Commit Graph

  • c391ba2b23 Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671) LPW 2026-01-16 06:34:06 -05:00
  • 9b1188eab4 i18n: Fix and complete French translations (#673) foXaCe 2026-01-16 09:45:00 +01:00
  • e0a74b2387 docs: Documentation update for v0.6.7-alpha.8 (#647) Andrei Onel 2026-01-15 21:04:01 +00:00
  • 3fc3e20c36 i18n: Add French translations (#658) foXaCe 2026-01-15 21:42:39 +01:00
  • 34c34a15dd Release nightly: 0.0.0-nightly.20260115.203951 jjmata 2026-01-15 20:39:54 +00:00
  • 7f993eb9e9 fix: removed check for redis managed image as it causes crash (#661) Dario G. Mori 2026-01-15 21:39:39 +01:00
  • 4cc321a083 Family merchant logo (#660) soky srm 2026-01-15 17:00:32 +01:00
  • f94a04d2e1 Bump version to next alpha after v0.6.7-alpha.10 release github-actions[bot] 2026-01-15 12:23:56 +00:00
  • d1b8d585ce FIX merchant regression (#659) soky srm 2026-01-15 13:14:10 +01:00
  • a5ec5d3a62 Bump version to next alpha after v0.6.7-alpha.9 release github-actions[bot] 2026-01-15 12:05:43 +00:00
  • fabd60c098 fix: PWA display issues (#653) Alessio Cappa 2026-01-15 12:53:35 +01:00
  • 5d6abf7b48 feat: Add more category icons (#651) Alessio Cappa 2026-01-15 10:34:09 +01:00
  • a50c48d3cf fix: Investments page mobile (#654) Alessio Cappa 2026-01-15 10:32:52 +01:00
  • 3f62e84531 No API hostname yet for sure.am Juan José Mata 2026-01-14 20:53:09 +00:00
  • e9ae80c9fa Update selection bar styles and group classes (#648) Mark Hendriksen 2026-01-14 19:42:44 +01:00
  • 8f164b20ef fix(api): Use authorize_scope! for merchants and tags controllers (#643) Jose 2026-01-14 05:22:19 -05:00
  • a780b34421 Fix SimpleFIN liability balance sign when transaction history is incomplete (#642) LPW 2026-01-14 05:20:10 -05:00
  • f384f0866b Update PikaPods run button link Juan José Mata 2026-01-13 23:48:19 +01:00
  • ae254434a1 Add primary text color to amount in header (#640) Mark Hendriksen 2026-01-13 23:04:56 +01:00
  • ff55b977d4 Add sso_audit_logs association and clear logs in demo data cleaner (#638) LPW 2026-01-13 11:44:51 -05:00
  • ababbb99d0 Is sample_data or demo_data? Juan José Mata 2026-01-13 15:53:10 +00:00
  • 0e22c60286 FIX Yahoo issues (#636) soky srm 2026-01-13 16:46:07 +01:00
  • 252042c0dc Fix account subtype not persisting when creating/editing investment accounts (#635) Juan José Mata 2026-01-13 14:46:19 +01:00
  • 88241cf5cb Fix tags getting removed after / during bank sync (#634) Juan José Mata 2026-01-13 14:33:46 +01:00
  • 0bf3084738 Merge pull request #508 from kysre/add-config-import-csv-skip-first-x-rows soky srm 2026-01-13 14:05:01 +01:00
  • 4af588d1e6 i8n and fix test sokie 2026-01-13 13:56:37 +01:00
  • 11a011db15 Update import.rb sokie 2026-01-13 13:51:10 +01:00
  • c9b334ac4f Add rows validation sokie 2026-01-13 13:50:12 +01:00
  • 30d3ee167e FIX add debounce for field sokie 2026-01-13 13:45:40 +01:00
  • ff921799e4 Update _transaction_import.html.erb sokie 2026-01-13 13:41:05 +01:00
  • 7297554a55 Fix issues sokie 2026-01-13 13:35:38 +01:00
  • 5f8a0dc78e FIX: Small layout adjustments (#507) Alessio Cappa 2026-01-13 13:23:10 +01:00
  • accdbb799b Merge branch 'main' into add-config-import-csv-skip-first-x-rows Juan José Mata 2026-01-13 12:56:22 +01:00
  • 425570cd1f Bump version to next alpha after v0.6.7-alpha.8 release github-actions[bot] 2026-01-13 09:26:03 +00:00
  • 13248b6803 Merge pull request #627 from ptr-b/dup_transaction_category soky srm 2026-01-13 10:15:43 +01:00
