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1077-bug-error-when-creating-transactions-for-investment-account

1087-feature-support-multi-currency-syncing-for-investment-account-portfolios

1615-pre-load-exchange-rates-and-security-prices-in-the-background

1888-bug-debts-not-summed-correctly-for-account-balances

1948-some-graph-periods-are-not-reporting-enough-points-daily-vs-monthly-data

863-improvement-allow-user-to-configure-date-and-amount-format-during-transaction-imports

main

missing-securities-error

zachgoll/ai-skeleton

zachgoll/budgeting

zachgoll/entry-drawer-form-behavior

zachgoll/maybe-872-budgets-no-longer-allow-user-to-go-back-to-previous-months

zachgoll/maybe-902-add-anchor-fields-to-valuation

zachgoll/partial-syncs

zachgoll/security-price-fix

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v0.1.0

v0.1.0-alpha.1

v0.1.0-alpha.10

v0.1.0-alpha.11

v0.1.0-alpha.12

v0.1.0-alpha.13

v0.1.0-alpha.14

v0.1.0-alpha.15

v0.1.0-alpha.16

v0.1.0-alpha.17

v0.1.0-alpha.18

v0.1.0-alpha.2

v0.1.0-alpha.3

v0.1.0-alpha.4

v0.1.0-alpha.5

v0.1.0-alpha.6

v0.1.0-alpha.7

v0.1.0-alpha.8

v0.1.0-alpha.9

v0.2.0

v0.2.0-alpha.1

v0.2.0-alpha.2

v0.3.0

v0.4.0

v0.4.1

v0.4.2

v0.4.3

v0.5.0

v0.6.0

2a505b000c Fix for unnecessary CSS file Josh Pigford 2025-03-28 15:35:26 -05:00
36a66baf00 Slight adjustments to AI prompt Josh Pigford 2025-03-28 15:30:11 -05:00
67716f3006 Add default queue as fallback Zach Gollwitzer 2025-03-28 13:29:56 -04:00
1061aacb0f Set AI queue Zach Gollwitzer 2025-03-28 13:27:50 -04:00
2f6b11c18f

Personal finance AI (v1) (#2022) Zach Gollwitzer 2025-03-28 13:08:22 -04:00
c03b8d53bc Provider data boundaries Zach Gollwitzer 2025-03-27 18:44:20 -04:00
94a3a87c7e Centralize provider error handling Zach Gollwitzer 2025-03-27 16:12:03 -04:00
b31e8990a1 Get tests working with streaming responses Zach Gollwitzer 2025-03-27 14:33:15 -04:00
05add6f4b3 Make AI sidebar wider when left sidebar is collapsed Zach Gollwitzer 2025-03-27 11:30:06 -04:00
ce042fd250 Get streaming working Zach Gollwitzer 2025-03-27 08:02:29 -04:00
e03f88a18c basic stream implementation Zach Gollwitzer 2025-03-26 17:09:12 -04:00
866a504003 Ensure VCR fixtures working with latest code Zach Gollwitzer 2025-03-26 12:41:40 -04:00
61ee7e3925 Remove stale data definitions from functions Zach Gollwitzer 2025-03-26 12:29:01 -04:00
32df8661cc Simplify and clean up "thinking" interactions with Turbo frames Zach Gollwitzer 2025-03-26 12:22:08 -04:00
866bcdaa07 Add income statement function Zach Gollwitzer 2025-03-26 11:56:44 -04:00
90fbd841b2 Add better function calling error visibility Zach Gollwitzer 2025-03-26 11:56:37 -04:00
b8608dde3c Add balance sheet function to assistant Zach Gollwitzer 2025-03-26 08:11:47 -04:00
65b7f5d25e Fix sync error when security price has bad data from provider Zach Gollwitzer 2025-03-26 08:11:32 -04:00
b56418540c Add back thinking messages, clean up error handling for chat Zach Gollwitzer 2025-03-25 22:13:28 -04:00
4f7e4e40d8 Assistant function base implementation Zach Gollwitzer 2025-03-25 20:14:18 -04:00
d6b6f02126 Use OpenAI conversation state management Zach Gollwitzer 2025-03-25 20:13:53 -04:00
573ec67af8 Message styles Zach Gollwitzer 2025-03-25 07:52:38 -04:00
0ac1c458fb Fix naming conflicts for ChatResponse Zach Gollwitzer 2025-03-24 19:32:53 -04:00
3be4eb3528 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/ai-improvements Zach Gollwitzer 2025-03-24 19:28:39 -04:00
982fbabca9 Rebuild gemfile Zach Gollwitzer 2025-03-24 19:28:35 -04:00
a2f182ec87 Reconfigure test env Zach Gollwitzer 2025-03-24 17:45:02 -04:00
96d4a1ae1e Update openai class naming to avoid conflicts Zach Gollwitzer 2025-03-24 17:26:46 -04:00
8cca82d360 Tests passing Zach Gollwitzer 2025-03-24 16:58:11 -04:00
8e6b81af77

bug: Use correct currency value while setting the currency. (#2018) Joseph Ho 2025-03-24 10:06:29 -04:00
9f062de6b4

