soky srm
560c9fbff3
Family sharing ( #1272 )
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* Initial account sharing changes
* Update schema.rb
* Update schema.rb
* Change sharing UI to modal
* UX fixes and sharing controls
* Scope include in finances better
* Update totals.rb
* Update totals.rb
* Scope reports to finance account scope
* Update impersonation_sessions_controller_test.rb
* Review fixes
* Update schema.rb
* Update show.html.erb
* FIX db validation
* Refine edit permissions
* Review items
* Review
* Review
* Add application level helper
* Critical review
* Address remaining review items
* Fix modals
* more scoping
* linter
* small UI fix
* Fix: Sync broadcasts push unscoped balance sheet to all users
* Update sync_complete_event.rb
The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context)
along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods.
The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a
morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.
2026-03-25 10:50:23 +01:00
Zach Gollwitzer
10ce2c8e23
Balance sheet cache layer, non-blocking sync UI ( #2356 )
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* Balance sheet cache layer with cache-busting
* Update family cache timestamps during Sync
* Less blocking sync loaders
* Consolidate family data caching key logic
* Fix turbo stream broadcasts
* Remove dev delay
* Add back account group sorting
2025-06-10 18:20:06 -04:00
Zach Gollwitzer
9155e737b2
Capture broadcast error in Sentry
2025-05-15 11:08:27 -04:00
Zach Gollwitzer
a565343102
Fix account group broadcast reference
2025-05-15 10:53:15 -04:00
Zach Gollwitzer
10dd9e061a
Improve account sync performance, handle concurrent market data syncing ( #2236 )
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* PlaidConnectable concern
* Remove bad abstraction
* Put sync implementations in own concerns
* Sync strategies
* Move sync orchestration to Sync class
* Clean up sync class, add state machine
* Basic market data sync cron
* Fix price sync
* Improve sync window column names, add timestamps
* 30 day syncs by default
* Clean up market data methods
* Report high duplicate sync counts to Sentry
* Add sync states throughout app
* account tab session
* Persistent account tab selections
* Remove manual sleep
* Add migration to clear stale syncs on self hosted apps
* Tweak sync states
* Sync completion event broadcasts
* Fix timezones in tests
* Cleanup
* More cleanup
* Plaid item UI broadcasts for sync
* Fix account ID namespace conflict
* Sync broadcasters
* Smoother account sync refreshes
* Remove test sync delay
2025-05-15 10:19:56 -04:00
