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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

31e99bc5ea Remove unused issues code Zach Gollwitzer 2025-03-16 06:43:34 -04:00
54878e9702 Update money to use new find rates method Zach Gollwitzer 2025-03-16 06:39:28 -04:00
aa78942836 Synth tests Zach Gollwitzer 2025-03-15 18:31:36 -04:00
1a60fd4709 Simplification of providers interface Zach Gollwitzer 2025-03-15 17:42:20 -04:00
b6b9c1df8f Ignore env.test from source control Zach Gollwitzer 2025-03-15 14:50:59 -04:00
6dc3f30a0e Naming, domain alignment Zach Gollwitzer 2025-03-15 08:55:26 -04:00
474260f213 Consolidate Stimulus controllers, thinking state, controllers, and views Zach Gollwitzer 2025-03-14 17:36:17 -04:00
216f8a42bf AI rules refresh Zach Gollwitzer 2025-03-14 10:01:25 -04:00
6ce984c6f1 Match Figma design spec, implement Turbo frames and actions for chats controller Zach Gollwitzer 2025-03-14 07:55:05 -04:00
aeff1f213f Integrate AI chat styles into existing prose pattern Zach Gollwitzer 2025-03-13 09:54:32 -04:00
decebc8053 Remove structure.mdc from version control Zach Gollwitzer 2025-03-13 09:25:22 -04:00
22af3b0a0f Simplify data model and get tests passing Zach Gollwitzer 2025-03-13 09:22:01 -04:00
3f9858a67f Add streaming chat zachgoll/ai-skeleton Zach Gollwitzer 2025-03-12 14:06:42 -04:00
d1b83541c1 AI chat layout skeleton Zach Gollwitzer 2025-03-12 12:39:16 -04:00
dd75cadebc

Fix transaction filters when transfers are present (#1986) Zach Gollwitzer 2025-03-11 15:38:45 -04:00
9a4a51c9d7 Fix transaction search Zach Gollwitzer 2025-03-11 14:01:45 -04:00
ed55ef624b Update billing settings view and locales Josh Pigford 2025-03-11 13:00:34 -05:00
51ff75df3a Update test fixtures and configurations for AI chat functionality Josh Pigford 2025-03-11 12:13:33 -05:00
1a17d3f208 Proper filtering of transfers in search Zach Gollwitzer 2025-03-11 13:09:02 -04:00
7fdce5ce64 Add beta testing usage note to AI consent modal Josh Pigford 2025-03-11 11:57:13 -05:00
50be73fbb8 Upgrade Biome and refactor JavaScript template literals Josh Pigford 2025-03-11 11:54:47 -05:00
e1af36dbd8 Merge branch 'main' into ai Josh Pigford 2025-03-11 11:50:11 -05:00
2dde2cab5f Add AI consent and enable/disable functionality for AI chat Josh Pigford 2025-03-11 11:49:57 -05:00
f363fd4a4e

Fix incorrect totals calculation when family has loan payments (#1984) Zach Gollwitzer 2025-03-11 12:37:57 -04:00
589c75cd89 Include transaction totals in totals query Zach Gollwitzer 2025-03-11 12:24:00 -04:00
eb599828ba Fix income totals calculation error when loan payments exist Zach Gollwitzer 2025-03-11 12:00:25 -04:00
b8a3ca7732

Fetch exchange rates for accounts that require conversion for net worth rollups (#1983) Zach Gollwitzer 2025-03-11 10:10:28 -04:00
1255f96ea1 Refactor into concern Zach Gollwitzer 2025-03-11 10:06:22 -04:00
8988f7bb6e Sync required exchange rates for accounts Zach Gollwitzer 2025-03-11 09:48:19 -04:00
7b751ac7ca Do not prompt upgrades until user is logged in Zach Gollwitzer 2025-03-11 09:11:40 -04:00
341d22bd42 Add postStartCommand to devcontainer configuration for improved setup 71walceli 2025-03-10 22:01:10 +00:00
64e7183e4d Enhance AI chat interaction with improved thinking indicator and scrolling behavior Josh Pigford 2025-03-10 16:01:23 -05:00
7d0591fb30 Improve AI debug logging with payload size limits and internal message flag Josh Pigford 2025-03-10 14:11:05 -05:00
6ec997f7e1 Enhance AI response processing with chat history context Josh Pigford 2025-03-10 14:07:03 -05:00
f73fe3b6ba Missing comma Josh Pigford 2025-03-10 13:55:04 -05:00
0fbcab5050 Merge branch 'main' into ai Josh Pigford 2025-03-10 13:46:52 -05:00
15d59959cf Fix issue of syncing notice covering up user menu Josh Pigford 2025-03-10 11:20:58 -05:00
c66401dc0f

