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Commits on Jul 10, 2025

• Centralize entry naming (#2454)

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  zachgoll

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  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 20, 2025

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

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  zachgoll

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  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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• Add secure OAuth2-based mobile authentication

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  Shpigford

  and

  claude

  committed
  9336719

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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

• 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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Commits on May 24, 2025

• Require upstream item removal to delete plaid item

  zachgoll

  committed
  c701755

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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 19, 2025

• Fix attribute locking namespace conflict, duplicate syncs

  zachgoll

  committed
  137219c

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Commits on May 18, 2025

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

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  zachgoll

  authored
  e26e5c5

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Commits on May 15, 2025

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

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  zachgoll

  authored
  10dd9e0

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Commits on May 13, 2025

• Fix auto sync trigger logic and add tests

  zachgoll

  committed
  bcb47a9

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• Improve rules - add name, allow sorting, improve UI (#2177)

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  ahatzz11

  authored
  bebe7b4

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Commits on May 6, 2025

• Subscription tests and domain (#2209)

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  zachgoll

  authored
  5da4bb6

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Commits on May 2, 2025

• Onboarding redirect tests and trial status bar (#2197)

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  zachgoll

  authored
  441f436

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Commits on May 1, 2025

• New onboarding, trials, Stripe integration (#2185)

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  zachgoll

  authored
  a51c4d2

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Commits on Apr 30, 2025

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

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  zachgoll

  authored
  90a9546

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Commits on Apr 21, 2025

• Enhance member removal process by destroying associated invitations and updating flash messages in ProfilesController. Add test to verify invitation deletion upon member removal.

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  Shpigford

  committed
  1b1add3

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Commits on Apr 18, 2025

• Transaction rules engine V1 (#1900)

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  zachgoll

  authored
  297a695

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• Feature: Implement Mobile Responsiveness (#2092)

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  neo773

  and

  Shpigford

  authored
  65e1bc6

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Commits on Apr 14, 2025

• Account:: namespace simplifications and cleanup (#2110)

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  zachgoll

  authored
  e657c40

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

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  Joelute

  authored
  f181ba9

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• Fix: Fix unalble to reject automatched transfers (#2102)

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  tonyvince

  and

  zachgoll

  authored
  f235697

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• Chromium E2E test fixes (#2108)

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  zachgoll

  authored
  1e01840

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Commits on Apr 11, 2025

• Add tags selection and notes input to new transaction form (#2008)

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  tonyvince

  authored
  48c8499

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