Zach Gollwitzer e4a82d85e8 Properly handle Plaid investment account transfers (#2420)

2025-06-27 10:50:45 -04:00

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account

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

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

assistant

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

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

balance

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balance_sheet

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

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

chat

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concerns

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

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

demo

perf(income statement): cache income statement queries (#2371)

2025-06-15 10:09:46 -04:00

exchange_rate

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family

transfer: Support transfers of different currencies between accounts. (#2243)

2025-06-25 16:34:18 -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

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income_statement

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

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

plaid_account

Properly handle Plaid investment account transfers (#2420)

2025-06-27 10:50:45 -04:00

plaid_entry

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plaid_item

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provider

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rule

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security

fix(models): use self.id (#2410)

2025-06-24 11:15:28 -04:00

tool_call

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trade

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

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

transaction

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

2025-06-20 17:10:36 -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

account_import.rb

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account.rb

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

address.rb

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api_key.rb

Add secure OAuth2-based mobile authentication

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

application_record.rb

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assistant_message.rb

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assistant.rb

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balance_sheet.rb

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

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

balance.rb

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budget_category.rb

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budget.rb

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category.rb

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chat.rb

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credit_card.rb

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crypto.rb

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current.rb

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data_enrichment.rb

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depository.rb

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developer_message.rb

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entry_search.rb

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entry.rb

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entryable.rb

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exchange_rate.rb

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family_merchant.rb

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family.rb

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

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

holding.rb

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impersonation_session_log.rb

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impersonation_session.rb

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import.rb

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income_statement.rb

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

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

investment.rb

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invitation.rb

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invite_code.rb

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loan.rb

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market_data_importer.rb

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measurement.rb

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merchant.rb

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message.rb

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mint_import.rb

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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

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other_liability.rb

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period.rb

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plaid_account.rb

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plaid_item.rb

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

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

property.rb

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provider_merchant.rb

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provider.rb

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rejected_transfer.rb

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rule.rb

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security.rb

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series.rb

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session.rb

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setting.rb

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subscription.rb

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sync.rb

Fix race condition in sync status monitor (#2412)

2025-06-25 15:23:15 -04:00

tag.rb

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tagging.rb

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tool_call.rb

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trade_import.rb

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trade.rb

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transaction_import.rb

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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

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user_message.rb

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user.rb

Add secure OAuth2-based mobile authentication

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

valuation.rb

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vehicle.rb

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