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Commits on Jul 10, 2025

• Centralize entry naming (#2454)

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  zachgoll

  authored
  9110ab2

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• Remove rate limit for api test cases

  zachgoll

  committed
  afbfb47

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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

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

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  Joelute

  and

  zachgoll

  authored
  637d630

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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 remaining rubocop offenses

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  Shpigford

  and

  claude

  committed
  7aca5a2

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• 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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• Fix OAuth mobile app support with custom URL schemes

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  Shpigford

  and

  claude

  committed
  cba0bdf

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• Fix rubocop linting issues in API chat endpoints

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  Shpigford

  and

  claude

  committed
  404066e

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• Add API v1 chat endpoints

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  Shpigford

  and

  claude

  committed
  94202b2

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Commits on Jun 17, 2025

• Fix trailing whitespace in API keys system test

  Shpigford

  committed
  b65e4d3

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• Fix system test failures in API keys and trades tests

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  Shpigford

  and

  claude

  committed
  fc921c0

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• 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 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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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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• Refactor sparkline error handling and improve series pre-loading

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  Shpigford

  committed
  e7f1506

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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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• Fix changelog page crash when GitHub release notes are unavailable (#2314)

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  Shpigford

  authored
  3cc88f3

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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 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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• 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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Commits on May 22, 2025

• Security resolver and health checker (#2281)

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  zachgoll

  authored
  e4ee06c

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Commits on May 20, 2025

• Encapsulate enrichment actions, add tests

  zachgoll

  committed
  94a807c

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Commits on May 19, 2025

• Fix attribute locking namespace conflict, duplicate syncs

  zachgoll

  committed
  137219c

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