Commit Graph

4 Commits

Author SHA1 Message Date
ghost
2fb7962d6e perf(transfers): narrow auto-transfer candidate search (#2080)
* perf(transfers): narrow auto-transfer candidate search

* perf(transfers): preload auto-match transactions

* perf(transfers): tighten auto-match candidate handling

* fix(transfers): reject negative match tolerance

* test(statements): stabilize coverage status dates

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-06-01 22:02:01 +02:00
Dylan Corrales
4e87eead2c Transfer Matching: Larger match date window for manual matching (#514) 2025-12-30 19:06:40 +01:00
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
Zach Gollwitzer
e657c40d19 Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00