Releases: maybe-finance/maybe
v0.1.0-alpha.18
CSV Imports
We've made some big updates for the CSV imports feature 🌮 🎉
You can now import transactions, trades, accounts, and even an old Mint export!
Here's a quick demo that shows how it all works:
CleanShot.2024-09-30.at.17.44.58.mp4
In addition to the CSV imports, we have several app stability fixes and improvements such as:
EUR
currencies and dates are now formatted correctly based on user locale- The transactions page now has a completed list of filters so you can find your transactions easier
What's Changed
- Fix styles on import modal by @zachgoll in #1188
- Add error handling for vehicle and property account creation by @tonyvince in #1179
- Finish remaining transaction filters by @zachgoll in #1189
- Finalize transaction drawer, simplify money form helpers by @zachgoll in #1191
- Finalize profile settings page for v0.2.0-alpha by @zachgoll in #1194
- Fix: Escape button not being handled on settings pages by @jestinjoshi in #1210
- CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) by @zachgoll in #1209
- Sort currencies by name as a second order by @alagos in #1216
- Fix incorrect partial sync balance generation by @zachgoll in #1223
- Fix import migration by @zachgoll in #1227
- Add Synth provider to self host setting page by @zachgoll in #1230
- Allow users to set preferred locale in settings and provide basic date and time localization support by @zachgoll in #1226
- Add formatting for EUR locales by @zachgoll in #1231
- Use DB for auth sessions by @zachgoll in #1233
- Fix signage on transaction imports by @zachgoll in #1236
- Add tag filtering by @zachgoll in #1240
- Handle missing weekend stock prices in sync process by @zachgoll in #1242
New Contributors
Full Changelog: v0.1.0-alpha.17...v0.1.0-alpha.18
v0.1.0-alpha.17
Self Hosted Maybe Instances can now block new registrations
This release comes with tons of little UI improvements, bug fixes, and most importantly, the ability to block user registrations on your self hosted Maybe instance! 🎉
Big S/O to @tonyvince for getting this implemented. Here's a quick demo of how you can block signups to your instance with invite codes:
CleanShot.2024-09-13.at.16.26.56.mp4
What's Changed
- Fix unable to create Deposit entries in investment portfolio by @tonyvince in #1125
- Fix account sync when prices missing by @tonyvince in #1127
- Fix account transaction form resetting amount to 0 by @zachgoll in #1133
- Fix merchants color picker by @zachgoll in #1134
- Categories, tags, merchants, and menus improvements by @zachgoll in #1135
- Remove unused settings temporarily by @zachgoll in #1136
- Feedback page by @zachgoll in #1160
- Fix valuation frame issue by @zachgoll in #1162
- Consolidate transaction menu items by @zachgoll in #1164
- Update empty account states on dashboard by @zachgoll in #1166
- Fix: When transaction drawer closed, turbo frame renders below main content by @jestinjoshi in #1167
- Add setting to disable new user registration on self-hosted instances by @tonyvince in #1163
- Fix guide text from "register" to "create an account" by @vallezw in #1168
- Add sync status and errors to account settings page by @zachgoll in #1169
- Fix missing sync_all_button partial by @tonyvince in #1172
- Omit trend if zero in sidebar by @zachgoll in #1173
- Support multi-currency transfers by @zachgoll in #1175
- Allow partial investment quantities by @zachgoll in #1174
- Transaction page design fixes by @zachgoll in #1176
- Add basic self hosted onboarding by @zachgoll in #1177
New Contributors
- @jestinjoshi made their first contribution in #1167
- @vallezw made their first contribution in #1168
Full Changelog: v0.1.0-alpha.16...v0.1.0-alpha.17
v0.1.0-alpha.16
This week's release comes with a variety of bug fixes and improvements to the UI.
Additionally, users can now input details for their property and vehicle accounts as shown in the video below. In the near future, Maybe will support data providers related to the "valuation" of properties and vehicles (i.e. Zillow, KBB). We will use the information from user accounts to automatically fetch estimated market values for these assets which will then be added periodically as "Valuations" in the value tab of each account. This will then show up in the history graph for the account balance.
