Docker/Maybe
Docker/Maybe
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1250 commits 15 branches 29 tags 25 MiB
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Author SHA1 Message Date
Cameron Roudebush
676c609725 Merge remote-tracking branch 'forked/main' into simple-fin-integration 2025-05-17 11:19:18 -04:00
Cameron Roudebush
e37f3f5580 chore: Remove sample fin 2025-05-17 11:16:02 -04:00
Cameron Roudebush
d78724b9a8 fix(simplefin): Disabled accounts are now included and hides transaction uploads 2025-05-17 11:14:48 -04:00
Cameron Roudebush
72c6840f5a fix(simplefin): Fix some querying issues and various rendering bugs 
- Also adding some nice looking progress indicators for loading SimpleFIN data
 2025-05-17 11:08:17 -04:00
Cameron Roudebush
8d22d46420 fix: Various account issues with balances 2025-05-16 17:16:52 -04:00
Cameron Roudebush
175d3dc753 fix: Adding a fix for accounts that are missing subtype information 
- Updating to add look back days for transactions
 2025-05-16 15:48:18 -04:00
Cameron Roudebush
7b983fecb8 feat(simplefin): Add rate limit 
- You can now specify the rate limit so Maybe can't over do it with the backend calls
- Fix various file placements from the updates
- Adding an actual configuration class for SimpleFIN
 2025-05-16 15:32:54 -04:00
Cameron Roudebush
d5acd4935a fix(render): Adjust turbo to not permanent the accounts as they now could show errors 
- Also fixing some update status being wrong
 2025-05-14 20:58:50 -04:00
Cameron Roudebush
1137f1f57b feat(errors): Updating error display to better handle SimpleFIN errors 
- Also updating models to follow the plaid style a bit more
 2025-05-12 22:52:35 -04:00
Zach Gollwitzer
9e6e4b1ce6 Only run Plaid syncs via webhook after initial sync
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2025-05-12 18:55:19 -04:00
Zach Gollwitzer
908b3e2489 Temporary disable of sync cascade behavior 2025-05-12 15:41:14 -04:00
Zach Gollwitzer
a268c5a563 Revert "Add env to toggle provider price syncs"
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This reverts commit 0006b6f6ca.
 2025-05-09 17:47:35 -04:00
Zach Gollwitzer
0006b6f6ca Add env to toggle provider price syncs 2025-05-09 16:59:23 -04:00
Zach Gollwitzer
48a07d6158 Revert batch upserting 2025-05-09 16:42:44 -04:00
Zach Gollwitzer
5d798fe0a0 Remove retry logic from security upsert 2025-05-09 16:31:16 -04:00
Zach Gollwitzer
f07c41821e Add warn log for security price upsert retries 2025-05-09 16:05:10 -04:00
Zach Gollwitzer
7605b0221d Batch upsert security prices on sync 2025-05-09 15:56:48 -04:00
Zach Gollwitzer
ab2cec55e7
Propagate child sync errors up to parent, fix sync status (#2232) 
* Propagate child sync errors up to parent, fix sync status

* Remove testing error
 2025-05-09 14:56:49 -04:00
Cameron Roudebush
ce98a9f134 fix(balance): Correct initial balances being incorrect 2025-05-09 14:44:49 -04:00
Cameron Roudebush
5f151ec66f feat: Holdings + Transactions 
- Added initial syncing for holdings and transactions
- Fixed accounts display not displaying anything for SimpleFIN connections
- Centralized all migrations to one file
 2025-05-09 14:34:44 -04:00
Cameron Roudebush
a5cf70f2df
Merge branch 'maybe-finance:main' into simple-fin-integration 2025-05-09 11:30:54 -04:00
Cameron Roudebush
37dc1b3c7e feat(SimpleFIN): Adding initial SimpleFIN integration 
- Still early stages
- SimpleFIN can be queried for account information
- Adding some interfaces to be able to select the SimpleFIN accounts found from SimpleFIN bridge
 2025-05-09 11:29:59 -04:00
JIBSIL
03e3899541
Config: put Redis service in Docker local network (#2223)
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old config exposed the Redis server to the internet if the user had not configured a firewall to block port 6379

Signed-off-by: JIBSIL <40243545+JIBSIL@users.noreply.github.com>
 2025-05-09 09:52:56 -04:00
Alex Hatzenbuhler
3371243a00
Use single list for desktop and mobile nav bars (#2227) 
* Add rules_label to locale file

