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875 Commits 82 Branches 49 Tags
71598d26cb20ee9f50a9db8dbfa8ca58c99f4a8d
Commit Graph

461 Commits

Author SHA1 Message Date
Zach Gollwitzer
997d0355d4 Use livereload from source 2025-01-07 11:54:19 -05:00
Zach Gollwitzer
2c30e18c9b Fix enrichment setting 2025-01-07 11:31:44 -05:00
Zach Gollwitzer
307a3687e8 Transfer and Payment auto-matching, model and UI improvements (#1585) 
* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
 2025-01-07 09:41:24 -05:00
Tony Vincent
46e129308f Fix: breaking change after bumping hotwire-livereload to 2.0.0 (#1589) 
Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
 2025-01-03 15:36:11 -06:00
Kabiru Mwenja
dba10c2bc8 Fix unknown attribute 'parent_category' for Category in demo generator (#1575) 
```ruby
❯ bin/rails demo_data:reset
user reset
bin/rails aborted!
ActiveModel::UnknownAttributeError: unknown attribute 'parent_category' for Category. (ActiveModel::UnknownAttributeError)

          raise UnknownAttributeError.new(self, k.to_s)
```

Follows: https://github.com/maybe-finance/maybe/pull/1561
 2024-12-30 10:04:58 -05:00
Tony Vincent
b0d9891133 fix: Bug creating duplicate category leads to crash screen (#1577) 
Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
 2024-12-30 10:04:38 -05:00
Tony Vincent
9d217afb9f feat: Save error backtrace for sync errors for better debugging (#1578) 
Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
 2024-12-30 10:04:05 -05:00
Zach Gollwitzer
77def1db40 Nested Categories (#1561) 
* Prepare entry search for nested categories

* Subcategory implementation

* Remove caching for test stability
 2024-12-20 11:37:26 -05:00
Zach Gollwitzer
a4d10097d5 Preserve pagination on entry updates (#1563) 
* Preserve pagination on entry updates

* Test fix
 2024-12-20 11:24:46 -05:00
Zach Gollwitzer
7be6a372bf Preserve original transaction names when enriching (#1556) 
* Preserve original transaction name

* Remove stale method

* Fix tests
 2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0 Make transaction enrichment opt-in for all users (#1552) 2024-12-17 09:58:08 -05:00
Zach Gollwitzer
bb9fa56add Fix date format validation error (#1551) 
* Fix date format validation error

* Order trades, fix flaky test
 2024-12-16 13:21:30 -05:00
Zach Gollwitzer
45add7512b Handle nil name for entries (#1550) 
* Handle nil name for entries

* Fix tests
 2024-12-16 12:52:11 -05:00
Zach Gollwitzer
9130089950 Make data enrichment opt-in 2024-12-16 10:37:59 -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
4866a4f8e4 Increase cache time for upgrades 
Fixes #1525
 2024-12-12 15:14:54 -05:00
Zach Gollwitzer
027c18297b Fix holding avg cost calculation 2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146 Plaid sync tests and multi-currency investment support (#1531) 
* Plaid sync tests and multi-currency investment support

* Fix system test

* Cleanup

* Remove data migration
 2024-12-12 08:56:52 -05:00
Zach Gollwitzer
b2a56aefc1 Update Plaid cash balance on each sync 2024-12-10 18:54:09 -05:00
Zach Gollwitzer
46131fb496 Fix unique constraint errors on sync 2024-12-10 18:16:53 -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
a9daba16c1 Fix account activity view search 2024-12-05 08:39:16 -05:00
Nikhil Badyal
13bec4599f Handle invalid API key (#1515) 
* Handle invalid API key

* Show error on invalid API key
 2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3 Updated domain to maybefinance.com 2024-12-03 11:09:57 -06:00
Zach Gollwitzer
c456950de8 Fix transaction filters selection bar controller error 2024-12-02 14:06:56 -05:00
Zach Gollwitzer
9ec94cd1fa Add context to plaid sync errors 2024-12-02 12:04:54 -05:00
Zach Gollwitzer
d592495be5 Fix sync error when security missing 2024-12-02 10:53:16 -05:00
Zach Gollwitzer
c3248cd796 Improve account transaction, trade, and valuation editing and sync experience (#1506) 
* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
 2024-11-27 16:01:50 -05:00
Nikhil Badyal
76f2714006 Updated usage check threshold to 100pc instead of 1 (#1504) 2024-11-26 18:33:26 -05:00
Josh Pigford
a9b61a655b Synth error handling (#1502) 
* Synth error handling

* Revert "Synth error handling"

This reverts commit fd6a0a12b49eee23ad8d7473ef15c12cf425e0c4.

