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 to f6d62b5 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 to 43530b4 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

• @accessd made their first contribution in #985

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

• @ljhurst made their first contribution in #941

Full Changelog: v0.1.0-alpha.8...v0.1.0-alpha.9

v0.1.0-alpha.8

What's Changed

• Unify primary button styles and change cursor on account group by @jakubkottnauer in #905
• Fix issue #861: Correct header selection logic in get_selected_header_for_field method by @igorcarvalhh in #918
• Fix #910 by @tonyvince in #917
• Account namespace updates: part 6 (transactions) by @zachgoll in #904
• improvement/#890/clean_up_toast_notification_styles_and_allow_user_to_close_on-demand by @evangelos-com in #919
• Fix #921 by @tonyvince in #922

New Contributors

• @igorcarvalhh made their first contribution in #918
• @evangelos-com made their first contribution in #919

Full Changelog: v0.1.0-alpha.7...v0.1.0-alpha.8

v0.1.0-alpha.7

What's Changed

Maybe now supports transfer matching 🥳 🌮

This significantly improves income and expense calculations by excluding transfers from the calculation:

CleanShot.2024-06-18.at.14.32.13.mp4

• Add merchant select when editing transaction by @jakubkottnauer in #885
• Transaction transfers, payments, and matching by @zachgoll in #883
• Ensure correct form's hidden input for selectedIds by @ziraqyoung in #891
• Account namespace updates: part 1 (accountable types) by @zachgoll in #893
• Account namespace updates: part 2 (categories) by @zachgoll in #894
• Account namespace updates: part 3 (merchants) by @zachgoll in #895
• Account namespace updates: part 4 (transfers, singular namespacing) by @zachgoll in #896
• Fix Bug: after editing an account history value, it requires 2 clicks to close the menu by @tonyvince in #900
• feat: Transaction pagination Improvements by @karankiri in #873
• Fix transfer note overflow style by @jakubkottnauer in #902
• Account namespace updates: part 5 (valuations) by @zachgoll in #901
• Allow transfers based on transactions in different currencies by @jakubkottnauer in #903

New Contributors

• @ziraqyoung made their first contribution in #891
• @tonyvince made their first contribution in #900
• @karankiri made their first contribution in #873

Full Changelog: v0.1.0-alpha.6...v0.1.0-alpha.7