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Author SHA1 Message Date
dependabot[bot]
ab632cf0be
Bump ruby-lsp-rails from 0.3.31 to 0.4.0 (#1842) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.31 to 0.4.0.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.31...v0.4.0)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  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 12:22:10 -05:00
dependabot[bot]
2b83fc787f
Bump good_job from 4.8.2 to 4.9.0 (#1843) 
Bumps [good_job](https://github.com/bensheldon/good_job) from 4.8.2 to 4.9.0.
- [Release notes](https://github.com/bensheldon/good_job/releases)
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md)
- [Commits](https://github.com/bensheldon/good_job/compare/v4.8.2...v4.9.0)

---
updated-dependencies:
- dependency-name: good_job
  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>
 2025-02-10 11:32:44 -05:00
Zach Gollwitzer
536c82f2aa
Feature: Add the ability to "revert" a CSV import (#1814)
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* Allow reverting imports

* Fix tests

* Add currency column to all imports

* Don't auto-enrich demo account
 2025-02-07 15:36:05 -05:00
Josh Pigford
60925bd16c Remove redundant amount validation from Account Holding model 2025-02-07 10:58:41 -06:00
Josh Pigford
cf23673003
Fix Account Holding validation and synchronization (#1818) 
* Fix Account Holding validation and synchronization

Fixes #1781

- Add comprehensive validations for Account::Holding
- Implement validation to ensure amount matches qty * price
- Update Account::Syncer to include qty and price during synchronization
- Add database constraints for holding attributes and calculations

* Remove database check constraints for Account Holdings

Align with project convention of keeping complex validations in ActiveRecord
- Remove database-level check constraints for quantity, price, and amount
- Maintain database-level null and unique constraints
- Prepare for more flexible validation in the model layer
 2025-02-07 10:42:01 -06:00
Zach Gollwitzer
0dc25cda22
Plaid EU webhooks migration task (#1825) 
* Add data migration for EU Plaid webhooks

* Fix task
 2025-02-07 11:09:38 -05:00
Zach Gollwitzer
5eb5ec7aef
fix: Plaid webhook verification (#1824) 
* Fix Plaid webhook verification

* Fix client creation in webhook controller
 2025-02-07 10:35:42 -05:00
Zach Gollwitzer
331de2f997 Capture webhook errors in Sentry 2025-02-07 09:54:15 -05:00
Josh Pigford
972c850d27 MFA qr code fix
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2025-02-06 15:26:50 -06:00
Josh Pigford
78e34d68e9 fix: Format budget estimated income and spending with two decimal places
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2025-02-06 14:40:58 -06:00
Josh Pigford
21dc4b80f3 fix: Round average monthly budget to two decimal places 2025-02-06 14:35:42 -06:00
Josh Pigford
842e37658c
Multi-factor authentication (#1817) 
* Initial pass

* Tests for MFA and locale cleanup

* Brakeman

* Update two-factor authentication status styling

* Update app/models/user.rb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Refactor MFA verification and session handling in tests

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-02-06 14:16:53 -06:00
Josh Pigford
7ba9063e04
feat: Add institution details to Plaid items (#1816) 
* feat: Add institution details to Plaid items

- Fetch and store institution URL, ID, and primary color for Plaid items
- Update PlaidItem model to retrieve and save institution metadata
- Add new method in Plaid provider to get institution details
- Update account logo view to use institution domain for logo generation

* Add institution domain method to Account model

- Extract institution domain logic from view to Account model
- Simplify logo view by using new institution_domain method
- Improve code reusability and separation of concerns
 2025-02-06 08:57:24 -06:00
Marvin M
df5f4c83fe
fix: Save completely allocated budget (#1811)
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Signed-off-by: Marvin M <39344769+M123-dev@users.noreply.github.com>
 2025-02-05 13:20:19 -05:00
Josh Pigford
e3ef1dd6b4 Increase profile image size limit 2025-02-05 12:04:24 -06:00
Josh Pigford
4aba9d1c0b
Add scope to filter transactions from active accounts (#1810) 
* Add scope to filter transactions from active accounts

