Zach Gollwitzer
77b5469832
Add attribution note
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-07-24 18:20:44 -04:00
Zach Gollwitzer
a90899668f
Fix pasting issue for markdown link
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-07-24 18:13:56 -04:00
Zach Gollwitzer
fd9ba8c1b9
Link update
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-07-24 18:12:07 -04:00
Zach Gollwitzer
a2cfa0356f
Add final release note to README
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-07-24 18:11:29 -04:00
Zach Gollwitzer
224f21354a
Bump to v0.6.0
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2025-07-24 17:34:28 -04:00
Zach Gollwitzer
3fb379d140
Sync family icon button
2025-07-24 17:34:00 -04:00
Zach Gollwitzer
d90d35d97b
Hosted version notice
2025-07-24 14:28:54 -04:00
Zach Gollwitzer
5baf258a32
Fix transactions tool call for chat
2025-07-24 14:09:30 -04:00
Zach Gollwitzer
bacab94a1b
Fix import reverts
2025-07-24 11:41:42 -04:00
Zach Gollwitzer
7698ec03b9
Fix rule toggles
2025-07-24 11:30:40 -04:00
Zach Gollwitzer
0329a5f211
Data exports ( #2517 )
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* Import / export UI
* Data exports
* Lint fixes, brakeman update
2025-07-24 10:50:05 -04:00
Zach Gollwitzer
b7c56e2fb7
Test fixes
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2025-07-23 20:00:32 -04:00
Zach Gollwitzer
764164cf57
[claudesquad] update from 'transaction-page-filter-tweaks' on 23 Jul 25 18:27 EDT ( #2513 )
2025-07-23 18:37:31 -04:00
Zach Gollwitzer
ef49268278
[claudesquad] update from 'totals-rounding-and-sum' on 23 Jul 25 18:30 EDT ( #2514 )
2025-07-23 18:37:05 -04:00
Zach Gollwitzer
527a6128b6
Fix budget navigation to allow selecting previous months
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- Allow going back 2 years minimum even without entries
- Update oldest_valid_budget_date to use min of entry date or 2 years ago
- Add comprehensive tests for budget date validation
- Fixes issue where users couldn't select prior budget months
2025-07-23 18:26:04 -04:00
Zach Gollwitzer
32ec57146e
Fix form submission triggers ( #2512 )
2025-07-23 18:21:37 -04:00
Zach Gollwitzer
f7f6ebb091
Use new balance components in activity feed ( #2511 )
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* Balance reconcilations with new components
* Fix materializer and test assumptions
* Fix investment valuation calculations and recon display
* Lint fixes
* Balance series uses new component fields
2025-07-23 18:15:14 -04:00
Juliano Julio Costa
3f92fe0f6f
Relax API rate limits for self-hosted deployments ( #2465 )
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- Introduced NoopApiRateLimiter to effectively disable API rate limiting for self-hosted mode.
- Updated ApiRateLimiter to delegate to NoopApiRateLimiter when running self-hosted.
- Increased Rack::Attack throttle limits significantly for self-hosted deployments.
- Added tests for NoopApiRateLimiter to ensure correct behavior.
- This allows self-hosted users to make more API requests without restriction, while keeping stricter limits for SaaS deployments.
2025-07-23 10:10:11 -04:00
Zach Gollwitzer
da2045dbd8
Additional cache columns on balances for activity view breakdowns ( #2505 )
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* Initial schema iteration
* Add new balance components
* Add existing data migrator to backfill components
* Update calculator test assertions for new balance components
* Update flow assertions for forward calculator
* Update reverse calculator flows assumptions
* Forward calculator tests passing
* Get all calculator tests passing
* Assert flows factor
2025-07-23 10:06:25 -04:00
Akshay Birajdar
347c0a7906
feat: Only show active accounts for transaction form ( #2484 )
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2025-07-22 06:21:00 -04:00
Zach Gollwitzer
321a343df4
Fix title for activity feed
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2025-07-19 13:22:56 -04:00
Zach Gollwitzer
e8eb32d2ae
Start and end balance breakdown in activity view ( #2466 )
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* Initial data objects
* Remove trend calculator
* Fill in balance reconciliation for entry group
* Initial tooltip component
* Balance trends in activity view
* Lint fixes
* trade partial alignment fix
* Tweaks to balance calculation to acknowledge holdings value better
* More lint fixes
* Bump brakeman dep
* Test fixes
* Remove unused class
2025-07-18 17:56:25 -04:00
Zach Gollwitzer
ab6fdbbb68
Component namespacing ( #2463 )
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* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT
* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT
* Update stimulus controller references to use namespace
* Fix remaining tests
2025-07-18 08:30:00 -04:00
Zach Gollwitzer
d5b147f2cd
Add indexes to core models ( #2464 )
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* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:03 EDT
* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:09 EDT
2025-07-18 08:19:44 -04:00
Zach Gollwitzer
8c97c9d31a
Consolidate and simplify account pages ( #2462 )
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* Remove ScrollFocusable
* Consolidate and simplify account pages
* Lint fixes
* Fix tab param initialization
* Remove stale files
* Remove stale route, make accountable routes clearer
2025-07-18 05:52:18 -04:00
Zach Gollwitzer
3eea5a9891
Add auto-update strategies for current balance on manual accounts ( #2460 )
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* Add auto-update strategies for current balance on manual accounts
* Remove deprecated BalanceUpdater, replace with new methods
2025-07-17 06:49:56 -04:00
Zach Gollwitzer
52333e3fa6
Add reconciliation manager ( #2459 )
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* Add reconciliation manager
* Fix notes editing
2025-07-16 11:31:47 -04:00
Zach Gollwitzer
89cc64418e
Add confirmation dialog for balance reconciliation creates and updates ( #2457 )
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2025-07-15 18:58:40 -04:00
Zach Gollwitzer
c1d98fe73b
Start and end balance anchors for historical account balances ( #2455 )
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* Add kind field to valuation
* Fix schema conflict
* Add kind to valuation
* Scaffold opening balance manager
* Opening balance manager implementation
* Update account import to use opening balance manager + tests
* Update account to use opening balance manager
* Fix test assertions, usage of current balance manager
* Lint fixes
* Add Opening Balance manager, add tests to forward calculator
* Add credit card to "all cash" designation
* Simplify valuation model
* Add current balance manager with tests
* Add current balance logic to reverse calculator and plaid sync
* Tweaks to initial calc logic
* Ledger testing helper, tweak assertions for reverse calculator
* Update test assertions
* Extract balance transformer, simplify calculators
* Algo simplifications
* Final tweaks to calculators
* Cleanup
* Fix error, propagate sync errors up to parent
* Update migration script, valuation naming
2025-07-15 11:42:41 -04:00
Zach Gollwitzer
9110ab27d2
Centralize entry naming ( #2454 )
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* Centralize entry naming
* Lint fixes, code style
2025-07-10 18:40:38 -04:00
Zach Gollwitzer
afbfb474c2
Remove rate limit for api test cases
2025-07-10 16:04:36 -04:00
Zach Gollwitzer
fe8aebe920
Don't raise on invalid demo data
2025-07-10 16:01:47 -04:00
Zach Gollwitzer
188126d402
Fix activity view "new" button styles
2025-07-10 15:30:22 -04:00
Ezra Adeyinka
1a2d973f4b
chore: fix armenian dram incorrect symbol ( #2451 )
2025-07-10 12:39:25 -04:00
Josh Pigford
a91441bcc8
Remove old unique index on device_id in mobile_devices migration to allow multiple users to share the same device.
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2025-07-09 09:22:51 -05:00
Josh Pigford
8d0c1c5a56
Update database schema: increment version to 2025_07_02_173231, modify virtual column definition for classification, and add new indexes for entries and exchange rates.
2025-07-09 09:20:56 -05:00
dependabot[bot]
e848db2aa1
Bump sidekiq from 8.0.4 to 8.0.5 ( #2441 )
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---
updated-dependencies:
- dependency-name: sidekiq
dependency-version: 8.0.5
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>
2025-07-07 16:39:36 -04:00
dependabot[bot]
e7043328e4
Bump pagy from 9.3.4 to 9.3.5 ( #2444 )
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---
updated-dependencies:
- dependency-name: pagy
dependency-version: 9.3.5
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>
2025-07-07 16:39:19 -04:00
dependabot[bot]
d77c683d59
Bump faraday from 2.13.1 to 2.13.2 ( #2442 )
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---
updated-dependencies:
- dependency-name: faraday
dependency-version: 2.13.2
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>
2025-07-07 16:28:24 -04:00
dependabot[bot]
aaf24e1309
Bump stripe from 15.2.1 to 15.3.0 ( #2445 )
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---
updated-dependencies:
- dependency-name: stripe
dependency-version: 15.3.0
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>
2025-07-07 16:25:31 -04:00
dependabot[bot]
f9b131a5db
Bump faker from 3.5.1 to 3.5.2 ( #2448 )
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---
updated-dependencies:
- dependency-name: faker
dependency-version: 3.5.2
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>
2025-07-07 16:22:10 -04:00
dependabot[bot]
a63d36d10c
Bump sentry-rails from 5.25.0 to 5.26.0 ( #2447 )
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---
updated-dependencies:
- dependency-name: sentry-rails
dependency-version: 5.26.0
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>
2025-07-07 16:22:01 -04:00
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing ( #2427 )
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* Initial multi-step property form
* Improve form structure, add optional tooltip help icons to form fields
* Add basic inline alert component
* Clean up and improve property form lifecycle
* Implement Account status concept
* Lint fixes
* Remove whitespace
* Balance editing, scope updates for account
* Passing tests
* Fix brakeman warning
* Remove stale columns
* data constraint tweaks
* Redundant property
2025-07-03 09:33:07 -04:00
Eran Avidor
ba7e8d3893
Fix/design system violations ( #2422 )
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* fix: replace hardcoded bg-white with bg-container in notification notice
* fix: replace hardcoded text-white with fg-inverse in notification CTA
* fix: replace hardcoded text-white with fg-inverse in text tooltip
* fix: replace hardcoded bg-gray-900 text-white with bg-inverse fg-inverse in invitations form
* fix: replace hardcoded bg-gray-800 text-white with bg-inverse fg-inverse in AI consent form
* fix: replace hardcoded text-white with fg-inverse in changelog page
* fix: replace hardcoded text-white and border-gray-500 with fg-inverse and border-secondary in investment tooltip
* fix: replace hardcoded text-white with fg-inverse in holdings missing price tooltip
* fix: replace hardcoded text-white and bg-gray-400 with fg-inverse and bg-surface-inset in settings profiles
* fix: replace hardcoded bg-orange-500 text-white with bg-yellow-600 fg-inverse in settings hosting danger zone
---------
Co-authored-by: Eran Avidor <eavidor@Eran-Avidor-MBP.lan>
2025-07-01 13:53:36 -04:00
Zach Gollwitzer
65329b333d
Fix settings labels
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Fixes #2424
2025-06-30 10:22:37 -04:00
dependabot[bot]
0974783a6b
Bump selenium-webdriver from 4.33.0 to 4.34.0 ( #2425 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.33.0 to 4.34.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.33.0...selenium-4.34.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.34.0
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>
2025-06-30 09:29:20 -04:00
dependabot[bot]
48f792c20e
Bump jwt from 2.10.1 to 2.10.2 ( #2426 )
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Bumps [jwt](https://github.com/jwt/ruby-jwt ) from 2.10.1 to 2.10.2.
- [Release notes](https://github.com/jwt/ruby-jwt/releases )
- [Changelog](https://github.com/jwt/ruby-jwt/blob/main/CHANGELOG.md )
- [Commits](https://github.com/jwt/ruby-jwt/compare/v2.10.1...v2.10.2 )
---
updated-dependencies:
- dependency-name: jwt
dependency-version: 2.10.2
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>
2025-06-30 09:29:00 -04:00
Zach Gollwitzer
869462a9a5
Dynamic y-axis baseline value for chart scales
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2025-06-27 12:57:23 -04:00
Zach Gollwitzer
e4a82d85e8
Properly handle Plaid investment account transfers ( #2420 )
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2025-06-27 10:50:45 -04:00
Zach Gollwitzer
18148acd69
Fix chart scale issues ( #2418 )
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2025-06-26 18:59:11 -04:00
Zach Gollwitzer
8db95623cf
Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day ( #2417 )
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* Handle reverse calculator starting portfolio generation correctly
* Fix current_holdings to handle different dates and hide zero quantities
- Use DISTINCT ON to get most recent holding per security instead of assuming same date
- Filter out zero quantity holdings from UI display
- Maintain cash display regardless of zero balance
- Use single efficient query with proper Rails syntax
* Continue to process holdings even if one is not resolvable
* Lint fixes
2025-06-26 16:57:17 -04:00
Zach Gollwitzer
e60b5df442
Handle bad API data for trade quantity signage ( #2416 )
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2025-06-26 09:54:25 -04:00
Zach Gollwitzer
f3ab4a27ee
Fix credit card balance history ( #2414 )
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2025-06-25 17:03:53 -04:00
Zach Gollwitzer
4b50acff2b
Replace sync spinners with pulse animation ( #2413 )
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* Replace sync spinners with pulse animation
* Remove dev code
2025-06-25 16:51:30 -04:00
Joseph Ho
637d630388
transfer: Support transfers of different currencies between accounts. ( #2243 )
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Fixes part of #1852 .
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-06-25 16:34:18 -04:00
Zach Gollwitzer
72a0f87a9c
Fix race condition in sync status monitor ( #2412 )
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Move family timestamp update to after_commit callback to ensure
database visibility before cache invalidation
2025-06-25 15:23:15 -04:00
Kenrick Tandrian
cea49d5038
fix(models): use self.id ( #2410 )
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2025-06-24 11:15:28 -04:00
Josh Pigford
c0617f74cd
Fix linting issues in migration file
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2025-06-23 11:31:57 -05:00
Josh Pigford
653decbc0b
Fix outdated timezone references
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Updates outdated timezone identifiers in the database to their current
equivalents. This resolves ArgumentError exceptions when users have
outdated timezones like "Europe/Kiev" stored in their preferences.
Timezone mappings:
- Europe/Kiev → Europe/Kyiv
- Asia/Calcutta → Asia/Kolkata
- Asia/Katmandu → Asia/Kathmandu
- Asia/Rangoon → Asia/Yangon
- Asia/Saigon → Asia/Ho_Chi_Minh
- Pacific/Ponape → Pacific/Pohnpei
- Pacific/Truk → Pacific/Chuuk
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-23 11:25:03 -05:00
dependabot[bot]
1cfa6cfca8
Bump lookbook from 2.3.9 to 2.3.11 ( #2405 )
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Bumps [lookbook](https://github.com/lookbook-hq/lookbook ) from 2.3.9 to 2.3.11.
- [Release notes](https://github.com/lookbook-hq/lookbook/releases )
- [Commits](https://github.com/lookbook-hq/lookbook/compare/v2.3.9...v2.3.11 )
---
updated-dependencies:
- dependency-name: lookbook
dependency-version: 2.3.11
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>
2025-06-23 10:21:33 -04:00
dependabot[bot]
e809335a47
Bump faraday-retry from 2.3.1 to 2.3.2 ( #2406 )
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Bumps [faraday-retry](https://github.com/lostisland/faraday-retry ) from 2.3.1 to 2.3.2.
- [Release notes](https://github.com/lostisland/faraday-retry/releases )
- [Changelog](https://github.com/lostisland/faraday-retry/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday-retry/compare/v2.3.1...v2.3.2 )
---
updated-dependencies:
- dependency-name: faraday-retry
dependency-version: 2.3.2
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>
2025-06-23 10:21:25 -04:00
dependabot[bot]
956008acbf
Bump debug from 1.10.0 to 1.11.0 ( #2407 )
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Bumps [debug](https://github.com/ruby/debug ) from 1.10.0 to 1.11.0.
- [Release notes](https://github.com/ruby/debug/releases )
- [Commits](https://github.com/ruby/debug/compare/v1.10.0...v1.11.0 )
---
updated-dependencies:
- dependency-name: debug
dependency-version: 1.11.0
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>
2025-06-23 10:21:14 -04:00
dependabot[bot]
8b56262573
Bump faraday-multipart from 1.1.0 to 1.1.1 ( #2408 )
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Bumps [faraday-multipart](https://github.com/lostisland/faraday-multipart ) from 1.1.0 to 1.1.1.
- [Release notes](https://github.com/lostisland/faraday-multipart/releases )
- [Changelog](https://github.com/lostisland/faraday-multipart/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday-multipart/compare/v1.1.0...v1.1.1 )
---
updated-dependencies:
- dependency-name: faraday-multipart
dependency-version: 1.1.1
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>
2025-06-23 10:21:07 -04:00
dependabot[bot]
615912040c
Bump ostruct from 0.6.1 to 0.6.2 ( #2409 )
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Bumps [ostruct](https://github.com/ruby/ostruct ) from 0.6.1 to 0.6.2.
- [Release notes](https://github.com/ruby/ostruct/releases )
- [Commits](https://github.com/ruby/ostruct/compare/v0.6.1...v0.6.2 )
---
updated-dependencies:
- dependency-name: ostruct
dependency-version: 0.6.2
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>
2025-06-23 10:20:58 -04:00
Zach Gollwitzer
fcf14f5f27
Add pre-pull request flow for Claude code
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2025-06-20 17:33:03 -04:00
Zach Gollwitzer
63d8114b05
Separate exclude and one-time transaction handling ( #2400 )
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* Separate exclude and one-time transaction handling
- Split transaction "exclude" and "one-time" toggles into separate controls in transaction detail view
- Updated Transaction::Search to show excluded transactions with grayed-out styling instead of filtering them out
- Modified IncomeStatement calculations to exclude both excluded and one_time transactions from totals
- Added migration to convert existing excluded transactions to also be one_time for backward compatibility
- Updated transaction list view to show asterisk for one_time transactions and gray out excluded ones
- Added controller support for kind parameter in transaction updates
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix linting issues
- Remove trailing whitespace from migration
- Fix ERB formatting throughout templates
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-20 17:10:36 -04:00
Zach Gollwitzer
c003e8c6ed
Transfer match truncation fix
2025-06-20 14:08:46 -04:00
Zach Gollwitzer
ab1c17ea14
Fix transaction layout alignment regression
2025-06-20 13:58:24 -04:00
Zach Gollwitzer
1aae00f586
perf(transactions): add kind
to Transaction
model and remove expensive Transfer joins in aggregations ( #2388 )
...
* add kind to transaction model
* Basic transfer creator
* Fix method naming conflict
* Creator form pattern
* Remove stale methods
* Tweak migration
* Remove BaseQuery, write entire query in each class for clarity
* Query optimizations
* Remove unused exchange rate query lines
* Remove temporary cache-warming strategy
* Fix test
* Update transaction search
* Decouple transactions endpoint from IncomeStatement
* Clean up transactions controller
* Update cursor rules
* Cleanup comments, logic in search
* Fix totals logic on transactions view
* Fix pagination
* Optimize search totals query
* Default to last 30 days on transactions page if no filters
* Decouple transactions list from transfer details
* Revert transfer route
* Migration reset
* Bundle update
* Fix matching logic, tests
* Remove unused code
2025-06-20 13:31:58 -04:00
Josh Pigford
7aca5a2277
Fix remaining rubocop offenses
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
- Fix string literal style in doorkeeper.rb
- Add missing final newlines
- Remove trailing whitespace
- Fix array bracket spacing in migrations
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 08:38:04 -05:00
Josh Pigford
8296e10246
Fix linting issues and update API key test for source validation
...
- Remove trailing whitespace in auth controller and mobile device model
- Update API key test to expect new validation message with source
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 08:28:32 -05:00
Josh Pigford
9336719242
Add secure OAuth2-based mobile authentication
...
- Replace API keys with OAuth2 tokens for mobile apps
- Add device tracking and management for mobile sessions
- Implement 30-day token expiration with refresh tokens
- Add MFA/2FA support for mobile login
- Create dedicated auth endpoints (signup/login/refresh)
- Skip CSRF protection for API endpoints
- Return plaintext tokens (not hashed) in responses
- Track devices with unique IDs and metadata
- Enable seamless native mobile experience without OAuth redirects
This provides enterprise-grade security for the iOS/Android apps while maintaining a completely native authentication flow.
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 08:20:22 -05:00
Josh Pigford
cba0bdf0e2
Fix OAuth mobile app support with custom URL schemes
...
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- Configure Doorkeeper to allow custom URL schemes (maybeapp://)
- Disable force_ssl_in_redirect_uri to support non-HTTPS schemes
- Add custom Doorkeeper views with mobile OAuth detection
- Disable Turbo for mobile OAuth flows to prevent redirect interference
- Add display parameter preservation through OAuth flow
- Create custom Doorkeeper layouts with proper styling
- Add comprehensive integration tests for mobile OAuth flows
- Ensure all OAuth pages use proper doorkeeper/application layout
This allows the mobile app to complete OAuth authorization flows
without the web app interfering with custom URL scheme redirects.
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 05:38:23 -05:00
Josh Pigford
404066eaa1
Fix rubocop linting issues in API chat endpoints
...
- Fix trailing whitespace
- Add missing final newlines
- Fix array bracket spacing
- Auto-corrected all layout issues
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 04:36:31 -05:00
Josh Pigford
94202b2a6b
Add API v1 chat endpoints
...
- Add chats#index and chats#show endpoints to list and view AI conversations
- Add messages#create endpoint to send messages to AI chats
- Include API documentation for chat endpoints
- Add controller tests for new endpoints
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 04:32:14 -05:00
Josh Pigford
4d3c710291
Fix Active Record encryption for self-hosted deployments
...
Auto-generate encryption keys based on SECRET_KEY_BASE when not provided.
This ensures API key encryption works out of the box for self-hosted users
without requiring manual setup steps.
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 04:31:10 -05:00
Josh Pigford
b65e4d376e
Fix trailing whitespace in API keys system test
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2025-06-17 16:22:09 -05:00
Josh Pigford
fc921c0cd2
Fix system test failures in API keys and trades tests
...
- Fix API key scopes validation in test (only one scope allowed)
- Update validation error test to match actual behavior
- Fix regenerating API key test path assertion
- Fix revoke confirmation dialog test to work with custom modal
- Fix trades test ticker symbol reference
- Add small delays for modal animations in system tests
All 59 system tests now pass.
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-17 16:20:01 -05:00
Josh Pigford
b803ddac96
Add comprehensive API v1 with OAuth and API key authentication ( #2389 )
...
* OAuth
* Add API test routes and update Doorkeeper token handling for test environment
- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.
* Implement API key authentication and enhance access control
- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.
* Add API key rate limiting and usage tracking
- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.
* Add Jbuilder for JSON rendering and refactor AccountsController
- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.
* Add transactions resource to API routes
- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.
* Enhance API authentication and onboarding handling
- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.
* Fix rubocop offenses
- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix API test failures and improve test reliability
- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop
All tests now pass and linting is clean.
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
* Add API transactions controller warning to brakeman ignore
The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
Zach Gollwitzer
13a64a1694
Fix failing CI
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2025-06-16 11:07:38 -04:00
Kenrick Tandrian
b900cc9272
Fix: ticker combobox background and text color ( #2370 )
...
* fix(ui): hotwire combobox bg color
* fix(ui): text color
2025-06-16 09:58:37 -04:00
dependabot[bot]
dc505cfcff
Bump rack-mini-profiler from 3.3.1 to 4.0.0 ( #2381 )
...
Bumps [rack-mini-profiler](https://github.com/MiniProfiler/rack-mini-profiler ) from 3.3.1 to 4.0.0.
- [Release notes](https://github.com/MiniProfiler/rack-mini-profiler/releases )
- [Changelog](https://github.com/MiniProfiler/rack-mini-profiler/blob/master/CHANGELOG.md )
- [Commits](https://github.com/MiniProfiler/rack-mini-profiler/compare/v3.3.1...v4.0.0 )
---
updated-dependencies:
- dependency-name: rack-mini-profiler
dependency-version: 4.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-06-16 09:05:00 -04:00
dependabot[bot]
96ac1dd45f
Bump lookbook from 2.3.9 to 2.3.10 ( #2379 )
...
Bumps [lookbook](https://github.com/lookbook-hq/lookbook ) from 2.3.9 to 2.3.10.
- [Release notes](https://github.com/lookbook-hq/lookbook/releases )
- [Commits](https://github.com/lookbook-hq/lookbook/compare/v2.3.9...v2.3.10 )
---
updated-dependencies:
- dependency-name: lookbook
dependency-version: 2.3.10
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>
2025-06-16 09:04:37 -04:00
dependabot[bot]
5a38159c28
Bump plaid from 40.0.0 to 41.0.0 ( #2378 )
...
Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 40.0.0 to 41.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v40.0.0...v41.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-version: 41.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-06-16 09:04:30 -04:00
dependabot[bot]
38cad49d6c
Bump sentry-ruby from 5.24.0 to 5.25.0 ( #2382 )
...
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.24.0 to 5.25.0.
- [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/5.24.0...5.25.0 )
---
updated-dependencies:
- dependency-name: sentry-ruby
dependency-version: 5.25.0
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>
2025-06-16 09:04:23 -04:00
dependabot[bot]
968cd7981a
Bump aasm from 5.5.0 to 5.5.1 ( #2384 )
...
Bumps [aasm](https://github.com/aasm/aasm ) from 5.5.0 to 5.5.1.
- [Changelog](https://github.com/aasm/aasm/blob/master/CHANGELOG.md )
- [Commits](https://github.com/aasm/aasm/commits/v5.5.1 )
---
updated-dependencies:
- dependency-name: aasm
dependency-version: 5.5.1
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>
2025-06-16 09:04:14 -04:00
Zach Gollwitzer
6d9bb7f0eb
Temporary transactions page performance fix ( #2372 )
...
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* Temporary transactions page performance fix
* Fix Cursor bugs
* More bugbot bug fixes
2025-06-15 11:36:21 -04:00
Zach Gollwitzer
a5f1677f60
perf(income statement): cache income statement queries ( #2371 )
...
* Leftover cleanup from prior PR
* Benchmark convenience task
* Change default warm benchmark time
* Cache income statement queries
* Fix private method access
2025-06-15 10:09:46 -04:00
Zach Gollwitzer
84b2426e54
Benchmarking setup ( #2366 )
...
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* Benchmarking setup
* Get demo data working in benchmark scenario
* Finalize default demo scenario
* Finalize benchmarking setup
2025-06-14 11:53:53 -04:00
Huy Nguyen Quang
cdad31812a
Fix user deletion foreign key constraint with invitations ( #2357 )
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2025-06-11 20:26:31 -05:00
Zach Gollwitzer
5a4c955522
Realistic demo data for performance testing ( #2361 )
...
