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Zach Gollwitzer 0329a5f211 Data exports (#2517) 
* Import / export UI

* Data exports

* Lint fixes, brakeman update
2025-07-24 10:50:05 -04:00
..
active_storage
Add institution management and account editing controls (#868)
2024-06-13 14:37:27 -04:00
files
Escape quotations in CSV imports properly (#1929)
2025-02-28 12:21:07 -05:00
import
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
2024-10-01 10:47:59 -04:00
rule
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
security
First pass at security price reference (#1388)
2024-10-29 15:37:59 -04:00
accounts.yml
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
addresses.yml
Add Property Details View (#1116)
2024-08-23 08:47:08 -04:00
api_keys.yml
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
balances.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
budgets.yml
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
categories.yml
Nested Categories (#1561)
2024-12-20 11:37:26 -05:00
chats.yml
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
credit_cards.yml
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
cryptos.yml
Account namespace updates: part 1 (#893)
2024-06-20 07:26:25 -04:00
depositories.yml
Basic Plaid Integration (#1433)
2024-11-15 13:49:37 -05:00
entries.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
exchange_rates.yml
Handle missing exchange rate provider, allow fallback for missing rates (#955)
2024-07-08 09:04:59 -04:00
families.yml
Propagate child sync errors up to parent, fix sync status (#2232)
2025-05-09 14:56:49 -04:00
family_exports.yml
Data exports (#2517)
2025-07-24 10:50:05 -04:00
holdings.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
impersonation_session_logs.yml
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_sessions.yml
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
imports.yml
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
investments.yml
Plaid portfolio sync algorithm and calculation improvements (#1526)
2024-12-10 17:41:20 -05:00
invitations.yml
Add/remove members and invitations (#1744)
2025-01-30 13:13:37 -06:00
loans.yml
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
merchants.yml
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
messages.yml
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
mobile_devices.yml
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
other_assets.yml
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
other_liabilities.yml
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
plaid_accounts.yml
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_items.yml
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
properties.yml
Add Property Details View (#1116)
2024-08-23 08:47:08 -04:00
rules.yml
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
securities.yml
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
sessions.yml
Use DB for auth sessions (#1233)
2024-10-03 14:42:22 -04:00
subscriptions.yml
Subscription tests and domain (#2209)
2025-05-06 14:05:21 -04:00
syncs.yml
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
taggings.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tags.yml
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
tool_calls.yml
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trades.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
transactions.yml
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
transfers.yml
Transfer and Payment auto-matching, model and UI improvements (#1585)
2025-01-07 09:41:24 -05:00
users.yml
Subscription tests and domain (#2209)
2025-05-06 14:05:21 -04:00
valuations.yml
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vehicles.yml
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00