Bump selenium-webdriver from 4.29.1 to 4.30.1 (#2020) dependabot[bot] 2025-03-24 10:06:18 -04:00
3dfdd0aea5

Bump vernier from 1.5.0 to 1.6.0 (#2019) dependabot[bot] 2025-03-24 10:06:05 -04:00
86431e79a3

Bump csv from 3.3.2 to 3.3.3 (#2021) dependabot[bot] 2025-03-24 10:03:22 -04:00
54f5a44a60

devContainer: Use Redis for ActiveJob and ActionCable. (#2017) Joseph Ho 2025-03-24 10:00:42 -04:00
b41897b5e5

import: Bulk import transaction data. (#1962) Joseph Ho 2025-03-24 09:59:27 -04:00
8fcb7b7dc7 Remove stale code Zach Gollwitzer 2025-03-24 09:25:49 -04:00
2b23ecae31 Chat UI back to working state again Zach Gollwitzer 2025-03-24 08:45:38 -04:00
8ee1856892

Bump csv from 3.3.2 to 3.3.3 dependabot[bot] 2025-03-24 07:23:17 +00:00
4fdbf0b25e

Bump selenium-webdriver from 4.29.1 to 4.30.1 dependabot[bot] 2025-03-24 07:22:57 +00:00
9ca48d1e6c

Bump vernier from 1.5.0 to 1.6.0 dependabot[bot] 2025-03-24 07:22:44 +00:00
8f66c0fbaa Process tool calls within provider Zach Gollwitzer 2025-03-23 20:50:59 -04:00
5f47599930 Test updates Zach Gollwitzer 2025-03-23 15:21:27 -04:00
8fa902105a bug: Use correct currency value while setting the currency. Joseph Ho 2025-03-22 22:15:24 -04:00
fbb4f8eb1a devContainer: Remove version field as it's no longer required in Compose. Joseph Ho 2025-03-22 18:10:46 +00:00
9495a5ca0a devContainer: Simplify environment variables for services. Joseph Ho 2025-03-22 18:07:23 +00:00
17dc173ae4 devContainer: Use Redis for ActiveJob and ActionCable Joseph Ho 2025-03-22 17:10:40 +00:00
8e698bfd07 Get assistant test working again Zach Gollwitzer 2025-03-21 17:20:18 -04:00
63e24623fd Tool call implementation and test Zach Gollwitzer 2025-03-21 16:57:47 -04:00
f8d64561cf

Fix Account Groups wrapping in Balace Sheet (#2010) Nick Ostrovsky 2025-03-21 20:18:12 +03:00
5a8074c7ee

fix: Fix incorrect entry sorting in activity view (#2006) Tony Vincent 2025-03-21 15:32:05 +01:00
a68e5fffdc Tool calling tests and fixtures Zach Gollwitzer 2025-03-21 10:30:46 -04:00
359e1e79f2 Fix Account Groups wrapping in Balace Sheet Nick Ostrovsky 2025-03-21 10:07:10 +07:00
145d276e2f import: Bulk import transaction data. Joseph Ho 2025-03-05 22:10:18 -05:00
31aca27173 Improve data model to support tool calls and message types Zach Gollwitzer 2025-03-20 21:58:48 -04:00
9e288a0e5c

Update Gemfile.lock back to tailwind v3 Aglye 2025-03-20 18:21:01 +01:00
3bba4c196a

Merge branch 'maybe-finance:main' into main Aglye 2025-03-20 18:14:45 +01:00
e3195fed5a

Merge pull request #2 from Aglye/Aglye-patch-1 Aglye 2025-03-20 15:40:54 +01:00
505f40f952

Ajout linux/amd64,linux/arm64 Aglye 2025-03-20 15:37:02 +01:00
60c0204cc7 feat: Add tag selection to transactions bulk update form Tony Vincent Yesudas 2025-03-19 22:00:24 +01:00
ee1ec8f357 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/ai-improvements Zach Gollwitzer 2025-03-19 15:54:59 -04:00
9122eafd31

Update issue templates Zach Gollwitzer 2025-03-19 14:05:00 -04:00
de2dda85fd feat: Add tags selection and notes input to new transaction form Tony Vincent Yesudas 2025-03-19 18:34:59 +01:00
19cc63c8f4

