1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-09 15:35:22 +02:00
Commit graph

381 commits

Author SHA1 Message Date
Zach Gollwitzer
dd605a577e Bump ruby to 3.4.4
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-05-20 09:09:10 -04:00
dependabot[bot]
a262a749fe
Bump ruby-lsp-rails from 0.4.2 to 0.4.3 (#2262)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.4.2 to 0.4.3.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.2...v0.4.3)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-version: 0.4.3
  dependency-type: direct:development
  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>
2025-05-19 13:39:48 -04:00
dependabot[bot]
7e7ae31216
Bump sidekiq-cron from 2.2.0 to 2.3.0 (#2261)
Bumps [sidekiq-cron](https://github.com/ondrejbartas/sidekiq-cron) from 2.2.0 to 2.3.0.
- [Release notes](https://github.com/ondrejbartas/sidekiq-cron/releases)
- [Changelog](https://github.com/sidekiq-cron/sidekiq-cron/blob/master/CHANGELOG.md)
- [Commits](https://github.com/ondrejbartas/sidekiq-cron/compare/v2.2.0...v2.3.0)

---
updated-dependencies:
- dependency-name: sidekiq-cron
  dependency-version: 2.3.0
  dependency-type: direct:production
  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>
2025-05-19 13:39:41 -04:00
dependabot[bot]
efdd03cfe7
Bump vernier from 1.7.0 to 1.7.1 (#2260)
Bumps [vernier](https://github.com/jhawthorn/vernier) from 1.7.0 to 1.7.1.
- [Release notes](https://github.com/jhawthorn/vernier/releases)
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.7.0...v1.7.1)

---
updated-dependencies:
- dependency-name: vernier
  dependency-version: 1.7.1
  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>
2025-05-19 13:34:11 -04:00
dependabot[bot]
e569ad0a8c
Bump sentry-sidekiq from 5.23.0 to 5.24.0 (#2265)
Bumps [sentry-sidekiq](https://github.com/getsentry/sentry-ruby) from 5.23.0 to 5.24.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases)
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.23.0...5.24.0)

---
updated-dependencies:
- dependency-name: sentry-sidekiq
  dependency-version: 5.24.0
  dependency-type: direct:production
  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>
2025-05-19 13:32:06 -04:00
dependabot[bot]
6f68d66eda
Bump bootsnap from 1.18.4 to 1.18.6 (#2266)
Bumps [bootsnap](https://github.com/Shopify/bootsnap) from 1.18.4 to 1.18.6.
- [Changelog](https://github.com/Shopify/bootsnap/blob/main/CHANGELOG.md)
- [Commits](https://github.com/Shopify/bootsnap/compare/v1.18.4...v1.18.6)

---
updated-dependencies:
- dependency-name: bootsnap
  dependency-version: 1.18.6
  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>
2025-05-19 13:31:56 -04:00
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
dependabot[bot]
dcc43cb253
Bump ruby-lsp-rails from 0.4.1 to 0.4.2 (#2206)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.4.1 to 0.4.2.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.1...v0.4.2)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-version: 0.4.2
  dependency-type: direct:development
  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>
2025-05-05 12:40:15 -04:00
dependabot[bot]
98644f1b87
Bump plaid from 37.0.0 to 38.0.0 (#2207)
Bumps [plaid](https://github.com/plaid/plaid-ruby) from 37.0.0 to 38.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases)
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/plaid/plaid-ruby/compare/v37.0.0...v38.0.0)

---
updated-dependencies:
- dependency-name: plaid
  dependency-version: 38.0.0
  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>
2025-05-05 12:39:58 -04:00
dependabot[bot]
fc9961d420
Bump selenium-webdriver from 4.31.0 to 4.32.0 (#2208)
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.31.0 to 4.32.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.31.0...selenium-4.32.0)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  dependency-version: 4.32.0
  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>
2025-05-05 12:39:50 -04:00
Zach Gollwitzer
a51c4d2cba
New onboarding, trials, Stripe integration (#2185)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* New onboarding, trials, Stripe integration

