Zach Gollwitzer e8eb32d2ae Start and end balance breakdown in activity view (#2466) ... * Initial data objects * Remove trend calculator * Fill in balance reconciliation for entry group * Initial tooltip component * Balance trends in activity view * Lint fixes * trade partial alignment fix * Tweaks to balance calculation to acknowledge holdings value better * More lint fixes * Bump brakeman dep * Test fixes * Remove unused class		2025-07-18 17:56:25 -04:00
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account	Start and end balance breakdown in activity view (#2466)	2025-07-18 17:56:25 -04:00
balance	Start and end balance anchors for historical account balances (#2455)	2025-07-15 11:42:41 -04:00
concerns	Encapsulate enrichment actions, add tests	2025-05-20 11:33:35 -04:00
exchange_rate	Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)	2025-05-17 16:37:16 -04:00
family	Multi-step account forms + clearer balance editing (#2427)	2025-07-03 09:33:07 -04:00
holding	Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)	2025-06-26 16:57:17 -04:00
plaid_account	Start and end balance anchors for historical account balances (#2455)	2025-07-15 11:42:41 -04:00
plaid_entry	Plaid sync domain improvements (#2267)	2025-05-23 18:58:22 -04:00
plaid_item	Increase specificity of filter when fetching Plaid liabilities	2025-05-24 19:16:55 -04:00
provider	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
rule	Fix attribute locking namespace conflict, duplicate syncs	2025-05-19 16:39:31 -04:00
security	Security resolver and health checker (#2281)	2025-05-22 12:43:24 -04:00
transaction	Separate exclude and one-time transaction handling (#2400)	2025-06-20 17:10:36 -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
valuation	Start and end balance anchors for historical account balances (#2455)	2025-07-15 11:42:41 -04:00
account_import_test.rb	Start and end balance anchors for historical account balances (#2455)	2025-07-15 11:42:41 -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
api_key_test.rb	Fix linting issues and update API key test for source validation	2025-06-18 08:28:32 -05:00
assistant_message_test.rb	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
assistant_test.rb	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
balance_sheet_test.rb	Multi-step account forms + clearer balance editing (#2427)	2025-07-03 09:33:07 -04:00
category_test.rb	Ensure Consistent Category Colors (#1722)	2025-01-30 16:49:31 -05:00
chat_test.rb	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
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	Market data sync refinements (#2252)	2025-05-16 14:17:56 -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	Separate exclude and one-time transaction handling (#2400)	2025-06-20 17:10:36 -04:00
invite_code_test.rb	Use consistent language for invite codes	2024-02-02 19:37:10 -06:00
loan_test.rb	Add loan and credit card views (#1268)	2024-10-08 17:16:37 -04:00
market_data_importer_test.rb	Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)	2025-05-17 16:37:16 -04:00
mobile_device_test.rb	Add secure OAuth2-based mobile authentication	2025-06-18 08:20:22 -05:00
period_test.rb	Fix time period key conflicts (#1944)	2025-03-03 12:47:20 -05:00
plaid_item_test.rb	Require upstream item removal to delete plaid item	2025-05-24 19:23:36 -04:00
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	Handle duplicate sync jobs	2025-05-24 17:58:17 -04:00
tag_test.rb	Account::Sync model and test fixture simplifications (#968)	2024-07-10 11:22:59 -04:00
trade_import_test.rb	Security resolver and health checker (#2281)	2025-05-22 12:43:24 -04:00
trade_test.rb	Centralize entry naming (#2454)	2025-07-10 18:40:38 -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	perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)	2025-06-20 13:31:58 -04:00
trend_test.rb	New Design System + Codebase Refresh (#1823)	2025-02-21 11:57:59 -05:00
user_message_test.rb	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
user_test.rb	Multi-factor authentication (#1817)	2025-02-06 14:16:53 -06:00