* Realistic demo data for performance testing
* Add note about performance testing
* Fix bugbot issues
* More realistic account values
2025-06-11 18:48:39 -04:00
Zach Gollwitzer
0d62e60da1
Fix stale reference to classification group name
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2025-06-10 21:30:53 -04:00
Zach Gollwitzer
10ce2c8e23
Balance sheet cache layer, non-blocking sync UI ( #2356 )
...
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* Balance sheet cache layer with cache-busting
* Update family cache timestamps during Sync
* Less blocking sync loaders
* Consolidate family data caching key logic
* Fix turbo stream broadcasts
* Remove dev delay
* Add back account group sorting
2025-06-10 18:20:06 -04:00
Josh Pigford
dab693d74f
Logtail updates
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2025-06-10 05:10:57 -05:00
Zach Gollwitzer
019a0d873c
Fix dark mode text hover styles
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2025-06-09 18:39:04 -04:00
Zach Gollwitzer
9fabcf4c72
Redis check for self hosted apps ( #2353 )
...
* Redis check for self hosted apps
* Run linter with autocorrect
* Add Redis to CI
2025-06-09 18:30:52 -04:00
Zach Gollwitzer
4044a8519f
Add account sync button back to self hosted instances
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2025-06-09 11:35:59 -04:00
Zach Gollwitzer
9afc50a146
Fix merchant editing ( #2349 )
2025-06-09 10:50:56 -04:00
Tony Tkachenko
0063921de9
fix(ui): mfa backup codes dark mode ( #2323 )
...
* fix(ui): mfa backup codes dark mode
* Update app/views/mfa/backup_codes.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>
2025-06-09 10:19:09 -04:00
Iuri G.
1d2e7fcae0
perf: Add index to sync status ( #2337 )
...
* - Add index to sync status
* - revert typo
* - revert unrelated schema.rb change
2025-06-09 10:18:52 -04:00
Zach Gollwitzer
9f6c9b4057
Update deps
2025-06-09 09:53:32 -04:00
Adam M. Goyer
d05946596e
Fix typo in docker hosting documentation ( #2318 )
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2025-06-03 05:14:25 -05:00
Josh Pigford
a76cc2dff8
Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.
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2025-06-01 06:37:46 -05:00
Josh Pigford
870b543640
Refactor syncing? method in Family model to optimize query performance. Moved visible scope to the beginning and adjusted joins and where conditions to leverage composite indexing for improved efficiency.
2025-06-01 06:30:38 -05:00
Josh Pigford
1f8a994b4e
Comment out auto-sync callback in AutoSync concern to disable family synchronization temporarily.
2025-06-01 06:17:11 -05:00
Josh Pigford
ee9fe1b62d
Update README.md
...
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-05-27 11:08:59 -05:00
Josh Pigford
4f5068e7e5
feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage ( #2316 )
...
Updated model to GPT 4.1
2025-05-27 05:04:58 -05:00
Josh Pigford
e7f1506728
Refactor sparkline error handling and improve series pre-loading
...
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- Added pre-loading of series in AccountableSparklinesController and AccountsController to catch errors before rendering.
- Updated the accounts view to use the pre-loaded sparkline series variable.
- Adjusted the test for graceful handling of errors in the sparkline series method.
This enhances the robustness of the sparkline feature and improves error visibility in the UI.
2025-05-26 20:16:07 -05:00
Josh Pigford
6f67827f14
Implement error handling and logging for sparkline and series methods
...
- Added rescue blocks to handle exceptions in the Accounts and AccountableSparklines controllers, logging errors and rendering error partials.
- Enhanced error handling in the Account::Chartable and Balance::ChartSeriesBuilder models, logging specific error messages for series generation failures.
- Updated the accounts view to include a timeout for Turbo frame loading.
- Added a test to ensure graceful handling of sparkline errors in the AccountsController.
In reference to bug #2315
2025-05-26 20:05:16 -05:00
Josh Pigford
3cc88f3e98
Fix changelog page crash when GitHub release notes are unavailable ( #2314 )
...
* Fix changelog page crash when GitHub release notes are unavailable
* Refactor changelog view to handle missing avatars gracefully and improve session sign-out logic in tests
* Enhance changelog view to display fallback messages for unavailable release notes and publication dates
* Update onboarding system tests to reflect UI changes and improve assertions
- Changed button labels from "Get started" to "Continue" and "Complete" to align with updated UI.
- Updated text assertions for clarity, changing "Set your preferences" to "Configure your preferences".
- Adjusted locale selection options to include language codes.
- Enhanced validation error handling in preferences form.
- Improved navigation assertions to ensure accurate path checks.
2025-05-26 19:53:25 -05:00
Josh Pigford
6dae236fe0
Remove trend initialization from Series model to streamline value calculations.
...
Added initial pass at onboarding system tests.
2025-05-26 18:59:07 -05:00
Josh Pigford
07ca33f2f4
Taskmaster Stubbing ( #2313 )
2025-05-26 18:39:39 -05:00
dependabot[bot]
fe33fe086a
Bump selenium-webdriver from 4.32.0 to 4.33.0 ( #2307 )
...
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.32.0 to 4.33.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.32.0...selenium-4.33.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.33.0
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>
2025-05-26 06:17:26 -04:00
dependabot[bot]
bf2426ce82
Bump view_component from 3.22.0 to 3.23.2 ( #2308 )
...
Bumps [view_component](https://github.com/viewcomponent/view_component ) from 3.22.0 to 3.23.2.
- [Release notes](https://github.com/viewcomponent/view_component/releases )
- [Changelog](https://github.com/ViewComponent/view_component/blob/main/docs/CHANGELOG.md )
- [Commits](https://github.com/viewcomponent/view_component/compare/v3.22.0...v3.23.2 )
---
updated-dependencies:
- dependency-name: view_component
dependency-version: 3.23.2
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>
2025-05-26 06:17:18 -04:00
Zach Gollwitzer
6e202bd7ec
Improve chart performance and gapfilling ( #2306 )
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2025-05-25 20:40:18 -04:00
Joseph Ho
e1b81ef879
feature: Show total balance in family currency in accounts ( #2283 )
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2025-05-25 11:54:22 -04:00
Kenrick Tandrian
151bf25d27
fix(ui): chart view selector bg color ( #2303 )
2025-05-25 11:53:14 -04:00
Zach Gollwitzer
854a21993a
Handle ITEM_NOT_FOUND errors on Plaid deletions
2025-05-25 11:52:29 -04:00
Zach Gollwitzer
d21e385962
Lazy load Plaid link tokens, fix link issues on broadcast ( #2302 )
...
* Lazy load Plaid link tokens, fix link issues on broadcast
* Fix alert styles
2025-05-25 08:12:54 -04:00
Zach Gollwitzer
c701755b02
Require upstream item removal to delete plaid item
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2025-05-24 19:23:36 -04:00
Zach Gollwitzer
43a403e431
Increase specificity of filter when fetching Plaid liabilities
2025-05-24 19:16:55 -04:00
Zach Gollwitzer
03e0230e99
Do not re-raise ITEM_LOGIN_REQUIRED errors
2025-05-24 18:46:40 -04:00
Zach Gollwitzer
ffc5f844b2
Plaid webhook processor
2025-05-24 18:33:59 -04:00
Zach Gollwitzer
5125411822
Handle duplicate sync jobs
2025-05-24 17:58:17 -04:00
Zach Gollwitzer
aecb5aafd8
Pass transactions cursor when fetching plaid transactions
2025-05-24 17:41:14 -04:00
Zach Gollwitzer
6935ffa3d1
Only fetch needed Plaid products, improve Plaid tests and mocks
2025-05-24 16:40:28 -04:00
Zach Gollwitzer
03a146222d
Plaid sync domain improvements ( #2267 )
...
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Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:
1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances
This provides several benefits:
- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
2025-05-23 18:58:22 -04:00
Alex Hatzenbuhler
5c82af0e8c
Fix and improve chat title edit ( #2285 )
...
* Fix and improve chat title edit
* Put back background color
* use transparent
2025-05-23 15:31:08 -04:00
Josh Pigford
5cfb4addbd
Refactor balance sheet weight calculation and improve group weight rendering
...
- Update BalanceSheet model to directly calculate account weights based on converted balances.
- Modify dashboard view to compute account weight as a percentage of classification total, enhancing clarity.
- Adjust group weight partial to handle effective weight, ensuring accurate rendering of weight representation.
2025-05-23 12:25:18 -05:00
Josh Pigford
fd65b5a747
Implement caching for classification and account groups in BalanceSheet model and optimize sparkline rendering in views
...
- Add caching for classification groups and account groups in the BalanceSheet model to improve performance.
- Update views for accountable sparklines to utilize caching for rendered HTML, enhancing load times and reducing database queries.
2025-05-23 11:46:12 -05:00
Josh Pigford
6d4509fbe6
Optimize transaction totals caching and improve default date filter behavior
...
- Implement caching for transaction totals to enhance performance, using a unique cache key based on family ID and search parameters.
- Adjust default date filter logic to use the user's preferred period when no explicit date filters are provided, reducing the load on the database for large datasets.
2025-05-23 11:30:04 -05:00
Zach Gollwitzer
c7d9c94489
Add back schema migration for unique securities
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2025-05-22 16:11:22 -04:00
Zach Gollwitzer
fcdc42760d
Tweak dup securities data migration
2025-05-22 16:02:34 -04:00
Zach Gollwitzer
19804d2b05
temp: remove schema migration
2025-05-22 15:39:45 -04:00
Zach Gollwitzer
fe24117c50
Stronger security unique index and data migration
...
Note to self hosters:
If you started self hosting prior to this commit, you may have duplicate securities in your database.
This is usually not a problem, but if you'd like to clean things up, you can run the data migration
by opening a terminal on the machine you're hosting with and running:
```sh
rake data_migration:migrate_duplicate_securities
```
2025-05-22 15:15:07 -04:00
Zach Gollwitzer
e4ee06c9f6
Security resolver and health checker ( #2281 )
...
* Setup health check
* Security health checker cron
* Use resolver throughout codebase
* Use resolver for trade builder
* Add security health checks to schedule
* Handle no provider
* Lint fixes
2025-05-22 12:43:24 -04:00
Luan Estradioto
857436d894
fix: mobile responsive category color picker ( #2280 )
...
* fix: mobile responsiveness on category picker popup
* fix: mobile responsiveness on category picker popup
2025-05-22 11:50:12 -04:00
Luan Estradioto
092350f1f8
Feat: Mobile Settings menu with preserve scroll + scroll on connect ( #2278 )
...
* feat: preserve scroll and scroll on connect, better responsive mobile settings menu
* Update app/javascript/controllers/scroll_on_connect_controller.js
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
* Update app/javascript/controllers/scroll_on_connect_controller.js
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>
2025-05-22 11:46:57 -04:00
Alex Hatzenbuhler
b719a8b80d
Add new ai chat button, tweak ai navigation ( #2272 )
...
* Add new chat button
* Tweak chat navigation
* Fix chat nav padding on new chat
* Make the button nicer
* Fix bad tailwind class
* Use menu icon instead of left
* Fix path
2025-05-22 11:38:05 -04:00
Alex Hatzenbuhler
a71b62575c
UI Fixes ( #2276 )
...
* Use rounded-full on budget allocation bar
* Fix backgrounds when balance sheet groups are open
* Add rulers between accounts and classification groups in balance sheet and account groups views.
2025-05-22 11:35:55 -04:00
Luan Estradioto
2fbd6cbc5d
fix: remove transaction form controller ( #2279 )
2025-05-22 11:30:33 -04:00
Josh Pigford
a7438e5c78
Add country_code attribute to Security model and related classes
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* Update Security model to include country_code in the data definition.
* Modify Provider::SecurityConcept to define country_code for security.
* Enhance Provider::Synth to extract country_code from security data.
* Update Security::Provided to include country_code when creating security instances.
* Adjust Security::SynthComboboxOption to add country_code as an attribute.
* Revise combobox_security partial to conditionally display country flag and code.
2025-05-22 09:45:08 -05:00
Josh Pigford
fd3b583737
Update subscription upgrade view to replace settings button with account settings link for improved clarity and navigation.
2025-05-22 08:46:57 -05:00
Josh Pigford
34b3e4ae20
Add settings button to subscription upgrade view
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2025-05-21 14:38:55 -05:00
Alex Hatzenbuhler
8070986763
Standardize corners, backgrounds, and borders ( #2271 )
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* Create shared ruler view
* Use collection rendering/spacer templates for rules, and new shared_ruler
* Use shared ruler for all the places a ruler is used
* Use shared ruler for imports and balance sheet
* Fix brakeman by using a static partial with a defined collection
* Standardize & improve a bunch of corners, fix some backgrounds, fix merchants for dark mode
* Update balance sheet
* misc cleanup
* Fix import table
* Remove middot
2025-05-21 10:28:56 -04:00
Josh Pigford
3d2213b760
Enhance cash flow dashboard to handle empty data scenarios. Update Sankey diagram rendering to conditionally display a placeholder message when no cash flow data is available, improving user experience and clarity.
2025-05-21 05:34:42 -05:00
Josh Pigford
cc9a75ee28
Refactor expense processing in Sankey diagram to include only top-level categories. Simplify node addition and link creation for improved readability and maintainability.
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2025-05-20 20:43:31 -05:00
Alex Hatzenbuhler
443b834b46
Create shared ruler and standardize across views ( #2240 )
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* Create shared ruler view
* Use collection rendering/spacer templates for rules, and new shared_ruler
* Use shared ruler for all the places a ruler is used
* Use shared ruler for imports and balance sheet
* Fix brakeman by using a static partial with a defined collection
* Update balance sheet
2025-05-20 15:13:18 -04:00
Josh Pigford
868d4ede6e
Sankey Diagram ( #2269 )
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* Enhance cash flow dashboard with new cash flow period handling and improved Sankey diagram rendering. Update D3 and related dependencies for better performance and features.
* Fix Rubocop offenses
* Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes.
2025-05-20 13:31:05 -05:00
Zach Gollwitzer
caf35701ef
Fix Docker builds after package updates
2025-05-20 14:00:31 -04:00
Zach Gollwitzer
94a807c3c9
Encapsulate enrichment actions, add tests
2025-05-20 11:33:35 -04:00
Zach Gollwitzer
dd605a577e
Bump ruby to 3.4.4
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2025-05-20 09:09:10 -04:00
Zach Gollwitzer
137219c121
Fix attribute locking namespace conflict, duplicate syncs
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2025-05-19 16:39:31 -04:00
Zach Gollwitzer
ab5bce3462
Fix provider guards for start price
2025-05-19 15:19:41 -04:00
dependabot[bot]
a262a749fe
Bump ruby-lsp-rails from 0.4.2 to 0.4.3 ( #2262 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.4.2 to 0.4.3.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.2...v0.4.3 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-version: 0.4.3
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>
2025-05-19 13:39:48 -04:00
dependabot[bot]
7e7ae31216
Bump sidekiq-cron from 2.2.0 to 2.3.0 ( #2261 )
...
Bumps [sidekiq-cron](https://github.com/ondrejbartas/sidekiq-cron ) from 2.2.0 to 2.3.0.
- [Release notes](https://github.com/ondrejbartas/sidekiq-cron/releases )
- [Changelog](https://github.com/sidekiq-cron/sidekiq-cron/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ondrejbartas/sidekiq-cron/compare/v2.2.0...v2.3.0 )
---
updated-dependencies:
- dependency-name: sidekiq-cron
dependency-version: 2.3.0
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>
2025-05-19 13:39:41 -04:00
dependabot[bot]
efdd03cfe7
Bump vernier from 1.7.0 to 1.7.1 ( #2260 )
...
Bumps [vernier](https://github.com/jhawthorn/vernier ) from 1.7.0 to 1.7.1.
- [Release notes](https://github.com/jhawthorn/vernier/releases )
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.7.0...v1.7.1 )
---
updated-dependencies:
- dependency-name: vernier
dependency-version: 1.7.1
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>
2025-05-19 13:34:11 -04:00
Alex Hatzenbuhler
1b4577e21e
Fix subconditions and condition group form ( #2256 )
2025-05-19 13:34:02 -04:00
dependabot[bot]
e569ad0a8c
Bump sentry-sidekiq from 5.23.0 to 5.24.0 ( #2265 )
...
Bumps [sentry-sidekiq](https://github.com/getsentry/sentry-ruby ) from 5.23.0 to 5.24.0.
- [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/5.23.0...5.24.0 )
---
updated-dependencies:
- dependency-name: sentry-sidekiq
dependency-version: 5.24.0
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>
2025-05-19 13:32:06 -04:00
dependabot[bot]
6f68d66eda
Bump bootsnap from 1.18.4 to 1.18.6 ( #2266 )
...
Bumps [bootsnap](https://github.com/Shopify/bootsnap ) from 1.18.4 to 1.18.6.
- [Changelog](https://github.com/Shopify/bootsnap/blob/main/CHANGELOG.md )
- [Commits](https://github.com/Shopify/bootsnap/compare/v1.18.4...v1.18.6 )
---
updated-dependencies:
- dependency-name: bootsnap
dependency-version: 1.18.6
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>
2025-05-19 13:31:56 -04:00
Zach Gollwitzer
e26e5c5aec
Auto sync preference, max limit on account CSV imports ( #2259 )
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* Auto sync preference, max limit on account CSV imports
* MaxRowCountExceededError
2025-05-18 15:02:51 -04:00
Zach Gollwitzer
f82f77466a
Fix Sentry context for security details exception
2025-05-18 10:52:35 -04:00
Zach Gollwitzer
74c7b0941d
More exception logging tweaks
2025-05-18 10:27:46 -04:00
Zach Gollwitzer
29a8ac9d8a
Tweak exception logging, sync stale behavior
2025-05-18 10:19:15 -04:00
Zach Gollwitzer
9f13b5bb83
Handle stale syncs ( #2257 )
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* Handle stale syncs
* Use `visible` sync logic in sidebar groups
2025-05-17 18:28:21 -04:00
Zach Gollwitzer
10f255a9a9
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) ( #2255 )
...
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* Rename MarketDataSyncer to MarketDataImporter
* Materializers
* Importers
* More reference replacements
2025-05-17 16:37:16 -04:00
Zach Gollwitzer
b8903d0980
Fix start date missing error in market data sync
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2025-05-16 14:40:52 -04:00
Zach Gollwitzer
35d1447494
Adjust Sentry missing price and rate to warning level
2025-05-16 14:25:35 -04:00
Zach Gollwitzer
6dc1d22672
Market data sync refinements ( #2252 )
...
* Exchange rate syncer implementation
* Security price syncer
* Fix issues with provider API
* Add back prod schedule
* Add back price and exchange rate syncs to account syncs
* Remove unused stock_exchanges table
2025-05-16 14:17:56 -04:00
Alex Hatzenbuhler
6917cecf33
Move to 3 decimal place precision for loans ( #2245 )
...
* Move to 3 decimal place precision for loans
* kick for tests
* unkick
2025-05-16 11:24:32 -04:00
Alex Hatzenbuhler
5efa8268f6
Attempt name override ( #2244 )
2025-05-16 11:23:57 -04:00
Zach Gollwitzer
9155e737b2
Capture broadcast error in Sentry
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2025-05-15 11:08:27 -04:00
Zach Gollwitzer
a565343102
Fix account group broadcast reference
2025-05-15 10:53:15 -04:00
Zach Gollwitzer
10dd9e061a
Improve account sync performance, handle concurrent market data syncing ( #2236 )
...
* PlaidConnectable concern
* Remove bad abstraction
* Put sync implementations in own concerns
* Sync strategies
* Move sync orchestration to Sync class
* Clean up sync class, add state machine
* Basic market data sync cron
* Fix price sync
* Improve sync window column names, add timestamps
* 30 day syncs by default
* Clean up market data methods
* Report high duplicate sync counts to Sentry
* Add sync states throughout app
* account tab session
* Persistent account tab selections
* Remove manual sleep
* Add migration to clear stale syncs on self hosted apps
* Tweak sync states
* Sync completion event broadcasts
* Fix timezones in tests
* Cleanup
* More cleanup
* Plaid item UI broadcasts for sync
* Fix account ID namespace conflict
* Sync broadcasters
* Smoother account sync refreshes
* Remove test sync delay
2025-05-15 10:19:56 -04:00
Taylor Brazelton
9793cc74f9
Typo fix for piece to place. ( #2242 )
2025-05-15 07:59:00 -04:00
Zach Gollwitzer
3f48992aea
Fix trade builder logic
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2025-05-13 16:17:25 -04:00
Zach Gollwitzer
bcb47a9d29
Fix auto sync trigger logic and add tests
2025-05-13 16:14:29 -04:00
Alex Hatzenbuhler
bebe7b40d6
Improve rules - add name, allow sorting, improve UI ( #2177 )
...
* Add ability to name a rule
* Add sorting by name and date,
* Improve rule page and form design
* Small header tweak
* Improve sorting click areas by including icon
* Fix brakeman
* Use icon helper instead of lucide_icon helper
* Fix double headers with new DialogComponent
* Use updated_at for sorting instead of created_at
* Use copy-plus icon for compound rules
* Remove icons and change IF/THEN/FOR font in edit form
* Use text-secondary on disabled rules
* First pass at redesigning the sorting menu
* New rule list
* Borders instead of shadows
* Apply proper text color to TO in edit form
* Improve dark mode with proper background color classes
* Use border-secondary
* Add touch: true to conditions and actions of a rule, so updated_at works as expected
* Fix db schema
* Change sort direction to be a LinkComponent outside of the form for better sort behavior
* Clean up dropdown design to match figma
* Match tags/categories design
* Fix name text color, add bg-divider background for dividers
* Fix family subscription tests (thanks zach!)
2025-05-13 15:53:13 -04:00
Alex Hatzenbuhler
050d5ebaad
Ensure the condition group "Add condition" button is type button to avoid form submission ( #2233 )
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2025-05-13 10:35:23 -04:00
Alex Hatzenbuhler
30d3eef67f
Fix AND prefix on rule form ( #2234 )
...
* Fix AND prefix on rule form
This new condition prefix data target is used to ensure the AND prefix is added/removed to additional conditions/groups when there aren't any saved conditions yet.
* Ensure the condition group "Add condition" button is type button to avoid form submission
* Add prefix update when removing a subcondition
* Use data condition to update the prefix on conditions, condition groups, and subconditions
* Use condition remove instead of element remove for condition groups so prefix logic runs
* Add back explicit show_prefixes to ensure subconditions never have a prefix
* Run the prefix update runs on a load of a form, which handles prefixes on an edit since no conditions change
* Ensure saved items that are marked for removal don't impact the index
* Simplify logic since we don't process subconditions
* Clean up comments
* Add primary_condition_title field to rule model
2025-05-13 10:34:41 -04:00
Zach Gollwitzer
df8e22afe9
Stripe tasks
2025-05-13 08:56:32 -04:00
Zach Gollwitzer
0fb689290a
Family subscription unique index
2025-05-13 08:32:53 -04:00
Zach Gollwitzer
9e6e4b1ce6
Only run Plaid syncs via webhook after initial sync
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2025-05-12 18:55:19 -04:00
Zach Gollwitzer
908b3e2489
Temporary disable of sync cascade behavior
2025-05-12 15:41:14 -04:00
Zach Gollwitzer
a268c5a563
Revert "Add env to toggle provider price syncs"
...
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This reverts commit 0006b6f6ca
.
2025-05-09 17:47:35 -04:00
Zach Gollwitzer
0006b6f6ca
Add env to toggle provider price syncs
2025-05-09 16:59:23 -04:00
Zach Gollwitzer
48a07d6158
Revert batch upserting
2025-05-09 16:42:44 -04:00
Zach Gollwitzer
5d798fe0a0
Remove retry logic from security upsert
2025-05-09 16:31:16 -04:00
Zach Gollwitzer
f07c41821e
Add warn log for security price upsert retries
2025-05-09 16:05:10 -04:00
Zach Gollwitzer
7605b0221d
Batch upsert security prices on sync
2025-05-09 15:56:48 -04:00
Zach Gollwitzer
ab2cec55e7
Propagate child sync errors up to parent, fix sync status ( #2232 )
...
* Propagate child sync errors up to parent, fix sync status
* Remove testing error
2025-05-09 14:56:49 -04:00
JIBSIL
03e3899541
Config: put Redis service in Docker local network ( #2223 )
...
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old config exposed the Redis server to the internet if the user had not configured a firewall to block port 6379
Signed-off-by: JIBSIL <40243545+JIBSIL@users.noreply.github.com>
2025-05-09 09:52:56 -04:00
Alex Hatzenbuhler
3371243a00
Use single list for desktop and mobile nav bars ( #2227 )
...
* Add rules_label to locale file
* Add rules to settings sidebar, use locale text
* Use a single list for mobile and desktop nav
2025-05-09 09:52:18 -04:00
Zach Gollwitzer
d8e058d7c6
Handle case sensitive values when creating securities
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2025-05-08 14:31:43 -04:00
Zach Gollwitzer
867318cbc1
Improve sync data management
2025-05-08 12:52:40 -04:00
Zach Gollwitzer
1e5edd9f2f
Fix Plaid cash balance double counting ( #2222 )
...
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* Fix Plaid cash balance double counting
* Fix today's cash balance
* Simplify balance trends in activity view
2025-05-08 12:25:53 -04:00
Alex Hatzenbuhler
42207e487e
Fix dark mode welcome screen for self-hosting ( #2225 )
2025-05-08 08:45:28 -05:00
Zach Gollwitzer
ea1b6f2bd8
Fix chart timezone bug ( #2224 )
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2025-05-07 22:19:09 -04:00
Zach Gollwitzer
2707a40a2a
Handle nested child syncs ( #2220 )
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2025-05-07 18:12:08 -04:00
Zach Gollwitzer
8b857e9c8a
Notify parent sync in ensure block
2025-05-07 16:51:11 -04:00
Zach Gollwitzer
a07e9d40a3
Transactional locks for sync completions ( #2219 )
...
* Transactional locks for sync completions
* Lower sync display logic tolerance in UI
2025-05-07 16:28:58 -04:00
Zach Gollwitzer
71be2a04ad
Fix rule title reference
2025-05-07 14:10:56 -04:00
Zach Gollwitzer
a67f36bf64
Prevent account deletions when account is linked to a Plaid Item ( #2218 )
...
