Matthew Kilpatrick 68864b1fdb Add instituion details & notes to Account model (#481) ...

- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields

2025-12-24 00:59:50 +01:00

..

api/v1

Add categories endpoint in API (#460)

2025-12-17 15:00:01 +01:00

category

New Design System + Codebase Refresh (#1823)

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

concerns

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

import

Handle missing category import headers and accept name* (#487)

2025-12-22 20:41:37 +01:00

settings

Small llms improvements (#400)

2025-12-07 18:11:34 +01:00

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

Initial enable banking implementation (#382)

2025-11-29 13:31:08 +01:00

application_controller.rb

Demo warning in /chat UI (#466)

2025-12-19 16:30:21 +01:00

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

enable_banking_items_controller.rb

Fix Broken Account Re-linking Feature (#469)

2025-12-20 21:18:55 +01:00

family_exports_controller.rb

Reorganize Settings sections + add LLM model/prompt configs (#116)

2025-08-22 20:43:24 +02:00

family_merchants_controller.rb

Display provider merchants alongside family merchants (#418)

2025-12-05 22:15:07 +01:00

holdings_controller.rb

Providers factory (#250)

2025-10-28 19:32:27 +01:00

impersonation_sessions_controller.rb

Impersonation (#1325)

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

imports_controller.rb

Reorganize Settings sections + add LLM model/prompt configs (#116)

2025-08-22 20:43:24 +02:00

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

Add ability to delete invite codes (#153)

2025-09-22 09:29:23 +02:00

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

lunchflow_items_controller.rb

Improvements (#379)

2025-11-25 20:21:29 +01:00

messages_controller.rb

Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)

2025-10-24 12:04:19 +02:00

mfa_controller.rb

Logger cleanup

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

oidc_accounts_controller.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

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

fix: Apply right formatting for money values in outflows section (#425)

2025-12-07 15:42:04 +01:00

password_resets_controller.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

passwords_controller.rb

Rubocop updates (#1118)

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

plaid_items_controller.rb

Add support to unlink lunch flow accounts (#318)

2025-11-14 10:42:31 +01:00

properties_controller.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

recurring_transactions_controller.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

registrations_controller.rb

Add onboarding state selector for self-hosted signup (#251)

2025-10-27 21:52:37 +01:00

reports_controller.rb

Highlight current month in trends insights table (#448)

2025-12-13 09:45:36 +01:00

rules_controller.rb

Pre-fill rule suggestion with transaction name and category (#497)

2025-12-24 00:55:23 +01:00

securities_controller.rb

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

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

sessions_controller.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

simplefin_items_controller.rb

Fix Broken Account Re-linking Feature (#469)

2025-12-20 21:18:55 +01:00

subscriptions_controller.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

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

Pre-fill rule suggestion with transaction name and category (#497)

2025-12-24 00:55:23 +01:00

transactions_controller.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

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

Confirmation Emails: Add way to resend (#287)

2025-11-04 23:11:26 +01:00

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