Josh Waldrep 195dd18a52 Add tests and refactor for Simplefin holdings import and processing ...

- Introduced tests for importer post-import logic and `SimplefinHoldingsApplyJob`.
- Refactored `ProviderImportAdapter` to improve holding resolution strategy.
- Added handling of investment and crypto holdings in importer with debounce logic for job enqueuing.
- Updated rake task to use `SimplefinHoldingsApplyJob` for holding materialization.

2025-11-22 14:41:21 -05:00

..

account

Add tests and refactor for Simplefin holdings import and processing

2025-11-22 14:41:21 -05:00

assistant

Providers factory (#250)

2025-10-28 19:32:27 +01:00

balance

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

balance_sheet

Localization for an accountable group and sidebar (#257)

2025-11-01 10:15:33 +01:00

chat

…

concerns

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

demo

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

exchange_rate

Add support for provider selection (#346)

2025-11-17 18:13:20 +01:00

family

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

holding

Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)

2025-06-26 16:57:17 -04:00

import

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

income_statement

Separate exclude and one-time transaction handling (#2400)

2025-06-20 17:10:36 -04:00

lunchflow_account

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

lunchflow_entry

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

lunchflow_item

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

plaid_account

Providers factory (#250)

2025-10-28 19:32:27 +01:00

plaid_entry

Providers factory (#250)

2025-10-28 19:32:27 +01:00

plaid_item

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

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

provider

Track failed LLM API calls in llm_usages table (#360)

2025-11-22 02:15:20 +01:00

recurring_transaction

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

rule

Rules: Alphabetize <select>s in new rule form (#280)

2025-11-04 23:15:35 +01:00

security

Add support for provider selection (#346)

2025-11-17 18:13:20 +01:00

simplefin_account

Add tests and refactor for Simplefin holdings import and processing

2025-11-22 14:41:21 -05:00

simplefin_entry

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

simplefin_item

Add tests and refactor for Simplefin holdings import and processing

2025-11-22 14:41:21 -05:00

tool_call

Implement support for generic OpenAI api (#213)

2025-10-22 16:02:50 +02:00

trade

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

transaction

Fix rounding issue (#226)

2025-10-24 20:41:33 +02:00

transfer

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

valuation

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_import.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_order.rb

Add customizable menu order for user accounts (#44)

2025-08-11 22:58:44 +02:00

account_provider.rb

Providers factory (#250)

2025-10-28 19:32:27 +01:00

account.rb

Keep disabled accounts visible for toggling (#361)

2025-11-21 20:02:25 +01:00

address.rb

…

api_key.rb

Add secure OAuth2-based mobile authentication

2025-06-18 08:20:22 -05:00

application_record.rb

…

assistant_message.rb

…

assistant.rb

Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)

2025-10-24 12:04:19 +02:00

balance_sheet.rb

Add customizable menu order for user accounts (#44)

2025-08-11 22:58:44 +02:00

balance.rb

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

budget_category.rb

budget_category: Drop override of subcategory? (#310)

2025-11-10 14:35:18 +01:00

budget.rb

Fix budget navigation to allow selecting previous months

2025-07-23 18:26:04 -04:00

category_import.rb

Support category .csv import (#326)

2025-11-15 19:00:52 +01:00

category.rb

Category improvements (#232)

2025-10-24 19:39:42 +02:00

chat.rb

Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)

2025-10-24 12:04:19 +02:00

credit_card.rb

Plaid sync domain improvements (#2267)

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

crypto.rb

…

current.rb

…

data_enrichment.rb

Lunchflow integration (#259)

2025-10-30 14:07:16 +01:00

depository.rb

Plaid sync domain improvements (#2267)

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

developer_message.rb

…

entry_search.rb

…

entry.rb

Providers factory (#250)

2025-10-28 19:32:27 +01:00

entryable.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

exchange_rate.rb

…

family_export.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

family_merchant.rb

…

family.rb

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

holding.rb

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

impersonation_session_log.rb

…

impersonation_session.rb

…

import.rb

Support category .csv import (#326)

2025-11-15 19:00:52 +01:00

income_statement.rb

Lunchflow integration (#259)

2025-10-30 14:07:16 +01:00

investment.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -04:00

invitation.rb

…

invite_code.rb

…

llm_usage.rb

Track failed LLM API calls in llm_usages table (#360)

2025-11-22 02:15:20 +01:00

loan.rb

Plaid sync domain improvements (#2267)

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

lunchflow_account.rb

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

lunchflow_item.rb

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

market_data_importer.rb

Fetch reciprocal exchange rates when syncing market data (#358)

2025-11-20 19:50:22 +01:00

measurement.rb

…

merchant.rb

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

message.rb

…

mint_import.rb

…

mobile_device.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

oidc_identity.rb

Eliminate code duplication in OIDC identity creation (#230)

2025-10-25 22:23:28 +02:00

other_asset.rb

…

other_liability.rb

…

period.rb

Add 'all_time' period option to Period model (#279)

2025-11-10 23:07:07 +01:00

plaid_account.rb

Providers factory (#250)

2025-10-28 19:32:27 +01:00

plaid_item.rb

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

property.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

provider_merchant.rb

Lunchflow integration (#259)

2025-10-30 14:07:16 +01:00

provider.rb

…

recurring_transaction.rb

Add support for manual recurring transaction creation (#311)

2025-11-14 00:31:12 +01:00

rejected_transfer.rb

…

rule.rb

…

security.rb

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

series.rb

- Handle blank series in trend method to avoid nil errors (#357)

2025-11-20 08:31:03 +01:00

session.rb

…

setting.rb

Add support for provider selection (#346)

2025-11-17 18:13:20 +01:00

simplefin_account.rb

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

simplefin_item.rb

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

subscription.rb

…

sync.rb

Fix SimpleFin investment holdings and comprehensive integration improvements (#104)

2025-10-22 19:51:24 +02:00

tag.rb

…

tagging.rb

…

tool_call.rb

…

trade_import.rb

Security resolver and health checker (#2281)

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

trade.rb

Centralize entry naming (#2454)

2025-07-10 18:40:38 -04:00

transaction_import.rb

Add transaction dedup support for CSV imports (#304)

2025-11-10 12:09:22 +01:00

transaction.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

transfer.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

trend.rb

…

user_message.rb

…

user.rb

Confirmation Emails: Add way to resend (#287)

2025-11-04 23:11:26 +01:00

valuation.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

vehicle.rb

…