Zach Gollwitzer
9110ab27d2
Centralize entry naming ( #2454 )
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* Centralize entry naming
* Lint fixes, code style
2025-07-10 18:40:38 -04:00
Zach Gollwitzer
e26e5c5aec
Auto sync preference, max limit on account CSV imports ( #2259 )
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* Auto sync preference, max limit on account CSV imports
* MaxRowCountExceededError
2025-05-18 15:02:51 -04:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup ( #2110 )
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* Flatten Holding model
* Flatten balance model
* Entries domain renames
* Fix valuations reference
* Fix trades stream
* Fix brakeman warnings
* Fix tests
* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Zach Gollwitzer
6baffe7539
Beta Testing Round 3 Bug Fixes ( #1357 )
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* Clean up env example files
* Fix duplicate category creations
* Fix duplicate tag and merchant creation
* Add initial valuation to imported accounts
* Add upgrade modal prompt
* Don't hide content on billing page
* Add temporary session for new customers
* Lint fixes
* Fix unused translations
* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) ( #1209 )
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* Remove stale 1.0 import logic and model
* Fresh start
* Checkpoint before removing nav
* First working prototype
* Add trade, account, and mint import flows
* Basic working version with tests
* System tests for each import type
* Clean up mappings flow
* Clean up PR, refactor stale code, tests
* Add back row validations
* Row validations
* Fix import job test
* Fix import navigation
* Fix mint import configuration form
* Currency preset for new accounts
2024-10-01 10:47:59 -04:00