Zach Gollwitzer
a268c5a563
Revert "Add env to toggle provider price syncs"
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This reverts commit 0006b6f6ca
2025-05-09 17:47:35 -04:00
Zach Gollwitzer
0006b6f6ca
Add env to toggle provider price syncs
2025-05-09 16:59:23 -04:00
Zach Gollwitzer
48a07d6158
Revert batch upserting
2025-05-09 16:42:44 -04:00
Zach Gollwitzer
5d798fe0a0
Remove retry logic from security upsert
2025-05-09 16:31:16 -04:00
Zach Gollwitzer
f07c41821e
Add warn log for security price upsert retries
2025-05-09 16:05:10 -04:00
Zach Gollwitzer
7605b0221d
Batch upsert security prices on sync
2025-05-09 15:56:48 -04:00
Zach Gollwitzer
ab2cec55e7
Propagate child sync errors up to parent, fix sync status ( #2232 )
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* Propagate child sync errors up to parent, fix sync status
* Remove testing error
2025-05-09 14:56:49 -04:00
Alex Hatzenbuhler
3371243a00
Use single list for desktop and mobile nav bars ( #2227 )
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* Add rules_label to locale file
* Add rules to settings sidebar, use locale text
* Use a single list for mobile and desktop nav
2025-05-09 09:52:18 -04:00
Zach Gollwitzer
d8e058d7c6
Handle case sensitive values when creating securities
2025-05-08 14:31:43 -04:00
Zach Gollwitzer
867318cbc1
Improve sync data management
2025-05-08 12:52:40 -04:00
Zach Gollwitzer
1e5edd9f2f
Fix Plaid cash balance double counting ( #2222 )
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* Fix Plaid cash balance double counting
* Fix today's cash balance
* Simplify balance trends in activity view
2025-05-08 12:25:53 -04:00
Alex Hatzenbuhler
42207e487e
Fix dark mode welcome screen for self-hosting ( #2225 )
2025-05-08 08:45:28 -05:00
Zach Gollwitzer
ea1b6f2bd8
Fix chart timezone bug ( #2224 )
2025-05-07 22:19:09 -04:00
Zach Gollwitzer
2707a40a2a
Handle nested child syncs ( #2220 )
2025-05-07 18:12:08 -04:00
Zach Gollwitzer
8b857e9c8a
Notify parent sync in ensure block
2025-05-07 16:51:11 -04:00
Zach Gollwitzer
a07e9d40a3
Transactional locks for sync completions ( #2219 )
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* Transactional locks for sync completions
* Lower sync display logic tolerance in UI
2025-05-07 16:28:58 -04:00
Zach Gollwitzer
71be2a04ad
Fix rule title reference
2025-05-07 14:10:56 -04:00
Zach Gollwitzer
a67f36bf64
Prevent account deletions when account is linked to a Plaid Item ( #2218 )
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* Prevent account deletions when account is linked to a Plaid Item
* Only guard deletions in UI and controller, not at model level
2025-05-07 13:56:20 -04:00
Zach Gollwitzer
628d266980
Fix merchant assignment to transactions
2025-05-07 11:05:29 -04:00
Zach Gollwitzer
2b2dfd03e0
Fix select contrast issues in dark mode forms
2025-05-07 10:23:06 -04:00
Zach Gollwitzer
fb7107d614
feature(dark mode): misc design fixes ( #2215 )
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* Fix category dark mode styles
* Fix sidebar account tab states
* Fix dashboard balance sheet group styles
* Fix budget dark mode styles
* Fix chart gradient split
* Fix prose styles in dark mode
* Add back chat nav id for tests
2025-05-07 09:26:06 -04:00
Zach Gollwitzer
c26a7dd2dd
Handle super admins for billing emails
2025-05-06 14:14:57 -04:00
Zach Gollwitzer
5da4bb6dc3
Subscription tests and domain ( #2209 )
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* Save work
* Subscriptions and trials domain
* Store family ID on customer
* Remove indirection of stripe calls
* Test simplifications
* Update brakeman
* Fix stripe tests in CI
* Update billing page to show subscription details
* Remove legacy columns
* Complete billing settings page
* Fix hardcoded plan name
* Handle subscriptions for self hosting mode
* Lint fixes
2025-05-06 14:05:21 -04:00
Joseph Ho
8c10e87387
holding: Add multi-currency support for average costs calculations. ( #2153 )
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Fixes : #2051 .
