* Placeholder logic for missing prices
* Generate holdings properly for "offline" securities
* Separate forward and reverse calculators for holdings and balances
* Remove unnecessary currency conversion during sync
* Clearer sync process
* Move price caching logic to dedicated model
* Base holding calculator
* Base calculator for balances
* Finish balance calculators
* Better naming
* Logs cleanup
* Remove stale data type
* Remove stale test
* Fix price lookup logic for holdings sync
* Fix Plaid item sync regression
* Remove temp logging
* Calculate cash and holdings series
* Add holdings, cash, and balance series dropdown for investments
* Replaced data-action click event with data-action mousedown to prevent the modal from hiding on mouse up whenever mouse down starts within the modal
* Changed click events to mousedown within dialog elements to trigger the closing of the element
* Allow CSV imports to be configured to a single account or multiple accounts
* Initialize import directly from accounts page
* Fix brakeman warnings
* Fix schema
* Fix Synth check
* Do not show billing settings navbar item when self hosted
* Do not show billing settings navbar item when self hosted
* Add condition to settings helper
* Let Stripe::AuthenticationError bubble up
* 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
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
* 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
* Enhance Plaid connection management with re-authentication and error handling
- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states
* Remove redundant 'reconnect' localization for Plaid items
