Zach Gollwitzer
9d8d6bd86b
Add sync states throughout app
2025-05-13 15:49:02 -04:00
Zach Gollwitzer
3cab7164d3
Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements
2025-05-13 09:59:27 -04:00
Zach Gollwitzer
df8e22afe9
Stripe tasks
2025-05-13 08:56:32 -04:00
Zach Gollwitzer
0fb689290a
Family subscription unique index
2025-05-13 08:32:53 -04:00
Zach Gollwitzer
0079710d47
Report high duplicate sync counts to Sentry
2025-05-12 20:17:59 -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
267692d297
Clean up market data methods
2025-05-12 15:22:24 -04:00
Zach Gollwitzer
efea7bfc01
30 day syncs by default
2025-05-12 15:01:39 -04:00
Zach Gollwitzer
6a1d625a4f
Improve sync window column names, add timestamps
2025-05-12 14:40:17 -04:00
Zach Gollwitzer
7988ab64cc
Fix price sync
2025-05-12 10:49:33 -04:00
Zach Gollwitzer
0fbafceea9
Basic market data sync cron
2025-05-12 10:40:43 -04:00
Zach Gollwitzer
5c8bca31ec
Clean up sync class, add state machine
2025-05-11 15:02:46 -04:00
Zach Gollwitzer
5432b3903d
Move sync orchestration to Sync class
2025-05-10 21:04:59 -04:00
Zach Gollwitzer
6ddb4d088e
Sync strategies
2025-05-10 18:08:31 -04:00
Zach Gollwitzer
3207077f9e
Put sync implementations in own concerns
2025-05-10 16:38:47 -04:00
Zach Gollwitzer
64147758a3
Remove bad abstraction
2025-05-10 16:16:47 -04:00
Zach Gollwitzer
c8b1e1d059
PlaidConnectable concern
2025-05-10 10:28:00 -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 )
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* Propagate child sync errors up to parent, fix sync status
* Remove testing error
2025-05-09 14:56:49 -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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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Fixes: #2051 .
2025-05-06 12:12:44 -04:00
Alex Hatzenbuhler
60c3a04a48
Add rule option to change transaction name ( #2175 )
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* 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 )
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* 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 )
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* 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
