Josh Pigford fd65b5a747 Implement caching for classification and account groups in BalanceSheet model and optimize sparkline rendering in views ...

- Add caching for classification groups and account groups in the BalanceSheet model to improve performance.
- Update views for accountable sparklines to utilize caching for rendered HTML, enhancing load times and reducing database queries.

2025-05-23 11:46:12 -05:00

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account

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

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

assistant

Subscription tests and domain (#2209)

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

balance

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

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

chat

…

concerns

Encapsulate enrichment actions, add tests

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

demo

Subscription tests and domain (#2209)

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

exchange_rate

Fix provider guards for start price

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

family

Encapsulate enrichment actions, add tests

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

holding

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

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

import

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

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

income_statement

Account:: namespace simplifications and cleanup (#2110)

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

plaid_item

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

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

provider

Security resolver and health checker (#2281)

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

rule

Encapsulate enrichment actions, add tests

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

security

Security resolver and health checker (#2281)

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

tool_call

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transaction

Transaction rules engine V1 (#1900)

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

account_import.rb

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

2025-05-18 15:02:51 -04:00

account.rb

Handle stale syncs (#2257)

2025-05-17 18:28:21 -04:00

address.rb

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

2025-04-16 20:26:45 -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

Implement caching for classification and account groups in BalanceSheet model and optimize sparkline rendering in views

2025-05-23 11:46:12 -05:00

balance.rb

Account:: namespace simplifications and cleanup (#2110)

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

budget_category.rb

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

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

budget.rb

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

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

category.rb

Transaction rules engine V1 (#1900)

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

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

Transaction rules engine V1 (#1900)

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

depository.rb

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

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

developer_message.rb

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entry_search.rb

Transaction rules engine V1 (#1900)

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

entry.rb

Fix attribute locking namespace conflict, duplicate syncs

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

entryable.rb

Transaction rules engine V1 (#1900)

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

exchange_rate.rb

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family_merchant.rb

Transaction rules engine V1 (#1900)

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

family.rb

Handle stale syncs (#2257)

2025-05-17 18:28:21 -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

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investment.rb

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

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

invitation.rb

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invite_code.rb

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loan.rb

loan: Set the first valuation as the original principal. (#2088)

2025-04-14 09:09:25 -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

Transaction rules engine V1 (#1900)

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

message.rb

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mint_import.rb

Account:: namespace simplifications and cleanup (#2110)

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

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

Attempt name override (#2244)

2025-05-16 11:23:57 -04:00

plaid_investment_sync.rb

Handle case sensitive values when creating securities

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

plaid_item.rb

Encapsulate enrichment actions, add tests

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

property.rb

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

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

provider_merchant.rb

Transaction rules engine V1 (#1900)

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

provider.rb

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

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

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

Security resolver and health checker (#2281)

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

series.rb

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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

Bump ruby to 3.4.4

2025-05-20 09:09:10 -04:00

tag.rb

Account:: namespace simplifications and cleanup (#2110)

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

tagging.rb

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tool_call.rb

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trade_builder.rb

Security resolver and health checker (#2281)

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

trade_import.rb

Security resolver and health checker (#2281)

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

trade.rb

Account:: namespace simplifications and cleanup (#2110)

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

transaction_import.rb

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

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

transaction.rb

Transaction rules engine V1 (#1900)

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

transfer.rb

Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation

2025-04-30 14:20:09 -05:00

trend.rb

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user_message.rb

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user.rb

Subscription tests and domain (#2209)

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

valuation.rb

Account:: namespace simplifications and cleanup (#2110)

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

vehicle.rb

Account:: namespace simplifications and cleanup (#2110)

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