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643 commits

Author SHA1 Message Date
Josh Pigford
38b6e30bea Add conditional rendering for sync all button in transactions index view
- The "Dev only: Sync all" button is now only displayed in the development environment to prevent accidental usage in production.
2025-05-01 17:01:40 -05:00
Zach Gollwitzer
a51c4d2cba
New onboarding, trials, Stripe integration (#2185)
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* New onboarding, trials, Stripe integration

* Fix tests

* Lint fixes

* Fix subscription endpoints
2025-05-01 16:47:14 -04:00
Josh Pigford
79b4a3769b Update mobile layout padding and navigation styles for better responsiveness
- Adjusted padding for mobile sidebar to account for safe area insets.
- Modified main content and bottom navigation styles to enhance layout consistency on mobile devices.
2025-05-01 10:22:39 -05:00
Josh Pigford
9a291edbc8 Fix loading notification rendering and update loading component background class
Fixes #2141
2025-05-01 09:38:51 -05:00
Zach Gollwitzer
d266b6a35e Fix mobile settings nav styles
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2025-04-30 22:29:06 -04:00
Zach Gollwitzer
d8cf35eca7
Mobile layout fixes (#2179)
* Consolidate safe area padding

* Fix chat overflow on mobile
2025-04-30 22:24:13 -04:00
Zach Gollwitzer
23adfb2ef0 Mobile console debugging 2025-04-30 21:01:02 -04:00
Zach Gollwitzer
90a9546f32
Pre-launch design sync with Figma spec (#2154)
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
Josh Pigford
47017a6432 Enhance account links in transfers view to handle missing accounts gracefully. Added conditional checks to display a warning message when account data is unavailable. 2025-04-30 14:29:33 -05:00
Josh Pigford
ae41b3de46 Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation 2025-04-30 14:20:09 -05:00
Zach Gollwitzer
d8e34cf791 Add tags to sync failures
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2025-04-28 15:54:12 -04:00
Alex Hatzenbuhler
341a800b65
Improve dashboard/account charts and tooltips (#2157)
* Improve net worth hover

* Improve graph tooltip

* Use locales files for some text on net worth and account charts

* Consolidate and simplify trend change between net worth and account charts

* Fix test and self-review stuff

* Clean up some stuff on the holding sidebar
2025-04-28 14:57:32 -04:00
Diego Gasparis Escobedo
71bc51ca15
Fix: Filter categories by transaction type in forms (#2082)
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Changed transaction form to only display relevant categories based on transaction type (income or expense), improving usability and preventing misclassification. Created a shared transaction type tabs component for consistent navigation between expense, income, and transfer forms, providing a better user experience and reducing code duplication.

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-25 10:18:10 -04:00
Alex Hatzenbuhler
ce83418f0b
Improve theme selection (#2152)
* Improve theme selectin

* Use HTML form labels and the existing auto-submit controller
2025-04-25 10:15:48 -04:00
Guilherme Mena
210b89cd17
Improve dark mode styles across multiple pages (#2125)
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* fix: improve dark mode readability across the app

* fix: improve dark mode support for asset percentage text

* fix: apply suggested patch for theme-related improvements

* chore: apply PR feedback – remove dark:, align with design tokens, update form builder

* chore: revert background token and restore original style for visual consistency

* chore: remove unnecessary class attributes from form fields using builder

* refactor: move number_field and date_field into metaprogramming block

* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary

* fix: apply requested changes and linting fixes
2025-04-23 09:42:30 -04:00
Alex Hatzenbuhler
47aeaf8cea
Add nice formatting for subtypes on account list (#2138)
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* Add nice formatting for subtypes on account list

* Fix rubocop linting errors

* Implement better mapping

* Fix rubocop linting

* Add short and long versions of subtypes

* Simplify subtype reference

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>

* Simplify reference logic, add a small test

* Fix test

* Fix tests

---------

Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-04-22 14:10:50 -04:00
Durgaswamy
db34f6d7a2
Fixes #2100: this will fix the problem of text not visible in the modal when dark theme is set (#2112)
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* Fixes #2100: added 'text-primary' in class , this will fix the problem of text not visible in dark theme inside the modals

* added text-primary in class for form fields

---------

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-22 09:06:52 -04:00
Zach Gollwitzer
b6cf6198f4 Fix html closing tag 2025-04-22 09:05:38 -04:00
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
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
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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* 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
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
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
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
Akshay Birajdar
7096eefa2b
Fix transfers#update to save notes (#2053)
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2025-04-04 12:15:47 -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
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
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
Josh Pigford
2a505b000c Fix for unnecessary CSS file 2025-03-28 15:35:26 -05:00