Zach Gollwitzer
95ec6e0b4e
Remove unused class
2025-07-18 17:48:38 -04:00
Zach Gollwitzer
88359be7e4
Test fixes
2025-07-18 17:42:08 -04:00
Zach Gollwitzer
3baf60a24f
Bump brakeman dep
2025-07-18 17:18:47 -04:00
Zach Gollwitzer
9c49b69f35
More lint fixes
2025-07-18 17:11:24 -04:00
Zach Gollwitzer
6affb16768
Tweaks to balance calculation to acknowledge holdings value better
2025-07-18 17:10:50 -04:00
Zach Gollwitzer
5850701da7
trade partial alignment fix
2025-07-18 15:12:11 -04:00
Zach Gollwitzer
0888f31352
Lint fixes
2025-07-18 15:10:52 -04:00
Zach Gollwitzer
79d019bacd
Balance trends in activity view
2025-07-18 15:10:19 -04:00
Zach Gollwitzer
9e2b01bd8e
Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/maybe-911-update-activity-view-to-show-breakdown-of-balance-changes
2025-07-18 14:41:26 -04:00
Zach Gollwitzer
d932ac84a7
Initial tooltip component
2025-07-18 14:41:19 -04:00
Zach Gollwitzer
40ae3126ac
Fill in balance reconciliation for entry group
2025-07-18 13:55:45 -04:00
Zach Gollwitzer
3baaf84538
Remove trend calculator
2025-07-18 09:14:26 -04:00
Zach Gollwitzer
ab6fdbbb68
Component namespacing ( #2463 )
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* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT
* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT
* Update stimulus controller references to use namespace
* Fix remaining tests
2025-07-18 08:30:00 -04:00
Zach Gollwitzer
d5b147f2cd
Add indexes to core models ( #2464 )
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* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:03 EDT
* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:09 EDT
2025-07-18 08:19:44 -04:00
Zach Gollwitzer
df367b420a
Initial data objects
2025-07-18 07:33:03 -04:00
Zach Gollwitzer
8c97c9d31a
Consolidate and simplify account pages ( #2462 )
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* Remove ScrollFocusable
* Consolidate and simplify account pages
* Lint fixes
* Fix tab param initialization
* Remove stale files
* Remove stale route, make accountable routes clearer
2025-07-18 05:52:18 -04:00
Zach Gollwitzer
3eea5a9891
Add auto-update strategies for current balance on manual accounts ( #2460 )
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* Add auto-update strategies for current balance on manual accounts
* Remove deprecated BalanceUpdater, replace with new methods
2025-07-17 06:49:56 -04:00
Zach Gollwitzer
52333e3fa6
Add reconciliation manager ( #2459 )
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* Add reconciliation manager
* Fix notes editing
2025-07-16 11:31:47 -04:00
Zach Gollwitzer
89cc64418e
Add confirmation dialog for balance reconciliation creates and updates ( #2457 )
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2025-07-15 18:58:40 -04:00
Zach Gollwitzer
c1d98fe73b
Start and end balance anchors for historical account balances ( #2455 )
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* Add kind field to valuation
* Fix schema conflict
* Add kind to valuation
* Scaffold opening balance manager
* Opening balance manager implementation
* Update account import to use opening balance manager + tests
* Update account to use opening balance manager
* Fix test assertions, usage of current balance manager
* Lint fixes
* Add Opening Balance manager, add tests to forward calculator
* Add credit card to "all cash" designation
* Simplify valuation model
* Add current balance manager with tests
* Add current balance logic to reverse calculator and plaid sync
* Tweaks to initial calc logic
* Ledger testing helper, tweak assertions for reverse calculator
* Update test assertions
* Extract balance transformer, simplify calculators
* Algo simplifications
* Final tweaks to calculators
* Cleanup
* Fix error, propagate sync errors up to parent
* Update migration script, valuation naming
2025-07-15 11:42:41 -04:00
Zach Gollwitzer
9110ab27d2
Centralize entry naming ( #2454 )
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* Centralize entry naming
* Lint fixes, code style
2025-07-10 18:40:38 -04:00
Zach Gollwitzer
afbfb474c2
Remove rate limit for api test cases
2025-07-10 16:04:36 -04:00
Zach Gollwitzer
fe8aebe920
Don't raise on invalid demo data
2025-07-10 16:01:47 -04:00
Zach Gollwitzer
188126d402
Fix activity view "new" button styles
2025-07-10 15:30:22 -04:00
Ezra Adeyinka
1a2d973f4b
chore: fix armenian dram incorrect symbol ( #2451 )
2025-07-10 12:39:25 -04:00
Josh Pigford
a91441bcc8
Remove old unique index on device_id in mobile_devices migration to allow multiple users to share the same device.
