Commit Graph

8 Commits

Author SHA1 Message Date
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
e8f935bc6f Remove plaid initialiser (#317)
* Remove plaid initialiser

The initializer can be safely removed because:
  - Config is lazily loaded via Provider::Registry
  - reload_configuration is called after settings updates
  - All calling code handles nil configs gracefully
  - Initial nil state is fine - config loads on first use

* Fix for missing config

* Actually don't pollute application.rb

* Add currency loading for balances

* Fix race condition on lazy load

* Allow loans to be imported in lunch flow also

* Fix currency processor
2025-11-12 16:01:19 +01:00
Juan José Mata
5706280dd7 More rebranding changes (#159)
* Replace Maybe for Sure in select code areas

* Make sure passwords are consistent

* Remove (admin|member) from demo data first name

* Database and schema names finally to `sure`

* Fix broken test

* Another (benchmarking) database name to `sure_*`

* More rebranding to Sure

* Missed this Maybe mention in the same page

* Random nitpicks and more Maybes

* Demo data accounts and more Maybes

* Test data account updates

* Impersonation test accounts

* Consistency with `compose.example.yml`
2025-09-24 00:19:51 +02:00
Zach Gollwitzer
da2045dbd8 Additional cache columns on balances for activity view breakdowns (#2505)
* Initial schema iteration

* Add new balance components

* Add existing data migrator to backfill components

* Update calculator test assertions for new balance components

* Update flow assertions for forward calculator

* Update reverse calculator flows assumptions

* Forward calculator tests passing

* Get all calculator tests passing

* Assert flows factor
2025-07-23 10:06:25 -04:00
Zach Gollwitzer
c1d98fe73b Start and end balance anchors for historical account balances (#2455)
* Add kind field to valuation

* Fix schema conflict

* Add kind to valuation

* Scaffold opening balance manager

* Opening balance manager implementation

* Update account import to use opening balance manager + tests

* Update account to use opening balance manager

* Fix test assertions, usage of current balance manager

* Lint fixes

* Add Opening Balance manager, add tests to forward calculator

* Add credit card to "all cash" designation

* Simplify valuation model

* Add current balance manager with tests

* Add current balance logic to reverse calculator and plaid sync

* Tweaks to initial calc logic

* Ledger testing helper, tweak assertions for reverse calculator

* Update test assertions

* Extract balance transformer, simplify calculators

* Algo simplifications

* Final tweaks to calculators

* Cleanup

* Fix error, propagate sync errors up to parent

* Update migration script, valuation naming
2025-07-15 11:42:41 -04:00
Zach Gollwitzer
fcdc42760d Tweak dup securities data migration 2025-05-22 16:02:34 -04:00
Zach Gollwitzer
fe24117c50 Stronger security unique index and data migration
Note to self hosters:

If you started self hosting prior to this commit, you may have duplicate securities in your database.

This is usually not a problem, but if you'd like to clean things up, you can run the data migration
by opening a terminal on the machine you're hosting with and running:

```sh
rake data_migration:migrate_duplicate_securities
```
2025-05-22 15:15:07 -04:00
Zach Gollwitzer
0dc25cda22 Plaid EU webhooks migration task (#1825)
* Add data migration for EU Plaid webhooks

* Fix task
2025-02-07 11:09:38 -05:00