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  • 13a10743f2 Rough draft Zach Gollwitzer 2025-03-04 19:04:22 -05:00
  • 0544089710
    Account-level import configuration templates (#1946) Zach Gollwitzer 2025-03-04 13:10:01 -05:00
  • d7b7e46143 Default import to family's preferred date format Zach Gollwitzer 2025-03-04 12:56:37 -05:00
  • 52c3f4ab33 Account-level import configuration templates Zach Gollwitzer 2025-03-04 11:49:59 -05:00
  • 5b2fa3d707 Fix commit resolution for Docker builds Zach Gollwitzer 2025-03-04 07:50:21 -05:00
  • cf0e573533
    Fix modal closing on color picker drag #1869 (#1931) Bryan McKnight 2025-03-03 15:37:12 -06:00
  • 0b2d7a7141 Changed click events to mousedown within dialog elements to trigger the closing of the element Bryan McKnight 2025-03-03 14:18:46 -06:00
  • 4e96ca8376 Add manual Docker publishing trigger in GH action workflow Zach Gollwitzer 2025-03-03 14:34:56 -05:00
  • c5da8ea550
    Allow CSV imports to be configured with single or multi-account mode (#1943) Zach Gollwitzer 2025-03-03 12:47:30 -05:00
  • e907b073ed
    Fix time period key conflicts (#1944) Zach Gollwitzer 2025-03-03 12:47:20 -05:00
  • 2aaa1532c2 Fix time period key conflicts Zach Gollwitzer 2025-03-03 12:42:33 -05:00
  • 4c4a4026c4
    fix: Bug - Transcation Matching Dialog isn't Opening (#1942) Tony Vincent 2025-03-03 17:34:03 +01:00
  • e883c0e4df Fix Synth check Zach Gollwitzer 2025-03-03 11:09:21 -05:00
  • c47ded4f6e Fix schema Zach Gollwitzer 2025-03-03 11:04:58 -05:00
  • f1d362740a Fix brakeman warnings Zach Gollwitzer 2025-03-03 10:52:28 -05:00
  • c44d529704 Initialize import directly from accounts page Zach Gollwitzer 2025-03-03 10:44:51 -05:00
  • 591368ed06 Allow CSV imports to be configured to a single account or multiple accounts Zach Gollwitzer 2025-03-03 10:30:00 -05:00
  • 0a11e9208f fix: Bug - Transcation Matching Dialog isn't Opening Tony Vincent Yesudas 2025-03-02 23:48:07 +01:00
  • c1ce5f48f4
    Handle period conflicts Nikhil Badyal 2025-03-02 10:46:59 +05:30
  • 0ac45a2dbb
    Preference to set default_period Nikhil Badyal 2025-03-01 13:24:47 +05:30
  • 402eea7be7
    Merge branch 'main' into test-apt Rubén Rodríguez 2025-03-01 10:56:06 +01:00
  • d6446886ff Add Git via Aptfile Ruben Rodriguez 2025-03-01 10:55:36 +01:00
  • 143224d6a3 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 Bryan McKnight 2025-03-01 01:35:48 -06:00
  • c95bb082a9
    Bump to v0.4.3 v0.4.3 Zach Gollwitzer 2025-02-28 15:11:41 -05:00
  • d8fe5fa5f2 Add Markdown rendering support for AI chat messages Josh Pigford 2025-02-28 13:17:54 -05:00
  • 4b0ac4ec8b Refactor AI sidebar and chat layout with improved structure and comments Josh Pigford 2025-02-28 13:08:40 -05:00
  • 9c87deb508 Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities Josh Pigford 2025-02-28 12:52:10 -05:00
  • 4d0df9b950
    Escape quotations in CSV imports properly (#1929) Zach Gollwitzer 2025-02-28 12:21:07 -05:00
  • 7c66f16750
    Invert liability graphs to have correct signage (#1928) Zach Gollwitzer 2025-02-28 12:17:25 -05:00
  • 20be33f934 Update invalid CSV for test Zach Gollwitzer 2025-02-28 12:15:01 -05:00
  • 31f8c64e47 Parse quotes in imports Zach Gollwitzer 2025-02-28 12:11:12 -05:00
  • e33f033d55 Invert liability graphs to have correct signage Zach Gollwitzer 2025-02-28 11:46:58 -05:00
  • fa0248056d
    Show UI warning to user when they need provider data but have not setup Synth yet (#1926) Zach Gollwitzer 2025-02-28 11:35:10 -05:00
