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1197 commits

Author SHA1 Message Date
Zach Gollwitzer
441f436187
Onboarding redirect tests and trial status bar (#2197)
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* Onboarding redirect tests and trial status bar

* use helper method

* Fix time tolerance failure

* Update post-onboarding message to be generic

* Disable turbo frames on Trial start button

* Update flash notice in test
2025-05-02 15:21:46 -04:00
Zach Gollwitzer
bc7e32deab Fix event processor api 2025-05-02 12:05:50 -04:00
Zach Gollwitzer
a7a29b4780 Prevent ai icon shrinking 2025-05-02 11:42:09 -04:00
Zach Gollwitzer
1e1ed5ca45 Light / dark assistant icon 2025-05-02 11:36:32 -04:00
Zach Gollwitzer
793a5d2502 Fix Stripe event retrieval error 2025-05-02 10:09:23 -04:00
Zach Gollwitzer
84eb2c90d4 Fix self host onboarding 2025-05-02 09:34:48 -04:00
Zach Gollwitzer
1210a8f3a3
Update docker.md
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-05-02 08:52:19 -04:00
Zach Gollwitzer
752835f492 Fix transaction form account pre-filling and form styles 2025-05-02 08:45:17 -04:00
Zach Gollwitzer
a1d64d6c2e Fix subdued text in transaction form 2025-05-02 08:23:37 -04:00
Zach Gollwitzer
c24ae1762f Fix account value cutoff on mobile 2025-05-02 08:20:31 -04:00
Zach Gollwitzer
adc5bf58d7 Fix clean import dark mode styles 2025-05-02 08:15:12 -04:00
Zach Gollwitzer
0c79b335f1 Fix self hosted subscription redirect 2025-05-02 07:58:14 -04:00
Zach Gollwitzer
be0d51057d Fix syntax error in account template 2025-05-02 07:54:12 -04:00
Alex Hatzenbuhler
cf72f1a387
Add assign merchant rule for transactions (#2174) 2025-05-02 07:30:31 -04:00
Josh Pigford
0946a1497a Add conditional rendering for account links in transfers view
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- Implemented checks for the existence of accounts before rendering links in the transfers partial.
- Added error messaging for missing accounts to improve user feedback and prevent broken links.
2025-05-01 19:07:50 -05:00
Josh Pigford
aebbb9a3c1 Enhance institution_domain method in Account model
- Improved error handling for invalid institution URLs by rescuing URI::InvalidURIError and logging a warning.
- Refactored the method to use safe navigation and streamline the URL parsing process.
2025-05-01 18:52:09 -05:00
Alex Hatzenbuhler
194dad702d
Fix initials + profile pictures (#2186)
* Improve initials + profile pictures

* Change to url_options
2025-05-01 18:43:21 -04:00
Josh Pigford
17fa5413f6 Enhance onboarding logic to account for recent trial starts
- Added a check to determine if a trial was started within the last few seconds, allowing for the assumption that onboarding was just completed even if the onboarded_at timestamp appears blank momentarily. This improves the user experience during onboarding transitions.
2025-05-01 17:14:59 -05:00
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
ed8011f792 Add cache sweeper for components directory 2025-04-30 20:37:23 -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
1aafed5f8b Update error messages in Transfer model tests for clarity and conciseness
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2025-04-30 14:45:39 -05:00
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
dependabot[bot]
e70295394a
Bump plaid from 36.1.0 to 37.0.0 (#2163)
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Bumps [plaid](https://github.com/plaid/plaid-ruby) from 36.1.0 to 37.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases)
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/plaid/plaid-ruby/compare/v36.1.0...v37.0.0)

---
updated-dependencies:
- dependency-name: plaid
  dependency-version: 37.0.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-28 15:07:05 -04:00
dependabot[bot]
8019a0b33c
Bump faraday from 2.13.0 to 2.13.1 (#2166)
Bumps [faraday](https://github.com/lostisland/faraday) from 2.13.0 to 2.13.1.
- [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/v2.13.0...v2.13.1)

---
updated-dependencies:
- dependency-name: faraday
  dependency-version: 2.13.1
  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>
2025-04-28 15:06:54 -04:00
Let Avocado
fe578c8f08
add OPENAI_ACCESS_TOKEN to compose example (#2168)
* add OPENAI_ACCESS_TOKEN to compose example

Signed-off-by: Let Avocado <letavocado@gmail.com>

* Update compose.example.yml

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

---------

Signed-off-by: Let Avocado <letavocado@gmail.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-04-28 15:06:29 -04:00
dependabot[bot]
9be0553b18
Bump octokit from 9.2.0 to 10.0.0 (#2164)
Bumps [octokit](https://github.com/octokit/octokit.rb) from 9.2.0 to 10.0.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases)
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md)
- [Commits](https://github.com/octokit/octokit.rb/compare/v9.2.0...v10.0.0)

---
updated-dependencies:
- dependency-name: octokit
  dependency-version: 10.0.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-28 14:59:52 -04:00
dependabot[bot]
218040584d
Bump rqrcode from 2.2.0 to 3.0.0 (#2162)
Bumps [rqrcode](https://github.com/whomwah/rqrcode) from 2.2.0 to 3.0.0.
- [Release notes](https://github.com/whomwah/rqrcode/releases)
- [Changelog](https://github.com/whomwah/rqrcode/blob/main/CHANGELOG.md)
- [Commits](https://github.com/whomwah/rqrcode/compare/v2.2.0...v3.0.0)

---
updated-dependencies:
- dependency-name: rqrcode
  dependency-version: 3.0.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-28 14:59:21 -04:00
dependabot[bot]
90d491906e
Bump ruby-lsp-rails from 0.4.0 to 0.4.1 (#2165)
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.4.0 to 0.4.1.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.0...v0.4.1)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-version: 0.4.1
  dependency-type: direct:development
  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>
2025-04-28 14:57:50 -04:00
dependabot[bot]
3370ae260d
Bump sidekiq from 8.0.2 to 8.0.3 (#2167)
Bumps [sidekiq](https://github.com/sidekiq/sidekiq) from 8.0.2 to 8.0.3.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md)
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.2...v8.0.3)

---
updated-dependencies:
- dependency-name: sidekiq
  dependency-version: 8.0.3
  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>
2025-04-28 14:57:42 -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
Josh Pigford
e6b69c1f5c
Update README.md
Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-04-28 09:03:19 -05:00
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
a7dfafc907 Add Skylight gem for performance monitoring
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2025-04-21 08:10:04 -05:00
Josh Pigford
9b33e50b89 Update brakeman.ignore
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2025-04-20 20:31:20 -05:00
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