Maybe

mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-09 15:35:22 +02:00

Author	SHA1	Message	Date
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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * 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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	2025-05-21 14:38:55 -05:00
Alex Hatzenbuhler	8070986763	Standardize corners, backgrounds, and borders (#2271 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * 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. Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	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 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * 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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	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 Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details	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
Zach Gollwitzer	8683026519	First pass at Plaid sync v2	2025-05-19 13:03:03 -04:00
Zach Gollwitzer	b970a6b41d	Basic plaid VCR tests	2025-05-19 11:43:22 -04:00
Zach Gollwitzer	0a1d4fca3d	Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements	2025-05-19 10:08:13 -04:00
Zach Gollwitzer	7b26d9a4d4	Sketch out Plaid provider tests	2025-05-19 09:55:16 -04:00
Zach Gollwitzer	e26e5c5aec	Auto sync preference, max limit on account CSV imports (#2259 ) Some checks are pending Publish Docker image / ci (push) Waiting to run Details Publish Docker image / Build docker image (push) Blocked by required conditions Details * Auto sync preference, max limit on account CSV imports * MaxRowCountExceededError	2025-05-18 15:02:51 -04:00

1 2 3 4 5 ...

1310 commits