* Add per-account toggle to disable automatic transaction categorization
Adds an `enable_category_matcher` boolean (default: true) to accounts so
users can opt out of Plaid's automatic category suggestions on a per-account
basis. When disabled, newly synced transactions arrive uncategorized so
rules or manual assignment take precedence.
- New migration adds `enable_category_matcher` column (default true, null: false)
- `PlaidEntry::Processor#matched_category` gates the CategoryMatcher call on the account flag
- Toggle rendered in the account edit modal for linked accounts (saves via main form submit)
- `AccountableResource#account_params` permits the new field
- `AccountsController#toggle_category_matcher` action added for potential API use
- i18n strings added for label and hint text
- Unit test covers the disabled-matcher path
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* Only show category matcher toggle for Plaid-linked accounts
Only PlaidEntry::Processor honors enable_category_matcher, but the toggle
rendered for every linked account, silently doing nothing for other
providers. Adds Account::Linkable#supports_category_matcher? (covering both
the legacy plaid_account_id link and AccountProvider rows) and gates the
form toggle on it. The SimpleFIN TODO now also points at this helper so the
toggle appears once SimpleFIN matching lands.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* Add controller tests for category matcher toggle persistence and rendering
Covers the two paths flagged in review as untested: the flag persisting
through the shared AccountableResource#update action via account_params
(both disable and re-enable), and the edit form rendering the toggle only
for accounts where supports_category_matcher? is true.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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Signed-off-by: Mike Lloyd <49411532+mike-lloyd03@users.noreply.github.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Adds a toggle to mark accounts as excluded from all financial reports
while keeping them active and visible individually.
- Migration: add exclude_from_reports boolean column to accounts
- Model: included_in_reports scope
- BalanceSheet: filter excluded from ClassificationGroup and AccountGroup totals,
HistoricalAccountScope, AccountRow flag
- IncomeStatement: exclude via SQL fragments in Totals, FamilyStats, CategoryStats
- InvestmentStatement/Budget: chain included_in_reports scope
- ReportsController: filter in breakdown view, export queries, trades
- AccountsController: toggle_exclude_from_reports action + route
- UI: DS::Toggle in account form, eye-off indicator in sidebar, menu toggle items
- Locale: all labels in en.yml
- Tests: model scope, controller toggle, income statement/balance sheet filtering
- 5070 tests pass (0 failures, 0 regressions)
* Add new Date field when creating a new Account
* Fix german translation
* Update app/controllers/concerns/accountable_resource.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Michel Roegl-Brunner <73236783+michelroegl-brunner@users.noreply.github.com>
* Add missing opening_balance:date to update_params
* Change label text
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Signed-off-by: Michel Roegl-Brunner <73236783+michelroegl-brunner@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields
* Fixes#2100: added 'text-primary' in class , this will fix the problem of text not visible in dark theme inside the modals
* added text-primary in class for form fields
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Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
* Basic plaid data model and linking
* Remove institutions, add plaid items
* Improve schema and Plaid provider
* Add webhook verification sketch
* Webhook verification
* Item accounts and balances sync setup
* Provide test encryption keys
* Fix test
* Only provide encryption keys in prod
* Try defining keys in test env
* Consolidate account sync logic
* Add back plaid account initialization
* Plaid transaction sync
* Sync UI overhaul for Plaid
* Add liability and investment syncing
* Handle investment webhooks and process current day holdings
* Remove logs
* Remove "all" period select for performance
* fix amount calc
* Remove todo comment
* Coming soon for investment historical data
* Document Plaid configuration
* Listen for holding updates
* Move accountable partials
* Split accountables into separate view partials
* Fix test
* Add form to permitted partials
* Fix failing system tests
* Update new account modal views
* New sync algorithm implementation
* Update account system test assertions to match new behavior
* Fix off by 1 date error
* Revert new balance sync algorithm
* Add missing account overviews
