Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:
1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances
This provides several benefits:
- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
- Update BalanceSheet model to directly calculate account weights based on converted balances.
- Modify dashboard view to compute account weight as a percentage of classification total, enhancing clarity.
- Adjust group weight partial to handle effective weight, ensuring accurate rendering of weight representation.
- Add caching for classification groups and account groups in the BalanceSheet model to improve performance.
- Update views for accountable sparklines to utilize caching for rendered HTML, enhancing load times and reducing database queries.
- Implement caching for transaction totals to enhance performance, using a unique cache key based on family ID and search parameters.
- Adjust default date filter logic to use the user's preferred period when no explicit date filters are provided, reducing the load on the database for large datasets.
* Setup health check
* Security health checker cron
* Use resolver throughout codebase
* Use resolver for trade builder
* Add security health checks to schedule
* Handle no provider
* Lint fixes
* Add new chat button
* Tweak chat navigation
* Fix chat nav padding on new chat
* Make the button nicer
* Fix bad tailwind class
* Use menu icon instead of left
* Fix path
* Use rounded-full on budget allocation bar
* Fix backgrounds when balance sheet groups are open
* Add rulers between accounts and classification groups in balance sheet and account groups views.
* Update Security model to include country_code in the data definition.
* Modify Provider::SecurityConcept to define country_code for security.
* Enhance Provider::Synth to extract country_code from security data.
* Update Security::Provided to include country_code when creating security instances.
* Adjust Security::SynthComboboxOption to add country_code as an attribute.
* Revise combobox_security partial to conditionally display country flag and code.
* Create shared ruler view
* Use collection rendering/spacer templates for rules, and new shared_ruler
* Use shared ruler for all the places a ruler is used
* Use shared ruler for imports and balance sheet
* Fix brakeman by using a static partial with a defined collection
* Standardize & improve a bunch of corners, fix some backgrounds, fix merchants for dark mode
* Update balance sheet
* misc cleanup
* Fix import table
* Remove middot
* Create shared ruler view
* Use collection rendering/spacer templates for rules, and new shared_ruler
* Use shared ruler for all the places a ruler is used
* Use shared ruler for imports and balance sheet
* Fix brakeman by using a static partial with a defined collection
* Update balance sheet
* Enhance cash flow dashboard with new cash flow period handling and improved Sankey diagram rendering. Update D3 and related dependencies for better performance and features.
* Fix Rubocop offenses
* Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes.
