Josh Brown
19ee773d9b
Add ability to delete Maybe account ( #698 )
...
* Build out user deactivation and purging workflows
* Add i18n translations for user deletion
* Add tests for user deletion
* Fix lint issue
2024-04-30 11:40:31 -04:00
Jakub Kottnauer
9549182462
Add Transaction Merchant management ( #686 )
...
* Add basid crud for merchant management
* Tweak UI and add localization
* Fix lint
* Add filtering by merchant
* Add tests
* Add stimulus controller to update avatar in merchant form
* Add line between merchant rows
* Change default merchant color
* Cleanup
2024-04-29 15:17:28 -04:00
Zach Gollwitzer
5a5f13b46b
Add new settings profile and preferences pages ( #672 )
...
* Add new settings profile and preferences pages
* Fix lint errors
2024-04-25 07:54:56 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render ( #612 )
...
* v1 of backend implementation for self hosting
* Add docs
* Add upgrades controller
* Add global helpers for self hosting mode
* Add self host settings controller
* Conditionally show self hosting settings
* Environment and config updates
* Complete upgrade prompting flow
* Update config for forked repo
* Move configuration of github provider within class
* Add upgrades cron
* Update deploy button
* Update guides
* Fix render deployer
* Typo
* Enable auto upgrades
* Fix cron
* Make upgrade modes more clear and consistent
* Trigger new available version
* Fix logic for displaying upgrade prompts
* Finish implementation
* Fix regression
* Trigger new version
* Add i18n translations
* trigger new version
* reduce caching time for testing
* Decrease cache for testing
* trigger upgrade
* trigger upgrade
* Only trigger deploy once
* trigger upgrade
* If target is commit, always upgrade if any upgrade is available
* trigger upgrade
* trigger upgrade
* Test release
* Change back to maybe repo for defaults
* Fix lint errors
* Clearer naming
* Fix relative link
* Add abs path
* Relative link
* Update docs
2024-04-13 09:28:45 -04:00
Zach Gollwitzer
d29d465a3c
Basic transaction categories CRUD actions (inline) ( #601 )
...
* Fix dropdown issues and add dummy transaction category modal
* Minor namings tweaks
* Add search type
* Use new menu controller
* Complete basic transaction category inline CRUD actions
* Fix lint error
---------
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com >
2024-04-04 17:29:50 -04:00
Mattia
315c4bf1ec
Account Sync should happen at login, 1x per day, OR on-demand ( #594 )
...
* Add last_sync_date to accounts table
* Always sync Account after Valuation or Transaction creation, update, or deletion.
Skip sync if user clicks "sync" button without changing anything
* Sync user accounts daily based on last_login_at
2024-04-04 17:00:12 -04:00
Adrien Poly
d2df5b2872
add uniq index for users email to ensure uniqueness ( #567 )
2024-03-25 15:59:49 -04:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 ( #543 )
...
* Support all currencies, handle outside DB
* Remove currencies from seed
* Fix account balance namespace
* Set default currency on authentication
* Cache currency instances
* Implement multi-currency syncs with tests
* Series fallback, passing tests
* Fix conflicts
* Make value group concrete class that works with currency values
* Fix migration conflict
* Update tests to expect multi-currency results
* Update account list to use group method
* Namespace updates
* Fetch unknown exchange rates from API
* Fix date range bug
* Ensure demo data works without external API
* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Juan B. Rodriguez
49d1fe0e11
feat: add crypto account type to demo data ( #555 )
...
* feat: add crypto account type to demo data
* fix: set currency to BTC, revert schema migration change and fix tests
* fix: update dates in time_series tests
2024-03-19 15:34:35 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements ( #553 )
...
* Money improvements
* Replace all old money usage
2024-03-18 11:21:00 -04:00
Zach Gollwitzer
c60ddaec1d
Multi-currency part 1 ( #542 )
...
* Add family snapshots table
* Add snapshot method, clean up family expected results
* Remove old sync trigger
2024-03-11 16:32:13 -04:00
Cristiano Crolla
7f2633f9da
Add transaction sidebar ( #534 )
...
* Create sidebar element and working with turbo
* Add overview fields
* Add columns to transations and tidy modal
* permit new transaction params
* Add autosubmit form controller
* remove unused show code
2024-03-10 17:38:31 -04:00
Zach Gollwitzer
ed89ad522d
Add multi currency demo accounts ( #530 )
2024-03-07 17:46:36 -05:00
Jakub Kottnauer
90d0cc0c39
Add backend support for transaction categories ( #524 )
...
* Add backend support for transaction categories
* Fix tests
* Localize default category names
* Add tests
* Remove category icon and set default color
2024-03-07 13:15:50 -05:00
Zach Gollwitzer
ad7136cb63
Add accounts management list ( #522 )
...
* Add accounts management
* Normalize i18n file
* Get turbo streams working
* Ignore disabled accounts in calculations
* Add empty state
2024-03-07 10:55:51 -05:00
Zach Gollwitzer
facd74f733
Net worth calculation ( #508 )
...
* Add classification generated column to account
* Add basic net worth calculation
* Add net worth tests
* Fix lint errors
2024-03-04 08:31:22 -05:00
Zach Gollwitzer
14641d16de
Add Local Development Demo Data ( #502 )
...
