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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

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Mono Color

• d6ea98d6e7
  Merge branch 'main' of github.com:maybe-finance/maybe into rulers-dividers hatz 2025-05-15 10:11:11 -05:00
• 9155e737b2 Capture broadcast error in Sentry Zach Gollwitzer 2025-05-15 11:08:27 -04:00
• 3f8e4d7332
  Merge branch 'main' of github.com:maybe-finance/maybe into rulers-dividers hatz 2025-05-15 10:06:15 -05:00
• a565343102 Fix account group broadcast reference Zach Gollwitzer 2025-05-15 10:53:15 -04:00
• 10dd9e061a
  Improve account sync performance, handle concurrent market data syncing (#2236) Zach Gollwitzer 2025-05-15 10:19:56 -04:00
• 237e05ae6f Remove test sync delay Zach Gollwitzer 2025-05-15 09:58:45 -04:00
• 9027647fa0 Smoother account sync refreshes Zach Gollwitzer 2025-05-15 09:58:30 -04:00
• a4eae6a9c7 Sync broadcasters Zach Gollwitzer 2025-05-15 09:43:55 -04:00
• 37d32e47a4 Fix account ID namespace conflict Zach Gollwitzer 2025-05-15 08:40:59 -04:00
• dd5292555a Plaid item UI broadcasts for sync Zach Gollwitzer 2025-05-15 08:18:12 -04:00
• 9793cc74f9
  Typo fix for piece to place. (#2242) Taylor Brazelton 2025-05-15 04:59:00 -07:00
• 65ab4e0089 More cleanup Zach Gollwitzer 2025-05-15 07:57:07 -04:00
• c1544d73c0 Cleanup Zach Gollwitzer 2025-05-15 07:55:47 -04:00
• 0328919b6e
  Standardize & improve a bunch of corners, fix some backgrounds, fix merchants for dark mode hatz 2025-05-14 20:39:16 -05:00
• 7d32423d8e Fix timezones in tests Zach Gollwitzer 2025-05-14 21:19:53 -04:00
• 246343a4bf Sync completion event broadcasts Zach Gollwitzer 2025-05-14 21:04:20 -04:00
• d5acd4935a fix(render): Adjust turbo to not permanent the accounts as they now could show errors - Also fixing some update status being wrong Cameron Roudebush 2025-05-14 20:58:50 -04:00
• 9bd318a177
  Typo fix for piece to place. Taylor Brazelton 2025-05-14 15:30:06 -07:00
• b041edb648 Tweak sync states Zach Gollwitzer 2025-05-14 14:16:46 -04:00
• 153bffcaf2 Add migration to clear stale syncs on self hosted apps Zach Gollwitzer 2025-05-14 12:52:21 -04:00
• 0ff128b942 Remove manual sleep Zach Gollwitzer 2025-05-14 11:43:28 -04:00
• c83aa10f01 Persistent account tab selections Zach Gollwitzer 2025-05-14 11:42:17 -04:00
• cb8383c04b
  Fix brakeman by using a static partial with a defined collection hatz 2025-05-14 07:58:33 -05:00
• 2f11615bec
  Use shared ruler for imports and balance sheet hatz 2025-05-14 07:48:04 -05:00
• 3ec8649166
  Use shared ruler for all the places a ruler is used hatz 2025-05-14 06:48:56 -05:00
• db02718d71 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements Zach Gollwitzer 2025-05-13 21:33:14 -04:00
• 86cbb14d3b account tab session Zach Gollwitzer 2025-05-13 21:32:49 -04:00
• b449397d16
  Use collection rendering/spacer templates for rules, and new shared_ruler hatz 2025-05-13 19:59:10 -05:00
• 99ff22e61a
  Create shared ruler view hatz 2025-05-13 19:57:57 -05:00
• 3f48992aea Fix trade builder logic Zach Gollwitzer 2025-05-13 16:17:25 -04:00
• bcb47a9d29 Fix auto sync trigger logic and add tests Zach Gollwitzer 2025-05-13 16:14:29 -04:00
• 7ad3ea8223 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements Zach Gollwitzer 2025-05-13 15:54:38 -04:00
• bebe7b40d6
  Improve rules - add name, allow sorting, improve UI (#2177) Alex Hatzenbuhler 2025-05-13 14:53:13 -05:00
• 9d8d6bd86b Add sync states throughout app Zach Gollwitzer 2025-05-13 15:49:02 -04:00
• 8b9b1d4c0f
  Fix family subscription tests (thanks zach!) hatz 2025-05-13 13:55:27 -05:00
