Zach Gollwitzer 2000f05453 Match Plaid holding values on current day (#2212) ...

* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test

2025-05-06 09:25:49 -04:00

..

category

New Design System + Codebase Refresh (#1823)

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

concerns

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

import

Feature: Add "amount type" configuration column for CSV imports (#1947)

2025-04-18 10:48:10 -04:00

settings

Enhance member removal process by destroying associated invitations and updating flash messages in ProfilesController. Add test to verify invitation deletion upon member removal.

2025-04-20 20:15:49 -05:00

tag

New Design System + Codebase Refresh (#1823)

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

transactions

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

accountable_sparklines_controller.rb

Match Plaid holding values on current day (#2212)

2025-05-06 09:25:49 -04:00

accounts_controller.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

application_controller.rb

Fix initials + profile pictures (#2186)

2025-05-01 18:43:21 -04:00

budget_categories_controller.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

budgets_controller.rb

Add breadcrumbs support across application (#1897)

2025-02-25 10:14:07 -06:00

categories_controller.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

chats_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

credit_cards_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

cryptos_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

depositories_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

family_merchants_controller.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

holdings_controller.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

impersonation_sessions_controller.rb

Impersonation (#1325)

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

imports_controller.rb

Account-level import configuration templates (#1946)

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

investments_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

invitations_controller.rb

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

invite_codes_controller.rb

fix: Only admins can generate invite codes (#1611)

2025-01-23 20:47:51 -05:00

loans_controller.rb

loan: Set the first valuation as the original principal. (#2088)

2025-04-14 09:09:25 -04:00

lookbooks_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

messages_controller.rb

Personal finance AI (v1) (#2022)

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

mfa_controller.rb

Logger cleanup

2025-03-05 13:44:56 -06:00

onboardings_controller.rb

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller.rb

Personal finance AI (v1) (#2022)

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

password_resets_controller.rb

Improve password reset flow, normalize translations

2024-11-05 17:15:29 -05:00

passwords_controller.rb

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

plaid_items_controller.rb

Fix: Purge stale holdings from accounts during sync (#1954)

2025-03-05 12:21:17 -05:00

properties_controller.rb

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

registrations_controller.rb

Feature: Implement Mobile Responsiveness (#2092)

2025-04-18 08:23:10 -05:00

rules_controller.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

securities_controller.rb

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

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

sessions_controller.rb

Logger cleanup

2025-03-05 13:44:56 -06:00

subscriptions_controller.rb

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

tags_controller.rb

Add ability to delete all tags (#2200)

2025-05-05 12:43:46 -04:00

trades_controller.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

transaction_categories_controller.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

transactions_controller.rb

fix: Rule notification should not be triggered when category is unassigned (#2214)

2025-05-06 09:15:14 -04:00

transfer_matches_controller.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

transfers_controller.rb

Fix: Fix unalble to reject automatched transfers (#2102)

2025-04-14 09:05:25 -04:00

users_controller.rb

New onboarding, trials, Stripe integration (#2185)

2025-05-01 16:47:14 -04:00

valuations_controller.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

webhooks_controller.rb

New onboarding, trials, Stripe integration (#2185)

2025-05-01 16:47:14 -04:00