Commit Graph

13 Commits

Author SHA1 Message Date
Carlos Adames
b56dbdb9eb Feat: /import endpoint & drag-n-drop imports (#501)
* Implement API v1 Imports controller

- Add Api::V1::ImportsController with index, show, and create actions
- Add Jbuilder views for index and show
- Add integration tests
- Implement row generation logic in create action
- Update routes

* Validate import account belongs to family

- Add validation to Import model to ensure account belongs to the same family
- Add regression test case in Api::V1::ImportsControllerTest

* updating docs to be more detailed

* Rescue StandardError instead of bare rescue in ImportsController

* Optimize Imports API and fix documentation

- Implement rows_count counter cache for Imports
- Preload rows in Api::V1::ImportsController#show
- Update documentation to show correct OAuth scopes

* Fix formatting in ImportsControllerTest

* Permit all import parameters and fix unknown attribute error

* Restore API routes for auth, chats, and messages

* removing pr summary

* Fix trailing whitespace and configured? test failure

- Update Import#configured? to use rows_count for performance and consistency
- Mock rows_count in TransactionImportTest
- Fix trailing whitespace in migration

* Harden security and fix mass assignment in ImportsController

- Handle type and account_id explicitly in create action
- Rename import_params to import_config_params for clarity
- Validate type against Import::TYPES

* Fix MintImport rows_count update and migration whitespace

- Update MintImport#generate_rows_from_csv to update rows_count counter cache
- Fix trailing whitespace and final newline in AddRowsCountToImports migration

* Implement full-screen Drag and Drop CSV import on Transactions page

- Add DragAndDropImport Stimulus controller listening on document
- Add full-screen overlay with icon and text to Transactions index
- Update ImportsController to handle direct file uploads via create action
- Add system test for drag and drop functionality

* Implement Drag and Drop CSV upload on Import Upload page

- Add drag-and-drop-import controller to import/uploads/show
- Add full-screen overlay to import/uploads/show
- Annotate upload form and input with drag-and-drop targets
- Add PR_SUMMARY.md

* removing pr summary

* Add file validation to ImportsController

- Validate file size (max 10MB) and MIME type in create action
- Prevent memory exhaustion and invalid file processing
- Defined MAX_CSV_SIZE and ALLOWED_MIME_TYPES in Import model

* Refactor dragLeave logic with counter pattern to prevent flickering

* Extract shared drag-and-drop overlay partial

- Create app/views/imports/_drag_drop_overlay.html.erb
- Update transactions/index and import/uploads/show to use the partial
- Reduce code duplication in views

* Update Brakeman and harden ImportsController security

- Update brakeman to 7.1.2
- Explicitly handle type assignment in ImportsController#create to avoid mass assignment
- Remove :type from permitted import parameters

* Fix trailing whitespace in DragAndDropImportTest

* Don't commit LLM comments as file

* FIX add api validation

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Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: sokie <sokysrm@gmail.com>
2026-01-10 16:39:18 +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
Guilherme Mena
210b89cd17 Improve dark mode styles across multiple pages (#2125)
* fix: improve dark mode readability across the app

* fix: improve dark mode support for asset percentage text

* fix: apply suggested patch for theme-related improvements

* chore: apply PR feedback – remove dark:, align with design tokens, update form builder

* chore: revert background token and restore original style for visual consistency

* chore: remove unnecessary class attributes from form fields using builder

* refactor: move number_field and date_field into metaprogramming block

* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary

* fix: apply requested changes and linting fixes
2025-04-23 09:42:30 -04:00
neo773
65e1bc6edd Feature: Implement Mobile Responsiveness (#2092)
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* format

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* fix conflict

* fix conflict

* chore: run rubocop

* fix test

* update PWA logo

* fix tests

* chore: lint

* fix test

* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
Josh Pigford
88a6373e84 Implement dark mode (#2078)
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
0544089710 Account-level import configuration templates (#1946)
* Account-level import configuration templates

* Default import to family's preferred date format
2025-03-04 13:10:01 -05:00
Zach Gollwitzer
c5da8ea550 Allow CSV imports to be configured with single or multi-account mode (#1943)
* Allow CSV imports to be configured to a single account or multiple accounts

* Initialize import directly from accounts page

* Fix brakeman warnings

* Fix schema

* Fix Synth check
2025-03-03 12:47:30 -05:00
Zach Gollwitzer
849c58dd3e Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
a82c0303ce Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
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
398b246965 CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
2024-10-01 10:47:59 -04:00