Docker/Maybe
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Author SHA1 Message Date
Zach Gollwitzer
dcf5ab233a Transaction processor test cases 2025-05-23 15:29:04 -04:00
Zach Gollwitzer
296dcd7f26 Transaction processor test cases 2025-05-23 13:59:01 -04:00
Zach Gollwitzer
4d9f86d073 Handle dates in student loan processor correctly 2025-05-23 12:34:32 -04:00
Zach Gollwitzer
1f662cb1a9 Liability processor test cases 2025-05-23 12:34:16 -04:00
Zach Gollwitzer
c1f6ea4759 Plaid type mapping tests 2025-05-23 12:16:30 -04:00
Zach Gollwitzer
ef2ba0e54e Plaid balance calculator test cases 2025-05-23 11:29:23 -04:00
Zach Gollwitzer
be5de57d5a Account processor test cases 2025-05-23 10:25:02 -04:00
Zach Gollwitzer
43add44b06 Plaid balance calculator improvements 2025-05-23 08:39:17 -04:00
Zach Gollwitzer
df5f926a0e complete plaid processors first pass 2025-05-22 22:58:57 -04:00
Zach Gollwitzer
d8b44ae937 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements 2025-05-22 16:24:50 -04:00
Zach Gollwitzer
c7d9c94489 Add back schema migration for unique securities
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2025-05-22 16:11:22 -04:00
Zach Gollwitzer
fcdc42760d Tweak dup securities data migration 2025-05-22 16:02:34 -04:00
Zach Gollwitzer
19804d2b05 temp: remove schema migration 2025-05-22 15:39:45 -04:00
Zach Gollwitzer
fe24117c50 Stronger security unique index and data migration 
Note to self hosters:

If you started self hosting prior to this commit, you may have duplicate securities in your database.

This is usually not a problem, but if you'd like to clean things up, you can run the data migration
by opening a terminal on the machine you're hosting with and running:

```sh
rake data_migration:migrate_duplicate_securities
```
 2025-05-22 15:15:07 -04:00
Zach Gollwitzer
b8687a7d60 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements 2025-05-22 12:44:23 -04:00
Zach Gollwitzer
e4ee06c9f6
Security resolver and health checker (#2281) 
* Setup health check

* Security health checker cron

* Use resolver throughout codebase

* Use resolver for trade builder

* Add security health checks to schedule

* Handle no provider

* Lint fixes
 2025-05-22 12:43:24 -04:00
Luan Estradioto
857436d894
fix: mobile responsive category color picker (#2280) 
* fix: mobile responsiveness on category picker popup

* fix: mobile responsiveness on category picker popup
 2025-05-22 11:50:12 -04:00
Luan Estradioto
092350f1f8
Feat: Mobile Settings menu with preserve scroll + scroll on connect (#2278) 
* feat: preserve scroll and scroll on connect, better responsive mobile settings menu

* Update app/javascript/controllers/scroll_on_connect_controller.js

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/javascript/controllers/scroll_on_connect_controller.js

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2025-05-22 11:46:57 -04:00
Alex Hatzenbuhler
b719a8b80d
Add new ai chat button, tweak ai navigation (#2272) 
* Add new chat button

* Tweak chat navigation

* Fix chat nav padding on new chat

* Make the button nicer

* Fix bad tailwind class

* Use menu icon instead of left

* Fix path
 2025-05-22 11:38:05 -04:00
Alex Hatzenbuhler
a71b62575c
UI Fixes (#2276) 
* Use rounded-full on budget allocation bar

* Fix backgrounds when balance sheet groups are open

* Add rulers between accounts and classification groups in balance sheet and account groups views.
 2025-05-22 11:35:55 -04:00
Luan Estradioto
2fbd6cbc5d
fix: remove transaction form controller (#2279) 2025-05-22 11:30:33 -04:00
Josh Pigford
a7438e5c78 Add country_code attribute to Security model and related classes
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* Update Security model to include country_code in the data definition.
* Modify Provider::SecurityConcept to define country_code for security.
* Enhance Provider::Synth to extract country_code from security data.
* Update Security::Provided to include country_code when creating security instances.
* Adjust Security::SynthComboboxOption to add country_code as an attribute.
* Revise combobox_security partial to conditionally display country flag and code.
 2025-05-22 09:45:08 -05:00
Josh Pigford
fd3b583737 Update subscription upgrade view to replace settings button with account settings link for improved clarity and navigation. 2025-05-22 08:46:57 -05:00
Josh Pigford
34b3e4ae20 Add settings button to subscription upgrade view
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2025-05-21 14:38:55 -05:00
Alex Hatzenbuhler
8070986763
Standardize corners, backgrounds, and borders (#2271)
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* Create shared ruler view

* Use collection rendering/spacer templates for rules, and new shared_ruler

* Use shared ruler for all the places a ruler is used

* Use shared ruler for imports and balance sheet

* Fix brakeman by using a static partial with a defined collection

* Standardize & improve a bunch of corners, fix some backgrounds, fix merchants for dark mode

