Catherine Renelle 7f15cd11e3 Add investment holdings CRUD (create, edit, delete) ...

Add POST/PUT/DELETE endpoints to InvestmentsController with find-or-create
Security by normalized symbol, price upsert helper, and ownership checks.
Frontend gets add/edit dialog with per-share cost basis input, delete
confirmation, actions column on holdings table, and success/error snackbar.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

2026-02-15 23:31:44 -05:00

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accounts.ts

Initial commit: Purrse personal finance app

2026-02-08 08:56:46 -05:00

aiCategorization.ts

Add AI categorization with Ollama: settings, auto-classify on sync/import, and manual classify from Transactions

2026-02-08 18:41:12 -05:00

api.ts

Fix auth refresh retry loop on expired tokens

2026-02-10 20:02:07 -05:00

bankSync.ts

Add Re-sync button for SimpleFIN connections

2026-02-09 19:29:15 -05:00

budgets.ts

Implement Phase 3: financial features frontend (budgets, scheduled transactions, loans)

2026-02-08 12:14:43 -05:00

categories.ts

Initial commit: Purrse personal finance app

2026-02-08 08:56:46 -05:00

chat.ts

Add floating AI chat panel with page context awareness

2026-02-10 23:51:52 -05:00

imports.ts

Implement Phase 2: end-to-end import system

2026-02-08 11:16:39 -05:00

investments.ts

Add investment holdings CRUD (create, edit, delete)

2026-02-15 23:31:44 -05:00

loans.ts

Auto-populate loan details from Plaid liabilities and pre-fill setup form

2026-02-14 16:23:49 -05:00

payees.ts

Implement Phase 5: reconciliation, SignalR notifications, payees, splits & plugins

2026-02-08 14:14:23 -05:00

plugins.ts

Implement Phase 5: reconciliation, SignalR notifications, payees, splits & plugins

2026-02-08 14:14:23 -05:00

reconciliation.ts

Implement Phase 5: reconciliation, SignalR notifications, payees, splits & plugins

2026-02-08 14:14:23 -05:00

reports.ts

Add global multi-account filter to all reports with chart hover interaction

2026-02-15 18:15:46 -05:00

scheduled.ts

Implement Phase 3: financial features frontend (budgets, scheduled transactions, loans)

2026-02-08 12:14:43 -05:00

transactions.ts

Initial commit: Purrse personal finance app

2026-02-08 08:56:46 -05:00