Commit Graph

70 Commits

Author SHA1 Message Date
Josh Pigford
88a6373e84 Implement dark mode (#2078)
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
19cc63c8f4 Use Redis for ActiveJob and ActionCable (#2004)
* Use Redis for ActiveJob and ActionCable

* Fix alwaysApply setting

* Update queue names and weights

* Tweak weights

* Update job queues

* Update docker setup guide

* Remove deprecated upgrade columns from users table

* Refactor Redis configuration for Sidekiq and caching in production environment

* Add Sidekiq Sentry monitoring

* queue naming fix

* Clean up schema
2025-03-19 12:36:16 -04:00
Zach Gollwitzer
f65b93a352 Data provider simplification, tests, and documentation (#1997)
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
Josh Pigford
ed55ef624b Update billing settings view and locales 2025-03-11 13:00:34 -05:00
Nikhil Badyal
26762477a3 Preference to set default_period (#1941) 2025-03-07 10:05:54 -05:00
Zach Gollwitzer
fa0248056d Show UI warning to user when they need provider data but have not setup Synth yet (#1926)
* Simplify provider concerns

* Update tests

* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
Tony Vincent
624faa10d0 fix: Don't show Billings on settings navbar when self-hosted (#1912)
* Do not show billing settings navbar item when self hosted

* Do not show billing settings navbar item when self hosted

* Add condition to settings helper

* Let Stripe::AuthenticationError bubble up
2025-02-28 09:35:00 -05:00
Zach Gollwitzer
882857fcf0 Add transitions to buttons and other common design system elements (#1924) 2025-02-28 09:29:07 -05:00
Tony Vincent
8208722247 Feat: Data "reset" button (#1913)
* feat: Allow admins to delete family data

* feat: Allow self-hosting users to delete cached data

* Remove system tests
2025-02-28 07:49:12 -05:00
Zach Gollwitzer
c610b0ba4b Dashboard design fixes (#1898)
* Dashboard design fixes

* Update dashboard greeting

* Remove sidebar toggle from settings breadcrumbs

* Autofocus and outlines for category dropdowns

* Lint fixes
2025-02-25 17:28:40 -05:00
Zach Gollwitzer
d75be2282b New Design System + Codebase Refresh (#1823)
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.

Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:

- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
2025-02-21 11:57:59 -05:00
Zach Gollwitzer
849c58dd3e Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
a82c0303ce Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
Josh Pigford
842e37658c Multi-factor authentication (#1817)
* Initial pass

* Tests for MFA and locale cleanup

* Brakeman

* Update two-factor authentication status styling

* Update app/models/user.rb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Refactor MFA verification and session handling in tests

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-02-06 14:16:53 -06:00
scodes73
f57fa526af Fix: make date format year consistent overall #1712 (#1726)
* Fix: make date format year consistent overall

* chore: Consolidating all date formatting options

* adding disabled condition back to mint import

* chore: Moving formats from helper to models/family.rd

* Adding date_format_label to the en translation for import/configurations

* nit: making changes to use individual translations
2025-02-03 11:19:56 -05:00
Zach Gollwitzer
2c2b600163 Improve speed of transactions page (#1752)
* Make demo data more realistic

* Fix N+1 transactions query

* Lint fixes

* Totals query

* Consolidate stats calcs

* Fix preload

* Fix filter clearing

* Fix N+1 queries for family sync detection

* Reduce queries for rendering transfers

* Fix tests

* Remove flaky test
2025-01-31 19:08:21 -05:00
Zach Gollwitzer
53f4b32c33 Fix EU plaid flow (#1761)
* Fix EU plaid flow

* Fix failing tests
2025-01-31 17:04:26 -05:00
Josh Pigford
41873de11d Allow users to update their email address (#1745)
* Change email address

* Email confirmation

* Email change test

* Lint

* Schema reset

* Set test email sender

* Select specific user fixture

* Refactor/cleanup

* Remove unused email_confirmation_token

* Current user would never be true

* Fix translation test failures
2025-01-31 11:29:49 -06:00
Josh Pigford
0696e1f2f7 Add/remove members and invitations (#1744)
* Add/remove members and invitations

* Lint
2025-01-30 13:13:37 -06:00
Tony Vincent
61321f6b16 fix: Only admins can generate invite codes (#1611)
* fix: Only admins can generate invite codes

* fix: raise error if user is not an admin when creating invite codesss
2025-01-23 20:47:51 -05:00
Zach Gollwitzer
ca8bdb6241 Fix budget money formatting (#1626) 2025-01-16 19:05:34 -05:00
Zach Gollwitzer
68617514b0 Make transaction enrichment opt-in for all users (#1552) 2024-12-17 09:58:08 -05:00
Zach Gollwitzer
fe199f2357 Add account data enrichment (#1532)
* Add data enrichment

* Make data enrichment optional for self-hosters

* Add categories to data enrichment

* Only update category and merchant if nil

* Fix name overrides

* Lint fixes
2024-12-13 17:22:27 -05:00
Zach Gollwitzer
49c353e10c Plaid portfolio sync algorithm and calculation improvements (#1526)
* Start tests rework

* Cash balance on schema

* Add reverse syncer

* Reverse balance sync with holdings

* Reverse holdings sync

* Reverse holdings sync should work with only trade entries

* Consolidate brokerage cash

* Add forward sync option

* Update new balance info after syncs

* Intraday balance calculator and sync fixes

* Show only balance for trade entries

* Tests passing

* Update Gemfile.lock

* Cleanup, performance improvements

* Remove account reloads for reliable sync outputs

* Simplify valuation view logic

* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
Zach Gollwitzer
65db49273c Account Activity View + Account Forms (#1406)
* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -05:00
Josh Pigford
793bd852a0 Family invites (#1397)
* Initial pass at household invites

