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

..

account

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

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

accounts

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

application

Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)

2024-10-02 14:02:17 -04:00

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

User Onboarding + Bug Fixes (#1352)

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

imports

User Onboarding + Bug Fixes (#1352)

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

investments

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

invitation_mailer

Improve password reset flow, normalize translations

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

invitations

Improve password reset flow, normalize translations

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

invite_codes

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

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

layout

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

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

loans

Basic Plaid Integration (#1433)

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

merchants

Beta Testing Round 3 Bug Fixes (#1357)

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

onboardings

User Onboarding + Bug Fixes (#1352)

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

other_assets

Basic Plaid Integration (#1433)

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

other_liabilities

Basic Plaid Integration (#1433)

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

pages

User Onboarding + Bug Fixes (#1352)

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

password_mailer

i18n linter

2024-10-09 09:16:15 -05:00

password_resets

Improve password reset flow, normalize translations

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

passwords

Start I18n Internationalization setup (#276)

2024-02-06 11:58:17 -06:00

plaid_items

Basic Plaid Integration (#1433)

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

properties

Basic Plaid Integration (#1433)

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

registrations

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -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

Plaid portfolio sync algorithm and calculation improvements (#1526)

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

tag/deletions

Account namespace updates: part 4 (transfers, singular namespacing) (#896)

2024-06-20 13:32:44 -04:00

tags

Beta Testing Round 3 Bug Fixes (#1357)

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

transactions

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

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

transfers

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

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

upgrades

Add zero-config self hosting on Render (#612)

2024-04-13 09:28:45 -04:00

users

User Onboarding + Bug Fixes (#1352)

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

vehicles

Basic Plaid Integration (#1433)

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