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Author SHA1 Message Date
Vincent Teo
aca1da146f feat: sort accounts by name in main page (#19) 2025-07-29 06:27:49 +02:00
PrplHaz4
34e775ae95 Update Plaid Docs: Rebrand to Sure and add note about delayed OAuth (#13) 
Update setting up Plaid Sync docs
- Rebrand to Sure
- Add note about delayed OAuth approval timelines

Signed-off-by: PrplHaz4 <PrplHaz4@users.noreply.github.com>
 2025-07-29 05:31:34 +02:00
Daddie0
da3bed8eec chore: Add complete Norwegian Translation (#32) 
* fix: Capitialize month and day names in Norwegian

* fix: Add missing filler word

* chore: rebrand from Maybe to Sure

* chore: Add nb mail invite translation

* chore: Add nb translation for account model

* chore: Add address model translation

* chore: Add nb translation for entry model

* chore: add nb translation for time_series model

* chore: Add nb translation transfer mdoel

* chore: Add nb translation to trend model

* chore: Add nb translation to user model

* chore: more translations

* chore: More translation

* Update config/locales/views/application/nb.yml

Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>

* Update config/locales/views/credit_cards/nb.yml

Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>

* chore: more translations

* chore: rename more maybe strings to NB

* chore: more translations

* chore: More nb translations....

* chore: Final translations nb

* Update config/locales/views/accounts/nb.yml

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>

---------

Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
 2025-07-28 22:22:42 +02:00
dependabot[bot]
bb2df2086f Bump thor from 1.3.2 to 1.4.0 (#9) 
Bumps [thor](https://github.com/rails/thor) from 1.3.2 to 1.4.0.
- [Release notes](https://github.com/rails/thor/releases)
- [Commits](https://github.com/rails/thor/compare/v1.3.2...v1.4.0)

---
updated-dependencies:
- dependency-name: thor
  dependency-version: 1.4.0
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-28 19:10:07 +02:00
Juan José Mata
2a017c1a40 Another README.md update (#29) 
* Another README.md update
* Capitalization matters

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
 2025-07-28 08:45:33 +02:00
Daddie0
1d0cdb94d9 chore: rename from maybe to sure (#28) 2025-07-28 07:31:13 +02:00
neo
fb185215e5 doc: Add links to translated README versions (#18) 
Added language selection links to the README for easier access to translated versions: German, Spanish, French, Japanese, Korean, Portuguese, Russian, and Chinese.

Signed-off-by: neo <neo.dowithless@gmail.com>
 2025-07-27 06:22:00 +02:00
Musab Ustun
d3f35f100f Complete Turkish Language Support (#4) 
* Turkish language files added

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
 2025-07-27 06:18:22 +02:00
Juan José Mata
d8b62cb959 Merge pull request #8 from we-promise/dependabot/bundler/nokogiri-1.18.9 
Bump nokogiri from 1.18.8 to 1.18.9
 2025-07-25 17:22:37 -07:00
dependabot[bot]
cf20cdf96f Bump nokogiri from 1.18.8 to 1.18.9 
Bumps [nokogiri](https://github.com/sparklemotion/nokogiri) from 1.18.8 to 1.18.9.
- [Release notes](https://github.com/sparklemotion/nokogiri/releases)
- [Changelog](https://github.com/sparklemotion/nokogiri/blob/main/CHANGELOG.md)
- [Commits](https://github.com/sparklemotion/nokogiri/compare/v1.18.8...v1.18.9)

