Zach Gollwitzer
43dd16e3fb
Only update account balance if changed ( #1676 )
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* Only update balance if changed
* Update test assertions
2025-01-23 21:14:01 -05:00
Zach Gollwitzer
72fd177707
Do not raise on Plaid item not found exceptions for item deletions ( #1646 )
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2025-01-20 15:12:53 -05:00
Zach Gollwitzer
abccba3947
Fix account deletion cascade bug ( #1644 )
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* Fix account deletion cascade bug
* Rubocop fixes
2025-01-20 11:37:01 -05:00
tlink
ae9287ec9b
FIX: correct display of percentages ( #1622 )
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* FIX: correct display of percentages
* FIX: correct display of percentages
* FIX: correct display of percentages
2025-01-17 11:21:00 -05:00
Jasper Delahaije
aac9e5eca2
Update family.rb ( #1629 )
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Add where statement to account_transactions overview to only give transactions and not valuations
Signed-off-by: Jasper Delahaije <47220315+Repsay@users.noreply.github.com>
2025-01-17 09:48:16 -05:00
Zach Gollwitzer
ca8bdb6241
Fix budget money formatting ( #1626 )
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2025-01-16 19:05:34 -05:00
Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic ( #1625 )
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* Fix transfer matching logic
* Fix tests
2025-01-16 17:56:42 -05:00
Zach Gollwitzer
60f1a1e2d2
Fix budget edit button
2025-01-16 16:24:14 -05:00
Zach Gollwitzer
e1d3c7a4a1
Add CA country code to Plaid link
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-16 16:02:06 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 ( #1609 )
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* Budgeting V1
* Basic UI template
* Fully scaffolded budgeting v1
* Basic working budget
* Finalize donut chart for budgets
* Allow categorization of loan payments for budget
* Include loan payments in incomes_and_expenses scope
* Add budget allocations progress
* Empty states
* Clean up budget methods
* Category aggregation queries
* Handle overage scenarios in form
* Finalize budget donut chart controller
* Passing tests
* Fix allocation naming
* Add income category migration
* Native support for uncategorized budget category
* Formatting
* Fix subcategory sort order, padding
* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00
Zach Gollwitzer
2c30e18c9b
Fix enrichment setting
2025-01-07 11:31:44 -05:00
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements ( #1585 )
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* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
2025-01-07 09:41:24 -05:00
Kabiru Mwenja
dba10c2bc8
Fix unknown attribute 'parent_category' for Category in demo generator ( #1575 )
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```ruby
❯ bin/rails demo_data:reset
user reset
bin/rails aborted!
ActiveModel::UnknownAttributeError: unknown attribute 'parent_category' for Category. (ActiveModel::UnknownAttributeError)
raise UnknownAttributeError.new(self, k.to_s)
```
Follows: https://github.com/maybe-finance/maybe/pull/1561
2024-12-30 10:04:58 -05:00
Tony Vincent
9d217afb9f
feat: Save error backtrace for sync errors for better debugging ( #1578 )
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Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
2024-12-30 10:04:05 -05:00
Zach Gollwitzer
77def1db40
Nested Categories ( #1561 )
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* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
a4d10097d5
Preserve pagination on entry updates ( #1563 )
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* Preserve pagination on entry updates
* Test fix
2024-12-20 11:24:46 -05:00
Zach Gollwitzer
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
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* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users ( #1552 )
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2024-12-17 09:58:08 -05:00
Zach Gollwitzer
bb9fa56add
Fix date format validation error ( #1551 )
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* Fix date format validation error
* Order trades, fix flaky test
2024-12-16 13:21:30 -05:00
Zach Gollwitzer
45add7512b
Handle nil name for entries ( #1550 )
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* Handle nil name for entries
* Fix tests
2024-12-16 12:52:11 -05:00
Zach Gollwitzer
9130089950
Make data enrichment opt-in
2024-12-16 10:37:59 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
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* Add data enrichment
* Make data enrichment optional for self-hosters