* Update balance sheet

* misc cleanup

* Fix import table

* Remove middot
 2025-05-21 10:28:56 -04:00
Zach Gollwitzer
31eafbf578 Checkpoint 2025-05-21 07:20:49 -04:00
Josh Pigford
3d2213b760 Enhance cash flow dashboard to handle empty data scenarios. Update Sankey diagram rendering to conditionally display a placeholder message when no cash flow data is available, improving user experience and clarity. 2025-05-21 05:34:42 -05:00
Josh Pigford
cc9a75ee28 Refactor expense processing in Sankey diagram to include only top-level categories. Simplify node addition and link creation for improved readability and maintainability.
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2025-05-20 20:43:31 -05:00
Zach Gollwitzer
3bd7baf2f5 Plaid product processors 2025-05-20 19:03:37 -04:00
Alex Hatzenbuhler
443b834b46
Create shared ruler and standardize across views (#2240)
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* Create shared ruler view

* Use collection rendering/spacer templates for rules, and new shared_ruler

* Use shared ruler for all the places a ruler is used

* Use shared ruler for imports and balance sheet

* Fix brakeman by using a static partial with a defined collection

* Update balance sheet
 2025-05-20 15:13:18 -04:00
Josh Pigford
868d4ede6e
Sankey Diagram (#2269) 
* Enhance cash flow dashboard with new cash flow period handling and improved Sankey diagram rendering. Update D3 and related dependencies for better performance and features.

* Fix Rubocop offenses

* Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes.
 2025-05-20 13:31:05 -05:00
Zach Gollwitzer
4069dc0ec6 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements 2025-05-20 14:01:51 -04:00
Zach Gollwitzer
caf35701ef Fix Docker builds after package updates 2025-05-20 14:00:31 -04:00
Zach Gollwitzer
67e5705905 Finish account processor 2025-05-20 13:52:36 -04:00
Zach Gollwitzer
13b1560438 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements 2025-05-20 12:33:03 -04:00
Zach Gollwitzer
94a807c3c9 Encapsulate enrichment actions, add tests 2025-05-20 11:33:35 -04:00
Zach Gollwitzer
dd605a577e Bump ruby to 3.4.4
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2025-05-20 09:09:10 -04:00
Zach Gollwitzer
d3a0e98b02 Add initial processing 2025-05-20 08:37:17 -04:00
Zach Gollwitzer
fa6e5ff595 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements 2025-05-19 16:45:51 -04:00
Zach Gollwitzer
137219c121 Fix attribute locking namespace conflict, duplicate syncs
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2025-05-19 16:39:31 -04:00
Zach Gollwitzer
ab5bce3462 Fix provider guards for start price 2025-05-19 15:19:41 -04:00
Zach Gollwitzer
ed9d9d6335 Test raw payloads on plaid accounts 2025-05-19 14:35:23 -04:00
dependabot[bot]
a262a749fe
Bump ruby-lsp-rails from 0.4.2 to 0.4.3 (#2262) 
Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.4.2 to 0.4.3.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases)
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.2...v0.4.3)

---
updated-dependencies:
- dependency-name: ruby-lsp-rails
  dependency-version: 0.4.3
  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>
 2025-05-19 13:39:48 -04:00
dependabot[bot]
7e7ae31216
Bump sidekiq-cron from 2.2.0 to 2.3.0 (#2261) 
Bumps [sidekiq-cron](https://github.com/ondrejbartas/sidekiq-cron) from 2.2.0 to 2.3.0.
- [Release notes](https://github.com/ondrejbartas/sidekiq-cron/releases)
- [Changelog](https://github.com/sidekiq-cron/sidekiq-cron/blob/master/CHANGELOG.md)
- [Commits](https://github.com/ondrejbartas/sidekiq-cron/compare/v2.2.0...v2.3.0)

---
updated-dependencies:
- dependency-name: sidekiq-cron
  dependency-version: 2.3.0
  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>
 2025-05-19 13:39:41 -04:00
dependabot[bot]
efdd03cfe7
Bump vernier from 1.7.0 to 1.7.1 (#2260) 
Bumps [vernier](https://github.com/jhawthorn/vernier) from 1.7.0 to 1.7.1.
- [Release notes](https://github.com/jhawthorn/vernier/releases)
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.7.0...v1.7.1)

---
updated-dependencies:
- dependency-name: vernier
  dependency-version: 1.7.1
  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>
 2025-05-19 13:34:11 -04:00
Alex Hatzenbuhler
1b4577e21e
Fix subconditions and condition group form (#2256) 2025-05-19 13:34:02 -04:00
dependabot[bot]
e569ad0a8c
Bump sentry-sidekiq from 5.23.0 to 5.24.0 (#2265) 
Bumps [sentry-sidekiq](https://github.com/getsentry/sentry-ruby) from 5.23.0 to 5.24.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases)
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.23.0...5.24.0)

---
updated-dependencies:
- dependency-name: sentry-sidekiq
  dependency-version: 5.24.0
  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>
 2025-05-19 13:32:06 -04:00
dependabot[bot]
6f68d66eda
Bump bootsnap from 1.18.4 to 1.18.6 (#2266) 
Bumps [bootsnap](https://github.com/Shopify/bootsnap) from 1.18.4 to 1.18.6.
- [Changelog](https://github.com/Shopify/bootsnap/blob/main/CHANGELOG.md)
- [Commits](https://github.com/Shopify/bootsnap/compare/v1.18.4...v1.18.6)

---
updated-dependencies:
- dependency-name: bootsnap
  dependency-version: 1.18.6
  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>
 2025-05-19 13:31:56 -04:00
Zach Gollwitzer
1ec3b594f2 Stub Plaid env in test 2025-05-19 13:31:43 -04:00
Zach Gollwitzer
65a49ed833 Remove transactions vcr test due to verbosity 2025-05-19 13:24:42 -04:00