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Author SHA1 Message Date
Radu C. Martin
930dc26828
Self Hosting: Docker Compose setup and flow (#640)
* feat(self-hosting): add docker-compose and ghcr release workflow

* WIP: address review comments

* WIP: fix linting
2024-05-06 18:52:14 -04:00
Claude Ayitey
9563ac6334
Dashboard empty view (#707)
* Added i18n for the Dashboard page.

* Add a check for blank. Empty returned an error since @accounts was nil.

* Remove subtitle when accounts are empty..

* Increased the padding-right value for the buttons. The sapce occupied by the icon made the button elements unbalanced.

* Add refactor as suggested by Zach (https://github.com/maybe-finance/maybe/pull/707#discussion_r1588506443)

* Extract empty state into a partial.

* Render new partial if no accounts exist.

* Moved translation text to shared directory.

* Fix padding-right on New account button.

* Lint fix

* i18n tasks

* Get tests passing with :test queue adapter

---------

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-05-03 08:11:31 -04:00
Zach Gollwitzer
75cdddc6ca
Fix Merchants controller (#704)
* 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

* Fix merchants controller actions
2024-05-02 13:24:23 -04:00
Zach Gollwitzer
5dfbba403a
Test environment stability improvements (#703)
* 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)
* 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
Christian
dc024d63b0
Feature/profile image uploads (#687)
* Introduce ActiveStorage

* Add active storage related service gems

* Update storage.yml

* Install image processing gem
- sudo apt-get install libvips (required dependency)

* Set default active storage service

* Add profile image to user model

* Amend form to allow profile images to be saved, introduce stimulus controller.

* Purge image when form is blank

* Update markup/stimulus controller

* Add test for profile image uplaods

* Add profile image validation

* Use rails guide gem versions

* Use correct ERB syntax and make all storage options configurable

* Ensure form submits when user clears profile image

* Add profile image thumbnail method

* Extract profile image to a partial

* Updates env.example and storage.yml

* Fix bug with double form save

* Add profile image to the sidenav

* Update production config

* Fix ERB formatting

* normalize en.yml

* Handle non-square images

* Use pre-processing on thumbnail variant

* Resovle gemfile.lock issues

* Rubocop style changes

---------

Signed-off-by: Christian <47796704+crobbo@users.noreply.github.com>
Co-authored-by: Christian Robinson <christian@robbo.dev>
2024-04-30 13:38:33 -04:00
Josh Brown
19ee773d9b
Add ability to delete Maybe account (#698)
* 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)
* 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)
* 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
Josh Brown
7f491f5064
Add trends to sidebar account list (#697) 2024-04-29 09:56:38 -04:00
Zach Gollwitzer
e7fe1b5a4b
Reorder settings nav and add translations (#680)
* Reorder settings nav and add translations

* Attempt to fix flaky system test
2024-04-25 16:31:12 -04:00
Zach Gollwitzer
8ea7b54fe8
Update self host settings page styles (#677)
* Update page styles

* Add new styles to self host settings page

* Update self hosting page title
2024-04-25 14:55:39 -04:00
Zach Gollwitzer
da5021b6b0
Clean up i18n translations (#676)
* Clean up i18n translations

* Normalize translations
2024-04-25 14:41:12 -04:00
Josh Brown
be21d2b4fd
Refactor placeholder logo into common controller (#673)
This can be updated to redirect/pull from third party sources in future,
with the option of always falling back to the placeholder if there are
any failures.
2024-04-25 10:32:45 -04:00
Zach Gollwitzer
5a5f13b46b
Add new settings profile and preferences pages (#672)
* Add new settings profile and preferences pages

* Fix lint errors
2024-04-25 07:54:56 -04:00
Josh Brown
b3f8ab78d9
Implement savings rate insight card (#670) 2024-04-24 10:02:22 -04:00
Josh Brown
461fa672ff
Add income and spending insight cards to dashboard (#668)
* Generate time series for rolling 30 day sum of income and spending

* Highlight accounts with most income and spending in the last 30 days

* Aggregate chips after 3 top accounts in insight card

* Refactor aggregation filter

I think this is easier to read and understand whats happening at a
glance

* Refactor and tidy

* Use family currency for insight cards

* Further reduce risk of sql injection

* Fix lint

* Refactor rolling total queries

* Add test for transaction snapshot
2024-04-24 08:34:50 -04:00
Mattia
8a29725562
Add transactions widget to dashboard page (#656) 2024-04-22 16:51:06 -04:00
Thibaut Gorioux
5be1ced19e
Shared money input should respond to change in currency (#654)
* 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
f5f624881f
Add placeholders for dashboard features (#642)
* Add placeholders for new dashboard

* Fix tests and lint errors
2024-04-18 10:32:36 -04:00
Zach Gollwitzer
9bda7efc3f
New Settings Menu, Routes and Controllers Organization (#641)
* 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)
* Add transaction modal flow

* Preserve decimals when creating transactions
2024-04-16 14:44:31 -04:00
Thibaut Gorioux
a22c7a0e9c
Add persistent notification with dismiss and action button (#611)
* Update notification partial

