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11 commits

Author SHA1 Message Date
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
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
Josh Pigford
fd65b5a747 Implement caching for classification and account groups in BalanceSheet model and optimize sparkline rendering in views
- 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
Zach Gollwitzer
9f13b5bb83
Handle stale syncs (#2257)
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* Handle stale syncs

* Use `visible` sync logic in sidebar groups
2025-05-17 18:28:21 -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
Zach Gollwitzer
5da4bb6dc3
Subscription tests and domain (#2209)
* Save work

* Subscriptions and trials domain

* Store family ID on customer

* Remove indirection of stripe calls

* Test simplifications

* Update brakeman

* Fix stripe tests in CI

* Update billing page to show subscription details

* Remove legacy columns

* Complete billing settings page

* Fix hardcoded plan name

* Handle subscriptions for self hosting mode

* Lint fixes
2025-05-06 14:05:21 -04:00
Zach Gollwitzer
2000f05453
Match Plaid holding values on current day (#2212)
* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test
2025-05-06 09:25:49 -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
47aeaf8cea
Add nice formatting for subtypes on account list (#2138)
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* Add nice formatting for subtypes on account list

* Fix rubocop linting errors

* Implement better mapping

* Fix rubocop linting

* Add short and long versions of subtypes

* Simplify subtype reference

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>

* Simplify reference logic, add a small test

* Fix test

* Fix tests

---------

Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-04-22 14:10:50 -04:00
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