Commit Graph

41 Commits

Author SHA1 Message Date
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
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
Josh Pigford
b803ddac96 Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth

* Add API test routes and update Doorkeeper token handling for test environment

- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.

* Implement API key authentication and enhance access control

- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.

* Add API key rate limiting and usage tracking

- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.

* Add Jbuilder for JSON rendering and refactor AccountsController

- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.

* Add transactions resource to API routes

- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.

* Enhance API authentication and onboarding handling

- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.

* Fix rubocop offenses

- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

* Fix API test failures and improve test reliability

- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop

All tests now pass and linting is clean.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

* Add API transactions controller warning to brakeman ignore

The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
Alex Hatzenbuhler
3371243a00 Use single list for desktop and mobile nav bars (#2227)
* Add rules_label to locale file

* Add rules to settings sidebar, use locale text

* Use a single list for mobile and desktop nav
2025-05-09 09:52:18 -04:00
Zach Gollwitzer
297a695d0f Transaction rules engine V1 (#1900)
* 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
2025-04-18 11:39:58 -04:00
neo773
65e1bc6edd Feature: Implement Mobile Responsiveness (#2092)
* WIP

* WIP

* WIP

* WIP

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* WIP

* WIP

* format

* WIP

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* WIP

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* WIP

* WIP

* WIP

* WIP

* WIP

* fix conflict

* fix conflict

* chore: run rubocop

* fix test

* update PWA logo

* fix tests

* chore: lint

* fix test

* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
Josh Pigford
88a6373e84 Implement dark mode (#2078)
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
19cc63c8f4 Use Redis for ActiveJob and ActionCable (#2004)
* Use Redis for ActiveJob and ActionCable

* Fix alwaysApply setting

* Update queue names and weights

* Tweak weights

* Update job queues

* Update docker setup guide

* Remove deprecated upgrade columns from users table

* Refactor Redis configuration for Sidekiq and caching in production environment

* Add Sidekiq Sentry monitoring

* queue naming fix

* Clean up schema
2025-03-19 12:36:16 -04:00
Josh Pigford
ed55ef624b Update billing settings view and locales 2025-03-11 13:00:34 -05:00
Nikhil Badyal
26762477a3 Preference to set default_period (#1941) 2025-03-07 10:05:54 -05:00
Tony Vincent
8208722247 Feat: Data "reset" button (#1913)
* feat: Allow admins to delete family data

* feat: Allow self-hosting users to delete cached data

* Remove system tests
2025-02-28 07:49:12 -05:00
Zach Gollwitzer
d75be2282b New Design System + Codebase Refresh (#1823)
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
2025-02-21 11:57:59 -05:00
Josh Pigford
842e37658c Multi-factor authentication (#1817)
* Initial pass

* Tests for MFA and locale cleanup

* Brakeman

* Update two-factor authentication status styling

* Update app/models/user.rb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Refactor MFA verification and session handling in tests

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-02-06 14:16:53 -06:00
Josh Pigford
41873de11d Allow users to update their email address (#1745)
* Change email address

* Email confirmation

* Email change test

* Lint

* Schema reset

* Set test email sender

* Select specific user fixture

* Refactor/cleanup

* Remove unused email_confirmation_token

* Current user would never be true

* Fix translation test failures
2025-01-31 11:29:49 -06:00
Josh Pigford
0696e1f2f7 Add/remove members and invitations (#1744)
* Add/remove members and invitations

* Lint
2025-01-30 13:13:37 -06:00
Zach Gollwitzer
68617514b0 Make transaction enrichment opt-in for all users (#1552) 2024-12-17 09:58:08 -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
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
f2739b79fb Improve password reset flow, normalize translations 2024-11-05 17:15:29 -05:00
alekseyp
12e4f1067d Update en.yml (#1401)
Signed-off-by: alekseyp <aleksey.potaneyko@gmail.com>
2024-11-01 15:01:47 -05:00
Josh Pigford
793bd852a0 Family invites (#1397)
* Initial pass at household invites

* Invitee setup

* Clean up add member form

* Lint and other tweaks

* Security cleanup

* Lint

* i18n fixes

* More i18n cleanup

* Show pending invites

* Don't use turbo on the form

* Improved email design

* Basic tests

* Lint

* Update onboardings_controller.rb

* Registration + invite cleanup

* Lint

* Update brakeman.ignore

* Update brakeman.ignore

* Self host invite links

* Test tweaks

* Address missing param error
2024-11-01 10:23:27 -05:00
Zach Gollwitzer
6baffe7539 Beta Testing Round 3 Bug Fixes (#1357)
* Clean up env example files

* Fix duplicate category creations

* Fix duplicate tag and merchant creation

* Add initial valuation to imported accounts

* Add upgrade modal prompt

* Don't hide content on billing page

* Add temporary session for new customers

* Lint fixes

* Fix unused translations

* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
1d20de770f User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Josh Pigford
31f3ff6a16 Billing (#1269)
* Change env SELF_HOSTING_ENABLED to SELF_HOSTED

