* fix(categories): avoid index N+1 queries
Precompute category hierarchy groups and transaction membership for the categories settings index so the view no longer checks subcategories and transaction existence per rendered row.
Add a regression test for the query shape and stabilize a date-sensitive account statement coverage test that blocked the full suite on month-end-adjacent dates.
* fix(categories): preserve partial transaction fallback
Keep category list rendering compatible with callers that omit precomputed transaction membership data. Passing nil now lets the category row partial use its existing transaction existence fallback instead of forcing direct delete actions.
Add a view regression test for the fallback path.
* test(categories): cover parent deletion child transactions
* Bad merge confilict fix
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* Extract hardcoded strings to i18n
Replace numerous hardcoded English strings with I18n lookups (t / I18n.t) across controllers, views, helpers, and components, and convert model validation error messages to symbol keys. Added multiple locale files under config/locales for models and views. This centralizes user-facing notices/alerts, UI text, import/validation messages, and prepares the app for localization and easier translation maintenance.
* Update en.yml
* Update preview-cleanup.yml
* Revert "Update preview-cleanup.yml"
This reverts commit 1ba6d3c34c.
* test: align i18n assertions with translated messages
* Standardize balance error key and tweak locales
Replace SophtronAccount's :requires_balance error key with :no_balance and update related locale strings for sophtron, plaid, and simplefin accounts to use the new key and clearer copy. Also switch the QIF upload redirect notice to use a relative translation key (t('.qif_uploaded')), remove an unused SSO providers help line, and fix a trailing-newline/whitespace issue in the subscriptions locale. These changes standardize validation keys and improve translation consistency and messaging.
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Co-authored-by: KiloClaw <kiloclaw@openclaw.ai>
* Make categories global
This solves us A LOT of cash flow and budgeting problems.
* Update schema.rb
* Update auto_categorizer.rb
* Update income_statement.rb
* FIX budget sub-categories
* FIX sub-categories and tests
* Add 2 step migration
* fix: keep nav bar sticky at top
* fix: sticky on settings page
* fix: keep padding in settings page
* fix: make all settings page title sticky
* fix: make buttons sticky with title
* fix: set header bar min height
* fix: mobile responsive
* fix: reduce header bar
* Create shared ruler view
* Use collection rendering/spacer templates for rules, and new shared_ruler
* Use shared ruler for all the places a ruler is used
* Use shared ruler for imports and balance sheet
* Fix brakeman by using a static partial with a defined collection
* Standardize & improve a bunch of corners, fix some backgrounds, fix merchants for dark mode
* Update balance sheet
* misc cleanup
* Fix import table
* Remove middot
* Add lookbook + viewcomponent, organize design system file
* Build menu component
* Button updates
* More button fixes
* Replace all menus with new ViewComponent
* Checkpoint: fix tests, all buttons and menus converted
* Split into Link and Button components for clarity
* Button cleanup
* Simplify custom confirmation configuration in views
* Finalize button, link component API
* Add toggle field to custom form builder + Component
* Basic tabs component
* Custom tabs, convert all menu / tab instances in app
* Gem updates
* Centralized icon helper
* Update all icon usage to central helper
* Lint fixes
* Centralize all disclosure instances
* Dialog replacements
* Consolidation of all dialog styles
* Test fixes
* Fix app layout issues, move to component with slots
* Layout simplification
* Flakey test fix
* Fix dashboard mobile issues
* Finalize homepage
* Lint fixes
* Fix shadows and borders in dark mode
* Fix tests
* Remove stale class
* Fix filled icon logic
* Move transparent? to public interface
* Domain model sketch
* Scaffold out rules domain
* Migrations
* Remove existing data enrichment for clean slate
* Sketch out business logic and basic tests
* Simplify rule scope building and action executions
* Get generator working again
* Basic implementation + tests
* Remove manual merchant management (rules will replace)
* Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e.
* Family and Provider merchants model
* Fix brakeman warnings
* Fix notification loader
* Update notification position
* Add Rule action and condition registries
* Rule form with compound conditions and tests
* Split out notification types, add CTA type
* Rules form builder and Stimulus controller
* Clean up rule registry domain
* Clean up rules stimulus controller
* CTA message for rule when user changes transaction category
* Fix tests
* Lint updates
* Centralize notifications in Notifiable concern
* Implement category rule prompts with auto backoff and option to disable
* Fix layout bug caused by merge conflict
* Initialize rule with correct action for category CTA
* Add rule deletions, get rules working
* Complete dynamic rule form, split Stimulus controllers by resource
* Fix failing tests
* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Add re-apply rule action
* Rule confirm modal
* Run migrations
* Trigger rule notification after inline category updates
* Clean up rule styles
* Basic attribute locking for rules
* Apply attribute locks on user edits
* Log data enrichments, only apply rules to unlocked attributes
* Fix merge errors
* Additional merge conflict fixes
* Form UI improvements, ignore attribute locks on manual rule application
* Batch AI auto-categorization of transactions
* Auto merchant detection, ai enrichment in batches
* Fix Plaid merchant assignments
* Plaid category matching
* Cleanup 1
* Test cleanup
* Remove stale route
* Fix desktop chat UI issues
* Fix mobile nav styling issues
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 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
