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2000f05453dc3dff4bdf1da5c91d8a8350787787
sure/app/models
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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
..
account
Match Plaid holding values on current day (#2212)
2025-05-06 09:25:49 -04:00
assistant
Match Plaid holding values on current day (#2212)
2025-05-06 09:25:49 -04:00
balance
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
concerns
Add nice formatting for subtypes on account list (#2138)
2025-04-22 14:10:50 -04:00
demo
New onboarding, trials, Stripe integration (#2185)
2025-05-01 16:47:14 -04:00
exchange_rate
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
family
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
holding
Match Plaid holding values on current day (#2212)
2025-05-06 09:25:49 -04:00
import
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
income_statement
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
plaid_item
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
provider
Fix event processor api
2025-05-02 12:05:50 -04:00
rule
Add assign merchant rule for transactions (#2174)
2025-05-02 07:30:31 -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
transaction
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
account_import.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
account.rb
Enhance institution_domain method in Account model
2025-05-01 18:52:09 -05:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -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
Match Plaid holding values on current day (#2212)
2025-05-06 09:25:49 -04:00
balance.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
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
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
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
data_enrichment.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
depository.rb
Add nice formatting for subtypes on account list (#2138)
2025-04-22 14:10:50 -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
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
entryable.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
New onboarding, trials, Stripe integration (#2185)
2025-05-01 16:47:14 -04:00
holding.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -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
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
income_statement.rb
Fix incorrect totals calculation when family has loan payments (#1984)
2025-03-11 12:37:57 -04:00
investment.rb
Add nice formatting for subtypes on account list (#2138)
2025-04-22 14:10:50 -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
loan: Set the first valuation as the original principal. (#2088)
2025-04-14 09:09:25 -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
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
Pre-launch design sync with Figma spec (#2154)
2025-04-30 18:14:22 -04:00
plaid_account.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
plaid_investment_sync.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
plaid_item.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
property.rb
Add nice formatting for subtypes on account list (#2138)
2025-04-22 14:10:50 -04:00
provider_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
provider.rb
Use faraday retry, move retry logic to concrete provider level (#2042)
2025-04-01 08:41:49 -04:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
security.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -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
Add tags to sync failures
2025-04-28 15:54:12 -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_builder.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
trade_import.rb
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
trade.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -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
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
transfer.rb
Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation
2025-04-30 14:20:09 -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
Onboarding redirect tests and trial status bar (#2197)
2025-05-02 15:21:46 -04:00
valuation.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00