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Author SHA1 Message Date
Zach Gollwitzer
d75be2282b
New Design System + Codebase Refresh (#1823)
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.

Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:

- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
2025-02-21 11:57:59 -05:00
Zach Gollwitzer
849c58dd3e
Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
2c2b600163
Improve speed of transactions page (#1752)
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* Make demo data more realistic

* Fix N+1 transactions query

* Lint fixes

* Totals query

* Consolidate stats calcs

* Fix preload

* Fix filter clearing

* Fix N+1 queries for family sync detection

* Reduce queries for rendering transfers

* Fix tests

* Remove flaky test
2025-01-31 19:08:21 -05:00
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits (#1733)
* Preserve transaction filters across page visits

* Preserve params when per_page is updated

* Autofocus selected transactions

* Lint fixes

* Fix syntax error

* Fix filter clearing

* Update e2e tests for new UI

* Consolidate focus behavior into concern

* Lint fixes
2025-01-30 14:12:01 -05:00
bruno costanzo
2cc89195bf
Feature | Filter on uncategorized transactions (#1359)
* allow filtering uncategorized transactions

* user can filter uncategorized transactions test

* rubocop linting
2024-10-25 09:37:05 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering (#1240) 2024-10-04 09:17:48 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha (#1194)
* Finalize profile settings page

* Translations

* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters (#1189)
* Add type filters to transaction search

* Add amount filter
2024-09-17 10:38:02 -04:00
Zach Gollwitzer
0149ca4ea1
Transaction page design fixes (#1176)
* Fix transaction summary spacing

* Fix search input padding

* Search and transfer design fixes
2024-09-13 15:43:16 -04:00
Zach Gollwitzer
e51806b98b
More composable forms (#989)
* 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
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) (#923)
* 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
2024-07-01 10:49:43 -04:00
Jakub Kottnauer
a5212f0f5e
Unify submit button styles and change cursor on account group (#905) 2024-06-24 06:49:08 -04:00
Karan Kiri
e13c3d9271
feat: Transaction pagination Improvements (#873)
* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Changelog page that pulls from Github Release notes (#867)

* Changelog page that pulls from Github Release notes

* Review changelog page styles

* Move changelog page title to i18n translations

* Bump to 0.1.0-alpha.6

Signed-off-by: Zach Gollwitzer <zach@maybe.co>

* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880)

Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases)
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md)
- [Commits](https://github.com/aws/aws-sdk-ruby/commits)

---
updated-dependencies:
- dependency-name: aws-sdk-s3
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump mocha from 2.3.0 to 2.4.0 (#878)

Bumps [mocha](https://github.com/freerange/mocha) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0)

---
updated-dependencies:
- dependency-name: mocha
  dependency-type: direct:development
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump octokit from 8.1.0 to 9.1.0 (#877)

Bumps [octokit](https://github.com/octokit/octokit.rb) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases)
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md)
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0)

---
updated-dependencies:
- dependency-name: octokit
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump rails from `f9c847f` to `5d34172` (#879)

Bumps [rails](https://github.com/rails/rails) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](f9c847fac1...5d34172ff4)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>

* Update issue templates

* Add merchant select when editing transaction (#885)

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* Ensure correct form's hidden input for selectedIds (#891)

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* revert unnecessary changes

* revert unnecessary changes

* code review changes

* code review changes

* code review changes

* remove unused imports

* fix: unit tests

* remove border

* fix: transaction padding

* fix: transaction container height

---------

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
Zach Gollwitzer
dc3147c101
Move merchants to top-level namespace (#895) 2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00