* Add family moniker selection and dynamic UI labels
Introduce a Family moniker persisted in the database with allowed values Family/Group, add required onboarding selection for it, and thread moniker-aware copy through key user-facing views and locales. Also add helper methods and tests for onboarding form presence and family moniker behavior.
* Small copy edits/change moniker question order
* Conditional Group/Family onboarding flow fixes
* Fix label
* Grouping of fields
* Profile Info page Group/Family changes
* Only admins can change Group/Family moniker
* Repetitive defaults
* Moniker in Account model
* Moniker in User model
* Auth fix
* Sure product is also a moniker
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Add Dutch (nl) translations for UI and models
Added comprehensive Dutch translation files for models, views, mailers, and Doorkeeper, covering accounts, categories, admin, and more. Updated languages_helper.rb to include 'nl' as a supported language. Improved capitalization and consistency in existing Dutch date and number formats.
* ai sugestions
* nitpick fix
* Fix Dutch translations and improve consistency
Corrected minor issues and improved consistency in Dutch locale files, including fixing typos, updating terminology (e.g., 'Self-Hosting' to 'Zelfhosting', 'Provider selectie' to 'Providerselectie'), and ensuring proper formatting. No functional changes were made; this commit only affects translation files.
* Update Dutch translations for product name and pluralization
Replaced hardcoded product names with %{product_name} in password reset and API key views for improved reusability. Updated wallet setup message in CoinStats item model to support correct Dutch pluralization.
* Update nl.yml
* feat(zh-TW): add Traditional Chinese localization support
Integrates comprehensive zh-TW locale files across UI, models, emails, and helpers.
Updates language mapping for Chinese (Traditional) and adds translations for various modules.
Establishes full Traditional Chinese support in the app.
* feat(locales): add zh-TW translations
Add comprehensive Traditional Chinese (zh-TW) translations for UI, defaults,
Doorkeeper, mailers, models, and views to provide full Taiwanese localization
and improve wording consistency.
Replace and update several existing zh-TW entries for clarity and consistency.
Also expose the Postgres port in the example compose for easier local
development and apply minor locale/typo/whitespace fixes.
* feat(locales): add zh-TW translations
Add Traditional Chinese (zh-TW) locale files across many views and settings
to provide Taiwanese localization. Introduce updated translations for
authentication, onboarding, settings, integrations (Plaid, SimpleFin,
Lunch Flow), accounts, reports, and various resource pages.
Remove or replace legacy locale files to align with the revamped i18n
structure and copy organization. This enables full zh-TW support for the UI.
* chore(docker): remove published Postgres port
Remove the published Postgres port mapping (5432) from the example
docker-compose file to avoid exposing the database to the host and to
prevent accidental port conflicts. Keeps the example more secure and
focused on internal service networking.
* docs(i18n): 統一 SimpleFIN 在繁體中文翻譯的大小寫
將 zh-TW 翻譯中所有出現的 "SimpleFin" 更新為品牌正確的 "SimpleFIN"，
包含標題、提示文字、成功/錯誤訊息及表單標籤，以維持品牌名稱一致性
並提升使用者介面的翻譯準確性。
* add zh-CN.yml for chinese
* The files appear to use CRLF line endings instead of LF (Unix-style).
* Add the missing entries to the zh-CN.yml file and include the Simplified Chinese option.
* Fix grammatical errors
Signed-off-by: jiang123574 <jiang123574@163.com>
* Update languages_helper.rb
Signed-off-by: jiang123574 <jiang123574@163.com>
* Update 'SimpleFin' to 'SimpleFIN' in translations
Signed-off-by: jiang123574 <jiang123574@163.com>
* update zh-CN.yml
* update zh-CN.yml
* add new zh-CN.yml
* CodeRabbit comments
* Enable Banking i18n
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Signed-off-by: jiang123574 <jiang123574@163.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* added german translation
consistently added all translation yml files for german language
* Correct quotation and syntax errors in new de locale files
Corrected misplaced or missing quotation marks in YAML
* Updated German translations
Added missing files, fixed for customizable branding
* corrected yml formatting
added missing "" when : where used in the string
* Interpolation errors
* More interpolation issues
* Last round of interpolation errors?
* Add German to supported locales
* Still a few more interpolations
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* ADD: Additional ES locales
* ADD: Initialize YAML structure for accounts and subscriptions locales
* FIX: Adjust line breaks in Spanish locale files for clarity
* Add CA locales for models
* Add CA locales for views
* Use translations in activity feed
* Additional CA locales
* Fix typo
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* fix: Capitialize month and day names in Norwegian
* fix: Add missing filler word
* chore: rebrand from Maybe to Sure
* chore: Add nb mail invite translation
* chore: Add nb translation for account model
* chore: Add address model translation
* chore: Add nb translation for entry model
* chore: add nb translation for time_series model
* chore: Add nb translation transfer mdoel
* chore: Add nb translation to trend model
* chore: Add nb translation to user model
* chore: more translations
* chore: More translation
* Update config/locales/views/application/nb.yml
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
* Update config/locales/views/credit_cards/nb.yml
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
* chore: more translations
* chore: rename more maybe strings to NB
* chore: more translations
* chore: More nb translations....
* chore: Final translations nb
* Update config/locales/views/accounts/nb.yml
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
---------
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
* 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
* Rough draft of issue system
* Simplify design
* Remove stale files from merge conflicts
* STI for issues
* Cleanup
* Improve Synth api key flow
* Stub api key for test
* Initial entryable models
* Update transfer and tests
* Update transaction controllers and tests
* Update sync process to use new entries model
* Get dashboard working again
* Update transfers, imports, and accounts to use Account::Entry
* Update system tests
* Consolidate transaction management into entries controller
* Add permitted partial key helper
* Move account transactions list to entries controller
* Delegate transaction entries search
* Move transfer relation to entry
* Update bulk transaction management flows to use entries
* Remove test code
* Test fix attempt
* Update demo data script
* Consolidate remaining transaction partials to entries
* Consolidate valuations controller to entries controller
* Lint fix
* Remove unused files, additional cleanup
* Add back valuation creation
* Make migrations fully reversible
* Stale routes cleanup
* Migrations reversible fix
* Move types to entryable concern
* Fix search when no entries found
* Remove more unused code
* 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
* 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>
* Add Lucide gem (#364)
* feat: add cursor pointer in the log-in and create account pages, also make full with (it's cutted right now) the fileds in the settings edit page
* feat: skip system test with an explanation instead of comment them
* fix typo in the skip
* feat: add lucide gem
* Add reusable modal (#362)
* Remove unused form
* Add reusable modal
* Prelim styling
* Add instructions
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Co-authored-by: Josh Pigford <josh@joshpigford.com>
* Add keyboard navigation to new account selector (#375)
* New account menu (#372)
* New account menu
* Styling tweaks
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Entry method links (#376)
* Initial add account form (#378)
* Initial add account form
* Unused
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Pedro López Mareque <Pedro.lopez.mareque@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
Co-authored-by: Josh Brown <josh@joossh.com>
