Josh Pigford
ed55ef624b
Update billing settings view and locales
2025-03-11 13:00:34 -05:00
Zach Gollwitzer
f363fd4a4e
Fix incorrect totals calculation when family has loan payments ( #1984 )
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* Fix income totals calculation error when loan payments exist
* Include transaction totals in totals query
2025-03-11 12:37:57 -04:00
Zach Gollwitzer
b8a3ca7732
Fetch exchange rates for accounts that require conversion for net worth rollups ( #1983 )
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* Sync required exchange rates for accounts
* Refactor into concern
2025-03-11 10:10:28 -04:00
Zach Gollwitzer
7b751ac7ca
Do not prompt upgrades until user is logged in
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Fixes #1982
2025-03-11 09:11:40 -04:00
Josh Pigford
15d59959cf
Fix issue of syncing notice covering up user menu
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2025-03-10 11:20:58 -05:00
dependabot[bot]
c66401dc0f
Bump stripe from 13.4.1 to 13.5.0 ( #1970 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.4.1 to 13.5.0.
- [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/v13.4.1...v13.5.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-minor
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-03-10 09:34:15 -04:00
dependabot[bot]
9dcb9e8ed2
Bump webmock from 3.25.0 to 3.25.1 ( #1968 )
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Bumps [webmock](https://github.com/bblimke/webmock ) from 3.25.0 to 3.25.1.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md )
- [Commits](https://github.com/bblimke/webmock/compare/v3.25.0...v3.25.1 )
---
updated-dependencies:
- dependency-name: webmock
dependency-type: direct:development
update-type: version-update:semver-patch
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-03-10 09:16:01 -04:00
dependabot[bot]
045fa1931c
Bump good_job from 4.9.0 to 4.9.3 ( #1969 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.9.0 to 4.9.3.
- [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/v4.9.0...v4.9.3 )
---
updated-dependencies:
- dependency-name: good_job
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>
2025-03-10 09:15:51 -04:00
dependabot[bot]
3f8351abfe
Bump rubocop-rails-omakase from 1.0.0 to 1.1.0 ( #1971 )
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Bumps [rubocop-rails-omakase](https://github.com/rails/rubocop-rails-omakase ) from 1.0.0 to 1.1.0.
- [Release notes](https://github.com/rails/rubocop-rails-omakase/releases )
- [Commits](https://github.com/rails/rubocop-rails-omakase/compare/v1.0.0...v1.1.0 )
---
updated-dependencies:
- dependency-name: rubocop-rails-omakase
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>
2025-03-10 09:13:38 -04:00
dependabot[bot]
dc44da6c00
Bump redcarpet from 3.6.0 to 3.6.1 ( #1972 )
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Bumps [redcarpet](https://github.com/vmg/redcarpet ) from 3.6.0 to 3.6.1.
- [Release notes](https://github.com/vmg/redcarpet/releases )
- [Changelog](https://github.com/vmg/redcarpet/blob/master/CHANGELOG.md )
- [Commits](https://github.com/vmg/redcarpet/compare/v3.6.0...v3.6.1 )
---
updated-dependencies:
- dependency-name: redcarpet
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>
2025-03-10 09:13:25 -04:00
dependabot[bot]
2e4180fbf0
Bump turbo-rails from 2.0.11 to 2.0.13 ( #1973 )
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Bumps [turbo-rails](https://github.com/hotwired/turbo-rails ) from 2.0.11 to 2.0.13.
- [Release notes](https://github.com/hotwired/turbo-rails/releases )
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.11...v2.0.13 )
---
updated-dependencies:
- dependency-name: turbo-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>
2025-03-10 09:13:15 -04:00
dependabot[bot]
4b19ca50eb
Bump i18n-tasks from 1.0.14 to 1.0.15 ( #1974 )
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Bumps [i18n-tasks](https://github.com/glebm/i18n-tasks ) from 1.0.14 to 1.0.15.
- [Release notes](https://github.com/glebm/i18n-tasks/releases )
- [Changelog](https://github.com/glebm/i18n-tasks/blob/main/CHANGES.md )
- [Commits](https://github.com/glebm/i18n-tasks/compare/v1.0.14...v1.0.15 )
---
updated-dependencies:
- dependency-name: i18n-tasks
dependency-type: direct:development
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>
2025-03-10 09:13:05 -04:00
Zach Gollwitzer
a3cd5f4f1d
Format money for trade history in holdings drawer ( #1961 )
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* Format money for trade history in holdings drawer
* Fix broken tests
* Lint fix
2025-03-07 19:09:54 -05:00
Zach Gollwitzer
86bf47a32e
Ensure holdings are normalized to account currency
2025-03-07 18:02:08 -05:00
Zach Gollwitzer
5f8a3c9f50
Search securities with correct exchange mic
2025-03-07 17:48:26 -05:00
Zach Gollwitzer
eac5d5e663
Populate holdings for "offline" securities properly ( #1958 )
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* Placeholder logic for missing prices
* Generate holdings properly for "offline" securities
* Separate forward and reverse calculators for holdings and balances
* Remove unnecessary currency conversion during sync
* Clearer sync process
* Move price caching logic to dedicated model
* Base holding calculator
* Base calculator for balances
* Finish balance calculators
* Better naming
* Logs cleanup
* Remove stale data type
* Remove stale test
* Fix price lookup logic for holdings sync
* Fix Plaid item sync regression
* Remove temp logging
* Calculate cash and holdings series
* Add holdings, cash, and balance series dropdown for investments
2025-03-07 17:35:55 -05:00
