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Author SHA1 Message Date
Zach Gollwitzer
d90d35d97b Hosted version notice 2025-07-24 14:28:54 -04:00
Zach Gollwitzer
5baf258a32 Fix transactions tool call for chat 2025-07-24 14:09:30 -04:00
Zach Gollwitzer
bacab94a1b Fix import reverts 2025-07-24 11:41:42 -04:00
Zach Gollwitzer
7698ec03b9 Fix rule toggles 2025-07-24 11:30:40 -04:00
Zach Gollwitzer
0329a5f211
Data exports (#2517) 
* Import / export UI

* Data exports

* Lint fixes, brakeman update
 2025-07-24 10:50:05 -04:00
Zach Gollwitzer
b7c56e2fb7 Test fixes
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2025-07-23 20:00:32 -04:00
Zach Gollwitzer
764164cf57
[claudesquad] update from 'transaction-page-filter-tweaks' on 23 Jul 25 18:27 EDT (#2513) 2025-07-23 18:37:31 -04:00
Zach Gollwitzer
ef49268278
[claudesquad] update from 'totals-rounding-and-sum' on 23 Jul 25 18:30 EDT (#2514) 2025-07-23 18:37:05 -04:00
Zach Gollwitzer
527a6128b6 Fix budget navigation to allow selecting previous months 
- Allow going back 2 years minimum even without entries
- Update oldest_valid_budget_date to use min of entry date or 2 years ago
- Add comprehensive tests for budget date validation
- Fixes issue where users couldn't select prior budget months
 2025-07-23 18:26:04 -04:00
Zach Gollwitzer
32ec57146e
Fix form submission triggers (#2512) 2025-07-23 18:21:37 -04:00
Zach Gollwitzer
f7f6ebb091
Use new balance components in activity feed (#2511) 
* Balance reconcilations with new components

* Fix materializer and test assumptions

* Fix investment valuation calculations and recon display

* Lint fixes

* Balance series uses new component fields
 2025-07-23 18:15:14 -04:00
Juliano Julio Costa
3f92fe0f6f
Relax API rate limits for self-hosted deployments (#2465)
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- Introduced NoopApiRateLimiter to effectively disable API rate limiting for self-hosted mode.
- Updated ApiRateLimiter to delegate to NoopApiRateLimiter when running self-hosted.
- Increased Rack::Attack throttle limits significantly for self-hosted deployments.
- Added tests for NoopApiRateLimiter to ensure correct behavior.
- This allows self-hosted users to make more API requests without restriction, while keeping stricter limits for SaaS deployments.
 2025-07-23 10:10:11 -04:00
Zach Gollwitzer
da2045dbd8
Additional cache columns on balances for activity view breakdowns (#2505) 
* Initial schema iteration

* Add new balance components

* Add existing data migrator to backfill components

* Update calculator test assertions for new balance components

* Update flow assertions for forward calculator

* Update reverse calculator flows assumptions

* Forward calculator tests passing

* Get all calculator tests passing

* Assert flows factor
 2025-07-23 10:06:25 -04:00
Akshay Birajdar
347c0a7906
feat: Only show active accounts for transaction form (#2484)
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2025-07-22 06:21:00 -04:00
Zach Gollwitzer
321a343df4 Fix title for activity feed
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2025-07-19 13:22:56 -04:00
Zach Gollwitzer
e8eb32d2ae
Start and end balance breakdown in activity view (#2466)
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* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class
 2025-07-18 17:56:25 -04:00
Zach Gollwitzer
ab6fdbbb68
Component namespacing (#2463)
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* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT

* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT

* Update stimulus controller references to use namespace

* Fix remaining tests
 2025-07-18 08:30:00 -04:00
Zach Gollwitzer
d5b147f2cd
Add indexes to core models (#2464) 
* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:03 EDT

* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:09 EDT
 2025-07-18 08:19:44 -04:00
Zach Gollwitzer
8c97c9d31a
Consolidate and simplify account pages (#2462)
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* Remove ScrollFocusable

* Consolidate and simplify account pages

* Lint fixes

* Fix tab param initialization

* Remove stale files

* Remove stale route, make accountable routes clearer
 2025-07-18 05:52:18 -04:00
Zach Gollwitzer
3eea5a9891
Add auto-update strategies for current balance on manual accounts (#2460)
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* Add auto-update strategies for current balance on manual accounts

