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account
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Implement error handling and logging for sparkline and series methods
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2025-05-26 20:05:16 -05:00 |
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assistant
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feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)
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2025-05-27 05:04:58 -05:00 |
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balance
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Implement error handling and logging for sparkline and series methods
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2025-05-26 20:05:16 -05:00 |
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chat
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Personal finance AI (v1) (#2022)
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2025-03-28 13:08:22 -04:00 |
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concerns
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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demo
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Subscription tests and domain (#2209)
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2025-05-06 14:05:21 -04:00 |
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exchange_rate
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Fix provider guards for start price
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2025-05-19 15:19:41 -04:00 |
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family
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Lazy load Plaid link tokens, fix link issues on broadcast (#2302)
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2025-05-25 08:12:54 -04:00 |
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holding
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Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
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2025-05-17 16:37:16 -04:00 |
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import
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Feature: Add "amount type" configuration column for CSV imports (#1947)
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2025-04-18 10:48:10 -04:00 |
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income_statement
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
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plaid_account
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Pass transactions cursor when fetching plaid transactions
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2025-05-24 17:41:14 -04:00 |
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plaid_entry
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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plaid_item
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Lazy load Plaid link tokens, fix link issues on broadcast (#2302)
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2025-05-25 08:12:54 -04:00 |
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provider
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Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.
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2025-06-01 06:37:46 -05:00 |
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rule
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Encapsulate enrichment actions, add tests
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2025-05-20 11:33:35 -04:00 |
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security
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Security resolver and health checker (#2281)
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2025-05-22 12:43:24 -04:00 |
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tool_call
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improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
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2025-04-01 07:21:54 -04:00 |
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transaction
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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account.rb
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Handle stale syncs (#2257)
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2025-05-17 18:28:21 -04:00 |
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account_import.rb
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Auto sync preference, max limit on account CSV imports (#2259)
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2025-05-18 15:02:51 -04:00 |
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address.rb
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Fix: No comma when locality is empty (small fix) (#2111)
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2025-04-16 20:26:45 -05:00 |
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application_record.rb
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Initial commit
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2024-02-02 09:05:04 -06:00 |
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assistant.rb
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improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
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2025-04-01 07:21:54 -04:00 |
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assistant_message.rb
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improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
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2025-04-01 07:21:54 -04:00 |
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balance.rb
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
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balance_sheet.rb
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Improve chart performance and gapfilling (#2306)
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2025-05-25 20:40:18 -04:00 |
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budget.rb
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feature(dark mode): misc design fixes (#2215)
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2025-05-07 09:26:06 -04:00 |
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budget_category.rb
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feature(dark mode): misc design fixes (#2215)
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2025-05-07 09:26:06 -04:00 |
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category.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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chat.rb
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improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
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2025-04-01 07:21:54 -04:00 |
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credit_card.rb
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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crypto.rb
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New Design System + Codebase Refresh (#1823)
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2025-02-21 11:57:59 -05:00 |
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current.rb
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Impersonation (#1325)
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2024-10-18 11:26:58 -05:00 |
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data_enrichment.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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depository.rb
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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developer_message.rb
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improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
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2025-04-01 07:21:54 -04:00 |
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entry.rb
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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entry_search.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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entryable.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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exchange_rate.rb
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Data provider simplification, tests, and documentation (#1997)
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2025-03-17 11:54:53 -04:00 |
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family.rb
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Refactor syncing? method in Family model to optimize query performance. Moved visible scope to the beginning and adjusted joins and where conditions to leverage composite indexing for improved efficiency.
