Alex Hatzenbuhler
ce83418f0b
Improve theme selection ( #2152 )
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* Improve theme selectin
* Use HTML form labels and the existing auto-submit controller
2025-04-25 10:15:48 -04:00
Guilherme Mena
210b89cd17
Improve dark mode styles across multiple pages ( #2125 )
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* fix: improve dark mode readability across the app
* fix: improve dark mode support for asset percentage text
* fix: apply suggested patch for theme-related improvements
* chore: apply PR feedback – remove dark:, align with design tokens, update form builder
* chore: revert background token and restore original style for visual consistency
* chore: remove unnecessary class attributes from form fields using builder
* refactor: move number_field and date_field into metaprogramming block
* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary
* fix: apply requested changes and linting fixes
2025-04-23 09:42:30 -04:00
Alex Hatzenbuhler
47aeaf8cea
Add nice formatting for subtypes on account list ( #2138 )
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* Add nice formatting for subtypes on account list
* Fix rubocop linting errors
* Implement better mapping
* Fix rubocop linting
* Add short and long versions of subtypes
* Simplify subtype reference
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
* Simplify reference logic, add a small test
* Fix test
* Fix tests
---------
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2025-04-22 14:10:50 -04:00
Durgaswamy
db34f6d7a2
Fixes #2100 : this will fix the problem of text not visible in the modal when dark theme is set ( #2112 )
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* Fixes #2100 : added 'text-primary' in class , this will fix the problem of text not visible in dark theme inside the modals
* added text-primary in class for form fields
---------
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-22 09:06:52 -04:00
Zach Gollwitzer
b6cf6198f4
Fix html closing tag
2025-04-22 09:05:38 -04:00
Josh Pigford
a7dfafc907
Add Skylight gem for performance monitoring
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2025-04-21 08:10:04 -05:00
Josh Pigford
9b33e50b89
Update brakeman.ignore
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2025-04-20 20:31:20 -05:00
Josh Pigford
1b1add38f2
Enhance member removal process by destroying associated invitations and updating flash messages in ProfilesController. Add test to verify invitation deletion upon member removal.
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Fixes #2066
2025-04-20 20:15:49 -05:00
Joseph Ho
08091d24f9
UI: improve alignments with submit button & budget donut ( #2131 )
2025-04-20 20:06:54 -05:00
Zach Gollwitzer
21623eeb2d
Fix display for compound conditions
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2025-04-18 16:56:20 -04:00
Zach Gollwitzer
bcfbc4b324
Add more descriptive labels to rule rows
2025-04-18 16:37:10 -04:00
neo773
04ee1e73be
Fix dark mode support and improve notification/MFA UI ( #2126 )
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* Fix dark mode support and improve notification/MFA UI"
* hide auth tabs on mfa/verify
2025-04-18 13:56:44 -05:00
Zach Gollwitzer
79243822bd
Fix migration to handle duplicate merchants per family
2025-04-18 12:09:46 -04:00
Zach Gollwitzer
297a695d0f
Transaction rules engine V1 ( #1900 )
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* Domain model sketch
* Scaffold out rules domain
* Migrations
* Remove existing data enrichment for clean slate
* Sketch out business logic and basic tests
* Simplify rule scope building and action executions
* Get generator working again
* Basic implementation + tests
* Remove manual merchant management (rules will replace)
* Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0
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* Family and Provider merchants model
* Fix brakeman warnings
* Fix notification loader
* Update notification position
* Add Rule action and condition registries
* Rule form with compound conditions and tests
* Split out notification types, add CTA type
* Rules form builder and Stimulus controller
* Clean up rule registry domain
* Clean up rules stimulus controller
* CTA message for rule when user changes transaction category
* Fix tests
* Lint updates
* Centralize notifications in Notifiable concern
* Implement category rule prompts with auto backoff and option to disable
* Fix layout bug caused by merge conflict
* Initialize rule with correct action for category CTA
* Add rule deletions, get rules working
* Complete dynamic rule form, split Stimulus controllers by resource
* Fix failing tests
* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Add re-apply rule action
* Rule confirm modal
* Run migrations
* Trigger rule notification after inline category updates
* Clean up rule styles
* Basic attribute locking for rules
* Apply attribute locks on user edits
* Log data enrichments, only apply rules to unlocked attributes
* Fix merge errors
* Additional merge conflict fixes
* Form UI improvements, ignore attribute locks on manual rule application
* Batch AI auto-categorization of transactions
* Auto merchant detection, ai enrichment in batches
* Fix Plaid merchant assignments
* Plaid category matching
* Cleanup 1
* Test cleanup
* Remove stale route
* Fix desktop chat UI issues
* Fix mobile nav styling issues
2025-04-18 11:39:58 -04:00
Josh Pigford
8edd7ecef0
Update general rules and UI/UX guidelines to clarify hardcoding strings in English for development speed and correct TailwindCSS usage examples.