* Update locals args

* Lint

* Move content to body in notification helper

* Avoid dynamic Tailwind class

* Styling

* Add notification to localization file

* Lint

* Normalize locales

* Auto dismiss by default
2024-04-16 13:33:51 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* 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
Mike
b812b6d8c9
Enhance currency selector to list 'All Others' after 'Popular' (#610) 2024-04-10 10:47:58 -04:00
Josh Pigford
21e2d05d0c Sentry 2024-04-08 11:29:11 -05:00
Zach Gollwitzer
d29d465a3c
Basic transaction categories CRUD actions (inline) (#601)
* 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
Mattia
f6540c03ef
Add ability to delete Account (#582)
* Add ability to delete Account

Issue #571

* Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists

* Use custom confirm modal for account deletion

* Revert "Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists"

This reverts commit 8dbf634819.
2024-03-31 17:36:54 -04:00
Cristiano Crolla
7fa77b4fd7
Add Custom Turbo Confirm Modal (#580)
* Add turbo confirm dialog

* Add default fallback check

* Fix locale typo and swap element type

* Replaced locale folder and removed static strings from Turbo.setConfirmMethod

* Normalize shared/en.yml
2024-03-29 13:33:49 -04:00
Zach Gollwitzer
f0c2d4ead0
Implement transaction filtering UI (#578)
* Rough sketch of implementation

* Consolidate auto submit controller

* Store ransack params in session

* Improve how summary is calculated for txns

* Implement filters UI
2024-03-28 13:23:54 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* 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
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
2024-03-19 09:10:40 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -04:00
Ryan Taber
a4c97a9d52
Removes unused model and routes (#546) 2024-03-15 12:20:54 -04:00
Jakub Kottnauer
2c257a2a4b
Add inline category selection (#541)
* Implement inline category selection

* Add turbo frame to refresh updated transaction

* Improve styles

* Fix category assignment

* Reorganize code

* Revert event propagation

* Remove unused frames

* Make only the transaction name clickable

* Add custom scrollbar class
2024-03-14 10:30:36 -04:00
Ciocanel Razvan
cca779d3c4
Feat transactions search (#532)
* gem: Add ransack gem

* feat: Implement transactions search
2024-03-11 08:51:16 -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
ad7136cb63
Add accounts management list (#522)
* Add accounts management

* Normalize i18n file

* Get turbo streams working

* Ignore disabled accounts in calculations

* Add empty state
2024-03-07 10:55:51 -05:00
Zach Gollwitzer
6f0e410684
Dashboard View and Calculations (#521)
* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
2024-03-06 09:56:59 -05:00
Zach Gollwitzer
0fe9b6d34a
Add Money and Money Series (#505)
* Add Money class

* Standardize creation of money series

* Formatting

* Fix test
2024-03-01 17:17:34 -05:00
Zach Gollwitzer
7d48c01833
Prepare fixture data for account sync tests (#493)
* 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
Sriram
7e883c4439
Update hard-coded currency UI with currency specific params (#488)
* Update hard-coded currency UI with currency specific params

* Rename extension methods to match currency option names; Move cents extension to numeric class extension

* Use currency's precision to show the cents part in accounts show page

---------

Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
2024-02-27 09:40:48 -05:00
Sriram
1968fb0145
Add currency to account form to support multiple currencies (#481)
Co-authored-by: Sriram Krishnan <sriram@seafoodsouq.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-02-26 09:50:38 -05:00
Mohamed Halat
fd8ce1b32a
chore: add ability to change DB_PORT from standard 5432 (#480) 2024-02-26 06:44:07 -05:00
Zach Gollwitzer
87b97b3c41
Scaffold out basic transactions model and UI (#478)
* 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
Josh Brown
e767aca37f
Refresh account on update (#476)
* Refresh account on update

* 🐛 Replace turbo frame on create valuation

This avoids the frame reloading it's src when refreshing.

* Change Action Cable adapater to Postgres
2024-02-23 20:18:30 -06:00
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
Zach Gollwitzer
3ec9c9b56b
Scaffold out the UI for individual account page (#461)
* Add `AccountBalance` table for account views

* Scaffold out account UI

* Add D3 line chart scaffolding

* Style fixes
2024-02-14 13:02:11 -05:00
Josh Brown
101a5ee0c5
Add notification UI (#449)
* Add notification UI

* Make animation an aribtrary value

It didn't make much sense in the theme as it feels very specific, this
change also means the timing information is clearer within the html
itself.

* Update to use tailwind theme

* Refactor structure of icon

* Add support for multiple notifications at once

* Adjust notification animation timing

* Make notification more accessible

Applies role to the notification which will apply the appropriate
aria-live status to ensure notifications are read out when they are
rendered into the screen for screenreader users.

Wraps the svg with a button tag that keyboard users can focus and engage
with to close the notification.

* Fix notification progress indicator placement

* Map flash types to notification types automatically

* Refine notification animations

* Set success as default icon for notifications
2024-02-13 09:19:11 -06:00
Zach Gollwitzer
bbe7323ca4
Add Tailwind color palette (#452) 2024-02-12 17:20:50 -05:00