Zach Gollwitzer c3248cd796 Improve account transaction, trade, and valuation editing and sync experience (#1506) ...

* 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

..

20240201183314_enable_uuid.rb

Initial commit

2024-02-02 09:05:04 -06:00

20240201184038_create_families.rb

Initial commit

2024-02-02 09:05:04 -06:00

20240201184212_create_users.rb

Initial commit

2024-02-02 09:05:04 -06:00

20240202015428_create_accounts.rb

Initial commit

2024-02-02 09:05:04 -06:00

20240202191425_create_account_loans.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202191746_add_accountable_to_account.rb

Add index

2024-02-03 02:49:24 +00:00

20240202192214_create_account_depositories.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202192231_create_account_credits.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202192238_create_account_investments.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202192312_create_account_properties.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202192319_create_account_vehicles.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202192327_create_account_other_assets.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202192333_create_account_other_liabilities.rb

Rework Account to use delegated types

2024-02-03 02:48:51 +00:00

20240202230325_create_invite_codes.rb

Implement invitation codes

2024-02-02 17:55:27 -06:00

20240203030754_remove_type_from_accounts.rb

Remove account type column

2024-02-03 03:09:54 +00:00

20240203050018_add_token_index_to_invite_codes.rb

Add unique index for invite code tokens (#267)

2024-02-02 23:06:31 -06:00

20240206031739_replace_money_field.rb

Multi-currency support: Money + Currency class improvements (#553)

2024-03-18 11:21:00 -04:00

20240209153232_add_currency_to_families.rb

Multi-currency support (#425)

2024-02-10 16:18:56 -06:00

20240209174912_redo_money_storage.rb

Update database migrations and strengthen db smoke tests (#462)

2024-02-14 19:48:35 -05:00

20240209200519_create_currencies.rb

Multi-currency support (#425)

2024-02-10 16:18:56 -06:00

20240209200924_create_exchange_rates.rb

Multi-currency support (#425)

2024-02-10 16:18:56 -06:00

20240210155058_create_good_jobs.rb

Multi-currency support (#425)

2024-02-10 16:18:56 -06:00

20240212150110_create_account_balances.rb

Scaffold out the UI for individual account page (#461)

2024-02-14 13:02:11 -05:00

20240215201527_create_valuations.rb

Add Live Data to Account Page (#464)

2024-02-20 09:07:55 -05:00

20240221004818_remove_valuation_type.rb

Scaffold out Account Syncing (#474)

2024-02-22 11:35:06 -05:00

20240222144849_add_status_to_account.rb

Scaffold out Account Syncing (#474)

2024-02-22 11:35:06 -05:00

20240223162105_create_transactions.rb

Scaffold out basic transactions model and UI (#478)

2024-02-23 21:34:33 -05:00

20240227142457_rename_account_balance.rb

Prepare fixture data for account sync tests (#493)

2024-02-27 12:43:49 -05:00

20240302145715_add_classification_to_accounts.rb

Net worth calculation (#508)

2024-03-04 08:31:22 -05:00

20240306193345_add_is_active_to_account.rb

Add accounts management list (#522)

2024-03-07 10:55:51 -05:00

20240307082827_create_transaction_categories.rb

Add backend support for transaction categories (#524)

2024-03-07 13:15:50 -05:00

20240308121431_remove_currency_table.rb

Multi-Currency Part 2 (#543)

2024-03-21 13:39:10 -04:00

20240308214956_add_notes_and_excluded_to_transaction.rb

Add transaction sidebar (#534)

2024-03-10 17:38:31 -04:00

20240309180636_add_sync_status_fields_to_account.rb

Multi-currency part 1 (#542)

2024-03-11 16:32:13 -04:00

20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb

Multi-Currency Part 2 (#543)

2024-03-21 13:39:10 -04:00

20240313203622_remove_converted_balance_from_account.rb

Multi-Currency Part 2 (#543)

2024-03-21 13:39:10 -04:00

20240319154732_create_account_cryptos.rb

feat: add crypto account type to demo data (#555)

2024-03-19 15:34:35 -04:00

20240325064211_add_uniq_index_to_users_email.rb

add uniq index for users email to ensure uniqueness (#567)

2024-03-25 15:59:49 -04:00

20240401213443_add_last_sync_date_to_accounts.rb

Account Sync should happen at login, 1x per day, OR on-demand (#594)

