1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 15:49:39 +02:00
Commit graph

56 commits

Author SHA1 Message Date
Zach Gollwitzer
da668f3dc0
Bump to v0.4.1
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 14:19:50 -05:00
Zach Gollwitzer
f96bb84c4c
Bump to v0.4.0
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 12:39:49 -05:00
Josh Pigford
cf014bc24f Reduce Sentry sample rate 2025-02-05 11:33:59 -06:00
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
32d826c047 Increase good_job threads 2025-02-04 12:06:05 -06:00
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
Josh Pigford
46e86a9a11 Pass in user role to Intercom 2025-01-31 10:34:20 -06:00
Josh Pigford
0696e1f2f7
Add/remove members and invitations (#1744)
* Add/remove members and invitations

* Lint
2025-01-30 13:13:37 -06:00
Zach Gollwitzer
7e0ec4bd8f Report good job connection errors to Sentry
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-01-24 13:52:40 -05:00
Zach Gollwitzer
3140835f28
Adjust queues to prioritize account syncs (#1682) 2025-01-24 13:39:08 -05:00
Zach Gollwitzer
8c8e972dc8
Bump to v0.3.0
Some checks failed
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-17 17:01:26 -05:00
Zach Gollwitzer
bac2e64c19
Bump to v0.2.0
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-12-13 12:16:21 -05:00
Zach Gollwitzer
4866a4f8e4 Increase cache time for upgrades
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Fixes #1525
2024-12-12 15:14:54 -05:00
Zach Gollwitzer
d592495be5 Fix sync error when security missing 2024-12-02 10:53:16 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration (#1433)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Basic plaid data model and linking

* Remove institutions, add plaid items

* Improve schema and Plaid provider

* Add webhook verification sketch

* Webhook verification

* Item accounts and balances sync setup

* Provide test encryption keys

* Fix test

* Only provide encryption keys in prod

* Try defining keys in test env

* Consolidate account sync logic

* Add back plaid account initialization

* Plaid transaction sync

* Sync UI overhaul for Plaid

* Add liability and investment syncing

* Handle investment webhooks and process current day holdings

* Remove logs

* Remove "all" period select for performance

* fix amount calc

* Remove todo comment

* Coming soon for investment historical data

* Document Plaid configuration

* Listen for holding updates
2024-11-15 13:49:37 -05:00
Zach Gollwitzer
56ab092f6b
Bump to v0.2.0-alpha.2
Some checks failed
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-11-08 14:55:56 -05:00
Josh Pigford
45935db5f3
Remove dependency on stock exchange table (#1368) 2024-10-25 13:09:02 -05:00
Zach Gollwitzer
b75b41a5e2
Bump to v0.2.0-alpha.1
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-25 09:37:50 -04:00
Zach Gollwitzer
b611dfdf37
Add back good job dashboard with auth (#1364) 2024-10-24 17:28:29 -04:00
Josh Pigford
07264e86cb Add accounts count to Intercom 2024-10-19 14:54:51 -05:00
Zach Gollwitzer
d9f11e002a
Release v0.1.0
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-11 13:15:46 -04:00
Josh Pigford
6b46831199 Intercom data update 2024-10-10 10:59:06 -05:00
Josh Pigford
ffd54e4065
Intercom integration (#1267)
* Intercom integration

Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.

* Update app/views/layouts/_sidebar.html.erb

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

* Update app/views/pages/feedback.html.erb

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

* Family = Company in Intercom

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-08 10:50:49 -05:00
Zach Gollwitzer
9ebcb6fc41
Bump to v0.1.0-alpha.18
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-04 15:09:58 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
2024-10-01 10:47:59 -04:00
Zach Gollwitzer
52d3528361
Bump to v0.1.0-alpha.17
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-09-13 17:24:46 -04:00
Zach Gollwitzer
52c729dc33
Bump to v0.1.0-alpha.16
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-23 10:39:14 -04:00
Zach Gollwitzer
e6528bafec
Bump to v0.1.0-alpha.15
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-16 16:09:37 -04:00
Zach Gollwitzer
f3c44464be
Update version.rb
Bump to v0.1.0-alpha.14

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-09 17:42:48 -04:00
Zach Gollwitzer
edda5cb35b
Bump to v0.1.0-alpha.13
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-08-02 17:10:16 -04:00
Zach Gollwitzer
dfc7e1c30c
Bump to v0.1.0-alpha.12
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-26 10:48:21 -04:00
Zach Gollwitzer
c0e0c2bf62
Bump to v0.1.0-alpha.11
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-19 16:09:05 -04:00
Zach Gollwitzer
744ffb68aa
Bump to v0.1.0-alpha.10
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-12 18:38:17 -04:00
Zach Gollwitzer
cea90252c8
Bump to v0.1.0-alpha.9
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-07-05 14:16:41 -04:00
Zach Gollwitzer
320954282a
Bump to v0.1.0-alpha.8
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-28 17:22:26 -04:00
Zach Gollwitzer
62d5df795b
Bump to v0.1.0-alpha.7
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-21 17:04:59 -04:00
Zach Gollwitzer
773cd0da71
Bump to 0.1.0-alpha.6
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-14 16:50:08 -04:00
Zach Gollwitzer
87a40aafeb
Bump to v0.1.0-alpha.5
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-06-07 19:29:01 -04:00
Zach Gollwitzer
28524b3f08
Bump to v0.1.0-alpha.4 (#822) 2024-05-31 14:09:12 -04:00
Zach Gollwitzer
4ebc08e5a4
Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Zach Gollwitzer
8f356656fc
Bump to v0.1.0-alpha.3 (#806) 2024-05-24 14:24:03 -04:00
Zach Gollwitzer
5fa34b4111 Bump to v0.1.0-alpha.2 2024-05-17 18:20:19 -04:00
Zach Gollwitzer
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Josh Pigford
21e2d05d0c Sentry 2024-04-08 11:29:11 -05:00
Zach Gollwitzer
110855d077
Multi-Currency Part 2 (#543)
* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Zach Gollwitzer
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
2024-03-19 09:10:40 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -04:00
Zach Gollwitzer
0fe9b6d34a
Add Money and Money Series (#505)
* Add Money class

* Standardize creation of money series

* Formatting

* Fix test
2024-03-01 17:17:34 -05:00