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
Zach Gollwitzer
da18c3d850
Account namespace updates: part 6 (transactions) ( #904 )
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* 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
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) ( #901 )
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* 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
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
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* 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 )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
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>
* 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 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
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>
* 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 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
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#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
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) ( #896 )
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* 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
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 )
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* Rename accountable types
* Merge conflicts
* Fix broken tests
* Add back sidebar changes
2024-06-20 07:26:25 -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
Zach Gollwitzer
957584b69c
Clean up sync logic ( #871 )
2024-06-13 17:03:38 -04:00
Zach Gollwitzer
9956a9540e
Add institution management and account editing controls ( #868 )
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* 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 )
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* 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
a681e73fea
Enable bulk editing of transactions ( #846 )
2024-06-07 18:59:46 -04:00
Zach Gollwitzer
d3f9be15f1
Bulk transaction deletion ( #845 )
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* 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
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
457247da8e
Create tagging system ( #792 )
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* 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
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports ( #708 )
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Introduces a basic CSV import module for bulk-importing account transactions.
Changes include:
- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Jakub Kottnauer
3d9ff3ad2a
Add start balance to manual accounts ( #735 )
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* Add start_balance to accounts
* Add tests
* Cleanup
* Refactor code and add tests
* Update physical cash demo account to be manual
* Do not populate start_balance in migration
* Cleanup
* Review fixes
* Revert calc change
* Update app/models/exchange_rate.rb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
* Add test
* Fix syncable bug and update csv tests
---------
Signed-off-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-16 15:57:21 -04:00
Jakub Kottnauer
1108e45596
Change default valuation currency to that of the related account, not family ( #728 )
2024-05-08 15:29:56 -04:00
Zach Gollwitzer
5dfbba403a
Test environment stability improvements ( #703 )
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* Add climate_control gem and test helper
* Replace ENV mods in upgrades test
* Replace ENV mods in registrations test
* Remove ENV references in hostings controller
* Update ENV refs in mailer test
* ActiveStorage cleanup
* Consolidate queue config so appropriate adapter runs in test environment
* Make test environment more explicit
* Centralize self hosting config
* Remove flaky system test
2024-05-02 13:18:18 -04:00
Jose Farias
4c5f8263bc
Implement transaction category management ( #688 )
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* Singularize "transaction" in transaction-nested paths
* Refactor category badge partial
* Let modal content define its width
* Add contectual menu to transactions index
* Add null_category helper
* Implement category edits
* Fix inline transaction category badges
* Fix typos in system test paths
* Add missing translations
* Add decoration to color select controller
* Wire up transaction category creation
* Fix indent in color-select-controller
* Add button for clearing category from transaction
* Implement category deletions
* Fix existing modal sizes
* Use null_category in a single place
* Remove anemic method in category deletion controller
* reassign_and_destroy -> reassign_transactions_then_destroy
* Fix i18n
* Remove destroy action from CategoriesController callbacks
* transactions_merchant -> transaction_merchant
* reassign_transactions_then_destroy -> replace_and_destroy
* Add transaction category CRUD tests
* Add presence check for transaction_id
* Check replacement_category_id presence
* Test Transaction::Category#replace_and_destroy!
2024-05-02 09:24:31 -04:00
Josh Brown
19ee773d9b
Add ability to delete Maybe account ( #698 )
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* Build out user deactivation and purging workflows
* Add i18n translations for user deletion
* Add tests for user deletion
* Fix lint issue
2024-04-30 11:40:31 -04:00
Thibaut Gorioux
6fdb8e8d69
Allow a self-hosted user to configure their SMTP settings directly from within the UI ( #682 )
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* Add setting fields to model
* Allow to configure SMTP settings
* Normalize locales
* Cleanup locales
* Remove 'coming soon'
* fix test
* Reset credentials
* Reset development config
* Check smtp spelling
* Use post instead of get method
* TLS ENV variable is more descriptive
* Rework application mailer
* Follow rails convention for mailer action params
* Reset schema.rb to main
* Test WIP
* Add test for controller and mailer
* Move tests from controller to model
* Custom error message if settings are not all present
* Comment smtp config in development env
* Add default tls enabled value
* Rubocop
* Fix controller test
* Reset credentials
* Normalize locales
* Test
* fix test
* Fix application mailer test that fails randomly
* Error flash message instead of notice
* Rework application mailer tests
2024-04-29 16:44:24 -04:00
Jakub Kottnauer
9549182462
Add Transaction Merchant management ( #686 )
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* Add basid crud for merchant management
* Tweak UI and add localization
* Fix lint
* Add filtering by merchant
* Add tests
* Add stimulus controller to update avatar in merchant form
* Add line between merchant rows
* Change default merchant color
* Cleanup
2024-04-29 15:17:28 -04:00
Zach Gollwitzer
8ea7b54fe8
Update self host settings page styles ( #677 )
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* Update page styles
