* feat(mcp): add pagination to get_tags and get_categories tools
Both tools now accept a `page` param and return `total_results`,
`total_pages`, `page`, and `page_size` — matching the pattern used
by get_transactions and get_holdings. Adds a migration for composite
(family_id, name) indexes on tags and categories to support efficient
paginated ordering within a family scope.
* fix(mcp): make page param optional in get_tags/get_categories schema and fix migration version
Page defaults to 1 in call() so marking it required in the JSON schema was incorrect.
Also fixes migration to use ActiveRecord::Migration[7.2] instead of [8.0].
* fix: update schema.rb with family_id+name indexes for tags and categories
* fix(mcp): stable pagination sort and unique family/name indexes on tags and categories
- Make family_id+name indexes unique (matches existing AR uniqueness validations)
- Add id tie-breaker to alphabetically/alphabetically_by_hierarchy scopes
so paginated results are deterministic
* refactor(mcp): replace Pagy::Backend mixin with Pagy.new in model layer
Pagy::Backend is designed for controllers; using it in plain model
classes is fragile. Switch all four assistant functions to call
Pagy.new(count:, page:, limit:) directly and apply offset/limit
on the scope, which is the correct approach for non-controller contexts.
* third party provider scoping
* Simplify logic and allow only admins to mange providers
* Broadcast fixes
* FIX tests and build
* Fixes
* Reviews
* Scope merchants
* DRY fixes
- Refactored `persist_holdings` to separate and conditionally upsert holdings with and without cost_basis.
- Updated `avg_cost` logic to treat 0 cost_basis as unknown and return nil when cost_basis cannot be determined.
- Modified trend and investment calculation to exclude holdings with unknown cost_basis.
- Adjusted `average_cost` formatting to handle nil values in API responses and views.
- Added comprehensive tests to ensure cost_basis preservation and fallback behavior.
- Localized `unknown` label for display when cost_basis is unavailable.
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Blaž Dular