sure/app/controllers at main - sure - HHTech

QT/sure

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Roger Saner b3c88e09f3 Feature: remember value of chart period selector (#1528 )

* feat: remember chart period by last selection not user preferences

* feat: schema update

* fix: revert unnecessary parts of schema.rb update

* fix: check period key is valid before setting it

* revert: no database changes and keep the UI setting

* refactor: don't store the default period in the session, just use the user

* fix: migration

The migration uses the User model directly, which loads all current enums
including ui_layout which doesn't exist yet at that point in migration history.
Fix it with raw SQL.

* revert: not relevant to this PR

2026-04-21 19:02:41 +02:00

..

Administer invitations in /admin/users (#1185 )

2026-03-14 11:32:33 +01:00

security: sanitize exception messages in v1 API responses (FIX-11) (#1521 )

2026-04-19 18:38:23 +02:00

…

Feature: remember value of chart period selector (#1528 )

2026-04-21 19:02:41 +02:00

QIF imports: Add date format auto-detection and manual override (#1368 )

2026-04-05 09:27:24 +02:00

security: sanitize exception messages in v1 API responses (FIX-11) (#1521 )

2026-04-19 18:38:23 +02:00

…

Quick Categorize Wizard — follow-up fixes (#1393 )

2026-04-07 13:17:37 +02:00

account_sharings_controller.rb

Family sharing (#1272 )

2026-03-25 10:50:23 +01:00

accountable_sparklines_controller.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308 )

2026-04-01 20:25:06 +02:00

accounts_controller.rb

Add Sophtron Provider (#596 )

2026-04-19 11:16:04 +02:00

application_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

archived_exports_controller.rb

Add post-trial inactive Family cleanup with data archival (#1199 )

2026-03-14 20:14:18 +01:00

binance_items_controller.rb

Add Binance support, heavily inspired by the Coinbase one (#1317 )

2026-04-07 14:43:17 +02:00

budget_categories_controller.rb

Make parent budgets auto-aggregate from subcategory edits (#1312 )

2026-04-07 16:41:45 +02:00

budgets_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

categories_controller.rb

Make categories global (#1160 )

2026-03-11 15:54:01 +01:00

chats_controller.rb

…

coinbase_items_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

coinstats_items_controller.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308 )

2026-04-01 20:25:06 +02:00

cookie_sessions_controller.rb

…

credit_cards_controller.rb

…

cryptos_controller.rb

Fix crypto subtype for trades api (#1022 )

2026-02-19 19:51:42 +01:00

currencies_controller.rb

…

current_sessions_controller.rb

…

depositories_controller.rb

…

email_confirmations_controller.rb

…

enable_banking_items_controller.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406 )

2026-04-10 23:19:48 +02:00

exchange_rates_controller.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099 )

2026-04-08 21:05:58 +02:00

family_exports_controller.rb

Fix export polling missing template error (#796 ) (#721 )

2026-02-25 17:09:51 -05:00

family_merchants_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

holdings_controller.rb

Expand financial providers (#1407 )

2026-04-09 18:33:59 +02:00

impersonation_sessions_controller.rb

…

imports_controller.rb

Family sharing (#1272 )

2026-03-25 10:50:23 +01:00

indexa_capital_items_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

investments_controller.rb

Fix Investment account subtype not saving on creation (#1039 )

2026-02-23 17:47:49 -05:00

invitations_controller.rb

Fix OIDC household invitation (issue #900 ) (#904 )

2026-02-06 16:14:42 +01:00

invite_codes_controller.rb

Add default family selection for invite-only onboarding mode (#1174 )

2026-03-10 18:12:53 +01:00

loans_controller.rb

Fix loan account subtype not persisting on create (#1491 )

2026-04-18 00:06:24 +02:00

lookbooks_controller.rb

…

lunchflow_items_controller.rb

Missing translation fallback for account subtypes (#1325 )

2026-03-31 17:22:49 +02:00

mcp_controller.rb

Add MCP server endpoint for external AI assistants (#1051 )

2026-02-23 09:13:15 -05:00

mercury_items_controller.rb

Missing translation fallback for account subtypes (#1325 )

2026-03-31 17:22:49 +02:00

messages_controller.rb

…

mfa_controller.rb

Fix OIDC household invitation (issue #900 ) (#904 )

2026-02-06 16:14:42 +01:00

oidc_accounts_controller.rb

Check for pending invitations before creating new Family during SSO log in/sign up (#1171 )

2026-03-10 13:38:42 +01:00

onboardings_controller.rb

…

other_assets_controller.rb

…

other_liabilities_controller.rb

…

pages_controller.rb

Family sharing (#1272 )

2026-03-25 10:50:23 +01:00

password_resets_controller.rb

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569 )

2026-01-07 20:17:23 +01:00

passwords_controller.rb

…

pending_duplicate_merges_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

plaid_items_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

properties_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

recurring_transactions_controller.rb

Recurring scoping implementation (#1300 )

2026-03-26 19:01:35 +01:00

registrations_controller.rb

Add default family selection for invite-only onboarding mode (#1174 )

2026-03-10 18:12:53 +01:00

reports_controller.rb

Investments currency fix (#1436 )

2026-04-11 15:09:59 +02:00

rules_controller.rb

fix: Handle empty compound conditions on rules index (#965 )

2026-02-13 19:53:24 +01:00

securities_controller.rb

Improve convert-to-trade security selection with search-first UX (#703 )

2026-01-19 15:49:51 +01:00

sessions_controller.rb

Check for pending invitations before creating new Family during SSO log in/sign up (#1171 )

2026-03-10 13:38:42 +01:00

simplefin_items_controller.rb

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493 )

2026-04-18 09:50:34 +02:00

snaptrade_items_controller.rb

Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling (#1356 )

2026-04-07 11:55:58 +02:00

sophtron_items_controller.rb

Add Sophtron Provider (#596 )

2026-04-19 11:16:04 +02:00

splits_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

subscriptions_controller.rb

Hide contribution payments from demo user(s) (#738 )

2026-01-23 12:35:49 +01:00

tags_controller.rb

…

trades_controller.rb

Record dividends and interest as Trades in investment accounts (#1311 )

2026-03-29 10:08:54 +02:00

transaction_attachments_controller.rb

Family sharing (#1272 )

2026-03-25 10:50:23 +01:00

transaction_categories_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

transactions_controller.rb

Expand financial providers (#1407 )

2026-04-09 18:33:59 +02:00

transfer_matches_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

transfers_controller.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099 )

2026-04-08 21:05:58 +02:00

users_controller.rb

feat: add currency management for families with enabled currencies (#1419 )

2026-04-13 19:53:04 +02:00

valuations_controller.rb

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

vehicles_controller.rb

…

webhooks_controller.rb

security: sanitize exception messages in v1 API responses (FIX-11) (#1521 )

2026-04-19 18:38:23 +02:00