Zach Gollwitzer 1aae00f586 perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) ...

* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code

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

..

active_storage

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

files

Escape quotations in CSV imports properly (#1929)

2025-02-28 12:21:07 -05:00

import

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

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

rule

Transaction rules engine V1 (#1900)

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

security

First pass at security price reference (#1388)

2024-10-29 15:37:59 -04:00

accounts.yml

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

addresses.yml

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

api_keys.yml

Add comprehensive API v1 with OAuth and API key authentication (#2389)

2025-06-17 15:57:05 -05:00

balances.yml

Account:: namespace simplifications and cleanup (#2110)

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

budgets.yml

Budgeting V1 (#1609)

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

categories.yml

Nested Categories (#1561)

2024-12-20 11:37:26 -05:00

chats.yml

Personal finance AI (v1) (#2022)

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

credit_cards.yml

Add loan and credit card views (#1268)

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

cryptos.yml

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

depositories.yml

Basic Plaid Integration (#1433)

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

entries.yml

Account:: namespace simplifications and cleanup (#2110)

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

exchange_rates.yml

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

families.yml

Propagate child sync errors up to parent, fix sync status (#2232)

2025-05-09 14:56:49 -04:00

holdings.yml

Account:: namespace simplifications and cleanup (#2110)

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

impersonation_session_logs.yml

Impersonation (#1325)

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

impersonation_sessions.yml

Impersonation (#1325)

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

imports.yml

Add exchange and currency fields to trade imports (#1822)

2025-02-24 10:00:24 -05:00

investments.yml

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

invitations.yml

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

loans.yml

Add loan and credit card views (#1268)

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

merchants.yml

Transaction rules engine V1 (#1900)

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

messages.yml

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

mobile_devices.yml

Add secure OAuth2-based mobile authentication

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

other_assets.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

other_liabilities.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

plaid_accounts.yml

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

plaid_items.yml

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

properties.yml

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

rules.yml

Transaction rules engine V1 (#1900)

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

securities.yml

Enhance security information retrieval and handling (#1826)

2025-02-11 10:40:30 -06:00

sessions.yml

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

subscriptions.yml

Subscription tests and domain (#2209)

2025-05-06 14:05:21 -04:00

syncs.yml

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

taggings.yml

Account:: namespace simplifications and cleanup (#2110)

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

tags.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

tool_calls.yml

Personal finance AI (v1) (#2022)

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

trades.yml

Account:: namespace simplifications and cleanup (#2110)

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

transactions.yml

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

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

transfers.yml

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

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

users.yml

Subscription tests and domain (#2209)

2025-05-06 14:05:21 -04:00

valuations.yml

Account:: namespace simplifications and cleanup (#2110)

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

vehicles.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00