* Remove deprecated BalanceUpdater, replace with new methods
 2025-07-17 06:49:56 -04:00
Zach Gollwitzer
52333e3fa6
Add reconciliation manager (#2459)
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* Add reconciliation manager

* Fix notes editing
 2025-07-16 11:31:47 -04:00
Zach Gollwitzer
89cc64418e
Add confirmation dialog for balance reconciliation creates and updates (#2457)
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2025-07-15 18:58:40 -04:00
Zach Gollwitzer
c1d98fe73b
Start and end balance anchors for historical account balances (#2455)
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* Add kind field to valuation

* Fix schema conflict

* Add kind to valuation

* Scaffold opening balance manager

* Opening balance manager implementation

* Update account import to use opening balance manager + tests

* Update account to use opening balance manager

* Fix test assertions, usage of current balance manager

* Lint fixes

* Add Opening Balance manager, add tests to forward calculator

* Add credit card to "all cash" designation

* Simplify valuation model

* Add current balance manager with tests

* Add current balance logic to reverse calculator and plaid sync

* Tweaks to initial calc logic

* Ledger testing helper, tweak assertions for reverse calculator

* Update test assertions

* Extract balance transformer, simplify calculators

* Algo simplifications

* Final tweaks to calculators

* Cleanup

* Fix error, propagate sync errors up to parent

* Update migration script, valuation naming
 2025-07-15 11:42:41 -04:00
Zach Gollwitzer
9110ab27d2
Centralize entry naming (#2454)
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* Centralize entry naming

* Lint fixes, code style
 2025-07-10 18:40:38 -04:00
Zach Gollwitzer
afbfb474c2 Remove rate limit for api test cases 2025-07-10 16:04:36 -04:00
Zach Gollwitzer
fe8aebe920 Don't raise on invalid demo data 2025-07-10 16:01:47 -04:00
Zach Gollwitzer
188126d402 Fix activity view "new" button styles 2025-07-10 15:30:22 -04:00
Ezra Adeyinka
1a2d973f4b
chore: fix armenian dram incorrect symbol (#2451) 2025-07-10 12:39:25 -04:00
Josh Pigford
a91441bcc8 Remove old unique index on device_id in mobile_devices migration to allow multiple users to share the same device.
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2025-07-09 09:22:51 -05:00
Josh Pigford
8d0c1c5a56 Update database schema: increment version to 2025_07_02_173231, modify virtual column definition for classification, and add new indexes for entries and exchange rates. 2025-07-09 09:20:56 -05:00
dependabot[bot]
e848db2aa1
Bump sidekiq from 8.0.4 to 8.0.5 (#2441)
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---
updated-dependencies:
- dependency-name: sidekiq
  dependency-version: 8.0.5
  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>
 2025-07-07 16:39:36 -04:00
dependabot[bot]
e7043328e4
Bump pagy from 9.3.4 to 9.3.5 (#2444) 
---
updated-dependencies:
- dependency-name: pagy
  dependency-version: 9.3.5
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:39:19 -04:00
dependabot[bot]
d77c683d59
Bump faraday from 2.13.1 to 2.13.2 (#2442) 
---
updated-dependencies:
- dependency-name: faraday
  dependency-version: 2.13.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

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 2025-07-07 16:28:24 -04:00
dependabot[bot]
aaf24e1309
Bump stripe from 15.2.1 to 15.3.0 (#2445) 
---
updated-dependencies:
- dependency-name: stripe
  dependency-version: 15.3.0
  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>
 2025-07-07 16:25:31 -04:00
dependabot[bot]
f9b131a5db
Bump faker from 3.5.1 to 3.5.2 (#2448) 
---
updated-dependencies:
- dependency-name: faker
  dependency-version: 3.5.2
  dependency-type: direct:development
  update-type: version-update:semver-patch
...

