Zach Gollwitzer 307a3687e8 Transfer and Payment auto-matching, model and UI improvements (#1585) ...

* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration

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

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account

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

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

accounts

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

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

application

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

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

categories

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

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

category

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

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

credit_cards

Basic Plaid Integration (#1433)

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

cryptos

Basic Plaid Integration (#1433)

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

depositories

Basic Plaid Integration (#1433)

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

impersonation_sessions

Add back good job dashboard with auth (#1364)

2024-10-24 17:28:29 -04:00

import

Adds a common DE format (#1445)

2024-11-11 09:57:50 -05:00

imports

Rework account views and addition flow (#1324)

2024-10-18 14:37:42 -04:00

investments

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

invitation_mailer

Account Activity View + Account Forms (#1406)

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

invitations

Account Activity View + Account Forms (#1406)

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

invite_codes

Add setting to disable new user registration on self-hosted instances (#1163)

2024-09-11 13:04:39 -04:00

issue

Improved UI warning states for holdings with missing data (#1098)

2024-08-16 16:08:27 -04:00

issues

Fix for scrollbars on alerts

2024-10-17 10:16:34 -05:00

layouts

Fix: breaking change after bumping hotwire-livereload to 2.0.0 (#1589)

2025-01-03 15:36:11 -06:00

loans

Fix bug: Loan % doesn't allow exact rate (#1492)

2024-11-22 15:28:10 -05:00

merchants

Add account data enrichment (#1532)

2024-12-13 17:22:27 -05:00

onboardings

Family invites (#1397)

2024-11-01 10:23:27 -05:00

other_assets

Account Activity View + Account Forms (#1406)

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

other_liabilities

Account Activity View + Account Forms (#1406)

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

pages

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

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

password_mailer

Lint

2024-10-09 09:12:07 -05:00

password_resets

Improve password reset flow, normalize translations

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

passwords

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

plaid_items

Basic Plaid Integration (#1433)

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

properties

Account Activity View + Account Forms (#1406)

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

pwa

Initial commit

2024-02-02 09:05:04 -06:00

registrations

Fix registration fails silently when there are errors (#1455)

2024-11-11 09:41:17 -05:00

securities

Improve account transaction, trade, and valuation editing and sync experience (#1506)

2024-11-27 16:01:50 -05:00

sessions

User Onboarding + Bug Fixes (#1352)

2024-10-23 11:20:55 -04:00

settings

Make transaction enrichment opt-in for all users (#1552)

2024-12-17 09:58:08 -05:00

shared

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

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

tag/deletions

Allow user to add buy and sell trade transactions for investment accounts (#1066)

2024-08-09 11:22:57 -04:00

tags

Beta Testing Round 3 Bug Fixes (#1357)

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

transactions

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

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

transfers

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

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

vehicles

Account Activity View + Account Forms (#1406)

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