  • 4dea15c35b Merge branch 'main' of github.com:maybe-finance/maybe into 1899-show-ui-warning-when-exchange-rates-are-missing-on-self-hosted-instances Zach Gollwitzer 2025-02-28 11:30:06 -05:00
  • 289a95ac7a Add UI warning for missing Synth key if family requires external data Zach Gollwitzer 2025-02-28 11:23:56 -05:00
  • 43bd9c68aa Update tests Zach Gollwitzer 2025-02-28 11:02:11 -05:00
  • 66cd481383 Simplify provider concerns Zach Gollwitzer 2025-02-28 10:28:27 -05:00
  • 624faa10d0
    fix: Don't show Billings on settings navbar when self-hosted (#1912) Tony Vincent 2025-02-28 15:35:00 +01:00
  • 9138bd2b76
    Allow offline trade tickers (#1925) Zach Gollwitzer 2025-02-28 09:34:14 -05:00
  • 882857fcf0
    Add transitions to buttons and other common design system elements (#1924) Zach Gollwitzer 2025-02-28 09:29:07 -05:00
  • 538c5924b4 Add OpenAI gem and AI-friendly data representations Josh Pigford 2025-02-28 09:26:08 -05:00
  • 39753f99ed Allow offline trade tickers Zach Gollwitzer 2025-02-28 09:24:57 -05:00
  • cfe9bfb627 Let Stripe::AuthenticationError bubble up Tony Vincent Yesudas 2025-02-28 15:19:59 +01:00
  • a1af3e2ee4 Add transitions to buttons and other common design system elements Zach Gollwitzer 2025-02-28 08:58:00 -05:00
  • d6793dec05
    Fix import configuration form so number format is applied (#1923) Zach Gollwitzer 2025-02-28 08:36:57 -05:00
  • e771c8c1df
    Fix value wrapping on account balance in sidebar (#1922) Zach Gollwitzer 2025-02-28 08:35:14 -05:00
  • f626e52207 Add test to verify import configuration was properly applied Zach Gollwitzer 2025-02-28 08:31:32 -05:00
  • 102babd681 Fix number format form error when loading import Zach Gollwitzer 2025-02-28 08:29:32 -05:00
  • 58cc09f5ae
    Fix bad link in bug template Zach Gollwitzer 2025-02-28 08:25:20 -05:00
  • 98c842d3b8
    Add note about self hosted versions prior to opening bugs Zach Gollwitzer 2025-02-28 08:23:46 -05:00
  • 0098b5071f Fix value wrapping on account balance in sidebar Zach Gollwitzer 2025-02-28 08:04:28 -05:00
  • fae781e1be
    Make tags scrollable again (#1921) Tony Vincent 2025-02-28 13:53:05 +01:00
  • 8208722247
    Feat: Data "reset" button (#1913) Tony Vincent 2025-02-28 13:49:12 +01:00
  • d7283867db Make tags scrollable again Tony Vincent Yesudas 2025-02-28 11:55:41 +01:00
  • ab562d5963 Remove system tests Tony Vincent Yesudas 2025-02-28 10:40:15 +01:00
  • 261705e3c2 Add condition to settings helper Tony Vincent Yesudas 2025-02-28 09:59:15 +01:00
  • e8267618c2 Update general project rules with additional guidelines Josh Pigford 2025-02-27 21:43:30 -05:00
  • 209fa73e54 Add frontmatter to project structure documentation Josh Pigford 2025-02-27 21:09:29 -05:00
  • a7ec1cdefe Add chat clearing functionality with dynamic menu options Josh Pigford 2025-02-27 18:11:45 -05:00
  • dbde017128 Refactor chat form and AI greeting with flexible partials Josh Pigford 2025-02-27 17:36:48 -05:00
  • c0a3ff86a2 Update sidebar controller to handle right panel width dynamically Josh Pigford 2025-02-27 17:19:07 -05:00
  • 30f088971c Do not show billing settings navbar item when self hosted Tony Vincent Yesudas 2025-02-27 16:09:12 +01:00
  • d60e5f8295 Do not show billing settings navbar item when self hosted Tony Vincent Yesudas 2025-02-27 16:06:53 +01:00
  • 62589deaa4 feat: Allow self-hosting users to delete cached data Tony Vincent Yesudas 2025-02-27 13:23:19 +01:00
  • 1496cf138a feat: Allow admins to delete family data Tony Vincent Yesudas 2025-02-27 12:40:40 +01:00