2024-04-04 17:00:12 -04:00

20240403192649_add_last_login_at_to_users.rb

Account Sync should happen at login, 1x per day, OR on-demand (#594)

2024-04-04 17:00:12 -04:00

20240404112829_change_transaction_category_delete_behavior.rb

Basic transaction categories CRUD actions (inline) (#601)

2024-04-04 17:29:50 -04:00

20240410183531_create_settings.rb

Add zero-config self hosting on Render (#612)

2024-04-13 09:28:45 -04:00

20240411102931_add_last_seen_upgrade_to_user.rb

Add zero-config self hosting on Render (#612)

2024-04-13 09:28:45 -04:00

20240425000110_add_role_to_users.rb

Add new settings profile and preferences pages (#672)

2024-04-25 07:54:56 -04:00

20240426162500_create_active_storage_tables.active_storage.rb

Feature/profile image uploads (#687)

2024-04-30 13:38:33 -04:00

20240426191312_add_transaction_merchants.rb

Add Transaction Merchant management (#686)

2024-04-29 15:17:28 -04:00

20240430111641_add_active_to_users.rb

Add ability to delete Maybe account (#698)

2024-04-30 11:40:31 -04:00

20240502205006_create_imports.rb

CSV Transaction Imports (#708)

2024-05-17 09:09:32 -04:00

20240520074309_add_admin_role_to_current_users.rb

Add migration to make all current users admins (#770)

2024-05-20 11:33:19 -04:00

20240522133147_create_tags.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

20240522151453_create_taggings.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

20240524203959_change_account_error_columns_default.rb

Fix foreign account sync crash (#794)

2024-05-27 12:10:28 -04:00

20240612164751_create_institutions.rb

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

20240612164944_add_institution_to_accounts.rb

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

20240614120946_create_transfers.rb

Transaction transfers, payments, and matching (#883)

2024-06-19 06:52:08 -04:00

20240614121110_add_transfer_fields_to_transaction.rb

Transaction transfers, payments, and matching (#883)

2024-06-19 06:52:08 -04:00

20240619125949_rename_accountable_tables.rb

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

20240620114307_rename_categories_table.rb

Move categories to top-level namespace (#894)

2024-06-20 08:15:09 -04:00

20240620122201_rename_merchants_table.rb

Move merchants to top-level namespace (#895)

2024-06-20 08:38:59 -04:00

20240620125026_rename_transfer_table.rb

Account namespace updates: part 4 (transfers, singular namespacing) (#896)

2024-06-20 13:32:44 -04:00

20240620221801_rename_valuation_table.rb

Account namespace updates: part 5 (valuations) (#901)

2024-06-21 16:23:28 -04:00

20240621212528_rename_transactions_table.rb

Account namespace updates: part 6 (transactions) (#904)

2024-06-24 11:58:39 -04:00

20240624160611_create_account_entries.rb

Account::Entry Delegated Type (namespace updates part 7) (#923)

2024-07-01 10:49:43 -04:00

20240624161153_migrate_entryables.rb

Account::Entry Delegated Type (namespace updates part 7) (#923)

2024-07-01 10:49:43 -04:00

20240624164119_remove_old_columns_from_entryables.rb

Account::Entry Delegated Type (namespace updates part 7) (#923)

2024-07-01 10:49:43 -04:00

20240628104551_move_transfers_association_from_transactions_to_entries.rb

Account::Entry Delegated Type (namespace updates part 7) (#923)

2024-07-01 10:49:43 -04:00

20240706151026_rename_rate_fields.rb

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

20240707130331_create_account_syncs.rb

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

20240709113713_create_good_job_execution_error_backtrace.rb

Add missing migrations for good_job 4x (#967)

2024-07-09 14:23:19 -04:00

20240709113714_create_good_job_process_lock_ids.rb

Add missing migrations for good_job 4x (#967)

2024-07-09 14:23:19 -04:00

20240709113715_create_good_job_process_lock_indexes.rb

Add missing migrations for good_job 4x (#967)

2024-07-09 14:23:19 -04:00

20240709152243_create_good_job_execution_duration.rb

Add missing migrations for good_job 4x (#967)

2024-07-09 14:23:19 -04:00

20240710182529_create_securities.rb

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

20240710182728_create_security_prices.rb

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

20240710184048_create_account_trades.rb

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

20240710184249_create_account_holdings.rb

Investment Portfolio Sync (#974)

2024-07-16 09:26:49 -04:00

20240717113535_remove_default_from_account_balance.rb

Add default currencies to forms based on preference (#994)