* Fix tests

* Lint fixes

* Fix subscription endpoints
2025-05-01 16:47:14 -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
dependabot[bot]
e70295394a
Bump plaid from 36.1.0 to 37.0.0 (#2163)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Bumps [plaid](https://github.com/plaid/plaid-ruby) from 36.1.0 to 37.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases)
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/plaid/plaid-ruby/compare/v36.1.0...v37.0.0)

---
updated-dependencies:
- dependency-name: plaid
  dependency-version: 37.0.0
  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>
2025-04-28 15:07:05 -04:00
dependabot[bot]
8019a0b33c
Bump faraday from 2.13.0 to 2.13.1 (#2166)
Bumps [faraday](https://github.com/lostisland/faraday) from 2.13.0 to 2.13.1.
- [Release notes](https://github.com/lostisland/faraday/releases)
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md)
- [Commits](https://github.com/lostisland/faraday/compare/v2.13.0...v2.13.1)

---
updated-dependencies:
- dependency-name: faraday
  dependency-version: 2.13.1
  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>
2025-04-28 15:06:54 -04:00
dependabot[bot]
9be0553b18
Bump octokit from 9.2.0 to 10.0.0 (#2164)
Bumps [octokit](https://github.com/octokit/octokit.rb) from 9.2.0 to 10.0.0.
- [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/v9.2.0...v10.0.0)

---
updated-dependencies:
- dependency-name: octokit
  dependency-version: 10.0.0
  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>
2025-04-28 14:59:52 -04:00
dependabot[bot]
218040584d
Bump rqrcode from 2.2.0 to 3.0.0 (#2162)
Bumps [rqrcode](https://github.com/whomwah/rqrcode) from 2.2.0 to 3.0.0.
- [Release notes](https://github.com/whomwah/rqrcode/releases)
- [Changelog](https://github.com/whomwah/rqrcode/blob/main/CHANGELOG.md)
- [Commits](https://github.com/whomwah/rqrcode/compare/v2.2.0...v3.0.0)

---
updated-dependencies:
- dependency-name: rqrcode
  dependency-version: 3.0.0
  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>
2025-04-28 14:59:21 -04:00
dependabot[bot]
90d491906e
Bump ruby-lsp-rails from 0.4.0 to 0.4.1 (#2165)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.4.0 to 0.4.1.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.0...v0.4.1)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-version: 0.4.1
  dependency-type: direct:development
  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>
2025-04-28 14:57:50 -04:00
dependabot[bot]
3370ae260d
Bump sidekiq from 8.0.2 to 8.0.3 (#2167)
Bumps [sidekiq](https://github.com/sidekiq/sidekiq) from 8.0.2 to 8.0.3.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md)
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.2...v8.0.3)

---
updated-dependencies:
- dependency-name: sidekiq
  dependency-version: 8.0.3
  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>
2025-04-28 14:57:42 -04:00
Josh Pigford
a7dfafc907 Add Skylight gem for performance monitoring
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-04-21 08:10:04 -05:00
neo773
65e1bc6edd
Feature: Implement Mobile Responsiveness (#2092)
* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* format

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* 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
dependabot[bot]
5cb2183bdf
Bump stripe from 14.0.0 to 15.0.0 (#2105)
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 14.0.0 to 15.0.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases)
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/stripe/stripe-ruby/compare/v14.0.0...v15.0.0)

---
updated-dependencies:
- dependency-name: stripe
  dependency-version: 15.0.0
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:41 -04:00
dependabot[bot]
6f70a54d6f
Bump faraday from 2.12.2 to 2.13.0 (#2106)
Bumps [faraday](https://github.com/lostisland/faraday) from 2.12.2 to 2.13.0.
- [Release notes](https://github.com/lostisland/faraday/releases)
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md)
- [Commits](https://github.com/lostisland/faraday/compare/v2.12.2...v2.13.0)