* Prevent account deletions when account is linked to a Plaid Item
* Only guard deletions in UI and controller, not at model level
2025-05-07 13:56:20 -04:00
Zach Gollwitzer
628d266980
Fix merchant assignment to transactions
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2025-05-07 11:05:29 -04:00
Josh Pigford
64d5a73eb7
Update render-build.sh
2025-05-07 10:00:24 -05:00
Zach Gollwitzer
2b2dfd03e0
Fix select contrast issues in dark mode forms
2025-05-07 10:23:06 -04:00
Zach Gollwitzer
fb7107d614
feature(dark mode): misc design fixes ( #2215 )
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* Fix category dark mode styles
* Fix sidebar account tab states
* Fix dashboard balance sheet group styles
* Fix budget dark mode styles
* Fix chart gradient split
* Fix prose styles in dark mode
* Add back chat nav id for tests
2025-05-07 09:26:06 -04:00
Zach Gollwitzer
c26a7dd2dd
Handle super admins for billing emails
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2025-05-06 14:14:57 -04:00
Zach Gollwitzer
5da4bb6dc3
Subscription tests and domain ( #2209 )
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* Save work
* Subscriptions and trials domain
* Store family ID on customer
* Remove indirection of stripe calls
* Test simplifications
* Update brakeman
* Fix stripe tests in CI
* Update billing page to show subscription details
* Remove legacy columns
* Complete billing settings page
* Fix hardcoded plan name
* Handle subscriptions for self hosting mode
* Lint fixes
2025-05-06 14:05:21 -04:00
Joseph Ho
8c10e87387
holding: Add multi-currency support for average costs calculations. ( #2153 )
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Fixes: #2051 .
2025-05-06 12:12:44 -04:00
Alex Hatzenbuhler
60c3a04a48
Add rule option to change transaction name ( #2175 )
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* Add change name rule for transaction
* Use HTML template in the ERB, clone and inject those templates from the stimulus controller
* Put back the ai_enabled check
* Update docs
* Example of what no case statement would look like
* Remove action_type and needs_value now that controller is injecting templates/hiding action target
* add "to" to template, improve no-option selection, ensure text box is cleared
2025-05-06 12:11:56 -04:00
Alex Hatzenbuhler
c0267d5665
Use icon helper for all-the-things ( #2191 )
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* Use icon helper for all-the-things
* Pass size and color to the icon from buttonish components directly
2025-05-06 12:08:18 -04:00
Zach Gollwitzer
0fdeebceb1
Fix bulk edit dialog form structure
2025-05-06 11:53:12 -04:00
Zach Gollwitzer
2e0794b8e1
Fix bulk editing
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2025-05-06 11:01:15 -04:00
Zach Gollwitzer
2000f05453
Match Plaid holding values on current day ( #2212 )
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* Match Plaid holding values on current day
* Fix chart timezone issue
* Add timezone tests for syncs
* Hide sidebars on trades test
2025-05-06 09:25:49 -04:00
Akshay Birajdar
470b753833
fix: Rule notification should not be triggered when category is unassigned ( #2214 )
2025-05-06 09:15:14 -04:00
Joseph Ho
fea1baeb1e
import: Align elements correctly while importing CSV. ( #2210 )
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2025-05-05 12:49:25 -04:00
Alex Hatzenbuhler
c022e862aa
Add ability to delete all tags ( #2200 )
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* Add ability to delete all tags
* Downcase resource for confirmation
* Clean up deletion resource names
* titleize button
2025-05-05 12:43:46 -04:00
dependabot[bot]
dcc43cb253
Bump ruby-lsp-rails from 0.4.1 to 0.4.2 ( #2206 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.4.1 to 0.4.2.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.1...v0.4.2 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-version: 0.4.2
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>
2025-05-05 12:40:15 -04:00
Hayden Bleasel
6e4d35d6ae
Update filled_icon_component.rb ( #2205 )
2025-05-05 12:40:06 -04:00
dependabot[bot]
98644f1b87
Bump plaid from 37.0.0 to 38.0.0 ( #2207 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 37.0.0 to 38.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v37.0.0...v38.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-version: 38.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-05-05 12:39:58 -04:00
dependabot[bot]
fc9961d420
Bump selenium-webdriver from 4.31.0 to 4.32.0 ( #2208 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.31.0 to 4.32.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.31.0...selenium-4.32.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.32.0
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>
2025-05-05 12:39:50 -04:00
Zach Gollwitzer
441f436187
Onboarding redirect tests and trial status bar ( #2197 )
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* Onboarding redirect tests and trial status bar
* use helper method
* Fix time tolerance failure
* Update post-onboarding message to be generic
* Disable turbo frames on Trial start button
* Update flash notice in test
2025-05-02 15:21:46 -04:00
Zach Gollwitzer
bc7e32deab
Fix event processor api
2025-05-02 12:05:50 -04:00
Zach Gollwitzer
a7a29b4780
Prevent ai icon shrinking
2025-05-02 11:42:09 -04:00
Zach Gollwitzer
1e1ed5ca45
Light / dark assistant icon
2025-05-02 11:36:32 -04:00
Zach Gollwitzer
793a5d2502
Fix Stripe event retrieval error
2025-05-02 10:09:23 -04:00
Zach Gollwitzer
84eb2c90d4
Fix self host onboarding
2025-05-02 09:34:48 -04:00
Zach Gollwitzer
1210a8f3a3
Update docker.md
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-05-02 08:52:19 -04:00
Zach Gollwitzer
752835f492
Fix transaction form account pre-filling and form styles
2025-05-02 08:45:17 -04:00
Zach Gollwitzer
a1d64d6c2e
Fix subdued text in transaction form
2025-05-02 08:23:37 -04:00
Zach Gollwitzer
c24ae1762f
Fix account value cutoff on mobile
2025-05-02 08:20:31 -04:00
Zach Gollwitzer
adc5bf58d7
Fix clean import dark mode styles
2025-05-02 08:15:12 -04:00
Zach Gollwitzer
0c79b335f1
Fix self hosted subscription redirect
2025-05-02 07:58:14 -04:00
Zach Gollwitzer
be0d51057d
Fix syntax error in account template
2025-05-02 07:54:12 -04:00
Alex Hatzenbuhler
cf72f1a387
Add assign merchant rule for transactions ( #2174 )
2025-05-02 07:30:31 -04:00
Josh Pigford
0946a1497a
Add conditional rendering for account links in transfers view
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- Implemented checks for the existence of accounts before rendering links in the transfers partial.
- Added error messaging for missing accounts to improve user feedback and prevent broken links.
2025-05-01 19:07:50 -05:00
Josh Pigford
aebbb9a3c1
Enhance institution_domain method in Account model
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- Improved error handling for invalid institution URLs by rescuing URI::InvalidURIError and logging a warning.
- Refactored the method to use safe navigation and streamline the URL parsing process.
2025-05-01 18:52:09 -05:00
Alex Hatzenbuhler
194dad702d
Fix initials + profile pictures ( #2186 )
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* Improve initials + profile pictures
* Change to url_options
2025-05-01 18:43:21 -04:00
Josh Pigford
17fa5413f6
Enhance onboarding logic to account for recent trial starts
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- Added a check to determine if a trial was started within the last few seconds, allowing for the assumption that onboarding was just completed even if the onboarded_at timestamp appears blank momentarily. This improves the user experience during onboarding transitions.
2025-05-01 17:14:59 -05:00
Josh Pigford
38b6e30bea
Add conditional rendering for sync all button in transactions index view
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- The "Dev only: Sync all" button is now only displayed in the development environment to prevent accidental usage in production.
2025-05-01 17:01:40 -05:00
Zach Gollwitzer
a51c4d2cba
New onboarding, trials, Stripe integration ( #2185 )
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* New onboarding, trials, Stripe integration
* Fix tests
* Lint fixes
* Fix subscription endpoints
2025-05-01 16:47:14 -04:00
Josh Pigford
79b4a3769b
Update mobile layout padding and navigation styles for better responsiveness
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- Adjusted padding for mobile sidebar to account for safe area insets.
- Modified main content and bottom navigation styles to enhance layout consistency on mobile devices.
2025-05-01 10:22:39 -05:00
Josh Pigford
9a291edbc8
Fix loading notification rendering and update loading component background class
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Fixes #2141
2025-05-01 09:38:51 -05:00
Zach Gollwitzer
d266b6a35e
Fix mobile settings nav styles
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2025-04-30 22:29:06 -04:00
Zach Gollwitzer
d8cf35eca7
Mobile layout fixes ( #2179 )
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* Consolidate safe area padding
* Fix chat overflow on mobile
2025-04-30 22:24:13 -04:00
Zach Gollwitzer
23adfb2ef0
Mobile console debugging
2025-04-30 21:01:02 -04:00
Zach Gollwitzer
ed8011f792
Add cache sweeper for components directory
2025-04-30 20:37:23 -04:00
Zach Gollwitzer
90a9546f32
Pre-launch design sync with Figma spec ( #2154 )
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* Add lookbook + viewcomponent, organize design system file
* Build menu component
* Button updates
* More button fixes
* Replace all menus with new ViewComponent
* Checkpoint: fix tests, all buttons and menus converted
* Split into Link and Button components for clarity
* Button cleanup
* Simplify custom confirmation configuration in views
* Finalize button, link component API
* Add toggle field to custom form builder + Component
* Basic tabs component
* Custom tabs, convert all menu / tab instances in app
* Gem updates
* Centralized icon helper
* Update all icon usage to central helper
* Lint fixes
* Centralize all disclosure instances
* Dialog replacements
* Consolidation of all dialog styles
* Test fixes
* Fix app layout issues, move to component with slots
* Layout simplification
* Flakey test fix
* Fix dashboard mobile issues
* Finalize homepage
* Lint fixes
* Fix shadows and borders in dark mode
* Fix tests
* Remove stale class
* Fix filled icon logic
* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
Josh Pigford
1aafed5f8b
Update error messages in Transfer model tests for clarity and conciseness
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2025-04-30 14:45:39 -05:00
Josh Pigford
47017a6432
Enhance account links in transfers view to handle missing accounts gracefully. Added conditional checks to display a warning message when account data is unavailable.
2025-04-30 14:29:33 -05:00
Josh Pigford
ae41b3de46
Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation
2025-04-30 14:20:09 -05:00
Zach Gollwitzer
d8e34cf791
Add tags to sync failures
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2025-04-28 15:54:12 -04:00
dependabot[bot]
e70295394a
Bump plaid from 36.1.0 to 37.0.0 ( #2163 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 36.1.0 to 37.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v36.1.0...v37.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-version: 37.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-28 15:07:05 -04:00
dependabot[bot]
8019a0b33c
Bump faraday from 2.13.0 to 2.13.1 ( #2166 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.13.0 to 2.13.1.
- [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/v2.13.0...v2.13.1 )
---
updated-dependencies:
- dependency-name: faraday
dependency-version: 2.13.1
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>
2025-04-28 15:06:54 -04:00
Let Avocado
fe578c8f08
add OPENAI_ACCESS_TOKEN to compose example ( #2168 )
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* add OPENAI_ACCESS_TOKEN to compose example
Signed-off-by: Let Avocado <letavocado@gmail.com>
* Update compose.example.yml
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
---------
Signed-off-by: Let Avocado <letavocado@gmail.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-04-28 15:06:29 -04:00
dependabot[bot]
9be0553b18
Bump octokit from 9.2.0 to 10.0.0 ( #2164 )
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Bumps [octokit](https://github.com/octokit/octokit.rb ) from 9.2.0 to 10.0.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v9.2.0...v10.0.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-version: 10.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-28 14:59:52 -04:00
dependabot[bot]
218040584d
Bump rqrcode from 2.2.0 to 3.0.0 ( #2162 )
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Bumps [rqrcode](https://github.com/whomwah/rqrcode ) from 2.2.0 to 3.0.0.
- [Release notes](https://github.com/whomwah/rqrcode/releases )
- [Changelog](https://github.com/whomwah/rqrcode/blob/main/CHANGELOG.md )
- [Commits](https://github.com/whomwah/rqrcode/compare/v2.2.0...v3.0.0 )
---
updated-dependencies:
- dependency-name: rqrcode
dependency-version: 3.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-28 14:59:21 -04:00
dependabot[bot]
90d491906e
Bump ruby-lsp-rails from 0.4.0 to 0.4.1 ( #2165 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.4.0 to 0.4.1.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.0...v0.4.1 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-version: 0.4.1
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>
2025-04-28 14:57:50 -04:00
dependabot[bot]
3370ae260d
Bump sidekiq from 8.0.2 to 8.0.3 ( #2167 )
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Bumps [sidekiq](https://github.com/sidekiq/sidekiq ) from 8.0.2 to 8.0.3.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md )
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.2...v8.0.3 )
---
updated-dependencies:
- dependency-name: sidekiq
dependency-version: 8.0.3
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>
2025-04-28 14:57:42 -04:00
Alex Hatzenbuhler
341a800b65
Improve dashboard/account charts and tooltips ( #2157 )
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* Improve net worth hover
* Improve graph tooltip
* Use locales files for some text on net worth and account charts
* Consolidate and simplify trend change between net worth and account charts
* Fix test and self-review stuff
* Clean up some stuff on the holding sidebar
2025-04-28 14:57:32 -04:00
Josh Pigford
e6b69c1f5c
Update README.md
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-04-28 09:03:19 -05:00
Diego Gasparis Escobedo
71bc51ca15
Fix: Filter categories by transaction type in forms ( #2082 )
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Changed transaction form to only display relevant categories based on transaction type (income or expense), improving usability and preventing misclassification. Created a shared transaction type tabs component for consistent navigation between expense, income, and transfer forms, providing a better user experience and reducing code duplication.
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-25 10:18:10 -04:00
Alex Hatzenbuhler
ce83418f0b
Improve theme selection ( #2152 )
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* Improve theme selectin
* Use HTML form labels and the existing auto-submit controller
2025-04-25 10:15:48 -04:00
Guilherme Mena
210b89cd17
Improve dark mode styles across multiple pages ( #2125 )
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* fix: improve dark mode readability across the app
* fix: improve dark mode support for asset percentage text
* fix: apply suggested patch for theme-related improvements
* chore: apply PR feedback – remove dark:, align with design tokens, update form builder
* chore: revert background token and restore original style for visual consistency
* chore: remove unnecessary class attributes from form fields using builder
* refactor: move number_field and date_field into metaprogramming block
* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary
* fix: apply requested changes and linting fixes
2025-04-23 09:42:30 -04:00
Alex Hatzenbuhler
47aeaf8cea
Add nice formatting for subtypes on account list ( #2138 )
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* Add nice formatting for subtypes on account list
* Fix rubocop linting errors
* Implement better mapping
* Fix rubocop linting
* Add short and long versions of subtypes
* Simplify subtype reference
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
* Simplify reference logic, add a small test
* Fix test
* Fix tests
---------
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-04-22 14:10:50 -04:00
Durgaswamy
db34f6d7a2
Fixes #2100 : this will fix the problem of text not visible in the modal when dark theme is set ( #2112 )
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* Fixes #2100 : added 'text-primary' in class , this will fix the problem of text not visible in dark theme inside the modals
* added text-primary in class for form fields
---------
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-22 09:06:52 -04:00
Zach Gollwitzer
b6cf6198f4
Fix html closing tag
2025-04-22 09:05:38 -04:00
Josh Pigford
a7dfafc907
Add Skylight gem for performance monitoring
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2025-04-21 08:10:04 -05:00
Josh Pigford
9b33e50b89
Update brakeman.ignore
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2025-04-20 20:31:20 -05:00
Josh Pigford
1b1add38f2
Enhance member removal process by destroying associated invitations and updating flash messages in ProfilesController. Add test to verify invitation deletion upon member removal.
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Fixes #2066
2025-04-20 20:15:49 -05:00
Joseph Ho
08091d24f9
UI: improve alignments with submit button & budget donut ( #2131 )
2025-04-20 20:06:54 -05:00
Zach Gollwitzer
21623eeb2d
Fix display for compound conditions
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2025-04-18 16:56:20 -04:00
Zach Gollwitzer
bcfbc4b324
Add more descriptive labels to rule rows
2025-04-18 16:37:10 -04:00
neo773
04ee1e73be
Fix dark mode support and improve notification/MFA UI ( #2126 )
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* Fix dark mode support and improve notification/MFA UI"
* hide auth tabs on mfa/verify
2025-04-18 13:56:44 -05:00
Zach Gollwitzer
79243822bd
Fix migration to handle duplicate merchants per family
2025-04-18 12:09:46 -04:00
Zach Gollwitzer
297a695d0f
Transaction rules engine V1 ( #1900 )
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* Domain model sketch
* Scaffold out rules domain
* Migrations
* Remove existing data enrichment for clean slate
* Sketch out business logic and basic tests
* Simplify rule scope building and action executions
* Get generator working again
* Basic implementation + tests
* Remove manual merchant management (rules will replace)
* Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0
.
* Family and Provider merchants model
* Fix brakeman warnings
* Fix notification loader
* Update notification position
* Add Rule action and condition registries
* Rule form with compound conditions and tests
* Split out notification types, add CTA type
* Rules form builder and Stimulus controller
* Clean up rule registry domain
* Clean up rules stimulus controller
* CTA message for rule when user changes transaction category
* Fix tests
* Lint updates
* Centralize notifications in Notifiable concern
* Implement category rule prompts with auto backoff and option to disable
* Fix layout bug caused by merge conflict
* Initialize rule with correct action for category CTA
* Add rule deletions, get rules working
* Complete dynamic rule form, split Stimulus controllers by resource
* Fix failing tests
* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Add re-apply rule action
* Rule confirm modal
* Run migrations
* Trigger rule notification after inline category updates
* Clean up rule styles
* Basic attribute locking for rules
* Apply attribute locks on user edits
* Log data enrichments, only apply rules to unlocked attributes
* Fix merge errors
* Additional merge conflict fixes
* Form UI improvements, ignore attribute locks on manual rule application
* Batch AI auto-categorization of transactions
* Auto merchant detection, ai enrichment in batches
* Fix Plaid merchant assignments
* Plaid category matching
* Cleanup 1
* Test cleanup
* Remove stale route
* Fix desktop chat UI issues
* Fix mobile nav styling issues
2025-04-18 11:39:58 -04:00
Josh Pigford
8edd7ecef0
Update general rules and UI/UX guidelines to clarify hardcoding strings in English for development speed and correct TailwindCSS usage examples.
2025-04-18 10:09:10 -05:00
Zach Gollwitzer
c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports ( #1947 )
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* Rough draft
* Schema conflict update
* Implement signage
* Update system tests
* Lint fixes
2025-04-18 10:48:10 -04:00
Josh Pigford
8cf077f28d
Update PWA logo references in manifest and head partials
2025-04-18 09:47:04 -05:00
Josh Pigford
8985592967
Fix for user menu dark mode text
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2025-04-18 09:21:57 -05:00
tonychen0110
d22a16d8de
Fix: Changing apply button text to respect theme so it is visible ( #2117 )
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Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:48:39 -05:00
Zach Gollwitzer
77a2d6a048
Proper error handling in Sync class
2025-04-18 09:46:49 -04:00
neo773
65e1bc6edd
Feature: Implement Mobile Responsiveness ( #2092 )
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* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* format
* WIP
* WIP
* WIP
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* WIP
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* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* fix conflict
* fix conflict
* chore: run rubocop
* fix test
* update PWA logo
* fix tests
* chore: lint
* fix test
* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
Luan Estradioto
6a21f26d2d
Fix: No comma when locality is empty (small fix) ( #2111 )
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* Fix: No comma when locality is empty
* better cleanup on address string
* fix test to one-liner
* add more testing
2025-04-16 20:26:45 -05:00
Zach Gollwitzer
298e150f43
Fix stale model reference
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2025-04-14 12:51:38 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup ( #2110 )
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* Flatten Holding model
* Flatten balance model
* Entries domain renames
* Fix valuations reference
* Fix trades stream
* Fix brakeman warnings
* Fix tests
* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Joseph Ho
f181ba941f
loan: Set the first valuation as the original principal. ( #2088 )
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Fix: #1645 .
2025-04-14 09:09:25 -04:00
dependabot[bot]
5cb2183bdf
Bump stripe from 14.0.0 to 15.0.0 ( #2105 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 14.0.0 to 15.0.0.
- [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/v14.0.0...v15.0.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-version: 15.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:41 -04:00
dependabot[bot]
6f70a54d6f
Bump faraday from 2.12.2 to 2.13.0 ( #2106 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.2 to 2.13.0.
- [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/v2.12.2...v2.13.0 )
---
updated-dependencies:
- dependency-name: faraday
dependency-version: 2.13.0
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:33 -04:00
Tony Vincent
f235697178
Fix: Fix unalble to reject automatched transfers ( #2102 )
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:25 -04:00
dependabot[bot]
e517127062
Bump csv from 3.3.3 to 3.3.4 ( #2107 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.3 to 3.3.4.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.3...v3.3.4 )
---
updated-dependencies:
- dependency-name: csv
dependency-version: 3.3.4
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 08:52:30 -04:00
busybox
b06fd1edf0
Small count fix in hosting section ( #2094 )
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Signed-off-by: busybox <29630035+busybox11@users.noreply.github.com>
2025-04-14 08:47:54 -04:00
Zach Gollwitzer
1e01840fee
Chromium E2E test fixes ( #2108 )
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* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Remove unrelated schema changes
2025-04-14 08:41:49 -04:00
Tony Vincent
48c8499b70
Add tags selection and notes input to new transaction form ( #2008 )
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* feat: Add tags selection and notes input to new transaction form
* feat: Add tag selection to transactions bulk update form
2025-04-11 12:14:21 -04:00
Zach Gollwitzer
8648f11413
Sync hierarchy updates ( #2087 )
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* Add parent sync orchestration
* Pass sync object to dependents
2025-04-11 12:13:46 -04:00
Zach Gollwitzer
9fa3698823
Bump to v0.5.0
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-04-11 11:57:02 -04:00
Josh Pigford
88a6373e84
Implement dark mode ( #2078 )
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* User theme settings
* Initial rough pass on colors
* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
52d170e36c
Mobile responsive template preparation ( #2071 )
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* Mobile responsive template
* Fix sidebar mobile conflict
* Lint fix
2025-04-09 12:42:46 -04:00
Akshay Birajdar
2bc3887262
Fix currency symbol for Uncategorized budget to match budget currency ( #2058 )
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Previously, the symbol for the 'Uncategorized' segment defaulted to `$`, which is incorrect for non-USD budgets. This change ensures the correct currency symbol is shown based on the budget's currency.
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 12:02:05 -04:00
dependabot[bot]
0da057b792
Bump sidekiq from 8.0.1 to 8.0.2 ( #2059 )
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Bumps [sidekiq](https://github.com/sidekiq/sidekiq ) from 8.0.1 to 8.0.2.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md )
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.1...v8.0.2 )
---
updated-dependencies:
- dependency-name: sidekiq
dependency-version: 8.0.2
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:48:14 -04:00
dependabot[bot]
0e1c902b63
Bump selenium-webdriver from 4.30.1 to 4.31.0 ( #2060 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.30.1 to 4.31.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.31.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.31.0
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:53 -04:00
dependabot[bot]
bb0f0239fb
Bump faraday-retry from 2.3.0 to 2.3.1 ( #2061 )
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Bumps [faraday-retry](https://github.com/lostisland/faraday-retry ) from 2.3.0 to 2.3.1.
- [Release notes](https://github.com/lostisland/faraday-retry/releases )
- [Changelog](https://github.com/lostisland/faraday-retry/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday-retry/compare/v2.3.0...v2.3.1 )
---
updated-dependencies:
- dependency-name: faraday-retry
dependency-version: 2.3.1
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:46 -04:00
dependabot[bot]
e6c1c5f368
Bump vernier from 1.6.0 to 1.7.0 ( #2062 )
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Bumps [vernier](https://github.com/jhawthorn/vernier ) from 1.6.0 to 1.7.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases )
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.6.0...v1.7.0 )
---
updated-dependencies:
- dependency-name: vernier
dependency-version: 1.7.0
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:36 -04:00
dependabot[bot]
02bbeeaec5
Bump stripe from 13.5.0 to 14.0.0 ( #2063 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.5.0 to 14.0.0.
- [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/v13.5.0...v14.0.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-version: 14.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:25:49 -04:00
dependabot[bot]
1649e991b4
Bump brakeman from 7.0.1 to 7.0.2 ( #2064 )
...
Bumps [brakeman](https://github.com/presidentbeef/brakeman ) from 7.0.1 to 7.0.2.
- [Release notes](https://github.com/presidentbeef/brakeman/releases )
- [Changelog](https://github.com/presidentbeef/brakeman/blob/main/CHANGES.md )
- [Commits](https://github.com/presidentbeef/brakeman/compare/v7.0.1...v7.0.2 )
---
updated-dependencies:
- dependency-name: brakeman
dependency-version: 7.0.2
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>
2025-04-08 11:00:11 -04:00
Akshay Birajdar
7096eefa2b
Fix transfers#update to save notes ( #2053 )
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2025-04-04 12:15:47 -04:00
Zach Gollwitzer
4c72231312
Update brakeman
2025-04-04 12:15:10 -04:00
Joseph Ho
d86ccd36b6
provider: Ensure data provider exist before fetching for price. ( #2045 )
2025-04-04 12:14:28 -04:00
Zach Gollwitzer
02bfa9f251
Fix AI sidebar overflow when user hasn't enabled or created a chat yet ( #2044 )
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2025-04-01 14:36:34 -04:00
Josh Pigford
f2020a816a
Apparently capitalization matters
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2025-04-01 08:21:46 -05:00
dependabot[bot]
5f2a031d4c
Bump ruby-openai from 8.0.0 to 8.1.0 ( #2036 )
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Bumps [ruby-openai](https://github.com/alexrudall/ruby-openai ) from 8.0.0 to 8.1.0.
