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11 commits

Author SHA1 Message Date
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
e907b073ed
Fix time period key conflicts (#1944) 2025-03-03 12:47:20 -05:00
Zach Gollwitzer
f5ff5332d5
Fix parent category sums in budget (#1894)
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2025-02-24 12:51:13 -05:00
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
Paul Imoke
fb6c6fa6bb
fix: subcategories are not properly handled for budget allocations (#1844)
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* fix: `allocated_spending` logic

* fix: subcategories exceeding parent limit

* refactor: budget allocations and max allocation logic

* feat: add stream for budget category form validation

* feat: update uncategorized value via stream, refactor confirm button with stream

* fix: ensure live updates for parent & sibling budgets in Turbo Stream

* fix: lint issues
2025-02-11 09:28:06 -05:00
Marvin M
df5f4c83fe
fix: Save completely allocated budget (#1811)
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Signed-off-by: Marvin M <39344769+M123-dev@users.noreply.github.com>
2025-02-05 13:20:19 -05:00
Georgi Tapalilov
d2a7aef6ef
fix n+1 for categories (#1693)
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2025-01-27 09:34:13 -05:00
Julien Bertazzo Lambert
8be5bb07c8
fix: reuse correct expense total calculation in budget.rb (#1699) 2025-01-27 09:29:50 -05:00
Zach Gollwitzer
ca8bdb6241
Fix budget money formatting (#1626)
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2025-01-16 19:05:34 -05:00
Zach Gollwitzer
60f1a1e2d2 Fix budget edit button 2025-01-16 16:24:14 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 (#1609)
* Budgeting V1

* Basic UI template

* Fully scaffolded budgeting v1

* Basic working budget

* Finalize donut chart for budgets

* Allow categorization of loan payments for budget

* Include loan payments in incomes_and_expenses scope

* Add budget allocations progress

* Empty states

* Clean up budget methods

* Category aggregation queries

* Handle overage scenarios in form

* Finalize budget donut chart controller

* Passing tests

* Fix allocation naming

* Add income category migration

* Native support for uncategorized budget category

* Formatting

* Fix subcategory sort order, padding

* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00