Mark Hendriksen 5f97f2fc4d Add new date format and 10-year period option (#154) ...

Added 'YYYYMMDD' to supported date formats in Family model.
Introduced a 'last_10_years' period option in Period model with appropriate labels and date range.

2025-09-22 09:21:06 +02:00

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account

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

assistant

Fix transactions tool call for chat

2025-07-24 14:09:30 -04:00

balance

Use new balance components in activity feed (#2511)

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

balance_sheet

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

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

chat

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concerns

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

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

demo

First quick Sure rebrand (#74)

2025-08-05 23:35:01 +02:00

exchange_rate

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

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

family

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

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

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

plaid_entry

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plaid_item

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provider

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

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

rule

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

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

security

Remove Synth Finance references (#47)

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

simplefin_account

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

simplefin_item

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

tool_call

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trade

Remove Synth Finance references (#47)

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

transaction

[claudesquad] update from 'totals-rounding-and-sum' on 23 Jul 25 18:30 EDT (#2514)

2025-07-23 18:37:05 -04:00

transfer

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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.rb

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

address.rb

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api_key.rb

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application_record.rb

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assistant_message.rb

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assistant.rb

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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

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budget.rb

Fix budget navigation to allow selecting previous months

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

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

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

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

entryable.rb

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

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

exchange_rate.rb

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family_export.rb

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

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

family_merchant.rb

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family.rb

Add new date format and 10-year period option (#154)

2025-09-22 09:21:06 +02:00

holding.rb

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impersonation_session_log.rb

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impersonation_session.rb

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import.rb

Fix import reverts

2025-07-24 11:41:42 -04:00

income_statement.rb

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

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

investment.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -04:00

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

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other_asset.rb

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other_liability.rb

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period.rb

Add new date format and 10-year period option (#154)

2025-09-22 09:21:06 +02:00

plaid_account.rb

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plaid_item.rb

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property.rb

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

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

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

Remove Synth Finance references (#47)

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

series.rb

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session.rb

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setting.rb

feat: Add Brand Fetch logo link for logos (see #43) (#99)

2025-08-11 22:34:54 +02:00

simplefin_account.rb

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

simplefin_item.rb

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

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

Centralize entry naming (#2454)

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

transaction_import.rb

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transaction.rb

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transfer.rb

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trend.rb

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user_message.rb

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user.rb

Add OpenAI token configuration to self-hosting settings (#122)

2025-08-23 08:04:59 +02:00

valuation.rb

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

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

vehicle.rb

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