Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic ( #1625 )
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* 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
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-16 16:02:06 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 ( #1609 )
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* 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
dependabot[bot]
413ec6cbed
Bump erb_lint from 0.7.0 to 0.8.0 ( #1616 )
...
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Bumps [erb_lint](https://github.com/Shopify/erb-lint ) from 0.7.0 to 0.8.0.
- [Release notes](https://github.com/Shopify/erb-lint/releases )
- [Commits](https://github.com/Shopify/erb-lint/compare/v0.7.0...v0.8.0 )
---
updated-dependencies:
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dependency-type: direct:development
update-type: version-update:semver-minor
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2025-01-13 12:20:13 -05:00
dependabot[bot]
e4e5ae9f25
Bump ruby-lsp-rails from 0.3.27 to 0.3.29 ( #1617 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.27 to 0.3.29.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.27...v0.3.29 )
---
updated-dependencies:
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2025-01-13 12:20:03 -05:00
dependabot[bot]
5449fc49ef
Bump tailwindcss-rails from 3.1.0 to 3.2.0 ( #1618 )
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Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 3.1.0 to 3.2.0.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v3.1.0...v3.2.0 )
---
updated-dependencies:
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2025-01-13 12:19:52 -05:00
dependabot[bot]
b50b7b30e8
Bump good_job from 4.6.0 to 4.7.0 ( #1596 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.6.0 to 4.7.0.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v4.6.0...v4.7.0 )
---
updated-dependencies:
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update-type: version-update:semver-minor
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2025-01-07 11:55:46 -05:00
dependabot[bot]
871a68b5bc
Bump tailwindcss-rails from 3.0.0 to 3.1.0 ( #1597 )
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Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails ) from 3.0.0 to 3.1.0.
- [Release notes](https://github.com/rails/tailwindcss-rails/releases )
- [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md )
- [Commits](https://github.com/rails/tailwindcss-rails/compare/v3.0.0...v3.1.0 )
---
updated-dependencies:
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dependency-type: direct:production
update-type: version-update:semver-minor
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2025-01-07 11:55:24 -05:00
dependabot[bot]
1f4c2165eb
Bump aws-sdk-s3 from 1.176.1 to 1.177.0 ( #1598 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.176.1 to 1.177.0.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-01-07 11:55:13 -05:00
dependabot[bot]
71598d26cb
Bump jwt from 2.9.3 to 2.10.1 ( #1600 )
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Bumps [jwt](https://github.com/jwt/ruby-jwt ) from 2.9.3 to 2.10.1.
- [Release notes](https://github.com/jwt/ruby-jwt/releases )
- [Changelog](https://github.com/jwt/ruby-jwt/blob/main/CHANGELOG.md )
- [Commits](https://github.com/jwt/ruby-jwt/compare/v2.9.3...v2.10.1 )
---
updated-dependencies:
- dependency-name: jwt
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-01-07 11:55:02 -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 )
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* 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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2025-01-03 15:36:11 -06:00
dependabot[bot]
5d1a2937bb
Bump sentry-rails from 5.22.0 to 5.22.1 ( #1568 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.0 to 5.22.1.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases )
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.22.0...5.22.1 )
---
updated-dependencies:
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update-type: version-update:semver-patch
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2024-12-30 10:16:45 -05:00
dependabot[bot]
b82b82ddf7
Bump intercom-rails from 1.0.1 to 1.0.5 ( #1573 )
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Bumps [intercom-rails](https://github.com/intercom/intercom-rails ) from 1.0.1 to 1.0.5.
- [Release notes](https://github.com/intercom/intercom-rails/releases )
- [Commits](https://github.com/intercom/intercom-rails/commits )
---
updated-dependencies:
- dependency-name: intercom-rails
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update-type: version-update:semver-patch
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2024-12-30 10:16:37 -05:00
dependabot[bot]
97852bc3b4
Bump importmap-rails from 2.0.3 to 2.1.0 ( #1567 )
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Bumps [importmap-rails](https://github.com/rails/importmap-rails ) from 2.0.3 to 2.1.0.
- [Release notes](https://github.com/rails/importmap-rails/releases )
- [Commits](https://github.com/rails/importmap-rails/compare/v2.0.3...v2.1.0 )
---
updated-dependencies:
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dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-30 10:06:51 -05:00
dependabot[bot]
84d2aac1a5
Bump faraday-multipart from 1.0.4 to 1.1.0 ( #1566 )
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Bumps [faraday-multipart](https://github.com/lostisland/faraday-multipart ) from 1.0.4 to 1.1.0.
- [Release notes](https://github.com/lostisland/faraday-multipart/releases )
- [Changelog](https://github.com/lostisland/faraday-multipart/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday-multipart/compare/v1.0.4...v1.1.0 )
---
updated-dependencies:
- dependency-name: faraday-multipart
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-30 10:06:43 -05:00
dependabot[bot]
49d3a9c7e7
Bump sentry-ruby from 5.22.0 to 5.22.1 ( #1570 )
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Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.22.0 to 5.22.1.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases )
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.22.0...5.22.1 )
---
updated-dependencies:
- dependency-name: sentry-ruby
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-30 10:06:34 -05:00
dependabot[bot]
b7019744a1
Bump stripe from 13.2.0 to 13.3.0 ( #1572 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.2.0 to 13.3.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases )
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.2.0...v13.3.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-30 10:06:27 -05:00
dependabot[bot]
a9e791f94c
Bump csv from 3.3.1 to 3.3.2 ( #1571 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.1 to 3.3.2.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/master/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.1...v3.3.2 )
---
updated-dependencies:
- dependency-name: csv
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-30 10:06:12 -05:00
dependabot[bot]
cce373c31b
Bump debug from 1.9.2 to 1.10.0 ( #1569 )
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Bumps [debug](https://github.com/ruby/debug ) from 1.9.2 to 1.10.0.
