Commit Graph

29 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.

---------

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
Matthew Kilpatrick
68864b1fdb Add instituion details & notes to Account model (#481)
- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields
2025-12-24 00:59:50 +01:00
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
Zach Gollwitzer
662f2c04ce Multi-step account forms + clearer balance editing (#2427)
* 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
Zach Gollwitzer
90a9546f32 Pre-launch design sync with Figma spec (#2154)
* 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
Joseph Ho
f181ba941f loan: Set the first valuation as the original principal. (#2088)
Fix: #1645.
2025-04-14 09:09:25 -04:00
Josh Pigford
a4874815a6 Add breadcrumbs support across application (#1897)
* 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
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
2c2b600163 Improve speed of transactions page (#1752)
* 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
Harshit Chaudhary
eabfb7aae1 Added Decimal Support in min transaction (#1681)
* Added Decimal Support in min transaction

* fix: Using inbuilt money field

* Updated Test
2025-01-27 09:33:56 -05:00
Zach Gollwitzer
cbba2ba675 Basic Plaid Integration (#1433)
* 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
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
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
Zach Gollwitzer
c744237b55 Allow cents in start balance for accounts 2024-10-11 12:43:50 -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
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
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
Tony Vincent
277e4476d9 Fix missing sync_all_button partial (#1172)
* 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
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 05b0b8f3a4eb8f444997b9bef18ffc972a8be69e.

* Bump brakeman to latest version

* Add overview section to property view

* Lint fixes
2024-08-23 08:47:08 -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
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
Zach Gollwitzer
9bda7efc3f New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00
Zach Gollwitzer
7d48c01833 Prepare fixture data for account sync tests (#493)
* Rename account balance field for clarity

`original_balance` and `original_currency` may infer that these values are "original" to the account.  In reality, they represent the "current" balance and currency on the account.

* Prepare fixture data for account sync testing

* Update to new field

* Fix conflicts

* Remove local schema change
2024-02-27 12:43:49 -05:00
Pedro López Mareque
5de5199459 Skip system test instead of comment it (#348)
* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page

* feat: skip system test with an explanation instead of comment them

* fix typo in the skip
2024-02-07 09:09:35 -06:00
Josh Pigford
19413b0f8d Disabling this block for now
UI is changing to quickly to do systems testing
2024-02-06 12:02:43 -06:00
Zach Gollwitzer
64c8774867 Fix system test 2024-02-06 12:32:09 -05:00
Dwight Watson
e812b715d3 First pass at a system test (#305) 2024-02-05 15:19:31 -06:00