- [Release notes](https://github.com/alexrudall/ruby-openai/releases )
- [Changelog](https://github.com/alexrudall/ruby-openai/blob/main/CHANGELOG.md )
- [Commits](https://github.com/alexrudall/ruby-openai/compare/v8.0.0...v8.1.0 )
---
updated-dependencies:
- dependency-name: ruby-openai
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>
2025-04-01 09:11:56 -04:00
Zach Gollwitzer
939244bd3e
Use faraday retry, move retry logic to concrete provider level ( #2042 )
2025-04-01 08:41:49 -04:00
Joseph Ho
0a17b84566
perf(imports): Bulk import CSV trades ( #2040 )
2025-04-01 07:58:49 -04:00
Zach Gollwitzer
5cf758bd03
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities ( #2039 )
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* Start refactor
* Interface updates
* Rework Assistant, Provider, and tests for better domain boundaries
* Consolidate and simplify OpenAI provider and provider concepts
* Clean up assistant streaming
* Improve assistant message orchestration logic
* Clean up "thinking" UI interactions
* Remove stale class
* Regenerate VCR test responses
2025-04-01 07:21:54 -04:00
Josh Pigford
6331788b33
Update Intercom configuration to use symbol keys for custom data attributes
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2025-03-31 09:39:17 -05:00
Josh Pigford
83bee295ca
Add custom data to Intercom configuration
2025-03-31 09:02:25 -05:00
Zach Gollwitzer
dc17a0a298
Make provider errors more specific
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2025-03-28 17:53:04 -04:00
Zach Gollwitzer
29f445d75e
Fix security search
2025-03-28 17:34:29 -04:00
Zach Gollwitzer
9fadfe074b
Disable turbo on onboarding form
2025-03-28 17:24:17 -04:00
Josh Pigford
2a505b000c
Fix for unnecessary CSS file
2025-03-28 15:35:26 -05:00
Josh Pigford
36a66baf00
Slight adjustments to AI prompt
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2025-03-28 15:30:11 -05:00
Zach Gollwitzer
67716f3006
Add default queue as fallback
2025-03-28 13:29:56 -04:00
Zach Gollwitzer
1061aacb0f
Set AI queue
2025-03-28 13:27:50 -04:00
Zach Gollwitzer
2f6b11c18f
Personal finance AI (v1) ( #2022 )
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* AI sidebar
* Add chat and message models with associations
* Implement AI chat functionality with sidebar and messaging system
- Add chat and messages controllers
- Create chat and message views
- Implement chat-related routes
- Add message broadcasting and user interactions
- Update application layout to support chat sidebar
- Enhance user model with initials method
* Refactor AI sidebar with enhanced chat menu and interactions
- Update sidebar layout with dynamic width and improved responsiveness
- Add new chat menu Stimulus controller for toggling between chat and chat list views
- Improve chat list display with recent chats and empty state
- Extract AI avatar to a partial for reusability
- Enhance message display and interaction styling
- Add more contextual buttons and interaction hints
* Improve chat scroll behavior and message styling
- Refactor chat scroll functionality with Stimulus controller
- Optimize message scrolling in chat views
- Update message styling for better visual hierarchy
- Enhance chat container layout with flex and auto-scroll
- Simplify message rendering across different chat views
* Extract AI avatar to a shared partial for consistent styling
- Refactor AI avatar rendering across chat views
- Replace hardcoded avatar markup with a reusable partial
- Simplify avatar display in chats and messages views
* Update sidebar controller to handle right panel width dynamically
- Add conditional width class for right sidebar panel
- Ensure consistent sidebar toggle behavior for both left and right panels
- Use specific width class for right panel (w-[375px])
* Refactor chat form and AI greeting with flexible partials
- Extract message form to a reusable partial with dynamic context support
- Create flexible AI greeting partial for consistent welcome messages
- Simplify chat and sidebar views by leveraging new partials
- Add support for different form scenarios (chat, new chat, sidebar)
- Improve code modularity and reduce duplication
* Add chat clearing functionality with dynamic menu options
- Implement clear chat action in ChatsController
- Add clear chat route to support clearing messages
- Update AI sidebar with dropdown menu for chat actions
- Preserve system message when clearing chat
- Enhance chat interaction with new menu options
* Add frontmatter to project structure documentation
- Create initial frontmatter for structure.mdc file
- Include description and configuration options
- Prepare for potential dynamic documentation rendering
* Update general project rules with additional guidelines
- Add rule for using `Current.family` instead of `current_family`
- Include new guidelines for testing, API routes, and solution approach
- Expand project-specific rules for more consistent development practices
* Add OpenAI gem and AI-friendly data representations
- Add `ruby-openai` gem for AI integration
- Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement
- Include Promptable module in both models
- Add savings rate calculation method in IncomeStatement
- Prepare financial models for AI-powered insights and interactions
* Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities
- Implement comprehensive AI financial query system with function-based interactions
- Add detailed debug logging for AI responses and function calls
- Extend BalanceSheet and IncomeStatement models with AI-friendly methods
- Create robust error handling and fallback mechanisms for AI queries
- Update chat and message views to support debug mode and enhanced rendering
- Add AI query routes and initial test coverage for financial assistant
* Refactor AI sidebar and chat layout with improved structure and comments
- Remove inline AI chat from application layout
- Enhance AI sidebar with more semantic HTML structure
- Add descriptive comments to clarify different sections of chat view
- Improve flex layout and scrolling behavior in chat messages container
- Optimize message rendering with more explicit class names and structure
* Add Markdown rendering support for AI chat messages
- Implement `markdown` helper method in ApplicationHelper using Redcarpet
- Update message view to render AI messages with Markdown formatting
- Add comprehensive Markdown rendering options (tables, code blocks, links)
- Enhance AI Financial Assistant prompt to encourage Markdown usage
- Remove commented Markdown CSS in Tailwind application stylesheet
* Missing comma
* Enhance AI response processing with chat history context
* Improve AI debug logging with payload size limits and internal message flag
* Enhance AI chat interaction with improved thinking indicator and scrolling behavior
* Add AI consent and enable/disable functionality for AI chat
* Upgrade Biome and refactor JavaScript template literals
- Update @biomejs/biome to latest version with caret (^) notation
- Refactor AI query and chat controllers to use template literals
- Standardize npm scripts formatting in package.json
* Add beta testing usage note to AI consent modal
* Update test fixtures and configurations for AI chat functionality
- Add family association to chat fixtures and tests
- Set consistent password digest for test users
- Enable AI for test users
- Add OpenAI access token for test environment
- Update chat and user model tests to include family context
* Simplify data model and get tests passing
* Remove structure.mdc from version control
* Integrate AI chat styles into existing prose pattern
* Match Figma design spec, implement Turbo frames and actions for chats controller
* AI rules refresh
* Consolidate Stimulus controllers, thinking state, controllers, and views
* Naming, domain alignment
* Reset migrations
* Improve data model to support tool calls and message types
* Tool calling tests and fixtures
* Tool call implementation and test
* Get assistant test working again
* Test updates
* Process tool calls within provider
* Chat UI back to working state again
* Remove stale code
* Tests passing
* Update openai class naming to avoid conflicts
* Reconfigure test env
* Rebuild gemfile
* Fix naming conflicts for ChatResponse
* Message styles
* Use OpenAI conversation state management
* Assistant function base implementation
* Add back thinking messages, clean up error handling for chat
* Fix sync error when security price has bad data from provider
* Add balance sheet function to assistant
* Add better function calling error visibility
* Add income statement function
* Simplify and clean up "thinking" interactions with Turbo frames
* Remove stale data definitions from functions
* Ensure VCR fixtures working with latest code
* basic stream implementation
* Get streaming working
* Make AI sidebar wider when left sidebar is collapsed
* Get tests working with streaming responses
* Centralize provider error handling
* Provider data boundaries
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-03-28 13:08:22 -04:00
Joseph Ho
8e6b81af77
bug: Use correct currency value while setting the currency. ( #2018 )
...
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Fixes: #1754 .
2025-03-24 10:06:29 -04:00
dependabot[bot]
9f062de6b4
Bump selenium-webdriver from 4.29.1 to 4.30.1 ( #2020 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.29.1 to 4.30.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
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2025-03-24 10:06:18 -04:00
dependabot[bot]
3dfdd0aea5
Bump vernier from 1.5.0 to 1.6.0 ( #2019 )
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Bumps [vernier](https://github.com/jhawthorn/vernier ) from 1.5.0 to 1.6.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases )
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.5.0...v1.6.0 )
---
updated-dependencies:
- dependency-name: vernier
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-03-24 10:06:05 -04:00
dependabot[bot]
86431e79a3
Bump csv from 3.3.2 to 3.3.3 ( #2021 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.2 to 3.3.3.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.2...v3.3.3 )
---
updated-dependencies:
- dependency-name: csv
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-03-24 10:03:22 -04:00
Joseph Ho
54f5a44a60
devContainer: Use Redis for ActiveJob and ActionCable. ( #2017 )
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* devContainer: Use Redis for ActiveJob and ActionCable
* devContainer: Simplify environment variables for services.
* devContainer: Remove version field as it's no longer required in Compose.
2025-03-24 10:00:42 -04:00
Joseph Ho
b41897b5e5
import: Bulk import transaction data. ( #1962 )
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Fixes: #1846 .
2025-03-24 09:59:27 -04:00
Nick Ostrovsky
f8d64561cf
Fix Account Groups wrapping in Balace Sheet ( #2010 )
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2025-03-21 13:18:12 -04:00
Tony Vincent
5a8074c7ee
fix: Fix incorrect entry sorting in activity view ( #2006 )
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2025-03-21 10:32:05 -04:00
Zach Gollwitzer
9122eafd31
Update issue templates
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2025-03-19 14:05:00 -04:00
Zach Gollwitzer
19cc63c8f4
Use Redis for ActiveJob and ActionCable ( #2004 )
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* Use Redis for ActiveJob and ActionCable
* Fix alwaysApply setting
* Update queue names and weights
* Tweak weights
* Update job queues
* Update docker setup guide
* Remove deprecated upgrade columns from users table
* Refactor Redis configuration for Sidekiq and caching in production environment
* Add Sidekiq Sentry monitoring
* queue naming fix
* Clean up schema
2025-03-19 12:36:16 -04:00
Vaibhav Agrawal
a7db914005
Update security price query in demo generator ( #2000 )
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2025-03-19 08:49:30 -04:00
Zach Gollwitzer
06468a05b1
Update default DB pool size
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2025-03-17 20:04:38 -04:00
Zach Gollwitzer
087dd720c1
Report ActionCable errors to Sentry
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2025-03-17 17:26:19 -04:00
Zach Gollwitzer
78baf2b327
Update deps
2025-03-17 13:04:59 -04:00
dependabot[bot]
56203b04d3
Bump sentry-rails from 5.22.4 to 5.23.0 ( #1996 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.4 to 5.23.0.
- [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/5.22.4...5.23.0 )
---
updated-dependencies:
- dependency-name: sentry-rails
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>
2025-03-17 11:55:07 -04:00
Zach Gollwitzer
f65b93a352
Data provider simplification, tests, and documentation ( #1997 )
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* Ignore env.test from source control
* Simplification of providers interface
* Synth tests
* Update money to use new find rates method
* Remove unused issues code
* Additional issue feature removals
* Update price data fetching and tests
* Update documentation for providers
* Security test fixes
* Fix self host test
* Update synth usage data access
* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
Zach Gollwitzer
dd75cadebc
Fix transaction filters when transfers are present ( #1986 )
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* Proper filtering of transfers in search
* Fix transaction search
2025-03-11 15:38:45 -04:00
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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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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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
...
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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
...
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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 )
...
* 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
Harshit Chaudhary
f7064fd4dd
fixed example account balance ( #1910 )
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2025-02-26 15:13:51 -05:00
Zach Gollwitzer
c610b0ba4b
Dashboard design fixes ( #1898 )
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* Dashboard design fixes
* Update dashboard greeting
* Remove sidebar toggle from settings breadcrumbs
* Autofocus and outlines for category dropdowns
* Lint fixes
2025-02-25 17:28:40 -05:00
Josh Pigford
a4874815a6
Add breadcrumbs support across application ( #1897 )
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* Add breadcrumbs support across application
Fixes #1896
* Potential fix for tests
* Simplify breadcrumbs implementation
Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name
* Refactor page header and breadcrumbs rendering
Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs
* Add fallback breadcrumbs rendering to settings layout
2025-02-25 10:14:07 -06:00
Josh Pigford
763e222cdd
Add Sentry user context to authentication concern
2025-02-25 08:48:26 -06:00
Josh Pigford
e8390a68d8
Reduce Sentry sampling rates for performance monitoring
2025-02-25 08:44:13 -06:00
Josh Pigford
0e76d753bd
Replace StackProf with Vernier for performance profiling
2025-02-25 08:37:51 -06:00
Zach Gollwitzer
f5ff5332d5
Fix parent category sums in budget ( #1894 )
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2025-02-24 12:51:13 -05:00
Zach Gollwitzer
0dea36ec7d
Fix bulk edit drawer height
2025-02-24 12:48:03 -05:00
Syed Bariman Jan
95989a6c9b
Add new category flow ( #1857 )
...
* resolve git issue
* Add new category flow
* Improve contrast checker
* make error message small
* update ui to match figma design
* realign color picker
* changes
* rename color picker controller to new category controller
* cleanup code
* cleanup code
* resize and realign icon avatar
* Fix js lint errors
Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>
---------
Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>
2025-02-24 11:08:05 -05:00
dependabot[bot]
ac9703031f
Bump plaid from 36.0.0 to 36.1.0 ( #1891 )
...
Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 36.0.0 to 36.1.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v36.0.0...v36.1.0 )
---
updated-dependencies:
- dependency-name: plaid
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>
2025-02-24 10:01:41 -05:00
dependabot[bot]
457e7062bf
Bump selenium-webdriver from 4.28.0 to 4.29.1 ( #1892 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.28.0 to 4.29.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits )
---
updated-dependencies:
- dependency-name: selenium-webdriver
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>
2025-02-24 10:01:05 -05:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports ( #1822 )
...
* Add exchange and currency fields to trade imports
* Add exchange_operating_mic support for trade imports - Added required columns and updated models
* refactor: remove exchange and currency columns
* fix: consolidate import schema and remove redundant columns
* feat: Enhance trade import with exchange_operating_mic support
* Revert changes to existing migration
* Simplify migration to use change method
* Restore previously deleted migration
* Remove unused import_col_labels method
* Update schema.rb after running migrations
* Update trade_import.rb and fix schema.rb with db:migrate:reset
* fix: improve trade import security creation
---------
Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00
Zach Gollwitzer
fd95f8d2bd
Drop linux/arm/v7 support
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linux/arm/v7 is not compatible with the latest Tailwind package + takes a significant amount of time when using buildx. Most Raspberry Pi OS now run on 64 bit ARM architecture, so we should still have significant coverage with linux/amd + linux/arm builds.
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 17:12:06 -05:00
Zach Gollwitzer
da668f3dc0
Bump to v0.4.1
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 14:19:50 -05:00
Zach Gollwitzer
cc11fec08a
Add git to Dockerfile for self hosted versioning info
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 13:40:16 -05:00
Josh Pigford
ce12e5b5c7
Remove inter-font from early access layout
2025-02-21 11:45:57 -06:00
Zach Gollwitzer
f96bb84c4c
Bump to v0.4.0
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 12:39:49 -05:00
Zach Gollwitzer
d75be2282b
New Design System + Codebase Refresh ( #1823 )
...
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.
Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:
- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
2025-02-21 11:57:59 -05:00
Zach Gollwitzer
8539ac7dec
Fix import configuration failures ( #1876 )
2025-02-21 08:58:06 -05:00
Tony Vincent
c620d1fc1e
fix: Ghost subcategories when parent category is deleted ( #1874 )
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2025-02-20 09:03:30 -05:00
dependabot[bot]
79e1a2c0ff
Bump logtail-rails from 0.2.9 to 0.2.10 ( #1866 )
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Bumps [logtail-rails](https://github.com/logtail/logtail-ruby-rails ) from 0.2.9 to 0.2.10.
- [Release notes](https://github.com/logtail/logtail-ruby-rails/releases )
- [Changelog](https://github.com/logtail/logtail-ruby-rails/blob/main/README.md )
- [Commits](https://github.com/logtail/logtail-ruby-rails/compare/v0.2.9...v0.2.10 )
---
updated-dependencies:
- dependency-name: logtail-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>
2025-02-17 14:43:19 -05:00
dependabot[bot]
e9b29f6726
Bump image_processing from 1.13.0 to 1.14.0 ( #1865 )
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Bumps [image_processing](https://github.com/janko/image_processing ) from 1.13.0 to 1.14.0.
- [Changelog](https://github.com/janko/image_processing/blob/master/CHANGELOG.md )
- [Commits](https://github.com/janko/image_processing/compare/v1.13.0...v1.14.0 )
---
updated-dependencies:
- dependency-name: image_processing
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>
2025-02-17 11:43:04 -05:00
dependabot[bot]
1b1e06070b
Bump plaid from 35.1.0 to 36.0.0 ( #1867 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 35.1.0 to 36.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v35.1.0...v36.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-17 11:42:42 -05:00
Tony Vincent
f35b70e936
fix: Transfers should always total to zero ( #1859 )
2025-02-17 11:42:30 -05:00
Zach Gollwitzer
8e339dcbe0
Dockerfile fixes
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-13 17:24:24 -05:00
Zach Gollwitzer
366862fee1
Fix bootsnap hanging in CI
2025-02-13 15:32:51 -05:00
Zach Gollwitzer
73f826fdf2
Split Dockerfile build commands for more clarity in CI
2025-02-13 15:04:15 -05:00
Zach Gollwitzer
999f1c5190
Fix font resolution paths
2025-02-13 14:58:11 -05:00
Zach Gollwitzer
849c58dd3e
Maybe Design System Updates ( #1856 )
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* Add geist font
* Design system css file
* Add cursor ui/ux rules
* Add shadows and shadow borders
* Replace primitives with tokens for common text and backgrounds
* Organize css
* Update switch and checkbox class names
* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
c0e290a07e
Add max time to Docker publish
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-12 15:07:24 -05:00
Josh Pigford
f1f2e103ce
Enhance Plaid connection management with re-authentication and error handling ( #1854 )
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* Enhance Plaid connection management with re-authentication and error handling
- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states
* Remove redundant 'reconnect' localization for Plaid items
2025-02-12 12:59:35 -06:00
Zach Gollwitzer
08a2d35308
Fix off-center modals
2025-02-12 11:57:31 -05:00
Zach Gollwitzer
a82c0303ce
Upgrade to Tailwind v4 ( #1853 )
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* Upgrade to Tailwind v4
* Update max width classes
* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
Josh Pigford
945a39d035
Add manual entry option for two-factor authentication setup
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2025-02-12 09:15:00 -06:00
Marvin M
d31d5c5467
fix: liabilities favorable direction is "down" ( #1849 )
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2025-02-11 15:18:22 -05:00
Josh Pigford
ab7f6a56f0
Enhance securities de-duplication task
2025-02-11 11:11:14 -06:00
Josh Pigford
68d7cb5de6
Enhance security information retrieval and handling ( #1826 )
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* Enhance security information retrieval and handling
- Add support for operating MIC codes in security info fetching
- Update security uniqueness validation to handle unknown securities
- Improve security creation and update logic in Plaid investment sync
- Update combobox and view components to handle operating MIC codes
- Add unknown flag for securities with incomplete information
* Update schema.rb
* Refactor the need for mic codes
* Don't fetch prices unless a security has the necessary mic code
* Deduplication
* Lint
* Update Securities and Plaid Investment Sync
- Modify PlaidInvestmentSync to return plaid_security for USD cash
- Add non-null constraint to Securities ticker column
- Update Securities fixture to use exchange_operating_mic instead of exchange_mic
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-02-11 10:40:30 -06:00
Paul Imoke
fb6c6fa6bb
fix: subcategories are not properly handled for budget allocations ( #1844 )
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* fix: `allocated_spending` logic
* fix: subcategories exceeding parent limit
* refactor: budget allocations and max allocation logic
* feat: add stream for budget category form validation
* feat: update uncategorized value via stream, refactor confirm button with stream
* fix: ensure live updates for parent & sibling budgets in Turbo Stream
* fix: lint issues
2025-02-11 09:28:06 -05:00
Daniel Esteves
077694bbde
feat(import): add currency and number format support for CSV imports ( #1819 )
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* feat(import): add currency and number format support for CSV imports
* feat(import): add currency and format for mint and trade
* fix(imports): remove currency field in favor of currency csv col
* fix(imports): remove validate column from import model
* test(import): add some tests for imports
* test(import): add some tests for generate_rows_from_csv
* fix: change method name for import model
* fix: change before validation
---------
Co-authored-by: danestves <danestves@users.noreply.github.com>
2025-02-10 15:31:28 -05:00
dependabot[bot]
9e5f1574bc
Bump sentry-rails from 5.22.3 to 5.22.4 ( #1840 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.3 to 5.22.4.
- [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/5.22.3...5.22.4 )
---
updated-dependencies:
- dependency-name: sentry-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>
2025-02-10 12:28:53 -05:00
dependabot[bot]
26197eda85
Bump webmock from 3.24.0 to 3.25.0 ( #1839 )
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Bumps [webmock](https://github.com/bblimke/webmock ) from 3.24.0 to 3.25.0.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md )
- [Commits](https://github.com/bblimke/webmock/compare/v3.24.0...v3.25.0 )
---
updated-dependencies:
- dependency-name: webmock
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>
2025-02-10 12:22:33 -05:00
dependabot[bot]
1dbf1ad74e
Bump sentry-ruby from 5.22.3 to 5.22.4 ( #1841 )
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Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.22.3 to 5.22.4.
- [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/5.22.3...5.22.4 )
---
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>
2025-02-10 12:22:20 -05:00
dependabot[bot]
ab632cf0be
Bump ruby-lsp-rails from 0.3.31 to 0.4.0 ( #1842 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.31 to 0.4.0.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.31...v0.4.0 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
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>
2025-02-10 12:22:10 -05:00
dependabot[bot]
2b83fc787f
Bump good_job from 4.8.2 to 4.9.0 ( #1843 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.8.2 to 4.9.0.
- [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/v4.8.2...v4.9.0 )
---
updated-dependencies:
- dependency-name: good_job
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>
2025-02-10 11:32:44 -05:00
Zach Gollwitzer
536c82f2aa
Feature: Add the ability to "revert" a CSV import ( #1814 )
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* Allow reverting imports
* Fix tests
* Add currency column to all imports
* Don't auto-enrich demo account
2025-02-07 15:36:05 -05:00
Josh Pigford
60925bd16c
Remove redundant amount validation from Account Holding model
2025-02-07 10:58:41 -06:00
Josh Pigford
cf23673003
Fix Account Holding validation and synchronization ( #1818 )
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* Fix Account Holding validation and synchronization
Fixes #1781
- Add comprehensive validations for Account::Holding
- Implement validation to ensure amount matches qty * price
- Update Account::Syncer to include qty and price during synchronization
- Add database constraints for holding attributes and calculations
* Remove database check constraints for Account Holdings
Align with project convention of keeping complex validations in ActiveRecord
- Remove database-level check constraints for quantity, price, and amount
- Maintain database-level null and unique constraints
- Prepare for more flexible validation in the model layer
2025-02-07 10:42:01 -06:00
Zach Gollwitzer
0dc25cda22
Plaid EU webhooks migration task ( #1825 )
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* Add data migration for EU Plaid webhooks
* Fix task
2025-02-07 11:09:38 -05:00
Zach Gollwitzer
5eb5ec7aef
fix: Plaid webhook verification ( #1824 )
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* Fix Plaid webhook verification
* Fix client creation in webhook controller
2025-02-07 10:35:42 -05:00
Zach Gollwitzer
331de2f997
Capture webhook errors in Sentry
2025-02-07 09:54:15 -05:00
Josh Pigford
972c850d27
MFA qr code fix
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2025-02-06 15:26:50 -06:00
Josh Pigford
78e34d68e9
fix: Format budget estimated income and spending with two decimal places
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2025-02-06 14:40:58 -06:00
Josh Pigford
21dc4b80f3
fix: Round average monthly budget to two decimal places
2025-02-06 14:35:42 -06:00
Josh Pigford
842e37658c
Multi-factor authentication ( #1817 )
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* Initial pass
* Tests for MFA and locale cleanup
* Brakeman
* Update two-factor authentication status styling
* Update app/models/user.rb
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Refactor MFA verification and session handling in tests
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-02-06 14:16:53 -06:00
Josh Pigford
7ba9063e04
feat: Add institution details to Plaid items ( #1816 )
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* feat: Add institution details to Plaid items
- Fetch and store institution URL, ID, and primary color for Plaid items
- Update PlaidItem model to retrieve and save institution metadata
- Add new method in Plaid provider to get institution details
- Update account logo view to use institution domain for logo generation
* Add institution domain method to Account model
- Extract institution domain logic from view to Account model
- Simplify logo view by using new institution_domain method
- Improve code reusability and separation of concerns
2025-02-06 08:57:24 -06:00
Marvin M
df5f4c83fe
fix: Save completely allocated budget ( #1811 )
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Signed-off-by: Marvin M <39344769+M123-dev@users.noreply.github.com>
2025-02-05 13:20:19 -05:00
Josh Pigford
e3ef1dd6b4
Increase profile image size limit
2025-02-05 12:04:24 -06:00
Josh Pigford
4aba9d1c0b
Add scope to filter transactions from active accounts ( #1810 )
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* Add scope to filter transactions from active accounts
* Add test for transfer match candidates with active accounts
* Refactor active account filtering for transactions and entries
2025-02-05 11:52:44 -06:00
Josh Pigford
cf014bc24f
Reduce Sentry sample rate
2025-02-05 11:33:59 -06:00
Josh Pigford
90f1ff8a0b
Increase limit on ticker search
2025-02-05 11:02:12 -06:00
Josh Pigford
b84a33c09d
Refactor transaction enrichment to support batch processing ( #1803 )
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* Refactor transaction enrichment to support batch processing
- Add method to enrich transactions in batches
- Implement job scheduling for unenriched transactions
- Improve logging and error handling for transaction enrichment
* Re-enable enrichment
* Fix transaction enrichment query to use correct table references
- Update queries to explicitly join and reference account_entries and account_transactions tables
- Remove unnecessary name presence check before enrichment
- Improve query precision for unenriched transaction selection
* Optimize transaction enrichment query joins
- Refactor database joins to use explicit table references
- Improve query performance for unenriched transaction selection
- Ensure correct table aliasing in enrichment methods
* Remove deprecated data enrichment job and method
- Delete EnrichDataJob as it's no longer used
- Remove `enrich_data_later` method from Account model
- Update Account::Syncer to directly call `enrich_data` instead of scheduling a job
2025-02-05 10:34:28 -06:00
Zach Gollwitzer
abd932c894
Update issue templates
2025-02-05 10:57:33 -05:00
Zach Gollwitzer
5b083c9e33
Fix budget allocation forms from resetting and clearing data on slow networks ( #1804 )
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* First pass
* Fix null constraint bug for budget category assignment
* Fix autofocus reset when allocating budget
* Lint fix
2025-02-05 09:09:38 -05:00
Josh Pigford
f498212b2d
Add migration generation guideline to project conventions
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2025-02-04 20:25:19 -06:00
Saleh Almatrafi
37aab45c19
Fix incorrect currency assignment for stock prices #1623 ( #1798 )
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2025-02-04 14:27:00 -05:00
Zach Gollwitzer
c9c5eb315a
Split family and Plaid item syncs into multiple jobs ( #1799 )
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* Split family and Plaid item syncs into multiple jobs
* fix test expectations
2025-02-04 14:22:44 -05:00
Zach Gollwitzer
75c8627577
Temporarily disable data enrichment jobs until optimized
2025-02-04 13:54:14 -05:00
Zach Gollwitzer
15e8281d46
Remove thread allocation from catch-all queue
2025-02-04 13:39:52 -05:00
Zach Gollwitzer
283d9cd8e2
Fix GoodJob config syntax
2025-02-04 13:29:27 -05:00
Zach Gollwitzer
3e06017ae1
Use correct config scope for GoodJob
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-04 13:21:10 -05:00
Josh Pigford
058830591f
Increase database connection pool size
2025-02-04 12:07:46 -06:00
Josh Pigford
32d826c047
Increase good_job threads
2025-02-04 12:06:05 -06:00
Josh Pigford
bdec61f312
Improve HoldingCalculator Security Preloading
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- Include securities from both trades and current holdings
- Ensure unique securities are preloaded
- Enhance logging for preloaded securities
2025-02-04 11:02:50 -06:00
Zach Gollwitzer
9c846e7de4
Fix crypto.randomUUID errors when adding holdings ( #1795 )
2025-02-04 11:35:50 -05:00
Josh Pigford
4c158934d0
Improve Security Price Loading with Robust Error Handling
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- Add error handling for individual security price loading
- Log detailed error information for problematic securities
- Prevent single security errors from halting entire price loading process
- Enhance logging with more specific security identification details
2025-02-03 19:57:58 -06:00
Josh Pigford
50e5ffb257
Enhance HoldingCalculator with Logging and Error Handling
2025-02-03 19:54:32 -06:00
Josh Pigford
983729cbdf
Logtail
2025-02-03 19:49:41 -06:00
Zach Gollwitzer
89027f1fbf
EU only allows transactions Plaid product
2025-02-03 20:39:08 -05:00
Zach Gollwitzer
2a338eb01b
Cursor rules and project design overview ( #1788 )
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* Add cursor rules directory
* Complete project design rules
2025-02-03 19:30:03 -05:00
scodes73
f57fa526af
Fix: make date format year consistent overall #1712 ( #1726 )
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* Fix: make date format year consistent overall
* chore: Consolidating all date formatting options
* adding disabled condition back to mint import
* chore: Moving formats from helper to models/family.rd
* Adding date_format_label to the en translation for import/configurations
* nit: making changes to use individual translations
2025-02-03 11:19:56 -05:00
Jacco Broeren
b02380ac97
Fix: unable to add accounts without plain set up ( #1769 )
...
