Commit Graph

  • 17693f0418 Refactor family generator to centralize concern creation, improve SDK support, and add tests, views, jobs, and sync logic. luckyPipewrench 2026-01-22 22:07:22 -05:00
  • 3f5fff27ea feat: process pending transactions from lunchflow (#731) AdamWHY2K 2026-01-22 23:53:24 +00:00
  • 96dfad1cfb fix: fix tests Alessio Cappa 2026-01-23 00:49:47 +01:00
  • 2c827fbc88 Fix locale mismatch and add option activity type mappings (#743) LPW 2026-01-22 18:28:17 -05:00
  • 6279bfc497 Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742) LPW 2026-01-22 18:27:00 -05:00
  • 262de20602 fix: Use right arrow position when collapsing sections (#746) Alessio Cappa 2026-01-23 00:24:29 +01:00
  • 2832077b15 feat: adjust buttons style Alessio Cappa 2026-01-22 23:18:22 +01:00
  • 31c4c3f106 feat: move print report button to header Alessio Cappa 2026-01-22 23:12:25 +01:00
  • 68c7e63eb7 refactor: remove unnecessary classes Alessio Cappa 2026-01-22 23:03:15 +01:00
  • be3e6d6563 feat: align icon sizes and improve investments section Alessio Cappa 2026-01-22 22:49:58 +01:00
  • 56c4ce911d fix: Improve net worth tables Alessio Cappa 2026-01-22 22:32:57 +01:00
  • 7bd1058b6e Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724) LPW 2026-01-22 16:23:09 -05:00
  • 9858b36dc7 Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741) LPW 2026-01-22 16:19:44 -05:00
  • e672929157 fix: Adjust padding in trends section Alessio Cappa 2026-01-22 22:13:48 +01:00
  • b7baf3efd5 fix: Adjust font sizes and spacing Alessio Cappa 2026-01-22 22:05:14 +01:00
  • bf76d6b88d Let /settings/providers work in demo site Juan José Mata 2026-01-22 20:01:18 +00:00
  • 8b38d97b8e Add "beta" tag to Mercury for now Juan José Mata 2026-01-22 20:00:18 +00:00
  • a83f70425f Add SnapTrade brokerage integration with full trade history support (#737) LPW 2026-01-22 14:52:49 -05:00
  • 179552657c Mercury integration (#723) soky srm 2026-01-22 20:37:07 +01:00
  • 7842b4a044 Fixes to contributions payment copy Juan José Mata 2026-01-22 19:22:55 +00:00
  • 667300398f Add Skylight performance badge to README Juan José Mata 2026-01-22 15:53:07 +01:00
  • 558bf7eeda feat: Support optional balance date column in account CSV imports (#736) Copilot 2026-01-22 15:25:43 +01:00
  • 051197137c Fix Polish translation template error (and increase testing/fix other locales as well) (#734) Juan José Mata 2026-01-22 14:27:12 +01:00
  • 9855c67bc4 Coinbase CDP link for API Juan José Mata 2026-01-22 11:26:01 +00:00
  • 5217d98aaf Add Helm chart release artifact to GitHub releases claude/helm-chart-release-workflow-73j3p Claude 2026-01-22 10:19:26 +00:00
  • da269cdbc9 Update README with clarification of when demo data is available Juan José Mata 2026-01-22 08:19:39 +01:00
  • 16e4c4ede4 Small QOL fix in shell samples Juan José Mata 2026-01-22 08:14:43 +01:00
  • 6c2120e4ce Bump version to next alpha after v0.6.7-alpha.14 release github-actions[bot] 2026-01-21 22:53:06 +00:00
  • 00135cb92d fix: Adjust categories section padding Alessio Cappa 2026-01-21 23:43:28 +01:00
  • 5a6a930c8f feat: update trends insight table UI Alessio Cappa 2026-01-21 23:35:33 +01:00
  • 47e702530e fix: Update class for period string Alessio Cappa 2026-01-21 23:17:05 +01:00
  • cb81d8467c feat: Update class for summary text Alessio Cappa 2026-01-21 23:13:57 +01:00
  • 297bcff8a4 fix: missing "count" in locale Alessio Cappa 2026-01-21 23:10:49 +01:00
  • ff2d2add3e feat: Category breakdown table UI Alessio Cappa 2026-01-21 23:08:16 +01:00
  • dd991fa339 Add Coinbase exchange integration with CDP API support (#704) LPW 2026-01-21 16:56:39 -05:00