* Invitee setup

* Clean up add member form

* Lint and other tweaks

* Security cleanup

* Lint

* i18n fixes

* More i18n cleanup

* Show pending invites

* Don't use turbo on the form

* Improved email design

* Basic tests

* Lint

* Update onboardings_controller.rb

* Registration + invite cleanup

* Lint

* Update brakeman.ignore

* Update brakeman.ignore

* Self host invite links

* Test tweaks

* Address missing param error
2024-11-01 10:23:27 -05:00
Zach Gollwitzer
6baffe7539 Beta Testing Round 3 Bug Fixes (#1357)
* Clean up env example files

* Fix duplicate category creations

* Fix duplicate tag and merchant creation

* Add initial valuation to imported accounts

* Add upgrade modal prompt

* Don't hide content on billing page

* Add temporary session for new customers

* Lint fixes

* Fix unused translations

* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Josh Pigford
31f3ff6a16 Billing (#1269)
* Change env SELF_HOSTING_ENABLED to SELF_HOSTED

* Initial Stripe implementation

* Fix portal link

* Use webhook signatures

* Migrated to new Stripe gem conventions

Also updated resource routing

* Added faraday-multipart gem to resolve middleware notice

* Merge fix

* Merge fix

* Temporary upgrade prompt for early access

* Lint fix

* i18n fixes

* Remove catch-all rescue

* Update .env.example
2024-10-08 14:37:47 -05:00
Zach Gollwitzer
1ffa13f3b3 Use DB for auth sessions (#1233)
* DB sessions

* Validations for profile image
2024-10-03 14:42:22 -04:00
Zach Gollwitzer
ab40289eb4 Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)
* Add basic date and time localization

* Normalize translations

* Localize transaction dates

* Removed unsupported Rails locales
2024-10-02 14:02:17 -04:00
Zach Gollwitzer
7fabca4679 Simplify self host settings controller (#1230) 2024-10-02 12:07:56 -04:00
Zach Gollwitzer
398b246965 CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
2024-10-01 10:47:59 -04:00
Jestin Palamuttam
23786b444a Fix: Escape button not being handled on settings pages (#1210)
* fix: escape button handler

* feat: location logic for settings page

* fix: linting errors

* fix: linting error

* refactor: settings test
2024-09-30 17:28:15 -04:00
Zach Gollwitzer
b4b4e5df31 Finalize profile settings page for v0.2.0-alpha (#1194)
* Finalize profile settings page

* Translations

* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c Finalize transaction drawer, simplify money form helpers (#1191)
* Finalize transaction drawer, simplify money form helpers

* Fix money form errors

* Reusable disclosure helper, fix styles

* Final style tweaks
2024-09-20 08:38:19 -04:00
Tony Vincent
edf44bec03 Add setting to disable new user registration on self-hosted instances (#1163)
* Add clipboard stimulus controller

* Add invite codes controller

* Setting to force invite code for new signups

* Fix erb linter

* Normalize keys

* Add POST /invite_codes

* Cleanup clipboard_controller.js

* Create invite codes on-demand

* Design changes

* Style alignment

* Update app/views/invite_codes/_invite_code.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Update app/views/invite_codes/_invite_code.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Split into individual forms

* Fix missing styles

* Update app/javascript/controllers/clipboard_controller.js

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Fix test

---------

Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Zach Gollwitzer
c05ee9b572 Remove unused settings temporarily (#1136) 2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c Categories, tags, merchants, and menus improvements (#1135) 2024-08-27 17:06:41 -04:00
Zach Gollwitzer
e51806b98b More composable forms (#989)
* Make forms more composable, opt-in to form builder

* Remove unused method

* Simpler money input controls

* Add in new form styling to imports

* Lint fixes

* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Zach Gollwitzer
c3314e62d1 Account::Entry Delegated Type (namespace updates part 7) (#923)
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
2024-07-01 10:49:43 -04:00
Zach Gollwitzer
da18c3d850 Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Jakub Kottnauer
a5212f0f5e Unify submit button styles and change cursor on account group (#905) 2024-06-24 06:49:08 -04:00
Zach Gollwitzer
dc3147c101 Move merchants to top-level namespace (#895) 2024-06-20 08:38:59 -04:00
Zach Gollwitzer
2681dd96b1 Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
d0a15b8a98 Improve self hosting docs and UI (#870) 2024-06-13 16:19:05 -04:00
Zach Gollwitzer
9956a9540e Add institution management and account editing controls (#868)
* Add institution management

* Allow user to select institution on create or edit

* Improve redirect behavior

* Final cleanup

* i18n normalization
2024-06-13 14:37:27 -04:00
Zach Gollwitzer
c5704ffd45 Improve account internal linking and redirect behavior (#864)
* Fix transaction row link and overflow

* Allow user to access imports from account page

* Clean up accounts controller, add link to account page from settings

* Add link to accounts management from accounts summary page

* Cleanup styles
2024-06-11 18:47:38 -04:00
pea-sys
0e15bda6eb fix: png file can be selected as profile images (#809)
Signed-off-by: pea-sys <49807271+pea-sys@users.noreply.github.com>
2024-05-26 08:55:31 -05:00
Zach Gollwitzer
457247da8e Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00