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18b69a490c1a595e309eb17fa7b720e4e0165701
sure/app/models
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Sholom Ber 30d0b25e1d Update core models for SimpleFin integration 
- Add SimpleFin account creation methods to Account model
- Implement intelligent account type mapping from names
- Add SimpleFin linkable functionality to Account
- Include SimpleFin items in Family model associations
- Support account creation with user-selected types
2025-08-07 12:39:47 -04:00
..
account
Update core models for SimpleFin integration
2025-08-07 12:39:47 -04:00
assistant
Fix transactions tool call for chat
2025-07-24 14:09:30 -04:00
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
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
demo
First quick Sure rebrand (#74)
2025-08-05 23:35:01 +02:00
exchange_rate
feat: Add Twelve Data provider for exchange rates and securities (#2)
2025-07-31 23:31:37 +02:00
family
Implement SimpleFin API client and data models
2025-08-07 12:39:29 -04:00
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
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
income_statement
Separate exclude and one-time transaction handling (#2400)
2025-06-20 17:10:36 -04:00
plaid_account
Add auto-update strategies for current balance on manual accounts (#2460)
2025-07-17 06:49:56 -04:00
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
Implement SimpleFin API client and data models
2025-08-07 12:39:29 -04:00
rule
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
security
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +02:00
simplefin_account
Implement SimpleFin API client and data models
2025-08-07 12:39:29 -04:00
simplefin_item
Implement SimpleFin API client and data models
2025-08-07 12:39:29 -04:00
tool_call
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
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.rb
Update core models for SimpleFin integration
2025-08-07 12:39:47 -04:00
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
Initial commit
2024-02-02 09:05:04 -06:00
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
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
balance_sheet.rb
feat: sort accounts by name in main page (#19)
2025-07-29 06:27:49 +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
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
chat.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
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
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
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
Data exports (#2517)
2025-07-24 10:50:05 -04:00
family_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
Update core models for SimpleFin integration
2025-08-07 12:39:47 -04:00
holding.rb
holding: Add multi-currency support for average costs calculations. (#2153)
2025-05-06 12:12:44 -04:00
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
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
Fix linting issues and update API key test for source validation
2025-06-18 08:28:32 -05:00
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
Fix chart timezone bug (#2224)
2025-05-07 22:19:09 -04:00
plaid_account.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_item.rb
Balance sheet cache layer, non-blocking sync UI (#2356)
2025-06-10 18:20:06 -04:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
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
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +02:00
simplefin_account.rb
Implement SimpleFin API client and data models
2025-08-07 12:39:29 -04:00
simplefin_item.rb
Implement SimpleFin API client and data models
2025-08-07 12:39:29 -04:00
subscription.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
sync.rb
Fix race condition in sync status monitor (#2412)
2025-06-25 15:23:15 -04:00
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 secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
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