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01118b858fc07cf042fc9bc385e08deeb7e43e37
sure/app/models
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Guillem Arias ec6fc1d685 feat(retirement): PR4b "Why this target?" card + trimmed-mean anchor 
- IncomeStatement#trimmed_mean_expense(months:, trim_pct:) — trailing-N-
  month mean monthly expense with the top/bottom trim_pct% of months
  dropped, so one-off spikes don't skew the anchor. Family#retirement_
  spending_baseline now uses it (was median).
- Goal::Retirement#fi_number — 25× the annual target (4% rule).
- "Why this target?" card on the show page: Last-12-months anchor →
  Target → FI number (25×), with a "Use my average" button that sets
  target_spend to the trimmed-mean baseline. Money is privacy-sensitive.
- Header gains a green-dot "Active plan" DS::Pill badge when projectable.

Tests: trimmed_mean returns non-negative; fi_number = 25× annual target;
baseline returns Money. Rubocop + erb_lint clean.
2026-05-29 12:34:40 +02:00
..
account
fix(goals): jjmata review — reconciler guard, chart i18n, pace test
2026-05-17 16:54:13 +02:00
account_statement
feat(statements): add account statement vault (#1753)
2026-05-13 21:05:11 +02:00
assistant
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
balance
feat(balance): Preserve historical balances as waypoints for linked accounts (#1663)
2026-05-13 21:27:50 +02:00
balance_sheet
feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)
2026-05-18 20:49:28 +02:00
binance_account
Fix Binance USD converter custom rate keyword (#1414)
2026-04-08 22:23:15 +02:00
binance_item
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_account
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_entry
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
coinbase_account
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_account
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_entry
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_item
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
concerns
feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)
2026-05-18 20:49:28 +02:00
demo
fix(goals/demo): seed goals in generate_new_user_data_for!
2026-05-18 22:31:18 +02:00
enable_banking_account
fix(enable-banking): fix pending→posted auto-claim producing badge, duplicate, and wrong date (#1783)
2026-05-13 14:03:37 +02:00
enable_banking_entry
fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)
2026-05-12 00:17:49 +02:00
enable_banking_item
fix(enable-banking): gracefully skip PDNG fetch for ASPSPs that don't support it (#1789)
2026-05-13 17:54:09 +02:00
eval
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
goal
feat(retirement): PR4b "Why this target?" card + trimmed-mean anchor
2026-05-29 12:34:40 +02:00
goal_pledge
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
holding
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account
feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows (#1970)
2026-05-26 22:48:23 +02:00
ibkr_item
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
import
Add Actual Budget CSV import flow (#1830)
2026-05-18 18:38:53 +02:00
income_statement
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
indexa_capital_account
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
indexa_capital_item
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
investment_statement
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
kraken_account
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
kraken_item
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
lunchflow_account
Remove InvestmentActivityDetector and related functionality
2026-01-12 15:35:14 -05:00
lunchflow_entry
fix: add logic to skip future pending transactions and add cleanup ta… (#1011)
2026-02-19 18:58:01 +01:00
lunchflow_item
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
merchant
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
mercury_account
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_entry
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_item
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
plaid_account
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Fix Plaid link script loading and first-sync account linking (#1165)
2026-03-13 08:11:51 +01:00
provider
Retry Enable Banking sync with provider-corrected date range (#1801)
2026-05-17 12:09:51 +02:00
provider_merchant
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
recurring_transaction
feat(recurring): allow marking transfers as recurring (#895) (#1589)
2026-05-12 00:37:47 +02:00
retirement
feat(retirement): PR3a FIRE forecast engine (deterministic, real-terms)
2026-05-29 11:31:06 +02:00
rule
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
security
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
simplefin
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_account
fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed (#1772)
2026-05-13 18:17:10 +02:00
simplefin_entry
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
simplefin_item
SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
2026-04-18 09:50:34 +02:00
snaptrade_account
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
snaptrade_item
Scope SnapTrade orphan cleanup to current family (#1769)
2026-05-12 12:17:00 +02:00
sophtron_account
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_entry
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
transaction
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +01:00
account_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
account_order.rb
feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)
2026-05-19 13:37:10 +02:00
account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account_share.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account_statement.rb
feat(statements): add account statement vault (#1753)
2026-05-13 21:05:11 +02:00
account.rb
Merge branch 'main' into feat/goals-v2-architecture
2026-05-24 23:52:54 +02:00
actual_import.rb
Add Actual Budget CSV import flow (#1830)
2026-05-18 18:38:53 +02:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
application_record.rb
Initial commit
2024-02-02 09:05:04 -06:00
archived_export.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
assistant_message.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
assistant.rb
refactor: rename Savings Goals feature to Goals
2026-05-11 20:08:32 +02:00
auth_config.rb
fix: use ProviderLoader for AuthConfig.sso_providers when DB providers enabled\n\nAuthConfig.sso_providers only read from YAML config, so self-hosted\nsetups with DB-configured SSO providers (e.g. Authentik via admin UI)\nhad no SSO button on the login page.\n\nWire it to ProviderLoader.load_providers when FeatureFlags.db_sso_providers?\nis true, falling back to YAML config otherwise. (#1614)
