Zach Gollwitzer
8c97c9d31a
Consolidate and simplify account pages ( #2462 )
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* Remove ScrollFocusable
* Consolidate and simplify account pages
* Lint fixes
* Fix tab param initialization
* Remove stale files
* Remove stale route, make accountable routes clearer
2025-07-18 05:52:18 -04:00
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing ( #2427 )
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* Initial multi-step property form
* Improve form structure, add optional tooltip help icons to form fields
* Add basic inline alert component
* Clean up and improve property form lifecycle
* Implement Account status concept
* Lint fixes
* Remove whitespace
* Balance editing, scope updates for account
* Passing tests
* Fix brakeman warning
* Remove stale columns
* data constraint tweaks
* Redundant property
2025-07-03 09:33:07 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup ( #2110 )
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* Flatten Holding model
* Flatten balance model
* Entries domain renames
* Fix valuations reference
* Fix trades stream
* Fix brakeman warnings
* Fix tests
* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Zach Gollwitzer
53f4b32c33
Fix EU plaid flow ( #1761 )
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* Fix EU plaid flow
* Fix failing tests
2025-01-31 17:04:26 -05:00
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
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
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
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms ( #1406 )
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* Remove balance mode, sketch out refactor
* Activity view checkpoint
* Entry partials, checkpoint
* Finish txn partial
* Give entries context when editing for different turbo responses
* Calculate change of balance for each entry
* Account tabs consolidation
* Translations, linting, brakeman updates
* Account actions concern
* Finalize forms, get account system tests passing
* Get tests passing
* Lint, rubocop, schema updates
* Improve routing and stream responses
* Fix broken routes
* Add import option for adding accounts
* Fix system test
* Fix test specificity
* Fix sparklines
* Improve account redirects
2024-11-04 20:27:31 -05:00
