Zach Gollwitzer 662f2c04ce Multi-step account forms + clearer balance editing (#2427) ...

* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property

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

..

accountable_sparklines

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

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

accounts

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

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

api/v1

Fix rubocop linting issues in API chat endpoints

2025-06-18 04:36:31 -05:00

assistant_messages

Light / dark assistant icon

2025-05-02 11:36:32 -04:00

budget_categories

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

budgets

UI Fixes (#2276)

2025-05-22 11:35:55 -04:00

categories

fix: mobile responsive category color picker (#2280)

2025-05-22 11:50:12 -04:00

category

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

chats

Fix/design system violations (#2422)

2025-07-01 13:53:36 -04:00

credit_cards

Redis check for self hosted apps (#2353)

2025-06-09 18:30:52 -04:00

cryptos

Redis check for self hosted apps (#2353)

2025-06-09 18:30:52 -04:00

depositories

Redis check for self hosted apps (#2353)

2025-06-09 18:30:52 -04:00

developer_messages

Personal finance AI (v1) (#2022)

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

doorkeeper

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

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

email_confirmation_mailer

Fix EU plaid flow (#1761)

2025-01-31 17:04:26 -05:00

entries

Standardize corners, backgrounds, and borders (#2271)

2025-05-21 10:28:56 -04:00

family_merchants

Fix merchant editing (#2349)

2025-06-09 10:50:56 -04:00

holdings

Fix/design system violations (#2422)

2025-07-01 13:53:36 -04:00

impersonation_sessions

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

import

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

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

imports

Redis check for self hosted apps (#2353)

2025-06-09 18:30:52 -04:00

investments

Fix/design system violations (#2422)

2025-07-01 13:53:36 -04:00

invitation_mailer

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

invitations

Fix/design system violations (#2422)

2025-07-01 13:53:36 -04:00

invite_codes

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

layouts

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

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

loans

Redis check for self hosted apps (#2353)

2025-06-09 18:30:52 -04:00

messages

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

mfa

fix(ui): mfa backup codes dark mode (#2323)

2025-06-09 10:19:09 -04:00

onboardings

Typo fix for piece to place. (#2242)

2025-05-15 07:59:00 -04:00

other_assets

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

other_liabilities

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

pages

Fix/design system violations (#2422)

2025-07-01 13:53:36 -04:00

password_mailer

Lint

2024-10-09 09:12:07 -05:00

password_resets

Maybe Design System Updates (#1856)

2025-02-13 11:31:07 -05:00

passwords

Use DB for auth sessions (#1233)

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

plaid_items

Redis check for self hosted apps (#2353)

2025-06-09 18:30:52 -04:00

properties

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

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

pwa

Update PWA logo references in manifest and head partials

2025-04-18 09:47:04 -05:00

registrations

Fix dark mode welcome screen for self-hosting (#2225)

2025-05-08 08:45:28 -05:00

rule

Fix subconditions and condition group form (#2256)

2025-05-19 13:34:02 -04:00

rules

Security resolver and health checker (#2281)

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

securities

Add country_code attribute to Security model and related classes

2025-05-22 09:45:08 -05:00

sessions

Feature: Implement Mobile Responsiveness (#2092)

2025-04-18 08:23:10 -05:00

settings

Fix/design system violations (#2422)

2025-07-01 13:53:36 -04:00

shared

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

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

subscriptions

Update subscription upgrade view to replace settings button with account settings link for improved clarity and navigation.

2025-05-22 08:46:57 -05:00

tag/deletions

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

tags

Standardize corners, backgrounds, and borders (#2271)

2025-05-21 10:28:56 -04:00

trades

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

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

transactions

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

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

transfer_matches

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

transfers

Create shared ruler and standardize across views (#2240)

2025-05-20 15:13:18 -04:00

user_messages

Implement dark mode (#2078)

2025-04-11 09:28:00 -05:00

users

Fix initials + profile pictures (#2186)

2025-05-01 18:43:21 -04:00

valuations

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

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

vehicles

Create shared ruler and standardize across views (#2240)

2025-05-20 15:13:18 -04:00