Josh Pigford
e6403fab70
Modal design tweaks
2024-10-24 10:16:24 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
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* Clean up env example files
* Fix duplicate category creations
* Fix duplicate tag and merchant creation
* Add initial valuation to imported accounts
* Add upgrade modal prompt
* Don't hide content on billing page
* Add temporary session for new customers
* Lint fixes
* Fix unused translations
* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes ( #1352 )
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* Bump min supported date to 20 years
* Add basic onboarding
* User onboarding
* Complete onboarding flow
* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Josh Pigford
3893060f8e
Early access ( #1272 )
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* Stubbing in early access
* Styling
* Title tweak
* Early access tweaks
Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point
* Lint
2024-10-09 13:17:58 -05:00
Josh Pigford
ffd54e4065
Intercom integration ( #1267 )
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* Intercom integration
Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.
* Update app/views/layouts/_sidebar.html.erb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Update app/views/pages/feedback.html.erb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Family = Company in Intercom
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-08 10:50:49 -05:00
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
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
Zach Gollwitzer
5a5f13b46b
Add new settings profile and preferences pages ( #672 )
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* Add new settings profile and preferences pages
* Fix lint errors
2024-04-25 07:54:56 -04:00
Josh Pigford
0922a7cbd6
Form save icon
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Fixes #310
2024-02-05 12:45:56 -06:00
Josh Pigford
3bf7b47040
New bank addition (mostly hashing out STI bits)
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Messy and gross. Will get cleaned up in the next couple of commits.
2024-02-02 10:39:16 -06:00
Josh Pigford
99de24ac70
Initial commit
2024-02-02 09:05:04 -06:00
