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28 commits

Author SHA1 Message Date
Zach Gollwitzer
a4d10097d5
Preserve pagination on entry updates (#1563)
* Preserve pagination on entry updates

* Test fix
2024-12-20 11:24:46 -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
49c353e10c
Plaid portfolio sync algorithm and calculation improvements (#1526)
* 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
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
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
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
Josh Pigford
e7f09e6f71
Groundwork for security info (#1396)
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* Groundwork for security info

* Lint
2024-10-30 18:08:19 -04:00
Zach Gollwitzer
bf695972e4
Remove missing prices issue (#1390) 2024-10-29 14:55:46 -04:00
Zach Gollwitzer
3c0fdd84ee Fix mode bug 2024-10-18 18:25:17 -04:00
Zach Gollwitzer
fd941d714d
Add loan and credit card views (#1268)
* Add loan and credit card views

* Lint fix

* Clean up overview card markup

* Lint fix

* Test fix
2024-10-08 17:16:37 -04:00
Zach Gollwitzer
7fabca4679
Simplify self host settings controller (#1230) 2024-10-02 12:07:56 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates (#1118)
* Minimal code style enforcement

* Formatting and lint code updates (no change in functionality)
2024-08-23 10:06:24 -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
ea8309eedd
Show cash + holdings value for investment account view (#1046)
* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
2024-08-02 17:09:25 -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
6767aaed1d
Handle missing exchange rate provider, allow fallback for missing rates (#955)
* Clean up exchange rate logic

* Remove stale method
2024-07-08 09:04:59 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) (#923)
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
2024-07-01 10:49:43 -04:00
Zach Gollwitzer
a947db92b2
Account namespace updates: part 1 (#893)
* Rename accountable types

* Merge conflicts

* Fix broken tests

* Add back sidebar changes
2024-06-20 07:26:25 -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
Juan B. Rodriguez
49d1fe0e11
feat: add crypto account type to demo data (#555)
* feat: add crypto account type to demo data

* fix: set currency to BTC, revert schema migration change and fix tests

* fix: update dates in time_series tests
2024-03-19 15:34:35 -04:00
Zach Gollwitzer
f904d9d062
Add the ability to "rollup" values in a time series (#554)
* Clean up time series models

* Add value group rollup class for summarizing hierarchical data

* Integrate new classes

* Update UI to use new patterns

* Update D3 charts to expect new data format

* Clean up account model

* More cleanup

* Money improvements

* Use new money fields

* Remove invalid fixture data to avoid orphaned accountables

* Update time series to work better with collections

* Fix tests and UI bugs
2024-03-19 09:10:40 -04:00
Zach Gollwitzer
fe2fa0eac1
Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -04:00
Josh Brown
f8174990ca
Fix accountable type references in new account flow (#395)
* Fix accountable type references in new account flow

* Add remaining references

* Refactor accountable type checking

* Refactor new account template to use account

* Refactor account create action

* Refactor account sidebar
2024-02-09 08:26:54 -06:00
Rob Zolkos
71939d6fb5 Rework Account to use delegated types 2024-02-03 02:48:51 +00:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00