Docker/Maybe
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1085 commits 15 branches 29 tags 25 MiB
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586 commits

Author SHA1 Message Date
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits (#1733) 
* Preserve transaction filters across page visits

* Preserve params when per_page is updated

* Autofocus selected transactions

* Lint fixes

* Fix syntax error

* Fix filter clearing

* Update e2e tests for new UI

* Consolidate focus behavior into concern

* Lint fixes
 2025-01-30 14:12:01 -05:00
Elvis Serrão
0b17976256
Don't allow a subcategory to be assigned to another subcategory to ensure 1 level of nesting max (#1730) 
* Improve category level limit validation

* Set categories list only for non parents

* Disable select field

* Add info about the disabled select

* Don’t render a select input for parent categories

* Handle correctly turbo_stream request format

* Add turbo_stream format to requests on create and update action's tests

* Remove no_content status from update action

* Revert "Remove no_content status from update action"

This reverts commit 866140c196.

* Revert "Add turbo_stream format to requests on create and update action's tests"

This reverts commit c6bf21490f.

* Add correct redirect url for both html and turbo_stream formats

* Remove useless turbo_frame_tag
 2025-01-30 12:35:30 -05:00
Zach Gollwitzer
247d91b99d
Lazy load synth logos (#1731) 2025-01-28 12:03:43 -05:00
Jestin Palamuttam
8256d116dd
fix: category update sync (#1720) 2025-01-27 19:58:45 -05:00
Zach Gollwitzer
de90b29201
Add RejectedTransfer model, simplify auto matching (#1690)
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* Allow transfers to match when inflow is after outflow

* Simplify transfer auto matching with RejectedTransfer model

* Validations

* Reset migrations
 2025-01-27 16:56:46 -05:00
Eirik H
7265f58518
Add cabin / cottage as a property type (#1658) 
* Add cabin / cottage as property type

Signed-off-by: Eirik H <post@eirikh.no>

* Update app/models/property.rb

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

---------

Signed-off-by: Eirik H <post@eirikh.no>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2025-01-27 13:04:36 -05:00
Nikhil Badyal
2a202576f8
Added more periods (#1714) 2025-01-27 13:03:15 -05:00
Georgi Tapalilov
d2a7aef6ef
fix n+1 for categories (#1693)
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2025-01-27 09:34:13 -05:00
Harshit Chaudhary
eabfb7aae1
Added Decimal Support in min transaction (#1681) 
* Added Decimal Support in min transaction

* fix: Using inbuilt money field

* Updated Test
 2025-01-27 09:33:56 -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
e617d791d3 Show budget averages in family currency
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Fixes #1689
 2025-01-24 20:19:13 -05:00
Zach Gollwitzer
3140835f28
Adjust queues to prioritize account syncs (#1682) 2025-01-24 13:39:08 -05:00
Zach Gollwitzer
43dd16e3fb
Only update account balance if changed (#1676)
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* Only update balance if changed

* Update test assertions
 2025-01-23 21:14:01 -05:00
Tony Vincent
61321f6b16
fix: Only admins can generate invite codes (#1611) 
* fix: Only admins can generate invite codes

* fix: raise error if user is not an admin when creating invite codesss
 2025-01-23 20:47:51 -05:00
Josh Pigford
44961f3628 Only pass in a country code on securities searches if the user location is set to "US" 2025-01-23 10:02:48 -06:00
Zach Gollwitzer
68c570eed8 Make tags scrollable
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2025-01-21 12:42:51 -05:00
Zach Gollwitzer
72fd177707
Do not raise on Plaid item not found exceptions for item deletions (#1646)
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2025-01-20 15:12:53 -05:00
Zach Gollwitzer
abccba3947
Fix account deletion cascade bug (#1644) 
* Fix account deletion cascade bug

* Rubocop fixes
 2025-01-20 11:37:01 -05:00
tlink
ae9287ec9b
FIX: correct display of percentages (#1622)
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* FIX: correct display of percentages

* FIX: correct display of percentages

* FIX: correct display of percentages
 2025-01-17 11:21:00 -05:00
Jasper Delahaije
aac9e5eca2
Update family.rb (#1629) 
Add where statement to account_transactions overview to only give transactions and not valuations

Signed-off-by: Jasper Delahaije <47220315+Repsay@users.noreply.github.com>
 2025-01-17 09:48:16 -05:00
Zach Gollwitzer
ca8bdb6241
Fix budget money formatting (#1626)
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2025-01-16 19:05:34 -05:00
Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic (#1625) 
* Fix transfer matching logic