2024-07-17 08:57:17 -04:00

20240725163339_add_last_synced_at_to_family.rb

Implement auto family syncs on login (#1021)

2024-07-25 12:51:50 -04:00

20240731191344_change_primary_identifier_for_security.rb

Add security prices provider (Synth integration) (#1039)

2024-08-01 19:43:23 -04:00

20240807153618_add_currency_field_to_trade.rb

Allow user to add buy and sell trade transactions for investment accounts (#1066)

2024-08-09 11:22:57 -04:00

20240813170608_fix_invalid_accountable_data.rb

Fix for invalid accountable data (#1086)

2024-08-15 12:49:49 -04:00

20240815125404_create_issues.rb

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

2024-08-16 12:13:48 -04:00

20240815190722_remove_warnings_from_sync.rb

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

2024-08-16 12:13:48 -04:00

20240816071555_add_col_sep_to_imports.rb

Add support for different column separator in csv import logic (#1096)

2024-08-16 14:00:16 -04:00

20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb

Refactor: Allow other import files (#1099)

2024-08-19 09:25:07 -04:00

20240822174006_create_addresses.rb

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

20240822180845_add_property_attributes.rb

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

20240823125526_add_details_to_vehicle.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

20240911143158_add_last_synced_at_institution.rb

Add sync status and errors to account settings page (#1169)

2024-09-11 17:24:01 -04:00

20240921170426_change_import_owner.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

20240925112218_add_import_types.rb

Fix import migration (#1227)

2024-10-01 18:59:35 -04:00

20241001181256_add_locale_preference.rb

Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)

2024-10-02 14:02:17 -04:00

20241003163448_create_sessions.rb

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

20241007211438_add_billing_to_families.rb

Billing (#1269)

2024-10-08 14:37:47 -05:00

20241008122449_add_debt_account_views.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

20241009132959_add_notes_to_entry.rb

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

20241009214601_add_super_admin_to_users.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

20241017162347_create_impersonation_sessions.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

20241017162536_create_impersonation_session_logs.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

20241017204250_add_accounts_indexes.rb

Account indexes to address some performance issues

2024-10-17 15:45:13 -05:00

20241018201653_add_account_mode.rb

Basic account onboarding (#1328)

2024-10-18 17:18:54 -04:00

20241022170439_create_stock_exchanges.rb

Stock Exchanges with seed (#1351)

2024-10-22 14:30:57 -05:00

20241022192319_fix_user_role_column_type.rb

Stock Exchanges with seed (#1351)

2024-10-22 14:30:57 -05:00

20241022221544_add_onboarding_fields.rb

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

20241023195438_add_stock_exchange_reference.rb

Stock imports (#1363)

2024-10-24 16:36:50 -05:00

20241024142537_add_subscription_timestamp_to_session.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -04:00

20241025174650_add_mic_to_securities.rb

Remove dependency on stock exchange table (#1368)

2024-10-25 13:09:02 -05:00

20241025182612_add_search_vector_to_securities.rb

Stock filter (#1376)

2024-10-28 15:49:19 -04:00

20241029125406_add_reference_to_security_prices.rb

First pass at security price reference (#1388)

2024-10-29 15:37:59 -04:00

20241029184115_remove_prices_missing_issue.rb

Remove missing prices issue (#1390)

2024-10-29 14:55:46 -04:00

20241029234028_remove_search_vector.rb

Initial pass at Synth-based ticker selection (#1392)

2024-10-30 09:23:44 -04:00

20241030121302_fix_not_null_stock_exchange_data.rb

Initial pass at Synth-based ticker selection (#1392)

2024-10-30 09:23:44 -04:00

20241030151105_remove_account_mode.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

20241030222235_create_invitations.rb

Family invites (#1397)

2024-11-01 10:23:27 -05:00

20241106193743_add_plaid_domain.rb

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

20241108150422_add_unique_email_index_to_invitations.rb

Fix duplicate invites (#1437)

2024-11-08 09:58:35 -06:00

20241114164118_add_products_to_plaid_item.rb

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

20241122183828_change_loan_interest_rate_precision.rb.rb

Fix bug: Loan % doesn't allow exact rate (#1492)

2024-11-22 15:28:10 -05:00

20241126211249_add_logo_url_to_security.rb

Improve account transaction, trade, and valuation editing and sync experience (#1506)

2024-11-27 16:01:50 -05:00