CleanShot.2024-08-23.at.10.37.04.mp4
What's Changed
- Refactor: Allow other import files by @pedrocarmona in #1099
- Bump sentry-ruby from 5.18.2 to 5.19.0 by @dependabot in #1108
- Bump stimulus-rails from 1.3.3 to 1.3.4 by @dependabot in #1106
- Bump aws-sdk-s3 from 1.157.0 to 1.158.0 by @dependabot in #1105
- Bump ruby-lsp-rails from 0.3.12 to 0.3.13 by @dependabot in #1107
- Bump propshaft from 0.9.0 to 0.9.1 by @dependabot in #1104
- Bump good_job from 4.1.1 to 4.2.0 by @dependabot in #1102
- Bump tailwindcss-rails from 2.7.2 to 2.7.3 by @dependabot in #1103
- Fix query when account has zero income and expense by @zachgoll in #1112
- Fix holding name error by @zachgoll in #1113
- Add Property Details View by @zachgoll in #1116
- Basic Vehicle View by @zachgoll in #1117
- Rubocop updates by @zachgoll in #1118
- Fix file upload UI opening twice by @zachgoll in #1119
Full Changelog: v0.1.0-alpha.15...v0.1.0-alpha.16
v0.1.0-alpha.15
This week, we released the first version of an issue tracking system directly within the Maybe app!
Why?
As an open-source personal finance app, Maybe has a much larger "self service" component than most applications. While we're in the early days, the goal is to support a global user base, which means we have to support a lot of data providers.
Each data provider comes with its own set of nuances and errors that can be challenging to debug; especially for our small team that doesn't have access to your self hosted configuration. When things go wrong, there are a handful of possible causes.
In order to combat this, the v0.1.0-alpha.15
release introduces a "self resolution" issue tracking system. The video below demonstrates how a user who has incorrectly configured their exchange rates provider can identify, diagnose, and fix the issue all within the Maybe app:
CleanShot.2024-08-16.at.10.42.20.mp4
What's Changed
- Deposit, Withdrawal, and Interest Transactions for Investment View by @zachgoll in #1075
- Bump tailwindcss-rails from 2.6.5 to 2.7.2 by @dependabot in #1078
- Bump bootsnap from 1.18.3 to 1.18.4 by @dependabot in #1079
- Bump ruby-lsp-rails from 0.3.11 to 0.3.12 by @dependabot in #1081
- Refactor: Use native error i18n lookup by @pedrocarmona in #1076
- Bump rails from
43530b4
tof6d62b5
by @dependabot in #1083 - Fix: i18n symbol typo by @pedrocarmona in #1085
- Bump ruby from 3.3.1 to 3.3.4 by @Cluster444 in #1084
- Fix for invalid accountable data by @zachgoll in #1086
- add pagination to account transactions list by @code-constructor in #1095
- Account Issue Model and Resolution Flow + Troubleshooting guides by @zachgoll in #1090
- Add support for different column separator in csv import logic by @code-constructor in #1096
- Improved UI warning states for holdings with missing data by @zachgoll in #1098
New Contributors
- @pedrocarmona made their first contribution in #1076
- @Cluster444 made their first contribution in #1084
- @code-constructor made their first contribution in #1095
Full Changelog: v0.1.0-alpha.14...v0.1.0-alpha.15
v0.1.0-alpha.14
Basic investment portfolios are here! 🥳
While we're still in the very early days for investment accounts, this week capped off some really important additions to the investment account page view.
Users can now:
- See a breakdown of their cash + holdings balance in a tooltip
- Add buy/sell investment trades that will automatically sync and rebuild their portfolio and historical graph
Moving forward, we'll be refining and adding to the investment portfolio feature and complementing it with troubleshooting guides so you know exactly what's causing any discrepancies between Maybe's calculations and your brokerage's calculations.
