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88 commits

Author SHA1 Message Date
Zach Gollwitzer
d90d35d97b Hosted version notice 2025-07-24 14:28:54 -04:00
Zach Gollwitzer
ab6fdbbb68
Component namespacing (#2463)
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* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT

* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT

* Update stimulus controller references to use namespace

* Fix remaining tests
2025-07-18 08:30:00 -04:00
Eran Avidor
ba7e8d3893
Fix/design system violations (#2422)
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* fix: replace hardcoded bg-white with bg-container in notification notice

* fix: replace hardcoded text-white with fg-inverse in notification CTA

* fix: replace hardcoded text-white with fg-inverse in text tooltip

* fix: replace hardcoded bg-gray-900 text-white with bg-inverse fg-inverse in invitations form

* fix: replace hardcoded bg-gray-800 text-white with bg-inverse fg-inverse in AI consent form

* fix: replace hardcoded text-white with fg-inverse in changelog page

* fix: replace hardcoded text-white and border-gray-500 with fg-inverse and border-secondary in investment tooltip

* fix: replace hardcoded text-white with fg-inverse in holdings missing price tooltip

* fix: replace hardcoded text-white and bg-gray-400 with fg-inverse and bg-surface-inset in settings profiles

* fix: replace hardcoded bg-orange-500 text-white with bg-yellow-600 fg-inverse in settings hosting danger zone

---------

Co-authored-by: Eran Avidor <eavidor@Eran-Avidor-MBP.lan>
2025-07-01 13:53:36 -04:00
Zach Gollwitzer
4b50acff2b
Replace sync spinners with pulse animation (#2413)
* Replace sync spinners with pulse animation

* Remove dev code
2025-06-25 16:51:30 -04:00
Zach Gollwitzer
a5f1677f60
perf(income statement): cache income statement queries (#2371)
* Leftover cleanup from prior PR

* Benchmark convenience task

* Change default warm benchmark time

* Cache income statement queries

* Fix private method access
2025-06-15 10:09:46 -04:00
Zach Gollwitzer
0d62e60da1 Fix stale reference to classification group name
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2025-06-10 21:30:53 -04:00
Zach Gollwitzer
10ce2c8e23
Balance sheet cache layer, non-blocking sync UI (#2356)
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* Balance sheet cache layer with cache-busting

* Update family cache timestamps during Sync

* Less blocking sync loaders

* Consolidate family data caching key logic

* Fix turbo stream broadcasts

* Remove dev delay

* Add back account group sorting
2025-06-10 18:20:06 -04:00
Zach Gollwitzer
9fabcf4c72
Redis check for self hosted apps (#2353)
* Redis check for self hosted apps

* Run linter with autocorrect

* Add Redis to CI
2025-06-09 18:30:52 -04:00
Josh Pigford
3cc88f3e98
Fix changelog page crash when GitHub release notes are unavailable (#2314)
* Fix changelog page crash when GitHub release notes are unavailable

* Refactor changelog view to handle missing avatars gracefully and improve session sign-out logic in tests

* Enhance changelog view to display fallback messages for unavailable release notes and publication dates

* Update onboarding system tests to reflect UI changes and improve assertions

- Changed button labels from "Get started" to "Continue" and "Complete" to align with updated UI.
- Updated text assertions for clarity, changing "Set your preferences" to "Configure your preferences".
- Adjusted locale selection options to include language codes.
- Enhanced validation error handling in preferences form.
- Improved navigation assertions to ensure accurate path checks.
2025-05-26 19:53:25 -05:00
Zach Gollwitzer
6e202bd7ec
Improve chart performance and gapfilling (#2306)
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2025-05-25 20:40:18 -04:00
Josh Pigford
5cfb4addbd Refactor balance sheet weight calculation and improve group weight rendering
- Update BalanceSheet model to directly calculate account weights based on converted balances.
- Modify dashboard view to compute account weight as a percentage of classification total, enhancing clarity.
- Adjust group weight partial to handle effective weight, ensuring accurate rendering of weight representation.
2025-05-23 12:25:18 -05:00
Zach Gollwitzer
e4ee06c9f6
Security resolver and health checker (#2281)
* Setup health check

* Security health checker cron

* Use resolver throughout codebase

* Use resolver for trade builder

* Add security health checks to schedule

* Handle no provider

* Lint fixes
2025-05-22 12:43:24 -04:00
Alex Hatzenbuhler
a71b62575c
UI Fixes (#2276)
* Use rounded-full on budget allocation bar

* Fix backgrounds when balance sheet groups are open

* Add rulers between accounts and classification groups in balance sheet and account groups views.
2025-05-22 11:35:55 -04:00
Alex Hatzenbuhler
8070986763
Standardize corners, backgrounds, and borders (#2271)
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* Create shared ruler view

* Use collection rendering/spacer templates for rules, and new shared_ruler

* Use shared ruler for all the places a ruler is used

* Use shared ruler for imports and balance sheet

* Fix brakeman by using a static partial with a defined collection

* Standardize & improve a bunch of corners, fix some backgrounds, fix merchants for dark mode

* Update balance sheet

* misc cleanup

* Fix import table

* Remove middot
2025-05-21 10:28:56 -04:00
Josh Pigford
3d2213b760 Enhance cash flow dashboard to handle empty data scenarios. Update Sankey diagram rendering to conditionally display a placeholder message when no cash flow data is available, improving user experience and clarity. 2025-05-21 05:34:42 -05:00
Alex Hatzenbuhler
443b834b46
Create shared ruler and standardize across views (#2240)
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* Create shared ruler view

* Use collection rendering/spacer templates for rules, and new shared_ruler

* Use shared ruler for all the places a ruler is used

* Use shared ruler for imports and balance sheet

* Fix brakeman by using a static partial with a defined collection

* Update balance sheet
2025-05-20 15:13:18 -04:00
Josh Pigford
868d4ede6e
Sankey Diagram (#2269)
* Enhance cash flow dashboard with new cash flow period handling and improved Sankey diagram rendering. Update D3 and related dependencies for better performance and features.