---
updated-dependencies:
- dependency-name: faraday
  dependency-version: 2.13.0
  dependency-type: direct:production
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:33 -04:00
dependabot[bot]
e517127062
Bump csv from 3.3.3 to 3.3.4 (#2107)
Bumps [csv](https://github.com/ruby/csv) from 3.3.3 to 3.3.4.
- [Release notes](https://github.com/ruby/csv/releases)
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md)
- [Commits](https://github.com/ruby/csv/compare/v3.3.3...v3.3.4)

---
updated-dependencies:
- dependency-name: csv
  dependency-version: 3.3.4
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 08:52:30 -04:00
dependabot[bot]
0da057b792
Bump sidekiq from 8.0.1 to 8.0.2 (#2059)
Bumps [sidekiq](https://github.com/sidekiq/sidekiq) from 8.0.1 to 8.0.2.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md)
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.1...v8.0.2)

---
updated-dependencies:
- dependency-name: sidekiq
  dependency-version: 8.0.2
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:48:14 -04:00
dependabot[bot]
0e1c902b63
Bump selenium-webdriver from 4.30.1 to 4.31.0 (#2060)
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.30.1 to 4.31.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.31.0)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  dependency-version: 4.31.0
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:53 -04:00
dependabot[bot]
bb0f0239fb
Bump faraday-retry from 2.3.0 to 2.3.1 (#2061)
Bumps [faraday-retry](https://github.com/lostisland/faraday-retry) from 2.3.0 to 2.3.1.
- [Release notes](https://github.com/lostisland/faraday-retry/releases)
- [Changelog](https://github.com/lostisland/faraday-retry/blob/main/CHANGELOG.md)
- [Commits](https://github.com/lostisland/faraday-retry/compare/v2.3.0...v2.3.1)

---
updated-dependencies:
- dependency-name: faraday-retry
  dependency-version: 2.3.1
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:46 -04:00
dependabot[bot]
e6c1c5f368
Bump vernier from 1.6.0 to 1.7.0 (#2062)
Bumps [vernier](https://github.com/jhawthorn/vernier) from 1.6.0 to 1.7.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases)
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.6.0...v1.7.0)

---
updated-dependencies:
- dependency-name: vernier
  dependency-version: 1.7.0
  dependency-type: direct:production
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:36 -04:00
dependabot[bot]
02bbeeaec5
Bump stripe from 13.5.0 to 14.0.0 (#2063)
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.5.0 to 14.0.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases)
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.5.0...v14.0.0)

---
updated-dependencies:
- dependency-name: stripe
  dependency-version: 14.0.0
  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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:25:49 -04:00
dependabot[bot]
1649e991b4
Bump brakeman from 7.0.1 to 7.0.2 (#2064)
Bumps [brakeman](https://github.com/presidentbeef/brakeman) from 7.0.1 to 7.0.2.
- [Release notes](https://github.com/presidentbeef/brakeman/releases)
- [Changelog](https://github.com/presidentbeef/brakeman/blob/main/CHANGES.md)
- [Commits](https://github.com/presidentbeef/brakeman/compare/v7.0.1...v7.0.2)

---
updated-dependencies:
- dependency-name: brakeman
  dependency-version: 7.0.2
  dependency-type: direct:development
  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>
2025-04-08 11:00:11 -04:00
Zach Gollwitzer
4c72231312 Update brakeman 2025-04-04 12:15:10 -04:00
dependabot[bot]
5f2a031d4c
Bump ruby-openai from 8.0.0 to 8.1.0 (#2036)
Bumps [ruby-openai](https://github.com/alexrudall/ruby-openai) from 8.0.0 to 8.1.0.
- [Release notes](https://github.com/alexrudall/ruby-openai/releases)
- [Changelog](https://github.com/alexrudall/ruby-openai/blob/main/CHANGELOG.md)
- [Commits](https://github.com/alexrudall/ruby-openai/compare/v8.0.0...v8.1.0)

---
updated-dependencies:
- dependency-name: ruby-openai
  dependency-type: direct:production
  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>
2025-04-01 09:11:56 -04:00
Zach Gollwitzer
939244bd3e
Use faraday retry, move retry logic to concrete provider level (#2042) 2025-04-01 08:41:49 -04:00
Zach Gollwitzer
2f6b11c18f
Personal finance AI (v1) (#2022)
* AI sidebar

