* Add breadcrumbs support across application
Fixes #1896
* Potential fix for tests
* Simplify breadcrumbs implementation
Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name
* Refactor page header and breadcrumbs rendering
Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs
* Add fallback breadcrumbs rendering to settings layout
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.
Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:
- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
* Add geist font
* Design system css file
* Add cursor ui/ux rules
* Add shadows and shadow borders
* Replace primitives with tokens for common text and backgrounds
* Organize css
* Update switch and checkbox class names
* Add back global color variables
* Enhance Plaid connection management with re-authentication and error handling
- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states
* Remove redundant 'reconnect' localization for Plaid items
* Enhance security information retrieval and handling
- Add support for operating MIC codes in security info fetching
- Update security uniqueness validation to handle unknown securities
- Improve security creation and update logic in Plaid investment sync
- Update combobox and view components to handle operating MIC codes
- Add unknown flag for securities with incomplete information
* Update schema.rb
* Refactor the need for mic codes
* Don't fetch prices unless a security has the necessary mic code
* Deduplication
* Lint
* Update Securities and Plaid Investment Sync
- Modify PlaidInvestmentSync to return plaid_security for USD cash
- Add non-null constraint to Securities ticker column
- Update Securities fixture to use exchange_operating_mic instead of exchange_mic
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
* feat(import): add currency and number format support for CSV imports
* feat(import): add currency and format for mint and trade
* fix(imports): remove currency field in favor of currency csv col
* fix(imports): remove validate column from import model
* test(import): add some tests for imports
* test(import): add some tests for generate_rows_from_csv
* fix: change method name for import model
* fix: change before validation
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Co-authored-by: danestves <danestves@users.noreply.github.com>
* 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
* 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
* 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>
* Change email address
* Email confirmation
* Email change test
* Lint
* Schema reset
* Set test email sender
* Select specific user fixture
* Refactor/cleanup
* Remove unused email_confirmation_token
* Current user would never be true
* Fix translation test failures
* feat: add validation to require consistent category color
* feat: reflect color requirement in new category form
* refactor: move logic inline over shared component
* rubocop
* tests: fix breaking and add case for new validation
* feat: hide color selector when parent category selected
* feat: override color with parent color in model
* tests: remove case for unnecessary validation
---------
Signed-off-by: Julien Bertazzo Lambert <42924425+JLambertazzo@users.noreply.github.com>
* Improve category level limit validation
* Set categories list only for non parents
* Disable select field
* Add info about the disabled select
* Don’t render a select input for parent categories
* Handle correctly turbo_stream request format
* Add turbo_stream format to requests on create and update action's tests
* Remove no_content status from update action
* Revert "Remove no_content status from update action"
This reverts commit 866140c196.
* Revert "Add turbo_stream format to requests on create and update action's tests"
This reverts commit c6bf21490f.
* Add correct redirect url for both html and turbo_stream formats
* Remove useless turbo_frame_tag
* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
