Tony Vincent 48c8499b70 Add tags selection and notes input to new transaction form (#2008) ...

* feat: Add tags selection and notes input to new transaction form

* feat: Add tag selection to transactions bulk update form

2025-04-11 12:14:21 -04:00

..

account

Add tags selection and notes input to new transaction form (#2008)

2025-04-11 12:14:21 -04:00

assistant

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

chat

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

concerns

Sync hierarchy updates (#2087)

2025-04-11 12:13:46 -04:00

demo

Update security price query in demo generator (#2000)

2025-03-19 08:49:30 -04:00

exchange_rate

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

family

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

import

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

income_statement

Fix incorrect totals calculation when family has loan payments (#1984)

2025-03-11 12:37:57 -04:00

plaid_item

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

provider

Use faraday retry, move retry logic to concrete provider level (#2042)

2025-04-01 08:41:49 -04:00

security

provider: Ensure data provider exist before fetching for price. (#2045)

2025-04-04 12:14:28 -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

account_import.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -04:00

account.rb

Sync hierarchy updates (#2087)

2025-04-11 12:13:46 -04:00

address.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

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

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

budget_category.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

budget.rb

Fix time period key conflicts (#1944)

2025-03-03 12:47:20 -05:00

category.rb

Add new category flow (#1857)

2025-02-24 11:08:05 -05:00

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

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

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

depository.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

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

exchange_rate.rb

Data provider simplification, tests, and documentation (#1997)

2025-03-17 11:54:53 -04:00

family.rb

Sync hierarchy updates (#2087)

2025-04-11 12:13:46 -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

Account-level import configuration templates (#1946)

2025-03-04 13:10:01 -05:00

income_statement.rb

Fix incorrect totals calculation when family has loan payments (#1984)

2025-03-11 12:37:57 -04:00

investment.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

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

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

measurement.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

merchant.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -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

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

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

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

plaid_account.rb

Data provider simplification, tests, and documentation (#1997)

2025-03-17 11:54:53 -04:00

plaid_investment_sync.rb

Enhance security information retrieval and handling (#1826)

2025-02-11 10:40:30 -06:00

plaid_item.rb

Sync hierarchy updates (#2087)

2025-04-11 12:13:46 -04:00

property.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

provider.rb

Use faraday retry, move retry logic to concrete provider level (#2042)

2025-04-01 08:41:49 -04:00

rejected_transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

security.rb

Fix security search

2025-03-28 17:34:29 -04:00

series.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

session.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

setting.rb

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

stock_exchange.rb

Stock imports (#1363)

2024-10-24 16:36:50 -05:00

sync.rb

Sync hierarchy updates (#2087)

2025-04-11 12:13:46 -04:00

tag.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -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

perf(imports): Bulk import CSV trades (#2040)

2025-04-01 07:58:49 -04:00

transaction_import.rb

import: Bulk import transaction data. (#1962)

2025-03-24 09:59:27 -04:00

transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

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

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

vehicle.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00