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Maybe/test/fixtures
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Zach Gollwitzer 03a146222d
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Plaid sync domain improvements (#2267) 
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:

1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances

This provides several benefits:

- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
2025-05-23 18:58:22 -04:00
..
active_storage Add institution management and account editing controls (#868) 2024-06-13 14:37:27 -04:00
files Escape quotations in CSV imports properly (#1929) 2025-02-28 12:21:07 -05:00
import CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00
rule Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
security First pass at security price reference (#1388) 2024-10-29 15:37:59 -04:00
accounts.yml Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
addresses.yml Add Property Details View (#1116) 2024-08-23 08:47:08 -04:00
balances.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
budgets.yml Budgeting V1 (#1609) 2025-01-16 14:36:37 -05:00
categories.yml Nested Categories (#1561) 2024-12-20 11:37:26 -05:00
chats.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
credit_cards.yml Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
cryptos.yml Account namespace updates: part 1 (#893) 2024-06-20 07:26:25 -04:00
depositories.yml Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
entries.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
exchange_rates.yml Handle missing exchange rate provider, allow fallback for missing rates (#955) 2024-07-08 09:04:59 -04:00
families.yml Propagate child sync errors up to parent, fix sync status (#2232) 2025-05-09 14:56:49 -04:00
holdings.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
impersonation_session_logs.yml Impersonation (#1325) 2024-10-18 11:26:58 -05:00
impersonation_sessions.yml Impersonation (#1325) 2024-10-18 11:26:58 -05:00
imports.yml Add exchange and currency fields to trade imports (#1822) 2025-02-24 10:00:24 -05:00
investments.yml Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
invitations.yml Add/remove members and invitations (#1744) 2025-01-30 13:13:37 -06:00
loans.yml Add loan and credit card views (#1268) 2024-10-08 17:16:37 -04:00
merchants.yml Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
messages.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
other_assets.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
other_liabilities.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
plaid_accounts.yml Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
plaid_items.yml Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
properties.yml Add Property Details View (#1116) 2024-08-23 08:47:08 -04:00
rules.yml Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
securities.yml Enhance security information retrieval and handling (#1826) 2025-02-11 10:40:30 -06:00
sessions.yml Use DB for auth sessions (#1233) 2024-10-03 14:42:22 -04:00
subscriptions.yml Subscription tests and domain (#2209) 2025-05-06 14:05:21 -04:00
syncs.yml Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
taggings.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
tags.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00
tool_calls.yml Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
trades.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
transactions.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
transfers.yml Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00
users.yml Subscription tests and domain (#2209) 2025-05-06 14:05:21 -04:00
valuations.yml Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
vehicles.yml Account::Sync model and test fixture simplifications (#968) 2024-07-10 11:22:59 -04:00