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
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
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 )
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-02-12 09:15:00 -06:00
Daniel Esteves
077694bbde
feat(import): add currency and number format support for CSV imports ( #1819 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* 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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
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 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* 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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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 )
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
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