- [Release notes](https://github.com/ruby/debug/releases )
- [Commits](https://github.com/ruby/debug/compare/v1.9.2...v1.10.0 )
---
updated-dependencies:
- dependency-name: debug
dependency-type: direct:development
update-type: version-update:semver-minor
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2024-12-30 10:06:04 -05:00
dependabot[bot]
0220861a3b
Bump dotenv-rails from 3.1.6 to 3.1.7 ( #1574 )
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Bumps [dotenv-rails](https://github.com/bkeepers/dotenv ) from 3.1.6 to 3.1.7.
- [Release notes](https://github.com/bkeepers/dotenv/releases )
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md )
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.1.6...v3.1.7 )
---
updated-dependencies:
- dependency-name: dotenv-rails
dependency-type: direct:development
update-type: version-update:semver-patch
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2024-12-30 10:05:53 -05:00
dependabot[bot]
fb6b6ce63d
Bump hotwire-livereload from 1.4.1 to 2.0.0 ( #1582 )
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Bumps [hotwire-livereload](https://github.com/kirillplatonov/hotwire-livereload ) from 1.4.1 to 2.0.0.
- [Release notes](https://github.com/kirillplatonov/hotwire-livereload/releases )
- [Commits](https://github.com/kirillplatonov/hotwire-livereload/compare/v1.4.1...v2.0.0 )
---
updated-dependencies:
- dependency-name: hotwire-livereload
dependency-type: direct:development
update-type: version-update:semver-major
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2024-12-30 10:05:45 -05:00
Kabiru Mwenja
dba10c2bc8
Fix unknown attribute 'parent_category' for Category in demo generator ( #1575 )
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```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 )
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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 )
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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 )
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* 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
dependabot[bot]
ba878c3d8b
Bump rails-settings-cached from 2.9.5 to 2.9.6 ( #1547 )
...
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Bumps [rails-settings-cached](https://github.com/huacnlee/rails-settings-cached ) from 2.9.5 to 2.9.6.
- [Release notes](https://github.com/huacnlee/rails-settings-cached/releases )
- [Changelog](https://github.com/huacnlee/rails-settings-cached/blob/main/CHANGELOG.md )
- [Commits](https://github.com/huacnlee/rails-settings-cached/compare/v2.9.5...v2.9.6 )
---
updated-dependencies:
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2024-12-16 14:00:08 -05:00
dependabot[bot]
6034dfe5f5
Bump good_job from 4.5.1 to 4.6.0 ( #1541 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.5.1 to 4.6.0.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v4.5.1...v4.6.0 )
---
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2024-12-16 13:42:36 -05:00
dependabot[bot]
ae30176816
Bump aws-sdk-s3 from 1.176.0 to 1.176.1 ( #1545 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.176.0 to 1.176.1.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
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update-type: version-update:semver-patch
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2024-12-16 13:42:27 -05:00
dependabot[bot]
7508ae55ac
Bump dotenv-rails from 3.1.4 to 3.1.6 ( #1540 )
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Bumps [dotenv-rails](https://github.com/bkeepers/dotenv ) from 3.1.4 to 3.1.6.
- [Release notes](https://github.com/bkeepers/dotenv/releases )
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md )
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.1.4...v3.1.6 )
---
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- dependency-name: dotenv-rails
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update-type: version-update:semver-patch
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2024-12-16 13:42:11 -05:00
Zach Gollwitzer
bb9fa56add
Fix date format validation error ( #1551 )
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* Fix date format validation error
* Order trades, fix flaky test
2024-12-16 13:21:30 -05:00
dependabot[bot]
54e46c1b4e
Bump faraday from 2.12.1 to 2.12.2 ( #1542 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.1 to 2.12.2.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.12.1...v2.12.2 )
---
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update-type: version-update:semver-patch
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2024-12-16 13:01:05 -05:00
dependabot[bot]
0d09f2e3e9
Bump csv from 3.3.0 to 3.3.1 ( #1543 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.0 to 3.3.1.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/master/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.0...v3.3.1 )
---
updated-dependencies:
- dependency-name: csv
dependency-type: direct:production
update-type: version-update:semver-patch
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-12-16 13:00:25 -05:00
dependabot[bot]
f7ce2cdf89
Bump mocha from 2.7.0 to 2.7.1 ( #1544 )
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Bumps [mocha](https://github.com/freerange/mocha ) from 2.7.0 to 2.7.1.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.7.0...v2.7.1 )
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updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-patch
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-12-16 13:00:08 -05:00
dependabot[bot]
f7e86d4c90
Bump rails from 7.2.2 to 7.2.2.1 ( #1546 )
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Bumps [rails](https://github.com/rails/rails ) from 7.2.2 to 7.2.2.1.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.2...v7.2.2.1 )
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updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-12-16 12:52:29 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries ( #1550 )
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* 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
bac2e64c19
Bump to v0.2.0
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-12-13 12:16:21 -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
