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270 commits

Author SHA1 Message Date
Zach Gollwitzer
19cc63c8f4
Use Redis for ActiveJob and ActionCable (#2004)
* Use Redis for ActiveJob and ActionCable

* Fix alwaysApply setting

* Update queue names and weights

* Tweak weights

* Update job queues

* Update docker setup guide

* Remove deprecated upgrade columns from users table

* Refactor Redis configuration for Sidekiq and caching in production environment

* Add Sidekiq Sentry monitoring

* queue naming fix

* Clean up schema
2025-03-19 12:36:16 -04:00
Zach Gollwitzer
06468a05b1 Update default DB pool size
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2025-03-17 20:04:38 -04:00
Zach Gollwitzer
f65b93a352
Data provider simplification, tests, and documentation (#1997)
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
Josh Pigford
ed55ef624b Update billing settings view and locales 2025-03-11 13:00:34 -05:00
Nikhil Badyal
26762477a3
Preference to set default_period (#1941)
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2025-03-07 10:05:54 -05:00
Zach Gollwitzer
9627a6bf6f
Add tagged logging to sync process (#1956)
* Add tagged logging to sync process

* Reduce logging in syncer

* Typo
2025-03-05 15:38:31 -05:00
Zach Gollwitzer
0544089710
Account-level import configuration templates (#1946)
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* Account-level import configuration templates

* Default import to family's preferred date format
2025-03-04 13:10:01 -05:00
Zach Gollwitzer
5b2fa3d707 Fix commit resolution for Docker builds 2025-03-04 07:50:21 -05:00
Zach Gollwitzer
c95bb082a9
Bump to v0.4.3
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-28 15:11:41 -05:00
Tony Vincent
624faa10d0
fix: Don't show Billings on settings navbar when self-hosted (#1912)
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* Do not show billing settings navbar item when self hosted

* Do not show billing settings navbar item when self hosted

* Add condition to settings helper

* Let Stripe::AuthenticationError bubble up
2025-02-28 09:35:00 -05:00
Tony Vincent
8208722247
Feat: Data "reset" button (#1913)
* feat: Allow admins to delete family data

* feat: Allow self-hosting users to delete cached data

* Remove system tests
2025-02-28 07:49:12 -05:00
Josh Pigford
e8390a68d8 Reduce Sentry sampling rates for performance monitoring 2025-02-25 08:44:13 -06:00
Josh Pigford
0e76d753bd Replace StackProf with Vernier for performance profiling 2025-02-25 08:37:51 -06:00
Syed Bariman Jan
95989a6c9b
Add new category flow (#1857)
* resolve git issue

* Add new category flow

* Improve contrast checker

* make error message small

* update ui to match figma design

* realign color picker

* changes

* rename color picker controller to new category controller

* cleanup code

* cleanup code

* resize and realign icon avatar

* Fix js lint errors

Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>

---------

Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>
2025-02-24 11:08:05 -05:00
Zach Gollwitzer
da668f3dc0
Bump to v0.4.1
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 14:19:50 -05:00
Zach Gollwitzer
f96bb84c4c
Bump to v0.4.0
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 12:39:49 -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
Josh Pigford
f1f2e103ce
Enhance Plaid connection management with re-authentication and error handling (#1854)
* Enhance Plaid connection management with re-authentication and error handling

- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states

* Remove redundant 'reconnect' localization for Plaid items
2025-02-12 12:59:35 -06:00
Zach Gollwitzer
a82c0303ce
Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
Josh Pigford
945a39d035 Add manual entry option for two-factor authentication setup
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2025-02-12 09:15:00 -06:00
Daniel Esteves
077694bbde
feat(import): add currency and number format support for CSV imports (#1819)
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* feat(import): add currency and number format support for CSV imports

* feat(import): add currency and format for mint and trade

* fix(imports): remove currency field in favor of currency csv col

* fix(imports): remove validate column from import model

* test(import): add some tests for imports

* test(import): add some tests for generate_rows_from_csv

* fix: change method name for import model

* fix: change before validation

---------

Co-authored-by: danestves <danestves@users.noreply.github.com>
2025-02-10 15:31:28 -05:00
Zach Gollwitzer
536c82f2aa
Feature: Add the ability to "revert" a CSV import (#1814)
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* Allow reverting imports

* Fix tests

* Add currency column to all imports

* Don't auto-enrich demo account
2025-02-07 15:36:05 -05:00
Zach Gollwitzer
5eb5ec7aef
fix: Plaid webhook verification (#1824)
* Fix Plaid webhook verification

* Fix client creation in webhook controller
2025-02-07 10:35:42 -05:00
Josh Pigford
842e37658c
Multi-factor authentication (#1817)
* Initial pass

* Tests for MFA and locale cleanup

* Brakeman

* Update two-factor authentication status styling

* Update app/models/user.rb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Refactor MFA verification and session handling in tests

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-02-06 14:16:53 -06:00
Josh Pigford
cf014bc24f Reduce Sentry sample rate 2025-02-05 11:33:59 -06:00
Zach Gollwitzer
15e8281d46 Remove thread allocation from catch-all queue 2025-02-04 13:39:52 -05:00
Zach Gollwitzer
283d9cd8e2 Fix GoodJob config syntax 2025-02-04 13:29:27 -05:00
Zach Gollwitzer
3e06017ae1
Use correct config scope for GoodJob
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-04 13:21:10 -05:00
Josh Pigford
058830591f Increase database connection pool size 2025-02-04 12:07:46 -06:00
Josh Pigford
32d826c047 Increase good_job threads 2025-02-04 12:06:05 -06:00
Josh Pigford
983729cbdf Logtail 2025-02-03 19:49:41 -06:00
scodes73
f57fa526af
Fix: make date format year consistent overall #1712 (#1726)
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* Fix: make date format year consistent overall

* chore: Consolidating all date formatting options

* adding disabled condition back to mint import

* chore: Moving formats from helper to models/family.rd

* Adding date_format_label to the en translation for import/configurations

* nit: making changes to use individual translations
2025-02-03 11:19:56 -05:00
Josh Pigford
4bf72506d5
Initial pass at Plaid EU (#1555)
* Initial pass at Plaid EU

* Add EU support to Plaid Items

* Lint

* Temp fix for rubocop isseus

* Merge cleanup

* Pass in region and get tests passing

* Use absolute path for translation

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-01-31 12:13:58 -06:00
Josh Pigford
41873de11d
Allow users to update their email address (#1745)
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* Change email address

* Email confirmation

* Email change test

* Lint

* Schema reset

* Set test email sender

* Select specific user fixture

* Refactor/cleanup

* Remove unused email_confirmation_token

* Current user would never be true

* Fix translation test failures
2025-01-31 11:29:49 -06:00
Josh Pigford
46e86a9a11 Pass in user role to Intercom 2025-01-31 10:34:20 -06:00
Josh Pigford
0696e1f2f7
Add/remove members and invitations (#1744)
* Add/remove members and invitations

* Lint
2025-01-30 13:13:37 -06:00
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
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
Zach Gollwitzer
7e0ec4bd8f Report good job connection errors to Sentry
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2025-01-24 13:52:40 -05:00
Zach Gollwitzer
3140835f28
Adjust queues to prioritize account syncs (#1682) 2025-01-24 13:39:08 -05:00
Josh Pigford
e4a374772a Increased expiration time on storage to prevent broken images as well as implement a fix for R2/S3 conflicts. 2025-01-23 10:11:09 -06:00
Zach Gollwitzer
8c8e972dc8
Bump to v0.3.0
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-17 17:01:26 -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
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
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
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
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
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