  • 33e278aa39 fix: Adjust summary icons color Alessio Cappa 2026-01-21 22:10:42 +01:00
  • 0357cd7d44 Allow subcategories to inherit parent budget without individual limits (#579) Copilot 2026-01-21 22:10:15 +01:00
  • 9fd29f14c1 feat: Add category icons in report table Alessio Cappa 2026-01-21 22:07:14 +01:00
  • 8eb9d9cf28 Add GitHub Actions workflow to update documentation Juan José Mata 2026-01-21 21:56:46 +01:00
  • 278b2d0008 Add backup service to Docker Compose configuration (#637) Daniel Anomfueme 2026-01-21 21:12:33 +01:00
  • 4e425ce4e5 Add option for FOSS contribution payments (#730) Juan José Mata 2026-01-21 20:45:04 +01:00
  • 8e36c8e736 Rename billing to payment throughout the codebase (#726) Juan José Mata 2026-01-21 19:06:00 +01:00
  • abab66675c Implement a setting to retrieve high res logos (#725) soky srm 2026-01-21 17:16:51 +01:00
  • ae61df4978 FIX OpenAPI auth specs (#722) soky srm 2026-01-21 11:10:03 +01:00
  • d8cdced662 Merge pull request #718 from luckyPipewrench/plug-black-hole soky srm 2026-01-21 09:21:45 +01:00
  • ae82197530 Merge pull request #719 from nuno-am/refactor-import-export-sections soky srm 2026-01-21 09:15:57 +01:00
  • 412e21f810 fix: aria label for action buttons on Export table Nuno Marques 2026-01-21 00:42:29 +00:00
  • c229c357ae fix: aria label for action buttons on Import table Nuno Marques 2026-01-21 00:31:51 +00:00
  • 7d19024e24 fix: alignment for failed stated Nuno Marques 2026-01-21 00:09:54 +00:00
  • 03e59c8b3c fix: translations suggestions Nuno Marques 2026-01-20 23:59:39 +00:00
  • 0a5e815732 fix: export counter Nuno Marques 2026-01-20 23:49:48 +00:00
  • 80290fc0c7 fix: delete unused partial file to render export entries Nuno Marques 2026-01-20 23:49:09 +00:00
  • 571d09a869 fix: date formats Nuno Marques 2026-01-20 23:48:22 +00:00
  • 7f69063a95 refactor: Imports section and updated translation files Nuno Marques 2026-01-20 23:21:42 +00:00
  • 6ba0189e07 refactor: Exports section and updated translation files Nuno Marques 2026-01-20 23:21:27 +00:00
  • f8860c091f feat: created Badge component Nuno Marques 2026-01-20 23:20:10 +00:00
  • 388e1759a9 fix: pagination background Nuno Marques 2026-01-20 23:19:34 +00:00
  • a75cb816c7 Centralize investment_contributions_category logic and update references for streamlined handling. luckyPipewrench 2026-01-20 17:51:36 -05:00
  • 480e53710a Centralize investment_contributions category handling using i18n key and streamline related references. luckyPipewrench 2026-01-20 17:36:56 -05:00
  • 4727a391a7 Refactor Investment Contributions category handling to use a centralized constant and streamline related logic. luckyPipewrench 2026-01-20 17:18:49 -05:00
  • 196d12466f Handle investment_contribution classification and update related logic. luckyPipewrench 2026-01-20 16:50:45 -05:00
  • 95a2d115a0 fix: Adjust chat input position (#717) Alessio Cappa 2026-01-20 22:39:16 +01:00
  • 45c4bc595b Enable sending logs to Sentry Juan José Mata 2026-01-20 17:19:17 +01:00
  • 07dcf14cd9 Release nightly: 0.0.0-nightly.20260120.120815 jjmata 2026-01-20 12:08:18 +00:00
  • 7d2cecdd15 fix: installing cloudnative-pg as namespace bound and bumped cnpg operator to 0.27 (#714) Dario G. Mori 2026-01-20 13:08:04 +01:00
  • da9148c8be Move money market tickers and patterns to configuration (#712) LPW 2026-01-20 01:44:12 -05:00
  • 650f02ee2d Bump version to next alpha after v0.6.7-alpha.13 release github-actions[bot] 2026-01-19 23:21:58 +00:00
  • 777fbdc4ca feat(settings): add pagination to imports and exports pages (#598) Julien Orain 2026-01-20 00:11:22 +01:00
  • 3d91e60a8a feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639) David Gil 2026-01-20 00:01:55 +01:00
