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6 Commits

Author SHA1 Message Date
Sure Admin (bot)
ae37c2495f Fix loan account subtype not persisting on create (#1491) 
* Fix loan account subtype not persisting on create

The LoansController was missing :subtype in permitted_accountable_attributes,
causing form submissions with account[subtype] to be silently ignored.

This is the same bug that was fixed for Investment accounts in PR #1039
and Crypto accounts in PR #1022.

Fixes: loan account subtype not saving (v0.7.0-alpha.4)

* Validate loan subtype values

Agent-Logs-Url: https://github.com/we-promise/sure/sessions/54bc6874-2cc0-43aa-ac44-9acd50316be3

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

---------

Co-authored-by: SureBot <sure-bot@we-promise.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
 2026-04-18 00:06:24 +02:00
Joseph Ho
f181ba941f loan: Set the first valuation as the original principal. (#2088) 
Fix: #1645.
 2025-04-14 09:09:25 -04:00
Zach Gollwitzer
65db49273c Account Activity View + Account Forms (#1406) 
* 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
Zach Gollwitzer
263d65ea7e Basic account onboarding (#1328) 
* Basic account onboarding

* Cleanup
 2024-10-18 17:18:54 -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
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