* Add categories to data enrichment
* Only update category and merchant if nil
* Fix name overrides
* Lint fixes
2024-12-13 17:22:27 -05:00
Zach Gollwitzer
4866a4f8e4
Increase cache time for upgrades
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Fixes #1525
2024-12-12 15:14:54 -05:00
Zach Gollwitzer
027c18297b
Fix holding avg cost calculation
2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
2024-12-12 08:56:52 -05:00
Zach Gollwitzer
b2a56aefc1
Update Plaid cash balance on each sync
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2024-12-10 18:54:09 -05:00
Zach Gollwitzer
46131fb496
Fix unique constraint errors on sync
2024-12-10 18:16:53 -05:00
Zach Gollwitzer
49c353e10c
Plaid portfolio sync algorithm and calculation improvements ( #1526 )
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* Start tests rework
* Cash balance on schema
* Add reverse syncer
* Reverse balance sync with holdings
* Reverse holdings sync
* Reverse holdings sync should work with only trade entries
* Consolidate brokerage cash
* Add forward sync option
* Update new balance info after syncs
* Intraday balance calculator and sync fixes
* Show only balance for trade entries
* Tests passing
* Update Gemfile.lock
* Cleanup, performance improvements
* Remove account reloads for reliable sync outputs
* Simplify valuation view logic
* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key ( #1515 )
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* Handle invalid API key
* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Zach Gollwitzer
9ec94cd1fa
Add context to plaid sync errors
2024-12-02 12:04:54 -05:00
Zach Gollwitzer
d592495be5
Fix sync error when security missing
2024-12-02 10:53:16 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
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* Consolidate entry controller logic
* Transaction builder
* Update trades controller to use new params
* Load account charts in turbo frames, fix PG overflow
* Consolidate tests
* Tests passing
* Remove unused code
* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Nikhil Badyal
76f2714006
Updated usage check threshold to 100pc instead of 1 ( #1504 )
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2024-11-26 18:33:26 -05:00
Josh Pigford
a9b61a655b
Synth error handling ( #1502 )
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* Synth error handling
* Revert "Synth error handling"
This reverts commit fd6a0a12b4
2024-11-26 07:45:00 -06:00
Zach Gollwitzer
955f211fe0
Allow 0 qty for Plaid imported trades
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2024-11-25 13:28:31 -05:00
Evlos
570a0c7ff6
[#] base_url on synth.rb ( #1490 )
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2024-11-25 10:17:00 -05:00
Zach Gollwitzer
a4adfed82b
Disable Plaid i18n until we support full i18n
2024-11-25 09:48:21 -05:00
Zach Gollwitzer
03e92e63a5
Attempt to sync transactions regardless of main item type
2024-11-25 09:32:07 -05:00
Zach Gollwitzer
c309c8abf8
Safely call liability object when syncing
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2024-11-22 10:41:16 -05:00
Nico
242eb5cea1
Calculates balance based on previous transaction on the same date ( #1483 )
2024-11-22 09:38:41 -05:00
Zach Gollwitzer
6996a225ba
Add post-sync UI stream updates ( #1482 )
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* Add post-sync UI stream updates
* Fix stream channel id
2024-11-20 16:46:06 -05:00
Zach Gollwitzer
e641cfccd4
Add post-sync hook ( #1479 )
2024-11-20 11:01:52 -05:00
Zach Gollwitzer
81d604f3d4
Fix transfers and form currencies ( #1477 )
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2024-11-18 15:50:47 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users ( #1476 )
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* Fix redirect 404 bug
* Make encryption optional for self-hosters
* Fix test
2024-11-18 10:47:05 -05:00
Zach Gollwitzer
69f6d7f8ea
Enable consent for additional plaid products
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2024-11-15 17:33:18 -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
Tony Vincent
b3ef995d1f
Fix duplicate invites ( #1437 )
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Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-11-08 09:58:35 -06:00
bruno costanzo
a113d573d6
Skip account valuation on entry balance_after_entry ( #1435 )
2024-11-08 09:17:55 -05:00
Josh Pigford
31d9d926f7
Fix for certain securities returning incorrect prices
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2024-11-07 11:52:16 -06:00
Zach Gollwitzer
455257bf51
Show onboarding unless invitation present
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Fixes #1421
2024-11-05 19:08:45 -05:00
