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Author SHA1 Message Date
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)

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updated-dependencies:
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  dependency-type: direct:production
  update-type: version-update:semver-minor
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 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)

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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) 
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)

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updated-dependencies:
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  dependency-type: direct:development
  update-type: version-update:semver-patch
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Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 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) 
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)

---
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  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)

---
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  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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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 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)

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  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)

---
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  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) 
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)

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  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-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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- dependency-name: good_job
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  update-type: version-update:semver-patch
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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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 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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 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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- dependency-name: selenium-webdriver
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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)

---
updated-dependencies:
- 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.

* Simplify overage messaging
 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) 
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) 
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)

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 2024-11-25 10:10:12 -05:00
dependabot[bot]
6c503e4d26
Bump puma from 6.4.3 to 6.5.0 (#1498) 
Bumps [puma](https://github.com/puma/puma) from 6.4.3 to 6.5.0.
- [Release notes](https://github.com/puma/puma/releases)
- [Changelog](https://github.com/puma/puma/blob/master/History.md)
- [Commits](https://github.com/puma/puma/compare/v6.4.3...v6.5.0)

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 2024-11-25 10:08:11 -05:00
dependabot[bot]
57a87f2850
Bump pagy from 9.3.0 to 9.3.1 (#1499) 
Bumps [pagy](https://github.com/ddnexus/pagy) from 9.3.0 to 9.3.1.
- [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/9.3.0...9.3.1)

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 2024-11-25 09:56:16 -05:00
dependabot[bot]
84f069448a
Bump mocha from 2.5.0 to 2.6.0 (#1500) 
Bumps [mocha](https://github.com/freerange/mocha) from 2.5.0 to 2.6.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.5.0...v2.6.0)

---
updated-dependencies:
- dependency-name: mocha
  dependency-type: direct:development
  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 09:56:07 -05:00
dependabot[bot]
25e9bd4c60
Bump stripe from 13.1.2 to 13.2.0 (#1501) 
Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.1.2 to 13.2.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases)
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.1.2...v13.2.0)

---
updated-dependencies:
- dependency-name: stripe
  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 09:55:58 -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
Arsen Shkrumelyak
c1034e6edf
Update index method in AccountsController to fetch all accounts (#1491)
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* Fetch all manual accounts, regardless of their active status
* Fetch all Plaid items, regardless of their active status
 2024-11-22 15:28:36 -05:00
Arsen Shkrumelyak
1c2f075053
Fix bug: Loan % doesn't allow exact rate (#1492) 
* Fix bug: Loan % doesn't allow exact rate

Fixes #1487

Change the step of the interest rate field to 0.005.

It's unlikely that we'll see interest rates in smaller increments.

* step 0.005

* migration for loan interest rates precision

* add new line
 2024-11-22 15:28:10 -05:00