* Initial Stripe implementation

* Fix portal link

* Use webhook signatures

* Migrated to new Stripe gem conventions

Also updated resource routing

* Added faraday-multipart gem to resolve middleware notice

* Merge fix

* Merge fix

* Temporary upgrade prompt for early access

* Lint fix

* i18n fixes

* Remove catch-all rescue

* Update .env.example
2024-10-08 14:37:47 -05:00
Zach Gollwitzer
7fabca4679 Simplify self host settings controller (#1230) 2024-10-02 12:07:56 -04:00
Zach Gollwitzer
b4b4e5df31 Finalize profile settings page for v0.2.0-alpha (#1194)
* Finalize profile settings page

* Translations

* Add ghost button to search menu
2024-09-20 15:56:21 -04:00
Tony Vincent
edf44bec03 Add setting to disable new user registration on self-hosted instances (#1163)
* Add clipboard stimulus controller

* Add invite codes controller

* Setting to force invite code for new signups

* Fix erb linter

* Normalize keys

* Add POST /invite_codes

* Cleanup clipboard_controller.js

* Create invite codes on-demand

* Design changes

* Style alignment

* Update app/views/invite_codes/_invite_code.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Update app/views/invite_codes/_invite_code.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Split into individual forms

* Fix missing styles

* Update app/javascript/controllers/clipboard_controller.js

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Fix test

---------

Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-09-11 13:04:39 -04:00
Zach Gollwitzer
c05ee9b572 Remove unused settings temporarily (#1136) 2024-08-27 17:10:31 -04:00
Pedro Carmona
14c4b9e93c Refactor: Use native error i18n lookup (#1076) 2024-08-12 20:38:58 -04:00
Zach Gollwitzer
457247da8e Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00
Zach Gollwitzer
45ae4a9737 CSV Transaction Imports (#708)
Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00
Christian
dc024d63b0 Feature/profile image uploads (#687)
* Introduce ActiveStorage

* Add active storage related service gems

* Update storage.yml

* Install image processing gem
- sudo apt-get install libvips (required dependency)

* Set default active storage service

* Add profile image to user model

* Amend form to allow profile images to be saved, introduce stimulus controller.

* Purge image when form is blank

* Update markup/stimulus controller

* Add test for profile image uplaods

* Add profile image validation

* Use rails guide gem versions

* Use correct ERB syntax and make all storage options configurable

* Ensure form submits when user clears profile image

* Add profile image thumbnail method

* Extract profile image to a partial

* Updates env.example and storage.yml

* Fix bug with double form save

* Add profile image to the sidenav

* Update production config

* Fix ERB formatting

* normalize en.yml

* Handle non-square images

* Use pre-processing on thumbnail variant

* Resovle gemfile.lock issues

* Rubocop style changes

---------

Signed-off-by: Christian <47796704+crobbo@users.noreply.github.com>
Co-authored-by: Christian Robinson <christian@robbo.dev>
2024-04-30 13:38:33 -04:00
Josh Brown
19ee773d9b Add ability to delete Maybe account (#698)
* Build out user deactivation and purging workflows

* Add i18n translations for user deletion

* Add tests for user deletion

* Fix lint issue
2024-04-30 11:40:31 -04:00
Thibaut Gorioux
6fdb8e8d69 Allow a self-hosted user to configure their SMTP settings directly from within the UI (#682)
* Add setting fields to model

* Allow to configure SMTP settings

* Normalize locales

* Cleanup locales

* Remove 'coming soon'

* fix test

* Reset credentials

* Reset development config

* Check smtp spelling

* Use post instead of get method

* TLS ENV variable is more descriptive

* Rework application mailer

* Follow rails convention for mailer action params

* Reset schema.rb to main

* Test WIP

* Add test for controller and mailer

* Move tests from controller to model

* Custom error message if settings are not all present

* Comment smtp config in development env

* Add default tls enabled value

* Rubocop

* Fix controller test

* Reset credentials

* Normalize locales

* Test

* fix test

* Fix application mailer test that fails randomly

* Error flash message instead of notice

* Rework application mailer tests
2024-04-29 16:44:24 -04:00
Zach Gollwitzer
e7fe1b5a4b Reorder settings nav and add translations (#680)
* Reorder settings nav and add translations

* Attempt to fix flaky system test
2024-04-25 16:31:12 -04:00
Zach Gollwitzer
8ea7b54fe8 Update self host settings page styles (#677)
* Update page styles

* Add new styles to self host settings page

* Update self hosting page title
2024-04-25 14:55:39 -04:00
Zach Gollwitzer
5a5f13b46b Add new settings profile and preferences pages (#672)
* Add new settings profile and preferences pages

* Fix lint errors
2024-04-25 07:54:56 -04:00
Zach Gollwitzer
9bda7efc3f New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00
Zach Gollwitzer
5aca2ff9b6 Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00