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2025-07-09 09:22:51 -05:00
Josh Pigford
8d0c1c5a56
Update database schema: increment version to 2025_07_02_173231, modify virtual column definition for classification, and add new indexes for entries and exchange rates.
2025-07-09 09:20:56 -05:00
dependabot[bot]
e848db2aa1
Bump sidekiq from 8.0.4 to 8.0.5 ( #2441 )
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---
updated-dependencies:
- dependency-name: sidekiq
dependency-version: 8.0.5
dependency-type: direct:production
update-type: version-update:semver-patch
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-07-07 16:39:36 -04:00
dependabot[bot]
e7043328e4
Bump pagy from 9.3.4 to 9.3.5 ( #2444 )
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---
updated-dependencies:
- dependency-name: pagy
dependency-version: 9.3.5
dependency-type: direct:production
update-type: version-update:semver-patch
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-07-07 16:39:19 -04:00
dependabot[bot]
d77c683d59
Bump faraday from 2.13.1 to 2.13.2 ( #2442 )
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---
updated-dependencies:
- dependency-name: faraday
dependency-version: 2.13.2
dependency-type: direct:production
update-type: version-update:semver-patch
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-07-07 16:28:24 -04:00
dependabot[bot]
aaf24e1309
Bump stripe from 15.2.1 to 15.3.0 ( #2445 )
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---
updated-dependencies:
- dependency-name: stripe
dependency-version: 15.3.0
dependency-type: direct:production
update-type: version-update:semver-minor
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-07-07 16:25:31 -04:00
dependabot[bot]
f9b131a5db
Bump faker from 3.5.1 to 3.5.2 ( #2448 )
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---
updated-dependencies:
- dependency-name: faker
dependency-version: 3.5.2
dependency-type: direct:development
update-type: version-update:semver-patch
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-07-07 16:22:10 -04:00
dependabot[bot]
a63d36d10c
Bump sentry-rails from 5.25.0 to 5.26.0 ( #2447 )
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---
updated-dependencies:
- dependency-name: sentry-rails
dependency-version: 5.26.0
dependency-type: direct:production
update-type: version-update:semver-minor
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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-07-07 16:22:01 -04:00
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing ( #2427 )
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* 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
Eran Avidor
ba7e8d3893
Fix/design system violations ( #2422 )
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* fix: replace hardcoded bg-white with bg-container in notification notice
* fix: replace hardcoded text-white with fg-inverse in notification CTA
* fix: replace hardcoded text-white with fg-inverse in text tooltip
* fix: replace hardcoded bg-gray-900 text-white with bg-inverse fg-inverse in invitations form
* fix: replace hardcoded bg-gray-800 text-white with bg-inverse fg-inverse in AI consent form
* fix: replace hardcoded text-white with fg-inverse in changelog page
* fix: replace hardcoded text-white and border-gray-500 with fg-inverse and border-secondary in investment tooltip
* fix: replace hardcoded text-white with fg-inverse in holdings missing price tooltip
* fix: replace hardcoded text-white and bg-gray-400 with fg-inverse and bg-surface-inset in settings profiles
* fix: replace hardcoded bg-orange-500 text-white with bg-yellow-600 fg-inverse in settings hosting danger zone
---------
Co-authored-by: Eran Avidor <eavidor@Eran-Avidor-MBP.lan>
2025-07-01 13:53:36 -04:00
Zach Gollwitzer
65329b333d
Fix settings labels
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Fixes #2424
2025-06-30 10:22:37 -04:00
dependabot[bot]
0974783a6b
Bump selenium-webdriver from 4.33.0 to 4.34.0 ( #2425 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.33.0 to 4.34.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.33.0...selenium-4.34.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.34.0
dependency-type: direct:development
update-type: version-update:semver-minor
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-06-30 09:29:20 -04:00
dependabot[bot]
48f792c20e
Bump jwt from 2.10.1 to 2.10.2 ( #2426 )
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Bumps [jwt](https://github.com/jwt/ruby-jwt ) from 2.10.1 to 2.10.2.
