Alex Hatzenbuhler 60c3a04a48 Add rule option to change transaction name (#2175) ...

* Add change name rule for transaction

* Use HTML template in the ERB, clone and inject those templates from the stimulus controller

* Put back the ai_enabled check

* Update docs

* Example of what no case statement would look like

* Remove action_type and needs_value now that controller is injecting templates/hiding action target

* add "to" to template, improve no-option selection, ensure text box is cleared

2025-05-06 12:11:56 -04:00

..

account

Match Plaid holding values on current day (#2212)

2025-05-06 09:25:49 -04:00

assistant

Match Plaid holding values on current day (#2212)

2025-05-06 09:25:49 -04:00

balance

Account:: namespace simplifications and cleanup (#2110)

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

chat

Personal finance AI (v1) (#2022)

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

concerns

Add nice formatting for subtypes on account list (#2138)

2025-04-22 14:10:50 -04:00

demo

New onboarding, trials, Stripe integration (#2185)

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

exchange_rate

Personal finance AI (v1) (#2022)

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

family

Transaction rules engine V1 (#1900)

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

holding

Match Plaid holding values on current day (#2212)

2025-05-06 09:25:49 -04:00

import

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

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

income_statement

Account:: namespace simplifications and cleanup (#2110)

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

plaid_item

Transaction rules engine V1 (#1900)

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

provider

Fix event processor api

2025-05-02 12:05:50 -04:00

rule

Add rule option to change transaction name (#2175)

2025-05-06 12:11:56 -04:00

security

provider: Ensure data provider exist before fetching for price. (#2045)

2025-04-04 12:14:28 -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

transaction

Transaction rules engine V1 (#1900)

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

account_import.rb

Account:: namespace simplifications and cleanup (#2110)

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

account.rb

Enhance institution_domain method in Account model

2025-05-01 18:52:09 -05:00

address.rb

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

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

application_record.rb

…

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

Match Plaid holding values on current day (#2212)

2025-05-06 09:25:49 -04:00

balance.rb

Account:: namespace simplifications and cleanup (#2110)

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

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

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

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

data_enrichment.rb

Transaction rules engine V1 (#1900)

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

depository.rb

Add nice formatting for subtypes on account list (#2138)

2025-04-22 14:10:50 -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

Transaction rules engine V1 (#1900)

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

entryable.rb

Transaction rules engine V1 (#1900)

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

exchange_rate.rb

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

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

family_merchant.rb

Transaction rules engine V1 (#1900)

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

family.rb

New onboarding, trials, Stripe integration (#2185)

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

holding.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -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

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

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

income_statement.rb

Fix incorrect totals calculation when family has loan payments (#1984)

2025-03-11 12:37:57 -04:00

investment.rb

Add nice formatting for subtypes on account list (#2138)

2025-04-22 14:10:50 -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

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

2025-04-14 09:09:25 -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

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

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

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

plaid_account.rb

Transaction rules engine V1 (#1900)

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

plaid_investment_sync.rb

Account:: namespace simplifications and cleanup (#2110)

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

plaid_item.rb

Transaction rules engine V1 (#1900)

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

property.rb

Add nice formatting for subtypes on account list (#2138)

2025-04-22 14:10:50 -04:00

provider_merchant.rb

Transaction rules engine V1 (#1900)

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

provider.rb

Use faraday retry, move retry logic to concrete provider level (#2042)

2025-04-01 08:41:49 -04:00

rejected_transfer.rb

Account:: namespace simplifications and cleanup (#2110)

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

rule.rb

Transaction rules engine V1 (#1900)

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

security.rb

Account:: namespace simplifications and cleanup (#2110)

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

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

Personal finance AI (v1) (#2022)

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

stock_exchange.rb

Stock imports (#1363)

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

sync.rb

Add tags to sync failures

2025-04-28 15:54:12 -04:00

tag.rb

Account:: namespace simplifications and cleanup (#2110)

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

tagging.rb

…

tool_call.rb

Personal finance AI (v1) (#2022)

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

trade_builder.rb

Transaction rules engine V1 (#1900)

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

trade_import.rb

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

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

trade.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -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

Transaction rules engine V1 (#1900)

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

transfer.rb

Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation

2025-04-30 14:20:09 -05:00

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

Onboarding redirect tests and trial status bar (#2197)

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

valuation.rb

Account:: namespace simplifications and cleanup (#2110)

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

vehicle.rb

Account:: namespace simplifications and cleanup (#2110)

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