* Fix record violation
and add toggle for recurring feature
* Run only once per sync cycle ( 30 sec )
* FIX params passing
* Add collapsible to recurring section
* FIX preferences error catch
* Implement recurring transactions support
* Amount fix
* Hide section when any filter is applied
* Add automatic identify feature
Automatic identification runs after:
- CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
- Plaid sync completes
- SimpleFIN sync completes
- LunchFlow sync completes
- Any new provider that we create.
* Fix linter and tests
* Fix address review
* FIX proper text sizing
* Fix further linter
Use circular distance to handle month-boundary wrapping
* normalize to a circular representation before computing the median
* Better tests validation
* Added some UI info
Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.
* Fix styling
* Revert text subdued look
* Match structure of the other sections
* Styling
* Restore positive amounts styling
* Shorten label for UI styling
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Fix syncing issues with new connections and accounts..
- Keep SimpleFin institution metadata strictly per account (`simplefin_accounts.org_data`).
- Relax `simplefin_items` institution constraints to allow creating items before org data exists.
- Remove code that copied the first account’s `org` onto `simplefin_items`.
* Improve Simplefin Sync
•
SimpleFin: family “Sync” includes SimpleFin items; importer does unbounded discovery (with pending=1 fallback) before windowed fetch, for both regular and first syncs.
•
Stop populating item‑level institution fields; keep institution metadata per account.
•
Relax NOT NULL on item institution fields.
•
Post‑sync dashboard broadcasts are now guarded (UI cannot fail the job).
•
Show a friendly “daily refresh limit” banner on the SimpleFin card when the latest sync is rate‑limited.
•
Add bin/rails sure:simplefin:debug[ITEM_ID] to print latest sync, snapshot account count, simplefin_accounts count, and unlinked list.
* Fixed double‑quoted strings, spacing around array brackets and commas
* chore: ignore local .junie files
* - Broadcast error logs now include full backtraces
- SimpleFin discovery logic deduplicated fixed
- app/models/simplefin_item/importer.rb
--Added a concise docstring for perform_account_discovery describing purpose, steps, and side‑effects.
--Added a docstring for fetch_accounts_data describing params and return value.
