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1077-bug-error-when-creating-transactions-for-investment-account

1087-feature-support-multi-currency-syncing-for-investment-account-portfolios

1615-pre-load-exchange-rates-and-security-prices-in-the-background

1888-bug-debts-not-summed-correctly-for-account-balances

1948-some-graph-periods-are-not-reporting-enough-points-daily-vs-monthly-data

863-improvement-allow-user-to-configure-date-and-amount-format-during-transaction-imports

main

missing-securities-error

zachgoll/ai-skeleton

zachgoll/budgeting

zachgoll/entry-drawer-form-behavior

zachgoll/maybe-872-budgets-no-longer-allow-user-to-go-back-to-previous-months

zachgoll/maybe-902-add-anchor-fields-to-valuation

zachgoll/partial-syncs

zachgoll/security-price-fix

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v0.1.0

v0.1.0-alpha.1

v0.1.0-alpha.10

v0.1.0-alpha.11

v0.1.0-alpha.12

v0.1.0-alpha.13

v0.1.0-alpha.14

v0.1.0-alpha.15

v0.1.0-alpha.16

v0.1.0-alpha.17

v0.1.0-alpha.18

v0.1.0-alpha.2

v0.1.0-alpha.3

v0.1.0-alpha.4

v0.1.0-alpha.5

v0.1.0-alpha.6

v0.1.0-alpha.7

v0.1.0-alpha.8

v0.1.0-alpha.9

v0.2.0

v0.2.0-alpha.1

v0.2.0-alpha.2

v0.3.0

v0.4.0

v0.4.1

v0.4.2

v0.4.3

v0.5.0

v0.6.0

Mono Color

• 77b5469832 Add attribution note main Zach Gollwitzer 2025-07-24 18:20:44 -04:00
• a90899668f Fix pasting issue for markdown link Zach Gollwitzer 2025-07-24 18:13:56 -04:00
• fd9ba8c1b9 Link update Zach Gollwitzer 2025-07-24 18:12:07 -04:00
• a2cfa0356f Add final release note to README Zach Gollwitzer 2025-07-24 18:11:29 -04:00
• 224f21354a Bump to v0.6.0 v0.6.0 Zach Gollwitzer 2025-07-24 17:34:28 -04:00
• 3fb379d140 Sync family icon button Zach Gollwitzer 2025-07-24 17:34:00 -04:00
• d90d35d97b Hosted version notice Zach Gollwitzer 2025-07-24 14:28:54 -04:00
• 5baf258a32 Fix transactions tool call for chat Zach Gollwitzer 2025-07-24 14:09:30 -04:00
• bacab94a1b Fix import reverts Zach Gollwitzer 2025-07-24 11:41:42 -04:00
• 7698ec03b9 Fix rule toggles Zach Gollwitzer 2025-07-24 11:30:40 -04:00
• 0329a5f211 Data exports (#2517) Zach Gollwitzer 2025-07-24 10:50:05 -04:00
• b7c56e2fb7 Test fixes Zach Gollwitzer 2025-07-23 20:00:32 -04:00
• 764164cf57 [claudesquad] update from 'transaction-page-filter-tweaks' on 23 Jul 25 18:27 EDT (#2513) Zach Gollwitzer 2025-07-23 18:37:31 -04:00
• ef49268278 [claudesquad] update from 'totals-rounding-and-sum' on 23 Jul 25 18:30 EDT (#2514) Zach Gollwitzer 2025-07-23 18:37:05 -04:00
• 527a6128b6 Fix budget navigation to allow selecting previous months Zach Gollwitzer 2025-07-23 18:26:04 -04:00
• 32ec57146e Fix form submission triggers (#2512) Zach Gollwitzer 2025-07-23 18:21:37 -04:00
• f7f6ebb091 Use new balance components in activity feed (#2511) zachgoll/maybe-872-budgets-no-longer-allow-user-to-go-back-to-previous-months Zach Gollwitzer 2025-07-23 18:15:14 -04:00
• 3f92fe0f6f Relax API rate limits for self-hosted deployments (#2465) Juliano Julio Costa 2025-07-23 10:10:11 -04:00
• bf3c0e7c13 [claudesquad] update from 'entry-drawer-form-behavior' on 23 Jul 25 10:07 EDT zachgoll/entry-drawer-form-behavior Zach Gollwitzer 2025-07-23 10:07:50 -04:00
• da2045dbd8 Additional cache columns on balances for activity view breakdowns (#2505) Zach Gollwitzer 2025-07-23 10:06:25 -04:00
• 27133f665c Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/maybe-916-add-additional-details-to-balances-table-during-data-sync Zach Gollwitzer 2025-07-22 20:21:19 -04:00
• 79f723c14e Get all calculator tests passing Zach Gollwitzer 2025-07-22 20:09:47 -04:00
• 0eb93c069e Forward calculator tests passing Zach Gollwitzer 2025-07-22 08:54:35 -04:00
• 347c0a7906 feat: Only show active accounts for transaction form (#2484) Akshay Birajdar 2025-07-22 15:51:00 +05:30
• 19e9ccb503 Update reverse calculator flows assumptions Zach Gollwitzer 2025-07-20 09:33:00 -04:00
