Commit Graph

9 Commits

Author SHA1 Message Date
eureka928
329fe9832a Add Reset AI cache button to rules index
Add menu button with confirmation dialog to reset AI cache. Fix menu_item to safely handle non-standard confirm values.
2026-01-26 09:46:31 +01:00
Number Eight
0c6d208ef2 feat: implement expandable view for cashflow sankey chart (#739)
* feat: implement expandable view for cashflow sankey chart

* refactor: migrate cashflow dialog sizing to tailwind utilities

* refactor: declarative draggable restore on cashflow dialog close

* refactor: localized title and use Tailwind utilities

* refactor: update dialog interaction especially on mobile

* refactor: add global expand text to localization

* fix: restore draggable immediately after dialog close

* Whitespace noise

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-23 09:52:15 +01:00
LPW
a83f70425f Add SnapTrade brokerage integration with full trade history support (#737)
* Introduce SnapTrade integration with models, migrations, views, and activity processing logic.

* Refactor SnapTrade activities processing: improve activity fetching flow, handle pending states, and update UI elements for enhanced user feedback.

* Update Brakeman ignore file to include intentional redirect for SnapTrade OAuth portal.

* Refactor SnapTrade models, views, and processing logic: add currency extraction helper, improve pending state handling, optimize migration checks, and enhance user feedback in UI.

* Remove encryption for SnapTrade `snaptrade_user_id`, as it is an identifier, not a secret.

* Introduce `SnaptradeConnectionCleanupJob` to asynchronously handle SnapTrade connection cleanup and improve i18n for SnapTrade item status messages.

* Update SnapTrade encryption: make `snaptrade_user_secret` non-deterministic to enhance security.

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-22 20:52:49 +01:00
Alessio Cappa
fabd60c098 fix: PWA display issues (#653)
* feat: re-apply PWA changes from previous PR

* feat: adjust padding on pages for mobile

* fix: Add position relative to netWorthChart to avoid overflow issues on mobile

* fix: Add safe-area to progress bar

* feat: add missing class on html

* fix: Replace touch-none with overscroll-none
2026-01-15 12:53:35 +01:00
Dylan Corrales
3b1495422a DS::Menu: Prevent scrolling page content (#520) 2026-01-05 22:17:45 +01:00
soky srm
91a91c3834 Improvements (#379)
* Improvements

- Fix button visibility in reports on light theme
- Unify logic for provider syncs
- Add default option is to skip accounts linking ( no op default )

* Stability fixes and UX improvements

* FIX add unlinking when deleting lunch flow connection as well

* Wrap updates in transaction

* Some more improvements

* FIX proper provider setup check

* Make provider section collapsible

* Fix balance calculation

* Restore focus ring

* Use browser default focus

* Fix lunch flow balance for credit cards
2025-11-25 20:21:29 +01:00
Dylan Corrales
b533a9b9b7 PWA: DS::Menu - Place below button and center (#291)
* PWA: Floating Menu - Place below button and center

* PWA: menu_controller.js: null safety checks
2025-11-08 13:50:42 +01:00
Zach Gollwitzer
e8eb32d2ae Start and end balance breakdown in activity view (#2466)
* 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)
* [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