Maybe

mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 23:59:40 +02:00

Author	SHA1	Message	Date
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 ) * 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 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 ) * 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 ) Some checks failed Publish Docker image / ci (push) Has been cancelled Details Publish Docker image / Build docker image (push) Has been cancelled Details	2025-02-26 15:13:51 -05:00
Zach Gollwitzer	c610b0ba4b	Dashboard design fixes (#1898 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * 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 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * 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 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	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 ) * 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 ) 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 ) 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 ) * 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 Some checks failed Publish Docker image / ci (push) Has been cancelled Details Publish Docker image / Build docker image (push) Has been cancelled Details 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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details 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 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 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 ) 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 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	2025-02-20 09:03:30 -05:00
dependabot[bot]	79e1a2c0ff	Bump logtail-rails from 0.2.9 to 0.2.10 (#1866 ) Some checks failed Publish Docker image / ci (push) Has been cancelled Details Publish Docker image / Build docker image (push) Has been cancelled Details 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 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details 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 ) 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 Some checks failed Publish Docker image / ci (push) Has been cancelled Details Publish Docker image / Build docker image (push) Has been cancelled Details 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 ) * 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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details 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 ) * 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 ) * 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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	2025-02-12 09:15:00 -06:00
Marvin M	d31d5c5467	fix: liabilities favorable direction is "down" (#1849 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	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 ) * 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 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * 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
Daniel Esteves	077694bbde	feat(import): add currency and number format support for CSV imports (#1819 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * feat(import): add currency and number format support for CSV imports * feat(import): add currency and format for mint and trade * fix(imports): remove currency field in favor of currency csv col * fix(imports): remove validate column from import model * test(import): add some tests for imports * test(import): add some tests for generate_rows_from_csv * fix: change method name for import model * fix: change before validation --------- Co-authored-by: danestves <danestves@users.noreply.github.com>	2025-02-10 15:31:28 -05:00
dependabot[bot]	9e5f1574bc	Bump sentry-rails from 5.22.3 to 5.22.4 (#1840 ) Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby) from 5.22.3 to 5.22.4. - [Release notes](https://github.com/getsentry/sentry-ruby/releases) - [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md) - [Commits](https://github.com/getsentry/sentry-ruby/compare/5.22.3...5.22.4) --- updated-dependencies: - dependency-name: sentry-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>	2025-02-10 12:28:53 -05:00
dependabot[bot]	26197eda85	Bump webmock from 3.24.0 to 3.25.0 (#1839 ) Bumps [webmock](https://github.com/bblimke/webmock) from 3.24.0 to 3.25.0. - [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md) - [Commits](https://github.com/bblimke/webmock/compare/v3.24.0...v3.25.0) --- updated-dependencies: - dependency-name: webmock 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>	2025-02-10 12:22:33 -05:00
dependabot[bot]	1dbf1ad74e	Bump sentry-ruby from 5.22.3 to 5.22.4 (#1841 ) Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby) from 5.22.3 to 5.22.4. - [Release notes](https://github.com/getsentry/sentry-ruby/releases) - [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md) - [Commits](https://github.com/getsentry/sentry-ruby/compare/5.22.3...5.22.4) --- updated-dependencies: - dependency-name: sentry-ruby 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>	2025-02-10 12:22:20 -05:00

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