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  • 2e8f7a5b2a
    Make the button nicer hatz 2025-05-21 06:34:25 -05:00
  • 31eafbf578 Checkpoint Zach Gollwitzer 2025-05-21 07:20:49 -04:00
  • 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. Josh Pigford 2025-05-21 05:34:42 -05:00
  • 95c3349454
    Merge branch 'main' into new-ai-chat-button Alex Hatzenbuhler 2025-05-20 21:06:25 -05:00
  • 40b1ed687a
    Fix chat nav padding on new chat hatz 2025-05-20 21:04:51 -05:00
  • 319eba79ac
    Tweak chat navigation hatz 2025-05-20 20:54:36 -05:00
  • cc9a75ee28 Refactor expense processing in Sankey diagram to include only top-level categories. Simplify node addition and link creation for improved readability and maintainability. Josh Pigford 2025-05-20 20:42:41 -05:00
  • ead44ad8a1
    Add new chat button hatz 2025-05-20 20:42:32 -05:00
  • 3bd7baf2f5 Plaid product processors Zach Gollwitzer 2025-05-20 19:03:37 -04:00
  • 9a9b9297ef
    Remove middot hatz 2025-05-20 16:24:25 -05:00
  • eb172c6cfd
    Fix import table hatz 2025-05-20 15:28:00 -05:00
  • d4fe415f49
    misc cleanup hatz 2025-05-20 15:27:54 -05:00
  • 4b35e363d5
    Merge branch 'main' of github.com:maybe-finance/maybe into corners-and-containers hatz 2025-05-20 14:18:14 -05:00
  • 443b834b46
    Create shared ruler and standardize across views (#2240) Alex Hatzenbuhler 2025-05-20 14:13:18 -05:00
  • 1df7111839
    Merge branch 'rulers-dividers' of github.com:ahatzz11/maybe into corners-and-containers hatz 2025-05-20 14:04:08 -05:00
  • d93a2d63b8
    Merge branch 'main' into rulers-dividers Alex Hatzenbuhler 2025-05-20 13:57:09 -05:00
  • 868d4ede6e
    Sankey Diagram (#2269) Josh Pigford 2025-05-20 13:31:05 -05:00
  • c80ffaa69a Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes. Josh Pigford 2025-05-20 13:25:54 -05:00
  • 2be596b731 Fix Rubocop offenses Josh Pigford 2025-05-20 13:22:28 -05:00
  • 1866c83cb0 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. Josh Pigford 2025-05-20 13:20:09 -05:00
  • 4069dc0ec6 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements Zach Gollwitzer 2025-05-20 14:01:51 -04:00
  • caf35701ef Fix Docker builds after package updates Zach Gollwitzer 2025-05-20 14:00:31 -04:00
  • 67e5705905 Finish account processor Zach Gollwitzer 2025-05-20 13:52:36 -04:00
  • 31485f538a
    Update balance sheet hatz 2025-05-20 11:58:09 -05:00
  • 13b1560438 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements Zach Gollwitzer 2025-05-20 12:33:03 -04:00
  • 94a807c3c9 Encapsulate enrichment actions, add tests Zach Gollwitzer 2025-05-20 11:33:35 -04:00
  • dd605a577e Bump ruby to 3.4.4 Zach Gollwitzer 2025-05-20 09:09:10 -04:00
  • d3a0e98b02 Add initial processing Zach Gollwitzer 2025-05-20 08:37:17 -04:00
  • fa6e5ff595 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements Zach Gollwitzer 2025-05-19 16:45:51 -04:00
  • 137219c121 Fix attribute locking namespace conflict, duplicate syncs Zach Gollwitzer 2025-05-19 16:39:31 -04:00
  • ab5bce3462 Fix provider guards for start price Zach Gollwitzer 2025-05-19 15:19:41 -04:00
  • ed9d9d6335 Test raw payloads on plaid accounts Zach Gollwitzer 2025-05-19 14:35:23 -04:00
  • a262a749fe
    Bump ruby-lsp-rails from 0.4.2 to 0.4.3 (#2262) dependabot[bot] 2025-05-19 13:39:48 -04:00
  • 7e7ae31216
    Bump sidekiq-cron from 2.2.0 to 2.3.0 (#2261) dependabot[bot] 2025-05-19 13:39:41 -04:00
  • efdd03cfe7
    Bump vernier from 1.7.0 to 1.7.1 (#2260) dependabot[bot] 2025-05-19 13:34:11 -04:00
  • 1b4577e21e
