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
b0d9891133
fix: Bug creating duplicate category leads to crash screen ( #1577 )
...
Co-authored-by: Tony Vincent Yesudas <tony.yesudas@raisenow.com>
2024-12-30 10:04:38 -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 )
...
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* 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 )
...
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* 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 )
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2024-12-17 09:58:08 -05:00
dependabot[bot]
ba878c3d8b
Bump rails-settings-cached from 2.9.5 to 2.9.6 ( #1547 )
...
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- [Release notes](https://github.com/huacnlee/rails-settings-cached/releases )
- [Changelog](https://github.com/huacnlee/rails-settings-cached/blob/main/CHANGELOG.md )
- [Commits](https://github.com/huacnlee/rails-settings-cached/compare/v2.9.5...v2.9.6 )
---
updated-dependencies:
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dependency-type: direct:production
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2024-12-16 14:00:08 -05:00
dependabot[bot]
6034dfe5f5
Bump good_job from 4.5.1 to 4.6.0 ( #1541 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.5.1 to 4.6.0.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v4.5.1...v4.6.0 )
---
updated-dependencies:
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dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-16 13:42:36 -05:00
dependabot[bot]
ae30176816
Bump aws-sdk-s3 from 1.176.0 to 1.176.1 ( #1545 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.176.0 to 1.176.1.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
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dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-16 13:42:27 -05:00
dependabot[bot]
7508ae55ac
Bump dotenv-rails from 3.1.4 to 3.1.6 ( #1540 )
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Bumps [dotenv-rails](https://github.com/bkeepers/dotenv ) from 3.1.4 to 3.1.6.
- [Release notes](https://github.com/bkeepers/dotenv/releases )
- [Changelog](https://github.com/bkeepers/dotenv/blob/main/Changelog.md )
- [Commits](https://github.com/bkeepers/dotenv/compare/v3.1.4...v3.1.6 )
---
updated-dependencies:
- dependency-name: dotenv-rails
dependency-type: direct:development
update-type: version-update:semver-patch
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2024-12-16 13:42:11 -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
dependabot[bot]
54e46c1b4e
Bump faraday from 2.12.1 to 2.12.2 ( #1542 )
...
Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.1 to 2.12.2.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.12.1...v2.12.2 )
---
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dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-16 13:01:05 -05:00
dependabot[bot]
0d09f2e3e9
Bump csv from 3.3.0 to 3.3.1 ( #1543 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.0 to 3.3.1.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/master/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.0...v3.3.1 )
---
updated-dependencies:
- dependency-name: csv
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-12-16 13:00:25 -05:00
dependabot[bot]
f7ce2cdf89
Bump mocha from 2.7.0 to 2.7.1 ( #1544 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.7.0 to 2.7.1.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.7.0...v2.7.1 )
---
updated-dependencies:
- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-patch
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2024-12-16 13:00:08 -05:00
dependabot[bot]
f7e86d4c90
Bump rails from 7.2.2 to 7.2.2.1 ( #1546 )
...
Bumps [rails](https://github.com/rails/rails ) from 7.2.2 to 7.2.2.1.
- [Release notes](https://github.com/rails/rails/releases )
- [Commits](https://github.com/rails/rails/compare/v7.2.2...v7.2.2.1 )
---
updated-dependencies:
- dependency-name: rails
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2024-12-16 12:52:29 -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 )
...
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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
bac2e64c19
Bump to v0.2.0
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2024-12-13 12:16:21 -05:00
Zach Gollwitzer
4866a4f8e4
Increase cache time for upgrades
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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 )
...
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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
b2a56aefc1
Update Plaid cash balance on each sync
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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
dependabot[bot]
a59ca5b7c6
Bump aws-sdk-s3 from 1.175.0 to 1.176.0 ( #1519 )
...
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.175.0 to 1.176.0.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
updated-dependencies:
- dependency-name: aws-sdk-s3
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-09 11:31:29 -05:00
dependabot[bot]
ee79016e2a
Bump pagy from 9.3.2 to 9.3.3 ( #1520 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.3.2 to 9.3.3.
