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Author SHA1 Message Date
Josh Pigford
1b1add38f2 Enhance member removal process by destroying associated invitations and updating flash messages in ProfilesController. Add test to verify invitation deletion upon member removal. 
Fixes #2066
 2025-04-20 20:15:49 -05:00
Joseph Ho
08091d24f9
UI: improve alignments with submit button & budget donut (#2131) 2025-04-20 20:06:54 -05:00
Zach Gollwitzer
21623eeb2d Fix display for compound conditions
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2025-04-18 16:56:20 -04:00
Zach Gollwitzer
bcfbc4b324 Add more descriptive labels to rule rows 2025-04-18 16:37:10 -04:00
neo773
04ee1e73be
Fix dark mode support and improve notification/MFA UI (#2126) 
* Fix dark mode support and improve notification/MFA UI"

* hide auth tabs on mfa/verify
 2025-04-18 13:56:44 -05:00
Zach Gollwitzer
79243822bd Fix migration to handle duplicate merchants per family 2025-04-18 12:09:46 -04:00
Zach Gollwitzer
297a695d0f
Transaction rules engine V1 (#1900) 
* Domain model sketch

* Scaffold out rules domain

* Migrations

* Remove existing data enrichment for clean slate

* Sketch out business logic and basic tests

* Simplify rule scope building and action executions

* Get generator working again

* Basic implementation + tests

* Remove manual merchant management (rules will replace)

* Revert "Remove manual merchant management (rules will replace)"

This reverts commit 83dcbd9ff0.

* Family and Provider merchants model

* Fix brakeman warnings

* Fix notification loader

* Update notification position

* Add Rule action and condition registries

* Rule form with compound conditions and tests

* Split out notification types, add CTA type

* Rules form builder and Stimulus controller

* Clean up rule registry domain

* Clean up rules stimulus controller

* CTA message for rule when user changes transaction category

* Fix tests

* Lint updates

* Centralize notifications in Notifiable concern

* Implement category rule prompts with auto backoff and option to disable

* Fix layout bug caused by merge conflict

* Initialize rule with correct action for category CTA

* Add rule deletions, get rules working

* Complete dynamic rule form, split Stimulus controllers by resource

* Fix failing tests

* Change test password to avoid chromium conflicts

* Update integration tests

* Centralize all test password references

* Add re-apply rule action

* Rule confirm modal

* Run migrations

* Trigger rule notification after inline category updates

* Clean up rule styles

* Basic attribute locking for rules

* Apply attribute locks on user edits

* Log data enrichments, only apply rules to unlocked attributes

* Fix merge errors

* Additional merge conflict fixes

* Form UI improvements, ignore attribute locks on manual rule application

* Batch AI auto-categorization of transactions

* Auto merchant detection, ai enrichment in batches

* Fix Plaid merchant assignments

* Plaid category matching

* Cleanup 1

* Test cleanup

* Remove stale route

* Fix desktop chat UI issues

* Fix mobile nav styling issues
 2025-04-18 11:39:58 -04:00
Josh Pigford
8edd7ecef0 Update general rules and UI/UX guidelines to clarify hardcoding strings in English for development speed and correct TailwindCSS usage examples. 2025-04-18 10:09:10 -05:00
Zach Gollwitzer
c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports (#1947) 
* Rough draft

* Schema conflict update

* Implement signage

* Update system tests

* Lint fixes
 2025-04-18 10:48:10 -04:00
Josh Pigford
8cf077f28d Update PWA logo references in manifest and head partials 2025-04-18 09:47:04 -05:00
Josh Pigford
8985592967 Fix for user menu dark mode text
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2025-04-18 09:21:57 -05:00
tonychen0110
d22a16d8de
Fix: Changing apply button text to respect theme so it is visible (#2117) 
Co-authored-by: Josh Pigford <josh@joshpigford.com>
 2025-04-18 08:48:39 -05:00
Zach Gollwitzer
77a2d6a048 Proper error handling in Sync class 2025-04-18 09:46:49 -04:00
neo773
65e1bc6edd
Feature: Implement Mobile Responsiveness (#2092) 
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* format

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* fix conflict

* fix conflict

* chore: run rubocop

* fix test

* update PWA logo

* fix tests

* chore: lint

* fix test

* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
 2025-04-18 08:23:10 -05:00
Luan Estradioto
6a21f26d2d
Fix: No comma when locality is empty (small fix) (#2111)
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* Fix: No comma when locality is empty

