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Author SHA1 Message Date
Zach Gollwitzer
1aae00f586
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
2025-06-20 13:31:58 -04:00
Zach Gollwitzer
a5f1677f60
perf(income statement): cache income statement queries (#2371)
* Leftover cleanup from prior PR

* Benchmark convenience task

* Change default warm benchmark time

* Cache income statement queries

* Fix private method access
2025-06-15 10:09:46 -04:00
Zach Gollwitzer
f363fd4a4e
Fix incorrect totals calculation when family has loan payments (#1984)
* Fix income totals calculation error when loan payments exist

* Include transaction totals in totals query
2025-03-11 12:37:57 -04:00
Zach Gollwitzer
f5ff5332d5
Fix parent category sums in budget (#1894)
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2025-02-24 12:51:13 -05:00
Zach Gollwitzer
d75be2282b
New Design System + Codebase Refresh (#1823)
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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