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Author SHA1 Message Date
Zach Gollwitzer
f65b93a352
Data provider simplification, tests, and documentation (#1997)
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports (#1822)
* Add exchange and currency fields to trade imports

* Add exchange_operating_mic support for trade imports - Added required columns and updated models

* refactor: remove exchange and currency columns

* fix: consolidate import schema and remove redundant columns

* feat: Enhance trade import with exchange_operating_mic support

* Revert changes to existing migration

* Simplify migration to use change method

* Restore previously deleted migration

* Remove unused import_col_labels method

* Update schema.rb after running migrations

* Update trade_import.rb and fix schema.rb with db:migrate:reset

* fix: improve trade import security creation

---------

Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00
Josh Pigford
68d7cb5de6
Enhance security information retrieval and handling (#1826)
* 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

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-02-11 10:40:30 -06:00
Josh Pigford
90f1ff8a0b Increase limit on ticker search 2025-02-05 11:02:12 -06:00
Saleh Almatrafi
37aab45c19
Fix incorrect currency assignment for stock prices #1623 (#1798)
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2025-02-04 14:27:00 -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
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
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
Evlos
570a0c7ff6
[#] base_url on synth.rb (#1490)
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2024-11-25 10:17:00 -05:00
Josh Pigford
31d9d926f7 Fix for certain securities returning incorrect prices
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2024-11-07 11:52:16 -06:00
Josh Pigford
e7f09e6f71
Groundwork for security info (#1396)
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* Groundwork for security info

* Lint
2024-10-30 18:08:19 -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)
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* 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
7fabca4679
Simplify self host settings controller (#1230) 2024-10-02 12:07:56 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -04:00
Tony Vincent
6fa40e0fa2
Fetch exchange rates in bulk from synth (#1069)
* Fetch exchnage rates in bulk

* Handle paginated response

* Rename method and improve tests

* Change argument names

* Use standard date format
2024-08-09 10:57:33 -04:00
Zach Gollwitzer
6e74414cb2
Add source headers to Synth calls (#1062) 2024-08-05 12:21:12 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view (#1046)
* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
2024-08-02 17:09:25 -04:00
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) (#1039)
* User tickers as primary lookup symbol instead of isin

* Add security price provider

* Fetch security prices in bulk to improve sync performance

* Fetch prices in bulk, better mocking for tests
2024-08-01 19:43:23 -04:00
Zach Gollwitzer
6767aaed1d
Handle missing exchange rate provider, allow fallback for missing rates (#955)
* Clean up exchange rate logic

* Remove stale method
2024-07-08 09:04:59 -04:00
Jakub Kottnauer
483d67846c
Fix foreign account sync crash (#794)
* Fix foreign account sync crash

* Refactor synth provider and show UI error if not configured

* Generate error message on missing exchange rates while converting balances

* Ignore sync messaged in i18n-tasks unused

* Generate missing exchange rate error during entry normalization

* Update alert classes
2024-05-27 12:10:28 -04:00
Jose Farias
7ae25dd6df
Implement Synth as an exchange rate provider (#574)
* Implement Synth as an exchange rate provider

* Add assertions to provider interface test

* Assert the correct provider error is raised

* Remove unnecessary parens
2024-03-27 11:16:00 -04:00