2025-04-18 10:09:10 -05:00
Zach Gollwitzer
c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports ( #1947 )
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* Rough draft
* Schema conflict update
* Implement signage
* Update system tests
* Lint fixes
2025-04-18 10:48:10 -04:00
Josh Pigford
8cf077f28d
Update PWA logo references in manifest and head partials
2025-04-18 09:47:04 -05:00
Josh Pigford
8985592967
Fix for user menu dark mode text
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2025-04-18 09:21:57 -05:00
tonychen0110
d22a16d8de
Fix: Changing apply button text to respect theme so it is visible ( #2117 )
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Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:48:39 -05:00
Zach Gollwitzer
77a2d6a048
Proper error handling in Sync class
2025-04-18 09:46:49 -04:00
neo773
65e1bc6edd
Feature: Implement Mobile Responsiveness ( #2092 )
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* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* format
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* fix conflict
* fix conflict
* chore: run rubocop
* fix test
* update PWA logo
* fix tests
* chore: lint
* fix test
* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
Luan Estradioto
6a21f26d2d
Fix: No comma when locality is empty (small fix) ( #2111 )
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* Fix: No comma when locality is empty
* better cleanup on address string
* fix test to one-liner
* add more testing
2025-04-16 20:26:45 -05:00
Zach Gollwitzer
298e150f43
Fix stale model reference
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2025-04-14 12:51:38 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup ( #2110 )
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* Flatten Holding model
* Flatten balance model
* Entries domain renames
* Fix valuations reference
* Fix trades stream
* Fix brakeman warnings
* Fix tests
* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Joseph Ho
f181ba941f
loan: Set the first valuation as the original principal. ( #2088 )
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Fix: #1645 .
2025-04-14 09:09:25 -04:00
dependabot[bot]
5cb2183bdf
Bump stripe from 14.0.0 to 15.0.0 ( #2105 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 14.0.0 to 15.0.0.
- [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/v14.0.0...v15.0.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-version: 15.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:41 -04:00
dependabot[bot]
6f70a54d6f
Bump faraday from 2.12.2 to 2.13.0 ( #2106 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.2 to 2.13.0.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.12.2...v2.13.0 )
---
updated-dependencies:
- dependency-name: faraday
dependency-version: 2.13.0
dependency-type: direct:production
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:33 -04:00
Tony Vincent
f235697178
Fix: Fix unalble to reject automatched transfers ( #2102 )
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:25 -04:00
dependabot[bot]
e517127062
Bump csv from 3.3.3 to 3.3.4 ( #2107 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.3 to 3.3.4.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.3...v3.3.4 )
---
updated-dependencies:
- dependency-name: csv
dependency-version: 3.3.4
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 08:52:30 -04:00
busybox
b06fd1edf0
Small count fix in hosting section ( #2094 )
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Signed-off-by: busybox <29630035+busybox11@users.noreply.github.com>
2025-04-14 08:47:54 -04:00
Zach Gollwitzer
1e01840fee
Chromium E2E test fixes ( #2108 )
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* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Remove unrelated schema changes
2025-04-14 08:41:49 -04:00
Tony Vincent
48c8499b70
Add tags selection and notes input to new transaction form ( #2008 )
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* feat: Add tags selection and notes input to new transaction form
* feat: Add tag selection to transactions bulk update form
2025-04-11 12:14:21 -04:00
Zach Gollwitzer
8648f11413
Sync hierarchy updates ( #2087 )
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* Add parent sync orchestration
* Pass sync object to dependents
2025-04-11 12:13:46 -04:00
Zach Gollwitzer
9fa3698823
Bump to v0.5.0
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-04-11 11:57:02 -04:00
Josh Pigford
88a6373e84
Implement dark mode ( #2078 )
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* User theme settings
* Initial rough pass on colors
* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
52d170e36c
Mobile responsive template preparation ( #2071 )
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* Mobile responsive template
* Fix sidebar mobile conflict
* Lint fix
2025-04-09 12:42:46 -04:00
Akshay Birajdar
2bc3887262
Fix currency symbol for Uncategorized budget to match budget currency ( #2058 )
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Previously, the symbol for the 'Uncategorized' segment defaulted to `$`, which is incorrect for non-USD budgets. This change ensures the correct currency symbol is shown based on the budget's currency.