  • 0c92eb91b3 Merge pull request #608 from luckyPipewrench/investment-activity soky srm 2026-01-13 10:13:31 +01:00
  • 39ba65df77 feat: Add Merchants and Tags API v1 Endpoints (#620) Jose 2026-01-13 04:10:15 -05:00
  • 7c3af7d85e refactor: streamline SimpleFIN connection updates for improved efficiency (#631) LPW 2026-01-13 03:39:26 -05:00
  • 320e087a22 Add support for displaying and managing legacy SSO providers (#628) LPW 2026-01-13 03:37:19 -05:00
  • 6e240a2332 Add test for dormant credit cards with zero balance and adjust processor logic (#630) LPW 2026-01-13 03:32:05 -05:00
  • 62dabb6971 Fix: Transaction Sync Issues & Enhanced Debugging (#632) Lazy Bone 2026-01-13 16:27:39 +08:00
  • 5c300989a7 Remove unused loan_payment key from transaction locale Josh Waldrep 2026-01-12 16:17:36 -05:00
  • 8f56aa2877 Fix duplicate category menu IDs for mobile/desktop Pieter 2026-01-12 22:08:59 +01:00
  • 308a4ab048 Refactor Plaid transaction type mapping and improve label handling Josh Waldrep 2026-01-12 16:04:53 -05:00
  • 2f20d715a4 Remove exclude_from_cashflow column from schema Josh Waldrep 2026-01-12 15:26:17 -05:00
  • 582eda999b Remove exclude_from_cashflow flag and consolidate logic into excluded toggle Josh Waldrep 2026-01-12 15:10:33 -05:00
  • cfda5a6d3d Remove InvestmentActivityDetector and related functionality Josh Waldrep 2026-01-12 11:13:49 -05:00
  • 307a8bb760 Localize investment activity labels and improve transaction processing Josh Waldrep 2026-01-12 09:19:09 -05:00
  • e5fbdfb593 Add cost basis source tracking with manual override and lock protection (#623) LPW 2026-01-12 08:05:46 -05:00
  • 96022cbe9a Update PlaidAccount::Processor to use resolved security from response Josh Waldrep 2026-01-10 20:03:51 -05:00
  • 52588784d0 Add investment activity detection, labels, and exclusions Josh Waldrep 2026-01-10 19:48:04 -05:00
  • 70e7a5f2d6 Initial plan copilot-swe-agent[bot] 2025-11-23 10:39:02 +00:00
  • 3887d5c97a Release nightly: 0.0.0-nightly.20260112.163232 jjmata 2026-01-12 16:32:35 +00:00
  • 8b6392e1d1 Updated documentation for release v0.6.7-alpha.1 (#563) Andrei Onel 2026-01-12 16:32:19 +00:00
  • ebdaafaf95 Remove deprecated code Juan José Mata 2026-01-12 15:13:19 +00:00
  • 064833621e Merge pull request #538 from luckyPipewrench/sso-upgrades soky srm 2026-01-12 15:38:59 +01:00
  • 66d83c5c21 Merge pull request #618 from alessiocappa/FT-AddAutoSyncOptions soky srm 2026-01-12 15:12:16 +01:00
  • 30923b7296 FIX address comments sokie 2026-01-12 15:05:28 +01:00
  • 25ac822308 Reports print functionality (#622) soky srm 2026-01-12 14:40:30 +01:00
  • a8bdc4469b Add badges for DeepWiki and Dosu Juan José Mata 2026-01-12 14:21:40 +01:00
  • bbaf7a06cc Add cost basis source tracking with manual override and lock protection (#623) LPW 2026-01-12 08:05:46 -05:00
  • 5b736bf691 Fix CSV import for non-UTF-8 encodings (Windows-1250, ISO-8859-2, etc.) (#617) Copilot 2026-01-12 10:17:55 +01:00
  • d354ce48e1 Implement Requested Fixes for CoinStats Integration (#621) Ethan 2026-01-12 02:27:00 -06:00
  • fa78e1d292 Improve handling of cost_basis during holding materialization and display (#619) LPW 2026-01-11 17:58:51 -05:00
  • 0ba261b6d9 feat: Consider user time zone when setting cron job Alessio Cappa 2026-01-11 20:35:10 +01:00
  • e9afb0ed12 feat: Add EN translations Alessio Cappa 2026-01-11 20:04:43 +01:00
  • 01ba747f4f feat: Remove hard-coded job and modify it via auto_sync_scheduler Alessio Cappa 2026-01-11 19:43:11 +01:00