    Fix subconditions and condition group form (#2256) Alex Hatzenbuhler 2025-05-19 12:34:02 -05:00
  • e569ad0a8c
    Bump sentry-sidekiq from 5.23.0 to 5.24.0 (#2265) dependabot[bot] 2025-05-19 13:32:06 -04:00
  • 6f68d66eda
    Bump bootsnap from 1.18.4 to 1.18.6 (#2266) dependabot[bot] 2025-05-19 13:31:56 -04:00
  • 1ec3b594f2 Stub Plaid env in test Zach Gollwitzer 2025-05-19 13:31:43 -04:00
  • 65a49ed833 Remove transactions vcr test due to verbosity Zach Gollwitzer 2025-05-19 13:24:42 -04:00
  • 8683026519 First pass at Plaid sync v2 Zach Gollwitzer 2025-05-19 13:03:03 -04:00
  • b970a6b41d Basic plaid VCR tests Zach Gollwitzer 2025-05-19 11:43:22 -04:00
  • 0a1d4fca3d Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-sync-domain-improvements Zach Gollwitzer 2025-05-19 10:08:13 -04:00
  • 7b26d9a4d4 Sketch out Plaid provider tests Zach Gollwitzer 2025-05-19 09:55:16 -04:00
  • 363c9f6211
    Bump bootsnap from 1.18.4 to 1.18.6 dependabot[bot] 2025-05-19 07:46:04 +00:00
  • c517fc7910
    Bump sentry-sidekiq from 5.23.0 to 5.24.0 dependabot[bot] 2025-05-19 07:45:46 +00:00
  • 2790a8dced
    Bump sentry-rails from 5.23.0 to 5.24.0 dependabot[bot] 2025-05-19 07:45:41 +00:00
  • abb56dc643
    Bump sentry-ruby from 5.23.0 to 5.24.0 dependabot[bot] 2025-05-19 07:45:12 +00:00
  • 302bf98ea8
    Bump ruby-lsp-rails from 0.4.2 to 0.4.3 dependabot[bot] 2025-05-19 07:44:56 +00:00
  • 93a3e1fd5d
    Bump sidekiq-cron from 2.2.0 to 2.3.0 dependabot[bot] 2025-05-19 07:44:47 +00:00
  • 95eda62a77
    Bump vernier from 1.7.0 to 1.7.1 dependabot[bot] 2025-05-19 07:44:06 +00:00
  • e26e5c5aec
    Auto sync preference, max limit on account CSV imports (#2259) Zach Gollwitzer 2025-05-18 15:02:51 -04:00
  • 0522fe2910 MaxRowCountExceededError Zach Gollwitzer 2025-05-18 14:55:18 -04:00
  • 62160facb5 Auto sync preference, max limit on account CSV imports Zach Gollwitzer 2025-05-18 14:25:38 -04:00
  • 09b27709c0 Save work Zach Gollwitzer 2025-05-18 13:55:47 -04:00
  • f82f77466a Fix Sentry context for security details exception Zach Gollwitzer 2025-05-18 10:52:35 -04:00
  • 74c7b0941d More exception logging tweaks Zach Gollwitzer 2025-05-18 10:27:46 -04:00
  • 29a8ac9d8a Tweak exception logging, sync stale behavior Zach Gollwitzer 2025-05-18 10:19:15 -04:00
  • 7e05681144 fixes: Merge request fixes - Changing to the new syncable structure - Fixing missing account error display - Shuffling some code around Cameron Roudebush 2025-05-18 09:40:59 -04:00
  • b72a50f0aa Save work Zach Gollwitzer 2025-05-18 09:33:23 -04:00
  • 3f11e357c3 Merge remote-tracking branch 'origin/main' into simple-fin-integration Cameron Roudebush 2025-05-18 08:57:46 -04:00
  • 14067dd7b8 chore: DB migration update Cameron Roudebush 2025-05-18 08:48:42 -04:00
  • f112f6c4ae
    Merge branch 'main' into fix-more-rule-stuff Alex Hatzenbuhler 2025-05-17 20:39:14 -05:00
  • e2105fce30 syncs: Allow self host clients to clear sync cache. Joseph Ho 2025-05-16 20:45:13 -04:00
  • 9f13b5bb83
    Handle stale syncs (#2257) Zach Gollwitzer 2025-05-17 18:28:21 -04:00
  • f0e348c728 Use visible sync logic in sidebar groups Zach Gollwitzer 2025-05-17 18:24:19 -04:00
  • 894fda9659 Handle stale syncs Zach Gollwitzer 2025-05-17 18:06:59 -04:00
  • 10f255a9a9
    Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255) Zach Gollwitzer 2025-05-17 16:37:16 -04:00
  • 5f97faecbe More reference replacements Zach Gollwitzer 2025-05-17 16:30:06 -04:00
  • 7a1f10ec6e Importers Zach Gollwitzer 2025-05-17 16:21:22 -04:00
