Josh Pigford
07ca33f2f4
Taskmaster Stubbing ( #2313 )
2025-05-26 18:39:39 -05:00
dependabot[bot]
fe33fe086a
Bump selenium-webdriver from 4.32.0 to 4.33.0 ( #2307 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.32.0 to 4.33.0.
- [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-4.32.0...selenium-4.33.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.33.0
dependency-type: direct:development
update-type: version-update:semver-minor
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2025-05-26 06:17:26 -04:00
dependabot[bot]
bf2426ce82
Bump view_component from 3.22.0 to 3.23.2 ( #2308 )
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Bumps [view_component](https://github.com/viewcomponent/view_component ) from 3.22.0 to 3.23.2.
- [Release notes](https://github.com/viewcomponent/view_component/releases )
- [Changelog](https://github.com/ViewComponent/view_component/blob/main/docs/CHANGELOG.md )
- [Commits](https://github.com/viewcomponent/view_component/compare/v3.22.0...v3.23.2 )
---
updated-dependencies:
- dependency-name: view_component
dependency-version: 3.23.2
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-05-26 06:17:18 -04:00
Zach Gollwitzer
6e202bd7ec
Improve chart performance and gapfilling ( #2306 )
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2025-05-25 20:40:18 -04:00
Joseph Ho
e1b81ef879
feature: Show total balance in family currency in accounts ( #2283 )
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2025-05-25 11:54:22 -04:00
Kenrick Tandrian
151bf25d27
fix(ui): chart view selector bg color ( #2303 )
2025-05-25 11:53:14 -04:00
Zach Gollwitzer
854a21993a
Handle ITEM_NOT_FOUND errors on Plaid deletions
2025-05-25 11:52:29 -04:00
Zach Gollwitzer
d21e385962
Lazy load Plaid link tokens, fix link issues on broadcast ( #2302 )
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* Lazy load Plaid link tokens, fix link issues on broadcast
* Fix alert styles
2025-05-25 08:12:54 -04:00
Zach Gollwitzer
c701755b02
Require upstream item removal to delete plaid item
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2025-05-24 19:23:36 -04:00
Zach Gollwitzer
43a403e431
Increase specificity of filter when fetching Plaid liabilities
2025-05-24 19:16:55 -04:00
Zach Gollwitzer
03e0230e99
Do not re-raise ITEM_LOGIN_REQUIRED errors
2025-05-24 18:46:40 -04:00
Zach Gollwitzer
ffc5f844b2
Plaid webhook processor
2025-05-24 18:33:59 -04:00
Zach Gollwitzer
5125411822
Handle duplicate sync jobs
2025-05-24 17:58:17 -04:00
Zach Gollwitzer
aecb5aafd8
Pass transactions cursor when fetching plaid transactions
2025-05-24 17:41:14 -04:00
Zach Gollwitzer
6935ffa3d1
Only fetch needed Plaid products, improve Plaid tests and mocks
2025-05-24 16:40:28 -04:00
Zach Gollwitzer
03a146222d
Plaid sync domain improvements ( #2267 )
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Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:
1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances
This provides several benefits:
- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
2025-05-23 18:58:22 -04:00
Alex Hatzenbuhler
5c82af0e8c
Fix and improve chat title edit ( #2285 )
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* Fix and improve chat title edit
* Put back background color
* use transparent
2025-05-23 15:31:08 -04:00
Josh Pigford
5cfb4addbd
Refactor balance sheet weight calculation and improve group weight rendering
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- 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
Josh Pigford
fd65b5a747
Implement caching for classification and account groups in BalanceSheet model and optimize sparkline rendering in views
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- Add caching for classification groups and account groups in the BalanceSheet model to improve performance.
- Update views for accountable sparklines to utilize caching for rendered HTML, enhancing load times and reducing database queries.
2025-05-23 11:46:12 -05:00
Josh Pigford
6d4509fbe6
Optimize transaction totals caching and improve default date filter behavior
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- Implement caching for transaction totals to enhance performance, using a unique cache key based on family ID and search parameters.
- Adjust default date filter logic to use the user's preferred period when no explicit date filters are provided, reducing the load on the database for large datasets.