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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:22:10 -04:00
dependabot[bot]
a63d36d10c
Bump sentry-rails from 5.25.0 to 5.26.0 (#2447) 
---
updated-dependencies:
- dependency-name: sentry-rails
  dependency-version: 5.26.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

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Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:22:01 -04:00
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing (#2427)
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* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
 2025-07-03 09:33:07 -04:00
Eran Avidor
ba7e8d3893
Fix/design system violations (#2422)
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* fix: replace hardcoded bg-white with bg-container in notification notice

* fix: replace hardcoded text-white with fg-inverse in notification CTA

* fix: replace hardcoded text-white with fg-inverse in text tooltip

* fix: replace hardcoded bg-gray-900 text-white with bg-inverse fg-inverse in invitations form

* fix: replace hardcoded bg-gray-800 text-white with bg-inverse fg-inverse in AI consent form

* fix: replace hardcoded text-white with fg-inverse in changelog page

* fix: replace hardcoded text-white and border-gray-500 with fg-inverse and border-secondary in investment tooltip

* fix: replace hardcoded text-white with fg-inverse in holdings missing price tooltip

* fix: replace hardcoded text-white and bg-gray-400 with fg-inverse and bg-surface-inset in settings profiles

* fix: replace hardcoded bg-orange-500 text-white with bg-yellow-600 fg-inverse in settings hosting danger zone

---------

Co-authored-by: Eran Avidor <eavidor@Eran-Avidor-MBP.lan>
 2025-07-01 13:53:36 -04:00
Zach Gollwitzer
65329b333d Fix settings labels
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Fixes #2424
 2025-06-30 10:22:37 -04:00
dependabot[bot]
0974783a6b
Bump selenium-webdriver from 4.33.0 to 4.34.0 (#2425) 
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.33.0 to 4.34.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.33.0...selenium-4.34.0)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  dependency-version: 4.34.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
...

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 2025-06-30 09:29:20 -04:00
dependabot[bot]
48f792c20e
Bump jwt from 2.10.1 to 2.10.2 (#2426) 
Bumps [jwt](https://github.com/jwt/ruby-jwt) from 2.10.1 to 2.10.2.
- [Release notes](https://github.com/jwt/ruby-jwt/releases)
- [Changelog](https://github.com/jwt/ruby-jwt/blob/main/CHANGELOG.md)
- [Commits](https://github.com/jwt/ruby-jwt/compare/v2.10.1...v2.10.2)

---
updated-dependencies:
- dependency-name: jwt
  dependency-version: 2.10.2
  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>
 2025-06-30 09:29:00 -04:00
Zach Gollwitzer
869462a9a5 Dynamic y-axis baseline value for chart scales
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2025-06-27 12:57:23 -04:00
Zach Gollwitzer
e4a82d85e8
Properly handle Plaid investment account transfers (#2420)
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2025-06-27 10:50:45 -04:00
Zach Gollwitzer
18148acd69
Fix chart scale issues (#2418)
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2025-06-26 18:59:11 -04:00
Zach Gollwitzer
8db95623cf
Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) 
* Handle reverse calculator starting portfolio generation correctly

* Fix current_holdings to handle different dates and hide zero quantities

- Use DISTINCT ON to get most recent holding per security instead of assuming same date
- Filter out zero quantity holdings from UI display
- Maintain cash display regardless of zero balance
- Use single efficient query with proper Rails syntax

* Continue to process holdings even if one is not resolvable

* Lint fixes
 2025-06-26 16:57:17 -04:00
Zach Gollwitzer
e60b5df442
Handle bad API data for trade quantity signage (#2416)
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2025-06-26 09:54:25 -04:00
Zach Gollwitzer
f3ab4a27ee
Fix credit card balance history (#2414)
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2025-06-25 17:03:53 -04:00
Zach Gollwitzer
4b50acff2b
Replace sync spinners with pulse animation (#2413) 
* Replace sync spinners with pulse animation

* Remove dev code
 2025-06-25 16:51:30 -04:00
Joseph Ho
637d630388
transfer: Support transfers of different currencies between accounts. (#2243) 
Fixes part of #1852.

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2025-06-25 16:34:18 -04:00
Zach Gollwitzer
72a0f87a9c
Fix race condition in sync status monitor (#2412) 
Move family timestamp update to after_commit callback to ensure
database visibility before cache invalidation
 2025-06-25 15:23:15 -04:00