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52333e3fa69d61fb69f329fadec9899393fa88b6
sure/app/models
History
Zach Gollwitzer 52333e3fa6 Add reconciliation manager (#2459) 
* Add reconciliation manager

* Fix notes editing
2025-07-16 11:31:47 -04:00
..
account
Add reconciliation manager (#2459)
2025-07-16 11:31:47 -04:00
assistant
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
balance
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
balance_sheet
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
chat
…
concerns
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
demo
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
exchange_rate
Fix provider guards for start price
2025-05-19 15:19:41 -04:00
family
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -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
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -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
Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.
2025-06-01 06:37:46 -05:00
rule
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
security
fix(models): use self.id (#2410)
2025-06-24 11:15:28 -04:00
tool_call
…
trade
Centralize entry naming (#2454)
2025-07-10 18:40:38 -04:00
transaction
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -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
Add reconciliation manager (#2459)
2025-07-16 11:31:47 -04:00
address.rb
…
api_key.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
application_record.rb
…
assistant_message.rb
…
assistant.rb
…
balance_sheet.rb
Balance sheet cache layer, non-blocking sync UI (#2356)
2025-06-10 18:20:06 -04:00
balance.rb
…
budget_category.rb
feature(dark mode): misc design fixes (#2215)
2025-05-07 09:26:06 -04:00
budget.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
category.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
chat.rb
…
credit_card.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
…
current.rb
…
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
…
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
…
family_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -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_session.rb
…
import.rb
Auto sync preference, max limit on account CSV imports (#2259)
2025-05-18 15:02:51 -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
…
invite_code.rb
…
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
…
merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
message.rb
…
mint_import.rb
…
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
…
other_liability.rb
…
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
…
rule.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
security.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
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
…
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
…
tagging.rb
…
tool_call.rb
…
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
…
user_message.rb
…
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
…