Zach Gollwitzer
153bffcaf2
Add migration to clear stale syncs on self hosted apps
2025-05-14 12:52:21 -04:00
Zach Gollwitzer
0ff128b942
Remove manual sleep
2025-05-14 11:43:28 -04:00
Zach Gollwitzer
c83aa10f01
Persistent account tab selections
2025-05-14 11:42:17 -04:00
Zach Gollwitzer
db02718d71
Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements
2025-05-13 21:33:14 -04:00
Zach Gollwitzer
86cbb14d3b
account tab session
2025-05-13 21:32:49 -04:00
Zach Gollwitzer
3f48992aea
Fix trade builder logic
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2025-05-13 16:17:25 -04:00
Zach Gollwitzer
bcb47a9d29
Fix auto sync trigger logic and add tests
2025-05-13 16:14:29 -04:00
Zach Gollwitzer
7ad3ea8223
Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements
2025-05-13 15:54:38 -04:00
Alex Hatzenbuhler
bebe7b40d6
Improve rules - add name, allow sorting, improve UI ( #2177 )
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* Add ability to name a rule
* Add sorting by name and date,
* Improve rule page and form design
* Small header tweak
* Improve sorting click areas by including icon
* Fix brakeman
* Use icon helper instead of lucide_icon helper
* Fix double headers with new DialogComponent
* Use updated_at for sorting instead of created_at
* Use copy-plus icon for compound rules
* Remove icons and change IF/THEN/FOR font in edit form
* Use text-secondary on disabled rules
* First pass at redesigning the sorting menu
* New rule list
* Borders instead of shadows
* Apply proper text color to TO in edit form
* Improve dark mode with proper background color classes
* Use border-secondary
* Add touch: true to conditions and actions of a rule, so updated_at works as expected
* Fix db schema
* Change sort direction to be a LinkComponent outside of the form for better sort behavior
* Clean up dropdown design to match figma
* Match tags/categories design
* Fix name text color, add bg-divider background for dividers
* Fix family subscription tests (thanks zach!)
2025-05-13 15:53:13 -04:00
Zach Gollwitzer
9d8d6bd86b
Add sync states throughout app
2025-05-13 15:49:02 -04:00
Alex Hatzenbuhler
050d5ebaad
Ensure the condition group "Add condition" button is type button to avoid form submission ( #2233 )
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2025-05-13 10:35:23 -04:00
Alex Hatzenbuhler
30d3eef67f
Fix AND prefix on rule form ( #2234 )
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* Fix AND prefix on rule form
This new condition prefix data target is used to ensure the AND prefix is added/removed to additional conditions/groups when there aren't any saved conditions yet.
* Ensure the condition group "Add condition" button is type button to avoid form submission
* Add prefix update when removing a subcondition
* Use data condition to update the prefix on conditions, condition groups, and subconditions
* Use condition remove instead of element remove for condition groups so prefix logic runs
* Add back explicit show_prefixes to ensure subconditions never have a prefix
* Run the prefix update runs on a load of a form, which handles prefixes on an edit since no conditions change
* Ensure saved items that are marked for removal don't impact the index
* Simplify logic since we don't process subconditions
* Clean up comments
* Add primary_condition_title field to rule model
2025-05-13 10:34:41 -04:00
Zach Gollwitzer
3cab7164d3
Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements
2025-05-13 09:59:27 -04:00
Zach Gollwitzer
df8e22afe9
Stripe tasks
2025-05-13 08:56:32 -04:00
Zach Gollwitzer
0fb689290a
Family subscription unique index
2025-05-13 08:32:53 -04:00
Zach Gollwitzer
0079710d47
Report high duplicate sync counts to Sentry
2025-05-12 20:17:59 -04:00
Zach Gollwitzer
9e6e4b1ce6
Only run Plaid syncs via webhook after initial sync
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2025-05-12 18:55:19 -04:00
Zach Gollwitzer
908b3e2489
Temporary disable of sync cascade behavior
2025-05-12 15:41:14 -04:00
Zach Gollwitzer
267692d297
Clean up market data methods
2025-05-12 15:22:24 -04:00
Zach Gollwitzer
efea7bfc01
30 day syncs by default
2025-05-12 15:01:39 -04:00
Zach Gollwitzer
6a1d625a4f
Improve sync window column names, add timestamps
2025-05-12 14:40:17 -04:00
Zach Gollwitzer
7988ab64cc
Fix price sync
2025-05-12 10:49:33 -04:00
Zach Gollwitzer
0fbafceea9
Basic market data sync cron
2025-05-12 10:40:43 -04:00
Zach Gollwitzer
5c8bca31ec
Clean up sync class, add state machine
2025-05-11 15:02:46 -04:00
Zach Gollwitzer
5432b3903d
Move sync orchestration to Sync class
2025-05-10 21:04:59 -04:00
Zach Gollwitzer
6ddb4d088e
Sync strategies
2025-05-10 18:08:31 -04:00
Zach Gollwitzer
3207077f9e
Put sync implementations in own concerns
2025-05-10 16:38:47 -04:00
Zach Gollwitzer
64147758a3
Remove bad abstraction
2025-05-10 16:16:47 -04:00
Zach Gollwitzer
c8b1e1d059
PlaidConnectable concern
2025-05-10 10:28:00 -04:00
Zach Gollwitzer
a268c5a563
Revert "Add env to toggle provider price syncs"
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This reverts commit 0006b6f6ca
.