* Update family.rb
Fix for: https://github.com/maybe-finance/maybe/issues/1766
Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>
* Update family.rb
Add commenting.
Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>
---------
Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>
2025-02-03 11:18:49 -05:00
dependabot[bot]
550991e240
Bump sentry-rails from 5.22.2 to 5.22.3 ( #1772 )
...
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.2 to 5.22.3.
- [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/5.22.2...5.22.3 )
---
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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2025-02-03 10:49:13 -05:00
Josh Pigford
4a768d0358
Clean up timezone selector
2025-02-03 09:46:40 -06:00
Josh Pigford
a1065fde83
Updated "small" image variant for retina
2025-02-03 09:08:43 -06:00
dependabot[bot]
f63aea7f87
Bump sentry-ruby from 5.22.2 to 5.22.3 ( #1773 )
...
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.22.2 to 5.22.3.
- [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/5.22.2...5.22.3 )
---
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>
2025-02-03 10:05:52 -05:00
dependabot[bot]
872a480c0f
Bump puma from 6.5.0 to 6.6.0 ( #1774 )
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Bumps [puma](https://github.com/puma/puma ) from 6.5.0 to 6.6.0.
- [Release notes](https://github.com/puma/puma/releases )
- [Changelog](https://github.com/puma/puma/blob/master/History.md )
- [Commits](https://github.com/puma/puma/compare/v6.5.0...v6.6.0 )
---
updated-dependencies:
- dependency-name: puma
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>
2025-02-03 10:05:40 -05:00
Josh Pigford
1620d56e2d
Allow connecting a few accounts before upgrade prompt
2025-02-03 09:04:39 -06:00
dependabot[bot]
c1e48bd3c9
Bump plaid from 35.0.0 to 35.1.0 ( #1776 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 35.0.0 to 35.1.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v35.0.0...v35.1.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-type: direct:production
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
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2025-02-03 09:51:15 -05:00
dependabot[bot]
4c083fec0a
Bump stripe from 13.4.0 to 13.4.1 ( #1777 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.4.0 to 13.4.1.
- [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/v13.4.0...v13.4.1 )
---
updated-dependencies:
- dependency-name: stripe
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>
2025-02-03 09:51:02 -05:00
Zach Gollwitzer
2c2b600163
Improve speed of transactions page ( #1752 )
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* Make demo data more realistic
* Fix N+1 transactions query
* Lint fixes
* Totals query
* Consolidate stats calcs
* Fix preload
* Fix filter clearing
* Fix N+1 queries for family sync detection
* Reduce queries for rendering transfers
* Fix tests
* Remove flaky test
2025-01-31 19:08:21 -05:00
Zach Gollwitzer
53f4b32c33
Fix EU plaid flow ( #1761 )
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* Fix EU plaid flow
* Fix failing tests
2025-01-31 17:04:26 -05:00
Josh Pigford
4bf72506d5
Initial pass at Plaid EU ( #1555 )
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* Initial pass at Plaid EU
* Add EU support to Plaid Items
* Lint
* Temp fix for rubocop isseus
* Merge cleanup
* Pass in region and get tests passing
* Use absolute path for translation
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-01-31 12:13:58 -06:00
Josh Pigford
41873de11d
Allow users to update their email address ( #1745 )
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* Change email address
* Email confirmation
* Email change test
* Lint
* Schema reset
* Set test email sender
* Select specific user fixture
* Refactor/cleanup
* Remove unused email_confirmation_token
* Current user would never be true
* Fix translation test failures
2025-01-31 11:29:49 -06:00
Josh Pigford
46e86a9a11
Pass in user role to Intercom
2025-01-31 10:34:20 -06:00
Julien Bertazzo Lambert
ad5b0b8b7d
Ensure Consistent Category Colors ( #1722 )
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* feat: add validation to require consistent category color
* feat: reflect color requirement in new category form
* refactor: move logic inline over shared component
* rubocop
* tests: fix breaking and add case for new validation
* feat: hide color selector when parent category selected
* feat: override color with parent color in model
* tests: remove case for unnecessary validation
---------
Signed-off-by: Julien Bertazzo Lambert <42924425+JLambertazzo@users.noreply.github.com>
2025-01-30 16:49:31 -05:00
Zach Gollwitzer
ded42a8c33
Add back txn logos
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This reverts commit b78fd1d755
.
2025-01-30 15:31:16 -05:00
Zach Gollwitzer
b78fd1d755
Temporarily disable txn logos for performance
2025-01-30 14:17:25 -05:00
Josh Pigford
0696e1f2f7
Add/remove members and invitations ( #1744 )
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* Add/remove members and invitations
* Lint
2025-01-30 13:13:37 -06:00
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits ( #1733 )
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* Preserve transaction filters across page visits
* Preserve params when per_page is updated
* Autofocus selected transactions
* Lint fixes
* Fix syntax error
* Fix filter clearing
* Update e2e tests for new UI
* Consolidate focus behavior into concern
* Lint fixes
2025-01-30 14:12:01 -05:00
Elvis Serrão
0b17976256
Don't allow a subcategory to be assigned to another subcategory to ensure 1 level of nesting max ( #1730 )
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* Improve category level limit validation
* Set categories list only for non parents
* Disable select field
* Add info about the disabled select
* Don’t render a select input for parent categories
* Handle correctly turbo_stream request format
* Add turbo_stream format to requests on create and update action's tests
* Remove no_content status from update action
* Revert "Remove no_content status from update action"
This reverts commit 866140c196
.
* Revert "Add turbo_stream format to requests on create and update action's tests"
This reverts commit c6bf21490f
.
* Add correct redirect url for both html and turbo_stream formats
* Remove useless turbo_frame_tag
2025-01-30 12:35:30 -05:00
Zach Gollwitzer
3b0f8ae8c2
Only build armv7 on official releases ( #1732 )
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2025-01-28 14:08:04 -05:00
Zach Gollwitzer
247d91b99d
Lazy load synth logos ( #1731 )
2025-01-28 12:03:43 -05:00
Zach Gollwitzer
d428a1f954
Bump to Ruby 3.4.1 ( #1721 )
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2025-01-27 19:59:16 -05:00
Jestin Palamuttam
8256d116dd
fix: category update sync ( #1720 )
2025-01-27 19:58:45 -05:00
Zach Gollwitzer
de90b29201
Add RejectedTransfer model, simplify auto matching ( #1690 )
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* Allow transfers to match when inflow is after outflow
* Simplify transfer auto matching with RejectedTransfer model
* Validations
* Reset migrations
2025-01-27 16:56:46 -05:00
Zach Gollwitzer
0b4e314f58
Bump bundler version, address Docker build failures
2025-01-27 16:29:30 -05:00
Zach Gollwitzer
6c8974a086
Update render.yaml
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-27 13:18:02 -05:00
Eirik H
7265f58518
Add cabin / cottage as a property type ( #1658 )
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* Add cabin / cottage as property type
Signed-off-by: Eirik H <post@eirikh.no>
* Update app/models/property.rb
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
---------
Signed-off-by: Eirik H <post@eirikh.no>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-01-27 13:04:36 -05:00
Nikhil Badyal
2a202576f8
Added more periods ( #1714 )
2025-01-27 13:03:15 -05:00
Georgi Tapalilov
d2a7aef6ef
fix n+1 for categories ( #1693 )
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2025-01-27 09:34:13 -05:00
Harshit Chaudhary
eabfb7aae1
Added Decimal Support in min transaction ( #1681 )
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* Added Decimal Support in min transaction
* fix: Using inbuilt money field
* Updated Test
2025-01-27 09:33:56 -05:00
dependabot[bot]
2a1b5fab1a
Bump erb_lint from 0.8.0 to 0.9.0 ( #1704 )
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Bumps [erb_lint](https://github.com/Shopify/erb-lint ) from 0.8.0 to 0.9.0.
- [Release notes](https://github.com/Shopify/erb-lint/releases )
- [Commits](https://github.com/Shopify/erb-lint/compare/v0.8.0...v0.9.0 )
---
updated-dependencies:
- dependency-name: erb_lint
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
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2025-01-27 09:30:19 -05:00
dependabot[bot]
5cc592d38f
Bump plaid from 34.0.0 to 35.0.0 ( #1707 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 34.0.0 to 35.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v34.0.0...v35.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-01-27 09:30:01 -05:00
Julien Bertazzo Lambert
8be5bb07c8
fix: reuse correct expense total calculation in budget.rb ( #1699 )
2025-01-27 09:29:50 -05:00
dependabot[bot]
caf359deed
Bump ruby-lsp-rails from 0.3.30 to 0.3.31 ( #1703 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.30 to 0.3.31.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.30...v0.3.31 )
---
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>
2025-01-27 09:22:39 -05:00
dependabot[bot]
91149ceff8
Bump tailwindcss-rails from 3.3.0 to 3.3.1 ( #1708 )
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Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 3.3.0 to 3.3.1.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v3.3.0...v3.3.1 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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2025-01-27 09:22:23 -05:00
dependabot[bot]
f9d4270a75
Bump good_job from 4.7.0 to 4.8.2 ( #1709 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.7.0 to 4.8.2.
- [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/v4.7.0...v4.8.2 )
---
updated-dependencies:
- dependency-name: good_job
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>
2025-01-27 09:21:47 -05:00
dependabot[bot]
beb6e36577
Bump selenium-webdriver from 4.27.0 to 4.28.0 ( #1710 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.27.0 to 4.28.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.27.0...selenium-4.28.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
...
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2025-01-27 09:21:38 -05:00
dependabot[bot]
217a96c02d
Bump sentry-rails from 5.22.1 to 5.22.2 ( #1711 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.1 to 5.22.2.
- [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/5.22.1...5.22.2 )
---
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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2025-01-27 09:21:29 -05:00
Zach Gollwitzer
e617d791d3
Show budget averages in family currency
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Fixes #1689
2025-01-24 20:19:13 -05:00
Zach Gollwitzer
7e0ec4bd8f
Report good job connection errors to Sentry
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2025-01-24 13:52:40 -05:00
Zach Gollwitzer
3140835f28
Adjust queues to prioritize account syncs ( #1682 )
2025-01-24 13:39:08 -05:00
Zach Gollwitzer
7d04ea1071
Update issue templates
2025-01-24 09:18:52 -05:00
Zach Gollwitzer
43dd16e3fb
Only update account balance if changed ( #1676 )
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* Only update balance if changed
* Update test assertions
2025-01-23 21:14:01 -05:00
Tony Vincent
61321f6b16
fix: Only admins can generate invite codes ( #1611 )
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* fix: Only admins can generate invite codes
* fix: raise error if user is not an admin when creating invite codesss
2025-01-23 20:47:51 -05:00
Josh Pigford
0476f25952
Rollback AWS SDK version to address checksum conflicts
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2025-01-23 10:22:53 -06:00
Josh Pigford
e4a374772a
Increased expiration time on storage to prevent broken images as well as implement a fix for R2/S3 conflicts.
2025-01-23 10:11:09 -06:00
Josh Pigford
44961f3628
Only pass in a country code on securities searches if the user location is set to "US"
2025-01-23 10:02:48 -06:00
Zach Gollwitzer
68c570eed8
Make tags scrollable
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2025-01-21 12:42:51 -05:00
Zach Gollwitzer
67d81f866f
Align cascade delete behavior for transfers ( #1647 )
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* Align cascade delete behavior for transfers
* Lint fix
2025-01-20 16:17:40 -05:00
Zach Gollwitzer
72fd177707
Do not raise on Plaid item not found exceptions for item deletions ( #1646 )
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2025-01-20 15:12:53 -05:00
Zach Gollwitzer
abccba3947
Fix account deletion cascade bug ( #1644 )
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* Fix account deletion cascade bug
* Rubocop fixes
2025-01-20 11:37:01 -05:00
dependabot[bot]
9808641110
Bump ruby-lsp-rails from 0.3.29 to 0.3.30 ( #1640 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.29 to 0.3.30.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.29...v0.3.30 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2025-01-20 09:45:09 -05:00
dependabot[bot]
9fadc6ba63
Bump stripe from 13.3.0 to 13.3.1 ( #1639 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.3.0 to 13.3.1.
- [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/v13.3.0...v13.3.1 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-01-20 09:45:00 -05:00
dependabot[bot]
39139ce21a
Bump aws-sdk-s3 from 1.177.0 to 1.178.0 ( #1638 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.177.0 to 1.178.0.
- [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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2025-01-20 09:36:18 -05:00
dependabot[bot]
51e8fae26d
Bump stackprof from 0.2.26 to 0.2.27 ( #1637 )
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Bumps [stackprof](https://github.com/tmm1/stackprof ) from 0.2.26 to 0.2.27.
- [Changelog](https://github.com/tmm1/stackprof/blob/master/CHANGELOG.md )
- [Commits](https://github.com/tmm1/stackprof/compare/v0.2.26...v0.2.27 )
---
updated-dependencies:
- dependency-name: stackprof
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>
2025-01-20 09:36:07 -05:00
dependabot[bot]
42d2197ea1
Bump intercom-rails from 1.0.5 to 1.0.6 ( #1636 )
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Bumps [intercom-rails](https://github.com/intercom/intercom-rails ) from 1.0.5 to 1.0.6.
- [Release notes](https://github.com/intercom/intercom-rails/releases )
- [Commits](https://github.com/intercom/intercom-rails/commits )
---
updated-dependencies:
- dependency-name: intercom-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2025-01-20 09:35:58 -05:00
dependabot[bot]
a9c1e85a58
Bump tailwindcss-rails from 3.2.0 to 3.3.0 ( #1635 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 3.2.0 to 3.3.0.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v3.2.0...v3.3.0 )
---
updated-dependencies:
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update-type: version-update:semver-minor
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2025-01-20 09:35:49 -05:00
Zach Gollwitzer
8c8e972dc8
Bump to v0.3.0
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2025-01-17 17:01:26 -05:00
tlink
ae9287ec9b
FIX: correct display of percentages ( #1622 )
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* FIX: correct display of percentages
* FIX: correct display of percentages
* FIX: correct display of percentages
2025-01-17 11:21:00 -05:00
Jasper Delahaije
aac9e5eca2
Update family.rb ( #1629 )
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Add where statement to account_transactions overview to only give transactions and not valuations
Signed-off-by: Jasper Delahaije <47220315+Repsay@users.noreply.github.com>
2025-01-17 09:48:16 -05:00
Zach Gollwitzer
ca8bdb6241
Fix budget money formatting ( #1626 )
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2025-01-16 19:05:34 -05:00
Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic ( #1625 )
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* Fix transfer matching logic
* Fix tests
2025-01-16 17:56:42 -05:00
Zach Gollwitzer
60f1a1e2d2
Fix budget edit button
2025-01-16 16:24:14 -05:00
Zach Gollwitzer
e1d3c7a4a1
Add CA country code to Plaid link
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-16 16:02:06 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 ( #1609 )
...
* Budgeting V1
* Basic UI template
* Fully scaffolded budgeting v1
* Basic working budget
* Finalize donut chart for budgets
* Allow categorization of loan payments for budget
* Include loan payments in incomes_and_expenses scope
* Add budget allocations progress
* Empty states
* Clean up budget methods
* Category aggregation queries
* Handle overage scenarios in form
* Finalize budget donut chart controller
* Passing tests
* Fix allocation naming
* Add income category migration
* Native support for uncategorized budget category
* Formatting
* Fix subcategory sort order, padding
* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00
dependabot[bot]
413ec6cbed
Bump erb_lint from 0.7.0 to 0.8.0 ( #1616 )
...
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Bumps [erb_lint](https://github.com/Shopify/erb-lint ) from 0.7.0 to 0.8.0.
- [Release notes](https://github.com/Shopify/erb-lint/releases )
- [Commits](https://github.com/Shopify/erb-lint/compare/v0.7.0...v0.8.0 )
---
updated-dependencies:
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2025-01-13 12:20:13 -05:00
dependabot[bot]
e4e5ae9f25
Bump ruby-lsp-rails from 0.3.27 to 0.3.29 ( #1617 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.27 to 0.3.29.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.27...v0.3.29 )
---
updated-dependencies:
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2025-01-13 12:20:03 -05:00
dependabot[bot]
5449fc49ef
Bump tailwindcss-rails from 3.1.0 to 3.2.0 ( #1618 )
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Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 3.1.0 to 3.2.0.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v3.1.0...v3.2.0 )
---
updated-dependencies:
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dependency-type: direct:production
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2025-01-13 12:19:52 -05:00
dependabot[bot]
b50b7b30e8
Bump good_job from 4.6.0 to 4.7.0 ( #1596 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.6.0 to 4.7.0.
- [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/v4.6.0...v4.7.0 )
---
updated-dependencies:
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dependency-type: direct:production
update-type: version-update:semver-minor
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2025-01-07 11:55:46 -05:00
dependabot[bot]
871a68b5bc
Bump tailwindcss-rails from 3.0.0 to 3.1.0 ( #1597 )
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Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 3.0.0 to 3.1.0.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v3.0.0...v3.1.0 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-01-07 11:55:24 -05:00
dependabot[bot]
1f4c2165eb
Bump aws-sdk-s3 from 1.176.1 to 1.177.0 ( #1598 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.176.1 to 1.177.0.
- [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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2025-01-07 11:55:13 -05:00
dependabot[bot]
71598d26cb
Bump jwt from 2.9.3 to 2.10.1 ( #1600 )
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Bumps [jwt](https://github.com/jwt/ruby-jwt ) from 2.9.3 to 2.10.1.
- [Release notes](https://github.com/jwt/ruby-jwt/releases )
- [Changelog](https://github.com/jwt/ruby-jwt/blob/main/CHANGELOG.md )
- [Commits](https://github.com/jwt/ruby-jwt/compare/v2.9.3...v2.10.1 )
---
updated-dependencies:
- dependency-name: jwt
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-01-07 11:55:02 -05:00
Zach Gollwitzer
997d0355d4
Use livereload from source
2025-01-07 11:54:19 -05:00
Zach Gollwitzer
2c30e18c9b
Fix enrichment setting
2025-01-07 11:31:44 -05:00
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements ( #1585 )
...
* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
2025-01-07 09:41:24 -05:00
Tony Vincent
46e129308f
Fix: breaking change after bumping hotwire-livereload to 2.0.0 ( #1589 )
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2025-01-03 15:36:11 -06:00
dependabot[bot]
5d1a2937bb
Bump sentry-rails from 5.22.0 to 5.22.1 ( #1568 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.0 to 5.22.1.
- [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/5.22.0...5.22.1 )
---
updated-dependencies:
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update-type: version-update:semver-patch
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2024-12-30 10:16:45 -05:00
dependabot[bot]
b82b82ddf7
Bump intercom-rails from 1.0.1 to 1.0.5 ( #1573 )
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Bumps [intercom-rails](https://github.com/intercom/intercom-rails ) from 1.0.1 to 1.0.5.
- [Release notes](https://github.com/intercom/intercom-rails/releases )
- [Commits](https://github.com/intercom/intercom-rails/commits )
---
updated-dependencies:
- dependency-name: intercom-rails
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-30 10:16:37 -05:00
dependabot[bot]
97852bc3b4
Bump importmap-rails from 2.0.3 to 2.1.0 ( #1567 )
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Bumps [importmap-rails](https://github.com/rails/importmap-rails ) from 2.0.3 to 2.1.0.
- [Release notes](https://github.com/rails/importmap-rails/releases )
- [Commits](https://github.com/rails/importmap-rails/compare/v2.0.3...v2.1.0 )
---
updated-dependencies:
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dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-30 10:06:51 -05:00
dependabot[bot]
84d2aac1a5
Bump faraday-multipart from 1.0.4 to 1.1.0 ( #1566 )
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Bumps [faraday-multipart](https://github.com/lostisland/faraday-multipart ) from 1.0.4 to 1.1.0.
- [Release notes](https://github.com/lostisland/faraday-multipart/releases )
- [Changelog](https://github.com/lostisland/faraday-multipart/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday-multipart/compare/v1.0.4...v1.1.0 )
---
updated-dependencies:
- dependency-name: faraday-multipart
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-30 10:06:43 -05:00
dependabot[bot]
49d3a9c7e7
Bump sentry-ruby from 5.22.0 to 5.22.1 ( #1570 )
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Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.22.0 to 5.22.1.
- [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/5.22.0...5.22.1 )
---
updated-dependencies:
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dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-30 10:06:34 -05:00
dependabot[bot]
b7019744a1
Bump stripe from 13.2.0 to 13.3.0 ( #1572 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.2.0 to 13.3.0.
- [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/v13.2.0...v13.3.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-30 10:06:27 -05:00
dependabot[bot]
a9e791f94c
Bump csv from 3.3.1 to 3.3.2 ( #1571 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.1 to 3.3.2.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/master/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.1...v3.3.2 )
---
updated-dependencies:
- dependency-name: csv
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-30 10:06:12 -05:00
dependabot[bot]
cce373c31b
Bump debug from 1.9.2 to 1.10.0 ( #1569 )
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Bumps [debug](https://github.com/ruby/debug ) from 1.9.2 to 1.10.0.
- [Release notes](https://github.com/ruby/debug/releases )
- [Commits](https://github.com/ruby/debug/compare/v1.9.2...v1.10.0 )
---
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- dependency-name: debug
dependency-type: direct:development
update-type: version-update:semver-minor
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2024-12-30 10:06:04 -05:00
dependabot[bot]
0220861a3b
Bump dotenv-rails from 3.1.6 to 3.1.7 ( #1574 )
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Bumps [dotenv-rails](https://github.com/bkeepers/dotenv ) from 3.1.6 to 3.1.7.
- [Release notes](https://github.com/bkeepers/dotenv/releases )
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md )
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.1.6...v3.1.7 )
---
updated-dependencies:
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dependency-type: direct:development
update-type: version-update:semver-patch
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2024-12-30 10:05:53 -05:00
dependabot[bot]
fb6b6ce63d
Bump hotwire-livereload from 1.4.1 to 2.0.0 ( #1582 )
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Bumps [hotwire-livereload](https://github.com/kirillplatonov/hotwire-livereload ) from 1.4.1 to 2.0.0.
- [Release notes](https://github.com/kirillplatonov/hotwire-livereload/releases )
- [Commits](https://github.com/kirillplatonov/hotwire-livereload/compare/v1.4.1...v2.0.0 )
---
updated-dependencies:
- dependency-name: hotwire-livereload
dependency-type: direct:development
update-type: version-update:semver-major
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2024-12-30 10:05:45 -05:00
Kabiru Mwenja
dba10c2bc8
Fix unknown attribute 'parent_category' for Category in demo generator ( #1575 )
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```ruby
❯ bin/rails demo_data:reset
user reset
bin/rails aborted!
ActiveModel::UnknownAttributeError: unknown attribute 'parent_category' for Category. (ActiveModel::UnknownAttributeError)
raise UnknownAttributeError.new(self, k.to_s)
```
Follows: https://github.com/maybe-finance/maybe/pull/1561
2024-12-30 10:04:58 -05:00
Tony Vincent
b0d9891133
fix: Bug creating duplicate category leads to crash screen ( #1577 )
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Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
2024-12-30 10:04:38 -05:00
Tony Vincent
9d217afb9f
feat: Save error backtrace for sync errors for better debugging ( #1578 )
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Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
2024-12-30 10:04:05 -05:00
Zach Gollwitzer
77def1db40
Nested Categories ( #1561 )
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* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
a4d10097d5
Preserve pagination on entry updates ( #1563 )
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* Preserve pagination on entry updates
* Test fix
2024-12-20 11:24:46 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
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* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users ( #1552 )
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2024-12-17 09:58:08 -05:00
dependabot[bot]
ba878c3d8b
Bump rails-settings-cached from 2.9.5 to 2.9.6 ( #1547 )
...
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Bumps [rails-settings-cached](https://github.com/huacnlee/rails-settings-cached ) from 2.9.5 to 2.9.6.
- [Release notes](https://github.com/huacnlee/rails-settings-cached/releases )
- [Changelog](https://github.com/huacnlee/rails-settings-cached/blob/main/CHANGELOG.md )
- [Commits](https://github.com/huacnlee/rails-settings-cached/compare/v2.9.5...v2.9.6 )
---
updated-dependencies:
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2024-12-16 14:00:08 -05:00
dependabot[bot]
6034dfe5f5
Bump good_job from 4.5.1 to 4.6.0 ( #1541 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.5.1 to 4.6.0.
- [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/v4.5.1...v4.6.0 )
---
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update-type: version-update:semver-minor
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2024-12-16 13:42:36 -05:00
dependabot[bot]
ae30176816
Bump aws-sdk-s3 from 1.176.0 to 1.176.1 ( #1545 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.176.0 to 1.176.1.
- [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:
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dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-16 13:42:27 -05:00
dependabot[bot]
7508ae55ac
Bump dotenv-rails from 3.1.4 to 3.1.6 ( #1540 )
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Bumps [dotenv-rails](https://github.com/bkeepers/dotenv ) from 3.1.4 to 3.1.6.