* Add test for transfer match candidates with active accounts

* Refactor active account filtering for transactions and entries
 2025-02-05 11:52:44 -06:00
Josh Pigford
cf014bc24f Reduce Sentry sample rate 2025-02-05 11:33:59 -06:00
Josh Pigford
90f1ff8a0b Increase limit on ticker search 2025-02-05 11:02:12 -06:00
Josh Pigford
b84a33c09d
Refactor transaction enrichment to support batch processing (#1803) 
* Refactor transaction enrichment to support batch processing

- Add method to enrich transactions in batches
- Implement job scheduling for unenriched transactions
- Improve logging and error handling for transaction enrichment

* Re-enable enrichment

* Fix transaction enrichment query to use correct table references

- Update queries to explicitly join and reference account_entries and account_transactions tables
- Remove unnecessary name presence check before enrichment
- Improve query precision for unenriched transaction selection

* Optimize transaction enrichment query joins

- Refactor database joins to use explicit table references
- Improve query performance for unenriched transaction selection
- Ensure correct table aliasing in enrichment methods

* Remove deprecated data enrichment job and method

- Delete EnrichDataJob as it's no longer used
- Remove `enrich_data_later` method from Account model
- Update Account::Syncer to directly call `enrich_data` instead of scheduling a job
 2025-02-05 10:34:28 -06:00
Zach Gollwitzer
abd932c894
Update issue templates 2025-02-05 10:57:33 -05:00
Zach Gollwitzer
5b083c9e33
Fix budget allocation forms from resetting and clearing data on slow networks (#1804) 
* First pass

* Fix null constraint bug for budget category assignment

* Fix autofocus reset when allocating budget

* Lint fix
 2025-02-05 09:09:38 -05:00
Josh Pigford
f498212b2d Add migration generation guideline to project conventions
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2025-02-04 20:25:19 -06:00
Saleh Almatrafi
37aab45c19
Fix incorrect currency assignment for stock prices #1623 (#1798)
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2025-02-04 14:27:00 -05:00
Zach Gollwitzer
c9c5eb315a
Split family and Plaid item syncs into multiple jobs (#1799) 
* Split family and Plaid item syncs into multiple jobs

* fix test expectations
 2025-02-04 14:22:44 -05:00
Zach Gollwitzer
75c8627577 Temporarily disable data enrichment jobs until optimized 2025-02-04 13:54:14 -05:00
Zach Gollwitzer
15e8281d46 Remove thread allocation from catch-all queue 2025-02-04 13:39:52 -05:00
Zach Gollwitzer
283d9cd8e2 Fix GoodJob config syntax 2025-02-04 13:29:27 -05:00
Zach Gollwitzer
3e06017ae1
Use correct config scope for GoodJob 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2025-02-04 13:21:10 -05:00
Josh Pigford
058830591f Increase database connection pool size 2025-02-04 12:07:46 -06:00
Josh Pigford
32d826c047 Increase good_job threads 2025-02-04 12:06:05 -06:00
Josh Pigford
bdec61f312 Improve HoldingCalculator Security Preloading 
- Include securities from both trades and current holdings
- Ensure unique securities are preloaded
- Enhance logging for preloaded securities
 2025-02-04 11:02:50 -06:00
Zach Gollwitzer
9c846e7de4
Fix crypto.randomUUID errors when adding holdings (#1795) 2025-02-04 11:35:50 -05:00
Josh Pigford
4c158934d0 Improve Security Price Loading with Robust Error Handling
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- Add error handling for individual security price loading
- Log detailed error information for problematic securities
- Prevent single security errors from halting entire price loading process
- Enhance logging with more specific security identification details
 2025-02-03 19:57:58 -06:00
Josh Pigford
50e5ffb257 Enhance HoldingCalculator with Logging and Error Handling 2025-02-03 19:54:32 -06:00
Josh Pigford
983729cbdf Logtail 2025-02-03 19:49:41 -06:00
Zach Gollwitzer
89027f1fbf EU only allows transactions Plaid product 2025-02-03 20:39:08 -05:00
Zach Gollwitzer
2a338eb01b
Cursor rules and project design overview (#1788) 
* Add cursor rules directory

