Marvin M
df5f4c83fe
fix: Save completely allocated budget ( #1811 )
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Signed-off-by: Marvin M <39344769+M123-dev@users.noreply.github.com>
2025-02-05 13:20:19 -05:00
Josh Pigford
e3ef1dd6b4
Increase profile image size limit
2025-02-05 12:04:24 -06:00
Josh Pigford
4aba9d1c0b
Add scope to filter transactions from active accounts ( #1810 )
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* Add scope to filter transactions from active accounts
* Add test for transfer match candidates with active accounts
* Refactor active account filtering for transactions and entries
2025-02-05 11:52:44 -06:00
Josh Pigford
cf014bc24f
Reduce Sentry sample rate
2025-02-05 11:33:59 -06:00
Josh Pigford
90f1ff8a0b
Increase limit on ticker search
2025-02-05 11:02:12 -06:00
Josh Pigford
b84a33c09d
Refactor transaction enrichment to support batch processing ( #1803 )
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* Refactor transaction enrichment to support batch processing
- Add method to enrich transactions in batches
- Implement job scheduling for unenriched transactions
- Improve logging and error handling for transaction enrichment
* Re-enable enrichment
* Fix transaction enrichment query to use correct table references
- Update queries to explicitly join and reference account_entries and account_transactions tables
- Remove unnecessary name presence check before enrichment
- Improve query precision for unenriched transaction selection
* Optimize transaction enrichment query joins
- Refactor database joins to use explicit table references
- Improve query performance for unenriched transaction selection
- Ensure correct table aliasing in enrichment methods
* Remove deprecated data enrichment job and method
- Delete EnrichDataJob as it's no longer used
- Remove `enrich_data_later` method from Account model
- Update Account::Syncer to directly call `enrich_data` instead of scheduling a job
2025-02-05 10:34:28 -06:00
Zach Gollwitzer
abd932c894
Update issue templates
2025-02-05 10:57:33 -05:00
Zach Gollwitzer
5b083c9e33
Fix budget allocation forms from resetting and clearing data on slow networks ( #1804 )
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* First pass
* Fix null constraint bug for budget category assignment
* Fix autofocus reset when allocating budget
* Lint fix
2025-02-05 09:09:38 -05:00
Josh Pigford
f498212b2d
Add migration generation guideline to project conventions
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2025-02-04 20:25:19 -06:00
Saleh Almatrafi
37aab45c19
Fix incorrect currency assignment for stock prices #1623 ( #1798 )
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2025-02-04 14:27:00 -05:00
Zach Gollwitzer
c9c5eb315a
Split family and Plaid item syncs into multiple jobs ( #1799 )
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* Split family and Plaid item syncs into multiple jobs
* fix test expectations
2025-02-04 14:22:44 -05:00
Zach Gollwitzer
75c8627577
Temporarily disable data enrichment jobs until optimized
2025-02-04 13:54:14 -05:00
Zach Gollwitzer
15e8281d46
Remove thread allocation from catch-all queue
2025-02-04 13:39:52 -05:00
Zach Gollwitzer
283d9cd8e2
Fix GoodJob config syntax
2025-02-04 13:29:27 -05:00
Zach Gollwitzer
3e06017ae1
Use correct config scope for GoodJob
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-04 13:21:10 -05:00
Josh Pigford
058830591f
Increase database connection pool size
2025-02-04 12:07:46 -06:00
Josh Pigford
32d826c047
Increase good_job threads
2025-02-04 12:06:05 -06:00
Josh Pigford
bdec61f312
Improve HoldingCalculator Security Preloading
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- Include securities from both trades and current holdings
- Ensure unique securities are preloaded
- Enhance logging for preloaded securities
2025-02-04 11:02:50 -06:00
Zach Gollwitzer
9c846e7de4
Fix crypto.randomUUID errors when adding holdings ( #1795 )
2025-02-04 11:35:50 -05:00
Josh Pigford
4c158934d0
Improve Security Price Loading with Robust Error Handling
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- Add error handling for individual security price loading
- Log detailed error information for problematic securities
- Prevent single security errors from halting entire price loading process
- Enhance logging with more specific security identification details
2025-02-03 19:57:58 -06:00
Josh Pigford
50e5ffb257
Enhance HoldingCalculator with Logging and Error Handling
2025-02-03 19:54:32 -06:00
Josh Pigford
983729cbdf
Logtail
2025-02-03 19:49:41 -06:00
Zach Gollwitzer
89027f1fbf
EU only allows transactions Plaid product
2025-02-03 20:39:08 -05:00
Zach Gollwitzer
2a338eb01b
Cursor rules and project design overview ( #1788 )
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* Add cursor rules directory
* Complete project design rules
2025-02-03 19:30:03 -05:00
scodes73
f57fa526af
Fix: make date format year consistent overall #1712 ( #1726 )
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* 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
2025-02-03 11:19:56 -05:00
Jacco Broeren
b02380ac97
Fix: unable to add accounts without plain set up ( #1769 )
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* Update family.rb
Fix for: https://github.com/maybe-finance/maybe/issues/1766
Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>
* Update family.rb
Add commenting.
Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>
---------
Signed-off-by: Jacco Broeren <jaccobroeren@freedom.nl>
2025-02-03 11:18:49 -05:00
dependabot[bot]
550991e240
Bump sentry-rails from 5.22.2 to 5.22.3 ( #1772 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.2 to 5.22.3.
