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8 commits

Author SHA1 Message Date
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
2024-10-01 10:47:59 -04:00
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) (#1039)
* User tickers as primary lookup symbol instead of isin

* Add security price provider

* Fetch security prices in bulk to improve sync performance

* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -04:00
Zach Gollwitzer
76dd5e57fb
Set minimum supported date for account entries (#1023)
* Set minimum supported date for account entries

* Fix validation proc

* Fix date input in system tests
2024-07-26 10:47:27 -04:00
Zach Gollwitzer
b200b71284
Add currency validation to account, update demo data generator (#996)
* Add currency validation to account, update demo data generator

* Fix tests
2024-07-17 14:18:12 -04:00
Zach Gollwitzer
47523f64c2
Investment Portfolio Sync (#974)
* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
2024-07-16 09:26:49 -04:00
Tony Vincent
d0bc959bee
Sanitize input for ilike in Account::Entry.search (#988) 2024-07-16 09:26:14 -04:00
Zach Gollwitzer
c6bdf49f10
Account::Sync model and test fixture simplifications (#968)
* Add sync model

* Fresh fixtures for sync tests

* Sync tests overhaul

* Fix entry tests

* Complete remaining model test updates

* Update system tests

* Update demo data task

* Add system tests back to PR checks

* More simplifications, add empty family to fixtures for easier testing
2024-07-10 11:22:59 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) (#923)
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
2024-07-01 10:49:43 -04:00