Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides ( #998 )
...
* 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 )
...
* Add currency validation to account, update demo data generator
* Fix tests
2024-07-17 14:18:12 -04:00
Zach Gollwitzer
ef0f910b9b
Build sample portfolio deterministically ( #993 )
2024-07-17 08:57:28 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference ( #994 )
...
* Add default currencies to forms based on preference
* Remove dev debugging
2024-07-17 08:57:17 -04:00
Zach Gollwitzer
e51806b98b
More composable forms ( #989 )
...
* Make forms more composable, opt-in to form builder
* Remove unused method
* Simpler money input controls
* Add in new form styling to imports
* Lint fixes
* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Zach Gollwitzer
47523f64c2
Investment Portfolio Sync ( #974 )
...
* 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 )
...
* 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
dependabot[bot]
41f9e23f8c
Bump rails from 8075866 to 8035bec ( #982 )
...
Bumps [rails](https://github.com/rails/rails ) from `8075866` to `8035bec`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](8075866ae8...8035bece70
2024-07-15 10:21:24 -04:00
dependabot[bot]
12123449b7
Bump good_job from 4.0.0 to 4.0.3 ( #981 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.0.0 to 4.0.3.
- [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/v4.0.0...v4.0.3 )
---
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>
2024-07-15 10:07:12 -04:00
dependabot[bot]
a70c6666dc
Bump ruby-lsp-rails from 0.3.8 to 0.3.10 ( #983 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.8 to 0.3.10.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.8...v0.3.10 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
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>
2024-07-15 10:04:39 -04:00
dependabot[bot]
1bd5397701
Bump faraday from 2.9.2 to 2.10.0 ( #984 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.9.2 to 2.10.0.
- [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/v2.9.2...v2.10.0 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
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>
2024-07-15 10:04:30 -04:00
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
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 )
---
updated-dependencies:
- dependency-name: sentry-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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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 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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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 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
...
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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 )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
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 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-major
...
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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 )
---
updated-dependencies:
- dependency-name: sentry-ruby
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>
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
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 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-patch
...
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
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 )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
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>
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 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
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>
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 )
---
updated-dependencies:
- dependency-name: sentry-ruby
dependency-type: direct:production
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>
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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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
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 )
---
updated-dependencies:
- dependency-name: faraday
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>
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 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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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 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-24 10:32:16 -04:00