2025-05-23 11:30:04 -05:00
Zach Gollwitzer
c7d9c94489
Add back schema migration for unique securities
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2025-05-22 16:11:22 -04:00
Zach Gollwitzer
fcdc42760d
Tweak dup securities data migration
2025-05-22 16:02:34 -04:00
Zach Gollwitzer
19804d2b05
temp: remove schema migration
2025-05-22 15:39:45 -04:00
Zach Gollwitzer
fe24117c50
Stronger security unique index and data migration
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Note to self hosters:
If you started self hosting prior to this commit, you may have duplicate securities in your database.
This is usually not a problem, but if you'd like to clean things up, you can run the data migration
by opening a terminal on the machine you're hosting with and running:
```sh
rake data_migration:migrate_duplicate_securities
```
2025-05-22 15:15:07 -04:00
Zach Gollwitzer
e4ee06c9f6
Security resolver and health checker ( #2281 )
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* 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
Luan Estradioto
857436d894
fix: mobile responsive category color picker ( #2280 )
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* fix: mobile responsiveness on category picker popup
* fix: mobile responsiveness on category picker popup
2025-05-22 11:50:12 -04:00
Luan Estradioto
092350f1f8
Feat: Mobile Settings menu with preserve scroll + scroll on connect ( #2278 )
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* feat: preserve scroll and scroll on connect, better responsive mobile settings menu
* Update app/javascript/controllers/scroll_on_connect_controller.js
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
* Update app/javascript/controllers/scroll_on_connect_controller.js
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
---------
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-05-22 11:46:57 -04:00
Alex Hatzenbuhler
b719a8b80d
Add new ai chat button, tweak ai navigation ( #2272 )
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* Add new chat button
* Tweak chat navigation
* Fix chat nav padding on new chat
* Make the button nicer
* Fix bad tailwind class
* Use menu icon instead of left
* Fix path
2025-05-22 11:38:05 -04:00
Alex Hatzenbuhler
a71b62575c
UI Fixes ( #2276 )
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* 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
Luan Estradioto
2fbd6cbc5d
fix: remove transaction form controller ( #2279 )
2025-05-22 11:30:33 -04:00
Josh Pigford
a7438e5c78
Add country_code attribute to Security model and related classes
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* Update Security model to include country_code in the data definition.
* Modify Provider::SecurityConcept to define country_code for security.
* Enhance Provider::Synth to extract country_code from security data.
* Update Security::Provided to include country_code when creating security instances.
* Adjust Security::SynthComboboxOption to add country_code as an attribute.
* Revise combobox_security partial to conditionally display country flag and code.
2025-05-22 09:45:08 -05:00
Josh Pigford
fd3b583737
Update subscription upgrade view to replace settings button with account settings link for improved clarity and navigation.
2025-05-22 08:46:57 -05:00
Josh Pigford
34b3e4ae20
Add settings button to subscription upgrade view
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2025-05-21 14:38:55 -05:00
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
Josh Pigford
cc9a75ee28
Refactor expense processing in Sankey diagram to include only top-level categories. Simplify node addition and link creation for improved readability and maintainability.
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2025-05-20 20:43:31 -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 )
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* 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
caf35701ef
Fix Docker builds after package updates
2025-05-20 14:00:31 -04:00
Zach Gollwitzer
94a807c3c9
Encapsulate enrichment actions, add tests
2025-05-20 11:33:35 -04:00
Zach Gollwitzer
dd605a577e
Bump ruby to 3.4.4
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2025-05-20 09:09:10 -04:00
Zach Gollwitzer
137219c121
Fix attribute locking namespace conflict, duplicate syncs
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2025-05-19 16:39:31 -04:00
Zach Gollwitzer
ab5bce3462
Fix provider guards for start price
2025-05-19 15:19:41 -04:00
dependabot[bot]
a262a749fe
Bump ruby-lsp-rails from 0.4.2 to 0.4.3 ( #2262 )
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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
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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 )
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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 )
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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
Alex Hatzenbuhler
1b4577e21e
Fix subconditions and condition group form ( #2256 )
2025-05-19 13:34:02 -04:00
dependabot[bot]
e569ad0a8c
Bump sentry-sidekiq from 5.23.0 to 5.24.0 ( #2265 )
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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 )
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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
e26e5c5aec
Auto sync preference, max limit on account CSV imports ( #2259 )
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* Auto sync preference, max limit on account CSV imports
* MaxRowCountExceededError
2025-05-18 15:02:51 -04:00
