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1268 commits

Author SHA1 Message Date
Zach Gollwitzer
c1544d73c0 Cleanup 2025-05-15 07:55:47 -04:00
Zach Gollwitzer
7d32423d8e Fix timezones in tests 2025-05-14 21:19:53 -04:00
Zach Gollwitzer
246343a4bf Sync completion event broadcasts 2025-05-14 21:04:20 -04:00
Zach Gollwitzer
b041edb648 Tweak sync states 2025-05-14 14:16:46 -04:00
Zach Gollwitzer
153bffcaf2 Add migration to clear stale syncs on self hosted apps 2025-05-14 12:52:21 -04:00
Zach Gollwitzer
0ff128b942 Remove manual sleep 2025-05-14 11:43:28 -04:00
Zach Gollwitzer
c83aa10f01 Persistent account tab selections 2025-05-14 11:42:17 -04:00
Zach Gollwitzer
db02718d71 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements 2025-05-13 21:33:14 -04:00
Zach Gollwitzer
86cbb14d3b account tab session 2025-05-13 21:32:49 -04:00
Zach Gollwitzer
3f48992aea Fix trade builder logic
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2025-05-13 16:17:25 -04:00
Zach Gollwitzer
bcb47a9d29 Fix auto sync trigger logic and add tests 2025-05-13 16:14:29 -04:00
Zach Gollwitzer
7ad3ea8223 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements 2025-05-13 15:54:38 -04:00
Alex Hatzenbuhler
bebe7b40d6
Improve rules - add name, allow sorting, improve UI (#2177)
* Add ability to name a rule

* Add sorting by name and date,

* Improve rule page and form design

* Small header tweak

* Improve sorting click areas by including icon

* Fix brakeman

* Use icon helper instead of lucide_icon helper

* Fix double headers with new DialogComponent

* Use updated_at for sorting instead of created_at

* Use copy-plus icon for compound rules

* Remove icons and change IF/THEN/FOR font in edit form

* Use text-secondary on disabled rules

* First pass at redesigning the sorting menu

* New rule list

* Borders instead of shadows

* Apply proper text color to TO in edit form

* Improve dark mode with proper background color classes

* Use border-secondary

* Add touch: true to conditions and actions of a rule, so updated_at works as expected

* Fix db schema

* Change sort direction to be a LinkComponent outside of the form for better sort behavior

* Clean up dropdown design to match figma

* Match tags/categories design

* Fix name text color, add bg-divider background for dividers

* Fix family subscription tests (thanks zach!)
2025-05-13 15:53:13 -04:00
Zach Gollwitzer
9d8d6bd86b Add sync states throughout app 2025-05-13 15:49:02 -04:00
Alex Hatzenbuhler
050d5ebaad
Ensure the condition group "Add condition" button is type button to avoid form submission (#2233)
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2025-05-13 10:35:23 -04:00
Alex Hatzenbuhler
30d3eef67f
Fix AND prefix on rule form (#2234)
* Fix AND prefix on rule form

This new condition prefix data target is used to ensure the AND prefix is added/removed to additional conditions/groups when there aren't any saved conditions yet.

* Ensure the condition group "Add condition" button is type button to avoid form submission

* Add prefix update when removing a subcondition

* Use data condition to update the prefix on conditions, condition groups, and subconditions

* Use condition remove instead of element remove for condition groups so prefix logic runs

* Add back explicit show_prefixes to ensure subconditions never have a prefix

* Run the prefix update runs on a load of a form, which handles prefixes on an edit since no conditions change

* Ensure saved items that are marked for removal don't impact the index

* Simplify logic since we don't process subconditions

* Clean up comments

* Add primary_condition_title field to rule model
2025-05-13 10:34:41 -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)
* 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)
* 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)
* Transactional locks for sync completions

* Lower sync display logic tolerance in UI
2025-05-07 16:28:58 -04:00