Bump stripe from 13.4.1 to 13.5.0 (#1970) dependabot[bot] 2025-03-10 09:34:15 -04:00
9dcb9e8ed2

Bump webmock from 3.25.0 to 3.25.1 (#1968) dependabot[bot] 2025-03-10 09:16:01 -04:00
045fa1931c

Bump good_job from 4.9.0 to 4.9.3 (#1969) dependabot[bot] 2025-03-10 09:15:51 -04:00
774d52d626

Bump stripe from 13.4.1 to 13.5.0 dependabot[bot] 2025-03-10 13:14:14 +00:00
3f8351abfe

Bump rubocop-rails-omakase from 1.0.0 to 1.1.0 (#1971) dependabot[bot] 2025-03-10 09:13:38 -04:00
dc44da6c00

Bump redcarpet from 3.6.0 to 3.6.1 (#1972) dependabot[bot] 2025-03-10 09:13:25 -04:00
2e4180fbf0

Bump turbo-rails from 2.0.11 to 2.0.13 (#1973) dependabot[bot] 2025-03-10 09:13:15 -04:00
4b19ca50eb

Bump i18n-tasks from 1.0.14 to 1.0.15 (#1974) dependabot[bot] 2025-03-10 09:13:05 -04:00
0e9e1854f1

Bump i18n-tasks from 1.0.14 to 1.0.15 dependabot[bot] 2025-03-10 07:10:01 +00:00
82c9876312

Bump turbo-rails from 2.0.11 to 2.0.13 dependabot[bot] 2025-03-10 07:09:47 +00:00
bf0c210568

Bump redcarpet from 3.6.0 to 3.6.1 dependabot[bot] 2025-03-10 07:09:35 +00:00
5c93dc32a7

Bump rubocop-rails-omakase from 1.0.0 to 1.1.0 dependabot[bot] 2025-03-10 07:09:21 +00:00
b77b358471

Bump good_job from 4.9.0 to 4.9.3 dependabot[bot] 2025-03-10 07:08:55 +00:00
703d1950e7

Bump webmock from 3.25.0 to 3.25.1 dependabot[bot] 2025-03-10 07:08:37 +00:00
a3cd5f4f1d

Format money for trade history in holdings drawer (#1961) Zach Gollwitzer 2025-03-07 19:09:54 -05:00
e2d51cf9cf Lint fix Zach Gollwitzer 2025-03-07 18:39:36 -05:00
2c3656cf17 Fix broken tests Zach Gollwitzer 2025-03-07 18:39:13 -05:00
125368af29 Format money for trade history in holdings drawer Zach Gollwitzer 2025-03-07 18:35:53 -05:00
86bf47a32e Ensure holdings are normalized to account currency Zach Gollwitzer 2025-03-07 18:02:08 -05:00
5f8a3c9f50 Search securities with correct exchange mic Zach Gollwitzer 2025-03-07 17:48:26 -05:00
eac5d5e663

Populate holdings for "offline" securities properly (#1958) Zach Gollwitzer 2025-03-07 17:35:55 -05:00
85d5503c17 Add holdings, cash, and balance series dropdown for investments Zach Gollwitzer 2025-03-07 17:31:08 -05:00
c91894777c Merge branch 'main' of github.com:maybe-finance/maybe into 1952-bug-some-stocks-do-not-appear-among-holdings Zach Gollwitzer 2025-03-07 16:52:37 -05:00
d7fbf14af7 Calculate cash and holdings series Zach Gollwitzer 2025-03-07 16:52:33 -05:00
a79bc424da Remove temp logging Zach Gollwitzer 2025-03-07 16:18:05 -05:00
645162b654 Fix Plaid item sync regression Zach Gollwitzer 2025-03-07 16:07:57 -05:00
878e455bb1 Fix price lookup logic for holdings sync Zach Gollwitzer 2025-03-07 15:10:28 -05:00
0f3309c697 Remove stale test Zach Gollwitzer 2025-03-07 12:29:43 -05:00
ef4b87eaa0 Remove stale data type Zach Gollwitzer 2025-03-07 12:27:29 -05:00
734c1baf04 Logs cleanup Zach Gollwitzer 2025-03-07 12:01:17 -05:00
d0a32bcd1e Better naming Zach Gollwitzer 2025-03-07 11:52:10 -05:00
791683aca0 Finish balance calculators Zach Gollwitzer 2025-03-07 11:50:19 -05:00
3a2263ea99 Base calculator for balances Zach Gollwitzer 2025-03-07 11:30:49 -05:00
26762477a3