CleanShot.2024-08-09.at.10.25.34.mp4
What's Changed
- Bump tailwindcss-rails from 2.6.4 to 2.6.5 by @dependabot in #1058
- Bump faraday from 2.10.0 to 2.10.1 by @dependabot in #1055
- Bump erb_lint from 0.5.0 to 0.6.0 by @dependabot in #1057
- Bump aws-sdk-s3 from 1.156.0 to 1.157.0 by @dependabot in #1054
- Bump good_job from 4.1.0 to 4.1.1 by @dependabot in #1053
- Bump pagy from 9.0.3 to 9.0.5 by @dependabot in #1056
- Bump rails from
5cb5cad
to43530b4
by @dependabot in #1059 - Add source headers to Synth calls by @zachgoll in #1062
- Add stimulus tooltip controller by @tonyvince in #1065
- Fetch exchange rates in bulk from synth by @tonyvince in #1069
- Fix minitest assert_nil warning by @tonyvince in #1070
- Allow user to add buy and sell trade transactions for investment accounts by @zachgoll in #1066
- Temp fix for missing accountables on self hosted instances by @zachgoll in #1071
Full Changelog: v0.1.0-alpha.13...v0.1.0-alpha.14
v0.1.0-alpha.13
Coming off the back of last week's release which introduced basic investment portfolio views and the ability to sync investment holdings, this week's release introduces full support for stock prices with the Synth API! (which has a generous free tier to get started)
This means that investment account views can now properly calculate and show an aggregated market value of all the investments in it and gracefully handle missing stock prices.
In a future release, users will have full control to create buy & sell trades, manage their investment portfolio, and see total returns over various time periods alongside their historical value graph.
CleanShot.2024-08-02.at.16.42.42.mp4
What's Changed
- Fix: Omit layout for turbo frames with custom sidebar layout by @pranavbabu in #1024
- fix: long emails overflow in account menu dropdown by @MikhailWahib in #1034
- Fix demo data reset by @tonyvince in #1041
- Ensure transfer name is populated by @zachgoll in #1042
- Add security prices provider (Synth integration) by @zachgoll in #1039
- Show cash + holdings value for investment account view by @zachgoll in #1046
New Contributors
- @pranavbabu made their first contribution in #1024
- @MikhailWahib made their first contribution in #1034
Full Changelog: v0.1.0-alpha.12...v0.1.0-alpha.13
v0.1.0-alpha.12
What's Changed
- Set last_login_at only on login instead of every single action by @tonyvince in #1017
- Bump pagy with fix for breaking changes by @tonyvince in #1016
- Fix form labels by @tonyvince in #1004
- Fix curency format by @JuliusMieliauskas in #1020
- Implement auto family syncs on login by @zachgoll in #1021
- Basic Portfolio Views by @zachgoll in #1000
- Fix currency formatting in pie chart visualization by @zachgoll in #1022
- Set minimum supported date for account entries by @zachgoll in #1023
New Contributors
- @JuliusMieliauskas made their first contribution in #1020
Full Changelog: v0.1.0-alpha.11...v0.1.0-alpha.12
v0.1.0-alpha.11
What's Changed
- Wrap account update in a transaction by @accessd in #985
- Allow CSV file upload in import flow by @tonyvince in #986
- Sanitize input for ilike in Account::Entry.search by @tonyvince in #988
- Investment Portfolio Sync by @zachgoll in #974
- More composable forms by @zachgoll in #989
- Add default currencies to forms based on preference by @zachgoll in #994
- Build sample portfolio deterministically by @zachgoll in #993
- Add currency validation to account, update demo data generator by @zachgoll in #996
- Sync notifications and troubleshooting guides by @zachgoll in #998
New Contributors
Full Changelog: v0.1.0-alpha.10...v0.1.0-alpha.11
v0.1.0-alpha.10
What's Changed
- Add error handling for AccountsController#create by @tonyvince in #957
- fix: #951 pointer cursor and bg hover for import flow buttons by @MagnusHJensen in #954
- Handle missing exchange rate provider, allow fallback for missing rates by @zachgoll in #955
- Add missing migrations for good_job 4x by @tonyvince in #967
- Account::Sync model and test fixture simplifications by @zachgoll in #968
- Demo Family data updates by @zachgoll in #972
- Make balance editing easier by @zachgoll in #976
New Contributors
- @MagnusHJensen made their first contribution in #954
Full Changelog: v0.1.0-alpha.9...v0.1.0-alpha.10
v0.1.0-alpha.9
What's Changed
- Account::Entry Delegated Type (namespace updates part 7) by @zachgoll in #923
- Fix decimal display for euro currency by @zachgoll in #937
- Enable updating Account::Entry#amount by @tonyvince in #942
- Fix bug where transactions were duplicated in import confirm by @ljhurst in #941
- Enque account sync job after creating transfer by @tonyvince in #946
- Enable syncing all accounts in one click by @tonyvince in #948
- Update docker compose example with fixed storage volume by @zachgoll in #950
New Contributors
Full Changelog: v0.1.0-alpha.8...v0.1.0-alpha.9