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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2024-07-01 11:20:33 -04:00
dependabot[bot]
9b148316bc
Bump pagy from 8.4.5 to 8.6.1 (#932)
Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.5 to 8.6.1.
- [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/8.4.5...8.6.1)

---
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  update-type: version-update:semver-minor
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2024-07-01 11:19:49 -04:00
dependabot[bot]
8e7fcfd0b4
Bump sentry-ruby from 5.17.3 to 5.18.0 (#933)
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby) from 5.17.3 to 5.18.0.
- [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/5.17.3...5.18.0)

---
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- dependency-name: sentry-ruby
  dependency-type: direct:production
  update-type: version-update:semver-minor
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2024-07-01 11:19:21 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) (#923)
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
2024-07-01 10:49:43 -04:00
Zach Gollwitzer
320954282a
Bump to v0.1.0-alpha.8
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-28 17:22:26 -04:00
Tony Vincent
9e1d8a753b
Fix #921 (#922)
* Fix #921

* Fix linter errors

* Fix test failure

* Remove unused keys

* Add back html rendering

* Remove .tool-versions from repository

* Fix failing test
2024-06-26 14:56:34 -04:00
evangelos-com
3d4def59d6
improvement/#890/clean_up_toast_notification_styles_and_allow_user_to_close_on-demand (#919)
* initial improvement

* Update app/views/shared/_notification.html.erb

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-06-25 15:03:34 -04:00
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
dependabot[bot]
cb3fd34f90
Bump docker/build-push-action from 5 to 6 (#916)
Bumps [docker/build-push-action](https://github.com/docker/build-push-action) from 5 to 6.
- [Release notes](https://github.com/docker/build-push-action/releases)
- [Commits](https://github.com/docker/build-push-action/compare/v5...v6)

---
updated-dependencies:
- dependency-name: docker/build-push-action
  dependency-type: direct:production
  update-type: version-update:semver-major
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2024-06-24 10:58:38 -04:00
dependabot[bot]
593892bc2b
Bump faraday from 2.9.1 to 2.9.2 (#914)
Bumps [faraday](https://github.com/lostisland/faraday) from 2.9.1 to 2.9.2.
- [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/v2.9.1...v2.9.2)

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- dependency-name: faraday
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2024-06-24 10:56:56 -04:00
Tony Vincent
bbcd3881db
Fix #910 (#917)
* Fix #910

* Unify helper for balance formatting in transactions and accounts views

* Remove obsolete method

* Rename helper method format_amount_by_curreny => totals_by_currency
2024-06-24 10:56:44 -04:00
dependabot[bot]
ee53546c1b
Bump good_job from 3.29.3 to 3.29.4 (#912)
Bumps [good_job](https://github.com/bensheldon/good_job) from 3.29.3 to 3.29.4.
- [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/v3.29.3...v3.29.4)

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- dependency-name: good_job
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2024-06-24 10:32:26 -04:00
dependabot[bot]
66c27b8df4
Bump pagy from 8.4.4 to 8.4.5 (#911)
Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.4 to 8.4.5.
- [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/8.4.4...8.4.5)

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- dependency-name: pagy
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2024-06-24 10:32:16 -04:00
dependabot[bot]
03e027e089
Bump selenium-webdriver from 4.21.1 to 4.22.0 (#915)
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.21.1 to 4.22.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.22.0)

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- dependency-name: selenium-webdriver
  dependency-type: direct:development
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2024-06-24 10:32:05 -04:00
dependabot[bot]
b7799aaa8e
Bump rails from 5d34172 to 9e370f0 (#913)
Bumps [rails](https://github.com/rails/rails) from `5d34172` to `9e370f0`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](5d34172ff4...9e370f0243)

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- dependency-name: rails
  dependency-type: direct:production
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2024-06-24 10:31:43 -04:00
Igor Carvalho
094128fef1
Fix issue #861: Correct header selection logic in get_selected_header_for_field method (#918)
The get_selected_header_for_field method was incorrectly using the entire field object instead of the field key to dig into the column_mappings hash. This caused an error when trying to retrieve the selected header for a field.
2024-06-24 10:31:21 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group (#905) 2024-06-24 06:49:08 -04:00
Zach Gollwitzer
62d5df795b
Bump to v0.1.0-alpha.7
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-21 17:04:59 -04:00
Jakub Kottnauer
3cae528dfd
Allow transfers based on transactions in different currencies (#903)
* Allow transfers between transactions in different currencies

* Review fixes
2024-06-21 17:04:15 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) (#901)
* Move Valuation to Account namespace

* Move account history to controller

* Clean up valuation controller and views

* Translations and cleanup

* Remove unused scopes and methods

* Pass brakeman
2024-06-21 16:23:28 -04:00
Jakub Kottnauer
0bc0d87768
Fix transfer note overflow style (#902) 2024-06-21 15:57:55 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements (#873)
* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* 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

* Bump to 0.1.0-alpha.6

Signed-off-by: Zach Gollwitzer <zach@maybe.co>

* 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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* 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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* 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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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* 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)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

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>

* Update issue templates

* Add merchant select when editing transaction (#885)

* 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

* Ensure correct form's hidden input for selectedIds (#891)

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* 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

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* revert unnecessary changes

* revert unnecessary changes

* code review changes

* code review changes

* code review changes

* remove unused imports

* fix: unit tests

* remove border

* fix: transaction padding

* fix: transaction container height

---------

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Tony Vincent
1e0635b31a
Closes maybe-finance/maybe#843 (#900)
Co-authored-by: Tony Yesudas <tony3vincent@icloud.com>
2024-06-21 10:51:36 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) (#896)
* Move Transfer to Account namespace

* Fix partial resolution due to namespacing plurality

* Make category and tag controllers consistent with namespacing convention

* Update stale partial reference
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace (#895) 2024-06-20 08:38:59 -04:00