* Simplify overage messaging
 2024-11-26 07:45:00 -06:00
Zach Gollwitzer
955f211fe0 Allow 0 qty for Plaid imported trades 2024-11-25 13:28:31 -05:00
Evlos
570a0c7ff6 [#] base_url on synth.rb (#1490) 2024-11-25 10:17:00 -05:00
Zach Gollwitzer
a4adfed82b Disable Plaid i18n until we support full i18n 2024-11-25 09:48:21 -05:00
Zach Gollwitzer
03e92e63a5 Attempt to sync transactions regardless of main item type 2024-11-25 09:32:07 -05:00
Arsen Shkrumelyak
c1034e6edf Update index method in AccountsController to fetch all accounts (#1491) 
* Fetch all manual accounts, regardless of their active status
* Fetch all Plaid items, regardless of their active status
 2024-11-22 15:28:36 -05:00
Arsen Shkrumelyak
1c2f075053 Fix bug: Loan % doesn't allow exact rate (#1492) 
* Fix bug: Loan % doesn't allow exact rate

Fixes #1487

Change the step of the interest rate field to 0.005.

It's unlikely that we'll see interest rates in smaller increments.

* step 0.005

* migration for loan interest rates precision

* add new line
 2024-11-22 15:28:10 -05:00
Jestin Palamuttam
571fc4db75 Replaced Native Scrollbars with Tailwind Scrollbars on Windows (#1493) 
* feat: scrollbar styling for windows browsers

* fix: lint
 2024-11-22 15:27:07 -05:00
Josh Pigford
c8302a6d49 Let super admins toggle admin bar 2024-11-22 14:22:52 -06:00
Zach Gollwitzer
c309c8abf8 Safely call liability object when syncing 2024-11-22 10:41:16 -05:00
Nico
242eb5cea1 Calculates balance based on previous transaction on the same date (#1483) 2024-11-22 09:38:41 -05:00
Zach Gollwitzer
6996a225ba Add post-sync UI stream updates (#1482) 
* Add post-sync UI stream updates

* Fix stream channel id
 2024-11-20 16:46:06 -05:00
Zach Gollwitzer
e641cfccd4 Add post-sync hook (#1479) 2024-11-20 11:01:52 -05:00
Zach Gollwitzer
d1b506d16c Pass date as UTC for graphs 2024-11-19 16:23:21 -05:00
Zach Gollwitzer
81d604f3d4 Fix transfers and form currencies (#1477) 2024-11-18 15:50:47 -05:00
Zach Gollwitzer
fcb95207d7 Limit transaction editing for crypto accounts 2024-11-18 12:49:03 -05:00
Zach Gollwitzer
743e291d56 Fix tooltip trend color 2024-11-18 12:01:27 -05:00
Zach Gollwitzer
6105f822b7 Display chart dates in UTC 2024-11-18 11:44:41 -05:00
Alex
9cc9f42bdc Allow custom column separator for CSV parsing in uploads controller (#1470) 
* Allow custom column separator for CSV parsing in uploads controller

* Add column separator parameter for CSV uploads in tests
 2024-11-18 11:31:17 -05:00
Zach Gollwitzer
0af5faaa9f Make encryption config optional for self hosting users (#1476) 
* Fix redirect 404 bug

* Make encryption optional for self-hosters

* Fix test
 2024-11-18 10:47:05 -05:00
Zach Gollwitzer
69f6d7f8ea Enable consent for additional plaid products 2024-11-15 17:33:18 -05:00