  • d4be209ce5 Point people looking for mobile builds. Juan José Mata 2026-01-19 22:47:34 +00:00
  • f185a35f55 feat(i18n): update Catalan translations (#644) Pere Montpeó 2026-01-19 23:44:58 +01:00
  • 2e081ea82d fix: Move rule application to perform_post_sync method (#705) Alessio Cappa 2026-01-19 22:57:46 +01:00
  • 8b8ac705f6 Correct brokerage cash calculation for SimpleFIN investment accounts (#710) LPW 2026-01-19 16:17:27 -05:00
  • 63dd231787 Merge pull request #686 from TDemeco/fix/yahoo-securities-caching soky srm 2026-01-19 20:28:53 +01:00
  • 73c816559d MERGE doc/adding_https_info INTO main (#709) Nicolas PERNOT 2026-01-19 19:36:14 +01:00
  • 877abcf4ce Add missing swagger for https://github.com/we-promise/sure/pull/501 (#707) soky srm 2026-01-19 19:29:34 +01:00
  • 8f04955e72 Move exchange MIC codes to config/exchanges.yml (#708) LPW 2026-01-19 13:28:16 -05:00
  • 237035c8d4 Improve convert-to-trade security selection with search-first UX (#703) LPW 2026-01-19 09:49:51 -05:00
  • bf9bcae600 Add gains by tax treatment to investment report with grouped subtype dropdown (#701) LPW 2026-01-19 09:44:49 -05:00
  • 7f0781179c Add Dutch (nl) translations for UI and models (#702) Mark Hendriksen 2026-01-19 15:42:55 +01:00
  • e1a2ec901c feat: Allow to change country code in already existing Enable Banking connection, to link banks from other countries (#699) Alessio Cappa 2026-01-19 13:57:07 +01:00
  • 90bb0ac1cb Bump version to next alpha after v0.6.7-alpha.12 release github-actions[bot] 2026-01-18 17:04:46 +00:00
  • 64dc5c2fb8 Add tax treatment classification for investment accounts with international support (#693) LPW 2026-01-18 11:29:02 -05:00
  • 6ec03e93f4 fix: Properly compute credit card balance for Enable Banking accounts (#663) Alessio Cappa 2026-01-18 15:11:34 +01:00
  • f97ff419e8 Allow manual entry on linked accounts (#689) LPW 2026-01-18 09:08:27 -05:00
  • 3ea102d14f fix: Force top-0 on tooltip div to avoid overflow issues on mobile (#695) Alessio Cappa 2026-01-18 13:20:03 +01:00
  • 302fb84086 feat: Support multiple crypto wallets with same token (#676) foXaCe 2026-01-18 11:27:09 +01:00
  • 79d14c142f Remove relative positioning from net worth chart div (#687) Mark Hendriksen 2026-01-18 11:21:35 +01:00
  • 3575c1e68a Add Spanish localization for reports (#694) Vivic87 2026-01-18 10:57:40 +01:00
  • 7f854aaded Remove "contact support" text Juan José Mata 2026-01-18 08:13:29 +00:00
  • 0f6dd536df Enhance ticker search and validation in "Convert to Trade" form (#688) LPW 2026-01-17 16:46:15 -05:00
  • 47e0185409 fix: Allow locale preview on onboarding preferences page (#682) Juan José Mata 2026-01-17 17:59:10 +01:00
  • c0bc695ee0 fix: 🐛 properly return cached securities info wrapped in Provider::Response object Tobi Demeco 2026-01-17 12:24:31 -03:00
  • 527155a46f UI quick fixes (#684) Nuno Marques 2026-01-17 14:59:37 +00:00
  • ab99645bf8 Complete locale-aware currency formatting for remaining components claude/currency-locale-display-ziTuE Claude 2026-01-17 08:52:22 +00:00
  • 17046c70f6 Bump version to next alpha after v0.6.7-alpha.11 release github-actions[bot] 2026-01-16 23:05:49 +00:00
  • 917101853b fix: Locale-aware currency formatting (#677) foXaCe 2026-01-16 23:55:51 +01:00
  • 9792ab838f Make first user of instance automatically super_admin (#655) LPW 2026-01-16 15:27:55 -05:00
  • 0c2026680c Improve investment activity labels UX and add convert-to-trade feature (#649) LPW 2026-01-16 15:04:10 -05:00
  • 1ca84d8048 Fix missing SSO JIT account creation template (#679) LPW 2026-01-16 15:00:24 -05:00