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Maybe/app/models
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
..
account perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
assistant perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
balance Implement error handling and logging for sparkline and series methods 2025-05-26 20:05:16 -05:00
balance_sheet Balance sheet cache layer, non-blocking sync UI (#2356) 2025-06-10 18:20:06 -04:00
chat Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
concerns Balance sheet cache layer, non-blocking sync UI (#2356) 2025-06-10 18:20:06 -04:00
demo perf(income statement): cache income statement queries (#2371) 2025-06-15 10:09:46 -04:00
exchange_rate Fix provider guards for start price 2025-05-19 15:19:41 -04:00
family perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
holding Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255) 2025-05-17 16:37:16 -04:00
import Feature: Add "amount type" configuration column for CSV imports (#1947) 2025-04-18 10:48:10 -04:00
income_statement perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
plaid_account Pass transactions cursor when fetching plaid transactions 2025-05-24 17:41:14 -04:00
plaid_entry Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
plaid_item Lazy load Plaid link tokens, fix link issues on broadcast (#2302) 2025-05-25 08:12:54 -04:00
provider Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests. 2025-06-01 06:37:46 -05:00
rule Encapsulate enrichment actions, add tests 2025-05-20 11:33:35 -04:00
security Security resolver and health checker (#2281) 2025-05-22 12:43:24 -04:00
tool_call improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 2025-04-01 07:21:54 -04:00
trade perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
transaction perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
transfer perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
account.rb Balance sheet cache layer, non-blocking sync UI (#2356) 2025-06-10 18:20:06 -04:00
account_import.rb Auto sync preference, max limit on account CSV imports (#2259) 2025-05-18 15:02:51 -04:00
address.rb Fix: No comma when locality is empty (small fix) (#2111) 2025-04-16 20:26:45 -05:00
api_key.rb Add secure OAuth2-based mobile authentication 2025-06-18 08:20:22 -05:00
application_record.rb Initial commit 2024-02-02 09:05:04 -06:00
assistant.rb improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 2025-04-01 07:21:54 -04:00
assistant_message.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.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
balance_sheet.rb Balance sheet cache layer, non-blocking sync UI (#2356) 2025-06-10 18:20:06 -04:00
budget.rb feature(dark mode): misc design fixes (#2215) 2025-05-07 09:26:06 -04:00
budget_category.rb feature(dark mode): misc design fixes (#2215) 2025-05-07 09:26:06 -04:00
category.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
chat.rb improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 2025-04-01 07:21:54 -04:00
credit_card.rb Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
crypto.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
current.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
data_enrichment.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
depository.rb Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
developer_message.rb improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 2025-04-01 07:21:54 -04:00
entry.rb Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
entry_search.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
entryable.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
exchange_rate.rb Data provider simplification, tests, and documentation (#1997) 2025-03-17 11:54:53 -04:00
family.rb perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
family_merchant.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
holding.rb holding: Add multi-currency support for average costs calculations. (#2153) 2025-05-06 12:12:44 -04:00
impersonation_session.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
impersonation_session_log.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
import.rb Auto sync preference, max limit on account CSV imports (#2259) 2025-05-18 15:02:51 -04:00
income_statement.rb perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
investment.rb Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
invitation.rb Fix duplicate invites (#1437) 2024-11-08 09:58:35 -06:00
invite_code.rb Rubocop updates (#1118) 2024-08-23 10:06:24 -04:00
loan.rb Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
market_data_importer.rb Security resolver and health checker (#2281) 2025-05-22 12:43:24 -04:00
measurement.rb Vehicle view (#1117) 2024-08-23 09:33:42 -04:00
merchant.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
message.rb improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 2025-04-01 07:21:54 -04:00
mint_import.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
mobile_device.rb Fix linting issues and update API key test for source validation 2025-06-18 08:28:32 -05:00
other_asset.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
other_liability.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
period.rb Fix chart timezone bug (#2224) 2025-05-07 22:19:09 -04:00
plaid_account.rb Plaid sync domain improvements (#2267) 2025-05-23 18:58:22 -04:00
plaid_item.rb Balance sheet cache layer, non-blocking sync UI (#2356) 2025-06-10 18:20:06 -04:00
property.rb Add nice formatting for subtypes on account list (#2138) 2025-04-22 14:10:50 -04:00
provider.rb Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
provider_merchant.rb Transaction rules engine V1 (#1900) 2025-04-18 11:39:58 -04:00
rejected_transfer.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
rule.rb Improve rules - add name, allow sorting, improve UI (#2177) 2025-05-13 15:53:13 -04:00
security.rb Security resolver and health checker (#2281) 2025-05-22 12:43:24 -04:00
series.rb Remove trend initialization from Series model to streamline value calculations. 2025-05-26 18:59:07 -05:00
session.rb Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
setting.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
subscription.rb Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
sync.rb Balance sheet cache layer, non-blocking sync UI (#2356) 2025-06-10 18:20:06 -04:00
tag.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
tagging.rb Create tagging system (#792) 2024-05-23 08:09:33 -04:00
tool_call.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
trade.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
trade_import.rb Security resolver and health checker (#2281) 2025-05-22 12:43:24 -04:00
transaction.rb perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
transaction_import.rb Feature: Add "amount type" configuration column for CSV imports (#1947) 2025-04-18 10:48:10 -04:00
transfer.rb perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 2025-06-20 13:31:58 -04:00
trend.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
user.rb Add secure OAuth2-based mobile authentication 2025-06-18 08:20:22 -05:00
user_message.rb improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039) 2025-04-01 07:21:54 -04:00
valuation.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
vehicle.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00