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2025-06-01 06:30:38 -05:00 |
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family_merchant.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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holding.rb
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holding: Add multi-currency support for average costs calculations. (#2153)
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2025-05-06 12:12:44 -04:00 |
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impersonation_session.rb
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Impersonation (#1325)
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2024-10-18 11:26:58 -05:00 |
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impersonation_session_log.rb
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Impersonation (#1325)
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2024-10-18 11:26:58 -05:00 |
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import.rb
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Auto sync preference, max limit on account CSV imports (#2259)
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2025-05-18 15:02:51 -04:00 |
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income_statement.rb
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Fix incorrect totals calculation when family has loan payments (#1984)
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2025-03-11 12:37:57 -04:00 |
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investment.rb
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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invitation.rb
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Fix duplicate invites (#1437)
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2024-11-08 09:58:35 -06:00 |
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invite_code.rb
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Rubocop updates (#1118)
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2024-08-23 10:06:24 -04:00 |
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loan.rb
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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market_data_importer.rb
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Security resolver and health checker (#2281)
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2025-05-22 12:43:24 -04:00 |
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measurement.rb
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Vehicle view (#1117)
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2024-08-23 09:33:42 -04:00 |
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merchant.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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message.rb
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improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
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2025-04-01 07:21:54 -04:00 |
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mint_import.rb
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
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other_asset.rb
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New Design System + Codebase Refresh (#1823)
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2025-02-21 11:57:59 -05:00 |
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other_liability.rb
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New Design System + Codebase Refresh (#1823)
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2025-02-21 11:57:59 -05:00 |
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period.rb
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Fix chart timezone bug (#2224)
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2025-05-07 22:19:09 -04:00 |
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plaid_account.rb
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Plaid sync domain improvements (#2267)
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2025-05-23 18:58:22 -04:00 |
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plaid_item.rb
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Handle ITEM_NOT_FOUND errors on Plaid deletions
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2025-05-25 11:52:29 -04:00 |
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property.rb
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Add nice formatting for subtypes on account list (#2138)
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2025-04-22 14:10:50 -04:00 |
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provider.rb
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Improve account sync performance, handle concurrent market data syncing (#2236)
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2025-05-15 10:19:56 -04:00 |
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provider_merchant.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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rejected_transfer.rb
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
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rule.rb
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Improve rules - add name, allow sorting, improve UI (#2177)
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2025-05-13 15:53:13 -04:00 |
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security.rb
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Security resolver and health checker (#2281)
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2025-05-22 12:43:24 -04:00 |
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series.rb
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Remove trend initialization from Series model to streamline value calculations.
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2025-05-26 18:59:07 -05:00 |
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session.rb
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Improve account sync performance, handle concurrent market data syncing (#2236)
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2025-05-15 10:19:56 -04:00 |
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setting.rb
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Personal finance AI (v1) (#2022)
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2025-03-28 13:08:22 -04:00 |
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subscription.rb
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Improve account sync performance, handle concurrent market data syncing (#2236)
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2025-05-15 10:19:56 -04:00 |
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sync.rb
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Handle duplicate sync jobs
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2025-05-24 17:58:17 -04:00 |
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tag.rb
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
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tagging.rb
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Create tagging system (#792)
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2024-05-23 08:09:33 -04:00 |
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tool_call.rb
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Personal finance AI (v1) (#2022)
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2025-03-28 13:08:22 -04:00 |
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trade.rb
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
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trade_builder.rb
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Security resolver and health checker (#2281)
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2025-05-22 12:43:24 -04:00 |
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trade_import.rb
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Security resolver and health checker (#2281)
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2025-05-22 12:43:24 -04:00 |
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transaction.rb
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Transaction rules engine V1 (#1900)
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2025-04-18 11:39:58 -04:00 |
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transaction_import.rb
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Feature: Add "amount type" configuration column for CSV imports (#1947)
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2025-04-18 10:48:10 -04:00 |
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transfer.rb
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Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation
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2025-04-30 14:20:09 -05:00 |
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trend.rb
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New Design System + Codebase Refresh (#1823)
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2025-02-21 11:57:59 -05:00 |
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user.rb
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Subscription tests and domain (#2209)
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2025-05-06 14:05:21 -04:00 |
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user_message.rb
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improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
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2025-04-01 07:21:54 -04:00 |
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valuation.rb
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
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vehicle.rb
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Account:: namespace simplifications and cleanup (#2110)
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2025-04-14 11:40:34 -04:00 |
