Zach Gollwitzer
b2a56aefc1
Update Plaid cash balance on each sync
2024-12-10 18:54:09 -05:00
Zach Gollwitzer
46131fb496
Fix unique constraint errors on sync
2024-12-10 18:16:53 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* Start tests rework
* Cash balance on schema
* Add reverse syncer
* Reverse balance sync with holdings
* Reverse holdings sync
* Reverse holdings sync should work with only trade entries
* Consolidate brokerage cash
* Add forward sync option
* Update new balance info after syncs
* Intraday balance calculator and sync fixes
* Show only balance for trade entries
* Tests passing
* Update Gemfile.lock
* Cleanup, performance improvements
* Remove account reloads for reliable sync outputs
* Simplify valuation view logic
* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
Zach Gollwitzer
a9daba16c1
Fix account activity view search
2024-12-05 08:39:16 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key ( #1515 )
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* Handle invalid API key
* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3
Updated domain to maybefinance.com
2024-12-03 11:09:57 -06:00
Zach Gollwitzer
c456950de8
Fix transaction filters selection bar controller error
2024-12-02 14:06:56 -05:00
Zach Gollwitzer
9ec94cd1fa
Add context to plaid sync errors
2024-12-02 12:04:54 -05:00
Zach Gollwitzer
d592495be5
Fix sync error when security missing
2024-12-02 10:53:16 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
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* Consolidate entry controller logic
* Transaction builder
* Update trades controller to use new params
* Load account charts in turbo frames, fix PG overflow
* Consolidate tests
* Tests passing
* Remove unused code
* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Nikhil Badyal
76f2714006
Updated usage check threshold to 100pc instead of 1 ( #1504 )
2024-11-26 18:33:26 -05:00
Josh Pigford
a9b61a655b
Synth error handling ( #1502 )
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* Synth error handling
* Revert "Synth error handling"
This reverts commit fd6a0a12b49eee23ad8d7473ef15c12cf425e0c4.
* Simplify overage messaging
2024-11-26 07:45:00 -06:00
Zach Gollwitzer
955f211fe0
Allow 0 qty for Plaid imported trades
2024-11-25 13:28:31 -05:00
Evlos
570a0c7ff6
[#] base_url on synth.rb ( #1490 )
2024-11-25 10:17:00 -05:00
Zach Gollwitzer
a4adfed82b
Disable Plaid i18n until we support full i18n
2024-11-25 09:48:21 -05:00
Zach Gollwitzer
03e92e63a5
Attempt to sync transactions regardless of main item type
2024-11-25 09:32:07 -05:00
Arsen Shkrumelyak
c1034e6edf
Update index method in AccountsController to fetch all accounts ( #1491 )
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* Fetch all manual accounts, regardless of their active status
* Fetch all Plaid items, regardless of their active status
2024-11-22 15:28:36 -05:00
Arsen Shkrumelyak
1c2f075053
Fix bug: Loan % doesn't allow exact rate ( #1492 )
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* Fix bug: Loan % doesn't allow exact rate
Fixes #1487
Change the step of the interest rate field to 0.005.
It's unlikely that we'll see interest rates in smaller increments.
