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

..

account

Use new balance components in activity feed (#2511)

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

balance

Use new balance components in activity feed (#2511)

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

concerns

Encapsulate enrichment actions, add tests

2025-05-20 11:33:35 -04:00

exchange_rate

Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)

2025-05-17 16:37:16 -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

plaid_account

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

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

plaid_entry

Plaid sync domain improvements (#2267)

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

plaid_item

Increase specificity of filter when fetching Plaid liabilities

2025-05-24 19:16:55 -04:00

provider

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

rule

Fix attribute locking namespace conflict, duplicate syncs

2025-05-19 16:39:31 -04:00

security

Security resolver and health checker (#2281)

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

transaction

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

2025-06-20 17:10:36 -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_test.rb

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

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

account_test.rb

Add nice formatting for subtypes on account list (#2138)

2025-04-22 14:10:50 -04:00

address_test.rb

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

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

api_key_test.rb

Fix linting issues and update API key test for source validation

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

assistant_message_test.rb

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

assistant_test.rb

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

balance_sheet_test.rb

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

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

category_test.rb

Ensure Consistent Category Colors (#1722)

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

chat_test.rb

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

current_test.rb

Use DB for auth sessions (#1233)

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

developer_message_test.rb

Personal finance AI (v1) (#2022)

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

exchange_rate_test.rb

Market data sync refinements (#2252)

2025-05-16 14:17:56 -04:00

family_test.rb

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

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

holding_test.rb

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

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

impersonation_session_test.rb

Impersonation (#1325)

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

income_statement_test.rb

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

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

invite_code_test.rb

Use consistent language for invite codes

2024-02-02 19:37:10 -06:00

loan_test.rb

Add loan and credit card views (#1268)

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

market_data_importer_test.rb

Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)

2025-05-17 16:37:16 -04:00

mobile_device_test.rb

Add secure OAuth2-based mobile authentication

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

period_test.rb

Fix time period key conflicts (#1944)

2025-03-03 12:47:20 -05:00

plaid_item_test.rb

Require upstream item removal to delete plaid item

2025-05-24 19:23:36 -04:00

provider_test.rb

Use faraday retry, move retry logic to concrete provider level (#2042)

2025-04-01 08:41:49 -04:00

rule_test.rb

Transaction rules engine V1 (#1900)

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

security_test.rb

Handle case sensitive values when creating securities

2025-05-08 14:31:43 -04:00

subscription_test.rb

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

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

sync_test.rb

Handle duplicate sync jobs

2025-05-24 17:58:17 -04:00

tag_test.rb

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

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

trade_import_test.rb

Security resolver and health checker (#2281)

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

trade_test.rb

Centralize entry naming (#2454)

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

transaction_import_test.rb

Feature: Add "amount type" configuration column for CSV imports (#1947)

2025-04-18 10:48:10 -04:00

transfer_test.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_test.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

user_message_test.rb

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

user_test.rb

Multi-factor authentication (#1817)

2025-02-06 14:16:53 -06:00