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Author SHA1 Message Date
Zach Gollwitzer
e72625de20 Fix totals logic on transactions view 2025-06-18 18:03:31 -04:00
Zach Gollwitzer
9a3ab9b9a3 Cleanup comments, logic in search 2025-06-18 17:51:36 -04:00
Zach Gollwitzer
d0ca554065 Update cursor rules 2025-06-18 17:03:59 -04:00
Zach Gollwitzer
f7377e20a3 Clean up transactions controller 2025-06-18 17:03:54 -04:00
Zach Gollwitzer
b136787a6a Decouple transactions endpoint from IncomeStatement 2025-06-18 13:09:01 -04:00
Zach Gollwitzer
415fd670b6 Update transaction search 2025-06-17 21:01:33 -04:00
Zach Gollwitzer
e4a22f81a0 Fix test 2025-06-17 18:27:26 -04:00
Zach Gollwitzer
d2c8ea74cf Remove temporary cache-warming strategy 2025-06-17 18:18:11 -04:00
Zach Gollwitzer
940886c5fc Remove unused exchange rate query lines 2025-06-17 18:14:34 -04:00
Zach Gollwitzer
5bb3d27412 Query optimizations 2025-06-17 17:55:51 -04:00
Zach Gollwitzer
84b654c4f8 Remove BaseQuery, write entire query in each class for clarity 2025-06-17 17:43:53 -04:00
Zach Gollwitzer
4f1cde9a27 Tweak migration 2025-06-17 15:29:17 -04:00
Zach Gollwitzer
cd41e61caa Remove stale methods 2025-06-17 14:37:27 -04:00
Zach Gollwitzer
1e76df9520 Creator form pattern 2025-06-17 12:54:09 -04:00
Zach Gollwitzer
b049f23cad Fix method naming conflict 2025-06-17 11:31:46 -04:00
Zach Gollwitzer
ae4a4e22b2 Basic transfer creator 2025-06-17 11:03:16 -04:00
Zach Gollwitzer
12cbab035c add kind to transaction model 2025-06-16 18:30:34 -04:00
Zach Gollwitzer
13a64a1694 Fix failing CI 2025-06-16 11:07:38 -04:00
Kenrick Tandrian
b900cc9272 Fix: ticker combobox background and text color (#2370) 
* fix(ui): hotwire combobox bg color

* fix(ui): text color
 2025-06-16 09:58:37 -04:00
dependabot[bot]
dc505cfcff Bump rack-mini-profiler from 3.3.1 to 4.0.0 (#2381) 
Bumps [rack-mini-profiler](https://github.com/MiniProfiler/rack-mini-profiler) from 3.3.1 to 4.0.0.
- [Release notes](https://github.com/MiniProfiler/rack-mini-profiler/releases)
- [Changelog](https://github.com/MiniProfiler/rack-mini-profiler/blob/master/CHANGELOG.md)
- [Commits](https://github.com/MiniProfiler/rack-mini-profiler/compare/v3.3.1...v4.0.0)

---
updated-dependencies:
- dependency-name: rack-mini-profiler
  dependency-version: 4.0.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-06-16 09:05:00 -04:00
dependabot[bot]
96ac1dd45f Bump lookbook from 2.3.9 to 2.3.10 (#2379) 
Bumps [lookbook](https://github.com/lookbook-hq/lookbook) from 2.3.9 to 2.3.10.
- [Release notes](https://github.com/lookbook-hq/lookbook/releases)
- [Commits](https://github.com/lookbook-hq/lookbook/compare/v2.3.9...v2.3.10)

---
updated-dependencies:
- dependency-name: lookbook
  dependency-version: 2.3.10
  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>
 2025-06-16 09:04:37 -04:00
dependabot[bot]
5a38159c28 Bump plaid from 40.0.0 to 41.0.0 (#2378) 
Bumps [plaid](https://github.com/plaid/plaid-ruby) from 40.0.0 to 41.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases)
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/plaid/plaid-ruby/compare/v40.0.0...v41.0.0)

---
updated-dependencies:
- dependency-name: plaid
  dependency-version: 41.0.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-06-16 09:04:30 -04:00
dependabot[bot]
38cad49d6c Bump sentry-ruby from 5.24.0 to 5.25.0 (#2382) 
Bumps [sentry-ruby](https://github.com/getsentry/sentry-ruby) from 5.24.0 to 5.25.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases)
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.24.0...5.25.0)

---
updated-dependencies:
- dependency-name: sentry-ruby
  dependency-version: 5.25.0
  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>
 2025-06-16 09:04:23 -04:00
dependabot[bot]
968cd7981a Bump aasm from 5.5.0 to 5.5.1 (#2384) 
Bumps [aasm](https://github.com/aasm/aasm) from 5.5.0 to 5.5.1.
- [Changelog](https://github.com/aasm/aasm/blob/master/CHANGELOG.md)
- [Commits](https://github.com/aasm/aasm/commits/v5.5.1)

---
updated-dependencies:
- dependency-name: aasm
  dependency-version: 5.5.1
  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>
 2025-06-16 09:04:14 -04:00
Zach Gollwitzer
6d9bb7f0eb Temporary transactions page performance fix (#2372) 
* Temporary transactions page performance fix

* Fix Cursor bugs

* More bugbot bug fixes
 2025-06-15 11:36:21 -04:00
Zach Gollwitzer
a5f1677f60 perf(income statement): cache income statement queries (#2371) 
* Leftover cleanup from prior PR

