1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-19 05:09:38 +02:00
Commit graph

8 commits

Author SHA1 Message Date
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing (#2427)
Some checks failed
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
2025-07-03 09:33:07 -04:00
Zach Gollwitzer
10ce2c8e23
Balance sheet cache layer, non-blocking sync UI (#2356)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Balance sheet cache layer with cache-busting

* Update family cache timestamps during Sync

* Less blocking sync loaders

* Consolidate family data caching key logic

* Fix turbo stream broadcasts

* Remove dev delay

* Add back account group sorting
2025-06-10 18:20:06 -04:00
Josh Pigford
e7f1506728 Refactor sparkline error handling and improve series pre-loading
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
- Added pre-loading of series in AccountableSparklinesController and AccountsController to catch errors before rendering.
- Updated the accounts view to use the pre-loaded sparkline series variable.
- Adjusted the test for graceful handling of errors in the sparkline series method.

This enhances the robustness of the sparkline feature and improves error visibility in the UI.
2025-05-26 20:16:07 -05:00
Josh Pigford
6f67827f14 Implement error handling and logging for sparkline and series methods
- Added rescue blocks to handle exceptions in the Accounts and AccountableSparklines controllers, logging errors and rendering error partials.
- Enhanced error handling in the Account::Chartable and Balance::ChartSeriesBuilder models, logging specific error messages for series generation failures.
- Updated the accounts view to include a timeout for Turbo frame loading.
- Added a test to ensure graceful handling of sparkline errors in the AccountsController.

In reference to bug #2315
2025-05-26 20:05:16 -05:00
Zach Gollwitzer
6e202bd7ec
Improve chart performance and gapfilling (#2306)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-05-25 20:40:18 -04:00
Zach Gollwitzer
5da4bb6dc3
Subscription tests and domain (#2209)
* Save work

* Subscriptions and trials domain

* Store family ID on customer

* Remove indirection of stripe calls

* Test simplifications

* Update brakeman

* Fix stripe tests in CI

* Update billing page to show subscription details

* Remove legacy columns

* Complete billing settings page

* Fix hardcoded plan name

* Handle subscriptions for self hosting mode

* Lint fixes
2025-05-06 14:05:21 -04:00
Zach Gollwitzer
2000f05453
Match Plaid holding values on current day (#2212)
* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test
2025-05-06 09:25:49 -04:00
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