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
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
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* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
2024-12-12 08:56:52 -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
Evlos
570a0c7ff6
[#] base_url on synth.rb ( #1490 )
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2024-11-25 10:17:00 -05:00
Josh Pigford
31d9d926f7
Fix for certain securities returning incorrect prices
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2024-11-07 11:52:16 -06:00
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
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection ( #1392 )
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* Initial pass at Synth-based ticker selection
* Update _tickers.turbo_stream.erb
* Functional combobox display
* A few cleanup steps
* Linter
* Prevent long strings
* Another step towards functional combobox
* Deprecated files
* Custom Combobox implementation
* Lint
* Test suite fixes
* Lint
* Make direct use of mic codes
* Update splits
* Update trades_test.rb
2024-10-30 09:23:44 -04:00
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
7fabca4679
Simplify self host settings controller ( #1230 )
2024-10-02 12:07:56 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides ( #1090 )
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* 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
Tony Vincent
6fa40e0fa2
Fetch exchange rates in bulk from synth ( #1069 )
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* Fetch exchnage rates in bulk
* Handle paginated response
* Rename method and improve tests
* Change argument names
* Use standard date format
2024-08-09 10:57:33 -04:00
Zach Gollwitzer
6e74414cb2
Add source headers to Synth calls ( #1062 )
2024-08-05 12:21:12 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view ( #1046 )
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* 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 )
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* 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 )
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* Clean up exchange rate logic
* Remove stale method
2024-07-08 09:04:59 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash ( #794 )
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* Fix foreign account sync crash
* Refactor synth provider and show UI error if not configured
* Generate error message on missing exchange rates while converting balances
* Ignore sync messaged in i18n-tasks unused
* Generate missing exchange rate error during entry normalization
* Update alert classes
2024-05-27 12:10:28 -04:00
Jose Farias
7ae25dd6df
Implement Synth as an exchange rate provider ( #574 )
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* 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