- [Release notes](https://github.com/ddnexus/pagy/releases )
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ddnexus/pagy/compare/9.3.2...9.3.3 )
---
updated-dependencies:
- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-09 11:31:20 -05:00
dependabot[bot]
13cf4d70df
Bump sentry-rails from 5.21.0 to 5.22.0 ( #1522 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.21.0 to 5.22.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases )
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.21.0...5.22.0 )
---
updated-dependencies:
- dependency-name: sentry-rails
dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-09 11:31:03 -05:00
dependabot[bot]
48e306a614
Bump mocha from 2.6.1 to 2.7.0 ( #1523 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.6.1 to 2.7.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.6.1...v2.7.0 )
---
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- dependency-name: mocha
dependency-type: direct:development
update-type: version-update:semver-minor
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2024-12-09 11:22:00 -05:00
Zach Gollwitzer
a9daba16c1
Fix account activity view search
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2024-12-05 08:39:16 -05:00
Zach Gollwitzer
2cba5177ba
Revert out-of-sync schema changes
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2024-12-04 18:40:43 -05:00
Nikhil Badyal
13bec4599f
Handle invalid API key ( #1515 )
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* Handle invalid API key
* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3
Updated domain to maybefinance.com
2024-12-03 11:09:57 -06:00
Zach Gollwitzer
c456950de8
Fix transaction filters selection bar controller error
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2024-12-02 14:06:56 -05:00
Zach Gollwitzer
9ec94cd1fa
Add context to plaid sync errors
2024-12-02 12:04:54 -05:00
dependabot[bot]
d73e7eacce
Bump good_job from 4.5.0 to 4.5.1 ( #1509 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.5.0 to 4.5.1.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v4.5.0...v4.5.1 )
---
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2024-12-02 11:02:09 -05:00
dependabot[bot]
890638e06d
Bump mocha from 2.6.0 to 2.6.1 ( #1510 )
...
Bumps [mocha](https://github.com/freerange/mocha ) from 2.6.0 to 2.6.1.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md )
- [Commits](https://github.com/freerange/mocha/compare/v2.6.0...v2.6.1 )
---
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dependency-type: direct:development
update-type: version-update:semver-patch
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2024-12-02 11:02:00 -05:00
dependabot[bot]
14fd5913fe
Bump aws-sdk-s3 from 1.173.0 to 1.175.0 ( #1511 )
...
Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.173.0 to 1.175.0.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
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dependency-type: direct:production
update-type: version-update:semver-minor
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2024-12-02 11:01:54 -05:00
dependabot[bot]
e026f68895
Bump selenium-webdriver from 4.26.0 to 4.27.0 ( #1512 )
...
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.26.0 to 4.27.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.26.0...selenium-4.27.0 )
---
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2024-12-02 11:01:45 -05:00
dependabot[bot]
1b8064b9fd
Bump pagy from 9.3.1 to 9.3.2 ( #1513 )
...
Bumps [pagy](https://github.com/ddnexus/pagy ) from 9.3.1 to 9.3.2.
- [Release notes](https://github.com/ddnexus/pagy/releases )
- [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ddnexus/pagy/compare/9.3.1...9.3.2 )
---
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- dependency-name: pagy
dependency-type: direct:production
update-type: version-update:semver-patch
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2024-12-02 11:01:36 -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 )
...
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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
Nikhil Badyal
76f2714006
Updated usage check threshold to 100pc instead of 1 ( #1504 )
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2024-11-26 18:33:26 -05:00
Josh Pigford
a9b61a655b
Synth error handling ( #1502 )
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* 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
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2024-11-25 13:28:31 -05:00
Evlos
570a0c7ff6
[#] base_url on synth.rb ( #1490 )
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2024-11-25 10:17:00 -05:00
dependabot[bot]
de9ffa7ca0
Bump ruby-lsp-rails from 0.3.26 to 0.3.27 ( #1495 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.3.26 to 0.3.27.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.26...v0.3.27 )
---
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2024-11-25 10:10:31 -05:00
dependabot[bot]
b5666ad7a9
Bump aws-sdk-s3 from 1.171.0 to 1.173.0 ( #1496 )
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Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby ) from 1.171.0 to 1.173.0.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases )
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md )
- [Commits](https://github.com/aws/aws-sdk-ruby/commits )
---
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2024-11-25 10:10:20 -05:00
dependabot[bot]
fc603a1733
Bump good_job from 4.4.2 to 4.5.0 ( #1497 )
...
Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.4.2 to 4.5.0.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v4.4.2...v4.5.0 )
---
updated-dependencies:
- dependency-name: good_job
dependency-type: direct:production
update-type: version-update:semver-minor
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2024-11-25 10:10:12 -05:00