---
updated-dependencies:
- dependency-name: nokogiri
  dependency-version: 1.18.9
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
 2025-07-26 00:11:58 +00:00
Juan José Mata
79b54eac25 Merge pull request #6 from we-promise/jjmata/update-readme 
Add new Discord link to README
 2025-07-25 12:43:41 -07:00
Juan José Mata
e222a5c2ea Add new Discord link 
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
 2025-07-25 21:42:11 +02:00
Juan José Mata
7f2ef25327 Merge pull request #1 from Facinorous-420/main 
Create plaid.md
 2025-07-25 09:33:21 -07:00
Juan José Mata
4da9acd2d8 Merge pull request #5 from we-promise/jjmata/update-readme 
Quick update of README
 2025-07-25 08:26:17 -07:00
Juan José Mata
37c6ce1883 Capitalization matters 
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
 2025-07-25 17:24:46 +02:00
Juan José Mata
a838b8a76a Update README.md for latest copy 
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
 2025-07-25 17:24:24 +02:00
Facinorous
cb0d8e0319 Update plaid.md 
Update instructions

Signed-off-by: Facinorous <63425706+Facinorous-420@users.noreply.github.com>
 2025-07-25 02:20:44 -04:00
Facinorous
26b55919f9 Merge branch 'maybe-finance:main' into main 2025-07-25 02:18:09 -04:00
Zach Gollwitzer
77b5469832 Add attribution note 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
v0.6.0 		2025-07-24 18:20:44 -04:00
Zach Gollwitzer
a90899668f Fix pasting issue for markdown link 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2025-07-24 18:13:56 -04:00
Zach Gollwitzer
fd9ba8c1b9 Link update 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2025-07-24 18:12:07 -04:00
Zach Gollwitzer
a2cfa0356f Add final release note to README 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2025-07-24 18:11:29 -04:00
Zach Gollwitzer
224f21354a Bump to v0.6.0 2025-07-24 17:34:28 -04:00
Zach Gollwitzer
3fb379d140 Sync family icon button 2025-07-24 17:34:00 -04:00
Zach Gollwitzer
d90d35d97b Hosted version notice 2025-07-24 14:28:54 -04:00
Zach Gollwitzer
5baf258a32 Fix transactions tool call for chat 2025-07-24 14:09:30 -04:00
Zach Gollwitzer
bacab94a1b Fix import reverts 2025-07-24 11:41:42 -04:00
Zach Gollwitzer
7698ec03b9 Fix rule toggles 2025-07-24 11:30:40 -04:00
Zach Gollwitzer
0329a5f211 Data exports (#2517) 
* Import / export UI

* Data exports

* Lint fixes, brakeman update
 2025-07-24 10:50:05 -04:00
Zach Gollwitzer
b7c56e2fb7 Test fixes 2025-07-23 20:00:32 -04:00
Zach Gollwitzer
764164cf57 [claudesquad] update from 'transaction-page-filter-tweaks' on 23 Jul 25 18:27 EDT (#2513) 2025-07-23 18:37:31 -04:00
Zach Gollwitzer
ef49268278 [claudesquad] update from 'totals-rounding-and-sum' on 23 Jul 25 18:30 EDT (#2514) 2025-07-23 18:37:05 -04:00
Zach Gollwitzer
527a6128b6 Fix budget navigation to allow selecting previous months 
- Allow going back 2 years minimum even without entries
- Update oldest_valid_budget_date to use min of entry date or 2 years ago
- Add comprehensive tests for budget date validation
- Fixes issue where users couldn't select prior budget months
 2025-07-23 18:26:04 -04:00
Zach Gollwitzer
32ec57146e Fix form submission triggers (#2512) 2025-07-23 18:21:37 -04:00
Zach Gollwitzer
f7f6ebb091 Use new balance components in activity feed (#2511) 
* Balance reconcilations with new components

* Fix materializer and test assumptions

* Fix investment valuation calculations and recon display

* Lint fixes

* Balance series uses new component fields
 2025-07-23 18:15:14 -04:00
Juliano Julio Costa
3f92fe0f6f Relax API rate limits for self-hosted deployments (#2465) 
- Introduced NoopApiRateLimiter to effectively disable API rate limiting for self-hosted mode.
- Updated ApiRateLimiter to delegate to NoopApiRateLimiter when running self-hosted.
- Increased Rack::Attack throttle limits significantly for self-hosted deployments.
- Added tests for NoopApiRateLimiter to ensure correct behavior.
- This allows self-hosted users to make more API requests without restriction, while keeping stricter limits for SaaS deployments.
 2025-07-23 10:10:11 -04:00
Zach Gollwitzer
da2045dbd8 Additional cache columns on balances for activity view breakdowns (#2505) 
* Initial schema iteration

