4 Commits

Author	SHA1	Message	Date
CrossDrain	96b1d28d5d	feat(enable-banking): safe pending transaction merge with sync re-import prevention (#1709) ... * feat(enable-banking): safe pending transaction merge with sync re-import prevention * preserve all merged pending IDs across syncs * fix(enable-banking): harden merge locking, safe logging, and non-blocking index * fix(enable-banking): use safe external ID in invalid currency log * refactor(models): centralize pending transaction SQL logic Move the SQL fragment used to identify pending transactions from the `Entry` model to a constant in the `Transaction` model. This improves maintainability and ensures that the logic for determining if a transaction is pending is defined in a single location. * fix(enable-banking): drop dead manual_merge index, use lateral join for excluded IDs * No net schema changes --------- Co-authored-by: Juan José Mata <jjmata@jjmata.com>	2026-05-09 11:56:16 +02:00
soky srm	9410e5b38d	Providers sharing (#1273) ... * 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	2026-03-25 17:47:04 +01:00
soky srm	560c9fbff3	Family sharing (#1272) ... * Initial account sharing changes * Update schema.rb * Update schema.rb * Change sharing UI to modal * UX fixes and sharing controls * Scope include in finances better * Update totals.rb * Update totals.rb * Scope reports to finance account scope * Update impersonation_sessions_controller_test.rb * Review fixes * Update schema.rb * Update show.html.erb * FIX db validation * Refine edit permissions * Review items * Review * Review * Add application level helper * Critical review * Address remaining review items * Fix modals * more scoping * linter * small UI fix * Fix: Sync broadcasts push unscoped balance sheet to all users * Update sync_complete_event.rb The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context) along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods. The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.	2026-03-25 10:50:23 +01:00
AdamWHY2K	3a869c760e	feat: add pending transaction manual merging tool (#1088) ... * refactor: use a map of providers that support pending transactions * feat: add pending transaction manual merging tool * fix(coderabbit): validate posted_entry_id against eligible posted candidates server-side * fix(coderabbit): validate offset for negative numbers * fix(coderabbit): check if pending_duplicate_candidates has_more in one transaction * refactor: use list of radio buttons for better pagination * chore: show current transaction range in paginated view * chore: whitespace chore: whitespace	2026-03-14 20:32:13 +01:00