* better cleanup on address string

* fix test to one-liner

* add more testing
 2025-04-16 20:26:45 -05:00
Zach Gollwitzer
298e150f43 Fix stale model reference
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2025-04-14 12:51:38 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup (#2110) 
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
 2025-04-14 11:40:34 -04:00
Joseph Ho
f181ba941f
loan: Set the first valuation as the original principal. (#2088) 
Fix: #1645.
 2025-04-14 09:09:25 -04:00
dependabot[bot]
5cb2183bdf
Bump stripe from 14.0.0 to 15.0.0 (#2105) 
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 14.0.0 to 15.0.0.
- [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/v14.0.0...v15.0.0)

---
updated-dependencies:
- dependency-name: stripe
  dependency-version: 15.0.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-14 09:05:41 -04:00
dependabot[bot]
6f70a54d6f
Bump faraday from 2.12.2 to 2.13.0 (#2106) 
Bumps [faraday](https://github.com/lostisland/faraday) from 2.12.2 to 2.13.0.
- [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/v2.12.2...v2.13.0)

---
updated-dependencies:
- dependency-name: faraday
  dependency-version: 2.13.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-14 09:05:33 -04:00
Tony Vincent
f235697178
Fix: Fix unalble to reject automatched transfers (#2102) 
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-14 09:05:25 -04:00
dependabot[bot]
e517127062
Bump csv from 3.3.3 to 3.3.4 (#2107) 
Bumps [csv](https://github.com/ruby/csv) from 3.3.3 to 3.3.4.
- [Release notes](https://github.com/ruby/csv/releases)
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md)
- [Commits](https://github.com/ruby/csv/compare/v3.3.3...v3.3.4)

---
updated-dependencies:
- dependency-name: csv
  dependency-version: 3.3.4
  dependency-type: direct:production
  update-type: version-update:semver-patch
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-14 08:52:30 -04:00
busybox
b06fd1edf0
Small count fix in hosting section (#2094) 
Signed-off-by: busybox <29630035+busybox11@users.noreply.github.com>
 2025-04-14 08:47:54 -04:00
Zach Gollwitzer
1e01840fee
Chromium E2E test fixes (#2108)
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* Change test password to avoid chromium conflicts

* Update integration tests

* Centralize all test password references

* Remove unrelated schema changes
 2025-04-14 08:41:49 -04:00
Tony Vincent
48c8499b70
Add tags selection and notes input to new transaction form (#2008)
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* feat: Add tags selection and notes input to new transaction form

* feat: Add tag selection to transactions bulk update form
 2025-04-11 12:14:21 -04:00
Zach Gollwitzer
8648f11413
Sync hierarchy updates (#2087) 
* Add parent sync orchestration

* Pass sync object to dependents
 2025-04-11 12:13:46 -04:00
Zach Gollwitzer
9fa3698823
Bump to v0.5.0 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-11 11:57:02 -04:00
Josh Pigford
88a6373e84
Implement dark mode (#2078) 
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
 2025-04-11 09:28:00 -05:00
Zach Gollwitzer
52d170e36c
Mobile responsive template preparation (#2071)
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* Mobile responsive template

* Fix sidebar mobile conflict

* Lint fix
 2025-04-09 12:42:46 -04:00
Akshay Birajdar
2bc3887262
Fix currency symbol for Uncategorized budget to match budget currency (#2058)
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Previously, the symbol for the 'Uncategorized' segment defaulted to `$`, which is incorrect for non-USD budgets. This change ensures the correct currency symbol is shown based on the budget's currency.

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-08 12:02:05 -04:00
dependabot[bot]
0da057b792
Bump sidekiq from 8.0.1 to 8.0.2 (#2059) 
Bumps [sidekiq](https://github.com/sidekiq/sidekiq) from 8.0.1 to 8.0.2.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md)
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.1...v8.0.2)

---
updated-dependencies:
- dependency-name: sidekiq
  dependency-version: 8.0.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-08 11:48:14 -04:00
dependabot[bot]
0e1c902b63
Bump selenium-webdriver from 4.30.1 to 4.31.0 (#2060) 
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.30.1 to 4.31.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.31.0)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  dependency-version: 4.31.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
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 2025-04-08 11:47:53 -04:00
dependabot[bot]
bb0f0239fb
Bump faraday-retry from 2.3.0 to 2.3.1 (#2061) 
Bumps [faraday-retry](https://github.com/lostisland/faraday-retry) from 2.3.0 to 2.3.1.
- [Release notes](https://github.com/lostisland/faraday-retry/releases)
- [Changelog](https://github.com/lostisland/faraday-retry/blob/main/CHANGELOG.md)
- [Commits](https://github.com/lostisland/faraday-retry/compare/v2.3.0...v2.3.1)