- [Release notes](https://github.com/jwt/ruby-jwt/releases )
- [Changelog](https://github.com/jwt/ruby-jwt/blob/main/CHANGELOG.md )
- [Commits](https://github.com/jwt/ruby-jwt/compare/v2.10.1...v2.10.2 )
---
updated-dependencies:
- dependency-name: jwt
dependency-version: 2.10.2
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>
2025-06-30 09:29:00 -04:00
Zach Gollwitzer
869462a9a5
Dynamic y-axis baseline value for chart scales
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2025-06-27 12:57:23 -04:00
Zach Gollwitzer
e4a82d85e8
Properly handle Plaid investment account transfers ( #2420 )
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2025-06-27 10:50:45 -04:00
Zach Gollwitzer
18148acd69
Fix chart scale issues ( #2418 )
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2025-06-26 18:59:11 -04:00
Zach Gollwitzer
8db95623cf
Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day ( #2417 )
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* Handle reverse calculator starting portfolio generation correctly
* Fix current_holdings to handle different dates and hide zero quantities
- Use DISTINCT ON to get most recent holding per security instead of assuming same date
- Filter out zero quantity holdings from UI display
- Maintain cash display regardless of zero balance
- Use single efficient query with proper Rails syntax
* Continue to process holdings even if one is not resolvable
* Lint fixes
2025-06-26 16:57:17 -04:00
Zach Gollwitzer
e60b5df442
Handle bad API data for trade quantity signage ( #2416 )
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2025-06-26 09:54:25 -04:00
Zach Gollwitzer
f3ab4a27ee
Fix credit card balance history ( #2414 )
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2025-06-25 17:03:53 -04:00
Zach Gollwitzer
4b50acff2b
Replace sync spinners with pulse animation ( #2413 )
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* Replace sync spinners with pulse animation
* Remove dev code
2025-06-25 16:51:30 -04:00
Joseph Ho
637d630388
transfer: Support transfers of different currencies between accounts. ( #2243 )
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Fixes part of #1852 .
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-06-25 16:34:18 -04:00
Zach Gollwitzer
72a0f87a9c
Fix race condition in sync status monitor ( #2412 )
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Move family timestamp update to after_commit callback to ensure
database visibility before cache invalidation
2025-06-25 15:23:15 -04:00
Kenrick Tandrian
cea49d5038
fix(models): use self.id ( #2410 )
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2025-06-24 11:15:28 -04:00
Josh Pigford
c0617f74cd
Fix linting issues in migration file
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2025-06-23 11:31:57 -05:00
Josh Pigford
653decbc0b
Fix outdated timezone references
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Updates outdated timezone identifiers in the database to their current
equivalents. This resolves ArgumentError exceptions when users have
outdated timezones like "Europe/Kiev" stored in their preferences.
Timezone mappings:
- Europe/Kiev → Europe/Kyiv
- Asia/Calcutta → Asia/Kolkata
- Asia/Katmandu → Asia/Kathmandu
- Asia/Rangoon → Asia/Yangon
- Asia/Saigon → Asia/Ho_Chi_Minh
- Pacific/Ponape → Pacific/Pohnpei
- Pacific/Truk → Pacific/Chuuk
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-23 11:25:03 -05:00