* Benchmark convenience task

* Change default warm benchmark time

* Cache income statement queries

* Fix private method access
 2025-06-15 10:09:46 -04:00
Zach Gollwitzer
84b2426e54 Benchmarking setup (#2366) 
* Benchmarking setup

* Get demo data working in benchmark scenario

* Finalize default demo scenario

* Finalize benchmarking setup
 2025-06-14 11:53:53 -04:00
Huy Nguyen Quang
cdad31812a Fix user deletion foreign key constraint with invitations (#2357) 2025-06-11 20:26:31 -05:00
Zach Gollwitzer
5a4c955522 Realistic demo data for performance testing (#2361) 
* Realistic demo data for performance testing

* Add note about performance testing

* Fix bugbot issues

* More realistic account values
 2025-06-11 18:48:39 -04:00
Zach Gollwitzer
0d62e60da1 Fix stale reference to classification group name 2025-06-10 21:30:53 -04:00
Zach Gollwitzer
10ce2c8e23 Balance sheet cache layer, non-blocking sync UI (#2356) 
* Balance sheet cache layer with cache-busting

* Update family cache timestamps during Sync

* Less blocking sync loaders

* Consolidate family data caching key logic

* Fix turbo stream broadcasts

* Remove dev delay

* Add back account group sorting
 2025-06-10 18:20:06 -04:00
Josh Pigford
dab693d74f Logtail updates 2025-06-10 05:10:57 -05:00
Zach Gollwitzer
019a0d873c Fix dark mode text hover styles 2025-06-09 18:39:04 -04:00
Zach Gollwitzer
9fabcf4c72 Redis check for self hosted apps (#2353) 
* Redis check for self hosted apps

* Run linter with autocorrect

* Add Redis to CI
 2025-06-09 18:30:52 -04:00
Zach Gollwitzer
4044a8519f Add account sync button back to self hosted instances 2025-06-09 11:35:59 -04:00
Zach Gollwitzer
9afc50a146 Fix merchant editing (#2349) 2025-06-09 10:50:56 -04:00
Tony Tkachenko
0063921de9 fix(ui): mfa backup codes dark mode (#2323) 
* fix(ui): mfa backup codes dark mode

* Update app/views/mfa/backup_codes.html.erb

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2025-06-09 10:19:09 -04:00
Iuri G.
1d2e7fcae0 perf: Add index to sync status (#2337) 
* - Add index to sync status

* - revert typo

* - revert unrelated schema.rb change
 2025-06-09 10:18:52 -04:00
Zach Gollwitzer
9f6c9b4057 Update deps 2025-06-09 09:53:32 -04:00
Adam M. Goyer
d05946596e Fix typo in docker hosting documentation (#2318) 2025-06-03 05:14:25 -05:00
Josh Pigford
a76cc2dff8 Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests. 2025-06-01 06:37:46 -05:00
Josh Pigford
870b543640 Refactor syncing? method in Family model to optimize query performance. Moved visible scope to the beginning and adjusted joins and where conditions to leverage composite indexing for improved efficiency. 2025-06-01 06:30:38 -05:00
Josh Pigford
1f8a994b4e Comment out auto-sync callback in AutoSync concern to disable family synchronization temporarily. 2025-06-01 06:17:11 -05:00
Josh Pigford
ee9fe1b62d Update README.md 
Signed-off-by: Josh Pigford <josh@joshpigford.com>
 2025-05-27 11:08:59 -05:00
Josh Pigford
4f5068e7e5 feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316) 
Updated model to GPT 4.1
 2025-05-27 05:04:58 -05:00
Josh Pigford
e7f1506728 Refactor sparkline error handling and improve series pre-loading 
- Added pre-loading of series in AccountableSparklinesController and AccountsController to catch errors before rendering.
- Updated the accounts view to use the pre-loaded sparkline series variable.
- Adjusted the test for graceful handling of errors in the sparkline series method.

This enhances the robustness of the sparkline feature and improves error visibility in the UI.
 2025-05-26 20:16:07 -05:00
Josh Pigford
6f67827f14 Implement error handling and logging for sparkline and series methods 
- Added rescue blocks to handle exceptions in the Accounts and AccountableSparklines controllers, logging errors and rendering error partials.
- Enhanced error handling in the Account::Chartable and Balance::ChartSeriesBuilder models, logging specific error messages for series generation failures.
- Updated the accounts view to include a timeout for Turbo frame loading.
- Added a test to ensure graceful handling of sparkline errors in the AccountsController.

In reference to bug #2315
 2025-05-26 20:05:16 -05:00
Josh Pigford
3cc88f3e98 Fix changelog page crash when GitHub release notes are unavailable (#2314) 
* Fix changelog page crash when GitHub release notes are unavailable

* Refactor changelog view to handle missing avatars gracefully and improve session sign-out logic in tests

* Enhance changelog view to display fallback messages for unavailable release notes and publication dates

* Update onboarding system tests to reflect UI changes and improve assertions

- Changed button labels from "Get started" to "Continue" and "Complete" to align with updated UI.
- Updated text assertions for clarity, changing "Set your preferences" to "Configure your preferences".
- Adjusted locale selection options to include language codes.
- Enhanced validation error handling in preferences form.
- Improved navigation assertions to ensure accurate path checks.
 2025-05-26 19:53:25 -05:00
Josh Pigford
6dae236fe0 Remove trend initialization from Series model to streamline value calculations. 
Added initial pass at onboarding system tests.
 2025-05-26 18:59:07 -05:00
Josh Pigford
07ca33f2f4 Taskmaster Stubbing (#2313) 2025-05-26 18:39:39 -05:00