Sholom Ber 4f6b738bb6 Refactor SimpleFin controller to use model method ...

- Move SimpleFin item creation logic from controller to Family#create_simplefin_item!
- Remove duplication between controller and model
- Simplify controller to focus on web request/response handling
- Remove unused simplefin_provider method
- Follow Rails best practices for fat models, skinny controllers

2025-08-07 16:02:44 -04:00

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api/v1

Relax API rate limits for self-hosted deployments (#2465)

2025-07-23 10:10:11 -04:00

category

New Design System + Codebase Refresh (#1823)

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

concerns

Consolidate and simplify account pages (#2462)

2025-07-18 05:52:18 -04:00

import

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

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

settings

Remove Synth Finance references (#47)

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

tag

New Design System + Codebase Refresh (#1823)

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

transactions

Account:: namespace simplifications and cleanup (#2110)

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

accountable_sparklines_controller.rb

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

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

accounts_controller.rb

Add SimpleFin controllers and routing

2025-08-07 12:40:01 -04:00

application_controller.rb

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

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

budget_categories_controller.rb

Account:: namespace simplifications and cleanup (#2110)

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

budgets_controller.rb

Add breadcrumbs support across application (#1897)

2025-02-25 10:14:07 -06:00

categories_controller.rb

Transaction rules engine V1 (#1900)

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

chats_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

cookie_sessions_controller.rb

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

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

credit_cards_controller.rb

Account Activity View + Account Forms (#1406)

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

cryptos_controller.rb

Account Activity View + Account Forms (#1406)

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

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

current_sessions_controller.rb

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

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

depositories_controller.rb

Account Activity View + Account Forms (#1406)

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

email_confirmations_controller.rb

Allow users to update their email address (#1745)

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

family_exports_controller.rb

Data exports (#2517)

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

family_merchants_controller.rb

Fix merchant editing (#2349)

2025-06-09 10:50:56 -04:00

holdings_controller.rb

Account:: namespace simplifications and cleanup (#2110)

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

impersonation_sessions_controller.rb

Impersonation (#1325)

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

imports_controller.rb

Auto sync preference, max limit on account CSV imports (#2259)

2025-05-18 15:02:51 -04:00

investments_controller.rb

Account Activity View + Account Forms (#1406)

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

invitations_controller.rb

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

invite_codes_controller.rb

fix: Only admins can generate invite codes (#1611)

2025-01-23 20:47:51 -05:00

loans_controller.rb

loan: Set the first valuation as the original principal. (#2088)

2025-04-14 09:09:25 -04:00

lookbooks_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

messages_controller.rb

Personal finance AI (v1) (#2022)

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

mfa_controller.rb

Logger cleanup

2025-03-05 13:44:56 -06:00

onboardings_controller.rb

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

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

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

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

pages_controller.rb

First quick Sure rebrand (#74)

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

password_resets_controller.rb

Improve password reset flow, normalize translations

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

passwords_controller.rb

Rubocop updates (#1118)

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

plaid_items_controller.rb

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

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

properties_controller.rb

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

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

registrations_controller.rb

Feature: Implement Mobile Responsiveness (#2092)

2025-04-18 08:23:10 -05:00

rules_controller.rb

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

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

securities_controller.rb

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

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

sessions_controller.rb

Logger cleanup

2025-03-05 13:44:56 -06:00

simplefin_items_controller.rb

Refactor SimpleFin controller to use model method

2025-08-07 16:02:44 -04:00

subscriptions_controller.rb

Subscription tests and domain (#2209)

2025-05-06 14:05:21 -04:00

tags_controller.rb

Add ability to delete all tags (#2200)

2025-05-05 12:43:46 -04:00

trades_controller.rb

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

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

transaction_categories_controller.rb

Transaction rules engine V1 (#1900)

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

transactions_controller.rb

[claudesquad] update from 'transaction-page-filter-tweaks' on 23 Jul 25 18:27 EDT (#2513)

2025-07-23 18:37:31 -04:00

transfer_matches_controller.rb

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

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

transfers_controller.rb

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

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

users_controller.rb

New onboarding, trials, Stripe integration (#2185)

2025-05-01 16:47:14 -04:00

valuations_controller.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -04:00

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

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

webhooks_controller.rb

Plaid webhook processor

2025-05-24 18:33:59 -04:00