Sholom Ber 00cb130ef0 Remove unused SimpleFin account type mapping logic ...

- Remove map_simplefin_type_to_accountable_type method (no longer needed)
- Remove create_from_simplefin_account method (manual setup only)
- Simplify account type selection UI to not pre-select defaults
- Update processor to log error if account missing (safety check)
- All account creation now goes through manual user selection flow

2025-08-07 15:38:26 -04:00

..

account

Update core models for SimpleFin integration

2025-08-07 12:39:47 -04:00

assistant

Fix transactions tool call for chat

2025-07-24 14:09:30 -04:00

balance

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

balance_sheet

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

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

chat

Personal finance AI (v1) (#2022)

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

concerns

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

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

demo

First quick Sure rebrand (#74)

2025-08-05 23:35:01 +02:00

exchange_rate

feat: Add Twelve Data provider for exchange rates and securities (#2)

2025-07-31 23:31:37 +02:00

family

Implement SimpleFin API client and data models

2025-08-07 12:39:29 -04:00

holding

Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)

2025-06-26 16:57:17 -04:00

import

Feature: Add "amount type" configuration column for CSV imports (#1947)

2025-04-18 10:48:10 -04:00

income_statement

Separate exclude and one-time transaction handling (#2400)

2025-06-20 17:10:36 -04:00

plaid_account

Add auto-update strategies for current balance on manual accounts (#2460)

2025-07-17 06:49:56 -04:00

plaid_entry

Plaid sync domain improvements (#2267)

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

plaid_item

Lazy load Plaid link tokens, fix link issues on broadcast (#2302)

2025-05-25 08:12:54 -04:00

provider

Update SimpleFin User-Agent to use Sure Finance branding

2025-08-07 15:33:33 -04:00

rule

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

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

security

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

simplefin_account

Remove unused SimpleFin account type mapping logic

2025-08-07 15:38:26 -04:00

simplefin_item

Fix SimpleFin integration bugs and improve code quality

2025-08-07 15:20:27 -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

trade

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

transaction

[claudesquad] update from 'totals-rounding-and-sum' on 23 Jul 25 18:30 EDT (#2514)

2025-07-23 18:37:05 -04:00

transfer

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

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

valuation

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

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

account_import.rb

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

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

account.rb

Remove unused SimpleFin account type mapping logic

2025-08-07 15:38:26 -04:00

address.rb

Fix: No comma when locality is empty (small fix) (#2111)

2025-04-16 20:26:45 -05:00

api_key.rb

Add secure OAuth2-based mobile authentication

2025-06-18 08:20:22 -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

feat: sort accounts by name in main page (#19)

2025-07-29 06:27:49 +02:00

balance.rb

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

budget_category.rb

feature(dark mode): misc design fixes (#2215)

2025-05-07 09:26:06 -04:00

budget.rb

Fix budget navigation to allow selecting previous months

2025-07-23 18:26:04 -04:00

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

Plaid sync domain improvements (#2267)

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

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

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -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

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

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

entryable.rb

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

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

exchange_rate.rb

Data provider simplification, tests, and documentation (#1997)

2025-03-17 11:54:53 -04:00

family_export.rb

Data exports (#2517)

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

family_merchant.rb

Transaction rules engine V1 (#1900)

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

family.rb

Update core models for SimpleFin integration

2025-08-07 12:39:47 -04:00

holding.rb

holding: Add multi-currency support for average costs calculations. (#2153)

2025-05-06 12:12:44 -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

Fix import reverts

2025-07-24 11:41:42 -04:00

income_statement.rb

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

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

investment.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -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

Plaid sync domain improvements (#2267)

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

market_data_importer.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -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

mobile_device.rb

Fix linting issues and update API key test for source validation

2025-06-18 08:28:32 -05:00

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

Fix chart timezone bug (#2224)

2025-05-07 22:19:09 -04:00

plaid_account.rb

Plaid sync domain improvements (#2267)

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

plaid_item.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

property.rb

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

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

provider_merchant.rb

Transaction rules engine V1 (#1900)

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

provider.rb

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

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

rejected_transfer.rb

Account:: namespace simplifications and cleanup (#2110)

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

rule.rb

Improve rules - add name, allow sorting, improve UI (#2177)

2025-05-13 15:53:13 -04:00

security.rb

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

series.rb

Remove trend initialization from Series model to streamline value calculations.

2025-05-26 18:59:07 -05:00

session.rb

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

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

setting.rb

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

simplefin_account.rb

Fix SimpleFin integration bugs and improve code quality

2025-08-07 15:20:27 -04:00

simplefin_item.rb

Implement SimpleFin API client and data models

2025-08-07 12:39:29 -04:00

subscription.rb

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

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

sync.rb

Fix race condition in sync status monitor (#2412)

2025-06-25 15:23:15 -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_import.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

trade.rb

Centralize entry naming (#2454)

2025-07-10 18:40:38 -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

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

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

transfer.rb

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

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

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

Add secure OAuth2-based mobile authentication

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

valuation.rb

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

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

vehicle.rb

Account:: namespace simplifications and cleanup (#2110)

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