* step 0.005
* migration for loan interest rates precision
* add new line
2024-11-22 15:28:10 -05:00
Jestin Palamuttam
571fc4db75
Replaced Native Scrollbars with Tailwind Scrollbars on Windows ( #1493 )
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* feat: scrollbar styling for windows browsers
* fix: lint
2024-11-22 15:27:07 -05:00
Josh Pigford
c8302a6d49
Let super admins toggle admin bar
2024-11-22 14:22:52 -06:00
Zach Gollwitzer
c309c8abf8
Safely call liability object when syncing
2024-11-22 10:41:16 -05:00
Nico
242eb5cea1
Calculates balance based on previous transaction on the same date ( #1483 )
2024-11-22 09:38:41 -05:00
Zach Gollwitzer
6996a225ba
Add post-sync UI stream updates ( #1482 )
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* Add post-sync UI stream updates
* Fix stream channel id
2024-11-20 16:46:06 -05:00
Zach Gollwitzer
e641cfccd4
Add post-sync hook ( #1479 )
2024-11-20 11:01:52 -05:00
Zach Gollwitzer
d1b506d16c
Pass date as UTC for graphs
2024-11-19 16:23:21 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies ( #1477 )
2024-11-18 15:50:47 -05:00
Zach Gollwitzer
fcb95207d7
Limit transaction editing for crypto accounts
2024-11-18 12:49:03 -05:00
Zach Gollwitzer
743e291d56
Fix tooltip trend color
2024-11-18 12:01:27 -05:00
Zach Gollwitzer
6105f822b7
Display chart dates in UTC
2024-11-18 11:44:41 -05:00
Alex
9cc9f42bdc
Allow custom column separator for CSV parsing in uploads controller ( #1470 )
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* Allow custom column separator for CSV parsing in uploads controller
* Add column separator parameter for CSV uploads in tests
2024-11-18 11:31:17 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users ( #1476 )
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* Fix redirect 404 bug
* Make encryption optional for self-hosters
* Fix test
2024-11-18 10:47:05 -05:00
Zach Gollwitzer
69f6d7f8ea
Enable consent for additional plaid products
2024-11-15 17:33:18 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration ( #1433 )
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* 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
Sergio Behrends
3bc9da4105
Adds a common DE format ( #1445 )
2024-11-11 09:57:50 -05:00
Tony Vincent
278d04a73a
Fix registration fails silently when there are errors ( #1455 )
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* Fix registration fails silently with long passwords
* Add maxlength
2024-11-11 09:41:17 -05:00
Zach Gollwitzer
31ecd3ccd4
Fix precision in money input
2024-11-11 09:39:32 -05:00
Zach Gollwitzer
3ef67faf7e
Show search bar even when no results in entries
...
Fixes #1449
2024-11-11 09:26:19 -05:00
Zach Gollwitzer
8ba04b0330
Fix confirm message
2024-11-11 09:21:13 -05:00
Tony Vincent
b3ef995d1f
Fix duplicate invites ( #1437 )
...
Co-authored-by: Josh Pigford <josh@joshpigford.com >
2024-11-08 09:58:35 -06:00
bruno costanzo
a113d573d6
Skip account valuation on entry balance_after_entry ( #1435 )
2024-11-08 09:17:55 -05:00
Tony Vincent
3b928775a8
Fix timeframe dropdown next to Portfolio ( #1434 )
2024-11-08 09:10:05 -05:00
Josh Pigford
31d9d926f7
Fix for certain securities returning incorrect prices
2024-11-07 11:52:16 -06:00
Tony Vincent
154a1a971b
Exclude inactive accounts from networth calculation and from sidebar ( #1432 )
2024-11-07 10:14:12 -05:00
Tony Vincent
e434ed0e1f
Add text-overflow: ellipsis property for account name display ( #1431 )
2024-11-07 08:42:51 -06:00
Zach Gollwitzer
2722254be9
Sync account after balance deletion
...
- Fixes #1416
- Fixes timezone bugs in forms
2024-11-05 19:31:24 -05:00
Zach Gollwitzer
455257bf51
Show onboarding unless invitation present
...
Fixes #1421
2024-11-05 19:08:45 -05:00
Zach Gollwitzer
f2739b79fb
Improve password reset flow, normalize translations
2024-11-05 17:15:29 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms ( #1406 )
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* 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
Josh Pigford
85779b4038
super_admin should be valid for admin
2024-11-01 10:30:30 -05:00
Josh Pigford
793bd852a0
Family invites ( #1397 )
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* Initial pass at household invites
* Invitee setup
* Clean up add member form
* Lint and other tweaks
* Security cleanup
* Lint
* i18n fixes
* More i18n cleanup
* Show pending invites
* Don't use turbo on the form
* Improved email design
* Basic tests
* Lint
* Update onboardings_controller.rb
* Registration + invite cleanup
* Lint
* Update brakeman.ignore
* Update brakeman.ignore
* Self host invite links
* Test tweaks
* Address missing param error
2024-11-01 10:23:27 -05:00