* Add chat and message models with associations

* Implement AI chat functionality with sidebar and messaging system

- Add chat and messages controllers
- Create chat and message views
- Implement chat-related routes
- Add message broadcasting and user interactions
- Update application layout to support chat sidebar
- Enhance user model with initials method

* Refactor AI sidebar with enhanced chat menu and interactions

- Update sidebar layout with dynamic width and improved responsiveness
- Add new chat menu Stimulus controller for toggling between chat and chat list views
- Improve chat list display with recent chats and empty state
- Extract AI avatar to a partial for reusability
- Enhance message display and interaction styling
- Add more contextual buttons and interaction hints

* Improve chat scroll behavior and message styling

- Refactor chat scroll functionality with Stimulus controller
- Optimize message scrolling in chat views
- Update message styling for better visual hierarchy
- Enhance chat container layout with flex and auto-scroll
- Simplify message rendering across different chat views

* Extract AI avatar to a shared partial for consistent styling

- Refactor AI avatar rendering across chat views
- Replace hardcoded avatar markup with a reusable partial
- Simplify avatar display in chats and messages views

* Update sidebar controller to handle right panel width dynamically

- Add conditional width class for right sidebar panel
- Ensure consistent sidebar toggle behavior for both left and right panels
- Use specific width class for right panel (w-[375px])

* Refactor chat form and AI greeting with flexible partials

- Extract message form to a reusable partial with dynamic context support
- Create flexible AI greeting partial for consistent welcome messages
- Simplify chat and sidebar views by leveraging new partials
- Add support for different form scenarios (chat, new chat, sidebar)
- Improve code modularity and reduce duplication

* Add chat clearing functionality with dynamic menu options

- Implement clear chat action in ChatsController
- Add clear chat route to support clearing messages
- Update AI sidebar with dropdown menu for chat actions
- Preserve system message when clearing chat
- Enhance chat interaction with new menu options

* Add frontmatter to project structure documentation

- Create initial frontmatter for structure.mdc file
- Include description and configuration options
- Prepare for potential dynamic documentation rendering

* Update general project rules with additional guidelines

- Add rule for using `Current.family` instead of `current_family`
- Include new guidelines for testing, API routes, and solution approach
- Expand project-specific rules for more consistent development practices

* Add OpenAI gem and AI-friendly data representations

- Add `ruby-openai` gem for AI integration
- Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement
- Include Promptable module in both models
- Add savings rate calculation method in IncomeStatement
- Prepare financial models for AI-powered insights and interactions

* Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities

- Implement comprehensive AI financial query system with function-based interactions
- Add detailed debug logging for AI responses and function calls
- Extend BalanceSheet and IncomeStatement models with AI-friendly methods
- Create robust error handling and fallback mechanisms for AI queries
- Update chat and message views to support debug mode and enhanced rendering
- Add AI query routes and initial test coverage for financial assistant

* Refactor AI sidebar and chat layout with improved structure and comments

- Remove inline AI chat from application layout
- Enhance AI sidebar with more semantic HTML structure
- Add descriptive comments to clarify different sections of chat view
- Improve flex layout and scrolling behavior in chat messages container
- Optimize message rendering with more explicit class names and structure

* Add Markdown rendering support for AI chat messages

- Implement `markdown` helper method in ApplicationHelper using Redcarpet
- Update message view to render AI messages with Markdown formatting
- Add comprehensive Markdown rendering options (tables, code blocks, links)
- Enhance AI Financial Assistant prompt to encourage Markdown usage
- Remove commented Markdown CSS in Tailwind application stylesheet

* Missing comma

* Enhance AI response processing with chat history context

* Improve AI debug logging with payload size limits and internal message flag

* Enhance AI chat interaction with improved thinking indicator and scrolling behavior

* Add AI consent and enable/disable functionality for AI chat

* Upgrade Biome and refactor JavaScript template literals

- Update @biomejs/biome to latest version with caret (^) notation
- Refactor AI query and chat controllers to use template literals
- Standardize npm scripts formatting in package.json