- [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/5.22.2...5.22.3 )
---
updated-dependencies:
- dependency-name: sentry-rails
dependency-type: direct:production
update-type: version-update:semver-patch
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-03 10:49:13 -05:00
Josh Pigford
4a768d0358
Clean up timezone selector
2025-02-03 09:46:40 -06:00
Josh Pigford
a1065fde83
Updated "small" image variant for retina
2025-02-03 09:08:43 -06:00
dependabot[bot]
f63aea7f87
Bump sentry-ruby from 5.22.2 to 5.22.3 ( #1773 )
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Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby ) from 5.22.2 to 5.22.3.
- [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/5.22.2...5.22.3 )
---
updated-dependencies:
- dependency-name: sentry-ruby
dependency-type: direct:production
update-type: version-update:semver-patch
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-03 10:05:52 -05:00
dependabot[bot]
872a480c0f
Bump puma from 6.5.0 to 6.6.0 ( #1774 )
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Bumps [puma](https://github.com/puma/puma ) from 6.5.0 to 6.6.0.
- [Release notes](https://github.com/puma/puma/releases )
- [Changelog](https://github.com/puma/puma/blob/master/History.md )
- [Commits](https://github.com/puma/puma/compare/v6.5.0...v6.6.0 )
---
updated-dependencies:
- dependency-name: puma
dependency-type: direct:production
update-type: version-update:semver-minor
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-03 10:05:40 -05:00
Josh Pigford
1620d56e2d
Allow connecting a few accounts before upgrade prompt
2025-02-03 09:04:39 -06:00
dependabot[bot]
c1e48bd3c9
Bump plaid from 35.0.0 to 35.1.0 ( #1776 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 35.0.0 to 35.1.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v35.0.0...v35.1.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-type: direct:production
update-type: version-update:semver-minor
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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-02-03 09:51:15 -05:00
dependabot[bot]
4c083fec0a
Bump stripe from 13.4.0 to 13.4.1 ( #1777 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.4.0 to 13.4.1.
- [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/v13.4.0...v13.4.1 )
---
updated-dependencies:
- dependency-name: stripe
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>
2025-02-03 09:51:02 -05:00
Zach Gollwitzer
2c2b600163
Improve speed of transactions page ( #1752 )
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* Make demo data more realistic
* Fix N+1 transactions query
* Lint fixes
* Totals query
* Consolidate stats calcs
* Fix preload
* Fix filter clearing
* Fix N+1 queries for family sync detection
* Reduce queries for rendering transfers
* Fix tests
* Remove flaky test
2025-01-31 19:08:21 -05:00
Zach Gollwitzer
53f4b32c33
Fix EU plaid flow ( #1761 )
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* Fix EU plaid flow
* Fix failing tests
2025-01-31 17:04:26 -05:00
Josh Pigford
4bf72506d5
Initial pass at Plaid EU ( #1555 )
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* 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
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-01-31 12:13:58 -06:00
Josh Pigford
41873de11d
Allow users to update their email address ( #1745 )
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* 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
2025-01-31 11:29:49 -06:00
Josh Pigford
46e86a9a11
Pass in user role to Intercom
2025-01-31 10:34:20 -06:00
Julien Bertazzo Lambert
ad5b0b8b7d
Ensure Consistent Category Colors ( #1722 )
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* 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
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Signed-off-by: Julien Bertazzo Lambert <42924425+JLambertazzo@users.noreply.github.com>
2025-01-30 16:49:31 -05:00
Zach Gollwitzer
ded42a8c33
Add back txn logos
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This reverts commit b78fd1d755
2025-01-30 15:31:16 -05:00
Zach Gollwitzer
b78fd1d755
Temporarily disable txn logos for performance
2025-01-30 14:17:25 -05:00
Josh Pigford
0696e1f2f7
Add/remove members and invitations ( #1744 )
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* Add/remove members and invitations
* Lint
2025-01-30 13:13:37 -06:00
Zach Gollwitzer
282c05345d
Preserve transaction filters and transaction focus across page visits ( #1733 )
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* Preserve transaction filters across page visits
* Preserve params when per_page is updated
* Autofocus selected transactions
* Lint fixes
* Fix syntax error
* Fix filter clearing
* Update e2e tests for new UI
* Consolidate focus behavior into concern
* Lint fixes
2025-01-30 14:12:01 -05:00
Elvis Serrão
0b17976256
Don't allow a subcategory to be assigned to another subcategory to ensure 1 level of nesting max ( #1730 )
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* 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 866140c196c6bf21490f
2025-01-30 12:35:30 -05:00
Zach Gollwitzer
3b0f8ae8c2
Only build armv7 on official releases ( #1732 )
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2025-01-28 14:08:04 -05:00
Zach Gollwitzer
247d91b99d
Lazy load synth logos ( #1731 )
2025-01-28 12:03:43 -05:00
Zach Gollwitzer
d428a1f954
Bump to Ruby 3.4.1 ( #1721 )
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2025-01-27 19:59:16 -05:00
Jestin Palamuttam
8256d116dd
fix: category update sync ( #1720 )
2025-01-27 19:58:45 -05:00
Zach Gollwitzer
de90b29201
Add RejectedTransfer model, simplify auto matching ( #1690 )
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* Allow transfers to match when inflow is after outflow
* Simplify transfer auto matching with RejectedTransfer model
* Validations
* Reset migrations
2025-01-27 16:56:46 -05:00
