Kabiru Mwenja
dba10c2bc8
Fix unknown attribute 'parent_category' for Category in demo generator ( #1575 )
...
```ruby
❯ bin/rails demo_data:reset
user reset
bin/rails aborted!
ActiveModel::UnknownAttributeError: unknown attribute 'parent_category' for Category. (ActiveModel::UnknownAttributeError)
raise UnknownAttributeError.new(self, k.to_s)
```
Follows: https://github.com/maybe-finance/maybe/pull/1561
2024-12-30 10:04:58 -05:00
Tony Vincent
9d217afb9f
feat: Save error backtrace for sync errors for better debugging ( #1578 )
...
Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
2024-12-30 10:04:05 -05:00
Zach Gollwitzer
77def1db40
Nested Categories ( #1561 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* Prepare entry search for nested categories
* Subcategory implementation
* Remove caching for test stability
2024-12-20 11:37:26 -05:00
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
7be6a372bf
Preserve original transaction names when enriching ( #1556 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Preserve original transaction name
* Remove stale method
* Fix tests
2024-12-19 10:16:09 -05:00
Zach Gollwitzer
68617514b0
Make transaction enrichment opt-in for all users ( #1552 )
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
2024-12-17 09:58:08 -05:00
Zach Gollwitzer
bb9fa56add
Fix date format validation error ( #1551 )
...
* Fix date format validation error
* Order trades, fix flaky test
2024-12-16 13:21:30 -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
9130089950
Make data enrichment opt-in
2024-12-16 10:37:59 -05:00
Zach Gollwitzer
fe199f2357
Add account data enrichment ( #1532 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* 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
4866a4f8e4
Increase cache time for upgrades
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Fixes #1525
2024-12-12 15:14:54 -05:00
Zach Gollwitzer
027c18297b
Fix holding avg cost calculation
2024-12-12 15:11:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support ( #1531 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
b2a56aefc1
Update Plaid cash balance on each sync
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
2024-12-10 18:54:09 -05:00
Zach Gollwitzer
46131fb496
Fix unique constraint errors on sync
2024-12-10 18:16:53 -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
Nikhil Badyal
13bec4599f
Handle invalid API key ( #1515 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* Handle invalid API key
* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Zach Gollwitzer
9ec94cd1fa
Add context to plaid sync errors
2024-12-02 12:04:54 -05:00
Zach Gollwitzer
d592495be5
Fix sync error when security missing
2024-12-02 10:53:16 -05:00
Zach Gollwitzer
c3248cd796
Improve account transaction, trade, and valuation editing and sync experience ( #1506 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* 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
Nikhil Badyal
76f2714006
Updated usage check threshold to 100pc instead of 1 ( #1504 )
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2024-11-26 18:33:26 -05:00
Josh Pigford
a9b61a655b
Synth error handling ( #1502 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Synth error handling
* Revert "Synth error handling"
This reverts commit fd6a0a12b4
2024-11-26 07:45:00 -06:00
Zach Gollwitzer
955f211fe0
Allow 0 qty for Plaid imported trades
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2024-11-25 13:28:31 -05:00
Evlos
570a0c7ff6
[#] base_url on synth.rb ( #1490 )
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2024-11-25 10:17:00 -05:00
Zach Gollwitzer
a4adfed82b
Disable Plaid i18n until we support full i18n
2024-11-25 09:48:21 -05:00
Zach Gollwitzer
03e92e63a5
Attempt to sync transactions regardless of main item type
2024-11-25 09:32:07 -05:00
Zach Gollwitzer
c309c8abf8
Safely call liability object when syncing
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2024-11-22 10:41:16 -05:00
Nico
242eb5cea1
Calculates balance based on previous transaction on the same date ( #1483 )
2024-11-22 09:38:41 -05:00
Zach Gollwitzer
6996a225ba
Add post-sync UI stream updates ( #1482 )
...
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
* 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
81d604f3d4
Fix transfers and form currencies ( #1477 )
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2024-11-18 15:50:47 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users ( #1476 )
...
* Fix redirect 404 bug
* Make encryption optional for self-hosters
* Fix test
2024-11-18 10:47:05 -05:00
Zach Gollwitzer
69f6d7f8ea
Enable consent for additional plaid products
Publish Docker image / ci (push) Has been cancelled
Publish Docker image / Build docker image (push) Has been cancelled
2024-11-15 17:33:18 -05:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration ( #1433 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
Tony Vincent
b3ef995d1f
Fix duplicate invites ( #1437 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2024-11-08 09:58:35 -06:00
bruno costanzo
a113d573d6
Skip account valuation on entry balance_after_entry ( #1435 )
2024-11-08 09:17:55 -05:00
Josh Pigford
31d9d926f7
Fix for certain securities returning incorrect prices
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
2024-11-07 11:52:16 -06:00
Zach Gollwitzer
455257bf51
Show onboarding unless invitation present
...
Fixes #1421
2024-11-05 19:08:45 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms ( #1406 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
85779b4038
super_admin should be valid for admin
2024-11-01 10:30:30 -05:00
Josh Pigford
793bd852a0
Family invites ( #1397 )
...
* Initial pass at household invites
* Invitee setup
* Clean up add member form
* Lint and other tweaks
* Security cleanup
* Lint
* i18n fixes
* More i18n cleanup
* Show pending invites
* Don't use turbo on the form
* Improved email design
* Basic tests
* Lint
* Update onboardings_controller.rb
* Registration + invite cleanup
* Lint
* Update brakeman.ignore
* Update brakeman.ignore
* Self host invite links
* Test tweaks
* Address missing param error
2024-11-01 10:23:27 -05:00
Harshit Chaudhary
47288a1629
Auto naming of Transfer Transaction ( #1393 )
...
* Remove Description field
* Auto naming of tranfer transaction
* Fix transfer test
* Improve Transfer entries names
2024-11-01 08:58:19 -04:00
Tony Vincent
2b61821336
Do not include income transactions in liability accounts for savings rate ( #1385 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Do not include income transactions in liability accounts for savings rate
* Do not include income in liability accounts in savings rate chart
2024-10-31 09:05:01 -04:00
Josh Pigford
e7f09e6f71
Groundwork for security info ( #1396 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Groundwork for security info
* Lint
2024-10-30 18:08:19 -04:00
Josh Pigford
5533b84895
Always include US stocks
2024-10-30 10:42:57 -04:00
Zach Gollwitzer
c9917674aa
Add validation to security price model
2024-10-30 09:51:05 -04:00
Josh Pigford
cd91e66618
Initial pass at Synth-based ticker selection ( #1392 )
...
* 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 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
bf695972e4
Remove missing prices issue ( #1390 )
2024-10-29 14:55:46 -04:00
Josh Pigford
7d8028b505
Stock filter ( #1376 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Initial pass at stock filtering
* Rough in filter
* Cleaning up security listing
* Tweak to search function
* Combobox tweaks
* Clean up search query
* Update trades test with combobox
* Update securities.yml
2024-10-28 15:49:19 -04:00