• 8616b2c0de Update flow assertions for forward calculator Zach Gollwitzer 2025-07-20 09:17:59 -04:00
• 91d970c7fe Update calculator test assertions for new balance components Zach Gollwitzer 2025-07-20 08:37:55 -04:00
• a2a0bd2e6c Add existing data migrator to backfill components Zach Gollwitzer 2025-07-20 06:32:35 -04:00
• ecc669d4a8 Add new balance components Zach Gollwitzer 2025-07-20 06:32:04 -04:00
• 321a343df4 Fix title for activity feed Zach Gollwitzer 2025-07-19 13:22:56 -04:00
• 3c73548a2e Initial schema iteration Zach Gollwitzer 2025-07-19 13:22:16 -04:00
• e8eb32d2ae Start and end balance breakdown in activity view (#2466) Zach Gollwitzer 2025-07-18 17:56:25 -04:00
• ab6fdbbb68 Component namespacing (#2463) Zach Gollwitzer 2025-07-18 08:30:00 -04:00
• d5b147f2cd Add indexes to core models (#2464) Zach Gollwitzer 2025-07-18 08:19:44 -04:00
• 8c97c9d31a Consolidate and simplify account pages (#2462) Zach Gollwitzer 2025-07-18 05:52:18 -04:00
• 3eea5a9891 Add auto-update strategies for current balance on manual accounts (#2460) Zach Gollwitzer 2025-07-17 06:49:56 -04:00
• 52333e3fa6 Add reconciliation manager (#2459) Zach Gollwitzer 2025-07-16 11:31:47 -04:00
• 89cc64418e Add confirmation dialog for balance reconciliation creates and updates (#2457) Zach Gollwitzer 2025-07-15 18:58:40 -04:00
• c1d98fe73b Start and end balance anchors for historical account balances (#2455) Zach Gollwitzer 2025-07-15 11:42:41 -04:00
• 9110ab27d2 Centralize entry naming (#2454) Zach Gollwitzer 2025-07-10 18:40:38 -04:00
• afbfb474c2 Remove rate limit for api test cases Zach Gollwitzer 2025-07-10 16:04:36 -04:00
• fe8aebe920 Don't raise on invalid demo data Zach Gollwitzer 2025-07-10 16:01:47 -04:00
• 188126d402 Fix activity view "new" button styles Zach Gollwitzer 2025-07-10 15:30:22 -04:00
• 1a2d973f4b chore: fix armenian dram incorrect symbol (#2451) Ezra Adeyinka 2025-07-10 17:39:25 +01:00
• 13372dea54 Reset schema zachgoll/maybe-902-add-anchor-fields-to-valuation Zach Gollwitzer 2025-07-10 11:04:08 -04:00
• 33a32ed994 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/maybe-902-add-anchor-fields-to-valuation Zach Gollwitzer 2025-07-10 11:04:02 -04:00
• d80cb9f812 Migrate valuations controller to new reconciliation methods Zach Gollwitzer 2025-07-10 10:31:40 -04:00
• 25f0c78c47 Update properties controller to use new creational and update balance methods Zach Gollwitzer 2025-07-09 22:28:07 -04:00
• d459ebdad8 Extract reconciliation methods to concern Zach Gollwitzer 2025-07-09 17:48:24 -04:00
• 18271ce005 Lint fix Zach Gollwitzer 2025-07-09 13:29:28 -04:00
• 3b6a5a573f Clean up account creational methods Zach Gollwitzer 2025-07-09 13:28:37 -04:00
• a7cd046563 Account creation methods and tests Zach Gollwitzer 2025-07-09 11:38:34 -04:00
• a91441bcc8 Remove old unique index on device_id in mobile_devices migration to allow multiple users to share the same device. Josh Pigford 2025-07-09 09:22:51 -05:00
• 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. Josh Pigford 2025-07-09 09:20:56 -05:00
• 2e09d1a8c0 Test fixes Zach Gollwitzer 2025-07-08 13:03:40 -04:00
• 018310d4d1 Fix rate limiting errors in API transaction controller tests Zach Gollwitzer 2025-07-08 11:46:33 -04:00
• 6322c48848 Tweak demo data validation Zach Gollwitzer 2025-07-08 10:36:53 -04:00
• b7acef1e7a Checkpoint Zach Gollwitzer 2025-07-08 10:25:16 -04:00
• e848db2aa1 Bump sidekiq from 8.0.4 to 8.0.5 (#2441) dependabot[bot] 2025-07-07 16:39:36 -04:00
• e7043328e4 Bump pagy from 9.3.4 to 9.3.5 (#2444) dependabot[bot] 2025-07-07 16:39:19 -04:00
• d77c683d59 Bump faraday from 2.13.1 to 2.13.2 (#2442) dependabot[bot] 2025-07-07 16:28:24 -04:00
• aaf24e1309 Bump stripe from 15.2.1 to 15.3.0 (#2445) dependabot[bot] 2025-07-07 16:25:31 -04:00