2026-05-01 13:31:32 +02:00
balance_sheet.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
binance_account.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
binance_item.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_account.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
budget_category.rb
Budget page refactor: split into(All - Over Budget - On Track) (#1195)
2026-04-13 20:03:55 +02:00
budget.rb
feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)
2026-05-19 13:37:10 +02:00
category_import.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
category.rb
feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)
2026-05-18 20:49:28 +02:00
chat.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
coinbase_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
coinbase_item.rb
Refactor: Use Encryptable concern in CoinbaseItem (#1339)
2026-04-07 16:28:01 +02:00
coinstats_account.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_item.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
credit_card.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
crypto.rb
feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)
2026-05-18 20:49:28 +02:00
current.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
data_enrichment.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
debug_log_entry.rb
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
depository.rb
feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)
2026-05-18 20:49:28 +02:00
enable_banking_account.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
entry_search.rb
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
entry.rb
fix(entry): Guard entryable_attributes for non-transaction entries in bulk_update! (#1877)
2026-05-20 19:21:31 +02:00
entryable.rb
Fix NoMethodError on nil entryable in account activity feed (#1316)
2026-03-29 17:30:12 +02:00
exchange_rate_pair.rb
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_document.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +01:00
family.rb
feat(retirement): PR4b "Why this target?" card + trimmed-mean anchor
2026-05-29 12:34:40 +02:00
goal_account.rb
refactor: rename Savings Goals feature to Goals
2026-05-11 20:08:32 +02:00
goal_pledge.rb
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
goal.rb
feat(retirement): PR2 CRUD for sources, statements, adjustments, bucket
2026-05-29 10:49:18 +02:00
holding.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)
2026-05-19 13:37:10 +02:00
income_statement.rb
feat(retirement): PR4b "Why this target?" card + trimmed-mean anchor
2026-05-29 12:34:40 +02:00
indexa_capital_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
indexa_capital_item.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
investment_flow_statement.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
investment_statement.rb
Investments currency fix (#1436)
2026-04-11 15:09:59 +02:00
investment.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
invitation.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
kraken_account.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
kraken_item.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lunchflow_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
lunchflow_item.rb
Constrain Lunchflow base URL to trusted endpoint (#1768)
2026-05-12 12:18:17 +02:00
market_data_importer.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
measurement.rb
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
mercury_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
mercury_item.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
message.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
mint_import.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
fix(sso): preserve user-edited name across OIDC logins (#1777)
2026-05-12 21:55:22 +02:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
pdf_import.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
pension_source.rb
feat(retirement): PR2 data models — pension sources, statements, bucket
2026-05-29 10:36:18 +02:00
period.rb
Use date comparisons for interval thresholds (#1923)
2026-05-23 09:41:57 +02:00
plaid_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
plaid_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
property.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
provider_connection_status.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
provider_merchant.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
qif_import.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
recurring_transaction.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
retirement_bucket_entry.rb
feat(retirement): PR2 data models — pension sources, statements, bucket
2026-05-29 10:36:18 +02:00
rule_import.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
rule_run.rb
fix(rules): count blocked rule transactions (#1782)
2026-05-14 21:56:49 +02:00
rule.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
security.rb
Move back to brandfetch (#1427)
2026-04-10 17:42:16 +02:00
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
setting.rb
Rebase PR #784 and fix OpenAI model/chat regressions (#1384)
2026-04-15 18:45:24 +02:00
simplefin_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
simplefin_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
snaptrade_account.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
snaptrade_item.rb
fix: send first-time SnapTrade users to connect flow (#1613)
2026-05-03 10:28:31 +02:00
sophtron_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
sophtron_item.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
sso_audit_log.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
sso_provider_tester.rb
fix(auth): surface exact OIDC issuer mismatches (#1666)
2026-05-05 00:47:45 +02:00
sso_provider.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sure_import.rb
feat(imports): verify Sure NDJSON import readback (#1869)
2026-05-20 21:35:22 +02:00
sync.rb
fix(destroy): prevent UnknownAttributeError in DestroyJob rescue (#1852)
2026-05-20 21:19:10 +02:00
tag.rb
feat: Add tag badge in filter window (#1038)
2026-02-23 17:43:00 -05:00
tagging.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
trade.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transaction_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
transaction.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer.rb
fix : account destroyed cascade transfer destruction then … (#1795)
2026-05-24 13:27:27 +02:00
trend.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
user.rb
fix(locale): Handle blank locale submission gracefully (#1876)
2026-05-24 15:13:49 +02:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
webauthn_credential.rb
feat(auth): add WebAuthn MFA credentials (#1628)
2026-05-03 22:13:28 +02:00