Zach Gollwitzer
c744237b55
Allow cents in start balance for accounts
2024-10-11 12:43:50 -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
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view ( #1271 )
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* Add trade view
* Lint fix
* Fix stale placeholder variable
* Add holding view
2024-10-09 14:59:18 -04:00
Zach Gollwitzer
fd941d714d
Add loan and credit card views ( #1268 )
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* Add loan and credit card views
* Lint fix
* Clean up overview card markup
* Lint fix
* Test fix
2024-10-08 17:16:37 -04:00
Josh Pigford
31f3ff6a16
Billing ( #1269 )
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* Change env SELF_HOSTING_ENABLED to SELF_HOSTED
* Initial Stripe implementation
* Fix portal link
* Use webhook signatures
* Migrated to new Stripe gem conventions
Also updated resource routing
* Added faraday-multipart gem to resolve middleware notice
* Merge fix
* Merge fix
* Temporary upgrade prompt for early access
* Lint fix
* i18n fixes
* Remove catch-all rescue
* Update .env.example
2024-10-08 14:37:47 -05:00
Zach Gollwitzer
2f6479f058
Add empty states to account summary page ( #1265 )
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* Add empty states to account summary page
* Liability icon fix
* Normalize translations
* Clean up modal styles
* Account color updates
* Lint fixes
* Test fix
2024-10-08 13:00:35 -04:00
Zach Gollwitzer
24d3c0243f
Handle missing weekend stock prices in sync process ( #1242 )
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* Don't append missing prices if already known
* Add failing test
* Handle weekend stock prices
* Fix tests and gapfill logic
2024-10-04 14:19:45 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions ( #1233 )
...
* DB sessions
* Validations for profile image
2024-10-03 14:42:22 -04:00
Zach Gollwitzer
82c298307d
Add formatting for EUR locales ( #1231 )
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* Add formatting for EUR locales
* Fix formatting assertion for EUR in english locales
2024-10-03 10:25:38 -04:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support ( #1226 )
...
* Add basic date and time localization
* Normalize translations
* Localize transaction dates
* Removed unsupported Rails locales
2024-10-02 14:02:17 -04:00
Zach Gollwitzer
7fabca4679
Simplify self host settings controller ( #1230 )
2024-10-02 12:07:56 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) ( #1209 )
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* Remove stale 1.0 import logic and model
* Fresh start
* Checkpoint before removing nav
* First working prototype
* Add trade, account, and mint import flows
* Basic working version with tests
* System tests for each import type
* Clean up mappings flow
* Clean up PR, refactor stale code, tests
* Add back row validations
* Row validations
* Fix import job test
* Fix import navigation
* Fix mint import configuration form
* Currency preset for new accounts
2024-10-01 10:47:59 -04:00
Jestin Palamuttam
23786b444a
Fix: Escape button not being handled on settings pages ( #1210 )
...
* fix: escape button handler
* feat: location logic for settings page
* fix: linting errors
* fix: linting error
* refactor: settings test
2024-09-30 17:28:15 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters ( #1189 )
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* Add type filters to transaction search
* Add amount filter
2024-09-17 10:38:02 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -04:00
Tony Vincent
277e4476d9
Fix missing sync_all_button partial ( #1172 )
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* Fix missing sync_all_button partial
* Add missing translation
* Bring back partial
* Unify button text translation
* Add test
2024-09-13 11:19:20 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page ( #1169 )
2024-09-11 17:24:01 -04:00
Tony Vincent
edf44bec03
Add setting to disable new user registration on self-hosted instances ( #1163 )
...
* Add clipboard stimulus controller
* Add invite codes controller
* Setting to force invite code for new signups
* Fix erb linter
* Normalize keys
* Add POST /invite_codes
* Cleanup clipboard_controller.js
* Create invite codes on-demand
* Design changes
* Style alignment
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Update app/views/invite_codes/_invite_code.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Split into individual forms
* Fix missing styles
* Update app/javascript/controllers/clipboard_controller.js
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
* Fix test
---------
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Zach Gollwitzer
eebc07d75e
Feedback page ( #1160 )
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* Add feedback page
* Only show latest release on changelog
* Constrain changelog height
* Ignore sanitization warning for Github content
* Add cassette for Github release notes
* Lint fix
2024-09-09 16:54:56 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily ( #1136 )
2024-08-27 17:10:31 -04:00
Tony Vincent
cf861ccff9
Fix account sync when prices missing ( #1127 )
2024-08-26 09:36:27 -04:00
Tony Vincent
e1efe97e6f
Fix unable to create Deposit entries in investment portfolio ( #1125 )
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* 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
eef4c2643b
Rubocop updates ( #1118 )
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* 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 )
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* Add backend for property account details
* Rubocop updates
* Add property form with details
* Revert "Rubocop updates"
This reverts commit 05b0b8f3a4
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
37ae51f68a
Fix query when account has zero income and expense ( #1112 )
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* Reproduce error
* Apply fix
* Remove uneeded helper
2024-08-20 15:44:32 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files ( #1099 )
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* Rename stimulus controller
* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data ( #1098 )
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* 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 )
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* 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 )
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* 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
Pedro Carmona
3c64f3ff3b
Fix: i18n symbol typo ( #1085 )
2024-08-13 12:31:51 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup ( #1076 )
2024-08-12 20:38:58 -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
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts ( #1066 )
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* 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 )
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* 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 )
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* 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 )
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* 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
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) ( #1039 )
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* User tickers as primary lookup symbol instead of isin
* Add security price provider
* Fetch security prices in bulk to improve sync performance
* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -04:00
Zach Gollwitzer
76dd5e57fb
Set minimum supported date for account entries ( #1023 )
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* Set minimum supported date for account entries
* Fix validation proc
* Fix date input in system tests
2024-07-26 10:47:27 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views ( #1000 )
...
* Add holdings tab to account view
* Basic portfolio UI
* Cleanup
* Handle missing holding data
* Remove synced at (implemented in separate pr)
* translations
* Tweak post sync streams
* Remove stale methods from merge conflict
2024-07-25 16:46:04 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login ( #1021 )
2024-07-25 12:51:50 -04:00
Tony Vincent
75ded1c18f
Set last_login_at only at login instead of every single action ( #1017 )
2024-07-22 09:37:03 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides ( #998 )
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* Add help articles
* Broadcast sync messages as notifications
* Lint fixes
* more lint fixes
* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
b200b71284
Add currency validation to account, update demo data generator ( #996 )
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* Add currency validation to account, update demo data generator
* Fix tests
2024-07-17 14:18:12 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference ( #994 )
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* Add default currencies to forms based on preference
* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
47523f64c2
Investment Portfolio Sync ( #974 )
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* Add investment portfolio models
* Add portfolio to demo data
* Setup initial tests
* Rough sketch of sync logic
* Clean up trade sync logic
* Add trade validation
* Integrate trades into sync process
2024-07-16 09:26:49 -04:00
Tony Vincent
d0bc959bee
Sanitize input for ilike in Account::Entry.search ( #988 )
2024-07-16 09:26:14 -04:00
Tony Vincent
cdbca5aff3
Allow CSV file upload in import flow ( #986 )
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* Add .tool-versions to gitignore
* Add dropzone js for drag and drop file uploads
* UI for csv file uploads for import
* dropzone controller and use lucide_icon instead of svg
* Preview for file chosen
* File upload
* Remove dropzone
* Normalize I18n keys and fix lint issues
* Add system tests
* Cleanup
* Remove unwanted
2024-07-16 09:23:45 -04:00
Zach Gollwitzer
34e03c2d6a
Make balance editing easier ( #976 )
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* 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
