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23 commits

Author SHA1 Message Date
Zach Gollwitzer
d75be2282b
New Design System + Codebase Refresh (#1823)
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
2025-02-21 11:57:59 -05:00
Josh Pigford
1620d56e2d Allow connecting a few accounts before upgrade prompt 2025-02-03 09:04:39 -06:00
Jestin Palamuttam
571fc4db75
Replaced Native Scrollbars with Tailwind Scrollbars on Windows (#1493)
* feat: scrollbar styling for windows browsers

* fix: lint
2024-11-22 15:27:07 -05:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes (#1357)
* Clean up env example files

* Fix duplicate category creations

* Fix duplicate tag and merchant creation

* Add initial valuation to imported accounts

* Add upgrade modal prompt

* Don't hide content on billing page

* Add temporary session for new customers

* Lint fixes

* Fix unused translations

* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f
User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Josh Pigford
c7c281073f
Impersonation (#1325)
* Initial impersonation

* Impersonation audit

* Keep super admin separate

* Remove vscode settings

* Comment cleanup

* Comment out impersonation fixtures for now

* Remove unused controlelr

* Add impersonation testing (#1326)

* Add impersonation testing

* Remove unused method

* Update schema.rb

* Update brakeman

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-18 11:26:58 -05:00
Josh Pigford
3893060f8e
Early access (#1272)
* Stubbing in early access

* Styling

* Title tweak

* Early access tweaks

Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point

* Lint
2024-10-09 13:17:58 -05:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)
* Add basic date and time localization

* Normalize translations

* Localize transaction dates

* Removed unsupported Rails locales
2024-10-02 14:02:17 -04:00
Jestin Palamuttam
23786b444a
Fix: Escape button not being handled on settings pages (#1210)
* fix: escape button handler

* feat: location logic for settings page

* fix: linting errors

* fix: linting error

* refactor: settings test
2024-09-30 17:28:15 -04:00
pranavbabu
7ba9830db5
Fix: Omit layout for turbo frames with custom sidebar layout (#1024)
* Define layout method

* Use with_sidebar method

---------

Co-authored-by: Pranav Babu <babu@maindeck.io>
2024-07-26 12:00:41 -04:00
Zach Gollwitzer
ef4be7948a
Implement auto family syncs on login (#1021) 2024-07-25 12:51:50 -04:00
Zach Gollwitzer
e51806b98b
More composable forms (#989)
* Make forms more composable, opt-in to form builder

* Remove unused method

* Simpler money input controls

* Add in new form styling to imports

* Lint fixes

* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Zach Gollwitzer
957584b69c
Clean up sync logic (#871) 2024-06-13 17:03:38 -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
Mattia
315c4bf1ec
Account Sync should happen at login, 1x per day, OR on-demand (#594)
* Add last_sync_date to accounts table

* Always sync Account after Valuation or Transaction creation, update, or deletion.

Skip sync if user clicks "sync" button without changing anything

* Sync user accounts daily based on last_login_at
2024-04-04 17:00:12 -04:00
Jean Moreau
9c9459211f
Implement basic transaction pagination (#531)
* install pagy

* add pagy to controller, display default pagy UI

* display hardcoded custom UI to confirm styling

* implement custom UI with pagy methods

* move pagination into partial

* use lucide icons

* only display pagination if 2 or more pages are available

* add mobile pagination placeholder

* use link_to and display greyed out buttons when no prev or next needed

* sort transactions by date so grouping works appropriately with pagination

* add space between mobile view buttons

* remove debugging
2024-03-08 15:11:58 -05:00
Josh Brown
df3e14a975
Apply default form styling (#272)
* Add and organise component stylesheets

* Revert CSS folder and file structure

* Add FormsHelper and FormBuilder to apply component classes

* Refactor label args

Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Signed-off-by: Josh Brown <josh@joossh.com>

* Update form field styles

* Apply form builder to all fields

* Remove redundant style rules

Some of these were either duplicative or had no effect.

* Apply default submit button styles

* Set default form class

* Fix opacity of input when focused

---------

Signed-off-by: Josh Brown <josh@joossh.com>
Co-authored-by: Jose Farias <31393016+josefarias@users.noreply.github.com>
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-02-09 09:29:31 -06:00
Dwight Watson
23eaa3e066
Split authentication concern from ApplicationController (#289)
* Split authentication concern from ApplicationController

* Remove empty space

* Rubocop fixes
2024-02-04 13:05:13 -06:00
Jose Farias
b3a792c47d
Implement invitation codes 2024-02-02 17:55:27 -06:00
Josh Pigford
55c352e8ef Merge branch 'main' of https://github.com/maybe-finance/maybe 2024-02-02 10:39:17 -06:00
Josh Pigford
3bf7b47040 New bank addition (mostly hashing out STI bits)
Messy and gross. Will get cleaned up in the next couple of commits.
2024-02-02 10:39:16 -06:00
Rob Zolkos
1cc9550c80 Lint files to rubocop omakase standards
root ➜ /workspace (fix-rubocop-issues) $ rubocop
Inspecting 54 files
......................................................

54 files inspected, no offenses detected
2024-02-02 16:07:29 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00