Zach Gollwitzer 381e39bea8 Fix: Purge stale holdings from accounts during sync (#1954) ...

* Fix: Purge stale holdings from accounts during sync

* Fix typo

* Prevent Plaid holding deletions

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

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account

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

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

concerns

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

demo

Fix parent category sums in budget (#1894)

2025-02-24 12:51:13 -05:00

exchange_rate

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

family

New Design System + Codebase Refresh (#1823)

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

import

Account-level import configuration templates (#1946)

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

income_statement

New Design System + Codebase Refresh (#1823)

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

issue

Remove missing prices issue (#1390)

2024-10-29 14:55:46 -04:00

provider

Add exchange and currency fields to trade imports (#1822)

2025-02-24 10:00:24 -05:00

security

Fix ticker filling when Synth is connected (#1950)

2025-03-05 09:30:47 -05:00

upgrader

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

account_import.rb

…

account.rb

New Design System + Codebase Refresh (#1823)

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

address.rb

…

application_record.rb

…

balance_sheet.rb

New Design System + Codebase Refresh (#1823)

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

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

Add new category flow (#1857)

2025-02-24 11:08:05 -05:00

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

…

depository.rb

New Design System + Codebase Refresh (#1823)

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

exchange_rate.rb

…

family.rb

Allow CSV imports to be configured with single or multi-account mode (#1943)

2025-03-03 12:47:30 -05:00

impersonation_session_log.rb

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impersonation_session.rb

…

import.rb

Account-level import configuration templates (#1946)

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

income_statement.rb

Fix parent category sums in budget (#1894)

2025-02-24 12:51:13 -05:00

investment.rb

New Design System + Codebase Refresh (#1823)

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

invitation.rb

Fix duplicate invites (#1437)

2024-11-08 09:58:35 -06:00

invite_code.rb

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issue.rb

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loan.rb

New Design System + Codebase Refresh (#1823)

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

measurement.rb

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merchant.rb

…

mint_import.rb

…

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

Adjust graph intervals to show more data

2025-03-05 10:20:02 -05:00

plaid_account.rb

New Design System + Codebase Refresh (#1823)

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

plaid_investment_sync.rb

Enhance security information retrieval and handling (#1826)

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

plaid_item.rb

Enhance Plaid connection management with re-authentication and error handling (#1854)

2025-02-12 12:59:35 -06:00

property.rb

New Design System + Codebase Refresh (#1823)

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

rejected_transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

security.rb

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

2025-02-28 11:35:10 -05:00

series.rb

New Design System + Codebase Refresh (#1823)

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

session.rb

…

setting.rb

Allow users to update their email address (#1745)

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

stock_exchange.rb

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sync.rb

feat: Save error backtrace for sync errors for better debugging (#1578)

2024-12-30 10:04:05 -05:00

tag.rb

…

tagging.rb

…

trade_import.rb

Allow CSV imports to be configured with single or multi-account mode (#1943)

2025-03-03 12:47:30 -05:00

transaction_import.rb

Allow CSV imports to be configured with single or multi-account mode (#1943)

2025-03-03 12:47:30 -05:00

transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

trend.rb

New Design System + Codebase Refresh (#1823)

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

upgrader.rb

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user.rb

Multi-factor authentication (#1817)

2025-02-06 14:16:53 -06:00

vehicle.rb

New Design System + Codebase Refresh (#1823)

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