Commit Graph

3 Commits

Author SHA1 Message Date
soky srm
4a29d030af Initial enable banking implementation (#382)
* Initial enable banking implementation

* Handle multiple connections

* Amount fixes

* Account type mapping

* Add option to skip accounts

* Update schema.rb

* Transaction fixes

* Provider fixes

* FIX account identifier

* FIX support unlinking

* UI style fixes

* FIX safe redirect and brakeman issue

* FIX

- pagination max fix
- wrap crud in transaction logic

* FIX api uid access

- The Enable Banking API expects the UUID (uid from the API response) to fetch balances/transactions, not the identification_hash

* FIX add new connection

* FIX erb code

* Alert/notice box overflow protection

* Give alert/notification boxes room to grow (3 lines max)

* Add "Enable Banking (beta)" to `/settings/bank_sync`

* Make Enable Banking section collapsible like all others

* Add callback hint to error message

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-29 13:31:08 +01:00
soky srm
e290e3d4a1 Recurring transactions (#271)
* Implement recurring transactions support

* Amount fix

* Hide section when any filter is applied

* Add automatic identify feature

Automatic identification runs after:
  - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
  - Plaid sync completes
  - SimpleFIN sync completes
  - LunchFlow sync completes
- Any new provider that we create.

* Fix linter and tests

* Fix address review

* FIX proper text sizing

* Fix further linter

Use circular distance to handle month-boundary wrapping

* normalize to a circular representation before computing the median

* Better tests validation

* Added some UI info

Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.

* Fix styling

* Revert text subdued look

* Match structure of the other sections

* Styling

* Restore positive amounts styling

* Shorten label for UI styling

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-01 09:12:42 +01:00
Amr Awad
26c18427c7 Add a 'Bank Sync' page in Settings (#111)
* add initial pages for Bank Sync and Lunch Flow

* update breadcrumbs on Lunch Flow page

* update content for Lunch Flow page

* add norefeerrer to Github link

* update lunch flow url

* nest lunch_flow resource under bank_sync

* add a provider link partial

* remove trailing whitespaces

* update providers style to match merchants page

* remove separate lunch flow page

* fix hover on dark mode

* point lunch flow to custom sure landing page

* [i18n] Bank Sync label

* [i18n] API Keys

* [i18n] Self-Hosting consistency

* Security breadcrum, not "securities" default

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-08-15 03:07:15 +02:00