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1052 commits

Author SHA1 Message Date
Zach Gollwitzer
eaa1b6abe0
Update issue templates 2025-03-05 11:01:07 -05:00
Zach Gollwitzer
e384369cfb Adjust graph intervals to show more data
Fixes #1948
2025-03-05 10:20:02 -05:00
Zach Gollwitzer
8d0509fda0 Conditionally show commit sha
Fixes #1951
2025-03-05 10:15:12 -05:00
Zach Gollwitzer
d66c37939a
Update bug_report.md
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-03-05 10:07:29 -05:00
Zach Gollwitzer
cf59fe45e7
Fix ticker filling when Synth is connected (#1950) 2025-03-05 09:30:47 -05:00
Zach Gollwitzer
0544089710
Account-level import configuration templates (#1946)
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* Account-level import configuration templates

* Default import to family's preferred date format
2025-03-04 13:10:01 -05:00
Zach Gollwitzer
5b2fa3d707 Fix commit resolution for Docker builds 2025-03-04 07:50:21 -05:00
Bryan McKnight
cf0e573533
Fix modal closing on color picker drag #1869 (#1931)
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* Replaced data-action click event with data-action mousedown to prevent the modal from hiding on mouse up whenever mouse down starts within the modal

* Changed click events to mousedown within dialog elements to trigger the closing of the element
2025-03-03 16:37:12 -05:00
Zach Gollwitzer
4e96ca8376 Add manual Docker publishing trigger in GH action workflow 2025-03-03 14:34:56 -05:00
Zach Gollwitzer
c5da8ea550
Allow CSV imports to be configured with single or multi-account mode (#1943)
* Allow CSV imports to be configured to a single account or multiple accounts

* Initialize import directly from accounts page

* Fix brakeman warnings

* Fix schema

* Fix Synth check
2025-03-03 12:47:30 -05:00
Zach Gollwitzer
e907b073ed
Fix time period key conflicts (#1944) 2025-03-03 12:47:20 -05:00
Tony Vincent
4c4a4026c4
fix: Bug - Transcation Matching Dialog isn't Opening (#1942)
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2025-03-03 11:34:03 -05:00
Zach Gollwitzer
c95bb082a9
Bump to v0.4.3
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-28 15:11:41 -05:00
Zach Gollwitzer
4d0df9b950
Escape quotations in CSV imports properly (#1929)
* Parse quotes in imports

* Update invalid CSV for test
2025-02-28 12:21:07 -05:00
Zach Gollwitzer
7c66f16750
Invert liability graphs to have correct signage (#1928) 2025-02-28 12:17:25 -05:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet (#1926)
* Simplify provider concerns

* Update tests

* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
Tony Vincent
624faa10d0
fix: Don't show Billings on settings navbar when self-hosted (#1912)
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* Do not show billing settings navbar item when self hosted

* Do not show billing settings navbar item when self hosted

* Add condition to settings helper

* Let Stripe::AuthenticationError bubble up
2025-02-28 09:35:00 -05:00
Zach Gollwitzer
9138bd2b76
Allow offline trade tickers (#1925) 2025-02-28 09:34:14 -05:00
Zach Gollwitzer
882857fcf0
Add transitions to buttons and other common design system elements (#1924) 2025-02-28 09:29:07 -05:00
Zach Gollwitzer
d6793dec05
Fix import configuration form so number format is applied (#1923)
* Fix number format form error when loading import

* Add test to verify import configuration was properly applied
2025-02-28 08:36:57 -05:00
Zach Gollwitzer
e771c8c1df
Fix value wrapping on account balance in sidebar (#1922) 2025-02-28 08:35:14 -05:00
Zach Gollwitzer
58cc09f5ae
Fix bad link in bug template
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-28 08:25:20 -05:00
Zach Gollwitzer
98c842d3b8
Add note about self hosted versions prior to opening bugs 2025-02-28 08:23:46 -05:00
Tony Vincent
fae781e1be
Make tags scrollable again (#1921) 2025-02-28 07:53:05 -05:00
Tony Vincent
8208722247
Feat: Data "reset" button (#1913)
* feat: Allow admins to delete family data

* feat: Allow self-hosting users to delete cached data

* Remove system tests
2025-02-28 07:49:12 -05:00
Harshit Chaudhary
f7064fd4dd
fixed example account balance (#1910)
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2025-02-26 15:13:51 -05:00
Zach Gollwitzer
c610b0ba4b
Dashboard design fixes (#1898)
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* Dashboard design fixes

* Update dashboard greeting

* Remove sidebar toggle from settings breadcrumbs

* Autofocus and outlines for category dropdowns

* Lint fixes
2025-02-25 17:28:40 -05:00
Josh Pigford
a4874815a6
Add breadcrumbs support across application (#1897)
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* Add breadcrumbs support across application