* Add rules to settings sidebar, use locale text

* Use a single list for mobile and desktop nav
 2025-05-09 09:52:18 -04:00
Zach Gollwitzer
d8e058d7c6 Handle case sensitive values when creating securities
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2025-05-08 14:31:43 -04:00
Zach Gollwitzer
867318cbc1 Improve sync data management 2025-05-08 12:52:40 -04:00
Zach Gollwitzer
1e5edd9f2f
Fix Plaid cash balance double counting (#2222)
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* Fix Plaid cash balance double counting

* Fix today's cash balance

* Simplify balance trends in activity view
 2025-05-08 12:25:53 -04:00
Alex Hatzenbuhler
42207e487e
Fix dark mode welcome screen for self-hosting (#2225) 2025-05-08 08:45:28 -05:00
Zach Gollwitzer
ea1b6f2bd8
Fix chart timezone bug (#2224)
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2025-05-07 22:19:09 -04:00
Zach Gollwitzer
2707a40a2a
Handle nested child syncs (#2220)
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2025-05-07 18:12:08 -04:00
Zach Gollwitzer
8b857e9c8a Notify parent sync in ensure block 2025-05-07 16:51:11 -04:00
Zach Gollwitzer
a07e9d40a3
Transactional locks for sync completions (#2219) 
* Transactional locks for sync completions

* Lower sync display logic tolerance in UI
 2025-05-07 16:28:58 -04:00
Zach Gollwitzer
71be2a04ad Fix rule title reference 2025-05-07 14:10:56 -04:00
Zach Gollwitzer
a67f36bf64
Prevent account deletions when account is linked to a Plaid Item (#2218) 
* Prevent account deletions when account is linked to a Plaid Item

* Only guard deletions in UI and controller, not at model level
 2025-05-07 13:56:20 -04:00
Zach Gollwitzer
628d266980 Fix merchant assignment to transactions
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2025-05-07 11:05:29 -04:00
Josh Pigford
64d5a73eb7 Update render-build.sh 2025-05-07 10:00:24 -05:00
Zach Gollwitzer
2b2dfd03e0 Fix select contrast issues in dark mode forms 2025-05-07 10:23:06 -04:00
Zach Gollwitzer
fb7107d614
feature(dark mode): misc design fixes (#2215) 
* Fix category dark mode styles

* Fix sidebar account tab states

* Fix dashboard balance sheet group styles

* Fix budget dark mode styles

* Fix chart gradient split

* Fix prose styles in dark mode

* Add back chat nav id for tests
 2025-05-07 09:26:06 -04:00
Zach Gollwitzer
c26a7dd2dd Handle super admins for billing emails
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2025-05-06 14:14:57 -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
Joseph Ho
8c10e87387
holding: Add multi-currency support for average costs calculations. (#2153) 
Fixes: #2051.
 2025-05-06 12:12:44 -04:00
Alex Hatzenbuhler
60c3a04a48
Add rule option to change transaction name (#2175) 
* Add change name rule for transaction

* Use HTML template in the ERB, clone and inject those templates from the stimulus controller

* Put back the ai_enabled check

* Update docs

* Example of what no case statement would look like

* Remove action_type and needs_value now that controller is injecting templates/hiding action target

* add "to" to template, improve no-option selection, ensure text box is cleared
 2025-05-06 12:11:56 -04:00
Alex Hatzenbuhler
c0267d5665
Use icon helper for all-the-things (#2191) 
* Use icon helper for all-the-things

* Pass size and color to the icon from buttonish components directly
 2025-05-06 12:08:18 -04:00
Zach Gollwitzer
0fdeebceb1 Fix bulk edit dialog form structure 2025-05-06 11:53:12 -04:00
Zach Gollwitzer
2e0794b8e1 Fix bulk editing
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2025-05-06 11:01:15 -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
Akshay Birajdar
470b753833
fix: Rule notification should not be triggered when category is unassigned (#2214) 2025-05-06 09:15:14 -04:00
Joseph Ho
fea1baeb1e
import: Align elements correctly while importing CSV. (#2210)
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2025-05-05 12:49:25 -04:00
Alex Hatzenbuhler
c022e862aa
Add ability to delete all tags (#2200) 
* Add ability to delete all tags

* Downcase resource for confirmation

* Clean up deletion resource names

* titleize button
 2025-05-05 12:43:46 -04:00
dependabot[bot]
dcc43cb253
Bump ruby-lsp-rails from 0.4.1 to 0.4.2 (#2206) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.4.1 to 0.4.2.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.1...v0.4.2)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-version: 0.4.2
  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>
 2025-05-05 12:40:15 -04:00