Zach Gollwitzer 0329a5f211 Data exports (#2517) ...

* Import / export UI

* Data exports

* Lint fixes, brakeman update

2025-07-24 10:50:05 -04:00

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active_storage

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files

Escape quotations in CSV imports properly (#1929)

2025-02-28 12:21:07 -05:00

import

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rule

Transaction rules engine V1 (#1900)

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

security

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accounts.yml

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

addresses.yml

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api_keys.yml

Add comprehensive API v1 with OAuth and API key authentication (#2389)

2025-06-17 15:57:05 -05:00

balances.yml

Account:: namespace simplifications and cleanup (#2110)

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

budgets.yml

Budgeting V1 (#1609)

2025-01-16 14:36:37 -05:00

categories.yml

Nested Categories (#1561)

2024-12-20 11:37:26 -05:00

chats.yml

Personal finance AI (v1) (#2022)

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

credit_cards.yml

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cryptos.yml

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depositories.yml

Basic Plaid Integration (#1433)

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

entries.yml

Account:: namespace simplifications and cleanup (#2110)

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

exchange_rates.yml

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families.yml

Propagate child sync errors up to parent, fix sync status (#2232)

2025-05-09 14:56:49 -04:00

family_exports.yml

Data exports (#2517)

2025-07-24 10:50:05 -04:00

holdings.yml

Account:: namespace simplifications and cleanup (#2110)

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

impersonation_session_logs.yml

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impersonation_sessions.yml

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imports.yml

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

investments.yml

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

invitations.yml

Add/remove members and invitations (#1744)

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

loans.yml

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merchants.yml

Transaction rules engine V1 (#1900)

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

messages.yml

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

mobile_devices.yml

Add secure OAuth2-based mobile authentication

2025-06-18 08:20:22 -05:00

other_assets.yml

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other_liabilities.yml

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plaid_accounts.yml

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

plaid_items.yml

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

properties.yml

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rules.yml

Transaction rules engine V1 (#1900)

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

securities.yml

Enhance security information retrieval and handling (#1826)

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

sessions.yml

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subscriptions.yml

Subscription tests and domain (#2209)

2025-05-06 14:05:21 -04:00

syncs.yml

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

taggings.yml

Account:: namespace simplifications and cleanup (#2110)

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

tags.yml

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tool_calls.yml

Personal finance AI (v1) (#2022)

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

trades.yml

Account:: namespace simplifications and cleanup (#2110)

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

transactions.yml

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

transfers.yml

Transfer and Payment auto-matching, model and UI improvements (#1585)

2025-01-07 09:41:24 -05:00

users.yml

Subscription tests and domain (#2209)

2025-05-06 14:05:21 -04:00

valuations.yml

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

vehicles.yml

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