• 49708ea5b2
  Fix name text color, add bg-divider background for dividers hatz 2025-05-13 13:16:04 -05:00
• 5135b98dbe
  Merge branch 'main' of github.com:maybe-finance/maybe into rule-name hatz 2025-05-13 12:44:15 -05:00
• 050d5ebaad
  Ensure the condition group "Add condition" button is type button to avoid form submission (#2233) Alex Hatzenbuhler 2025-05-13 09:35:23 -05:00
• 30d3eef67f
  Fix AND prefix on rule form (#2234) Alex Hatzenbuhler 2025-05-13 09:34:41 -05:00
• 3cab7164d3 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/plaid-domain-improvements Zach Gollwitzer 2025-05-13 09:59:27 -04:00
• df8e22afe9 Stripe tasks Zach Gollwitzer 2025-05-13 08:56:32 -04:00
• 0fb689290a Family subscription unique index Zach Gollwitzer 2025-05-13 08:32:53 -04:00
• 1137f1f57b feat(errors): Updating error display to better handle SimpleFIN errors - Also updating models to follow the plaid style a bit more Cameron Roudebush 2025-05-12 22:52:35 -04:00
• 0079710d47 Report high duplicate sync counts to Sentry Zach Gollwitzer 2025-05-12 20:17:59 -04:00
• 9e6e4b1ce6 Only run Plaid syncs via webhook after initial sync Zach Gollwitzer 2025-05-12 18:55:19 -04:00
• 908b3e2489 Temporary disable of sync cascade behavior Zach Gollwitzer 2025-05-12 15:41:14 -04:00
• 267692d297 Clean up market data methods Zach Gollwitzer 2025-05-12 15:22:24 -04:00
• efea7bfc01 30 day syncs by default Zach Gollwitzer 2025-05-12 15:01:39 -04:00
• 6a1d625a4f Improve sync window column names, add timestamps Zach Gollwitzer 2025-05-12 14:40:17 -04:00
• 7988ab64cc Fix price sync Zach Gollwitzer 2025-05-12 10:49:33 -04:00
• 0fbafceea9 Basic market data sync cron Zach Gollwitzer 2025-05-12 10:40:43 -04:00
• 5c8bca31ec Clean up sync class, add state machine Zach Gollwitzer 2025-05-11 15:02:46 -04:00
• 2ea1c75544
  Add primary_condition_title field to rule model hatz 2025-05-11 12:46:20 -05:00
• 1aa94282f2
  Clean up comments hatz 2025-05-11 12:35:12 -05:00
• 717277c466
  Simplify logic since we don't process subconditions hatz 2025-05-11 12:30:58 -05:00
• df096c9b5f
  Ensure saved items that are marked for removal don't impact the index hatz 2025-05-11 12:13:28 -05:00
• 5432b3903d Move sync orchestration to Sync class Zach Gollwitzer 2025-05-10 21:04:59 -04:00
• 6ddb4d088e Sync strategies Zach Gollwitzer 2025-05-10 18:08:31 -04:00
• 3207077f9e Put sync implementations in own concerns Zach Gollwitzer 2025-05-10 16:38:47 -04:00
• 64147758a3 Remove bad abstraction Zach Gollwitzer 2025-05-10 16:16:47 -04:00
• 555ab8fb97
  Run the prefix update runs on a load of a form, which handles prefixes on an edit since no conditions change hatz 2025-05-10 13:19:41 -05:00
• 11626b4d0f
  Add back explicit show_prefixes to ensure subconditions never have a prefix hatz 2025-05-10 12:59:46 -05:00
• 1058d17b36
  Use condition remove instead of element remove for condition groups so prefix logic runs hatz 2025-05-10 12:59:24 -05:00
• 849e820225
  Use data condition to update the prefix on conditions, condition groups, and subconditions hatz 2025-05-10 12:27:55 -05:00
• 559acbaa50
  Add prefix update when removing a subcondition hatz 2025-05-10 12:24:22 -05:00
• c11d631ab2
  Merge branch 'main' of github.com:maybe-finance/maybe into rule-name hatz 2025-05-10 09:40:02 -05:00
• c8b1e1d059 PlaidConnectable concern Zach Gollwitzer 2025-05-10 10:28:00 -04:00
• fc64b00a5e
  Ensure the condition group "Add condition" button is type button to avoid form submission hatz 2025-05-09 19:44:21 -05:00
• 8926aa2171
  Ensure the condition group "Add condition" button is type button to avoid form submission hatz 2025-05-09 19:44:21 -05:00
