Zach Gollwitzer c5da8ea550 Allow CSV imports to be configured with single or multi-account mode (#1943) ...

* Allow CSV imports to be configured to a single account or multiple accounts

* Initialize import directly from accounts page

* Fix brakeman warnings

* Fix schema

* Fix Synth check

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

..

account

Invert liability graphs to have correct signage (#1928)

2025-02-28 12:17:25 -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

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

2025-03-03 12:47:30 -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

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

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

Beta Testing Round 3 Bug Fixes (#1357)

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

account.rb

New Design System + Codebase Refresh (#1823)

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

address.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

application_record.rb

Initial commit

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

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

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

depository.rb

New Design System + Codebase Refresh (#1823)

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

exchange_rate.rb

Fetch exchange rates in bulk from synth (#1069)

2024-08-09 10:57:33 -04:00

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

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

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

2025-03-03 12:47:30 -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

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

issue.rb

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

2024-08-16 12:13:48 -04:00

loan.rb

New Design System + Codebase Refresh (#1823)

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

measurement.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

merchant.rb

Beta Testing Round 3 Bug Fixes (#1357)

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

mint_import.rb

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

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 time period key conflicts (#1944)

2025-03-03 12:47:20 -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

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

setting.rb

Allow users to update their email address (#1745)

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

stock_exchange.rb

Stock imports (#1363)

2024-10-24 16:36:50 -05:00

sync.rb

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

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

tag.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

tagging.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

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

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

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

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