* Add new styles to self host settings page
* Update self hosting page title
2024-04-25 14:55:39 -04:00
Jakub Kottnauer
ad4de99f1a
Add partial account sync support ( #653 )
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* Add partial account sync support
* Fix indentation
* Use historical balance as base when doing partial sync
* Simplify controller crud tests
* Fix linter errors
2024-04-24 15:55:52 -04:00
Thibaut Gorioux
5be1ced19e
Shared money input should respond to change in currency ( #654 )
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* Add step method to currency
* Change amount placeholder and step, when currency select change
* Lint
* Add test with auth
* Extract request to specific service
2024-04-20 08:07:06 -04:00
Zach Gollwitzer
9bda7efc3f
New Settings Menu, Routes and Controllers Organization ( #641 )
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* Add new settings routes and controllers
* Add new settings view, restructure controllers and routes
* Fix lint errors
2024-04-18 07:56:51 -04:00
Jose Farias
cd8d741fe1
Add transaction modal flow ( #633 )
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* Add transaction modal flow
* Preserve decimals when creating transactions
2024-04-16 14:44:31 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render ( #612 )
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* v1 of backend implementation for self hosting
* Add docs
* Add upgrades controller
* Add global helpers for self hosting mode
* Add self host settings controller
* Conditionally show self hosting settings
* Environment and config updates
* Complete upgrade prompting flow
* Update config for forked repo
* Move configuration of github provider within class
* Add upgrades cron
* Update deploy button
* Update guides
* Fix render deployer
* Typo
* Enable auto upgrades
* Fix cron
* Make upgrade modes more clear and consistent
* Trigger new available version
* Fix logic for displaying upgrade prompts
* Finish implementation
* Fix regression
* Trigger new version
* Add i18n translations
* trigger new version
* reduce caching time for testing
* Decrease cache for testing
* trigger upgrade
* trigger upgrade
* Only trigger deploy once
* trigger upgrade
* If target is commit, always upgrade if any upgrade is available
* trigger upgrade
* trigger upgrade
* Test release
* Change back to maybe repo for defaults
* Fix lint errors
* Clearer naming
* Fix relative link
* Add abs path
* Relative link
* Update docs
2024-04-13 09:28:45 -04:00
Zach Gollwitzer
d29d465a3c
Basic transaction categories CRUD actions (inline) ( #601 )
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* Fix dropdown issues and add dummy transaction category modal
* Minor namings tweaks
* Add search type
* Use new menu controller
* Complete basic transaction category inline CRUD actions
* Fix lint error
---------
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
2024-04-04 17:29:50 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 ( #543 )
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* Support all currencies, handle outside DB
* Remove currencies from seed
* Fix account balance namespace
* Set default currency on authentication
* Cache currency instances
* Implement multi-currency syncs with tests
* Series fallback, passing tests
* Fix conflicts
* Make value group concrete class that works with currency values
* Fix migration conflict
* Update tests to expect multi-currency results
* Update account list to use group method
* Namespace updates
* Fetch unknown exchange rates from API
* Fix date range bug
* Ensure demo data works without external API
* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements ( #553 )
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* Money improvements
* Replace all old money usage
2024-03-18 11:21:00 -04:00
Jakub Kottnauer
90d0cc0c39
Add backend support for transaction categories ( #524 )
...
* Add backend support for transaction categories
* Fix tests
* Localize default category names
* Add tests
* Remove category icon and set default color
2024-03-07 13:15:50 -05:00
Zach Gollwitzer
facd74f733
Net worth calculation ( #508 )
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* Add classification generated column to account
* Add basic net worth calculation
* Add net worth tests
* Fix lint errors
2024-03-04 08:31:22 -05:00
Zach Gollwitzer
7d48c01833
Prepare fixture data for account sync tests ( #493 )
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* Rename account balance field for clarity
`original_balance` and `original_currency` may infer that these values are "original" to the account. In reality, they represent the "current" balance and currency on the account.
* Prepare fixture data for account sync testing
* Update to new field
* Fix conflicts
* Remove local schema change
2024-02-27 12:43:49 -05:00
Dwight Watson
971347c761
Find account first and build transaction through association ( #487 )
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* Find account first and build transaction through association
* Fix flaky test
2024-02-26 06:29:28 -05:00
Zach Gollwitzer
87b97b3c41
Scaffold out basic transactions model and UI ( #478 )
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* Transaction scaffold
* Rough in transaction views
* Fix sort order
* Fix mass assignment issue
* Fix test
* Simplify CI workflow
* Don't seed db before test
2024-02-23 21:34:33 -05:00
Zach Gollwitzer
b5b2d335fd
Add Live Data to Account Page ( #464 )
...
* Add trends, time series, seed data
* Remove test data
* Replace old view values with helpers
* Fix tooltip bugs in D3 chart
* Fix tests
* Fix smoke test
* Add CRUD actions for valuations
* Scaffold out inline editing with Turbo
2024-02-20 09:07:55 -05:00
Dwight Watson
97789bc538
Fix arguments to find_by_token_for ( #299 )
2024-02-04 19:10:48 -06:00
Dwight Watson
1cded2af90
Use Current association in AccountsController and add tests ( #298 )
...
* Add PagesControllerTest with authentication
* Rubocop fixes
* Move sign_in to setup block
* Remove instance variable
* Add tests for AccountsController
* Use specific account
2024-02-04 18:00:40 -06:00
Dwight Watson
fb7411e163
Add PagesControllerTest with authentication ( #288 )
...
* Add PagesControllerTest with authentication
* Rubocop fixes
* Move sign_in to setup block
* Remove instance variable
2024-02-04 17:39:38 -06:00
Jose Farias
78c84c5028
Pull out in_hosted_app helper
2024-02-02 19:48:45 -06:00
Jose Farias
3852b79121
Use consistent language for invite codes
2024-02-02 19:37:10 -06:00
Jose Farias
5eb6418f01
Assert redirection in registration test
2024-02-02 18:24:22 -06:00
Jose Farias
b3a792c47d
Implement invitation codes
2024-02-02 17:55:27 -06:00
Avi Flombaum
efc882deb3
Clear out broken tests
2024-02-02 12:36:54 -05:00
Rob Zolkos
d6291b6cbe
Mark tests pending
...
These are scaffolded placeholder tests anyway. Once reale features are
added the skips will be removed.
2024-02-02 16:33:08 +00:00
Josh Pigford
99de24ac70
Initial commit
2024-02-02 09:05:04 -06:00