Use Redis for ActiveJob and ActionCable (#2004) Zach Gollwitzer 2025-03-19 12:36:16 -04:00
f6c4630e0c Clean up schema Zach Gollwitzer 2025-03-19 12:31:15 -04:00
f3e2f323a6 queue naming fix Zach Gollwitzer 2025-03-19 12:28:35 -04:00
8b0cab0e6b Add Sidekiq Sentry monitoring Zach Gollwitzer 2025-03-19 12:11:59 -04:00
f56e85facd Refactor Redis configuration for Sidekiq and caching in production environment Zach Gollwitzer 2025-03-19 11:40:50 -04:00
afca2995ff Remove deprecated upgrade columns from users table Zach Gollwitzer 2025-03-19 11:40:43 -04:00
ab3929f40d Update docker setup guide Zach Gollwitzer 2025-03-19 10:35:35 -04:00
afba9067b2 Update job queues Zach Gollwitzer 2025-03-19 10:18:29 -04:00
7323cb541a fix: Fix incorrect entry sorting in activity view Tony Vincent Yesudas 2025-03-19 15:05:50 +01:00
715243a0be Tweak weights Zach Gollwitzer 2025-03-19 10:00:36 -04:00
581d890038 Update queue names and weights Zach Gollwitzer 2025-03-19 09:59:44 -04:00
522f1571d5 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/use-redis-for-jobs-and-cable Zach Gollwitzer 2025-03-19 09:18:15 -04:00
37f4e74b78 Fix alwaysApply setting Zach Gollwitzer 2025-03-19 09:17:10 -04:00
37a126816f Use Redis for ActiveJob and ActionCable Zach Gollwitzer 2025-03-19 09:15:57 -04:00
a7db914005

Update security price query in demo generator (#2000) Vaibhav Agrawal 2025-03-19 18:19:30 +05:30
e7f8ddbef1

Merge pull request #1 from Aglye/Aglye-patch-1 Aglye 2025-03-19 13:38:14 +01:00
9081b2f713

Changé platform to linux/arm/v7 Aglye 2025-03-19 13:33:09 +01:00
572281fb90 test trad pull request Julie Simon 2025-03-18 16:21:37 +01:00
a25feaf6ad tests ok Julie Simon 2025-03-18 16:15:35 +01:00
3365fd1ac7 tests ok pour traduction Julie Simon 2025-03-18 16:11:37 +01:00
4725d394b8 Update security price query in demo generator Vaibhav Agrawal 2025-03-18 14:04:53 +05:30
06468a05b1 Update default DB pool size Zach Gollwitzer 2025-03-17 20:04:38 -04:00
087dd720c1 Report ActionCable errors to Sentry Zach Gollwitzer 2025-03-17 17:26:19 -04:00
cf09fb2661 Reset migrations Zach Gollwitzer 2025-03-17 14:22:09 -04:00
c750d82606 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/ai-improvements Zach Gollwitzer 2025-03-17 14:21:25 -04:00
78baf2b327 Update deps Zach Gollwitzer 2025-03-17 13:04:59 -04:00
56203b04d3

Bump sentry-rails from 5.22.4 to 5.23.0 (#1996) dependabot[bot] 2025-03-17 11:55:07 -04:00
f65b93a352

Data provider simplification, tests, and documentation (#1997) Zach Gollwitzer 2025-03-17 11:54:53 -04:00
0eed2ffc5a Remove AI pr schema changes Zach Gollwitzer 2025-03-17 11:49:01 -04:00
c5f1de4355 Update synth usage data access Zach Gollwitzer 2025-03-17 11:36:27 -04:00
1dd4996e2d Fix self host test Zach Gollwitzer 2025-03-17 11:32:58 -04:00
c3bd771da7 Security test fixes Zach Gollwitzer 2025-03-17 11:22:46 -04:00
85c316fd5c Update documentation for providers Zach Gollwitzer 2025-03-17 10:12:50 -04:00
dfdc319629 Update price data fetching and tests Zach Gollwitzer 2025-03-17 09:40:08 -04:00
7d4dc4fc93

Bump sentry-rails from 5.22.4 to 5.23.0 dependabot[bot] 2025-03-17 07:31:52 +00:00
3f06143332

Bump hotwire_combobox from b827048 to 0.4.0 dependabot[bot] 2025-03-17 07:31:16 +00:00
b1ff5a5088

Bump pagy from 9.3.3 to 9.3.4 dependabot[bot] 2025-03-17 07:31:00 +00:00
c849998b6b

Bump sentry-ruby from 5.22.4 to 5.23.0 dependabot[bot] 2025-03-17 07:30:43 +00:00
d0fcb70dcf Additional issue feature removals Zach Gollwitzer 2025-03-16 06:49:17 -04:00