Commit Graph

10 Commits

Author SHA1 Message Date
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
7bd1058b6e Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
* Add tax-advantaged account exclusions and investment data warnings

* Address PR review feedback: translations + cache key stability

- Add proper translations for provider warnings in 8 locales (de, es, nb, pt-BR, ro, tr, zh-CN, zh-TW)
- Fix cache key stability: use SHA256.hexdigest instead of Array#hash (randomized per process)

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-22 22:23:09 +01:00
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.

---------

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
soky srm
ca4fb7995c Implement holdings for lunch flow (#590)
* Implement holdings for lunch flow

* Implement holdings function call
2026-01-09 13:14:14 +01:00
soky srm
ba266986d4 FIX pull fresh accounts from API (#385)
* FIX pull fresh accounts from API

* FIX in memory accouts
2025-11-28 20:42:57 +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

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-22 02:14:29 +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
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