* Complete project design rules
 2025-02-03 19:30:03 -05:00
scodes73
f57fa526af
Fix: make date format year consistent overall #1712 (#1726)
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* Fix: make date format year consistent overall

* chore: Consolidating all date formatting options

* adding disabled condition back to mint import

* chore: Moving formats from helper to models/family.rd

* Adding date_format_label to the en translation for import/configurations

* nit: making changes to use individual translations
 2025-02-03 11:19:56 -05:00
Jacco Broeren
b02380ac97
Fix: unable to add accounts without plain set up (#1769) 
* Update family.rb

Fix for: https://github.com/maybe-finance/maybe/issues/1766

Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>

* Update family.rb

Add commenting.

Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>

---------

Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>
 2025-02-03 11:18:49 -05:00
dependabot[bot]
550991e240
Bump sentry-rails from 5.22.2 to 5.22.3 (#1772) 
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby) from 5.22.2 to 5.22.3.
- [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/5.22.2...5.22.3)

---
updated-dependencies:
- dependency-name: sentry-rails
  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>
 2025-02-03 10:49:13 -05:00
Josh Pigford
4a768d0358 Clean up timezone selector 2025-02-03 09:46:40 -06:00
Josh Pigford
a1065fde83 Updated "small" image variant for retina 2025-02-03 09:08:43 -06:00
dependabot[bot]
f63aea7f87
Bump sentry-ruby from 5.22.2 to 5.22.3 (#1773) 
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby) from 5.22.2 to 5.22.3.
- [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/5.22.2...5.22.3)

---
updated-dependencies:
- dependency-name: sentry-ruby
  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>
 2025-02-03 10:05:52 -05:00
dependabot[bot]
872a480c0f
Bump puma from 6.5.0 to 6.6.0 (#1774) 
Bumps [puma](https://github.com/puma/puma) from 6.5.0 to 6.6.0.
- [Release notes](https://github.com/puma/puma/releases)
- [Changelog](https://github.com/puma/puma/blob/master/History.md)
- [Commits](https://github.com/puma/puma/compare/v6.5.0...v6.6.0)

---
updated-dependencies:
- dependency-name: puma
  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>
 2025-02-03 10:05:40 -05:00
Josh Pigford
1620d56e2d Allow connecting a few accounts before upgrade prompt 2025-02-03 09:04:39 -06:00
dependabot[bot]
c1e48bd3c9
Bump plaid from 35.0.0 to 35.1.0 (#1776) 
Bumps [plaid](https://github.com/plaid/plaid-ruby) from 35.0.0 to 35.1.0.
- [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/v35.0.0...v35.1.0)

---
updated-dependencies:
- dependency-name: plaid
  dependency-type: direct:production
  update-type: version-update:semver-minor
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 2025-02-03 09:51:15 -05:00
dependabot[bot]
4c083fec0a
Bump stripe from 13.4.0 to 13.4.1 (#1777) 
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.4.0 to 13.4.1.
- [Release notes](https://github.com/stripe/stripe-ruby/releases)
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.4.0...v13.4.1)

---
updated-dependencies:
- dependency-name: stripe
  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>
 2025-02-03 09:51:02 -05:00
Zach Gollwitzer
2c2b600163
Improve speed of transactions page (#1752)
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* Make demo data more realistic

* Fix N+1 transactions query

* Lint fixes

* Totals query

* Consolidate stats calcs

* Fix preload

* Fix filter clearing

* Fix N+1 queries for family sync detection

* Reduce queries for rendering transfers

* Fix tests

* Remove flaky test
 2025-01-31 19:08:21 -05:00
Zach Gollwitzer
53f4b32c33
Fix EU plaid flow (#1761) 
* Fix EU plaid flow

* Fix failing tests
 2025-01-31 17:04:26 -05:00
Josh Pigford
4bf72506d5
Initial pass at Plaid EU (#1555) 
* Initial pass at Plaid EU

* Add EU support to Plaid Items

* Lint

* Temp fix for rubocop isseus

* Merge cleanup

* Pass in region and get tests passing

* Use absolute path for translation

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
 2025-01-31 12:13:58 -06:00