Docker/Maybe
Docker/Maybe
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1340 commits 15 branches 29 tags 25 MiB
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10 commits

Author SHA1 Message Date
Zach Gollwitzer
10ce2c8e23
Balance sheet cache layer, non-blocking sync UI (#2356)
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* 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
Zach Gollwitzer
137219c121 Fix attribute locking namespace conflict, duplicate syncs
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2025-05-19 16:39:31 -04:00
Zach Gollwitzer
29a8ac9d8a Tweak exception logging, sync stale behavior 2025-05-18 10:19:15 -04:00
Zach Gollwitzer
9f13b5bb83
Handle stale syncs (#2257)
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* Handle stale syncs

* Use `visible` sync logic in sidebar groups
 2025-05-17 18:28:21 -04:00
Zach Gollwitzer
10dd9e061a
Improve account sync performance, handle concurrent market data syncing (#2236) 
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
 2025-05-15 10:19:56 -04:00
Zach Gollwitzer
bcb47a9d29 Fix auto sync trigger logic and add tests 2025-05-13 16:14:29 -04:00
Zach Gollwitzer
ab2cec55e7
Propagate child sync errors up to parent, fix sync status (#2232) 
* Propagate child sync errors up to parent, fix sync status

* Remove testing error
 2025-05-09 14:56:49 -04:00
Zach Gollwitzer
8648f11413
Sync hierarchy updates (#2087) 
* Add parent sync orchestration

* Pass sync object to dependents
 2025-04-11 12:13:46 -04:00
Zach Gollwitzer
e641cfccd4
Add post-sync hook (#1479) 2024-11-20 11:01:52 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration (#1433)
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* Basic plaid data model and linking

* Remove institutions, add plaid items

* Improve schema and Plaid provider

* Add webhook verification sketch

* Webhook verification

* Item accounts and balances sync setup

* Provide test encryption keys

* Fix test

* Only provide encryption keys in prod

* Try defining keys in test env

* Consolidate account sync logic

* Add back plaid account initialization

* Plaid transaction sync

* Sync UI overhaul for Plaid

* Add liability and investment syncing

* Handle investment webhooks and process current day holdings

* Remove logs

* Remove "all" period select for performance

* fix amount calc

* Remove todo comment

* Coming soon for investment historical data

* Document Plaid configuration

* Listen for holding updates
 2024-11-15 13:49:37 -05:00