Commit Graph

12 Commits

Author SHA1 Message Date
Brendon Scheiber
7411db5689 feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)
* add missing Hungarian translations for newly extracted strings

Replace hard-coded UI strings with I18n lookups across controllers, models and views (breadcrumbs, dashboard, reports, settings, transactions, balance sheet, MFA status). Update models to use translations for category defaults, account/display names, classification group and period labels; remove a few hardcoded display_name methods. Add and update numerous locale files (English and extensive Hungarian translations, plus model/view/doorkeeper entries) to provide the required keys. These changes centralize copy for localization and prepare the app for Hungarian/English UI text.

* Pluralize account type labels; tidy Crypto model

Update English locale account type labels to use plural forms for consistency (Investment(s), Properties, Vehicles, Other Assets, Credit Cards, Loans, Other Liabilities). Also remove an extra blank line in app/models/crypto.rb to tidy up formatting.

* Back to singular

* fix(i18n): separate singular and group account labels

* Update _accountable_group.html.erb

* Use I18n plural names for account types

Change Accountable#display_name to look up pluralized account type names via I18n (accounts.types_plural.<underscored_class>) with a fallback to the legacy display logic. Add legacy_display_name helper to preserve previous behavior (singular for Depository and Crypto, pluralized otherwise). Add corresponding types_plural entries in English and Hungarian locale files for various account types.

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Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: sure-admin <sure-admin@splashblot.com>
2026-05-18 20:49:28 +02:00
soky srm
9410e5b38d Providers sharing (#1273)
* third party provider scoping

* Simplify logic and allow only admins to mange providers

* Broadcast fixes

* FIX tests and build

* Fixes

* Reviews

* Scope merchants

* DRY fixes
2026-03-25 17:47:04 +01:00
soky srm
12d2f4e36d Provider merchants enhancement (#1254)
* Add AI merchant enhancement and dedup

* Enhancements

Add error if job is already running
add note that we also merge merchants

* Allow updating provider website

* Review fixes

* Update provider_merchant.rb

* Linter and fixes

* FIX transaction quick menu modal
2026-03-23 12:34:43 +01:00
soky srm
4cc321a083 Family merchant logo (#660)
* FIX merchant regression

* Add logo support for family merchants

* Update family_merchant.rb
2026-01-15 17:00:32 +01:00
soky srm
5750e69acf Provider investment fixes (#600)
* FIX issue with stock price retrieval on weekend

* make weekend provisional and increase lookback

* FIX query error

* fix gap fill

The bug: When a price is provisional but the provider doesn't return a new value (weekends), we fall back to the existing DB value instead of gap-filling from Friday's correct price.

* Update importer.rb

Align provider fetch to use PROVISIONAL_LOOKBACK_DAYS for consistency. In the DB fallback, derive currency from provider_prices or db_prices and filter the query accordingly.

* Update 20260110122603_mark_suspicious_prices_provisional.rb

* Delete db/migrate/20260110122603_mark_suspicious_prices_provisional.rb

Signed-off-by: soky srm <sokysrm@gmail.com>

* Update importer.rb

* FIX tests

* FIX last tests

* Update importer_test.rb

The test doesn't properly force effective_start_date to skip old dates because there are many missing dates between the old date and recent dates. Let me fix it to properly test the subset processing scenario.

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Signed-off-by: soky srm <sokysrm@gmail.com>
2026-01-10 15:43:07 +01:00
soky srm
76dc91377c Merchants improvements (#594)
* FIX logos

* Implement merchant mods

* FIX confirm issue

* FIX linter

* Add recently seen merchants to re-add if needed

* Update merge.html.erb

* FIX do security check

* Add error handling for update failures.
2026-01-09 19:38:04 +01:00
Juan José Mata
a790009290 Display provider merchants alongside family merchants (#418)
* Display provider merchants alongside family merchants

* Styling

* Rabbit suggestion
2025-12-05 22:15:07 +01:00
Dylan Corrales
ce73459f08 Update comment 2025-11-04 09:03:57 -05:00
Dylan Corrales
c49832a401 Merchants: Display all merchants on Settings page 2025-11-04 08:09:57 -05:00
soky srm
369ae8a6da Fix "invisible" merchants (#262)
- Fix display issues on the settings -> merchants page.
Currently it was showing only user created merchants, not provider created ones.
  - SimpleFin had its own MerchantDetector class that directly called ProviderMerchant.find_or_create_by!
  - This was inconsistent with Plaid and Lunchflow which use the centralized import_adapter.find_or_create_merchant method
  - Different unique keys: SimpleFin used source + name, others used source + provider_merchant_id
2025-10-30 21:30:20 +01:00
Zach Gollwitzer
9afc50a146 Fix merchant editing (#2349) 2025-06-09 10:50:56 -04:00
Zach Gollwitzer
297a695d0f Transaction rules engine V1 (#1900)
* 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 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e.

* 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