Commit Graph

8 Commits

Author SHA1 Message Date
Gilles Devillers
75bbeed300 fix: use port configured in .env (#773) 2026-01-25 16:02:57 +01:00
AdamWHY2K
3f5fff27ea feat: process pending transactions from lunchflow (#731)
* feat(config): add Lunchflow runtime configuration flags

* feat(api): add include_pending parameter to Lunchflow API

* feat(processor): add pending metadata support to Lunchflow processor

* feat(processor): generate temporary IDs for pending transactions

* feat(importer): integrate pending transaction support in sync

* fix(importer): improve deduplication for transactions without IDs

* feat(model): add Lunchflow pending support to Transaction scopes

* test: add Lunchflow processor pending metadata tests

* docs: update AGENTS.md for Lunchflow pending support

* chore: remove unused variable

* fix: simplify key check

* fix: dotenv-linter key order

* fix: avoid collapsing distinct pending transactions

* fix: prevent unbounded raw payload growth for blank IDs
2026-01-23 00:53:24 +01:00
LPW
664c6c2b7c Pending detection, FX metadata, Pending UI badge. (#374)
* - Add support for `SIMPLEFIN_INCLUDE_PENDING` to control pending behavior via ENV.
- Enhance debug logging for SimpleFin API requests and raw payloads.
- Refine pending flag handling in `SimplefinEntry::Processor` based on provider data and inferred conditions.
- Improve FX metadata processing for transactions with currency mismatches.
- Add new tests for pending detection, FX metadata, and edge cases involving `posted` values.
- Add pending indicator UI to transaction view.

* Document pending transaction detection, storage, and UI behavior for SimpleFIN and Plaid integrations. Add debug flags for troubleshooting.

* Add `pending?` method to `Transaction` model, refactor UI indicator, and centralize SimpleFIN configuration

- Introduced `pending?` method in `Transaction` for unified pending state detection.
- Refactored transaction pending indicator in the UI to use `pending?` method.
- Centralized SimpleFIN configuration in initializer with ENV-backed toggles.
- Updated tests for `pending?` behavior and clarified docs for pending detection logic

* Add SimpleFIN debug and runtime flags to `.env.local.example` and `.env.test.example`

- Introduced `SIMPLEFIN_INCLUDE_PENDING` and `SIMPLEFIN_DEBUG_RAW` flags for controlling pending behavior and debugging.
- Updated example environment files with descriptions for new configuration options.

* Normalize formatting for `SIMPLEFIN_INCLUDE_PENDING` and `SIMPLEFIN_DEBUG_RAW` flags in `.env.local.example` and `.env.test.example`.

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Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-19 23:24:48 +01:00
Juan José Mata
72e7d7736b Add onboarding state selector for self-hosted signup (#251)
* Add onboarding modes to self-hosted signup

* Style form consistently

* Configure ONBOARDING_STATE via ENV
2025-10-27 21:52:37 +01:00
Juan José Mata
768e85ce08 Add OpenID Connect login support (#77)
* Add OpenID Connect login support
* Add docs for OIDC config with Google Auth
* Use Google styles for log in
- Add support for linking existing account
- Force users to sign-in with passoword first, when linking existing accounts
- Add support to create new user when using OIDC
- Add identities to user to prevent account take-ver
- Make tests mocking instead of being integration tests
- Manage session handling correctly
- use OmniAuth.config.mock_auth instead of passing auth data via request env
* Conditionally render Oauth button

- Set a config item `configuration.x.auth.oidc_enabled`
- Hide button if disabled

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
2025-10-24 16:07:45 +02:00
Juan José Mata
54bc37a651 Remove Synth Finance references (#47)
* Remove Synth Finance integration

* Linter noise

* Fix failing (old) test, use it for Twelve Data

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-08-02 00:28:55 +02:00
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
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