Preference to set default_period (#1941) Nikhil Badyal 2025-03-07 20:35:54 +05:30
9426259999 Base holding calculator Zach Gollwitzer 2025-03-07 09:42:18 -05:00
b147ce0036 Move price caching logic to dedicated model Zach Gollwitzer 2025-03-07 08:25:03 -05:00
80cae96614

Preference to set default_period Nikhil Badyal 2025-03-04 00:24:54 +05:30
b9125b05ff Clearer sync process Zach Gollwitzer 2025-03-06 18:26:16 -05:00
52730df177 Remove unnecessary currency conversion during sync Zach Gollwitzer 2025-03-06 14:28:41 -05:00
45187d855e Separate forward and reverse calculators for holdings and balances Zach Gollwitzer 2025-03-06 13:57:45 -05:00
9edf67d1a0 Generate holdings properly for "offline" securities Zach Gollwitzer 2025-03-05 17:45:07 -05:00
4727f123ba Merge branch 'main' of github.com:maybe-finance/maybe into 1952-bug-some-stocks-do-not-appear-among-holdings Zach Gollwitzer 2025-03-05 16:29:10 -05:00
372b64ffea Fix Plaid sync error when current balance is null Zach Gollwitzer 2025-03-05 16:02:07 -05:00
9627a6bf6f

Add tagged logging to sync process (#1956) Zach Gollwitzer 2025-03-05 15:38:31 -05:00
198f7a261f Typo Zach Gollwitzer 2025-03-05 15:33:08 -05:00
4661cbccbd Reduce logging in syncer Zach Gollwitzer 2025-03-05 15:28:41 -05:00
d4b4dc1673 Add tagged logging to sync process Zach Gollwitzer 2025-03-05 15:25:11 -05:00
cffafd23f0 Logger cleanup Josh Pigford 2025-03-05 13:44:56 -06:00
f7fa8fa085 Disable turbo on login forms Josh Pigford 2025-03-05 13:32:53 -06:00
c2b4469f2d Placeholder logic for missing prices Zach Gollwitzer 2025-03-05 14:28:57 -05:00
28bfcda50a Temporary additional logging to continue debugging MFA issues Josh Pigford 2025-03-05 13:20:36 -06:00
e49bda4a2e Another attempt at fixing MFA issues Josh Pigford 2025-03-05 13:10:53 -06:00
071ad52c7f Potential fix for MFA login issues Josh Pigford 2025-03-05 13:04:45 -06:00
381e39bea8

Fix: Purge stale holdings from accounts during sync (#1954) Zach Gollwitzer 2025-03-05 12:21:17 -05:00
f95cd835e2 Prevent Plaid holding deletions Zach Gollwitzer 2025-03-05 12:16:21 -05:00
4deac96bc2 Fix typo Zach Gollwitzer 2025-03-05 11:57:31 -05:00
798cd40015 Fix: Purge stale holdings from accounts during sync Zach Gollwitzer 2025-03-05 11:51:13 -05:00
eaa1b6abe0

Update issue templates Zach Gollwitzer 2025-03-05 11:01:07 -05:00
e384369cfb Adjust graph intervals to show more data Zach Gollwitzer 2025-03-05 10:20:02 -05:00
8d0509fda0 Conditionally show commit sha Zach Gollwitzer 2025-03-05 10:15:12 -05:00
d66c37939a

Update bug_report.md Zach Gollwitzer 2025-03-05 10:07:29 -05:00
cf59fe45e7

Fix ticker filling when Synth is connected (#1950) 1948-some-graph-periods-are-not-reporting-enough-points-daily-vs-monthly-data Zach Gollwitzer 2025-03-05 09:30:47 -05:00
89d4daee6a Fix ticker filling when Synth is connected Zach Gollwitzer 2025-03-05 09:24:17 -05:00