* Add beta testing usage note to AI consent modal

* Update test fixtures and configurations for AI chat functionality

- Add family association to chat fixtures and tests
- Set consistent password digest for test users
- Enable AI for test users
- Add OpenAI access token for test environment
- Update chat and user model tests to include family context

* Simplify data model and get tests passing

* Remove structure.mdc from version control

* Integrate AI chat styles into existing prose pattern

* Match Figma design spec, implement Turbo frames and actions for chats controller

* AI rules refresh

* Consolidate Stimulus controllers, thinking state, controllers, and views

* Naming, domain alignment

* Reset migrations

* Improve data model to support tool calls and message types

* Tool calling tests and fixtures

* Tool call implementation and test

* Get assistant test working again

* Test updates

* Process tool calls within provider

* Chat UI back to working state again

* Remove stale code

* Tests passing

* Update openai class naming to avoid conflicts

* Reconfigure test env

* Rebuild gemfile

* Fix naming conflicts for ChatResponse

* Message styles

* Use OpenAI conversation state management

* Assistant function base implementation

* Add back thinking messages, clean up error handling for chat

* Fix sync error when security price has bad data from provider

* Add balance sheet function to assistant

* Add better function calling error visibility

* Add income statement function

* Simplify and clean up "thinking" interactions with Turbo frames

* Remove stale data definitions from functions

* Ensure VCR fixtures working with latest code

* basic stream implementation

* Get streaming working

* Make AI sidebar wider when left sidebar is collapsed

* Get tests working with streaming responses

* Centralize provider error handling

* Provider data boundaries

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-03-28 13:08:22 -04:00
dependabot[bot]
9f062de6b4
Bump selenium-webdriver from 4.29.1 to 4.30.1 (#2020)
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.29.1 to 4.30.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/commits)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  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>
2025-03-24 10:06:18 -04:00
dependabot[bot]
3dfdd0aea5
Bump vernier from 1.5.0 to 1.6.0 (#2019)
Bumps [vernier](https://github.com/jhawthorn/vernier) from 1.5.0 to 1.6.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases)
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.5.0...v1.6.0)

---
updated-dependencies:
- dependency-name: vernier
  dependency-type: direct:production
  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>
2025-03-24 10:06:05 -04:00
dependabot[bot]
86431e79a3
Bump csv from 3.3.2 to 3.3.3 (#2021)
Bumps [csv](https://github.com/ruby/csv) from 3.3.2 to 3.3.3.
- [Release notes](https://github.com/ruby/csv/releases)
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md)
- [Commits](https://github.com/ruby/csv/compare/v3.3.2...v3.3.3)

---
updated-dependencies:
- dependency-name: csv
  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>
2025-03-24 10:03:22 -04:00
Joseph Ho
b41897b5e5
import: Bulk import transaction data. (#1962)
Fixes: #1846.
2025-03-24 09:59:27 -04:00
Zach Gollwitzer
19cc63c8f4
Use Redis for ActiveJob and ActionCable (#2004)
* Use Redis for ActiveJob and ActionCable

* Fix alwaysApply setting

* Update queue names and weights

* Tweak weights

* Update job queues

* Update docker setup guide

* Remove deprecated upgrade columns from users table

* Refactor Redis configuration for Sidekiq and caching in production environment

* Add Sidekiq Sentry monitoring

* queue naming fix

* Clean up schema
2025-03-19 12:36:16 -04:00
Zach Gollwitzer
78baf2b327 Update deps 2025-03-17 13:04:59 -04:00
dependabot[bot]
56203b04d3
Bump sentry-rails from 5.22.4 to 5.23.0 (#1996)
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby) from 5.22.4 to 5.23.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases)
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.22.4...5.23.0)

---
updated-dependencies:
- dependency-name: sentry-rails
  dependency-type: direct:production
  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>
2025-03-17 11:55:07 -04:00
dependabot[bot]
c66401dc0f
Bump stripe from 13.4.1 to 13.5.0 (#1970)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.4.1 to 13.5.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases)
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.4.1...v13.5.0)

