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
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
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
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* Clean up env example files
* Fix duplicate category creations
* Fix duplicate tag and merchant creation
* Add initial valuation to imported accounts
* Add upgrade modal prompt
* Don't hide content on billing page
* Add temporary session for new customers
* Lint fixes
* Fix unused translations
* Fix system tests
2024-10-24 11:02:27 -04:00
Josh Pigford
31f3ff6a16
Billing ( #1269 )
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* Change env SELF_HOSTING_ENABLED to SELF_HOSTED
* Initial Stripe implementation
* Fix portal link
* Use webhook signatures
* Migrated to new Stripe gem conventions
Also updated resource routing
* Added faraday-multipart gem to resolve middleware notice
* Merge fix
* Merge fix
* Temporary upgrade prompt for early access
* Lint fix
* i18n fixes
* Remove catch-all rescue
* Update .env.example
2024-10-08 14:37:47 -05:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers ( #1191 )
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* Finalize transaction drawer, simplify money form helpers
* Fix money form errors
* Reusable disclosure helper, fix styles
* Final style tweaks
2024-09-20 08:38:19 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides ( #998 )
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* Add help articles
* Broadcast sync messages as notifications
* Lint fixes
* more lint fixes
* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
e51806b98b
More composable forms ( #989 )
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* Make forms more composable, opt-in to form builder
* Remove unused method
* Simpler money input controls
* Add in new form styling to imports
* Lint fixes
* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Claude Ayitey
9563ac6334
Dashboard empty view ( #707 )
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* Added i18n for the Dashboard page.
* Add a check for blank. Empty returned an error since @accounts was nil.
* Remove subtitle when accounts are empty..
* Increased the padding-right value for the buttons. The sapce occupied by the icon made the button elements unbalanced.
* Add refactor as suggested by Zach (https://github.com/maybe-finance/maybe/pull/707#discussion_r1588506443 )
* Extract empty state into a partial.
* Render new partial if no accounts exist.
* Moved translation text to shared directory.
* Fix padding-right on New account button.
* Lint fix
* i18n tasks
* Get tests passing with :test queue adapter
---------
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com >
2024-05-03 08:11:31 -04:00
Josh Brown
19ee773d9b
Add ability to delete Maybe account ( #698 )
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* Build out user deactivation and purging workflows
* Add i18n translations for user deletion
* Add tests for user deletion
* Fix lint issue
2024-04-30 11:40:31 -04:00
Zach Gollwitzer
da5021b6b0
Clean up i18n translations ( #676 )
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* Clean up i18n translations
* Normalize translations
2024-04-25 14:41:12 -04:00
Thibaut Gorioux
a22c7a0e9c
Add persistent notification with dismiss and action button ( #611 )
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* Update notification partial
* Update locals args
* Lint
* Move content to body in notification helper
* Avoid dynamic Tailwind class
* Styling
* Add notification to localization file
* Lint
* Normalize locales
* Auto dismiss by default
2024-04-16 13:33:51 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render ( #612 )
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* v1 of backend implementation for self hosting
* Add docs
* Add upgrades controller
* Add global helpers for self hosting mode
* Add self host settings controller
* Conditionally show self hosting settings
* Environment and config updates
* Complete upgrade prompting flow
* Update config for forked repo
* Move configuration of github provider within class
* Add upgrades cron
* Update deploy button
* Update guides
* Fix render deployer
* Typo
* Enable auto upgrades
* Fix cron
* Make upgrade modes more clear and consistent
* Trigger new available version
* Fix logic for displaying upgrade prompts
* Finish implementation
* Fix regression
* Trigger new version
* Add i18n translations
* trigger new version
* reduce caching time for testing
* Decrease cache for testing
* trigger upgrade
* trigger upgrade
* Only trigger deploy once
* trigger upgrade
* If target is commit, always upgrade if any upgrade is available
* trigger upgrade
* trigger upgrade
* Test release
* Change back to maybe repo for defaults
* Fix lint errors
* Clearer naming
* Fix relative link
* Add abs path
* Relative link
* Update docs
2024-04-13 09:28:45 -04:00
Mattia
f6540c03ef
Add ability to delete Account ( #582 )
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* Add ability to delete Account
Issue #571
* Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists
* Use custom confirm modal for account deletion
* Revert "Fix ActiveJob::DeserializationError in AccountSyncJob when an account doesn't exists"
This reverts commit 8dbf634819d08b9d55679f9e137e901608070ba0.
2024-03-31 17:36:54 -04:00
Cristiano Crolla
7fa77b4fd7
Add Custom Turbo Confirm Modal ( #580 )
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* Add turbo confirm dialog
* Add default fallback check
* Fix locale typo and swap element type
* Replaced locale folder and removed static strings from Turbo.setConfirmMethod
* Normalize shared/en.yml
2024-03-29 13:33:49 -04:00