  • fbe90b79a0 Extract AI avatar to a shared partial for consistent styling Josh Pigford 2025-02-26 14:48:34 -06:00
  • 6b412c14cb Improve chat scroll behavior and message styling Josh Pigford 2025-02-26 14:46:05 -06:00
  • a48e9595b2 Refactor AI sidebar with enhanced chat menu and interactions Josh Pigford 2025-02-26 14:28:44 -06:00
  • f7064fd4dd
    fixed example account balance (#1910) Harshit Chaudhary 2025-02-27 01:43:51 +05:30
  • f3c1876c8c Implement AI chat functionality with sidebar and messaging system Josh Pigford 2025-02-26 12:52:12 -06:00
  • 9e8a9bd643 fixed example account balance Harshit Chaudhary 2025-02-26 17:58:05 +00:00
  • 979d116c23 Add chat and message models with associations Josh Pigford 2025-02-26 11:24:19 -06:00
  • c7db74518f Fix conversion for European format dmfilipenko 2025-02-26 12:18:14 +01:00
  • 92a91d2fe6 AI sidebar Josh Pigford 2025-02-25 20:33:54 -06:00
  • c610b0ba4b
    Dashboard design fixes (#1898) Zach Gollwitzer 2025-02-25 17:28:40 -05:00
  • d44ec608e9 Lint fixes Zach Gollwitzer 2025-02-25 12:22:15 -05:00
  • 80de49b2ef Autofocus and outlines for category dropdowns Zach Gollwitzer 2025-02-25 12:21:14 -05:00
  • f3891a891c Remove sidebar toggle from settings breadcrumbs Zach Gollwitzer 2025-02-25 12:09:51 -05:00
  • 0abe57dd1d Update dashboard greeting Zach Gollwitzer 2025-02-25 11:58:41 -05:00
  • 45fd86da2e Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/dashboard-design-fixes Zach Gollwitzer 2025-02-25 11:57:59 -05:00
  • a4874815a6
    Add breadcrumbs support across application (#1897) Josh Pigford 2025-02-25 10:14:07 -06:00
  • 62cdfb5798 Add fallback breadcrumbs rendering to settings layout Josh Pigford 2025-02-25 09:10:09 -06:00
  • b0bba58f7c Dashboard design fixes Zach Gollwitzer 2025-02-25 09:59:08 -05:00
  • 763e222cdd Add Sentry user context to authentication concern Josh Pigford 2025-02-25 08:48:26 -06:00
  • e8390a68d8 Reduce Sentry sampling rates for performance monitoring Josh Pigford 2025-02-25 08:44:13 -06:00
  • 0e76d753bd Replace StackProf with Vernier for performance profiling Josh Pigford 2025-02-25 08:37:51 -06:00
  • c01feb430b Refactor page header and breadcrumbs rendering Josh Pigford 2025-02-25 08:10:07 -06:00
  • c2fc4bb2bb Simplify breadcrumbs implementation Josh Pigford 2025-02-25 08:00:40 -06:00
  • e648c6ad9b Potential fix for tests Josh Pigford 2025-02-24 20:27:01 -06:00
  • b9f1faf316 Add breadcrumbs support across application Josh Pigford 2025-02-24 20:17:41 -06:00
  • f5ff5332d5
    Fix parent category sums in budget (#1894) Zach Gollwitzer 2025-02-24 12:51:13 -05:00
  • 0dea36ec7d Fix bulk edit drawer height Zach Gollwitzer 2025-02-24 12:48:03 -05:00
  • 019b60f2b2 Fix parent category sums in budget Zach Gollwitzer 2025-02-24 12:36:42 -05:00
  • 95989a6c9b
    Add new category flow (#1857) Syed Bariman Jan 2025-02-24 21:08:05 +05:00
  • 5bb7bea199
    Merge branch 'main' into Improvement/new-add-category-flow Syed Bariman Jan 2025-02-24 20:52:52 +05:00
  • 230c3de0aa
    Fix js lint errors Syed Bariman Jan 2025-02-24 20:50:33 +05:00
  • ac9703031f
    Bump plaid from 36.0.0 to 36.1.0 (#1891) v0.4.2 1888-bug-debts-not-summed-correctly-for-account-balances dependabot[bot] 2025-02-24 10:01:41 -05:00
  • 457e7062bf
    Bump selenium-webdriver from 4.28.0 to 4.29.1 (#1892) dependabot[bot] 2025-02-24 10:01:05 -05:00
  • 32ef6ca154
    Add exchange and currency fields to trade imports (#1822) David Anyatonwu 2025-02-24 16:00:24 +01:00
  • 10ad2577f5
    Bump selenium-webdriver from 4.28.0 to 4.29.1 dependabot[bot] 2025-02-24 07:11:54 +00:00