* Preserve existing demo data by default
Add SKIP_CLEAR environment variable to demo_data rake tasks.
Defaults to true (preserving existing data). Set SKIP_CLEAR=0
to wipe data before generating new demo data.
https://claude.ai/code/session_01GcoMc2SH3czPrbeGkHbmpE
* Add deterministic instatus.com API key for demo data
Create a read-only API key named "instatus.com" with a fixed value
when generating demo data. This allows uptime monitoring tools to
use a hardcoded API key that doesn't change between demo data runs.
The key is idempotent - if it already exists, it will be reused.
https://claude.ai/code/session_01GcoMc2SH3czPrbeGkHbmpE
* OK to name instatus to a point
* Remove all Instatus references
* Rename to create_monitoring_api_key! and scope lookup to admin_user
- Rename create_instatus_api_key! to create_monitoring_api_key! (snake_case)
- Scope API key lookup to admin_user instead of global ApiKey lookup
- Each family's admin now has their own monitoring API key
https://claude.ai/code/session_01GcoMc2SH3czPrbeGkHbmpE
---------
Co-authored-by: Claude <noreply@anthropic.com>
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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
* Add sync model
* Fresh fixtures for sync tests
* Sync tests overhaul
* Fix entry tests
* Complete remaining model test updates
* Update system tests
* Update demo data task
* Add system tests back to PR checks
* More simplifications, add empty family to fixtures for easier testing
* 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
An overhaul and cleanup of the transactions feature including:
- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
* Support all currencies, handle outside DB
* Remove currencies from seed
* Fix account balance namespace
* Set default currency on authentication
* Cache currency instances
* Implement multi-currency syncs with tests
* Series fallback, passing tests
* Fix conflicts
* Make value group concrete class that works with currency values
* Fix migration conflict
* Update tests to expect multi-currency results
* Update account list to use group method
* Namespace updates
* Fetch unknown exchange rates from API
* Fix date range bug
* Ensure demo data works without external API
* Enforce cascades only at DB level
* feat: add crypto account type to demo data
* fix: set currency to BTC, revert schema migration change and fix tests
* fix: update dates in time_series tests
* Handle Turbo updates with tabs
Fixes#491
* Add Filterable concern for controllers
* Add trendline chart
* Extract common UI to partials
* Series refactor
* Put placeholders for calculations in
* Add classification generated column to account
* Add basic net worth calculation
* Add net worth tests
* Get net worth graph working
* Fix lint errors
* Implement asset grouping query
* Make trends and series more intuitive
* Fully functional dashboard
* Remove logging
