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

balance

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

2025-05-15 10:19:56 -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

provider

Subscription tests and domain (#2209)

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

rule

Add rule option to change transaction name (#2175)

2025-05-06 12:11:56 -04:00

security

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

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

account_test.rb

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

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

address_test.rb

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

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

assistant_message_test.rb

Personal finance AI (v1) (#2022)

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

assistant_test.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_test.rb

New Design System + Codebase Refresh (#1823)

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

category_test.rb

Ensure Consistent Category Colors (#1722)

2025-01-30 16:49:31 -05:00

chat_test.rb

Personal finance AI (v1) (#2022)

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

current_test.rb

Use DB for auth sessions (#1233)

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

developer_message_test.rb

Personal finance AI (v1) (#2022)

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

exchange_rate_test.rb

Personal finance AI (v1) (#2022)

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

family_test.rb

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

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

holding_test.rb

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

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

impersonation_session_test.rb

Impersonation (#1325)

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

income_statement_test.rb

Account:: namespace simplifications and cleanup (#2110)

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

invite_code_test.rb

…

loan_test.rb

Add loan and credit card views (#1268)

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

market_data_syncer_test.rb

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

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

period_test.rb

Fix time period key conflicts (#1944)

2025-03-03 12:47:20 -05:00

plaid_investment_sync_test.rb

Account:: namespace simplifications and cleanup (#2110)

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

plaid_item_test.rb

Initial pass at Plaid EU (#1555)

2025-01-31 12:13:58 -06:00

provider_test.rb

Use faraday retry, move retry logic to concrete provider level (#2042)

2025-04-01 08:41:49 -04:00

rule_test.rb

Transaction rules engine V1 (#1900)

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

security_test.rb

Handle case sensitive values when creating securities

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

subscription_test.rb

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

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

sync_test.rb

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

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

tag_test.rb

…

trade_import_test.rb

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

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

transaction_import_test.rb

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

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

transfer_test.rb

Update error messages in Transfer model tests for clarity and conciseness

2025-04-30 14:45:39 -05:00

trend_test.rb

New Design System + Codebase Refresh (#1823)

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

user_message_test.rb

Personal finance AI (v1) (#2022)

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

user_test.rb

Multi-factor authentication (#1817)

2025-02-06 14:16:53 -06:00