* Enhance Plaid connection management with re-authentication and error handling
- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states
* Remove redundant 'reconnect' localization for Plaid items
* Enhance security information retrieval and handling
- Add support for operating MIC codes in security info fetching
- Update security uniqueness validation to handle unknown securities
- Improve security creation and update logic in Plaid investment sync
- Update combobox and view components to handle operating MIC codes
- Add unknown flag for securities with incomplete information
* Update schema.rb
* Refactor the need for mic codes
* Don't fetch prices unless a security has the necessary mic code
* Deduplication
* Lint
* Update Securities and Plaid Investment Sync
- Modify PlaidInvestmentSync to return plaid_security for USD cash
- Add non-null constraint to Securities ticker column
- Update Securities fixture to use exchange_operating_mic instead of exchange_mic
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
* feat(import): add currency and number format support for CSV imports
* feat(import): add currency and format for mint and trade
* fix(imports): remove currency field in favor of currency csv col
* fix(imports): remove validate column from import model
* test(import): add some tests for imports
* test(import): add some tests for generate_rows_from_csv
* fix: change method name for import model
* fix: change before validation
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Co-authored-by: danestves <danestves@users.noreply.github.com>
* Fix Account Holding validation and synchronization
Fixes #1781
- Add comprehensive validations for Account::Holding
- Implement validation to ensure amount matches qty * price
- Update Account::Syncer to include qty and price during synchronization
- Add database constraints for holding attributes and calculations
* Remove database check constraints for Account Holdings
Align with project convention of keeping complex validations in ActiveRecord
- Remove database-level check constraints for quantity, price, and amount
- Maintain database-level null and unique constraints
- Prepare for more flexible validation in the model layer
* feat: Add institution details to Plaid items
- Fetch and store institution URL, ID, and primary color for Plaid items
- Update PlaidItem model to retrieve and save institution metadata
- Add new method in Plaid provider to get institution details
- Update account logo view to use institution domain for logo generation
* Add institution domain method to Account model
- Extract institution domain logic from view to Account model
- Simplify logo view by using new institution_domain method
- Improve code reusability and separation of concerns
* Add scope to filter transactions from active accounts
* Add test for transfer match candidates with active accounts
* Refactor active account filtering for transactions and entries
* Refactor transaction enrichment to support batch processing
- Add method to enrich transactions in batches
- Implement job scheduling for unenriched transactions
- Improve logging and error handling for transaction enrichment
* Re-enable enrichment
* Fix transaction enrichment query to use correct table references
- Update queries to explicitly join and reference account_entries and account_transactions tables
- Remove unnecessary name presence check before enrichment
- Improve query precision for unenriched transaction selection
* Optimize transaction enrichment query joins
- Refactor database joins to use explicit table references
- Improve query performance for unenriched transaction selection
- Ensure correct table aliasing in enrichment methods
* Remove deprecated data enrichment job and method
- Delete EnrichDataJob as it's no longer used
- Remove `enrich_data_later` method from Account model
- Update Account::Syncer to directly call `enrich_data` instead of scheduling a job
- Add error handling for individual security price loading
- Log detailed error information for problematic securities
- Prevent single security errors from halting entire price loading process
- Enhance logging with more specific security identification details
* Fix: make date format year consistent overall
* chore: Consolidating all date formatting options
* adding disabled condition back to mint import
* chore: Moving formats from helper to models/family.rd
* Adding date_format_label to the en translation for import/configurations
* nit: making changes to use individual translations
* Initial pass at Plaid EU
* Add EU support to Plaid Items
* Lint
* Temp fix for rubocop isseus
* Merge cleanup
* Pass in region and get tests passing
* Use absolute path for translation
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Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Change email address
* Email confirmation
* Email change test
* Lint
* Schema reset
* Set test email sender
* Select specific user fixture
* Refactor/cleanup
* Remove unused email_confirmation_token
* Current user would never be true
* Fix translation test failures
* feat: add validation to require consistent category color
* feat: reflect color requirement in new category form
* refactor: move logic inline over shared component
* rubocop
* tests: fix breaking and add case for new validation
* feat: hide color selector when parent category selected
* feat: override color with parent color in model
* tests: remove case for unnecessary validation
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Signed-off-by: Julien Bertazzo Lambert <42924425+JLambertazzo@users.noreply.github.com>
* Improve category level limit validation
* Set categories list only for non parents
* Disable select field
* Add info about the disabled select
* Don’t render a select input for parent categories
* Handle correctly turbo_stream request format
* Add turbo_stream format to requests on create and update action's tests
* Remove no_content status from update action
* Revert "Remove no_content status from update action"
This reverts commit 866140c196.
* Revert "Add turbo_stream format to requests on create and update action's tests"
This reverts commit c6bf21490f.
* Add correct redirect url for both html and turbo_stream formats
* Remove useless turbo_frame_tag
Add where statement to account_transactions overview to only give transactions and not valuations
Signed-off-by: Jasper Delahaije <47220315+Repsay@users.noreply.github.com>
