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6 commits

Author SHA1 Message Date
Josh Pigford
490f44589e
First pass at security price reference (#1388)
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* First pass at security price reference

* Data cleanup

* Synth security fetching does better with a mic_code

* Update test suite

😭

* Update schema.rb

* Update generator.rb
2024-10-29 15:37:59 -04:00
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
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -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
5aca2ff9b6
Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Jose Farias
7ae25dd6df
Implement Synth as an exchange rate provider (#574)
* Implement Synth as an exchange rate provider

* Add assertions to provider interface test

* Assert the correct provider error is raised

* Remove unnecessary parens
2024-03-27 11:16:00 -04:00