---
updated-dependencies:
- dependency-name: stripe
  dependency-type: direct:production
  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>
2025-03-10 09:34:15 -04:00
dependabot[bot]
9dcb9e8ed2
Bump webmock from 3.25.0 to 3.25.1 (#1968)
Bumps [webmock](https://github.com/bblimke/webmock) from 3.25.0 to 3.25.1.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md)
- [Commits](https://github.com/bblimke/webmock/compare/v3.25.0...v3.25.1)

---
updated-dependencies:
- dependency-name: webmock
  dependency-type: direct:development
  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>
2025-03-10 09:16:01 -04:00
dependabot[bot]
045fa1931c
Bump good_job from 4.9.0 to 4.9.3 (#1969)
Bumps [good_job](https://github.com/bensheldon/good_job) from 4.9.0 to 4.9.3.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v4.9.0...v4.9.3)

---
updated-dependencies:
- dependency-name: good_job
  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>
2025-03-10 09:15:51 -04:00
dependabot[bot]
3f8351abfe
Bump rubocop-rails-omakase from 1.0.0 to 1.1.0 (#1971)
Bumps [rubocop-rails-omakase](https://github.com/rails/rubocop-rails-omakase) from 1.0.0 to 1.1.0.
- [Release notes](https://github.com/rails/rubocop-rails-omakase/releases)
- [Commits](https://github.com/rails/rubocop-rails-omakase/compare/v1.0.0...v1.1.0)

---
updated-dependencies:
- dependency-name: rubocop-rails-omakase
  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>
2025-03-10 09:13:38 -04:00
dependabot[bot]
dc44da6c00
Bump redcarpet from 3.6.0 to 3.6.1 (#1972)
Bumps [redcarpet](https://github.com/vmg/redcarpet) from 3.6.0 to 3.6.1.
- [Release notes](https://github.com/vmg/redcarpet/releases)
- [Changelog](https://github.com/vmg/redcarpet/blob/master/CHANGELOG.md)
- [Commits](https://github.com/vmg/redcarpet/compare/v3.6.0...v3.6.1)

---
updated-dependencies:
- dependency-name: redcarpet
  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>
2025-03-10 09:13:25 -04:00
dependabot[bot]
2e4180fbf0
Bump turbo-rails from 2.0.11 to 2.0.13 (#1973)
Bumps [turbo-rails](https://github.com/hotwired/turbo-rails) from 2.0.11 to 2.0.13.
- [Release notes](https://github.com/hotwired/turbo-rails/releases)
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.11...v2.0.13)

---
updated-dependencies:
- dependency-name: turbo-rails
  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>
2025-03-10 09:13:15 -04:00
dependabot[bot]
4b19ca50eb
Bump i18n-tasks from 1.0.14 to 1.0.15 (#1974)
Bumps [i18n-tasks](https://github.com/glebm/i18n-tasks) from 1.0.14 to 1.0.15.
- [Release notes](https://github.com/glebm/i18n-tasks/releases)
- [Changelog](https://github.com/glebm/i18n-tasks/blob/main/CHANGES.md)
- [Commits](https://github.com/glebm/i18n-tasks/compare/v1.0.14...v1.0.15)

---
updated-dependencies:
- dependency-name: i18n-tasks
  dependency-type: direct:development
  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>
2025-03-10 09:13:05 -04:00
Josh Pigford
0e76d753bd Replace StackProf with Vernier for performance profiling 2025-02-25 08:37:51 -06:00
dependabot[bot]
ac9703031f
Bump plaid from 36.0.0 to 36.1.0 (#1891)
Bumps [plaid](https://github.com/plaid/plaid-ruby) from 36.0.0 to 36.1.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases)
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/plaid/plaid-ruby/compare/v36.0.0...v36.1.0)

---
updated-dependencies:
- dependency-name: plaid
  dependency-type: direct:production
  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>
2025-02-24 10:01:41 -05:00
dependabot[bot]
457e7062bf
Bump selenium-webdriver from 4.28.0 to 4.29.1 (#1892)
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.28.0 to 4.29.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/commits)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  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>
2025-02-24 10:01:05 -05:00