Zach Gollwitzer
c1d98fe73b
Start and end balance anchors for historical account balances ( #2455 )
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* Add kind field to valuation
* Fix schema conflict
* Add kind to valuation
* Scaffold opening balance manager
* Opening balance manager implementation
* Update account import to use opening balance manager + tests
* Update account to use opening balance manager
* Fix test assertions, usage of current balance manager
* Lint fixes
* Add Opening Balance manager, add tests to forward calculator
* Add credit card to "all cash" designation
* Simplify valuation model
* Add current balance manager with tests
* Add current balance logic to reverse calculator and plaid sync
* Tweaks to initial calc logic
* Ledger testing helper, tweak assertions for reverse calculator
* Update test assertions
* Extract balance transformer, simplify calculators
* Algo simplifications
* Final tweaks to calculators
* Cleanup
* Fix error, propagate sync errors up to parent
* Update migration script, valuation naming
2025-07-15 11:42:41 -04:00
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 )
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* 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 )
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* 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 )
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* 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