- [Release notes](https://github.com/bkeepers/dotenv/releases )
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md )
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.1.4...v3.1.6 )
---
updated-dependencies:
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dependency-type: direct:development
update-type: version-update:semver-patch
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-12-16 13:42:11 -05:00
Zach Gollwitzer
bb9fa56add
Fix date format validation error ( #1551 )
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* Fix date format validation error
* Order trades, fix flaky test
2024-12-16 13:21:30 -05:00
dependabot[bot]
54e46c1b4e
Bump faraday from 2.12.1 to 2.12.2 ( #1542 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.1 to 2.12.2.
- [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/v2.12.1...v2.12.2 )
---
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dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-16 13:01:05 -05:00
dependabot[bot]
0d09f2e3e9
Bump csv from 3.3.0 to 3.3.1 ( #1543 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.0 to 3.3.1.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/master/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.0...v3.3.1 )
---
updated-dependencies:
- dependency-name: csv
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-16 13:00:25 -05:00
dependabot[bot]
f7ce2cdf89
Bump mocha from 2.7.0 to 2.7.1 ( #1544 )
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Bumps [mocha](https://github.com/freerange/mocha ) from 2.7.0 to 2.7.1.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.7.0...v2.7.1 )
---
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dependency-type: direct:development
update-type: version-update:semver-patch
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2024-12-16 13:00:08 -05:00
dependabot[bot]
f7e86d4c90
Bump rails from 7.2.2 to 7.2.2.1 ( #1546 )
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Bumps [rails](https://github.com/rails/rails ) from 7.2.2 to 7.2.2.1.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.2...v7.2.2.1 )
---
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- dependency-name: rails
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-16 12:52:29 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries ( #1550 )
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* Handle nil name for entries
* Fix tests
2024-12-16 12:52:11 -05:00
Zach Gollwitzer
9130089950
Make data enrichment opt-in
2024-12-16 10:37:59 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
...
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* Add data enrichment
* Make data enrichment optional for self-hosters
* Add categories to data enrichment
* Only update category and merchant if nil
* Fix name overrides
* Lint fixes
2024-12-13 17:22:27 -05:00
Zach Gollwitzer
bac2e64c19
Bump to v0.2.0
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2024-12-13 12:16:21 -05:00
Zach Gollwitzer
4866a4f8e4
Increase cache time for upgrades
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Fixes #1525
2024-12-12 15:14:54 -05:00
Zach Gollwitzer
027c18297b
Fix holding avg cost calculation
2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
2024-12-12 08:56:52 -05:00
Zach Gollwitzer
b2a56aefc1
Update Plaid cash balance on each sync
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2024-12-10 18:54:09 -05:00
Zach Gollwitzer
46131fb496
Fix unique constraint errors on sync
2024-12-10 18:16:53 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* Start tests rework
* Cash balance on schema
* Add reverse syncer
* Reverse balance sync with holdings
* Reverse holdings sync
* Reverse holdings sync should work with only trade entries
* Consolidate brokerage cash
* Add forward sync option
* Update new balance info after syncs
* Intraday balance calculator and sync fixes
* Show only balance for trade entries
* Tests passing
* Update Gemfile.lock
* Cleanup, performance improvements
* Remove account reloads for reliable sync outputs
* Simplify valuation view logic
* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
dependabot[bot]
a59ca5b7c6
Bump aws-sdk-s3 from 1.175.0 to 1.176.0 ( #1519 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.175.0 to 1.176.0.
- [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:
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dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-09 11:31:29 -05:00
dependabot[bot]
ee79016e2a
Bump pagy from 9.3.2 to 9.3.3 ( #1520 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.3.2 to 9.3.3.
- [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/9.3.2...9.3.3 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-09 11:31:20 -05:00
dependabot[bot]
13cf4d70df
Bump sentry-rails from 5.21.0 to 5.22.0 ( #1522 )
...
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.21.0 to 5.22.0.
- [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/5.21.0...5.22.0 )
---
updated-dependencies:
- dependency-name: sentry-rails
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-09 11:31:03 -05:00
dependabot[bot]
48e306a614
Bump mocha from 2.6.1 to 2.7.0 ( #1523 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.6.1 to 2.7.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.6.1...v2.7.0 )
---
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- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
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2024-12-09 11:22:00 -05:00
Zach Gollwitzer
a9daba16c1
Fix account activity view search
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2024-12-05 08:39:16 -05:00
Zach Gollwitzer
2cba5177ba
Revert out-of-sync schema changes
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2024-12-04 18:40:43 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key ( #1515 )
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* Handle invalid API key
* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3
Updated domain to maybefinance.com
2024-12-03 11:09:57 -06:00
Zach Gollwitzer
c456950de8
Fix transaction filters selection bar controller error
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2024-12-02 14:06:56 -05:00
Zach Gollwitzer
9ec94cd1fa
Add context to plaid sync errors
2024-12-02 12:04:54 -05:00
dependabot[bot]
d73e7eacce
Bump good_job from 4.5.0 to 4.5.1 ( #1509 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.5.0 to 4.5.1.
- [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/v4.5.0...v4.5.1 )
---
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update-type: version-update:semver-patch
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2024-12-02 11:02:09 -05:00
dependabot[bot]
890638e06d
Bump mocha from 2.6.0 to 2.6.1 ( #1510 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.6.0 to 2.6.1.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.6.0...v2.6.1 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-patch
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2024-12-02 11:02:00 -05:00
dependabot[bot]
14fd5913fe
Bump aws-sdk-s3 from 1.173.0 to 1.175.0 ( #1511 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.173.0 to 1.175.0.
- [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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2024-12-02 11:01:54 -05:00
dependabot[bot]
e026f68895
Bump selenium-webdriver from 4.26.0 to 4.27.0 ( #1512 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.26.0 to 4.27.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.26.0...selenium-4.27.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
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2024-12-02 11:01:45 -05:00
dependabot[bot]
1b8064b9fd
Bump pagy from 9.3.1 to 9.3.2 ( #1513 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.3.1 to 9.3.2.
- [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/9.3.1...9.3.2 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-02 11:01:36 -05:00
Zach Gollwitzer
d592495be5
Fix sync error when security missing
2024-12-02 10:53:16 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
...
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* Consolidate entry controller logic
* Transaction builder
* Update trades controller to use new params
* Load account charts in turbo frames, fix PG overflow
* Consolidate tests
* Tests passing
* Remove unused code
* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Nikhil Badyal
76f2714006
Updated usage check threshold to 100pc instead of 1 ( #1504 )
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2024-11-26 18:33:26 -05:00
Josh Pigford
a9b61a655b
Synth error handling ( #1502 )
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* Synth error handling
* Revert "Synth error handling"
This reverts commit fd6a0a12b4
.
* Simplify overage messaging
2024-11-26 07:45:00 -06:00
Zach Gollwitzer
955f211fe0
Allow 0 qty for Plaid imported trades
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2024-11-25 13:28:31 -05:00
Evlos
570a0c7ff6
[#] base_url on synth.rb ( #1490 )
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2024-11-25 10:17:00 -05:00
dependabot[bot]
de9ffa7ca0
Bump ruby-lsp-rails from 0.3.26 to 0.3.27 ( #1495 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.26 to 0.3.27.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.26...v0.3.27 )
---
updated-dependencies:
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dependency-type: direct:development
update-type: version-update:semver-patch
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2024-11-25 10:10:31 -05:00
dependabot[bot]
b5666ad7a9
Bump aws-sdk-s3 from 1.171.0 to 1.173.0 ( #1496 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.171.0 to 1.173.0.
- [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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2024-11-25 10:10:20 -05:00
dependabot[bot]
fc603a1733
Bump good_job from 4.4.2 to 4.5.0 ( #1497 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.4.2 to 4.5.0.
- [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/v4.4.2...v4.5.0 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-11-25 10:10:12 -05:00
dependabot[bot]
6c503e4d26
Bump puma from 6.4.3 to 6.5.0 ( #1498 )
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Bumps [puma](https://github.com/puma/puma ) from 6.4.3 to 6.5.0.
- [Release notes](https://github.com/puma/puma/releases )
- [Changelog](https://github.com/puma/puma/blob/master/History.md )
- [Commits](https://github.com/puma/puma/compare/v6.4.3...v6.5.0 )
---
updated-dependencies:
- dependency-name: puma
dependency-type: direct:production
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2024-11-25 10:08:11 -05:00
dependabot[bot]
57a87f2850
Bump pagy from 9.3.0 to 9.3.1 ( #1499 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.3.0 to 9.3.1.
- [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/9.3.0...9.3.1 )
---
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- dependency-name: pagy
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update-type: version-update:semver-patch
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2024-11-25 09:56:16 -05:00
dependabot[bot]
84f069448a
Bump mocha from 2.5.0 to 2.6.0 ( #1500 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.5.0 to 2.6.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.5.0...v2.6.0 )
---
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2024-11-25 09:56:07 -05:00
dependabot[bot]
25e9bd4c60
Bump stripe from 13.1.2 to 13.2.0 ( #1501 )
...
Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.1.2 to 13.2.0.
- [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/v13.1.2...v13.2.0 )
---
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2024-11-25 09:55:58 -05:00
Zach Gollwitzer
a4adfed82b
Disable Plaid i18n until we support full i18n
2024-11-25 09:48:21 -05:00
Zach Gollwitzer
03e92e63a5
Attempt to sync transactions regardless of main item type
2024-11-25 09:32:07 -05:00
Arsen Shkrumelyak
c1034e6edf
Update index
method in AccountsController
to fetch all accounts ( #1491 )
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* Fetch all manual accounts, regardless of their active status
* Fetch all Plaid items, regardless of their active status
2024-11-22 15:28:36 -05:00
Arsen Shkrumelyak
1c2f075053
Fix bug: Loan % doesn't allow exact rate ( #1492 )
...
* Fix bug: Loan % doesn't allow exact rate
Fixes #1487
Change the step of the interest rate field to 0.005.
It's unlikely that we'll see interest rates in smaller increments.
* step 0.005
* migration for loan interest rates precision
* add new line
2024-11-22 15:28:10 -05:00
Jestin Palamuttam
571fc4db75
Replaced Native Scrollbars with Tailwind Scrollbars on Windows ( #1493 )
...
* feat: scrollbar styling for windows browsers
* fix: lint
2024-11-22 15:27:07 -05:00
Josh Pigford
c8302a6d49
Let super admins toggle admin bar
2024-11-22 14:22:52 -06:00
Zach Gollwitzer
c309c8abf8
Safely call liability object when syncing
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2024-11-22 10:41:16 -05:00
Nico
242eb5cea1
Calculates balance based on previous transaction on the same date ( #1483 )
2024-11-22 09:38:41 -05:00
Zach Gollwitzer
6996a225ba
Add post-sync UI stream updates ( #1482 )
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* Add post-sync UI stream updates
* Fix stream channel id
2024-11-20 16:46:06 -05:00
Zach Gollwitzer
e641cfccd4
Add post-sync hook ( #1479 )
2024-11-20 11:01:52 -05:00
Zach Gollwitzer
d1b506d16c
Pass date as UTC for graphs
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2024-11-19 16:23:21 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies ( #1477 )
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2024-11-18 15:50:47 -05:00
Zach Gollwitzer
fcb95207d7
Limit transaction editing for crypto accounts
2024-11-18 12:49:03 -05:00
Zach Gollwitzer
743e291d56
Fix tooltip trend color
2024-11-18 12:01:27 -05:00
Zach Gollwitzer
6105f822b7
Display chart dates in UTC
2024-11-18 11:44:41 -05:00
Alex
9cc9f42bdc
Allow custom column separator for CSV parsing in uploads controller ( #1470 )
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* Allow custom column separator for CSV parsing in uploads controller
* Add column separator parameter for CSV uploads in tests
2024-11-18 11:31:17 -05:00
dependabot[bot]
8b672c4062
Bump stripe from 13.1.1 to 13.1.2 ( #1472 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.1.1 to 13.1.2.
- [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/v13.1.1...v13.1.2 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-11-18 10:57:31 -05:00
dependabot[bot]
8befb8a8b0
Bump aws-sdk-s3 from 1.170.0 to 1.171.0 ( #1471 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.170.0 to 1.171.0.
- [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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2024-11-18 10:57:14 -05:00
dependabot[bot]
f15875560e
Bump faraday from 2.12.0 to 2.12.1 ( #1473 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.0 to 2.12.1.
- [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/v2.12.0...v2.12.1 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-11-18 10:57:02 -05:00
dependabot[bot]
951a29d923
Bump pagy from 9.2.1 to 9.3.0 ( #1474 )
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Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.2.1 to 9.3.0.
- [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/9.2.1...9.3.0 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-11-18 10:56:53 -05:00
dependabot[bot]
91eedfbd1b
Bump plaid from 33.0.0 to 34.0.0 ( #1475 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 33.0.0 to 34.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v33.0.0...v34.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-11-18 10:56:36 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users ( #1476 )
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* Fix redirect 404 bug
* Make encryption optional for self-hosters
* Fix test
2024-11-18 10:47:05 -05:00
Zach Gollwitzer
69f6d7f8ea
Enable consent for additional plaid products
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2024-11-15 17:33:18 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration ( #1433 )
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* Basic plaid data model and linking
* Remove institutions, add plaid items
* Improve schema and Plaid provider
* Add webhook verification sketch
* Webhook verification
* Item accounts and balances sync setup
* Provide test encryption keys
* Fix test
* Only provide encryption keys in prod
* Try defining keys in test env
* Consolidate account sync logic
* Add back plaid account initialization
* Plaid transaction sync
* Sync UI overhaul for Plaid
* Add liability and investment syncing
* Handle investment webhooks and process current day holdings
* Remove logs
* Remove "all" period select for performance
* fix amount calc
* Remove todo comment
* Coming soon for investment historical data
* Document Plaid configuration
* Listen for holding updates
2024-11-15 13:49:37 -05:00
Sergio Behrends
3bc9da4105
Adds a common DE format ( #1445 )
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2024-11-11 09:57:50 -05:00
dependabot[bot]
9522a191de
Bump stripe from 13.1.0 to 13.1.1 ( #1450 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.1.0 to 13.1.1.
- [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/v13.1.0...v13.1.1 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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2024-11-11 09:57:30 -05:00
dependabot[bot]
ed87023c0f
Bump pagy from 9.1.1 to 9.2.1 ( #1453 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.1.1 to 9.2.1.
- [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/9.1.1...9.2.1 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-minor
...
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2024-11-11 09:44:18 -05:00
dependabot[bot]
3d7a74862d
Bump aws-sdk-s3 from 1.169.0 to 1.170.0 ( #1452 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.169.0 to 1.170.0.
- [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>
2024-11-11 09:44:04 -05:00
dependabot[bot]
fc3695dda9
Bump ruby-lsp-rails from 0.3.21 to 0.3.26 ( #1451 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.21 to 0.3.26.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.21...v0.3.26 )
---
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>
2024-11-11 09:43:51 -05:00
Tony Vincent
278d04a73a
Fix registration fails silently when there are errors ( #1455 )
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* Fix registration fails silently with long passwords
* Add maxlength
2024-11-11 09:41:17 -05:00
Zach Gollwitzer
31ecd3ccd4
Fix precision in money input
2024-11-11 09:39:32 -05:00
Zach Gollwitzer
3ef67faf7e
Show search bar even when no results in entries
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Fixes #1449
2024-11-11 09:26:19 -05:00
Zach Gollwitzer
8ba04b0330
Fix confirm message
2024-11-11 09:21:13 -05:00
Zach Gollwitzer
56ab092f6b
Bump to v0.2.0-alpha.2
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2024-11-08 14:55:56 -05:00
Tony Vincent
b3ef995d1f
Fix duplicate invites ( #1437 )
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2024-11-08 09:58:35 -06:00
bruno costanzo
a113d573d6
Skip account valuation on entry balance_after_entry ( #1435 )
2024-11-08 09:17:55 -05:00
Tony Vincent
3b928775a8
Fix timeframe dropdown next to Portfolio ( #1434 )
2024-11-08 09:10:05 -05:00
Josh Pigford
31d9d926f7
Fix for certain securities returning incorrect prices
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2024-11-07 11:52:16 -06:00
Tony Vincent
154a1a971b
Exclude inactive accounts from networth calculation and from sidebar ( #1432 )
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2024-11-07 10:14:12 -05:00
Tony Vincent
e434ed0e1f
Add text-overflow: ellipsis property for account name display ( #1431 )
2024-11-07 08:42:51 -06:00
Zach Gollwitzer
2722254be9
Sync account after balance deletion
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- Fixes #1416
- Fixes timezone bugs in forms
2024-11-05 19:31:24 -05:00
Zach Gollwitzer
455257bf51
Show onboarding unless invitation present
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Fixes #1421
2024-11-05 19:08:45 -05:00
Zach Gollwitzer
f2739b79fb
Improve password reset flow, normalize translations
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2024-11-05 17:15:29 -05:00
Zach Gollwitzer
cee9692b35
Update Ruby version note
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 11:06:36 -05:00
Luis Ezcurdia
18266c3352
Bump ruby version to 3.3.5 ( #1402 )
2024-11-05 11:05:08 -05:00
dependabot[bot]
c3400856c7
Bump rails from 7.2.1.2 to 7.2.2 ( #1410 )
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Bumps [rails](https://github.com/rails/rails ) from 7.2.1.2 to 7.2.2.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.1.2...v7.2.2 )
---
updated-dependencies:
- dependency-name: 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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 08:17:40 -05:00
dependabot[bot]
a0ad33e47c
Bump stripe from 13.0.2 to 13.1.0 ( #1411 )
...
Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.0.2 to 13.1.0.
- [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/v13.0.2...v13.1.0 )
---
updated-dependencies:
- dependency-name: stripe
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 08:16:11 -05:00
dependabot[bot]
65d46397d7
Bump pagy from 9.1.0 to 9.1.1 ( #1409 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.1.0 to 9.1.1.
- [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/9.1.0...9.1.1 )
---
updated-dependencies:
- dependency-name: pagy
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 08:15:52 -05:00
dependabot[bot]
905eb7bbe8
Bump selenium-webdriver from 4.25.0 to 4.26.0 ( #1412 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.25.0 to 4.26.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.25.0...selenium-4.26.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-11-05 08:15:40 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms ( #1406 )
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* Remove balance mode, sketch out refactor
* Activity view checkpoint
* Entry partials, checkpoint
* Finish txn partial
* Give entries context when editing for different turbo responses
* Calculate change of balance for each entry
* Account tabs consolidation
* Translations, linting, brakeman updates
* Account actions concern
* Finalize forms, get account system tests passing
* Get tests passing
* Lint, rubocop, schema updates
* Improve routing and stream responses
* Fix broken routes
* Add import option for adding accounts
* Fix system test
* Fix test specificity
* Fix sparklines
* Improve account redirects
2024-11-04 20:27:31 -05:00
alekseyp
12e4f1067d
Update en.yml ( #1401 )
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Signed-off-by: alekseyp <aleksey.potaneyko@gmail.com>
2024-11-01 15:01:47 -05:00
Josh Pigford
85779b4038
super_admin should be valid for admin
2024-11-01 10:30:30 -05:00
Josh Pigford
793bd852a0
Family invites ( #1397 )
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* Initial pass at household invites
* Invitee setup
* Clean up add member form
* Lint and other tweaks
* Security cleanup
* Lint
* i18n fixes
* More i18n cleanup
* Show pending invites
* Don't use turbo on the form
* Improved email design
* Basic tests
* Lint
* Update onboardings_controller.rb
* Registration + invite cleanup
* Lint
* Update brakeman.ignore
* Update brakeman.ignore
* Self host invite links
* Test tweaks
* Address missing param error
2024-11-01 10:23:27 -05:00
Zach Gollwitzer
09b269273a
Safe load yaml files
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2024-11-01 09:42:00 -04:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction ( #1393 )
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* Remove Description field
* Auto naming of tranfer transaction
* Fix transfer test
* Improve Transfer entries names
2024-11-01 08:58:19 -04:00
Tony Vincent
2b61821336
Do not include income transactions in liability accounts for savings rate ( #1385 )
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* Do not include income transactions in liability accounts for savings rate
* Do not include income in liability accounts in savings rate chart
2024-10-31 09:05:01 -04:00
Nico
7946cd7819
Adds condition to skip link to transaction form if it's not editable ( #1394 )
2024-10-31 08:57:06 -04:00
Josh Pigford
e7f09e6f71
Groundwork for security info ( #1396 )
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* Groundwork for security info
* Lint
2024-10-30 18:08:19 -04:00
Josh Pigford
5e2b932648
Use Synth logo for holdings
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2024-10-30 12:14:11 -04:00
Josh Pigford
5533b84895
Always include US stocks
2024-10-30 10:42:57 -04:00
Zach Gollwitzer
c9917674aa
Add validation to security price model
2024-10-30 09:51:05 -04:00
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection ( #1392 )
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* Initial pass at Synth-based ticker selection
* Update _tickers.turbo_stream.erb
* Functional combobox display
* A few cleanup steps
* Linter
* Prevent long strings
* Another step towards functional combobox
* Deprecated files
* Custom Combobox implementation
* Lint
* Test suite fixes
* Lint
* Make direct use of mic codes
* Update splits
* Update trades_test.rb
2024-10-30 09:23:44 -04:00
Josh Pigford
490f44589e
First pass at security price reference ( #1388 )
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* First pass at security price reference
* Data cleanup
* Synth security fetching does better with a mic_code
* Update test suite
😭
* Update schema.rb
* Update generator.rb
2024-10-29 15:37:59 -04:00
Zach Gollwitzer
bf695972e4
Remove missing prices issue ( #1390 )
2024-10-29 14:55:46 -04:00
Josh Pigford
7d8028b505
Stock filter ( #1376 )
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* Initial pass at stock filtering
* Rough in filter
* Cleaning up security listing
* Tweak to search function
* Combobox tweaks
* Clean up search query
* Update trades test with combobox
* Update securities.yml
2024-10-28 15:49:19 -04:00
Josh Pigford
c2561b5fb4
Handle manually entered securities
2024-10-28 13:33:27 -04:00
Zach Gollwitzer
e5eb69bdc7
Fix hidden selection bars on account views
2024-10-28 11:29:52 -04:00
Guillem Arias Fauste
3cd364af09
fix bulk action bar positioning ( #1370 )
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* fix bulk action bar positioning
* remove extra space
2024-10-28 08:02:49 -04:00
dependabot[bot]
277fb3dc39
Bump mocha from 2.4.5 to 2.5.0 ( #1378 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.4.5 to 2.5.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.4.5...v2.5.0 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
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2024-10-28 07:56:44 -04:00
dependabot[bot]
439e50bb3e
Bump pg from 1.5.8 to 1.5.9 ( #1379 )
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Bumps [pg](https://github.com/ged/ruby-pg ) from 1.5.8 to 1.5.9.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md )
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.8...v1.5.9 )
---
updated-dependencies:
- dependency-name: pg
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>
2024-10-28 07:56:36 -04:00
dependabot[bot]
2141cbb041
Bump rails from 7.2.1.1 to 7.2.1.2 ( #1380 )
...
Bumps [rails](https://github.com/rails/rails ) from 7.2.1.1 to 7.2.1.2.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.1.1...v7.2.1.2 )
---
updated-dependencies:
- dependency-name: 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>
2024-10-28 07:56:25 -04:00
dependabot[bot]
d78f582af2
Bump ruby-lsp-rails from 0.3.20 to 0.3.21 ( #1381 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.20 to 0.3.21.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.20...v0.3.21 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2024-10-28 07:56:01 -04:00
dependabot[bot]
2adb54da99
Bump stripe from 13.0.1 to 13.0.2 ( #1382 )
...
Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.0.1 to 13.0.2.
- [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/v13.0.1...v13.0.2 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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2024-10-28 07:55:50 -04:00
Josh Pigford
45935db5f3
Remove dependency on stock exchange table ( #1368 )
2024-10-25 13:09:02 -05:00
Zach Gollwitzer
b75b41a5e2
Bump to v0.2.0-alpha.1
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-25 09:37:50 -04:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions ( #1359 )
...
* allow filtering uncategorized transactions
* user can filter uncategorized transactions test
* rubocop linting
2024-10-25 09:37:05 -04:00
Josh Pigford
aa3342b0dc
Stock imports ( #1363 )
...
* Initial pass
* Marketstack data provider
* Marketstack data provider
* Refactor a bit
2024-10-24 16:36:50 -05:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth ( #1364 )
2024-10-24 17:28:29 -04:00
Zach Gollwitzer
ba49fea89a
Locale updates
2024-10-24 16:43:59 -04:00
Zach Gollwitzer
89e107e36c
Remove good job dashboard route
2024-10-24 15:56:58 -04:00
Zach Gollwitzer
d93fbbcaa8
Fix tooltip on charts
2024-10-24 12:06:42 -04:00
Josh Pigford
e6403fab70
Modal design tweaks
2024-10-24 10:16:24 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
...
* 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 )
...
* 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
73e184ad3d
Stock Exchanges with seed ( #1351 )
...
* Stock Exchanges with seed
* Run the seed file on migration
* Fix for enum column
2024-10-22 14:30:57 -05:00
dependabot[bot]
d3a6f7e0f0
Bump tailwindcss-rails from 2.7.9 to 3.0.0 ( #1341 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.7.9 to 3.0.0.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.9...v3.0.0 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-10-22 15:11:26 -04:00
Josh Pigford
9313620968
Updated Synth env variable description
2024-10-22 13:10:51 -05:00
Josh Pigford
a4e87ffb4d
Delete extensions.json
2024-10-21 20:20:52 -05:00
Zach Gollwitzer
728b10d08e
Fix trade import mapping bug
2024-10-21 12:26:39 -04:00
dependabot[bot]
a27b17deae
Bump ruby-lsp-rails from 0.3.19 to 0.3.20 ( #1339 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.19 to 0.3.20.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.19...v0.3.20 )
---
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>
2024-10-21 10:14:05 -04:00
Nico
1b654faf9a
Fixes issue with mapping values during the transactions import ( #1327 )
...
* Adds custom debounce timeout to autosubmit form controller
- There's a default debounce timeout based on element type
- You can parameterize debounce timeout on a data-attribute
* Adds corrections based on js_lint
* Restores sleep on test
---------
Co-authored-by: Nicolás Galdámez <nicolas.galdamez@unagisoftware.com>
2024-10-21 10:13:55 -04:00
dependabot[bot]
9b6a2cce56
Bump turbo-rails from 2.0.10 to 2.0.11 ( #1343 )
...
Bumps [turbo-rails](https://github.com/hotwired/turbo-rails ) from 2.0.10 to 2.0.11.
- [Release notes](https://github.com/hotwired/turbo-rails/releases )
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.10...v2.0.11 )
---
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>
2024-10-21 10:12:35 -04:00
dependabot[bot]
5ff9012d3e
Bump rails from 7.2.1 to 7.2.1.1 ( #1340 )
...
Bumps [rails](https://github.com/rails/rails ) from 7.2.1 to 7.2.1.1.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.1...v7.2.1.1 )
---
updated-dependencies:
- dependency-name: 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>
2024-10-21 10:10:15 -04:00
dependabot[bot]
da7f19d5ab
Bump erb_lint from 0.6.0 to 0.7.0 ( #1337 )
...