  • 3bfd41eba9 Materializers Zach Gollwitzer 2025-05-17 16:14:28 -04:00
  • e9502eff15
    Fix subconditions and condition group form hatz 2025-05-17 14:53:05 -05:00
  • 9e9e2fa1e8 chore: Cleanup for PR - Cleanup gitignore - Fix transaction naming bug Cameron Roudebush 2025-05-17 14:08:34 -04:00
  • e75dbc978b Rename MarketDataSyncer to MarketDataImporter Zach Gollwitzer 2025-05-17 12:34:20 -04:00
  • 29f46e53e9 fix(transaction): Correct problems with SimpleFIN transaction negative values Cameron Roudebush 2025-05-17 12:20:43 -04:00
  • a4bbc22b4c fix(sync): Fixing various sync issues - Fixing credit card charges being considered income - Fixing family syncs not re-syncing SimpleFIN accounts - Fixing considerations for "credit card" account types Cameron Roudebush 2025-05-17 12:12:03 -04:00
  • bf4ee058ec fix: Correcting some issues from merging master Cameron Roudebush 2025-05-17 11:43:40 -04:00
  • 676c609725 Merge remote-tracking branch 'forked/main' into simple-fin-integration Cameron Roudebush 2025-05-17 11:19:18 -04:00
  • e37f3f5580 chore: Remove sample fin Cameron Roudebush 2025-05-17 11:16:02 -04:00
  • d78724b9a8 fix(simplefin): Disabled accounts are now included and hides transaction uploads Cameron Roudebush 2025-05-17 11:14:48 -04:00
  • 72c6840f5a fix(simplefin): Fix some querying issues and various rendering bugs - Also adding some nice looking progress indicators for loading SimpleFIN data Cameron Roudebush 2025-05-17 11:08:17 -04:00
  • 8d22d46420 fix: Various account issues with balances Cameron Roudebush 2025-05-16 17:16:52 -04:00
  • 175d3dc753 fix: Adding a fix for accounts that are missing subtype information - Updating to add look back days for transactions Cameron Roudebush 2025-05-16 15:48:18 -04:00
  • 7b983fecb8 feat(simplefin): Add rate limit - You can now specify the rate limit so Maybe can't over do it with the backend calls - Fix various file placements from the updates - Adding an actual configuration class for SimpleFIN Cameron Roudebush 2025-05-16 15:32:54 -04:00
  • b8903d0980 Fix start date missing error in market data sync Zach Gollwitzer 2025-05-16 14:40:52 -04:00
  • 35d1447494 Adjust Sentry missing price and rate to warning level Zach Gollwitzer 2025-05-16 14:25:35 -04:00
  • f87afb39d8
    Merge branch 'main' into rulers-dividers Alex Hatzenbuhler 2025-05-16 13:19:56 -05:00
  • 6dc1d22672
    Market data sync refinements (#2252) Zach Gollwitzer 2025-05-16 14:17:56 -04:00
  • f9da7e3cd5 Remove unused stock_exchanges table Zach Gollwitzer 2025-05-16 14:12:59 -04:00
  • 09dae9255a Add back price and exchange rate syncs to account syncs Zach Gollwitzer 2025-05-16 13:58:31 -04:00
  • 22a6ff67f4 Add back prod schedule Zach Gollwitzer 2025-05-16 12:44:26 -04:00
  • fd10f12aca Fix issues with provider API Zach Gollwitzer 2025-05-16 12:42:44 -04:00
  • 6917cecf33
    Move to 3 decimal place precision for loans (#2245) Alex Hatzenbuhler 2025-05-16 10:24:32 -05:00
  • 5efa8268f6
    Attempt name override (#2244) Alex Hatzenbuhler 2025-05-16 10:23:57 -05:00
  • dbae195923 Security price syncer Zach Gollwitzer 2025-05-16 10:05:26 -04:00
  • 24d467cdaa
    unkick hatz 2025-05-15 20:41:08 -05:00
  • 4d589627e3
    kick for tests hatz 2025-05-15 20:40:24 -05:00
  • 4a50c09c24 Exchange rate syncer implementation Zach Gollwitzer 2025-05-15 21:23:37 -04:00
  • 09623619c8
    Move to 3 decimal place precision for loans hatz 2025-05-15 19:20:22 -05:00
  • ad0afec05d
    Attempt name override hatz 2025-05-15 19:08:54 -05:00