2025-05-09 17:47:35 -04:00
Zach Gollwitzer
0006b6f6ca
Add env to toggle provider price syncs
2025-05-09 16:59:23 -04:00
Zach Gollwitzer
48a07d6158
Revert batch upserting
2025-05-09 16:42:44 -04:00
Zach Gollwitzer
5d798fe0a0
Remove retry logic from security upsert
2025-05-09 16:31:16 -04:00
Zach Gollwitzer
f07c41821e
Add warn log for security price upsert retries
2025-05-09 16:05:10 -04:00
Zach Gollwitzer
7605b0221d
Batch upsert security prices on sync
2025-05-09 15:56:48 -04:00
Zach Gollwitzer
ab2cec55e7
Propagate child sync errors up to parent, fix sync status ( #2232 )
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* Propagate child sync errors up to parent, fix sync status
* Remove testing error
2025-05-09 14:56:49 -04:00
JIBSIL
03e3899541
Config: put Redis service in Docker local network ( #2223 )
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old config exposed the Redis server to the internet if the user had not configured a firewall to block port 6379
Signed-off-by: JIBSIL <40243545+JIBSIL@users.noreply.github.com>
2025-05-09 09:52:56 -04:00
Alex Hatzenbuhler
3371243a00
Use single list for desktop and mobile nav bars ( #2227 )
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* Add rules_label to locale file
* Add rules to settings sidebar, use locale text
* Use a single list for mobile and desktop nav
2025-05-09 09:52:18 -04:00
Zach Gollwitzer
d8e058d7c6
Handle case sensitive values when creating securities
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2025-05-08 14:31:43 -04:00
Zach Gollwitzer
867318cbc1
Improve sync data management
2025-05-08 12:52:40 -04:00
Zach Gollwitzer
1e5edd9f2f
Fix Plaid cash balance double counting ( #2222 )
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* Fix Plaid cash balance double counting
* Fix today's cash balance
* Simplify balance trends in activity view
2025-05-08 12:25:53 -04:00
Alex Hatzenbuhler
42207e487e
Fix dark mode welcome screen for self-hosting ( #2225 )
2025-05-08 08:45:28 -05:00
Zach Gollwitzer
ea1b6f2bd8
Fix chart timezone bug ( #2224 )
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2025-05-07 22:19:09 -04:00
Zach Gollwitzer
2707a40a2a
Handle nested child syncs ( #2220 )
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2025-05-07 18:12:08 -04:00
Zach Gollwitzer
8b857e9c8a
Notify parent sync in ensure block
2025-05-07 16:51:11 -04:00
Zach Gollwitzer
a07e9d40a3
Transactional locks for sync completions ( #2219 )
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* Transactional locks for sync completions
* Lower sync display logic tolerance in UI
2025-05-07 16:28:58 -04:00
Zach Gollwitzer
71be2a04ad
Fix rule title reference
2025-05-07 14:10:56 -04:00
Zach Gollwitzer
a67f36bf64
Prevent account deletions when account is linked to a Plaid Item ( #2218 )
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* Prevent account deletions when account is linked to a Plaid Item
* Only guard deletions in UI and controller, not at model level
2025-05-07 13:56:20 -04:00
Zach Gollwitzer
628d266980
Fix merchant assignment to transactions
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2025-05-07 11:05:29 -04:00
Josh Pigford
64d5a73eb7
Update render-build.sh
2025-05-07 10:00:24 -05:00