---
updated-dependencies:
- dependency-name: faraday-retry
  dependency-version: 2.3.1
  dependency-type: direct:production
  update-type: version-update:semver-patch
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 2025-04-08 11:47:46 -04:00
dependabot[bot]
e6c1c5f368
Bump vernier from 1.6.0 to 1.7.0 (#2062) 
Bumps [vernier](https://github.com/jhawthorn/vernier) from 1.6.0 to 1.7.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases)
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.6.0...v1.7.0)

---
updated-dependencies:
- dependency-name: vernier
  dependency-version: 1.7.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-08 11:47:36 -04:00
dependabot[bot]
02bbeeaec5
Bump stripe from 13.5.0 to 14.0.0 (#2063) 
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.5.0 to 14.0.0.
- [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/v13.5.0...v14.0.0)

---
updated-dependencies:
- dependency-name: stripe
  dependency-version: 14.0.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-04-08 11:25:49 -04:00
dependabot[bot]
1649e991b4
Bump brakeman from 7.0.1 to 7.0.2 (#2064) 
Bumps [brakeman](https://github.com/presidentbeef/brakeman) from 7.0.1 to 7.0.2.
- [Release notes](https://github.com/presidentbeef/brakeman/releases)
- [Changelog](https://github.com/presidentbeef/brakeman/blob/main/CHANGES.md)
- [Commits](https://github.com/presidentbeef/brakeman/compare/v7.0.1...v7.0.2)

---
updated-dependencies:
- dependency-name: brakeman
  dependency-version: 7.0.2
  dependency-type: direct:development
  update-type: version-update:semver-patch
...

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 2025-04-08 11:00:11 -04:00
Akshay Birajdar
7096eefa2b
Fix transfers#update to save notes (#2053)
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2025-04-04 12:15:47 -04:00
Zach Gollwitzer
4c72231312 Update brakeman 2025-04-04 12:15:10 -04:00
Joseph Ho
d86ccd36b6
provider: Ensure data provider exist before fetching for price. (#2045) 2025-04-04 12:14:28 -04:00
Zach Gollwitzer
02bfa9f251
Fix AI sidebar overflow when user hasn't enabled or created a chat yet (#2044)
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2025-04-01 14:36:34 -04:00
Josh Pigford
f2020a816a Apparently capitalization matters
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2025-04-01 08:21:46 -05:00
dependabot[bot]
5f2a031d4c
Bump ruby-openai from 8.0.0 to 8.1.0 (#2036) 
Bumps [ruby-openai](https://github.com/alexrudall/ruby-openai) from 8.0.0 to 8.1.0.
- [Release notes](https://github.com/alexrudall/ruby-openai/releases)
- [Changelog](https://github.com/alexrudall/ruby-openai/blob/main/CHANGELOG.md)
- [Commits](https://github.com/alexrudall/ruby-openai/compare/v8.0.0...v8.1.0)

---
updated-dependencies:
- dependency-name: ruby-openai
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

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 2025-04-01 09:11:56 -04:00
Zach Gollwitzer
939244bd3e
Use faraday retry, move retry logic to concrete provider level (#2042) 2025-04-01 08:41:49 -04:00
Joseph Ho
0a17b84566
perf(imports): Bulk import CSV trades (#2040) 2025-04-01 07:58:49 -04:00
Zach Gollwitzer
5cf758bd03
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 
* Start refactor

* Interface updates

* Rework Assistant, Provider, and tests for better domain boundaries

* Consolidate and simplify OpenAI provider and provider concepts

* Clean up assistant streaming

* Improve assistant message orchestration logic

* Clean up "thinking" UI interactions

* Remove stale class

* Regenerate VCR test responses
 2025-04-01 07:21:54 -04:00
Josh Pigford
6331788b33 Update Intercom configuration to use symbol keys for custom data attributes
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2025-03-31 09:39:17 -05:00
Josh Pigford
83bee295ca Add custom data to Intercom configuration 2025-03-31 09:02:25 -05:00
Zach Gollwitzer
dc17a0a298 Make provider errors more specific
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2025-03-28 17:53:04 -04:00
Zach Gollwitzer
29f445d75e Fix security search 2025-03-28 17:34:29 -04:00
Zach Gollwitzer
9fadfe074b Disable turbo on onboarding form 2025-03-28 17:24:17 -04:00