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21 commits

Author SHA1 Message Date
Zach Gollwitzer
dd605a577e Bump ruby to 3.4.4
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2025-05-20 09:09:10 -04:00
Zach Gollwitzer
137219c121 Fix attribute locking namespace conflict, duplicate syncs
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2025-05-19 16:39:31 -04:00
Zach Gollwitzer
29a8ac9d8a Tweak exception logging, sync stale behavior 2025-05-18 10:19:15 -04:00
Zach Gollwitzer
9f13b5bb83
Handle stale syncs (#2257)
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* Handle stale syncs

* Use `visible` sync logic in sidebar groups
2025-05-17 18:28:21 -04:00
Zach Gollwitzer
10dd9e061a
Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00
Zach Gollwitzer
908b3e2489 Temporary disable of sync cascade behavior 2025-05-12 15:41:14 -04:00
Zach Gollwitzer
ab2cec55e7
Propagate child sync errors up to parent, fix sync status (#2232)
* Propagate child sync errors up to parent, fix sync status

* Remove testing error
2025-05-09 14:56:49 -04:00
Zach Gollwitzer
867318cbc1 Improve sync data management 2025-05-08 12:52:40 -04:00
Zach Gollwitzer
2707a40a2a
Handle nested child syncs (#2220)
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2025-05-07 18:12:08 -04:00
Zach Gollwitzer
8b857e9c8a Notify parent sync in ensure block 2025-05-07 16:51:11 -04:00
Zach Gollwitzer
a07e9d40a3
Transactional locks for sync completions (#2219)
* Transactional locks for sync completions

* Lower sync display logic tolerance in UI
2025-05-07 16:28:58 -04:00
Zach Gollwitzer
d8e34cf791 Add tags to sync failures
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2025-04-28 15:54:12 -04:00
Zach Gollwitzer
297a695d0f
Transaction rules engine V1 (#1900)
* Domain model sketch

* Scaffold out rules domain

* Migrations

* Remove existing data enrichment for clean slate

* Sketch out business logic and basic tests

* Simplify rule scope building and action executions

* Get generator working again

* Basic implementation + tests

* Remove manual merchant management (rules will replace)

* Revert "Remove manual merchant management (rules will replace)"

This reverts commit 83dcbd9ff0.

* Family and Provider merchants model

* Fix brakeman warnings

* Fix notification loader

* Update notification position

* Add Rule action and condition registries

* Rule form with compound conditions and tests

* Split out notification types, add CTA type

* Rules form builder and Stimulus controller

* Clean up rule registry domain

* Clean up rules stimulus controller

* CTA message for rule when user changes transaction category

* Fix tests

* Lint updates

* Centralize notifications in Notifiable concern

* Implement category rule prompts with auto backoff and option to disable

* Fix layout bug caused by merge conflict

* Initialize rule with correct action for category CTA

* Add rule deletions, get rules working

* Complete dynamic rule form, split Stimulus controllers by resource

* Fix failing tests

* Change test password to avoid chromium conflicts

* Update integration tests

* Centralize all test password references

* Add re-apply rule action

* Rule confirm modal

* Run migrations

* Trigger rule notification after inline category updates

* Clean up rule styles

* Basic attribute locking for rules

* Apply attribute locks on user edits

* Log data enrichments, only apply rules to unlocked attributes

* Fix merge errors

* Additional merge conflict fixes

* Form UI improvements, ignore attribute locks on manual rule application

* Batch AI auto-categorization of transactions

* Auto merchant detection, ai enrichment in batches

* Fix Plaid merchant assignments

* Plaid category matching

* Cleanup 1

* Test cleanup

* Remove stale route

* Fix desktop chat UI issues

* Fix mobile nav styling issues
2025-04-18 11:39:58 -04:00
Zach Gollwitzer
77a2d6a048 Proper error handling in Sync class 2025-04-18 09:46:49 -04:00
Zach Gollwitzer
8648f11413
Sync hierarchy updates (#2087)
* Add parent sync orchestration

* Pass sync object to dependents
2025-04-11 12:13:46 -04:00
Zach Gollwitzer
9627a6bf6f
Add tagged logging to sync process (#1956)
* Add tagged logging to sync process

* Reduce logging in syncer

* Typo
2025-03-05 15:38:31 -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
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
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