* Fix Rubocop offenses

* Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes.
2025-05-20 13:31:05 -05:00
Zach Gollwitzer
10dd9e061a
Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00
Zach Gollwitzer
fb7107d614
feature(dark mode): misc design fixes (#2215)
* Fix category dark mode styles

* Fix sidebar account tab states

* Fix dashboard balance sheet group styles

* Fix budget dark mode styles

* Fix chart gradient split

* Fix prose styles in dark mode

* Add back chat nav id for tests
2025-05-07 09:26:06 -04:00
Zach Gollwitzer
a51c4d2cba
New onboarding, trials, Stripe integration (#2185)
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* New onboarding, trials, Stripe integration

* Fix tests

* Lint fixes

* Fix subscription endpoints
2025-05-01 16:47:14 -04:00
Zach Gollwitzer
d8cf35eca7
Mobile layout fixes (#2179)
* Consolidate safe area padding

* Fix chat overflow on mobile
2025-04-30 22:24:13 -04:00
Zach Gollwitzer
90a9546f32
Pre-launch design sync with Figma spec (#2154)
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
Alex Hatzenbuhler
341a800b65
Improve dashboard/account charts and tooltips (#2157)
* Improve net worth hover

* Improve graph tooltip

* Use locales files for some text on net worth and account charts

* Consolidate and simplify trend change between net worth and account charts

* Fix test and self-review stuff

* Clean up some stuff on the holding sidebar
2025-04-28 14:57:32 -04:00
Guilherme Mena
210b89cd17
Improve dark mode styles across multiple pages (#2125)
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* fix: improve dark mode readability across the app

* fix: improve dark mode support for asset percentage text

* fix: apply suggested patch for theme-related improvements

* chore: apply PR feedback – remove dark:, align with design tokens, update form builder

* chore: revert background token and restore original style for visual consistency

* chore: remove unnecessary class attributes from form fields using builder

* refactor: move number_field and date_field into metaprogramming block

* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary

* fix: apply requested changes and linting fixes
2025-04-23 09:42:30 -04:00
neo773
65e1bc6edd
Feature: Implement Mobile Responsiveness (#2092)
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* format

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* fix conflict

* fix conflict

* chore: run rubocop

* fix test

* update PWA logo

* fix tests

* chore: lint

* fix test

* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
Josh Pigford
88a6373e84
Implement dark mode (#2078)
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
2025-04-11 09:28:00 -05:00
Josh Pigford
2a505b000c Fix for unnecessary CSS file 2025-03-28 15:35:26 -05:00
Nick Ostrovsky
f8d64561cf
Fix Account Groups wrapping in Balace Sheet (#2010)
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2025-03-21 13:18:12 -04:00
Zach Gollwitzer
c610b0ba4b
Dashboard design fixes (#1898)
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* Dashboard design fixes

* Update dashboard greeting

* Remove sidebar toggle from settings breadcrumbs

* Autofocus and outlines for category dropdowns

* Lint fixes
2025-02-25 17:28:40 -05:00
Josh Pigford
a4874815a6
Add breadcrumbs support across application (#1897)
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* Add breadcrumbs support across application

Fixes #1896

* Potential fix for tests

* Simplify breadcrumbs implementation

Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name

* Refactor page header and breadcrumbs rendering

Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs

* Add fallback breadcrumbs rendering to settings layout
2025-02-25 10:14:07 -06:00
Josh Pigford
ce12e5b5c7 Remove inter-font from early access layout 2025-02-21 11:45:57 -06:00
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
a82c0303ce
Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -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
3140835f28
Adjust queues to prioritize account syncs (#1682) 2025-01-24 13:39:08 -05:00
tlink
ae9287ec9b
FIX: correct display of percentages (#1622)
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* FIX: correct display of percentages

* FIX: correct display of percentages

* FIX: correct display of percentages
2025-01-17 11:21:00 -05:00
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements (#1585)
* 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
2025-01-07 09:41:24 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key (#1515)
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* Handle invalid API key

* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3 Updated domain to maybefinance.com 2024-12-03 11:09:57 -06:00
Josh Pigford
a9b61a655b
Synth error handling (#1502)
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* Synth error handling

* Revert "Synth error handling"

This reverts commit fd6a0a12b4.

* Simplify overage messaging
2024-11-26 07:45:00 -06:00
Tony Vincent
e434ed0e1f
Add text-overflow: ellipsis property for account name display (#1431) 2024-11-07 08:42:51 -06:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms (#1406)
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* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes (#1357)
* 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
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324)
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
2024-10-18 14:37:42 -04:00
Guillem Arias Fauste
7f4c1755ef
add dashboard account pill tooltips (#1315)
* add dashboard account pill tooltips

* Update app/views/shared/_text_tooltip.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-10-16 13:14:43 -04:00
Tony Vincent
76decc06c3
Maintain order (#1318) 2024-10-16 12:09:52 -04:00
Aaron Meese
34ebd96c4c
fix: default value if user's name isn't set (#1262)
* fix: default value if user's name isn't set

* chore: matched code style

* fix: i18n key for fallback greeting

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-10 18:03:47 -04:00
Arsen Shkrumelyak
77fc5caecf
Minor improvements to categories & changelog pages (#1274)
* ui: change category badge border color

* ui/ux: use author's name in changelog

* ui: badge border 25% -> 30%
2024-10-10 16:00:35 -04:00
Josh Pigford
f5cb13b42f Padding tweak 2024-10-09 13:20:36 -05:00