Zach Gollwitzer
4d0df9b950
Escape quotations in CSV imports properly ( #1929 )
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* Parse quotes in imports
* Update invalid CSV for test
2025-02-28 12:21:07 -05:00
Zach Gollwitzer
7c66f16750
Invert liability graphs to have correct signage ( #1928 )
2025-02-28 12:17:25 -05:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet ( #1926 )
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* Simplify provider concerns
* Update tests
* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
Tony Vincent
624faa10d0
fix: Don't show Billings on settings navbar when self-hosted ( #1912 )
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* 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
Zach Gollwitzer
9138bd2b76
Allow offline trade tickers ( #1925 )
2025-02-28 09:34:14 -05:00
Zach Gollwitzer
882857fcf0
Add transitions to buttons and other common design system elements ( #1924 )
2025-02-28 09:29:07 -05:00
Zach Gollwitzer
d6793dec05
Fix import configuration form so number format is applied ( #1923 )
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* Fix number format form error when loading import
* Add test to verify import configuration was properly applied
2025-02-28 08:36:57 -05:00
Zach Gollwitzer
e771c8c1df
Fix value wrapping on account balance in sidebar ( #1922 )
2025-02-28 08:35:14 -05:00
Zach Gollwitzer
58cc09f5ae
Fix bad link in bug template
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-28 08:25:20 -05:00
Zach Gollwitzer
98c842d3b8
Add note about self hosted versions prior to opening bugs
2025-02-28 08:23:46 -05:00
Tony Vincent
fae781e1be
Make tags scrollable again ( #1921 )
2025-02-28 07:53:05 -05:00
Tony Vincent
8208722247
Feat: Data "reset" button ( #1913 )
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* 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
Harshit Chaudhary
f7064fd4dd
fixed example account balance ( #1910 )
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2025-02-26 15:13:51 -05:00
Zach Gollwitzer
c610b0ba4b
Dashboard design fixes ( #1898 )
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* Dashboard design fixes
* Update dashboard greeting
* Remove sidebar toggle from settings breadcrumbs
* Autofocus and outlines for category dropdowns
* Lint fixes
2025-02-25 17:28:40 -05:00
Josh Pigford
a4874815a6
Add breadcrumbs support across application ( #1897 )
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* Add breadcrumbs support across application
Fixes #1896
* Potential fix for tests
* Simplify breadcrumbs implementation
Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name
* Refactor page header and breadcrumbs rendering
Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs
* Add fallback breadcrumbs rendering to settings layout
2025-02-25 10:14:07 -06:00
Josh Pigford
763e222cdd
Add Sentry user context to authentication concern
2025-02-25 08:48:26 -06:00
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
Zach Gollwitzer
f5ff5332d5
Fix parent category sums in budget ( #1894 )
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2025-02-24 12:51:13 -05:00
Zach Gollwitzer
0dea36ec7d
Fix bulk edit drawer height
2025-02-24 12:48:03 -05:00
Syed Bariman Jan
95989a6c9b
Add new category flow ( #1857 )
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* 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
dependabot[bot]
ac9703031f
Bump plaid from 36.0.0 to 36.1.0 ( #1891 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 36.0.0 to 36.1.0.
- [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/v36.0.0...v36.1.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-type: direct:production
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-24 10:01:41 -05:00
dependabot[bot]
457e7062bf
Bump selenium-webdriver from 4.28.0 to 4.29.1 ( #1892 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.28.0 to 4.29.1.
- [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 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-24 10:01:05 -05:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports ( #1822 )
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* Add exchange and currency fields to trade imports
* Add exchange_operating_mic support for trade imports - Added required columns and updated models
* refactor: remove exchange and currency columns
* fix: consolidate import schema and remove redundant columns
* feat: Enhance trade import with exchange_operating_mic support
* Revert changes to existing migration
* Simplify migration to use change method
* Restore previously deleted migration
* Remove unused import_col_labels method
* Update schema.rb after running migrations
* Update trade_import.rb and fix schema.rb with db:migrate:reset
* fix: improve trade import security creation
---------
Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00
Zach Gollwitzer
fd95f8d2bd
Drop linux/arm/v7 support
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linux/arm/v7 is not compatible with the latest Tailwind package + takes a significant amount of time when using buildx. Most Raspberry Pi OS now run on 64 bit ARM architecture, so we should still have significant coverage with linux/amd + linux/arm builds.