2025-05-06 12:12:44 -04:00
Alex Hatzenbuhler
60c3a04a48
Add rule option to change transaction name ( #2175 )
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* Add change name rule for transaction
* Use HTML template in the ERB, clone and inject those templates from the stimulus controller
* Put back the ai_enabled check
* Update docs
* Example of what no case statement would look like
* Remove action_type and needs_value now that controller is injecting templates/hiding action target
* add "to" to template, improve no-option selection, ensure text box is cleared
2025-05-06 12:11:56 -04:00
Alex Hatzenbuhler
c0267d5665
Use icon helper for all-the-things ( #2191 )
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* Use icon helper for all-the-things
* Pass size and color to the icon from buttonish components directly
2025-05-06 12:08:18 -04:00
Zach Gollwitzer
0fdeebceb1
Fix bulk edit dialog form structure
2025-05-06 11:53:12 -04:00
Zach Gollwitzer
2e0794b8e1
Fix bulk editing
2025-05-06 11:01:15 -04:00
Zach Gollwitzer
2000f05453
Match Plaid holding values on current day ( #2212 )
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* Match Plaid holding values on current day
* Fix chart timezone issue
* Add timezone tests for syncs
* Hide sidebars on trades test
2025-05-06 09:25:49 -04:00
Akshay Birajdar
470b753833
fix: Rule notification should not be triggered when category is unassigned ( #2214 )
2025-05-06 09:15:14 -04:00
Joseph Ho
fea1baeb1e
import: Align elements correctly while importing CSV. ( #2210 )
2025-05-05 12:49:25 -04:00
Alex Hatzenbuhler
c022e862aa
Add ability to delete all tags ( #2200 )
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* Add ability to delete all tags
* Downcase resource for confirmation
* Clean up deletion resource names
* titleize button
2025-05-05 12:43:46 -04:00
Hayden Bleasel
6e4d35d6ae
Update filled_icon_component.rb ( #2205 )
2025-05-05 12:40:06 -04:00
Zach Gollwitzer
441f436187
Onboarding redirect tests and trial status bar ( #2197 )
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* Onboarding redirect tests and trial status bar
* use helper method
* Fix time tolerance failure
* Update post-onboarding message to be generic
* Disable turbo frames on Trial start button
* Update flash notice in test
2025-05-02 15:21:46 -04:00
Zach Gollwitzer
bc7e32deab
Fix event processor api
2025-05-02 12:05:50 -04:00
Zach Gollwitzer
a7a29b4780
Prevent ai icon shrinking
2025-05-02 11:42:09 -04:00
Zach Gollwitzer
1e1ed5ca45
Light / dark assistant icon
2025-05-02 11:36:32 -04:00
Zach Gollwitzer
793a5d2502
Fix Stripe event retrieval error
2025-05-02 10:09:23 -04:00
Zach Gollwitzer
84eb2c90d4
Fix self host onboarding
2025-05-02 09:34:48 -04:00
Zach Gollwitzer
752835f492
Fix transaction form account pre-filling and form styles
2025-05-02 08:45:17 -04:00
Zach Gollwitzer
a1d64d6c2e
Fix subdued text in transaction form
2025-05-02 08:23:37 -04:00
Zach Gollwitzer
c24ae1762f
Fix account value cutoff on mobile
2025-05-02 08:20:31 -04:00
Zach Gollwitzer
adc5bf58d7
Fix clean import dark mode styles
2025-05-02 08:15:12 -04:00
Zach Gollwitzer
0c79b335f1
Fix self hosted subscription redirect
2025-05-02 07:58:14 -04:00
Zach Gollwitzer
be0d51057d
Fix syntax error in account template
2025-05-02 07:54:12 -04:00
Alex Hatzenbuhler
cf72f1a387
Add assign merchant rule for transactions ( #2174 )
2025-05-02 07:30:31 -04:00
Josh Pigford
0946a1497a
Add conditional rendering for account links in transfers view
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- Implemented checks for the existence of accounts before rendering links in the transfers partial.
- Added error messaging for missing accounts to improve user feedback and prevent broken links.
2025-05-01 19:07:50 -05:00
Josh Pigford
aebbb9a3c1
Enhance institution_domain method in Account model
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- Improved error handling for invalid institution URLs by rescuing URI::InvalidURIError and logging a warning.
- Refactored the method to use safe navigation and streamline the URL parsing process.
2025-05-01 18:52:09 -05:00
Alex Hatzenbuhler
194dad702d
Fix initials + profile pictures ( #2186 )
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* Improve initials + profile pictures
* Change to url_options
2025-05-01 18:43:21 -04:00
Josh Pigford
17fa5413f6
Enhance onboarding logic to account for recent trial starts
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- Added a check to determine if a trial was started within the last few seconds, allowing for the assumption that onboarding was just completed even if the onboarded_at timestamp appears blank momentarily. This improves the user experience during onboarding transitions.
2025-05-01 17:14:59 -05:00
