* Add UI clarity for non-cash account balance tracking
Fixes issue #164 where users were confused that transactions don't
update the balance for "Other Assets" accounts. This is by design -
non-cash accounts (Other Assets, Properties, Vehicles, Loans, Other
Liabilities) are tracked via manual valuations, not transactions.
Changes:
- Add informational alert to Other Assets creation/edit forms
- Add informational alert to account activity page for all non-cash accounts
- Alert explains that balance updates require "New Balance" entries
- Added i18n strings for alerts in English locale files
The alert uses the existing DS::Alert component with info variant to
provide clear, non-intrusive guidance to users about how these account
types work.
* Add spacing to bottom of alert
* Update copy to avoid repetition.
* Another spacing addition
* Leave dead code alone
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Co-authored-by: Claude <noreply@anthropic.com>
* FIX holdings and exchange rate
- Fix holdings not showing total return instead showing day change %
- Fix exchange rate saving 0 for holidays, use LOCF - Last Observation Carried Forward
* Fix failing test
* Add friendly PWA offline error page
When the PWA fails to connect to the server, users now see a branded
offline page with a friendly "technical difficulties" message, the
app logo, and a reload button. The page automatically attempts to
reload when connectivity is restored.
Changes:
- Created public/offline.html with branded offline experience
- Updated service worker to cache and serve offline page on network failures
- Added service worker registration in application.js
- Service worker now handles navigation requests with offline fallback
* Extract PWA offline logo to separate cached asset
Move the inline SVG logo from offline.html to a separate file at
public/logo-offline.svg. This makes the logo asset easily identifiable
and maintainable, as it may diverge from other logo versions in the future.
Changes:
- Created public/logo-offline.svg with the offline page logo
- Updated service worker to cache logo as part of OFFLINE_ASSETS array
- Updated fetch handler to serve cached offline assets
- Updated offline.html to reference logo file instead of inline SVG
* Update offline message for better readability
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* CodeRabbit comments
* Keep 40x and 50x flowing
* Dark mode
* Logo tweaks
* Login/sign up cleanup
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
* Allow category imports to set icons
* Linter
* Update category import description in English locale
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Rename icon in CSV header to `lucide-icon`
* Make sure we export the icon while we're at this
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Some security prices get returned in non-standard minor units (eg. `GBp` for Great British Pence, instead of `GBP` for Great British Pounds), leading to incorrect handling of the returned price data.
This commit adds conversion logic for the two currencies I've been able to find examples of this affecting.
* feat: Improve categories list in outflows section
* feat: align bg containers in home page sections
* Revert "feat: align bg containers in home page sections"
This reverts commit 62ad36f23e.
* Revert "feat: Improve categories list in outflows section"
This reverts commit 4b6cb66843.
* feat: Improve categories list in outflows section
* feat: align bg containers in home page sections
* feat: reduce padding and align styling between outflows and assets sections
* feat: add number of categories and translations
* fix: Adjust Outflows header width for mobile
* Fix cashflow and outflows widgets to respect user's default period preference
Resolves issue #118 where the Cashflow and Outflows widgets on the dashboard
were hardcoded to use a 30-day period instead of respecting the user's default
period preference setting.
Changes:
- Updated @cashflow_period to use Current.user&.default_period as fallback
- Updated @outflows_period to use Current.user&.default_period as fallback
- Both now follow the same pattern as the Periodable concern's set_period method
This ensures consistency across all dashboard widgets - Net Worth, Cashflow,
and Outflows now all respect the user's preference.
* Synchronize period selection across all dashboard widgets
All three dashboard widgets (Net Worth, Cashflow, and Outflows) now use
a single shared period parameter, ensuring consistent data magnitudes
across the dashboard.
Changes:
- Simplified controller to use single @period for all three widgets
- Removed widget-specific period parameters (cashflow_period, outflows_period)
- All widgets now use the shared 'period' parameter
- All period dropdowns use turbo_frame: "_top" to reload entire page
- Removed turbo_frame_tags from dashboard view for cleaner implementation
User experience improvement:
- Changing the period in any widget now updates all three widgets
- Ensures data consistency and easier comparison across widgets
- Maintains respect for user's default period preference
* Make Net Worth widget title styling consistent with Cashflow and Outflows
Changed Net Worth title from <p> with text-sm/text-secondary to <h2> with
text-lg to match the consistent styling used by Cashflow and Outflows widgets.
This provides a more unified visual appearance across all dashboard widgets.
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Co-authored-by: Claude <noreply@anthropic.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
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add support to unlink lunch flow accounts
* add support to link and unlink to any provider
* Fix tests and query
* Let's keep Amr happy about his brand
* Wrap unlink operations in a transaction and add error handling.
