Zach Gollwitzer f7f6ebb091 Use new balance components in activity feed (#2511) ...

* Balance reconcilations with new components

* Fix materializer and test assumptions

* Fix investment valuation calculations and recon display

* Lint fixes

* Balance series uses new component fields

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

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account

Use new balance components in activity feed (#2511)

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

assistant

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

2025-07-03 09:33:07 -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

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

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

exchange_rate

Fix provider guards for start price

2025-05-19 15:19:41 -04:00

family

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

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

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

Add auto-update strategies for current balance on manual accounts (#2460)

2025-07-17 06:49:56 -04:00

plaid_entry

Plaid sync domain improvements (#2267)

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

plaid_item

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

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

provider

Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.

2025-06-01 06:37:46 -05:00

rule

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

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

security

fix(models): use self.id (#2410)

2025-06-24 11:15:28 -04:00

tool_call

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trade

Centralize entry naming (#2454)

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

transaction

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

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

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.rb

Add auto-update strategies for current balance on manual accounts (#2460)

2025-07-17 06:49:56 -04:00

address.rb

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api_key.rb

Add secure OAuth2-based mobile authentication

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

application_record.rb

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assistant_message.rb

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assistant.rb

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balance_sheet.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

balance.rb

Use new balance components in activity feed (#2511)

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

budget_category.rb

feature(dark mode): misc design fixes (#2215)

2025-05-07 09:26:06 -04:00

budget.rb

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

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

category.rb

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chat.rb

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credit_card.rb

Plaid sync domain improvements (#2267)

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

crypto.rb

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current.rb

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data_enrichment.rb

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depository.rb

Plaid sync domain improvements (#2267)

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

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_merchant.rb

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family.rb

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

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

holding.rb

holding: Add multi-currency support for average costs calculations. (#2153)

2025-05-06 12:12:44 -04:00

impersonation_session_log.rb

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impersonation_session.rb

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import.rb

Auto sync preference, max limit on account CSV imports (#2259)

2025-05-18 15:02:51 -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

Plaid sync domain improvements (#2267)

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

market_data_importer.rb

Security resolver and health checker (#2281)

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

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

Fix linting issues and update API key test for source validation

2025-06-18 08:28:32 -05:00

other_asset.rb

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other_liability.rb

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period.rb

Fix chart timezone bug (#2224)

2025-05-07 22:19:09 -04:00

plaid_account.rb

Plaid sync domain improvements (#2267)

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

plaid_item.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

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

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

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

rejected_transfer.rb

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rule.rb

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

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

security.rb

Security resolver and health checker (#2281)

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

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

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subscription.rb

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

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

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

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

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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

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user_message.rb

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user.rb

Add secure OAuth2-based mobile authentication

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

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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