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Author SHA1 Message Date
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
Zach Gollwitzer
188126d402 Fix activity view "new" button styles 2025-07-10 15:30:22 -04:00
Ezra Adeyinka
1a2d973f4b chore: fix armenian dram incorrect symbol (#2451) 2025-07-10 12:39:25 -04:00
Josh Pigford
a91441bcc8 Remove old unique index on device_id in mobile_devices migration to allow multiple users to share the same device. 2025-07-09 09:22:51 -05:00
Josh Pigford
8d0c1c5a56 Update database schema: increment version to 2025_07_02_173231, modify virtual column definition for classification, and add new indexes for entries and exchange rates. 2025-07-09 09:20:56 -05:00
dependabot[bot]
e848db2aa1 Bump sidekiq from 8.0.4 to 8.0.5 (#2441) 
---
updated-dependencies:
- dependency-name: sidekiq
  dependency-version: 8.0.5
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:39:36 -04:00
dependabot[bot]
e7043328e4 Bump pagy from 9.3.4 to 9.3.5 (#2444) 
---
updated-dependencies:
- dependency-name: pagy
  dependency-version: 9.3.5
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:39:19 -04:00
dependabot[bot]
d77c683d59 Bump faraday from 2.13.1 to 2.13.2 (#2442) 
---
updated-dependencies:
- dependency-name: faraday
  dependency-version: 2.13.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:28:24 -04:00
dependabot[bot]
aaf24e1309 Bump stripe from 15.2.1 to 15.3.0 (#2445) 
---
updated-dependencies:
- dependency-name: stripe
  dependency-version: 15.3.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:25:31 -04:00
dependabot[bot]
f9b131a5db Bump faker from 3.5.1 to 3.5.2 (#2448) 
---
updated-dependencies:
- dependency-name: faker
  dependency-version: 3.5.2
  dependency-type: direct:development
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-07-07 16:22:10 -04:00