Zach Gollwitzer 10ce2c8e23 Balance sheet cache layer, non-blocking sync UI (#2356) ...

* 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

..

account

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

assistant

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

balance

Implement error handling and logging for sparkline and series methods

2025-05-26 20:05:16 -05:00

balance_sheet

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

chat

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

concerns

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

demo

Subscription tests and domain (#2209)

2025-05-06 14:05:21 -04:00

exchange_rate

Fix provider guards for start price

2025-05-19 15:19:41 -04:00

family

Lazy load Plaid link tokens, fix link issues on broadcast (#2302)

2025-05-25 08:12:54 -04:00

holding

Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)

2025-05-17 16:37:16 -04:00

import

Feature: Add "amount type" configuration column for CSV imports (#1947)

2025-04-18 10:48:10 -04:00

income_statement

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

plaid_account

Pass transactions cursor when fetching plaid transactions

2025-05-24 17:41:14 -04:00

plaid_entry

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

plaid_item

Lazy load Plaid link tokens, fix link issues on broadcast (#2302)

2025-05-25 08:12:54 -04:00

provider

Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.

2025-06-01 06:37:46 -05:00

rule

Encapsulate enrichment actions, add tests

2025-05-20 11:33:35 -04:00

security

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

tool_call

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

transaction

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

account_import.rb

Auto sync preference, max limit on account CSV imports (#2259)

2025-05-18 15:02:51 -04:00

account.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

address.rb

Fix: No comma when locality is empty (small fix) (#2111)

2025-04-16 20:26:45 -05:00

application_record.rb

Initial commit

2024-02-02 09:05:04 -06:00

assistant_message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

assistant.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

balance_sheet.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

balance.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

budget_category.rb

feature(dark mode): misc design fixes (#2215)

2025-05-07 09:26:06 -04:00

budget.rb

feature(dark mode): misc design fixes (#2215)

2025-05-07 09:26:06 -04:00

category.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

chat.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

credit_card.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

crypto.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

current.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

data_enrichment.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

depository.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

developer_message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

entry_search.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

entry.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

entryable.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

exchange_rate.rb

Data provider simplification, tests, and documentation (#1997)

2025-03-17 11:54:53 -04:00

family_merchant.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

family.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

holding.rb

holding: Add multi-currency support for average costs calculations. (#2153)

2025-05-06 12:12:44 -04:00

impersonation_session_log.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

impersonation_session.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

import.rb

Auto sync preference, max limit on account CSV imports (#2259)

2025-05-18 15:02:51 -04:00

income_statement.rb

Fix incorrect totals calculation when family has loan payments (#1984)

2025-03-11 12:37:57 -04:00

investment.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

invitation.rb

Fix duplicate invites (#1437)

2024-11-08 09:58:35 -06:00

invite_code.rb

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

loan.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

market_data_importer.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

measurement.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

merchant.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

mint_import.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

other_asset.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

other_liability.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

period.rb

Fix chart timezone bug (#2224)

2025-05-07 22:19:09 -04:00

plaid_account.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

plaid_item.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

property.rb

Add nice formatting for subtypes on account list (#2138)

2025-04-22 14:10:50 -04:00

provider_merchant.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

provider.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

rejected_transfer.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

rule.rb

Improve rules - add name, allow sorting, improve UI (#2177)

2025-05-13 15:53:13 -04:00

security.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

series.rb

Remove trend initialization from Series model to streamline value calculations.

2025-05-26 18:59:07 -05:00

session.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

setting.rb

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

subscription.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

sync.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

tag.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

tagging.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

tool_call.rb

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

trade_builder.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

trade_import.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

trade.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

transaction_import.rb

Feature: Add "amount type" configuration column for CSV imports (#1947)

2025-04-18 10:48:10 -04:00

transaction.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

transfer.rb

Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation

2025-04-30 14:20:09 -05:00

trend.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

user_message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

user.rb

Subscription tests and domain (#2209)

2025-05-06 14:05:21 -04:00

valuation.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

vehicle.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00