* Add new balance components

* Add existing data migrator to backfill components

* Update calculator test assertions for new balance components

* Update flow assertions for forward calculator

* Update reverse calculator flows assumptions

* Forward calculator tests passing

* Get all calculator tests passing

* Assert flows factor
 2025-07-23 10:06:25 -04:00
Akshay Birajdar
347c0a7906 feat: Only show active accounts for transaction form (#2484) 2025-07-22 06:21:00 -04:00
Zach Gollwitzer
321a343df4 Fix title for activity feed 2025-07-19 13:22:56 -04:00
Zach Gollwitzer
e8eb32d2ae Start and end balance breakdown in activity view (#2466) 
* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class
 2025-07-18 17:56:25 -04:00
Zach Gollwitzer
ab6fdbbb68 Component namespacing (#2463) 
* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT

* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT

* Update stimulus controller references to use namespace

* Fix remaining tests
 2025-07-18 08:30:00 -04:00
Zach Gollwitzer
d5b147f2cd Add indexes to core models (#2464) 
* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:03 EDT

* [claudesquad] update from 'add-indexes-to-core-models' on 18 Jul 25 08:09 EDT
 2025-07-18 08:19:44 -04:00
Zach Gollwitzer
8c97c9d31a Consolidate and simplify account pages (#2462) 
* Remove ScrollFocusable

* Consolidate and simplify account pages

* Lint fixes

* Fix tab param initialization

* Remove stale files

* Remove stale route, make accountable routes clearer
 2025-07-18 05:52:18 -04:00
Zach Gollwitzer
3eea5a9891 Add auto-update strategies for current balance on manual accounts (#2460) 
* Add auto-update strategies for current balance on manual accounts

* Remove deprecated BalanceUpdater, replace with new methods
 2025-07-17 06:49:56 -04:00
Zach Gollwitzer
52333e3fa6 Add reconciliation manager (#2459) 
* Add reconciliation manager

* Fix notes editing
 2025-07-16 11:31:47 -04:00
Zach Gollwitzer
89cc64418e Add confirmation dialog for balance reconciliation creates and updates (#2457) 2025-07-15 18:58:40 -04:00
Zach Gollwitzer
c1d98fe73b Start and end balance anchors for historical account balances (#2455) 
* Add kind field to valuation

* Fix schema conflict

* Add kind to valuation

* Scaffold opening balance manager

* Opening balance manager implementation

* Update account import to use opening balance manager + tests

* Update account to use opening balance manager

* Fix test assertions, usage of current balance manager

* Lint fixes

* Add Opening Balance manager, add tests to forward calculator

* Add credit card to "all cash" designation

* Simplify valuation model

* Add current balance manager with tests

* Add current balance logic to reverse calculator and plaid sync

* Tweaks to initial calc logic

* Ledger testing helper, tweak assertions for reverse calculator

* Update test assertions

* Extract balance transformer, simplify calculators

* Algo simplifications

* Final tweaks to calculators

* Cleanup

* Fix error, propagate sync errors up to parent

* Update migration script, valuation naming
 2025-07-15 11:42:41 -04:00
Zach Gollwitzer
9110ab27d2 Centralize entry naming (#2454) 
* Centralize entry naming

* Lint fixes, code style
 2025-07-10 18:40:38 -04:00
Zach Gollwitzer
afbfb474c2 Remove rate limit for api test cases 2025-07-10 16:04:36 -04:00
Zach Gollwitzer
fe8aebe920 Don't raise on invalid demo data 2025-07-10 16:01:47 -04:00