Bumps [erb_lint](https://github.com/Shopify/erb-lint ) from 0.6.0 to 0.7.0.
- [Release notes](https://github.com/Shopify/erb-lint/releases )
- [Commits](https://github.com/Shopify/erb-lint/compare/v0.6.0...v0.7.0 )
---
updated-dependencies:
- dependency-name: erb_lint
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
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2024-10-21 09:53:51 -04:00
dependabot[bot]
a2e8fb5ce1
Bump good_job from 4.4.1 to 4.4.2 ( #1336 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.4.1 to 4.4.2.
- [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/v4.4.1...v4.4.2 )
---
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>
2024-10-21 09:53:41 -04:00
dependabot[bot]
b074762809
Bump faker from 3.4.2 to 3.5.1 ( #1338 )
...
Bumps [faker](https://github.com/faker-ruby/faker ) from 3.4.2 to 3.5.1.
- [Release notes](https://github.com/faker-ruby/faker/releases )
- [Changelog](https://github.com/faker-ruby/faker/blob/main/CHANGELOG.md )
- [Commits](https://github.com/faker-ruby/faker/compare/v3.4.2...v3.5.1 )
---
updated-dependencies:
- dependency-name: faker
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>
2024-10-21 09:53:33 -04:00
dependabot[bot]
3cc4cba2b3
Bump octokit from 9.1.0 to 9.2.0 ( #1342 )
...
Bumps [octokit](https://github.com/octokit/octokit.rb ) from 9.1.0 to 9.2.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v9.1.0...v9.2.0 )
---
updated-dependencies:
- dependency-name: octokit
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>
2024-10-21 09:52:49 -04:00
dependabot[bot]
cb752370cb
Bump aws-sdk-s3 from 1.167.0 to 1.169.0 ( #1344 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.167.0 to 1.169.0.
- [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>
2024-10-21 09:52:37 -04:00
dependabot[bot]
720d7aedaf
Bump stripe from 13.0.0 to 13.0.1 ( #1345 )
...
Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.0.0 to 13.0.1.
- [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/v13.0.0...v13.0.1 )
---
updated-dependencies:
- dependency-name: stripe
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>
2024-10-21 09:52:27 -04:00
Josh Pigford
07264e86cb
Add accounts count to Intercom
2024-10-19 14:54:51 -05:00
Zach Gollwitzer
3c0fdd84ee
Fix mode bug
2024-10-18 18:25:17 -04:00
Zach Gollwitzer
263d65ea7e
Basic account onboarding ( #1328 )
...
* Basic account onboarding
* Cleanup
2024-10-18 17:18:54 -04:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow ( #1324 )
...
* Move accountable partials
* Split accountables into separate view partials
* Fix test
* Add form to permitted partials
* Fix failing system tests
* Update new account modal views
* New sync algorithm implementation
* Update account system test assertions to match new behavior
* Fix off by 1 date error
* Revert new balance sync algorithm
* Add missing account overviews
2024-10-18 14:37:42 -04:00
Josh Pigford
c7c281073f
Impersonation ( #1325 )
...
* Initial impersonation
* Impersonation audit
* Keep super admin separate
* Remove vscode settings
* Comment cleanup
* Comment out impersonation fixtures for now
* Remove unused controlelr
* Add impersonation testing (#1326 )
* Add impersonation testing
* Remove unused method
* Update schema.rb
* Update brakeman
---------
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-18 11:26:58 -05:00
Ender Ahmet Yurt
4a3685f503
Redirect upload step ( #1323 )
...
* Redirect upload step
* Change redirect page regarding state of the import
2024-10-18 08:10:18 -05:00
Josh Pigford
75a390f03e
Account indexes to address some performance issues
2024-10-17 15:45:13 -05:00
Josh Pigford
d4bfcfb6f4
Fix for transaction drawer securities missing prices
...
Fixes #1321
2024-10-17 10:52:04 -05:00
Josh Pigford
b98f35af0e
Another tweak to the bug template
2024-10-17 10:39:56 -05:00
Josh Pigford
629565f7d8
Updated bug report template
2024-10-17 10:20:42 -05:00
Josh Pigford
4118cc8a31
Fix for scrollbars on alerts
...
Fixes #1320
2024-10-17 10:16:34 -05:00
Josh Pigford
61bf53f233
Rescue RecordNotUnique
...
Fixes #1319
2024-10-17 09:52:06 -05:00
Guillem Arias Fauste
7f4c1755ef
add dashboard account pill tooltips ( #1315 )
...
* add dashboard account pill tooltips
* Update app/views/shared/_text_tooltip.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
---------
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-10-16 13:14:43 -04:00
Tony Vincent
76decc06c3
Maintain order ( #1318 )
2024-10-16 12:09:52 -04:00
Zach Gollwitzer
f3bb80dde6
Fix pie chart
2024-10-14 17:21:51 -04:00
oxdev03
4ad28d6eff
Add BiomeJS for Linting and Formatting JavaScript relates to #1295 ( #1299 )
...
* chore: add formatting and linting for javascript code relates to #1295
* use spaces instaed
* add to recommended extensions
* only enforce lint
* auto save
2024-10-14 17:09:27 -04:00
dependabot[bot]
fa3b8b078c
Bump good_job from 4.3.0 to 4.4.1 ( #1302 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.3.0 to 4.4.1.
- [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/v4.3.0...v4.4.1 )
---
updated-dependencies:
- dependency-name: good_job
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>
2024-10-14 11:44:13 -04:00
dependabot[bot]
d4e7a983f4
Bump tailwindcss-rails from 2.7.7 to 2.7.9 ( #1304 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.7.7 to 2.7.9.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/v2.7.9/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.7...v2.7.9 )
---
updated-dependencies:
- dependency-name: tailwindcss-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>
2024-10-14 11:02:10 -04:00
dependabot[bot]
7f7140b1cc
Bump ruby-lsp-rails from 0.3.18 to 0.3.19 ( #1300 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.18 to 0.3.19.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.18...v0.3.19 )
---
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>
2024-10-14 11:01:56 -04:00
dependabot[bot]
437aa4bd39
Bump importmap-rails from 2.0.2 to 2.0.3 ( #1301 )
...
Bumps [importmap-rails](https://github.com/rails/importmap-rails ) from 2.0.2 to 2.0.3.
- [Release notes](https://github.com/rails/importmap-rails/releases )
- [Commits](https://github.com/rails/importmap-rails/compare/v2.0.2...v2.0.3 )
---
updated-dependencies:
- dependency-name: importmap-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>
2024-10-14 11:01:44 -04:00
dependabot[bot]
eabec71f70
Bump rails-settings-cached from 2.9.4 to 2.9.5 ( #1305 )
...
Bumps [rails-settings-cached](https://github.com/huacnlee/rails-settings-cached ) from 2.9.4 to 2.9.5.
- [Release notes](https://github.com/huacnlee/rails-settings-cached/releases )
- [Changelog](https://github.com/huacnlee/rails-settings-cached/blob/main/CHANGELOG.md )
- [Commits](https://github.com/huacnlee/rails-settings-cached/compare/v2.9.4...v2.9.5 )
---
updated-dependencies:
- dependency-name: rails-settings-cached
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>
2024-10-14 11:01:35 -04:00
dependabot[bot]
3bc960e6c1
Bump sentry-ruby from 5.20.1 to 5.21.0 ( #1306 )
...
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.20.1 to 5.21.0.
- [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/5.20.1...5.21.0 )
---
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>
2024-10-14 11:01:17 -04:00
Alex Hatzenbuhler
57a81e44ef
Add period to value delete modal ( #1297 )
2024-10-14 10:19:33 -04:00
Zach Gollwitzer
e357c0485f
Temp fix for Stimulus charts
2024-10-11 14:40:13 -04:00
Zach Gollwitzer
d9f11e002a
Release v0.1.0
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-11 13:15:46 -04:00
Zach Gollwitzer
c744237b55
Allow cents in start balance for accounts
2024-10-11 12:43:50 -04:00
Zach Gollwitzer
7dfd7408c7
Show correct precision on account page
2024-10-11 11:49:53 -04:00
Zach Gollwitzer
8f8988c03a
Fix minified JS in prod for chart controller
2024-10-11 11:37:33 -04:00
Zach Gollwitzer
a21061fb56
Private method syntax fix in prod
2024-10-11 11:34:51 -04:00
Alex Hatzenbuhler
c5bf1db230
Add additional subtypes, add None option, prefill edit with previously selected option. ( #1286 )
...
* Add additional subtypes and allow for None
* Add parens for consistency on 401
* Remove cryptocurrency investment subtype
* Handle nil value
* Use objects current subtype as the initial selection
* Remove "None" option to default to helper prompt
* Fix blank/none selection
* Only include blank if subtype is present
* Simplify investment subtype dropdown
* Improve depository subtype
2024-10-10 21:23:56 -04:00
Zach Gollwitzer
3610c6cae7
Add observed holidays to sync exceptions
2024-10-10 19:29:20 -04:00
Zach Gollwitzer
79ca7e2039
Preserve negative sign on raw CSV values
2024-10-10 18:57:00 -04:00
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set ( #1262 )
...
* fix: default value if user's name isn't set
* chore: matched code style
* fix: i18n key for fallback greeting
---------
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-10 18:03:47 -04:00
Zach Gollwitzer
3399b74849
Handle market holidays during holding sync ( #1292 )
...
* Handle market holidays during holding sync
* Use informal holidays instead of custom override
2024-10-10 18:02:12 -04:00
Arsen Shkrumelyak
77fc5caecf
Minor improvements to categories & changelog pages ( #1274 )
...
* ui: change category badge border color
* ui/ux: use author's name in changelog
* ui: badge border 25% -> 30%
2024-10-10 16:00:35 -04:00
Zach Gollwitzer
a20809eee3
When unassigned accounts in CSV import, always allow new account creation
2024-10-10 15:51:36 -04:00
Zach Gollwitzer
cd9f20747c
Allow inline account creation when importing CSV ( #1291 )
...
* Allow inline account creation when importing CSV
* Sanitize numeric inputs for CSV
* CSV import date validation
* Lint fix
2024-10-10 15:14:38 -04:00
Josh Pigford
1746533842
Default to "today" when entering a transactions and value entries
2024-10-10 12:24:20 -05:00
Josh Pigford
6b46831199
Intercom data update
2024-10-10 10:59:06 -05:00
Zach Gollwitzer
aa16807c6c
Allow institutions on edit account form
2024-10-10 11:43:28 -04:00
Zach Gollwitzer
dce9adb534
Add institution back as hidden field on account form
2024-10-10 11:39:50 -04:00
Zach Gollwitzer
26bd655e4c
Add value tab to investments
2024-10-10 11:35:10 -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
Guillem Arias Fauste
90278630ed
fix: amend inputs on loan, c.c., vehicle, and property partials ( #1281 )
...
* fix: use number inputs on partial loan and credit card form views
* amend vehicle partial
* amend property inputs
* fix lint
* Update app/views/accounts/accountables/_credit_card.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
* Update app/views/accounts/accountables/_loan.html.erb
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
---------
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-10-10 10:45:17 -04:00
Guillem Arias Fauste
977da34efc
fix: use correct delimiter on credit card zero values ( #1280 )
2024-10-10 10:14:05 -04:00
Zach Gollwitzer
6288139a41
Fix loan term display
2024-10-09 18:34:20 -04:00
Zach Gollwitzer
ff5408c131
Fix group trend color ( #1277 )
2024-10-09 18:20:45 -04:00
Zach Gollwitzer
0a303ccbd5
Fix currency formatting for 0 values ( #1276 )
...
* Fix currency formatting for 0 values
* Fix loan payment calculation for zero interest rate
2024-10-09 18:11:36 -04:00
Zach Gollwitzer
a2ab217925
Bug fixes for specialized account pages ( #1275 )
...
* Default for credit card fields
* Save institution on new account forms
* Fix property, vehicle, loan, credit card pages
2024-10-09 17:20:38 -04:00
Zach Gollwitzer
b4d0fdbe0d
Link to CSV imports ( #1273 )
...
* Link to CSV imports
* Stale param
2024-10-09 15:22:08 -04:00
Zach Gollwitzer
4bfe47540d
Basic trade and holdings view ( #1271 )
...
* Add trade view
* Lint fix
* Fix stale placeholder variable
* Add holding view
2024-10-09 14:59:18 -04:00
Josh Pigford
f5cb13b42f
Padding tweak
2024-10-09 13:20:36 -05:00
Josh Pigford
3893060f8e
Early access ( #1272 )
...
* 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
Zach Gollwitzer
54596d51f7
Fix account pill on dashboard ( #1270 )
2024-10-09 11:38:34 -04:00
Josh Pigford
7758f51be9
Support deprecated SELF_HOSTING_ENABLED variable for now
2024-10-09 09:56:22 -05:00
Josh Pigford
40c09279f3
i18n linter
...
I really need to remember to run these things before pushing
2024-10-09 09:16:15 -05:00
Josh Pigford
ad52207a25
Lint
2024-10-09 09:12:07 -05:00
Josh Pigford
a33ba11ce9
Update password_reset.html.erb
2024-10-09 09:06:41 -05:00
Josh Pigford
47a43a888c
Make the password reset mailer a bit more...beefy
2024-10-09 09:03:21 -05:00
Josh Pigford
0afab5296c
Email sender
2024-10-09 08:37:45 -05:00
Alter Lagos
0d7164af9b
Set 3000 as the default web port ( #1215 )
...
Having by default `PORT=` only assigns to that variable `0`, which is
interpreted by puma to start the web app in a random port when `bin/dev`
is called.
2024-10-09 08:21:15 -04:00
Josh Pigford
597079dc8d
Address faraday-multipart warning
2024-10-08 16:58:38 -05:00
Josh Pigford
fc91a34691
Change to mobile-web-app-capable meta tag
2024-10-08 16:56:30 -05:00
Zach Gollwitzer
fd941d714d
Add loan and credit card views ( #1268 )
...
* 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
9263dd3bbe
Allow promo codes in checkout
2024-10-08 15:19:23 -05:00
Josh Pigford
31f3ff6a16
Billing ( #1269 )
...
* 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
Josh Pigford
41dff228e8
Crop profile images
2024-10-08 14:25:34 -05:00
Josh Pigford
78b0674052
Support for Cloudflare R2
2024-10-08 13:05:45 -05:00
Josh Pigford
3461182725
Ensure self hosted for invite code listing
2024-10-08 12:36:06 -05:00
Josh Pigford
59e4eff24a
Lint
2024-10-08 12:30:28 -05:00
Josh Pigford
e70d3d1902
Generate multiple invites
2024-10-08 12:23:23 -05:00
Zach Gollwitzer
2f6479f058
Add empty states to account summary page ( #1265 )
...
* 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
Josh Pigford
ffd54e4065
Intercom integration ( #1267 )
...
* 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
591d149da9
Finalize other assets and liabilities view ( #1264 )
2024-10-07 20:23:33 -04:00
Zach Gollwitzer
c397f1bd2b
Hide infinity trend percentage changes ( #1261 )
2024-10-07 16:20:36 -04:00
Zach Gollwitzer
d2a6ab1e45
Hide currency for transfers ( #1260 )
2024-10-07 15:57:47 -04:00
dependabot[bot]
5e3a3b0b38
Bump webmock from 3.23.1 to 3.24.0 ( #1252 )
...
Bumps [webmock](https://github.com/bblimke/webmock ) from 3.23.1 to 3.24.0.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md )
- [Commits](https://github.com/bblimke/webmock/compare/v3.23.1...v3.24.0 )
---
updated-dependencies:
- dependency-name: webmock
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>
2024-10-07 10:30:22 -04:00
dependabot[bot]
563db0f8eb
Bump pagy from 9.0.9 to 9.1.0 ( #1251 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.9 to 9.1.0.
- [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/9.0.9...9.1.0 )
---
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>
2024-10-07 10:30:12 -04:00
dependabot[bot]
2dda598e8a
Bump importmap-rails from 2.0.1 to 2.0.2 ( #1255 )
...
Bumps [importmap-rails](https://github.com/rails/importmap-rails ) from 2.0.1 to 2.0.2.
- [Release notes](https://github.com/rails/importmap-rails/releases )
- [Commits](https://github.com/rails/importmap-rails/compare/v2.0.1...v2.0.2 )
---
updated-dependencies:
- dependency-name: importmap-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>
2024-10-07 10:29:09 -04:00
dependabot[bot]
388f8e4197
Bump ruby-lsp-rails from 0.3.16 to 0.3.18 ( #1258 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.16 to 0.3.18.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.16...v0.3.18 )
---
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>
2024-10-07 10:28:56 -04:00
dependabot[bot]
1d56c67b4f
Bump aws-sdk-s3 from 1.166.0 to 1.167.0 ( #1253 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.166.0 to 1.167.0.
- [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>
2024-10-07 10:24:10 -04:00
dependabot[bot]
f6619aa4e5
Bump tailwindcss-rails from 2.7.6 to 2.7.7 ( #1256 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.7.6 to 2.7.7.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.6...v2.7.7 )
---
updated-dependencies:
- dependency-name: tailwindcss-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>
2024-10-07 10:24:00 -04:00
dependabot[bot]
9453313f68
Bump propshaft from 1.0.1 to 1.1.0 ( #1257 )
...
Bumps [propshaft](https://github.com/rails/propshaft ) from 1.0.1 to 1.1.0.
- [Release notes](https://github.com/rails/propshaft/releases )
- [Commits](https://github.com/rails/propshaft/compare/v1.0.1...v1.1.0 )
---
updated-dependencies:
- dependency-name: propshaft
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>
2024-10-07 10:23:50 -04:00
Zach Gollwitzer
9ebcb6fc41
Bump to v0.1.0-alpha.18
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-04 15:09:58 -04:00
Zach Gollwitzer
24d3c0243f
Handle missing weekend stock prices in sync process ( #1242 )
...
* 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
e8d7ee3270
Add tag filtering ( #1240 )
2024-10-04 09:17:48 -04:00
Zach Gollwitzer
73d61fc990
Fix signage on transaction imports ( #1236 )
2024-10-03 14:59:24 -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 )
...
* 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
cb75c537fe
Fix import migration ( #1227 )
2024-10-01 18:59:35 -04:00
Zach Gollwitzer
b1d2dc5e97
Add DB connection troubleshooting to self hosting guide
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-01 18:57:38 -04:00
Zach Gollwitzer
c3c0ab3530
Fix incorrect partial sync balance generation ( #1223 )
2024-10-01 13:15:24 -04:00
Alter Lagos
fa3b1e016c
Sort currencies by name as a second order ( #1216 )
2024-10-01 10:48:39 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) ( #1209 )
...
* 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
dependabot[bot]
edbf4eb3d6
Bump aws-sdk-s3 from 1.164.0 to 1.166.0 ( #1217 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.164.0 to 1.166.0.
- [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>
2024-09-30 10:19:12 -04:00
dependabot[bot]
367073f046
Bump propshaft from 1.0.0 to 1.0.1 ( #1219 )
...
Bumps [propshaft](https://github.com/rails/propshaft ) from 1.0.0 to 1.0.1.
- [Release notes](https://github.com/rails/propshaft/releases )
- [Commits](https://github.com/rails/propshaft/compare/v1.0.0...v1.0.1 )
---
updated-dependencies:
- dependency-name: propshaft
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>
2024-09-30 10:19:03 -04:00
dependabot[bot]
2cb3d806d8
Bump sentry-rails from 5.19.0 to 5.20.1 ( #1220 )
...
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.19.0 to 5.20.1.
- [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/5.19.0...5.20.1 )
---
updated-dependencies:
- dependency-name: sentry-rails
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>
2024-09-30 10:18:47 -04:00
dependabot[bot]
3dd0aa2f37
Bump tailwindcss-rails from 2.7.4 to 2.7.6 ( #1207 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.7.4 to 2.7.6.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.4...v2.7.6 )
---
updated-dependencies:
- dependency-name: tailwindcss-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>
2024-09-24 17:08:29 -04:00
dependabot[bot]
2b9a7fdef3
Bump ruby-lsp-rails from 0.3.14 to 0.3.16 ( #1200 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.14 to 0.3.16.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.14...v0.3.16 )
---
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>
2024-09-24 17:02:09 -04:00
dependabot[bot]
cb14ef7655
Bump aws-sdk-s3 from 1.162.0 to 1.164.0 ( #1198 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.162.0 to 1.164.0.
- [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>
2024-09-24 17:01:54 -04:00
dependabot[bot]
73ceebccc2
Bump selenium-webdriver from 4.24.0 to 4.25.0 ( #1203 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.24.0 to 4.25.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.24.0...selenium-4.25.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
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>
2024-09-24 17:01:40 -04:00
dependabot[bot]
17f29de773
Bump dotenv-rails from 3.1.2 to 3.1.4 ( #1202 )
...
Bumps [dotenv-rails](https://github.com/bkeepers/dotenv ) from 3.1.2 to 3.1.4.
- [Release notes](https://github.com/bkeepers/dotenv/releases )
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md )
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.1.2...v3.1.4 )
---
updated-dependencies:
- dependency-name: dotenv-rails
dependency-type: direct:development
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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2024-09-24 17:01:23 -04:00
dependabot[bot]
60fadc1d68
Bump puma from 6.4.2 to 6.4.3 ( #1201 )
...
Bumps [puma](https://github.com/puma/puma ) from 6.4.2 to 6.4.3.
- [Release notes](https://github.com/puma/puma/releases )
- [Changelog](https://github.com/puma/puma/blob/master/History.md )
- [Commits](https://github.com/puma/puma/compare/v6.4.2...v6.4.3 )
---
updated-dependencies:
- dependency-name: puma
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-09-24 17:01:11 -04:00
dependabot[bot]
5eaf335c49
Bump faraday from 2.11.0 to 2.12.0 ( #1197 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.11.0 to 2.12.0.
- [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/v2.11.0...v2.12.0 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
update-type: version-update:semver-minor
...
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2024-09-24 17:01:01 -04:00
dependabot[bot]
be8f74b093
Bump turbo-rails from 2.0.7 to 2.0.10 ( #1196 )
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Bumps [turbo-rails](https://github.com/hotwired/turbo-rails ) from 2.0.7 to 2.0.10.
- [Release notes](https://github.com/hotwired/turbo-rails/releases )
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.7...v2.0.10 )
---
updated-dependencies:
- dependency-name: turbo-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-09-24 17:00:47 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha ( #1194 )
...
* Finalize profile settings page
* Translations
* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers ( #1191 )
...
* Finalize transaction drawer, simplify money form helpers
* Fix money form errors
* Reusable disclosure helper, fix styles
* Final style tweaks
2024-09-20 08:38:19 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters ( #1189 )
...
* Add type filters to transaction search
* Add amount filter
2024-09-17 10:38:02 -04:00
Tony Vincent
e06f0c76f9
Add error handling for vehicle and property account creation ( #1179 )
...
* add error handling for vehicle and property account creation
* Add required true for money_field
* Remove rescue in controllers
2024-09-17 10:37:09 -04:00
Zach Gollwitzer
aa6d755402
Fix styles on import modal ( #1188 )
...
* Fix styles on import modal
* Remove stale translations
2024-09-16 19:18:07 -04:00
dependabot[bot]
fd40111264
Bump propshaft from 0.9.1 to 1.0.0 ( #1187 )
...
Bumps [propshaft](https://github.com/rails/propshaft ) from 0.9.1 to 1.0.0.
- [Release notes](https://github.com/rails/propshaft/releases )
- [Commits](https://github.com/rails/propshaft/compare/v0.9.1...v1.0.0 )
---
updated-dependencies:
- dependency-name: propshaft
dependency-type: direct:production
update-type: version-update:semver-major
...
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2024-09-16 11:17:16 -04:00
dependabot[bot]
fc0bc1ac96
Bump ruby-lsp-rails from 0.3.13 to 0.3.14 ( #1181 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.13 to 0.3.14.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.13...v0.3.14 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2024-09-16 10:24:05 -04:00
dependabot[bot]
b7e3c61d09
Bump good_job from 4.2.1 to 4.3.0 ( #1183 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.2.1 to 4.3.0.
- [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/v4.2.1...v4.3.0 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-minor
...
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2024-09-16 10:23:54 -04:00
dependabot[bot]
8181781570
Bump tailwindcss-rails from 2.7.3 to 2.7.4 ( #1182 )
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Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.7.3 to 2.7.4.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.3...v2.7.4 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-09-16 10:14:06 -04:00
dependabot[bot]
5a5e27685a
Bump turbo-rails from 2.0.6 to 2.0.7 ( #1185 )
...
Bumps [turbo-rails](https://github.com/hotwired/turbo-rails ) from 2.0.6 to 2.0.7.
- [Release notes](https://github.com/hotwired/turbo-rails/releases )
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.6...v2.0.7 )
---
updated-dependencies:
- dependency-name: turbo-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-09-16 10:13:49 -04:00
dependabot[bot]
cc1954b33b
Bump aws-sdk-s3 from 1.160.0 to 1.162.0 ( #1184 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.160.0 to 1.162.0.
- [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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2024-09-16 09:44:12 -04:00
dependabot[bot]
9bb9a062ac
Bump pagy from 9.0.8 to 9.0.9 ( #1186 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.8 to 9.0.9.
- [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/9.0.8...9.0.9 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-09-16 09:43:59 -04:00
Zach Gollwitzer
52d3528361
Bump to v0.1.0-alpha.17
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-09-13 17:24:46 -04:00
Zach Gollwitzer
d3d9af8bce
Add basic self hosted onboarding ( #1177 )
...
* Add basic self hosted onboarding
* Lint fix
* Normalize translations
2024-09-13 17:24:19 -04:00
Zach Gollwitzer
0149ca4ea1
Transaction page design fixes ( #1176 )
...
* Fix transaction summary spacing
* Fix search input padding
* Search and transfer design fixes
2024-09-13 15:43:16 -04:00
Zach Gollwitzer
30f7c120e1
Allow partial investment quantities ( #1174 )
2024-09-13 11:45:27 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers ( #1175 )
2024-09-13 11:45:19 -04:00
Zach Gollwitzer
c28dd8f940
Omit trend if zero in sidebar ( #1173 )
...
* Omit trend if zero in sidebar
* Lint fix
2024-09-13 11:28:47 -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
Valentin Zwerschke
86741401c3
Fix text ( #1168 )
...
Signed-off-by: Valentin Zwerschke <vallezw@gmail.com>
2024-09-11 13:40:29 -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
Jestin Palamuttam
5178928b68
fix: html dialog not closing ( #1167 )
2024-09-11 09:24:38 -04:00
Zach Gollwitzer
ac0ff35360
Update empty account states on dashboard ( #1166 )
...
