4 Commits

Author	SHA1	Message	Date
ghost	42e7ae677a	fix(exports): align CSV roundtrip contracts (#1725) ... * fix(exports): align CSV roundtrip contracts * fix(exports): version CSV export contract * fix(exports): stabilize CSV export values * fix(imports): preserve legacy CSV roundtrip contracts * fix(imports): escape pipe characters in CSV tags --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>	2026-05-13 20:07:00 +02:00
ghost	1ec8bd90b7	feat(api): expose import row diagnostics (#1644) ... * feat(api): expose import row diagnostics * fix(api): stabilize import row diagnostics * fix(api): harden import row diagnostics * fix(api): number Mint import diagnostics rows * fix(api): enforce unique import row diagnostics * fix(api): address import row diagnostics review	2026-05-05 01:12:48 +02:00
Copilot	558bf7eeda	feat: Support optional balance date column in account CSV imports (#736) ... * Initial plan * Add ability to specify balance date in AccountImport CSV Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Restore original Ruby version * Fix linting issues - remove trailing whitespace Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Add error handling for date parsing in AccountImport Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Revert unintended Gemfile.lock changes Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>	2026-01-22 15:25:43 +01:00
Zach Gollwitzer	c1d98fe73b	Start and end balance anchors for historical account balances (#2455) ... * Add kind field to valuation * Fix schema conflict * Add kind to valuation * Scaffold opening balance manager * Opening balance manager implementation * Update account import to use opening balance manager + tests * Update account to use opening balance manager * Fix test assertions, usage of current balance manager * Lint fixes * Add Opening Balance manager, add tests to forward calculator * Add credit card to "all cash" designation * Simplify valuation model * Add current balance manager with tests * Add current balance logic to reverse calculator and plaid sync * Tweaks to initial calc logic * Ledger testing helper, tweak assertions for reverse calculator * Update test assertions * Extract balance transformer, simplify calculators * Algo simplifications * Final tweaks to calculators * Cleanup * Fix error, propagate sync errors up to parent * Update migration script, valuation naming	2025-07-15 11:42:41 -04:00