• f9b131a5db Bump faker from 3.5.1 to 3.5.2 (#2448) dependabot[bot] 2025-07-07 16:22:10 -04:00
• a63d36d10c Bump sentry-rails from 5.25.0 to 5.26.0 (#2447) dependabot[bot] 2025-07-07 16:22:01 -04:00
• 15f8d827b5 Account balance anchors Zach Gollwitzer 2025-07-07 11:31:37 -04:00
• 662f2c04ce Multi-step account forms + clearer balance editing (#2427) Zach Gollwitzer 2025-07-03 09:33:07 -04:00
• ba7e8d3893 Fix/design system violations (#2422) Eran Avidor 2025-07-01 20:53:36 +03:00
• 65329b333d Fix settings labels Zach Gollwitzer 2025-06-30 10:22:37 -04:00
• 0974783a6b Bump selenium-webdriver from 4.33.0 to 4.34.0 (#2425) dependabot[bot] 2025-06-30 09:29:20 -04:00
• 48f792c20e Bump jwt from 2.10.1 to 2.10.2 (#2426) dependabot[bot] 2025-06-30 09:29:00 -04:00
• 869462a9a5 Dynamic y-axis baseline value for chart scales Zach Gollwitzer 2025-06-27 12:57:23 -04:00
• e4a82d85e8 Properly handle Plaid investment account transfers (#2420) Zach Gollwitzer 2025-06-27 10:50:45 -04:00
• 18148acd69 Fix chart scale issues (#2418) Zach Gollwitzer 2025-06-26 18:59:11 -04:00
• 8db95623cf Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) Zach Gollwitzer 2025-06-26 16:57:17 -04:00
• e60b5df442 Handle bad API data for trade quantity signage (#2416) Zach Gollwitzer 2025-06-26 09:54:25 -04:00
• f3ab4a27ee Fix credit card balance history (#2414) Zach Gollwitzer 2025-06-25 17:03:53 -04:00
• 4b50acff2b Replace sync spinners with pulse animation (#2413) Zach Gollwitzer 2025-06-25 16:51:30 -04:00
• 637d630388 transfer: Support transfers of different currencies between accounts. (#2243) Joseph Ho 2025-06-25 16:34:18 -04:00
• 72a0f87a9c Fix race condition in sync status monitor (#2412) Zach Gollwitzer 2025-06-25 15:23:15 -04:00
• cea49d5038 fix(models): use self.id (#2410) Kenrick Tandrian 2025-06-24 22:15:28 +07:00
• 64a43d40d1 Fix current market price error for securities zachgoll/security-price-fix Zach Gollwitzer 2025-06-24 11:14:15 -04:00
• c0617f74cd Fix linting issues in migration file Josh Pigford 2025-06-23 11:31:57 -05:00
• 653decbc0b Fix outdated timezone references Josh Pigford 2025-06-23 11:25:03 -05:00
• 1cfa6cfca8 Bump lookbook from 2.3.9 to 2.3.11 (#2405) dependabot[bot] 2025-06-23 10:21:33 -04:00
• e809335a47 Bump faraday-retry from 2.3.1 to 2.3.2 (#2406) dependabot[bot] 2025-06-23 10:21:25 -04:00
• 956008acbf Bump debug from 1.10.0 to 1.11.0 (#2407) dependabot[bot] 2025-06-23 10:21:14 -04:00
• 8b56262573 Bump faraday-multipart from 1.1.0 to 1.1.1 (#2408) dependabot[bot] 2025-06-23 10:21:07 -04:00
• 615912040c Bump ostruct from 0.6.1 to 0.6.2 (#2409) dependabot[bot] 2025-06-23 10:20:58 -04:00
• fcf14f5f27 Add pre-pull request flow for Claude code Zach Gollwitzer 2025-06-20 17:29:36 -04:00
• 63d8114b05 Separate exclude and one-time transaction handling (#2400) Zach Gollwitzer 2025-06-20 17:10:36 -04:00
• c003e8c6ed Transfer match truncation fix Zach Gollwitzer 2025-06-20 14:08:46 -04:00
• ab1c17ea14 Fix transaction layout alignment regression Zach Gollwitzer 2025-06-20 13:58:24 -04:00
• 1aae00f586 perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) Zach Gollwitzer 2025-06-20 13:31:58 -04:00
• 7aca5a2277 Fix remaining rubocop offenses Josh Pigford 2025-06-18 08:38:04 -05:00
• 8296e10246 Fix linting issues and update API key test for source validation Josh Pigford 2025-06-18 08:28:32 -05:00
• 9336719242 Add secure OAuth2-based mobile authentication Josh Pigford 2025-06-18 08:20:22 -05:00
• cba0bdf0e2 Fix OAuth mobile app support with custom URL schemes Josh Pigford 2025-06-18 05:38:23 -05:00
• 404066eaa1 Fix rubocop linting issues in API chat endpoints Josh Pigford 2025-06-18 04:36:31 -05:00
• 94202b2a6b Add API v1 chat endpoints Josh Pigford 2025-06-18 04:32:14 -05:00
• 4d3c710291 Fix Active Record encryption for self-hosted deployments Josh Pigford 2025-06-18 04:31:10 -05:00