• f92c4d62a4
  Fix AND prefix on rule form hatz 2025-05-09 14:05:32 -05:00
• a268c5a563 Revert "Add env to toggle provider price syncs" Zach Gollwitzer 2025-05-09 17:47:35 -04:00
• 0006b6f6ca Add env to toggle provider price syncs Zach Gollwitzer 2025-05-09 16:59:23 -04:00
• 48a07d6158 Revert batch upserting Zach Gollwitzer 2025-05-09 16:42:44 -04:00
• 5d798fe0a0 Remove retry logic from security upsert Zach Gollwitzer 2025-05-09 16:31:16 -04:00
• f07c41821e Add warn log for security price upsert retries Zach Gollwitzer 2025-05-09 16:05:10 -04:00
• 7605b0221d Batch upsert security prices on sync Zach Gollwitzer 2025-05-09 15:56:48 -04:00
• ab2cec55e7
  Propagate child sync errors up to parent, fix sync status (#2232) Zach Gollwitzer 2025-05-09 14:56:49 -04:00
• f52a7f7be9 Remove testing error Zach Gollwitzer 2025-05-09 14:48:03 -04:00
• f326f00607 Propagate child sync errors up to parent, fix sync status Zach Gollwitzer 2025-05-09 14:46:35 -04:00
• ce98a9f134 fix(balance): Correct initial balances being incorrect Cameron Roudebush 2025-05-09 14:44:49 -04:00
• 5f151ec66f feat: Holdings + Transactions - Added initial syncing for holdings and transactions - Fixed accounts display not displaying anything for SimpleFIN connections - Centralized all migrations to one file Cameron Roudebush 2025-05-09 14:34:44 -04:00
• a5cf70f2df
  Merge branch 'maybe-finance:main' into simple-fin-integration Cameron Roudebush 2025-05-09 11:30:54 -04:00
• 37dc1b3c7e feat(SimpleFIN): Adding initial SimpleFIN integration - Still early stages - SimpleFIN can be queried for account information - Adding some interfaces to be able to select the SimpleFIN accounts found from SimpleFIN bridge Cameron Roudebush 2025-05-09 11:29:59 -04:00
• 611f4580bf
  Merge branch 'main' of github.com:maybe-finance/maybe into rule-name hatz 2025-05-09 10:07:44 -05:00
• 03e3899541
  Config: put Redis service in Docker local network (#2223) JIBSIL 2025-05-09 09:52:56 -04:00
• 3371243a00
  Use single list for desktop and mobile nav bars (#2227) Alex Hatzenbuhler 2025-05-09 08:52:18 -05:00
• 3cbf3a507d
  Use a single list for mobile and desktop nav hatz 2025-05-08 14:49:44 -05:00
• 0ab725a8ce
  Add rules to settings sidebar, use locale text hatz 2025-05-08 13:49:07 -05:00
• 3ad7be43d6
  Add rules_label to locale file hatz 2025-05-08 13:48:55 -05:00
• d8e058d7c6 Handle case sensitive values when creating securities Zach Gollwitzer 2025-05-08 14:31:43 -04:00
• 867318cbc1 Improve sync data management Zach Gollwitzer 2025-05-08 12:52:40 -04:00
• 1e5edd9f2f
  Fix Plaid cash balance double counting (#2222) Zach Gollwitzer 2025-05-08 12:25:53 -04:00
• 993c147aa9 Simplify balance trends in activity view Zach Gollwitzer 2025-05-08 12:20:53 -04:00
• d72e026aa2 Merge branch 'zachgoll/plaid-cash-security-handling' of github.com:maybe-finance/maybe into zachgoll/plaid-cash-security-handling Zach Gollwitzer 2025-05-08 11:24:43 -04:00
• 9c7bd588cd Fix today's cash balance Zach Gollwitzer 2025-05-08 11:24:40 -04:00
• ab3e662c0c
  Match tags/categories design hatz 2025-05-08 09:37:00 -05:00
• aec63c78db
  Clean up dropdown design to match figma hatz 2025-05-08 09:30:43 -05:00
• edd048f791
  Change sort direction to be a LinkComponent outside of the form for better sort behavior hatz 2025-05-08 09:17:17 -05:00
• dfef2897e0
  Merge branch 'main' of github.com:maybe-finance/maybe into rule-name hatz 2025-05-08 08:48:51 -05:00
• 42207e487e
  Fix dark mode welcome screen for self-hosting (#2225) Alex Hatzenbuhler 2025-05-08 08:45:28 -05:00