hatz
c11d631ab2
Merge branch 'main' of github.com:maybe-finance/maybe into rule-name
2025-05-10 09:40:02 -05:00
Zach Gollwitzer
a268c5a563
Revert "Add env to toggle provider price syncs"
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
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 )
...
* Propagate child sync errors up to parent, fix sync status
* Remove testing error
2025-05-09 14:56:49 -04:00
hatz
611f4580bf
Merge branch 'main' of github.com:maybe-finance/maybe into rule-name
2025-05-09 10:07:44 -05:00
JIBSIL
03e3899541
Config: put Redis service in Docker local network ( #2223 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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 )
...
* 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
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
hatz
ab3e662c0c
Match tags/categories design
2025-05-08 09:37:00 -05:00
hatz
aec63c78db
Clean up dropdown design to match figma
2025-05-08 09:30:43 -05:00
hatz
edd048f791
Change sort direction to be a LinkComponent outside of the form for better sort behavior
2025-05-08 09:17:17 -05:00
hatz
dfef2897e0
Merge branch 'main' of github.com:maybe-finance/maybe into rule-name
2025-05-08 08:48:51 -05:00
Alex Hatzenbuhler
42207e487e
Fix dark mode welcome screen for self-hosting ( #2225 )
2025-05-08 08:45:28 -05:00
hatz
bb63cdde3c
Fix db schema
2025-05-08 08:04:28 -05:00
hatz
31abbbf336
Merge branch 'main' of github.com:maybe-finance/maybe into rule-name
2025-05-08 08:02:47 -05:00
Zach Gollwitzer
ea1b6f2bd8
Fix chart timezone bug ( #2224 )
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-05-07 22:19:09 -04:00
Zach Gollwitzer
2707a40a2a
Handle nested child syncs ( #2220 )
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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 )
...
* 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 )
...
* 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
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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 )
...
* 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
hatz
a89cae012a
Add touch: true to conditions and actions of a rule, so updated_at works as expected
2025-05-06 20:33:06 -05:00
hatz
da322deb15
Use border-secondary
2025-05-06 20:32:42 -05:00
hatz
35504de338
Improve dark mode with proper background color classes
2025-05-06 20:10:21 -05:00
hatz
f22f1ee069
Apply proper text color to TO in edit form
2025-05-06 20:10:02 -05:00
hatz
a3b1e45c86
Borders instead of shadows
2025-05-06 19:57:34 -05:00
hatz
a79b7eb57e
Merge branch 'rule-name' of github.com:ahatzz11/maybe into rule-name
2025-05-06 19:11:38 -05:00
hatz
075a9f1692
Merge branch 'main' of github.com:maybe-finance/maybe into rule-name
2025-05-06 18:54:41 -05:00
hatz
89659163e5
New rule list
2025-05-06 18:54:21 -05:00
hatz
b552069528
First pass at redesigning the sorting menu
2025-05-06 13:49:06 -05:00
hatz
d3dbe5c84c
Use text-secondary on disabled rules
2025-05-06 13:47:58 -05:00
Zach Gollwitzer
c26a7dd2dd
Handle super admins for billing emails
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-05-06 14:14:57 -04:00
Zach Gollwitzer
5da4bb6dc3
Subscription tests and domain ( #2209 )
...
* 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 )
...
Fixes: #2051 .
2025-05-06 12:12:44 -04:00
Alex Hatzenbuhler
60c3a04a48
Add rule option to change transaction name ( #2175 )
...
* 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 )
...
* 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
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2025-05-06 11:01:15 -04:00
Zach Gollwitzer
2000f05453
Match Plaid holding values on current day ( #2212 )
...
* 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