* Fix tests
 2025-01-16 17:56:42 -05:00
Zach Gollwitzer
60f1a1e2d2 Fix budget edit button 2025-01-16 16:24:14 -05:00
Zach Gollwitzer
e1d3c7a4a1
Add CA country code to Plaid link 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2025-01-16 16:02:06 -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
Zach Gollwitzer
997d0355d4 Use livereload from source 2025-01-07 11:54:19 -05:00
Zach Gollwitzer
2c30e18c9b Fix enrichment setting 2025-01-07 11:31:44 -05:00
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements (#1585) 
* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
 2025-01-07 09:41:24 -05:00
Tony Vincent
46e129308f
Fix: breaking change after bumping hotwire-livereload to 2.0.0 (#1589)
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Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
 2025-01-03 15:36:11 -06:00
Kabiru Mwenja
dba10c2bc8
Fix unknown attribute 'parent_category' for Category in demo generator (#1575) 
```ruby
❯ bin/rails demo_data:reset
user reset
bin/rails aborted!
ActiveModel::UnknownAttributeError: unknown attribute 'parent_category' for Category. (ActiveModel::UnknownAttributeError)

          raise UnknownAttributeError.new(self, k.to_s)
```

Follows: https://github.com/maybe-finance/maybe/pull/1561
 2024-12-30 10:04:58 -05:00
Tony Vincent
b0d9891133
fix: Bug creating duplicate category leads to crash screen (#1577) 
Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
 2024-12-30 10:04:38 -05:00
Tony Vincent
9d217afb9f
feat: Save error backtrace for sync errors for better debugging (#1578) 
Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
 2024-12-30 10:04:05 -05:00
Zach Gollwitzer
77def1db40
Nested Categories (#1561)
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* Prepare entry search for nested categories

* Subcategory implementation

* Remove caching for test stability
 2024-12-20 11:37:26 -05:00
Zach Gollwitzer
a4d10097d5
Preserve pagination on entry updates (#1563) 
* Preserve pagination on entry updates

* Test fix
 2024-12-20 11:24:46 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching (#1556)
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* Preserve original transaction name

* Remove stale method

* Fix tests
 2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users (#1552)
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2024-12-17 09:58:08 -05:00
Zach Gollwitzer
bb9fa56add
Fix date format validation error (#1551) 
* Fix date format validation error

* Order trades, fix flaky test
 2024-12-16 13:21:30 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries (#1550) 
* Handle nil name for entries

* Fix tests
 2024-12-16 12:52:11 -05:00
Zach Gollwitzer
9130089950 Make data enrichment opt-in 2024-12-16 10:37:59 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment (#1532)
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* Add data enrichment

* Make data enrichment optional for self-hosters

* Add categories to data enrichment

* Only update category and merchant if nil

* Fix name overrides

* Lint fixes
 2024-12-13 17:22:27 -05:00
Zach Gollwitzer
4866a4f8e4 Increase cache time for upgrades
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Fixes #1525
 2024-12-12 15:14:54 -05:00
Zach Gollwitzer
027c18297b Fix holding avg cost calculation 2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support (#1531)
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* Plaid sync tests and multi-currency investment support

* Fix system test

* Cleanup

* Remove data migration
 2024-12-12 08:56:52 -05:00
Zach Gollwitzer
b2a56aefc1 Update Plaid cash balance on each sync
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2024-12-10 18:54:09 -05:00
Zach Gollwitzer
46131fb496 Fix unique constraint errors on sync 2024-12-10 18:16:53 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements (#1526) 
* Start tests rework

* Cash balance on schema

* Add reverse syncer

* Reverse balance sync with holdings

* Reverse holdings sync

* Reverse holdings sync should work with only trade entries

* Consolidate brokerage cash

* Add forward sync option

* Update new balance info after syncs

* Intraday balance calculator and sync fixes

* Show only balance for trade entries

* Tests passing

* Update Gemfile.lock

* Cleanup, performance improvements

* Remove account reloads for reliable sync outputs

* Simplify valuation view logic

* Special handling for Plaid cash holding
 2024-12-10 17:41:20 -05:00
Zach Gollwitzer
a9daba16c1 Fix account activity view search
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2024-12-05 08:39:16 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key (#1515)
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* Handle invalid API key

* Show error on invalid API key
 2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3 Updated domain to maybefinance.com 2024-12-03 11:09:57 -06:00
Zach Gollwitzer
c456950de8 Fix transaction filters selection bar controller error
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2024-12-02 14:06:56 -05:00