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

..

active_storage

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

files

Escape quotations in CSV imports properly (#1929)

2025-02-28 12:21:07 -05:00

import

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

rule

Transaction rules engine V1 (#1900)

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

security

First pass at security price reference (#1388)

2024-10-29 15:37:59 -04:00

accounts.yml

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

addresses.yml

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

balances.yml

Account:: namespace simplifications and cleanup (#2110)

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

budgets.yml

Budgeting V1 (#1609)

2025-01-16 14:36:37 -05:00

categories.yml

Nested Categories (#1561)

2024-12-20 11:37:26 -05:00

chats.yml

Personal finance AI (v1) (#2022)

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

credit_cards.yml

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

cryptos.yml

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

depositories.yml

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

entries.yml

Account:: namespace simplifications and cleanup (#2110)

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

exchange_rates.yml

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

families.yml

Propagate child sync errors up to parent, fix sync status (#2232)

2025-05-09 14:56:49 -04:00

holdings.yml

Account:: namespace simplifications and cleanup (#2110)

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

impersonation_session_logs.yml

Impersonation (#1325)

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

impersonation_sessions.yml

Impersonation (#1325)

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

imports.yml

Add exchange and currency fields to trade imports (#1822)

2025-02-24 10:00:24 -05:00

investments.yml

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

invitations.yml

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

loans.yml

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

merchants.yml

Transaction rules engine V1 (#1900)

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

messages.yml

Personal finance AI (v1) (#2022)

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

other_assets.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

other_liabilities.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

plaid_accounts.yml

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

plaid_items.yml

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

properties.yml

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

rules.yml

Transaction rules engine V1 (#1900)

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

securities.yml

Enhance security information retrieval and handling (#1826)

2025-02-11 10:40:30 -06:00

sessions.yml

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

stock_exchanges.yml

Initial pass at Synth-based ticker selection (#1392)

2024-10-30 09:23:44 -04:00

subscriptions.yml

Subscription tests and domain (#2209)

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

syncs.yml

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

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

taggings.yml

Account:: namespace simplifications and cleanup (#2110)

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

tags.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

tool_calls.yml

Personal finance AI (v1) (#2022)

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

trades.yml

Account:: namespace simplifications and cleanup (#2110)

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

transactions.yml

Account:: namespace simplifications and cleanup (#2110)

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

transfers.yml

Transfer and Payment auto-matching, model and UI improvements (#1585)

2025-01-07 09:41:24 -05:00

users.yml

Subscription tests and domain (#2209)

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

valuations.yml

Account:: namespace simplifications and cleanup (#2110)

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

vehicles.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00