  • 5b74e8d90b feat: Add parameters in setting to enable/disable auto-sync and define timing Alessio Cappa 2026-01-11 19:42:35 +01:00
  • 9aa9b3a1b0 feat: Include notes in transaction search (#615) Alessio Cappa 2026-01-11 18:59:40 +01:00
  • 726c84580d Update token in publish.yml from GITHUB_TOKEN to GH_PAT Juan José Mata 2026-01-11 18:49:39 +01:00
  • 2846436960 Update version to 0.6.7-alpha.8 Juan José Mata 2026-01-11 18:34:31 +01:00
  • d9eaec7669 FIX reports page AI chat (#614) soky srm 2026-01-11 16:59:52 +01:00
  • 19da11ed4e This commit adds two new features to the More tab in the mobile app: (#612) Lazy Bone 2026-01-11 19:57:38 +08:00
  • f52b3fceb6 feat: implement mobile AI chat feature and fix duplicate response issue (#610) Lazy Bone 2026-01-11 19:45:33 +08:00
  • 38f4c2222c Revert "Add print stylesheet for reports page (#499)" (#609) Juan José Mata 2026-01-11 11:08:20 +01:00
  • a5bccaf2a1 Generic LLMs improvements (#605) soky srm 2026-01-11 10:32:03 +01:00
  • 3dfa569bed Mobile offline features (#580) Lazy Bone 2026-01-11 17:29:23 +08:00
  • b5ccea4961 Update version to 0.6.7-alpha.7 Juan José Mata 2026-01-10 23:00:33 +01:00
  • b99e2ecd5e Fixing version bump Juan José Mata 2026-01-10 22:57:45 +01:00
  • 5eb4ca29c3 CSV drag&drop styling fixes (#604) soky srm 2026-01-10 22:02:28 +01:00
  • c3395ef06d Fix struct compatibility error in IncomeStatement::Totals (#603) Juan José Mata 2026-01-10 20:26:08 +01:00
  • 142d221b37 Release nightly: 0.0.0-nightly.20260110.192130 jjmata 2026-01-10 19:21:32 +00:00
  • d4ab29ae1b Revise Helm chart CHANGELOG.md for versions 0.0.0 and 0.6.6 Juan José Mata 2026-01-10 20:21:21 +01:00
  • 7afc3f3189 Release nightly: 0.0.0-nightly.20260110.191814 jjmata 2026-01-10 19:18:16 +00:00
  • a135866dbf Add Redis Sentinel support for Sidekiq high availability (#457) Copilot 2026-01-10 20:18:03 +01:00
  • dddc2182a4 feat(zh-TW): add Traditional Chinese localization support (#503) Rukeith 2026-01-11 04:16:15 +09:00
  • 3658e812a8 Add pending transaction handling and duplicate reconciliation logic (#602) LPW 2026-01-10 14:11:00 -05:00
  • f012e38824 Remove invalid logo.synthfinance.com URLs from merchants table (#553) Copilot 2026-01-10 18:51:58 +01:00
  • 238fa8e0ca Merge remote-tracking branch 'upstream/main' into sso-upgrades Josh Waldrep 2026-01-10 11:57:23 -05:00
  • 664a00678e Merge branch 'main' into add-config-import-csv-skip-first-x-rows Juan José Mata 2026-01-10 17:47:04 +01:00
  • 78aa064bb0 Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412) LPW 2026-01-10 11:24:23 -05:00
  • 14c169e6b9 Include actual iOS IPA Juan José Mata 2026-01-10 17:12:55 +01:00
  • b957aea497 Update version to 0.6.7-alpha.6 Juan José Mata 2026-01-10 16:40:57 +01:00
  • b56dbdb9eb Feat: /import endpoint & drag-n-drop imports (#501) Carlos Adames 2026-01-10 11:39:18 -04:00
  • 61caaf056c Actually change the version! Juan José Mata 2026-01-10 16:14:57 +01:00
  • 5750e69acf Provider investment fixes (#600) soky srm 2026-01-10 15:43:07 +01:00
  • 2f4e2eab8d Workflow chores: publish Flutter builds & bump alpha versions (#599) Juan José Mata 2026-01-10 10:59:15 +01:00
  • a1f5da870d Update version to 0.6.7-alpha.5 Juan José Mata 2026-01-09 23:17:57 +01:00
  • a4f70f4d4a Support uncategorized investments (#593) soky srm 2026-01-09 19:45:42 +01:00
  • 76dc91377c Merchants improvements (#594) soky srm 2026-01-09 19:38:04 +01:00