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 12:02:05 -04:00
dependabot[bot]
0da057b792
Bump sidekiq from 8.0.1 to 8.0.2 ( #2059 )
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Bumps [sidekiq](https://github.com/sidekiq/sidekiq ) from 8.0.1 to 8.0.2.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md )
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.1...v8.0.2 )
---
updated-dependencies:
- dependency-name: sidekiq
dependency-version: 8.0.2
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:48:14 -04:00
dependabot[bot]
0e1c902b63
Bump selenium-webdriver from 4.30.1 to 4.31.0 ( #2060 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.30.1 to 4.31.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.31.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.31.0
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:53 -04:00
dependabot[bot]
bb0f0239fb
Bump faraday-retry from 2.3.0 to 2.3.1 ( #2061 )
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Bumps [faraday-retry](https://github.com/lostisland/faraday-retry ) from 2.3.0 to 2.3.1.
- [Release notes](https://github.com/lostisland/faraday-retry/releases )
- [Changelog](https://github.com/lostisland/faraday-retry/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday-retry/compare/v2.3.0...v2.3.1 )
---
updated-dependencies:
- dependency-name: faraday-retry
dependency-version: 2.3.1
dependency-type: direct:production
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:46 -04:00
dependabot[bot]
e6c1c5f368
Bump vernier from 1.6.0 to 1.7.0 ( #2062 )
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Bumps [vernier](https://github.com/jhawthorn/vernier ) from 1.6.0 to 1.7.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases )
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.6.0...v1.7.0 )
---
updated-dependencies:
- dependency-name: vernier
dependency-version: 1.7.0
dependency-type: direct:production
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>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:47:36 -04:00
dependabot[bot]
02bbeeaec5
Bump stripe from 13.5.0 to 14.0.0 ( #2063 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.5.0 to 14.0.0.
- [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/v13.5.0...v14.0.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-version: 14.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-08 11:25:49 -04:00
dependabot[bot]
1649e991b4
Bump brakeman from 7.0.1 to 7.0.2 ( #2064 )
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Bumps [brakeman](https://github.com/presidentbeef/brakeman ) from 7.0.1 to 7.0.2.
- [Release notes](https://github.com/presidentbeef/brakeman/releases )
- [Changelog](https://github.com/presidentbeef/brakeman/blob/main/CHANGES.md )
- [Commits](https://github.com/presidentbeef/brakeman/compare/v7.0.1...v7.0.2 )
---
updated-dependencies:
- dependency-name: brakeman
dependency-version: 7.0.2
dependency-type: direct:development
update-type: version-update:semver-patch
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-08 11:00:11 -04:00
Akshay Birajdar
7096eefa2b
Fix transfers#update to save notes ( #2053 )
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2025-04-04 12:15:47 -04:00
Zach Gollwitzer
4c72231312
Update brakeman
2025-04-04 12:15:10 -04:00
Joseph Ho
d86ccd36b6
provider: Ensure data provider exist before fetching for price. ( #2045 )
2025-04-04 12:14:28 -04:00
Zach Gollwitzer
02bfa9f251
Fix AI sidebar overflow when user hasn't enabled or created a chat yet ( #2044 )
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2025-04-01 14:36:34 -04:00
Josh Pigford
f2020a816a
Apparently capitalization matters
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2025-04-01 08:21:46 -05:00
dependabot[bot]
5f2a031d4c
Bump ruby-openai from 8.0.0 to 8.1.0 ( #2036 )
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Bumps [ruby-openai](https://github.com/alexrudall/ruby-openai ) from 8.0.0 to 8.1.0.
- [Release notes](https://github.com/alexrudall/ruby-openai/releases )
- [Changelog](https://github.com/alexrudall/ruby-openai/blob/main/CHANGELOG.md )
- [Commits](https://github.com/alexrudall/ruby-openai/compare/v8.0.0...v8.1.0 )
---
updated-dependencies:
- dependency-name: ruby-openai
dependency-type: direct:production
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>
2025-04-01 09:11:56 -04:00
Zach Gollwitzer
939244bd3e
Use faraday retry, move retry logic to concrete provider level ( #2042 )
2025-04-01 08:41:49 -04:00