* Clean up seeds, add development demo data
* Handle liability account display and sync
* Fix tests
2024-02-29 16:35:54 -05:00
Zach Gollwitzer
dbf575c02a
Basic Account Balance Sync Algorithm ( #501 )
...
* Sketch out sync interface
* Add basic account sync algorithm
* Update logic for final balance in series
* Remove start_date concept
* Clean up tests
* Improve clarity of test
* Update app/models/account.rb
Co-authored-by: Rob Zolkos <rob@zolkos.com >
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com >
* Update app/models/transaction.rb
Co-authored-by: Rob Zolkos <rob@zolkos.com >
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com >
* Update app/models/valuation.rb
Co-authored-by: Rob Zolkos <rob@zolkos.com >
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com >
* Re-organize code, simplify job interface
* Consolidate balance calculations
* More cleanup
---------
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com >
Co-authored-by: Rob Zolkos <rob@zolkos.com >
2024-02-29 08:32:52 -05:00
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
Zach Gollwitzer
87b97b3c41
Scaffold out basic transactions model and UI ( #478 )
...
* Transaction scaffold
* Rough in transaction views
* Fix sort order
* Fix mass assignment issue
* Fix test
* Simplify CI workflow
* Don't seed db before test
2024-02-23 21:34:33 -05:00
Zach Gollwitzer
7e324f1b53
Scaffold out Account Syncing ( #474 )
...
* Add trends, time series, seed data
* Remove test data
* Replace old view values with helpers
* Fix tooltip bugs in D3 chart
* Fix tests
* Fix smoke test
* Add CRUD actions for valuations
* Scaffold out inline editing with Turbo
* Refactor series logic
* Scaffold out basic sync process for accounts
* Fix tests
2024-02-22 11:35:06 -05:00
Zach Gollwitzer
b5b2d335fd
Add Live Data to Account Page ( #464 )
...
* Add trends, time series, seed data
* Remove test data
* Replace old view values with helpers
* Fix tooltip bugs in D3 chart
* Fix tests
* Fix smoke test
* Add CRUD actions for valuations
* Scaffold out inline editing with Turbo
2024-02-20 09:07:55 -05:00
Adrien Poly
093ddba28f
Update database migrations and strengthen db smoke tests ( #462 )
2024-02-14 19:48:35 -05:00
Zach Gollwitzer
3ec9c9b56b
Scaffold out the UI for individual account page ( #461 )
...
* Add `AccountBalance` table for account views
* Scaffold out account UI
* Add D3 line chart scaffolding
* Style fixes
2024-02-14 13:02:11 -05:00
Josh Pigford
74f245711a
Merge branch 'main' of https://github.com/maybe-finance/maybe
2024-02-11 12:51:04 -06:00
Josh Pigford
4867e2691d
Lint
2024-02-11 12:38:15 -06:00
Adrien Poly
d3151be9ae
fix migration and add smoke test for migrations ( #438 )
...
* adds a smoke test in the CI for the migration
* add back money rails gem
* really remove money-rails
* update the migration to remove add_monetize
2024-02-11 12:34:18 -06:00
Josh Pigford
c483153721
Seed with USD
2024-02-11 12:31:29 -06:00
Josh Pigford
aa351ae616
Multi-currency support ( #425 )
...
* Initial foundational pass at multi-currency
* Default format currency
* More work on currency and exchanging
* Re-build currencies on change
* Currency import/setup
* Background job overhaul + cheaper OXR plan support
* Lint fixes
* Test fixes
* Multi-currency setup instructions
* Allow decimals in the balance field
* Spacing fix for form
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com >
2024-02-10 16:18:56 -06:00
Daniel Veloso
88b4f2fb6b
fix: money migration ( #354 )
2024-02-07 09:22:19 -06:00
Muhammed Kılıç
595cfeff9a
Update seeds.rb with sample user ( #326 )
...
* Update seeds.rb with sample user
Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com >
* Update create with create_or_find_by
Co-authored-by: Sebastián Caraballo <sebastiancaruy1@gmail.com >
Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com >
* Update user create with create_or_find_by
Co-authored-by: Sebastián Caraballo <sebastiancaruy1@gmail.com >
Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com >
* Update seed data
* Update README with seed credentials
---------
Signed-off-by: Muhammed Kılıç <muhammeddkilicc@gmail.com >
Co-authored-by: Sebastián Caraballo <sebastiancaruy1@gmail.com >
2024-02-06 13:24:14 -06:00
Nidhi Sarvaiya
1182ab39bd
Integrate money-rails gem ( #268 )
...
* Integrate money-rails gem
* Fix Lint issues
* Basic test for monetize feature
* Merge main branch
* Changes to monetize balance field
---------
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com >
2024-02-06 12:30:51 -05:00
Jose Farias
841d5aaf50
Add unique index for invite code tokens ( #267 )
2024-02-02 23:06:31 -06:00
Rob Zolkos
e7d7c70b2f
Remove account type column
2024-02-03 03:09:54 +00:00
Rob Zolkos
7f2988b7f0
Add index
2024-02-03 02:49:24 +00:00
Rob Zolkos
71939d6fb5
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
Jose Farias
b3a792c47d
Implement invitation codes
2024-02-02 17:55:27 -06:00
Josh Pigford
99de24ac70
Initial commit
2024-02-02 09:05:04 -06:00
