Zach Gollwitzer 10dd9e061a Improve account sync performance, handle concurrent market data syncing (#2236) ...

* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay

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

..

account

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

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

assistant

Subscription tests and domain (#2209)

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

balance

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

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

chat

Personal finance AI (v1) (#2022)

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

concerns

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

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

demo

Subscription tests and domain (#2209)

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

exchange_rate

Personal finance AI (v1) (#2022)

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

family

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

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

holding

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

2025-05-15 10:19:56 -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_item

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

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

provider

Subscription tests and domain (#2209)

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

rule

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

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

security

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

2025-05-15 10:19:56 -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

Account:: namespace simplifications and cleanup (#2110)

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

account.rb

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

2025-05-15 10:19:56 -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

…

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

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

2025-05-15 10:19:56 -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

New Design System + Codebase Refresh (#1823)

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

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

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

2025-04-22 14:10:50 -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

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

2025-05-15 10:19:56 -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

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

2025-05-15 10:19:56 -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

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

2025-05-15 10:19:56 -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

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

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

invitation.rb

Fix duplicate invites (#1437)

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

invite_code.rb

…

loan.rb

loan: Set the first valuation as the original principal. (#2088)

2025-04-14 09:09:25 -04:00

market_data_syncer.rb

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

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

measurement.rb

…

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

Prevent account deletions when account is linked to a Plaid Item (#2218)

2025-05-07 13:56:20 -04:00

plaid_investment_sync.rb

Handle case sensitive values when creating securities

2025-05-08 14:31:43 -04:00

plaid_item.rb

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

2025-05-15 10:19:56 -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

Handle case sensitive values when creating securities

2025-05-08 14:31:43 -04:00

series.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -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

stock_exchange.rb

Stock imports (#1363)

2024-10-24 16:36:50 -05:00

subscription.rb

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

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

sync.rb

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

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

tag.rb

Account:: namespace simplifications and cleanup (#2110)

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

tagging.rb

…

tool_call.rb

Personal finance AI (v1) (#2022)

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

trade_builder.rb

Fix trade builder logic

2025-05-13 16:17:25 -04:00

trade_import.rb

Handle case sensitive values when creating securities

2025-05-08 14:31:43 -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