Zach Gollwitzer 1aae00f586 perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) ... * add kind to transaction model * Basic transfer creator * Fix method naming conflict * Creator form pattern * Remove stale methods * Tweak migration * Remove BaseQuery, write entire query in each class for clarity * Query optimizations * Remove unused exchange rate query lines * Remove temporary cache-warming strategy * Fix test * Update transaction search * Decouple transactions endpoint from IncomeStatement * Clean up transactions controller * Update cursor rules * Cleanup comments, logic in search * Fix totals logic on transactions view * Fix pagination * Optimize search totals query * Default to last 30 days on transactions page if no filters * Decouple transactions list from transfer details * Revert transfer route * Migration reset * Bundle update * Fix matching logic, tests * Remove unused code		2025-06-20 13:31:58 -04:00
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accountable_sparklines	Balance sheet cache layer, non-blocking sync UI (#2356)	2025-06-10 18:20:06 -04:00
accounts	Balance sheet cache layer, non-blocking sync UI (#2356)	2025-06-10 18:20:06 -04:00
api/v1	Fix rubocop linting issues in API chat endpoints	2025-06-18 04:36:31 -05:00
assistant_messages	Light / dark assistant icon	2025-05-02 11:36:32 -04:00
budget_categories	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
budgets	UI Fixes (#2276)	2025-05-22 11:35:55 -04:00
categories	fix: mobile responsive category color picker (#2280)	2025-05-22 11:50:12 -04:00
category	perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)	2025-06-20 13:31:58 -04:00
chats	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
credit_cards	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
cryptos	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
depositories	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
developer_messages	Personal finance AI (v1) (#2022)	2025-03-28 13:08:22 -04:00
doorkeeper	Fix OAuth mobile app support with custom URL schemes	2025-06-18 05:38:23 -05:00
email_confirmation_mailer	Fix EU plaid flow (#1761)	2025-01-31 17:04:26 -05:00
entries	Standardize corners, backgrounds, and borders (#2271)	2025-05-21 10:28:56 -04:00
family_merchants	Fix merchant editing (#2349)	2025-06-09 10:50:56 -04:00
holdings	Balance sheet cache layer, non-blocking sync UI (#2356)	2025-06-10 18:20:06 -04:00
impersonation_sessions	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
import	Fix clean import dark mode styles	2025-05-02 08:15:12 -04:00
imports	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
investments	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
invitation_mailer	Account Activity View + Account Forms (#1406)	2024-11-04 20:27:31 -05:00
invitations	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
invite_codes	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
layouts	Fix OAuth mobile app support with custom URL schemes	2025-06-18 05:38:23 -05:00
loans	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
messages	feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)	2025-05-27 05:04:58 -05:00
mfa	fix(ui): mfa backup codes dark mode (#2323)	2025-06-09 10:19:09 -04:00
onboardings	Typo fix for piece to place. (#2242)	2025-05-15 07:59:00 -04:00
other_assets	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
other_liabilities	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
pages	perf(income statement): cache income statement queries (#2371)	2025-06-15 10:09:46 -04:00
password_mailer	Lint	2024-10-09 09:12:07 -05:00
password_resets	Maybe Design System Updates (#1856)	2025-02-13 11:31:07 -05:00
passwords	Use DB for auth sessions (#1233)	2024-10-03 14:42:22 -04:00
plaid_items	Redis check for self hosted apps (#2353)	2025-06-09 18:30:52 -04:00
properties	Create shared ruler and standardize across views (#2240)	2025-05-20 15:13:18 -04:00
pwa	Update PWA logo references in manifest and head partials	2025-04-18 09:47:04 -05:00
registrations	Fix dark mode welcome screen for self-hosting (#2225)	2025-05-08 08:45:28 -05:00
rule	Fix subconditions and condition group form (#2256)	2025-05-19 13:34:02 -04:00
rules	Security resolver and health checker (#2281)	2025-05-22 12:43:24 -04:00
securities	Add country_code attribute to Security model and related classes	2025-05-22 09:45:08 -05:00
sessions	Feature: Implement Mobile Responsiveness (#2092)	2025-04-18 08:23:10 -05:00
settings	Add comprehensive API v1 with OAuth and API key authentication (#2389)	2025-06-17 15:57:05 -05:00
shared	Balance sheet cache layer, non-blocking sync UI (#2356)	2025-06-10 18:20:06 -04:00
subscriptions	Update subscription upgrade view to replace settings button with account settings link for improved clarity and navigation.	2025-05-22 08:46:57 -05:00
tag/deletions	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
tags	Standardize corners, backgrounds, and borders (#2271)	2025-05-21 10:28:56 -04:00
trades	perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)	2025-06-20 13:31:58 -04:00
transactions	perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)	2025-06-20 13:31:58 -04:00
transfer_matches	Pre-launch design sync with Figma spec (#2154)	2025-04-30 18:14:22 -04:00
transfers	Create shared ruler and standardize across views (#2240)	2025-05-20 15:13:18 -04:00
user_messages	Implement dark mode (#2078)	2025-04-11 09:28:00 -05:00
users	Fix initials + profile pictures (#2186)	2025-05-01 18:43:21 -04:00
valuations	Fix dark mode text hover styles	2025-06-09 18:39:04 -04:00
vehicles	Create shared ruler and standardize across views (#2240)	2025-05-20 15:13:18 -04:00