Commit Graph

10 Commits

Author SHA1 Message Date
LPW
140ea78b0e Add global sync summary component for all providers (#588)
* Add shared sync statistics collection and provider sync summary UI

- Introduced `SyncStats::Collector` concern to centralize sync statistics logic, including account, transaction, holdings, and health stats collection.
- Added collapsible `ProviderSyncSummary` component for displaying sync summaries across providers.
- Updated syncers (e.g., `LunchflowItem::Syncer`) to use the shared collector methods for consistent stats calculation.
- Added rake tasks under `dev:sync_stats` for testing and development purposes, including fake stats generation with optional issues.
- Enhanced provider-specific views to include sync summaries using the new shared component.

* Refactor `ProviderSyncSummary` to improve maintainability

- Extracted `severity_color_class` to simplify severity-to-CSS mapping.
- Replaced `holdings_label` with `holdings_label_key` for streamlined localization.
- Updated locale file to separate `found` and `processed` translations for clarity.

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-09 19:26:37 +01:00
Ethan
3b4ab735b0 Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
* Feat(CoinStats): Scaffold implementation, not yet functional

* Feat(CoinStats): Implement crypto wallet balance and transactions

* Feat(CoinStats): Add tests, Minor improvements

* Feat(CoinStats): Utilize bulk fetch API endpoints

* Feat(CoinStats): Migrate strings to i8n

* Feat(CoinStats): Fix error handling in wallet link modal

* Feat(CoinStats): Implement hourly provider sync job

* Feat(CoinStats): Generate docstrings

* Fix(CoinStats): Validate API Key on provider update

* Fix(Providers): Safely handle race condition in merchance creation

* Fix(CoinStats): Don't catch system signals in account processor

* Fix(CoinStats): Preload before iterating accounts

* Fix(CoinStats): Add no opener / referrer to API dashboard link

* Fix(CoinStats): Use strict matching for symbols

* Fix(CoinStats): Remove dead code in transactions importer

* Fix(CoinStats): Avoid transaction fallback ID collisions

* Fix(CoinStats): Improve Blockchains fetch error handling

* Fix(CoinStats): Enforce NOT NULL constraint for API Key schema

* Fix(CoinStats): Migrate sync status strings to i8n

* Fix(CoinStats): Use class name rather than hardcoded string

* Fix(CoinStats): Use account currency rather than hardcoded USD

* Fix(CoinStats): Migrate from standalone to Provider class

* Fix(CoinStats): Fix test failures due to string changes
2026-01-07 15:59:04 +01:00
soky srm
84f1e18a79 Lunchflow UI fixes (#384)
* FIX transaction name was too long

* FIX some more nicer things

* FIX linter
2025-11-27 15:24:34 +01:00
soky srm
91a91c3834 Improvements (#379)
* Improvements

- Fix button visibility in reports on light theme
- Unify logic for provider syncs
- Add default option is to skip accounts linking ( no op default )

* Stability fixes and UX improvements

* FIX add unlinking when deleting lunch flow connection as well

* Wrap updates in transaction

* Some more improvements

* FIX proper provider setup check

* Make provider section collapsible

* Fix balance calculation

* Restore focus ring

* Use browser default focus

* Fix lunch flow balance for credit cards
2025-11-25 20:21:29 +01:00
soky srm
be0b20dfd9 Lunchflow settings family (#363)
* Move provider config to family

* remove global settings

* Remove turbo auto  submit

* Fix flash location

* Fix mssing syncer for lunchflow

* Update schema.rb

* FIX tests and encryption config

* FIX make rabbit happy

* FIX run migration in SQL

* FIX turbo frame modal

* Branding fixes

* FIX rabbit

* OCD with product names

* More OCD

* No other console.log|warn in codebase

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-22 02:14:29 +01:00
ErNobyl
54656c943a added german translation (de) (#208)
* added german translation

consistently added all translation yml files for german language

* Correct quotation and syntax errors in new de locale files

Corrected misplaced or missing quotation marks in YAML

* Updated German translations

Added missing files, fixed for customizable branding

* corrected yml formatting

added missing "" when : where used in the string

* Interpolation errors

* More interpolation issues

* Last round of interpolation errors?

* Add German to supported locales

* Still a few more interpolations

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-14 13:38:16 +01:00
soky srm
fad241c416 Fixes & Improvements (#316)
* Some improvements

- Fix issue with lunch flow accounts that were imported
- Remove the period comparison section from reports

* Add cleanup migration

* FIX for dynamic config

* Fix linter

* FIX settings setter

Reuse the base class’ atomic setter to leverage its locking and cache invalidation.

* Make upsert atomic

* Remove migration file

Signed-off-by: soky srm <sokysrm@gmail.com>

* Delete db/migrate/20251111094448_migrate_dynamic_fields_to_individual_entries.rb

Signed-off-by: soky srm <sokysrm@gmail.com>

* Fix cache reset

* Revert "Remove migration file"

This reverts commit 1f2a21ef58.

* Revert "Delete db/migrate/20251111094448_migrate_dynamic_fields_to_individual_entries.rb"

This reverts commit 29dcaaafb2.

* Fix Plaid initialiser

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Signed-off-by: soky srm <sokysrm@gmail.com>
2025-11-11 19:51:07 +01:00
soky srm
c6771ebaab Lunchflow fix (#307)
* Fix lunch flow pre-loading and UX

* Small UX fixes

- Proper closing of modal on cancel
- Preload on new account already

* Review comments

* Fix json error

* Delete .claude/settings.local.json

Signed-off-by: soky srm <sokysrm@gmail.com>

* Lunch Flow brand (again :-)

* FIX process only linked accounts

* FIX disable accounts with no name

* Fix string normalization

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-10 21:32:55 +01:00
soky srm
106fcd06e4 Lunch flow improvements (#268)
- Add support to link existing account with lunch-flow
The account will be promoted to a lunch flow connection now
( TBD if we want to allow un-linking? )
- Add support for proper de-dup at provider import level. This will handle de-dups for Lunch Flow, Plaid and SimpleFIN
- Fix plaid account removal on invalid credentials
2025-10-31 13:29:44 +01:00
soky srm
5eadfaad98 Lunchflow integration (#259)
* First pass lunch flow

* Fixes

- Fix apikey not being saved properly due to provider no reload support
- Fix proper messages if we try to link existing accounts.

* Fix better error handling

* Filter existing transactions and skip duplicates

* FIX messaging

* Branding :)

* Fix XSS and linter

* FIX provider concern

- also fix code duplication

* FIX md5 digest

* Updated determine_sync_start_date to be account-aware

* Review fixes

* Broaden error catch to not crash UI

* Fix buttons styling

* FIX process account error handling

* FIX account cap and url parsing

* Lunch Flow brand

* Found orphan i18n strings

* Remove per conversation with @sokie

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-10-30 14:07:16 +01:00