* Fix tests
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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Updated the language selector in /settings/preferences to display only
locales with extensive translations. Currently supported locales are:
- en (English) - 61 translation files
- es (Spanish) - 60 translation files
- tr (Turkish) - 57 translation files
- nb (Norwegian Bokmål) - 56 translation files
- ca (Catalan) - 56 translation files
Changes:
- Added SUPPORTED_LOCALES constant to LanguagesHelper
- Modified language_options method to filter using SUPPORTED_LOCALES
instead of excluding specific locales
Co-authored-by: Claude <noreply@anthropic.com>
* ADD: Additional ES locales
* ADD: Initialize YAML structure for accounts and subscriptions locales
* FIX: Adjust line breaks in Spanish locale files for clarity
* Remove plaid initialiser
The initializer can be safely removed because:
- Config is lazily loaded via Provider::Registry
- reload_configuration is called after settings updates
- All calling code handles nil configs gracefully
- Initial nil state is fine - config loads on first use
* Fix for missing config
* Actually don't pollute application.rb
* Add currency loading for balances
* Fix race condition on lazy load
* Allow loans to be imported in lunch flow also
* Fix currency processor
* Add 'all_time' period option to Period model
Introduces an 'all_time' period to the Period model, which spans from the family's oldest entry date to the current date. Includes tests to verify correct creation and date range calculation for the new period.
* Update test/models/period_test.rb
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>
* Improve 'all_time' period fallback logic
Updates the 'all_time' period to use a 5-year fallback range when no family or entries exist, or when the oldest entry date is today. Adds tests to verify correct behavior for these edge cases.
* Update period.rb
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Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This shows to a developer that Redis is needed for local development.
The application will fail to run on `bin/dev` if Redis is not running
and will give a proper error message, however we should include this to
make it explicitly clear.
Co-authored-by: esteban_ba <ebaguirre@citykinect.com>
The build_transactions_breakdown method was including ALL transaction types (including transfers, CC payments, and one-time transactions)
when calculating the breakdown, while the "Period Comparison" and "Trends & Insights" sections correctly exclude these transaction types.
* Fix pattern identification without merchants
- We already support the schema and data, but pattern identification now groups either per merchant or per transaciton name.
* Fix missed this view
* Fix update schema
* Wrong schema pushed
* PWA: Fix header display on screens smaller than tailwind md
Also makes the header not render if there aren't any transactions.
Mobile already did this, desktop didn't. Now it's consistent.
Fix#181
* PWA: Display category on `md`
* ERB: Align transaction amount column
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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add new settings sections and update tests
Added 'Recurring', 'LLM Usage', and 'Providers' sections to the settings navigation in SettingsHelper. Updated system tests to include these new sections and added missing entries for 'Billing', 'Self-Hosting', 'Imports', and 'SimpleFin' to ensure test coverage matches the navigation.
* Fix tests
* fix test
* Restrict advanced settings to admin users
Added `admin_user?` and `self_hosted_and_admin?` helper methods. Advanced settings menu items now require admin privileges, and self-hosting settings require both self-hosted and admin status.
* Show admin-only settings links for admin users
Moved admin-specific settings links to be conditionally added only for admin users in the settings system test. This ensures that non-admin users do not see admin-only settings options during tests.
* Update settings_test.rb
* Update settings_test.rb
* Update en.yml
* Update settings_helper.rb
* Update settings_test.rb
* Update settings_test.rb
* Rename 'Recurring Transactions' to 'Recurring' in settings
Revert the label 'Recurring Transactions' to 'Recurring' in the settings navigation, locale file, and related system test to simplify terminology and improve consistency.
* Minor formatting update in settings test
No functional changes; adjusted whitespace in the admin settings links array for consistency.
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* First reporting version
* Fixes for all tabs
* Transactions table
* Budget section re-design
* FIX exports
Fix transactions table aggregation
* Add support for google sheets
Remove pdf and xlsx for now
* Multiple fixes
- Trends & Insights now follows top filter
- Transactions Breakdown removed filters, implemented sort by amount.
- The entire section follows top filters.
- Export to CSV adds per month breakdown
* Linter and tests
* Fix amounts
- Correctly handle amounts across the views and controller.
- Pass proper values to do calculation on, and not loose precision
* Update Gemfile.lock
* Add support for api-key on reports
Also fix custom date filter
* Review fixes
* Move budget status calculations out of the view.
* fix ensures that quarterly reports end at the quarter boundary
* Fix bugdet days remaining
Fix raw css style
* Fix test
* Implement google sheets properly with hotwire
* Improve UX on period comparison
* FIX csv export for non API key auth
