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Author SHA1 Message Date
Josh Pigford
b84a33c09d
Refactor transaction enrichment to support batch processing (#1803)
* Refactor transaction enrichment to support batch processing

- Add method to enrich transactions in batches
- Implement job scheduling for unenriched transactions
- Improve logging and error handling for transaction enrichment

* Re-enable enrichment

* Fix transaction enrichment query to use correct table references

- Update queries to explicitly join and reference account_entries and account_transactions tables
- Remove unnecessary name presence check before enrichment
- Improve query precision for unenriched transaction selection

* Optimize transaction enrichment query joins

- Refactor database joins to use explicit table references
- Improve query performance for unenriched transaction selection
- Ensure correct table aliasing in enrichment methods

* Remove deprecated data enrichment job and method

- Delete EnrichDataJob as it's no longer used
- Remove `enrich_data_later` method from Account model
- Update Account::Syncer to directly call `enrich_data` instead of scheduling a job
2025-02-05 10:34:28 -06:00
Zach Gollwitzer
195ec85d96
Budgeting V1 (#1609)
* 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
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
45add7512b
Handle nil name for entries (#1550)
* Handle nil name for entries

* Fix tests
2024-12-16 12:52:11 -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