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Commits on Jul 10, 2025

• Centralize entry naming (#2454)

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  zachgoll

  authored
  9110ab2

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Commits on Jul 3, 2025

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

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  zachgoll

  authored
  662f2c0

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Commits on Jun 27, 2025

• Properly handle Plaid investment account transfers (#2420)

  zachgoll

  authored
  e4a82d8

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Commits on Jun 26, 2025

• Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)

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  zachgoll

  authored
  8db9562

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• Handle bad API data for trade quantity signage (#2416)

  zachgoll

  authored
  e60b5df

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Commits on Jun 25, 2025

• Fix credit card balance history (#2414)

  zachgoll

  authored
  f3ab4a2

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• transfer: Support transfers of different currencies between accounts. (#2243)

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  Joelute

  and

  zachgoll

  authored
  637d630

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• Fix race condition in sync status monitor (#2412)

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  zachgoll

  authored
  72a0f87

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Commits on Jun 24, 2025

• fix(models): use self.id (#2410)

  KenTandrian

  authored
  cea49d5

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Commits on Jun 20, 2025

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

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  zachgoll

  and

  claude

  authored
  63d8114

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

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  zachgoll

  authored
  1aae00f

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Commits on Jun 18, 2025

• Fix linting issues and update API key test for source validation

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  Shpigford

  and

  claude

  committed
  8296e10

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• Add secure OAuth2-based mobile authentication

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  Shpigford

  and

  claude

  committed
  9336719

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Commits on Jun 17, 2025

• Add comprehensive API v1 with OAuth and API key authentication (#2389)

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  Shpigford

  and

  claude

  authored
  b803dda

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Commits on Jun 15, 2025

• perf(income statement): cache income statement queries (#2371)

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  zachgoll

  authored
  a5f1677

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Commits on Jun 14, 2025

• Benchmarking setup (#2366)

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  zachgoll

  authored
  84b2426

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Commits on Jun 12, 2025

• Fix user deletion foreign key constraint with invitations (#2357)

  quanghuynguyen1902

  authored
  cdad318

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Commits on Jun 11, 2025

• Realistic demo data for performance testing (#2361)

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  zachgoll

  authored
  5a4c955

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Commits on Jun 10, 2025

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

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  zachgoll

  authored
  10ce2c8

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Commits on Jun 1, 2025

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

  Shpigford

  committed
  a76cc2d

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• Refactor syncing? method in Family model to optimize query performance. Moved visible scope to the beginning and adjusted joins and where conditions to leverage composite indexing for improved effi…

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  Shpigford

  committed
  870b543

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Commits on May 27, 2025

• feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

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  Shpigford

  authored
  4f5068e

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• Implement error handling and logging for sparkline and series methods

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  Shpigford

  committed
  6f67827

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Commits on May 26, 2025

• Remove trend initialization from Series model to streamline value calculations.

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  Shpigford

  committed
  6dae236

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• Improve chart performance and gapfilling (#2306)

  zachgoll

  authored
  6e202bd

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Commits on May 25, 2025

• Handle ITEM_NOT_FOUND errors on Plaid deletions

  zachgoll

  committed
  854a219

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

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  zachgoll

  authored
  d21e385

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Commits on May 24, 2025

• Require upstream item removal to delete plaid item

  zachgoll

  committed
  c701755

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• Increase specificity of filter when fetching Plaid liabilities

  zachgoll

  committed
  43a403e

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• Do not re-raise ITEM_LOGIN_REQUIRED errors

  zachgoll

  committed
  03e0230

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• Plaid webhook processor

  zachgoll

  committed
  ffc5f84

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• Handle duplicate sync jobs

  zachgoll

  committed
  5125411

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• Pass transactions cursor when fetching plaid transactions

  zachgoll

  committed
  aecb5aa

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• Only fetch needed Plaid products, improve Plaid tests and mocks

  zachgoll

  committed
  6935ffa

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Commits on May 23, 2025

• Plaid sync domain improvements (#2267)

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  zachgoll

  authored
  03a1462

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