Nikhil Badyal
26762477a3
Preference to set default_period ( #1941 )
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2025-03-07 10:05:54 -05:00
Zach Gollwitzer
372b64ffea
Fix Plaid sync error when current balance is null
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2025-03-05 16:02:07 -05:00
Zach Gollwitzer
9627a6bf6f
Add tagged logging to sync process ( #1956 )
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* Add tagged logging to sync process
* Reduce logging in syncer
* Typo
2025-03-05 15:38:31 -05:00
Josh Pigford
cffafd23f0
Logger cleanup
2025-03-05 13:44:56 -06:00
Josh Pigford
f7fa8fa085
Disable turbo on login forms
2025-03-05 13:32:53 -06:00
Josh Pigford
28bfcda50a
Temporary additional logging to continue debugging MFA issues
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2025-03-05 13:20:36 -06:00
Josh Pigford
e49bda4a2e
Another attempt at fixing MFA issues
2025-03-05 13:10:53 -06:00
Josh Pigford
071ad52c7f
Potential fix for MFA login issues
2025-03-05 13:04:45 -06:00
Zach Gollwitzer
381e39bea8
Fix: Purge stale holdings from accounts during sync ( #1954 )
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* Fix: Purge stale holdings from accounts during sync
* Fix typo
* Prevent Plaid holding deletions
2025-03-05 12:21:17 -05:00
Zach Gollwitzer
eaa1b6abe0
Update issue templates
2025-03-05 11:01:07 -05:00
Zach Gollwitzer
e384369cfb
Adjust graph intervals to show more data
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Fixes #1948
2025-03-05 10:20:02 -05:00
Zach Gollwitzer
8d0509fda0
Conditionally show commit sha
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Fixes #1951
2025-03-05 10:15:12 -05:00
Zach Gollwitzer
d66c37939a
Update bug_report.md
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-03-05 10:07:29 -05:00
Zach Gollwitzer
cf59fe45e7
Fix ticker filling when Synth is connected ( #1950 )
2025-03-05 09:30:47 -05:00
Zach Gollwitzer
0544089710
Account-level import configuration templates ( #1946 )
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* Account-level import configuration templates
* Default import to family's preferred date format
2025-03-04 13:10:01 -05:00
Zach Gollwitzer
5b2fa3d707
Fix commit resolution for Docker builds
2025-03-04 07:50:21 -05:00
Bryan McKnight
cf0e573533
Fix modal closing on color picker drag #1869 ( #1931 )
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* Replaced data-action click event with data-action mousedown to prevent the modal from hiding on mouse up whenever mouse down starts within the modal
* Changed click events to mousedown within dialog elements to trigger the closing of the element
2025-03-03 16:37:12 -05:00
Zach Gollwitzer
4e96ca8376
Add manual Docker publishing trigger in GH action workflow
2025-03-03 14:34:56 -05:00
Zach Gollwitzer
c5da8ea550
Allow CSV imports to be configured with single or multi-account mode ( #1943 )
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* Allow CSV imports to be configured to a single account or multiple accounts
* Initialize import directly from accounts page
* Fix brakeman warnings
* Fix schema
* Fix Synth check
2025-03-03 12:47:30 -05:00
Zach Gollwitzer
e907b073ed
Fix time period key conflicts ( #1944 )
2025-03-03 12:47:20 -05:00
Tony Vincent
4c4a4026c4
fix: Bug - Transcation Matching Dialog isn't Opening ( #1942 )
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2025-03-03 11:34:03 -05:00
Zach Gollwitzer
c95bb082a9
Bump to v0.4.3
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-28 15:11:41 -05:00
Zach Gollwitzer
4d0df9b950
Escape quotations in CSV imports properly ( #1929 )
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* Parse quotes in imports
* Update invalid CSV for test
2025-02-28 12:21:07 -05:00
Zach Gollwitzer
7c66f16750
Invert liability graphs to have correct signage ( #1928 )
2025-02-28 12:17:25 -05:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet ( #1926 )
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* Simplify provider concerns
* Update tests
* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
Tony Vincent
624faa10d0
fix: Don't show Billings on settings navbar when self-hosted ( #1912 )
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* Do not show billing settings navbar item when self hosted
* Do not show billing settings navbar item when self hosted
* Add condition to settings helper
* Let Stripe::AuthenticationError bubble up
2025-02-28 09:35:00 -05:00
Zach Gollwitzer
9138bd2b76
Allow offline trade tickers ( #1925 )
2025-02-28 09:34:14 -05:00
Zach Gollwitzer
882857fcf0
Add transitions to buttons and other common design system elements ( #1924 )
2025-02-28 09:29:07 -05:00
Zach Gollwitzer
d6793dec05
Fix import configuration form so number format is applied ( #1923 )
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* Fix number format form error when loading import
* Add test to verify import configuration was properly applied
2025-02-28 08:36:57 -05:00
Zach Gollwitzer
e771c8c1df
Fix value wrapping on account balance in sidebar ( #1922 )
2025-02-28 08:35:14 -05:00
Zach Gollwitzer
58cc09f5ae
Fix bad link in bug template
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-28 08:25:20 -05:00
Zach Gollwitzer
98c842d3b8
Add note about self hosted versions prior to opening bugs
2025-02-28 08:23:46 -05:00
Tony Vincent
fae781e1be
Make tags scrollable again ( #1921 )
2025-02-28 07:53:05 -05:00
Tony Vincent
8208722247
Feat: Data "reset" button ( #1913 )
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* feat: Allow admins to delete family data
* feat: Allow self-hosting users to delete cached data
* Remove system tests
2025-02-28 07:49:12 -05:00
