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03cac95023b83b7eee99807ec304168449305e02
sure/app/models
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soky srm 03cac95023 Category improvements (#232) 
* Category improvements

- Updated default categories to a more inclusive set
- Updated default icon set for categories
- Updated default categories colors to better separate then.

* FIX tests

* Better color pallettes for a few
2025-10-24 19:39:42 +02:00
..
account
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
assistant
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
balance
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
balance_sheet
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
concerns
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
demo
Make branding configurable (#173)
2025-10-22 19:14:03 +02:00
exchange_rate
feat: Add Twelve Data provider for exchange rates and securities (#2)
2025-07-31 23:31:37 +02:00
family
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
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
import
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
income_statement
Separate exclude and one-time transaction handling (#2400)
2025-06-20 17:10:36 -04:00
plaid_account
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
plaid_entry
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_item
Lazy load Plaid link tokens, fix link issues on broadcast (#2302)
2025-05-25 08:12:54 -04:00
provider
Fix Twelve Data API parsing errors causing "Current Market Price Unknown" (#224)
2025-10-24 13:33:06 +02:00
rule
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
security
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
simplefin_account
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
simplefin_entry
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
simplefin_item
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +02:00
transaction
[claudesquad] update from 'totals-rounding-and-sum' on 23 Jul 25 18:30 EDT (#2514)
2025-07-23 18:37:05 -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.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_order.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
account.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
application_record.rb
…
assistant_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
assistant.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
balance_sheet.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
budget_category.rb
feature(dark mode): misc design fixes (#2215)
2025-05-07 09:26:06 -04:00
budget.rb
Fix budget navigation to allow selecting previous months
2025-07-23 18:26:04 -04:00
category.rb
Category improvements (#232)
2025-10-24 19:39:42 +02:00
chat.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
credit_card.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
current.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
data_enrichment.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
developer_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
entry_search.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
entry.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
entryable.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
holding.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
Fix import reverts
2025-07-24 11:41:42 -04:00
income_statement.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
investment.rb
Add reconciliation manager (#2459)
2025-07-16 11:31:47 -04:00
invitation.rb
Fix duplicate invites (#1437)
2024-11-08 09:58:35 -06:00
invite_code.rb
Rubocop updates (#1118)
2024-08-23 10:06:24 -04:00
llm_usage.rb
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
loan.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
market_data_importer.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
measurement.rb
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
mint_import.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
mobile_device.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
oidc_identity.rb
Add OpenID Connect login support (#77)
2025-10-24 16:07:45 +02:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
period.rb
Add new date format and 10-year period option (#154)
2025-09-22 09:21:06 +02:00
plaid_account.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_item.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
security.rb
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +02:00
series.rb
Remove trend initialization from Series model to streamline value calculations.
2025-05-26 18:59:07 -05:00
session.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
setting.rb
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
simplefin_account.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
simplefin_item.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
subscription.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
sync.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
tag.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tagging.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_import.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
trade.rb
Centralize entry naming (#2454)
2025-07-10 18:40:38 -04:00
transaction_import.rb
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
transaction.rb
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
transfer.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.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
user.rb
Add OpenID Connect login support (#77)
2025-10-24 16:07:45 +02:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00