* Update empty account states on dashboard
* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
04037b8943
Consolidate transaction menu items ( #1164 )
...
* Fix valuation frame issue
* Consolidate transactions menu items
* Translations
2024-09-10 14:45:08 -04:00
Zach Gollwitzer
cb13fd2245
Fix valuation frame issue ( #1162 )
2024-09-09 17:13:52 -04:00
Zach Gollwitzer
eebc07d75e
Feedback page ( #1160 )
...
* 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
dependabot[bot]
c30c1b9698
Bump hotwire-livereload from 1.4.0 to 1.4.1 ( #1157 )
...
Bumps [hotwire-livereload](https://github.com/kirillplatonov/hotwire-livereload ) from 1.4.0 to 1.4.1.
- [Release notes](https://github.com/kirillplatonov/hotwire-livereload/releases )
- [Commits](https://github.com/kirillplatonov/hotwire-livereload/compare/v1.4.0...v1.4.1 )
---
updated-dependencies:
- dependency-name: hotwire-livereload
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2024-09-09 07:57:30 -04:00
dependabot[bot]
d3971f9cee
Bump inline_svg from 1.9.0 to 1.10.0 ( #1156 )
...
Bumps [inline_svg](https://github.com/jamesmartin/inline_svg ) from 1.9.0 to 1.10.0.
- [Release notes](https://github.com/jamesmartin/inline_svg/releases )
- [Changelog](https://github.com/jamesmartin/inline_svg/blob/main/CHANGELOG.md )
- [Commits](https://github.com/jamesmartin/inline_svg/compare/v1.9.0...v1.10.0 )
---
updated-dependencies:
- dependency-name: inline_svg
dependency-type: direct:production
update-type: version-update:semver-minor
...
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2024-09-09 07:57:15 -04:00
dependabot[bot]
9e4b931612
Bump pg from 1.5.7 to 1.5.8 ( #1158 )
...
Bumps [pg](https://github.com/ged/ruby-pg ) from 1.5.7 to 1.5.8.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md )
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.7...v1.5.8 )
---
updated-dependencies:
- dependency-name: pg
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-09-09 07:56:05 -04:00
dependabot[bot]
b44da70836
Bump aws-sdk-s3 from 1.159.0 to 1.160.0 ( #1159 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.159.0 to 1.160.0.
- [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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2024-09-09 07:55:51 -04:00
Zach Gollwitzer
0db75a019b
Revert "Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )" ( #1155 )
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This reverts commit 9172eb931b
.
2024-09-06 11:37:25 -04:00
dependabot[bot]
ee572d8d1f
Bump selenium-webdriver from 4.23.0 to 4.24.0 ( #1146 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.23.0 to 4.24.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.23.0...selenium-4.24.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
...
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2024-09-06 09:25:22 -04:00
dependabot[bot]
33d007a07b
Bump good_job from 4.2.0 to 4.2.1 ( #1144 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.2.0 to 4.2.1.
- [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/v4.2.0...v4.2.1 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-09-06 09:25:11 -04:00
dependabot[bot]
3673ab8f03
Bump faraday from 2.10.1 to 2.11.0 ( #1145 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.10.1 to 2.11.0.
- [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/v2.10.1...v2.11.0 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
update-type: version-update:semver-minor
...
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2024-09-06 09:25:02 -04:00
dependabot[bot]
fb42c2ad43
Bump pagy from 9.0.6 to 9.0.8 ( #1147 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.6 to 9.0.8.
- [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/9.0.6...9.0.8 )
---
updated-dependencies:
- dependency-name: pagy
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>
2024-09-06 09:24:44 -04:00
Tony Vincent
9172eb931b
Do not show registation link when REQUIRE_INVITE_CODE=true ( #1148 )
2024-09-06 08:52:26 -04:00
Josh Pigford
0c8cf7e217
Update .gitignore
2024-09-03 12:22:54 -04:00
Josh Pigford
0bbf7f82b7
.ai directory
2024-09-03 09:54:01 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily ( #1136 )
2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements ( #1135 )
2024-08-27 17:06:41 -04:00
Zach Gollwitzer
f82ce59dad
Fix merchants color picker ( #1134 )
...
* Fix merchants color picker
* Lint fixes
2024-08-26 19:18:27 -04:00
Zach Gollwitzer
166ed4b1ea
Fix account transaction form resetting amount to 0 ( #1133 )
2024-08-26 19:10:17 -04:00
dependabot[bot]
0c0db44b7f
Bump rails from 7.2.0 to 7.2.1 ( #1130 )
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Bumps [rails](https://github.com/rails/rails ) from 7.2.0 to 7.2.1.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.0...v7.2.1 )
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-08-26 10:38:46 -04:00
dependabot[bot]
cd254fd19b
Bump aws-sdk-s3 from 1.158.0 to 1.159.0 ( #1129 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.158.0 to 1.159.0.
- [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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2024-08-26 09:37:08 -04:00
dependabot[bot]
0d20be4905
Bump pagy from 9.0.5 to 9.0.6 ( #1128 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.5 to 9.0.6.
- [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/9.0.5...9.0.6 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-08-26 09:36:59 -04:00
Tony Vincent
cf861ccff9
Fix account sync when prices missing ( #1127 )
2024-08-26 09:36:27 -04:00
dependabot[bot]
525439e44d
Bump vcr from 6.2.0 to 6.3.1 ( #1131 )
...
Bumps [vcr](https://github.com/vcr/vcr ) from 6.2.0 to 6.3.1.
- [Release notes](https://github.com/vcr/vcr/releases )
- [Changelog](https://github.com/vcr/vcr/blob/master/CHANGELOG.md )
- [Commits](https://github.com/vcr/vcr/compare/v6.2.0...v6.3.1 )
---
updated-dependencies:
- dependency-name: vcr
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>
2024-08-26 09:35:04 -04:00
Tony Vincent
e1efe97e6f
Fix unable to create Deposit entries in investment portfolio ( #1125 )
...
* 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
52c729dc33
Bump to v0.1.0-alpha.16
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-23 10:39:14 -04:00
Zach Gollwitzer
de9723d63a
Fix file upload UI opening twice ( #1119 )
...
* Fix file selector opening twice
* rename click() method
* Remove unused method
* Credit original author
Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>
---------
Co-authored-by: Tony Yesudas <tonyvince7@gmail.com>
2024-08-23 10:30:08 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates ( #1118 )
...
* 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 )
...
* Add backend for property account details
* Rubocop updates
* Add property form with details
* Revert "Rubocop updates"
This reverts commit 05b0b8f3a4
.
* Bump brakeman to latest version
* Add overview section to property view
* Lint fixes
2024-08-23 08:47:08 -04:00
Zach Gollwitzer
4433488562
Fix holding name error ( #1113 )
...
* Add optional debugger to bin/dev script
* Fix holding naming
2024-08-20 17:35:23 -04:00
Zach Gollwitzer
37ae51f68a
Fix query when account has zero income and expense ( #1112 )
...
* Reproduce error
* Apply fix
* Remove uneeded helper
2024-08-20 15:44:32 -04:00
dependabot[bot]
793a6027a3
Bump tailwindcss-rails from 2.7.2 to 2.7.3 ( #1103 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.7.2 to 2.7.3.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.2...v2.7.3 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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2024-08-19 09:42:18 -04:00
dependabot[bot]
4d20b5f2d4
Bump good_job from 4.1.1 to 4.2.0 ( #1102 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.1.1 to 4.2.0.
- [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/v4.1.1...v4.2.0 )
---
updated-dependencies:
- dependency-name: good_job
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>
2024-08-19 09:42:02 -04:00
dependabot[bot]
7966c44d7f
Bump propshaft from 0.9.0 to 0.9.1 ( #1104 )
...
Bumps [propshaft](https://github.com/rails/propshaft ) from 0.9.0 to 0.9.1.
- [Release notes](https://github.com/rails/propshaft/releases )
- [Commits](https://github.com/rails/propshaft/compare/v0.9.0...v0.9.1 )
---
updated-dependencies:
- dependency-name: propshaft
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>
2024-08-19 09:41:51 -04:00
dependabot[bot]
30b2ff7aa6
Bump ruby-lsp-rails from 0.3.12 to 0.3.13 ( #1107 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.12 to 0.3.13.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.12...v0.3.13 )
---
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>
2024-08-19 09:26:01 -04:00
dependabot[bot]
f85fdba366
Bump aws-sdk-s3 from 1.157.0 to 1.158.0 ( #1105 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.157.0 to 1.158.0.
- [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>
2024-08-19 09:25:43 -04:00
dependabot[bot]
0cb4e968a0
Bump stimulus-rails from 1.3.3 to 1.3.4 ( #1106 )
...
Bumps [stimulus-rails](https://github.com/hotwired/stimulus-rails ) from 1.3.3 to 1.3.4.
- [Release notes](https://github.com/hotwired/stimulus-rails/releases )
- [Commits](https://github.com/hotwired/stimulus-rails/compare/v1.3.3...v1.3.4 )
---
updated-dependencies:
- dependency-name: stimulus-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>
2024-08-19 09:25:31 -04:00
dependabot[bot]
8ebf18e04d
Bump sentry-ruby from 5.18.2 to 5.19.0 ( #1108 )
...
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.18.2 to 5.19.0.
- [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/5.18.2...5.19.0 )
---
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>
2024-08-19 09:25:16 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files ( #1099 )
...
* Rename stimulus controller
* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Zach Gollwitzer
e6528bafec
Bump to v0.1.0-alpha.15
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-16 16:09:37 -04:00
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data ( #1098 )
...
* 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 )
...
* 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 )
...
* 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
Alexander Schrot
c70a08aca2
add pagination to account transactions list ( #1095 )
...
* add pagination to account transactions list
* use global pagination partial
2024-08-16 09:00:05 -04:00
Zach Gollwitzer
9dda2606d5
Bump Dockerfile to 3.3.4
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-15 13:23:40 -04:00
Zach Gollwitzer
acf3564a86
Fix for invalid accountable data ( #1086 )
2024-08-15 12:49:49 -04:00
Josh Pigford
1f6f55c4a8
Switch to general release of Rails 7.2
2024-08-15 11:17:28 -05:00
Zach Gollwitzer
0691041d37
Update required Ruby version for development in README
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-13 12:50:26 -04:00
Chris Covington
b437bb20c4
Bump ruby from 3.3.1 to 3.3.4 ( #1084 )
2024-08-13 12:49:51 -04:00
Pedro Carmona
3c64f3ff3b
Fix: i18n symbol typo ( #1085 )
2024-08-13 12:31:51 -04:00
dependabot[bot]
82d3b8bcaf
Bump rails from 43530b4
to f6d62b5
( #1083 )
...
Bumps [rails](https://github.com/rails/rails ) from `43530b4` to `f6d62b5`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](43530b4ac9...f6d62b5f21
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-08-12 20:41:33 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup ( #1076 )
2024-08-12 20:38:58 -04:00
dependabot[bot]
150fce41a8
Bump ruby-lsp-rails from 0.3.11 to 0.3.12 ( #1081 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.11 to 0.3.12.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.11...v0.3.12 )
---
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>
2024-08-12 20:33:49 -04:00
dependabot[bot]
67f65d399e
Bump bootsnap from 1.18.3 to 1.18.4 ( #1079 )
...
Bumps [bootsnap](https://github.com/Shopify/bootsnap ) from 1.18.3 to 1.18.4.
- [Changelog](https://github.com/Shopify/bootsnap/blob/main/CHANGELOG.md )
- [Commits](https://github.com/Shopify/bootsnap/compare/v1.18.3...v1.18.4 )
---
updated-dependencies:
- dependency-name: bootsnap
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>
2024-08-12 20:33:30 -04:00
dependabot[bot]
72fe6d87f0
Bump tailwindcss-rails from 2.6.5 to 2.7.2 ( #1078 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.5 to 2.7.2.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.5...v2.7.2 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
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>
2024-08-12 20:26:38 -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
f3c44464be
Update version.rb
...
Bump to v0.1.0-alpha.14
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-09 17:42:48 -04:00
Zach Gollwitzer
c0908f454a
Temp fix for missing accountables on self hosted instances ( #1071 )
...
* Temp fix #1068
* Cleanup
2024-08-09 13:31:32 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts ( #1066 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* 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
dependabot[bot]
9ad04a82cb
Bump rails from 5cb5cad
to 43530b4
( #1059 )
...
Bumps [rails](https://github.com/rails/rails ) from `5cb5cad` to `43530b4`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](5cb5cad322...43530b4ac9
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-08-05 09:13:34 -04:00
dependabot[bot]
7c878697f4
Bump pagy from 9.0.3 to 9.0.5 ( #1056 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.3 to 9.0.5.
- [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/9.0.3...9.0.5 )
---
updated-dependencies:
- dependency-name: pagy
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>
2024-08-05 09:13:03 -04:00
dependabot[bot]
cdb134077d
Bump good_job from 4.1.0 to 4.1.1 ( #1053 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.1.0 to 4.1.1.
- [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/v4.1.0...v4.1.1 )
---
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>
2024-08-05 09:00:32 -04:00
dependabot[bot]
65aeab4681
Bump aws-sdk-s3 from 1.156.0 to 1.157.0 ( #1054 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.156.0 to 1.157.0.
- [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>
2024-08-05 08:59:30 -04:00
dependabot[bot]
e0d2b951d6
Bump erb_lint from 0.5.0 to 0.6.0 ( #1057 )
...
Bumps [erb_lint](https://github.com/Shopify/erb-lint ) from 0.5.0 to 0.6.0.
- [Release notes](https://github.com/Shopify/erb-lint/releases )
- [Commits](https://github.com/Shopify/erb-lint/compare/v0.5.0...v0.6.0 )
---
updated-dependencies:
- dependency-name: erb_lint
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>
2024-08-05 08:58:05 -04:00
dependabot[bot]
4eeca00121
Bump faraday from 2.10.0 to 2.10.1 ( #1055 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.10.0 to 2.10.1.
- [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/v2.10.0...v2.10.1 )
---
updated-dependencies:
- dependency-name: faraday
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
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2024-08-05 08:57:19 -04:00
dependabot[bot]
07a7a6b1aa
Bump tailwindcss-rails from 2.6.4 to 2.6.5 ( #1058 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.4 to 2.6.5.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.4...v2.6.5 )
---
updated-dependencies:
- dependency-name: tailwindcss-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>
2024-08-05 08:57:03 -04:00
Zach Gollwitzer
edda5cb35b
Bump to v0.1.0-alpha.13
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-02 17:10:16 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
...
* Handle missing tickers in security price syncs
* Show combined cash and holdings value on account page
* Improve partial locals
2024-08-02 17:09:25 -04:00
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) ( #1039 )
...
* 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
c70c8b6d86
Ensure transfer name is populated ( #1042 )
...
* Ensure transfer name is populated
* Transfer amount fallback
2024-08-01 12:10:30 -04:00
Tony Vincent
f2a2d2f7e4
Fix demo data reset ( #1041 )
...
* Fix demo data reset
* Only delete test user
2024-08-01 08:56:32 -04:00
Mikhail Wahib
0a21c92643
fix: long emails overflow in account menu dropdown ( #1034 )
2024-07-31 12:24:01 -04:00
dependabot[bot]
2c5f647f53
Bump rails from 1b89033
to 5cb5cad
( #1035 )
...
Bumps [rails](https://github.com/rails/rails ) from `1b89033` to `5cb5cad`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](1b89033460...5cb5cad322
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
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2024-07-31 09:40:35 -04:00
dependabot[bot]
11f58537db
Bump pagy from 9.0.2 to 9.0.3 ( #1030 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.0.2 to 9.0.3.
- [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/9.0.2...9.0.3 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-07-31 09:32:09 -04:00
dependabot[bot]
6231814e1e
Bump mocha from 2.4.2 to 2.4.5 ( #1029 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.4.2 to 2.4.5.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.4.2...v2.4.5 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2024-07-31 09:31:13 -04:00
dependabot[bot]
7645a9ec56
Bump image_processing from 1.12.2 to 1.13.0 ( #1028 )
...
Bumps [image_processing](https://github.com/janko/image_processing ) from 1.12.2 to 1.13.0.
- [Changelog](https://github.com/janko/image_processing/blob/master/CHANGELOG.md )
- [Commits](https://github.com/janko/image_processing/compare/v1.12.2...v1.13.0 )
---
updated-dependencies:
- dependency-name: image_processing
dependency-type: direct:production
update-type: version-update:semver-minor
...
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2024-07-31 09:31:06 -04:00
dependabot[bot]
08b59ad5fe
Bump pg from 1.5.6 to 1.5.7 ( #1027 )
...
Bumps [pg](https://github.com/ged/ruby-pg ) from 1.5.6 to 1.5.7.
- [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md )
- [Commits](https://github.com/ged/ruby-pg/compare/v1.5.6...v1.5.7 )
---
updated-dependencies:
- dependency-name: pg
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-07-31 09:30:39 -04:00
dependabot[bot]
02adba5280
Bump tailwindcss-rails from 2.6.3 to 2.6.4 ( #1031 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.3 to 2.6.4.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.3...v2.6.4 )
---
updated-dependencies:
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dependency-type: direct:production
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2024-07-31 09:30:31 -04:00
dependabot[bot]
1f5721a8b1
Bump sentry-rails from 5.18.1 to 5.18.2 ( #1033 )
...
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.18.1 to 5.18.2.
- [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/5.18.1...5.18.2 )
---
updated-dependencies:
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dependency-type: direct:production
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2024-07-31 09:30:21 -04:00
pranavbabu
7ba9830db5
Fix: Omit layout for turbo frames with custom sidebar layout ( #1024 )
...
* Define layout method
* Use with_sidebar method
---------
Co-authored-by: Pranav Babu <babu@maindeck.io>
2024-07-26 12:00:41 -04:00
Zach Gollwitzer
dfc7e1c30c
Bump to v0.1.0-alpha.12
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-26 10:48:21 -04:00
Zach Gollwitzer
76dd5e57fb
Set minimum supported date for account entries ( #1023 )
...
* 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
701e17829d
Fix currency formatting in pie chart visualization ( #1022 )
2024-07-26 10:36:29 -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
Julius Mieliauskas
c8590d53ba
Fix curency format ( #1020 )
...
* Fixed currency formatting
* Revert "Fixed currency formatting"
This reverts commit 8c7ff442b8
.
* fix currency formating
2024-07-25 10:40:03 -04:00
Tony Vincent
f62c5e43c3
Fix form labels ( #1004 )
...
* Fix form labels
* Fix typo
* Change form builder
* Simplify label_html private method of StyledFormBuilder
2024-07-22 10:04:55 -04:00
dependabot[bot]
82568b4d8c
Bump rails from 8035bec
to 1b89033
( #1007 )
...
Bumps [rails](https://github.com/rails/rails ) from `8035bec` to `1b89033`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](8035bece70...1b89033460
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
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2024-07-22 10:00:39 -04:00
dependabot[bot]
9d006409c2
Bump turbo-rails from 2.0.5 to 2.0.6 ( #1008 )
...
Bumps [turbo-rails](https://github.com/hotwired/turbo-rails ) from 2.0.5 to 2.0.6.
- [Release notes](https://github.com/hotwired/turbo-rails/releases )
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.5...v2.0.6 )
---
updated-dependencies:
- dependency-name: turbo-rails
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-07-22 09:53:21 -04:00
dependabot[bot]
55a085f01f
Bump ruby-lsp-rails from 0.3.10 to 0.3.11 ( #1010 )
...
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.10 to 0.3.11.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.10...v0.3.11 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-type: direct:development
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...
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2024-07-22 09:53:01 -04:00
dependabot[bot]
23dcdf6e26
Bump selenium-webdriver from 4.22.0 to 4.23.0 ( #1011 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.22.0 to 4.23.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.22.0...selenium-4.23.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
...
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2024-07-22 09:52:34 -04:00
dependabot[bot]
05e3e689b5
Bump good_job from 4.0.3 to 4.1.0 ( #1012 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.0.3 to 4.1.0.
- [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/v4.0.3...v4.1.0 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-minor
...
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2024-07-22 09:52:17 -04:00
dependabot[bot]
01f50dc54c
Bump mocha from 2.4.0 to 2.4.2 ( #1013 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.4.0 to 2.4.2.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.4.0...v2.4.2 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2024-07-22 09:51:43 -04:00
dependabot[bot]
5d213f2e6a
Bump tailwindcss-rails from 2.6.1 to 2.6.3 ( #1014 )
...
Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 2.6.1 to 2.6.3.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.1...v2.6.3 )
---
updated-dependencies:
- dependency-name: tailwindcss-rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-07-22 09:51:31 -04:00
dependabot[bot]
952d847c15
Bump faker from 3.4.1 to 3.4.2 ( #1015 )
...
Bumps [faker](https://github.com/faker-ruby/faker ) from 3.4.1 to 3.4.2.
- [Release notes](https://github.com/faker-ruby/faker/releases )
- [Changelog](https://github.com/faker-ruby/faker/blob/main/CHANGELOG.md )
- [Commits](https://github.com/faker-ruby/faker/compare/v3.4.1...v3.4.2 )
---
updated-dependencies:
- dependency-name: faker
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2024-07-22 09:51:12 -04:00
Tony Vincent
e7dc6b88ea
Bump pagy with breaking changes fix ( #1016 )
2024-07-22 09:49:53 -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
c0e0c2bf62
Bump to v0.1.0-alpha.11
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-19 16:09:05 -04:00
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
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
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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
...
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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
...
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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
...
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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
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
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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
...
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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 )
---
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- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
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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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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
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>
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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
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
Signed-off-by: dependabot[bot] <support@github.com>
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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
...
Signed-off-by: dependabot[bot] <support@github.com>
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
...
Signed-off-by: dependabot[bot] <support@github.com>
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>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
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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2024-06-24 10:32:16 -04:00
dependabot[bot]
03e027e089
Bump selenium-webdriver from 4.21.1 to 4.22.0 ( #915 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.21.1 to 4.22.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.22.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
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>
2024-06-24 10:32:05 -04:00
dependabot[bot]
b7799aaa8e
Bump rails from 5d34172
to 9e370f0
( #913 )
...
Bumps [rails](https://github.com/rails/rails ) from `5d34172` to `9e370f0`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](5d34172ff4...9e370f0243
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-24 10:31:43 -04:00
Igor Carvalho
094128fef1
Fix issue #861 : Correct header selection logic in get_selected_header_for_field method ( #918 )
...
The get_selected_header_for_field method was incorrectly using the entire field object instead of the field key to dig into the column_mappings hash. This caused an error when trying to retrieve the selected header for a field.
2024-06-24 10:31:21 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group ( #905 )
2024-06-24 06:49:08 -04:00
Zach Gollwitzer
62d5df795b
Bump to v0.1.0-alpha.7
...
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-21 17:04:59 -04:00
Jakub Kottnauer
3cae528dfd
Allow transfers based on transactions in different currencies ( #903 )
...
* Allow transfers between transactions in different currencies
* Review fixes
2024-06-21 17:04:15 -04:00
Zach Gollwitzer
12380dc8ad
Account namespace updates: part 5 (valuations) ( #901 )
...
* Move Valuation to Account namespace
* Move account history to controller
* Clean up valuation controller and views
* Translations and cleanup
* Remove unused scopes and methods
* Pass brakeman
2024-06-21 16:23:28 -04:00
Jakub Kottnauer
0bc0d87768
Fix transfer note overflow style ( #902 )
2024-06-21 15:57:55 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements ( #873 )
...
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Changelog page that pulls from Github Release notes (#867 )
* Changelog page that pulls from Github Release notes
* Review changelog page styles
* Move changelog page title to i18n translations
* Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880 )
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.152.0 to 1.152.3.
- [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-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump mocha from 2.3.0 to 2.4.0 (#878 )
Bumps [mocha](https://github.com/freerange/mocha ) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0 )
---
updated-dependencies:
- dependency-name: mocha
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>
* Bump octokit from 8.1.0 to 9.1.0 (#877 )
Bumps [octokit](https://github.com/octokit/octokit.rb ) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* Bump rails from `f9c847f` to `5d34172` (#879 )
Bumps [rails](https://github.com/rails/rails ) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](f9c847fac1...5d34172ff4
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
* Update issue templates
* Add merchant select when editing transaction (#885 )
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* Ensure correct form's hidden input for selectedIds (#891 )
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* Transaction transfers, payments, and matching (#883 )
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
* feat: make transaction container fixed height
* feat: pagination per page query
* fix: linting errors
* revert unnecessary changes
* revert unnecessary changes
* code review changes
* code review changes
* code review changes
* remove unused imports
* fix: unit tests
* remove border
* fix: transaction padding
* fix: transaction container height
---------
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Tony Vincent
1e0635b31a
Closes maybe-finance/maybe#843 ( #900 )
...
Co-authored-by: Tony Yesudas <tony3vincent@icloud.com>
2024-06-21 10:51:36 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) ( #896 )
...
* Move Transfer to Account namespace
* Fix partial resolution due to namespacing plurality
* Make category and tag controllers consistent with namespacing convention
* Update stale partial reference
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace ( #895 )
2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace ( #894 )
2024-06-20 08:15:09 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 ( #893 )
...
* Rename accountable types
* Merge conflicts
* Fix broken tests
* Add back sidebar changes
2024-06-20 07:26:25 -04:00
ziraq young
778098ebb0
Ensure correct form's hidden input for selectedIds ( #891 )
2024-06-19 16:50:32 -04:00
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching ( #883 )
...
* Add transfer model and clean up family snapshot fixtures
* Ignore transfers in income and expense snapshots
* Add transfer validations
* Implement basic transfer matching UI
* Fix merge conflicts
* Add missing translations
* Tweak selection states for transfer types
* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Jakub Kottnauer
b462bc8f8c
Add merchant select when editing transaction ( #885 )
2024-06-18 08:54:25 -04:00
Zach Gollwitzer
73ecf0b912
Update issue templates
2024-06-17 12:12:41 -04:00
dependabot[bot]
cdaed495b3
Bump rails from f9c847f
to 5d34172
( #879 )
...
Bumps [rails](https://github.com/rails/rails ) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](f9c847fac1...5d34172ff4
)
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-06-17 12:04:16 -04:00
dependabot[bot]
651028a9f3
Bump octokit from 8.1.0 to 9.1.0 ( #877 )
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Bumps [octokit](https://github.com/octokit/octokit.rb ) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-17 11:59:13 -04:00
dependabot[bot]
c4fb9a54a2
Bump mocha from 2.3.0 to 2.4.0 ( #878 )
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Bumps [mocha](https://github.com/freerange/mocha ) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0 )
---
updated-dependencies:
- dependency-name: mocha
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>
2024-06-17 11:56:42 -04:00
dependabot[bot]
9af355fc59
Bump aws-sdk-s3 from 1.152.0 to 1.152.3 ( #880 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.152.0 to 1.152.3.
- [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-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-06-17 11:55:10 -04:00