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 17:12:06 -05:00
Zach Gollwitzer
da668f3dc0
Bump to v0.4.1
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 14:19:50 -05:00
Zach Gollwitzer
cc11fec08a
Add git to Dockerfile for self hosted versioning info
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 13:40:16 -05:00
Josh Pigford
ce12e5b5c7
Remove inter-font from early access layout
2025-02-21 11:45:57 -06:00
Zach Gollwitzer
f96bb84c4c
Bump to v0.4.0
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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 )
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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
Zach Gollwitzer
8539ac7dec
Fix import configuration failures ( #1876 )
2025-02-21 08:58:06 -05:00
Tony Vincent
c620d1fc1e
fix: Ghost subcategories when parent category is deleted ( #1874 )
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2025-02-20 09:03:30 -05:00
dependabot[bot]
79e1a2c0ff
Bump logtail-rails from 0.2.9 to 0.2.10 ( #1866 )
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Bumps [logtail-rails](https://github.com/logtail/logtail-ruby-rails ) from 0.2.9 to 0.2.10.
- [Release notes](https://github.com/logtail/logtail-ruby-rails/releases )
- [Changelog](https://github.com/logtail/logtail-ruby-rails/blob/main/README.md )
- [Commits](https://github.com/logtail/logtail-ruby-rails/compare/v0.2.9...v0.2.10 )
---
updated-dependencies:
- dependency-name: logtail-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>
2025-02-17 14:43:19 -05:00
dependabot[bot]
e9b29f6726
Bump image_processing from 1.13.0 to 1.14.0 ( #1865 )
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Bumps [image_processing](https://github.com/janko/image_processing ) from 1.13.0 to 1.14.0.
- [Changelog](https://github.com/janko/image_processing/blob/master/CHANGELOG.md )
- [Commits](https://github.com/janko/image_processing/compare/v1.13.0...v1.14.0 )
---
updated-dependencies:
- dependency-name: image_processing
dependency-type: direct:production
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-17 11:43:04 -05:00
dependabot[bot]
1b1e06070b
Bump plaid from 35.1.0 to 36.0.0 ( #1867 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 35.1.0 to 36.0.0.
- [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/v35.1.0...v36.0.0 )
---
updated-dependencies:
- dependency-name: plaid
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>
2025-02-17 11:42:42 -05:00
Tony Vincent
f35b70e936
fix: Transfers should always total to zero ( #1859 )
2025-02-17 11:42:30 -05:00
Zach Gollwitzer
8e339dcbe0
Dockerfile fixes
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-13 17:24:24 -05:00
Zach Gollwitzer
366862fee1
Fix bootsnap hanging in CI
2025-02-13 15:32:51 -05:00
Zach Gollwitzer
73f826fdf2
Split Dockerfile build commands for more clarity in CI
2025-02-13 15:04:15 -05:00
Zach Gollwitzer
999f1c5190
Fix font resolution paths
2025-02-13 14:58:11 -05:00
Zach Gollwitzer
849c58dd3e
Maybe Design System Updates ( #1856 )
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* Add geist font
* Design system css file
* Add cursor ui/ux rules
* Add shadows and shadow borders
* Replace primitives with tokens for common text and backgrounds
* Organize css
* Update switch and checkbox class names
* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
c0e290a07e
Add max time to Docker publish
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-12 15:07:24 -05:00
Josh Pigford
f1f2e103ce
Enhance Plaid connection management with re-authentication and error handling ( #1854 )
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* 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
08a2d35308
Fix off-center modals
2025-02-12 11:57:31 -05:00
Zach Gollwitzer
a82c0303ce
Upgrade to Tailwind v4 ( #1853 )
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* 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
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2025-02-12 09:15:00 -06:00
Marvin M
d31d5c5467
fix: liabilities favorable direction is "down" ( #1849 )
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2025-02-11 15:18:22 -05:00
Josh Pigford
ab7f6a56f0
Enhance securities de-duplication task
2025-02-11 11:11:14 -06:00
Josh Pigford
68d7cb5de6
Enhance security information retrieval and handling ( #1826 )
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* Enhance security information retrieval and handling
- Add support for operating MIC codes in security info fetching
- Update security uniqueness validation to handle unknown securities
- Improve security creation and update logic in Plaid investment sync
- Update combobox and view components to handle operating MIC codes
- Add unknown flag for securities with incomplete information
* Update schema.rb
* Refactor the need for mic codes
* Don't fetch prices unless a security has the necessary mic code
* Deduplication
* Lint
* Update Securities and Plaid Investment Sync
- Modify PlaidInvestmentSync to return plaid_security for USD cash
- Add non-null constraint to Securities ticker column
- Update Securities fixture to use exchange_operating_mic instead of exchange_mic
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-02-11 10:40:30 -06:00
Paul Imoke
fb6c6fa6bb
fix: subcategories are not properly handled for budget allocations ( #1844 )
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* fix: `allocated_spending` logic
* fix: subcategories exceeding parent limit
* refactor: budget allocations and max allocation logic
* feat: add stream for budget category form validation
* feat: update uncategorized value via stream, refactor confirm button with stream
* fix: ensure live updates for parent & sibling budgets in Turbo Stream
* fix: lint issues
2025-02-11 09:28:06 -05:00
