soky srm ebcd6360fd Add support for manual recurring transaction creation (#311) ...

* Support manual recurring

* Automatic variance calc

* Automatic variance update

* Tooltip for manual

* Review

* Fix variance calculations

Manual recurring updates collapse occurrence tracking when amounts repeat

* Proper Bigdecimal calcs

* Fix n+1 query

* Nicer UI errors.

* Style

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

2025-11-14 00:31:12 +01:00

..

account

Add transaction dedup support for CSV imports (#304)

2025-11-10 12:09:22 +01:00

assistant

Providers factory (#250)

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

balance

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

balance_sheet

Localization for an accountable group and sidebar (#257)

2025-11-01 10:15:33 +01:00

chat

Personal finance AI (v1) (#2022)

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

concerns

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

demo

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

exchange_rate

feat: Add Twelve Data provider for exchange rates and securities (#2)

2025-07-31 23:31:37 +02:00

family

Avoid auto-categorizing without user categories (#261)

2025-11-01 10:15:56 +01:00

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

More rebranding changes (#159)

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

income_statement

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

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

lunchflow_account

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

lunchflow_entry

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

lunchflow_item

Fixes & Improvements (#316)

2025-11-11 19:51:07 +01:00

plaid_account

Providers factory (#250)

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

plaid_entry

Providers factory (#250)

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

plaid_item

Lazy load Plaid link tokens, fix link issues on broadcast (#2302)

2025-05-25 08:12:54 -04:00

provider

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

recurring_transaction

Add support for manual recurring transaction creation (#311)

2025-11-14 00:31:12 +01:00

rule

Rules: Alphabetize <select>s in new rule form (#280)

2025-11-04 23:15:35 +01:00

security

More rebranding changes (#159)

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

simplefin_account

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

simplefin_entry

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

simplefin_item

Simplefin sync improvements (#240)

2025-10-26 15:50:45 +01:00

tool_call

Implement support for generic OpenAI api (#213)

2025-10-22 16:02:50 +02:00

trade

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

transaction

Fix rounding issue (#226)

2025-10-24 20:41:33 +02:00

transfer

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

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

valuation

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_import.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_order.rb

Add customizable menu order for user accounts (#44)

2025-08-11 22:58:44 +02:00

account_provider.rb

Providers factory (#250)

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

account.rb

Providers factory (#250)

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

address.rb

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

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

api_key.rb

Add secure OAuth2-based mobile authentication

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

application_record.rb

Initial commit

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

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

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

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

balance_sheet.rb

Add customizable menu order for user accounts (#44)

2025-08-11 22:58:44 +02:00

balance.rb

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

budget_category.rb

budget_category: Drop override of subcategory? (#310)

2025-11-10 14:35:18 +01:00

budget.rb

Fix budget navigation to allow selecting previous months

2025-07-23 18:26:04 -04:00

category.rb

Category improvements (#232)

2025-10-24 19:39:42 +02:00

chat.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

credit_card.rb

Plaid sync domain improvements (#2267)

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

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

Lunchflow integration (#259)

2025-10-30 14:07:16 +01:00

depository.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -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

Providers factory (#250)

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

entryable.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

exchange_rate.rb

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

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

family_export.rb

More rebranding changes (#159)

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

family_merchant.rb

Transaction rules engine V1 (#1900)

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

family.rb

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

holding.rb

Providers factory (#250)

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

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

Add transaction dedup support for CSV imports (#304)

2025-11-10 12:09:22 +01:00

income_statement.rb

Lunchflow integration (#259)

2025-10-30 14:07:16 +01:00

investment.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -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

llm_usage.rb

LLM cost estimation (#223)

2025-10-24 00:08:59 +02:00

loan.rb

Plaid sync domain improvements (#2267)

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

lunchflow_account.rb

Remove plaid initialiser (#317)

2025-11-12 16:01:19 +01:00

lunchflow_item.rb

Lunchflow fix (#307)

2025-11-10 21:32:55 +01:00

market_data_importer.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

measurement.rb

Vehicle view (#1117)

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

merchant.rb

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

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

mobile_device.rb

More rebranding changes (#159)

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

oidc_identity.rb

Eliminate code duplication in OIDC identity creation (#230)

2025-10-25 22:23:28 +02:00

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

Add 'all_time' period option to Period model (#279)

2025-11-10 23:07:07 +01:00

plaid_account.rb

Providers factory (#250)

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

plaid_item.rb

Lunch flow improvements (#268)

2025-10-31 13:29:44 +01:00

property.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

provider_merchant.rb

Lunchflow integration (#259)

2025-10-30 14:07:16 +01:00

provider.rb

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

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

recurring_transaction.rb

Add support for manual recurring transaction creation (#311)

2025-11-14 00:31:12 +01:00

rejected_transfer.rb

Account:: namespace simplifications and cleanup (#2110)

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

rule.rb

Improve rules - add name, allow sorting, improve UI (#2177)

2025-05-13 15:53:13 -04:00

security.rb

Remove Synth Finance references (#47)

2025-08-02 00:28:55 +02:00

series.rb

Remove trend initialization from Series model to streamline value calculations.

2025-05-26 18:59:07 -05:00

session.rb

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

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

setting.rb

Fixes & Improvements (#316)

2025-11-11 19:51:07 +01:00

simplefin_account.rb

Providers factory (#250)

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

simplefin_item.rb

Simplefin sync improvements (#240)

2025-10-26 15:50:45 +01:00

subscription.rb

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

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

sync.rb

Fix SimpleFin investment holdings and comprehensive integration improvements (#104)

2025-10-22 19:51:24 +02:00

tag.rb

Account:: namespace simplifications and cleanup (#2110)

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

tagging.rb

Create tagging system (#792)

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

tool_call.rb

Personal finance AI (v1) (#2022)

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

trade_import.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

trade.rb

Centralize entry naming (#2454)

2025-07-10 18:40:38 -04:00

transaction_import.rb

Add transaction dedup support for CSV imports (#304)

2025-11-10 12:09:22 +01:00

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

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

Confirmation Emails: Add way to resend (#287)

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

valuation.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

vehicle.rb

Account:: namespace simplifications and cleanup (#2110)

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