Josh Pigford 7ba9063e04 feat: Add institution details to Plaid items (#1816) ...

* feat: Add institution details to Plaid items

- Fetch and store institution URL, ID, and primary color for Plaid items
- Update PlaidItem model to retrieve and save institution metadata
- Add new method in Plaid provider to get institution details
- Update account logo view to use institution domain for logo generation

* Add institution domain method to Account model

- Extract institution domain logic from view to Account model
- Simplify logo view by using new institution_domain method
- Improve code reusability and separation of concerns

2025-02-06 08:57:24 -06:00

..

account

Add scope to filter transactions from active accounts (#1810)

2025-02-05 11:52:44 -06:00

concerns

Fix EU plaid flow (#1761)

2025-01-31 17:04:26 -05:00

demo

Improve speed of transactions page (#1752)

2025-01-31 19:08:21 -05:00

exchange_rate

Rescue RecordNotUnique

2024-10-17 09:52:06 -05:00

import

Basic Plaid Integration (#1433)

2024-11-15 13:49:37 -05:00

issue

Remove missing prices issue (#1390)

2024-10-29 14:55:46 -04:00

provider

feat: Add institution details to Plaid items (#1816)

2025-02-06 08:57:24 -06:00

security

Improve account transaction, trade, and valuation editing and sync experience (#1506)

2024-11-27 16:01:50 -05:00

time_series

Account Activity View + Account Forms (#1406)

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

upgrader

Fix auto upgrade logic (#758)

2024-05-17 17:25:15 -04:00

account_import.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -04:00

account.rb

feat: Add institution details to Plaid items (#1816)

2025-02-06 08:57:24 -06:00

address.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

application_record.rb

Initial commit

2024-02-02 09:05:04 -06:00

budget_category.rb

Budgeting V1 (#1609)

2025-01-16 14:36:37 -05:00

budget.rb

fix: Save completely allocated budget (#1811)

2025-02-05 13:20:19 -05:00

budgeting_stats.rb

Budgeting V1 (#1609)

2025-01-16 14:36:37 -05:00

category_stats.rb

Budgeting V1 (#1609)

2025-01-16 14:36:37 -05:00

category.rb

Ensure Consistent Category Colors (#1722)

2025-01-30 16:49:31 -05:00

credit_card.rb

Account Activity View + Account Forms (#1406)

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

crypto.rb

Account Activity View + Account Forms (#1406)

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

current.rb

Impersonation (#1325)

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

depository.rb

Account Activity View + Account Forms (#1406)

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

exchange_rate.rb

Fetch exchange rates in bulk from synth (#1069)

2024-08-09 10:57:33 -04:00

family.rb

Split family and Plaid item syncs into multiple jobs (#1799)

2025-02-04 14:22:44 -05:00

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

Preserve negative sign on raw CSV values

2024-10-10 18:57:00 -04:00

investment.rb

Plaid sync tests and multi-currency investment support (#1531)

2024-12-12 08:56:52 -05:00

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

issue.rb

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

2024-08-16 12:13:48 -04:00

loan.rb

Account Activity View + Account Forms (#1406)

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

measurement.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

merchant.rb

Beta Testing Round 3 Bug Fixes (#1357)

2024-10-24 11:02:27 -04:00

mint_import.rb

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

other_asset.rb

Account Activity View + Account Forms (#1406)

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

other_liability.rb

Account Activity View + Account Forms (#1406)

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

period.rb

Added more periods (#1714)

2025-01-27 13:03:15 -05:00

plaid_account.rb

Transfer and Payment auto-matching, model and UI improvements (#1585)

2025-01-07 09:41:24 -05:00

plaid_investment_sync.rb

Transfer and Payment auto-matching, model and UI improvements (#1585)

2025-01-07 09:41:24 -05:00

plaid_item.rb

feat: Add institution details to Plaid items (#1816)

2025-02-06 08:57:24 -06:00

property.rb

Add cabin / cottage as a property type (#1658)

2025-01-27 13:04:36 -05:00

rejected_transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

security.rb

Improve account transaction, trade, and valuation editing and sync experience (#1506)

2024-11-27 16:01:50 -05:00

session.rb

Impersonation (#1325)

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

setting.rb

Allow users to update their email address (#1745)

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

stock_exchange.rb

Stock imports (#1363)

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

sync.rb

feat: Save error backtrace for sync errors for better debugging (#1578)

2024-12-30 10:04:05 -05:00

tag.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

tagging.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

time_series.rb

Adjust queues to prioritize account syncs (#1682)

2025-01-24 13:39:08 -05:00

trade_import.rb

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

transaction_import.rb

Basic trade and holdings view (#1271)

2024-10-09 14:59:18 -04:00

transfer.rb

Add RejectedTransfer model, simplify auto matching (#1690)

2025-01-27 16:56:46 -05:00

upgrader.rb

Add zero-config self hosting on Render (#612)

2024-04-13 09:28:45 -04:00

user.rb

Increase profile image size limit

2025-02-05 12:04:24 -06:00

value_group.rb

Fix group trend color (#1277)

2024-10-09 18:20:45 -04:00

vehicle.rb

Account Activity View + Account Forms (#1406)

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