Fixes #1896

* Potential fix for tests

* Simplify breadcrumbs implementation

Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name

* Refactor page header and breadcrumbs rendering

Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs

* Add fallback breadcrumbs rendering to settings layout
2025-02-25 10:14:07 -06:00
Josh Pigford
763e222cdd Add Sentry user context to authentication concern 2025-02-25 08:48:26 -06:00
Josh Pigford
e8390a68d8 Reduce Sentry sampling rates for performance monitoring 2025-02-25 08:44:13 -06:00
Josh Pigford
0e76d753bd Replace StackProf with Vernier for performance profiling 2025-02-25 08:37:51 -06:00
Zach Gollwitzer
f5ff5332d5
Fix parent category sums in budget (#1894)
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2025-02-24 12:51:13 -05:00
Zach Gollwitzer
0dea36ec7d Fix bulk edit drawer height 2025-02-24 12:48:03 -05:00
Syed Bariman Jan
95989a6c9b
Add new category flow (#1857)
* resolve git issue

* Add new category flow

* Improve contrast checker

* make error message small

* update ui to match figma design

* realign color picker

* changes

* rename color picker controller to new category controller

* cleanup code

* cleanup code

* resize and realign icon avatar

* Fix js lint errors

Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>

---------

Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>
2025-02-24 11:08:05 -05:00
dependabot[bot]
ac9703031f
Bump plaid from 36.0.0 to 36.1.0 (#1891)
Bumps [plaid](https://github.com/plaid/plaid-ruby) from 36.0.0 to 36.1.0.
- [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/v36.0.0...v36.1.0)

---
updated-dependencies:
- dependency-name: plaid
  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>
2025-02-24 10:01:41 -05:00
dependabot[bot]
457e7062bf
Bump selenium-webdriver from 4.28.0 to 4.29.1 (#1892)
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.28.0 to 4.29.1.
- [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)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  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>
2025-02-24 10:01:05 -05:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports (#1822)
* Add exchange and currency fields to trade imports

* Add exchange_operating_mic support for trade imports - Added required columns and updated models

* refactor: remove exchange and currency columns

* fix: consolidate import schema and remove redundant columns

* feat: Enhance trade import with exchange_operating_mic support

* Revert changes to existing migration

* Simplify migration to use change method

* Restore previously deleted migration

* Remove unused import_col_labels method

* Update schema.rb after running migrations

* Update trade_import.rb and fix schema.rb with db:migrate:reset

* fix: improve trade import security creation

---------

Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00
Zach Gollwitzer
fd95f8d2bd
Drop linux/arm/v7 support
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linux/arm/v7 is not compatible with the latest Tailwind package + takes a significant amount of time when using buildx.  Most Raspberry Pi OS now run on 64 bit ARM architecture, so we should still have significant coverage with linux/amd + linux/arm builds.

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 17:12:06 -05:00
Zach Gollwitzer
da668f3dc0
Bump to v0.4.1
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 14:19:50 -05:00
Zach Gollwitzer
cc11fec08a
Add git to Dockerfile for self hosted versioning info
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 13:40:16 -05:00
Josh Pigford
ce12e5b5c7 Remove inter-font from early access layout 2025-02-21 11:45:57 -06:00
Zach Gollwitzer
f96bb84c4c
Bump to v0.4.0
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-21 12:39:49 -05:00
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
Zach Gollwitzer
8539ac7dec
Fix import configuration failures (#1876) 2025-02-21 08:58:06 -05:00
Tony Vincent
c620d1fc1e
fix: Ghost subcategories when parent category is deleted (#1874)
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2025-02-20 09:03:30 -05:00
dependabot[bot]
79e1a2c0ff
Bump logtail-rails from 0.2.9 to 0.2.10 (#1866)
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Bumps [logtail-rails](https://github.com/logtail/logtail-ruby-rails) from 0.2.9 to 0.2.10.
- [Release notes](https://github.com/logtail/logtail-ruby-rails/releases)
- [Changelog](https://github.com/logtail/logtail-ruby-rails/blob/main/README.md)
- [Commits](https://github.com/logtail/logtail-ruby-rails/compare/v0.2.9...v0.2.10)

---
updated-dependencies:
- dependency-name: logtail-rails
  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>
2025-02-17 14:43:19 -05:00
dependabot[bot]
e9b29f6726
Bump image_processing from 1.13.0 to 1.14.0 (#1865)
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Bumps [image_processing](https://github.com/janko/image_processing) from 1.13.0 to 1.14.0.
- [Changelog](https://github.com/janko/image_processing/blob/master/CHANGELOG.md)
- [Commits](https://github.com/janko/image_processing/compare/v1.13.0...v1.14.0)

---
updated-dependencies:
- dependency-name: image_processing
  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>
2025-02-17 11:43:04 -05:00
dependabot[bot]
1b1e06070b
Bump plaid from 35.1.0 to 36.0.0 (#1867)
Bumps [plaid](https://github.com/plaid/plaid-ruby) from 35.1.0 to 36.0.0.
- [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/v35.1.0...v36.0.0)

---
updated-dependencies:
- dependency-name: plaid
  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>
2025-02-17 11:42:42 -05:00
Tony Vincent
f35b70e936
fix: Transfers should always total to zero (#1859) 2025-02-17 11:42:30 -05:00
Zach Gollwitzer
8e339dcbe0
Dockerfile fixes
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-02-13 17:24:24 -05:00