Maximus Barbare 4c1bc774e5 Fix SnapTrade account setup and reconnection (#2858) ...

* Infer SnapTrade account types from categories

* Allow choosing SnapTrade account types

* Reauthorize SnapTrade connections needing attention

* Clear stale SnapTrade reconnect state

* Always schedule SnapTrade reconnect syncs

* Recognize SnapTrade credit card accounts

* Recognize SnapTrade crypto account types

* Schedule SnapTrade syncs after active imports

* Fix SnapTrade account type CI tests

* Normalize SnapTrade card account types

2026-07-31 02:20:03 +02:00

..

admin

Fix SSO provider settings updates (#2210)

2026-06-06 09:14:50 +02:00

api/v1

update transactions_controller (#1953)

2026-07-26 01:42:18 +02:00

brex_items

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

category

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

concerns

Add per-account toggle to disable automatic transaction categorization (#2636)

2026-07-17 07:22:50 +02:00

import

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

settings

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

tag

fix(tags): return 404 for missing or cross-family tag deletion (#2703)

2026-07-30 07:15:50 +02:00

transactions

Added ability to bulk-edit transaction names for multiple selected transactions (#1553)

2026-04-29 18:35:00 +02:00

account_sharings_controller.rb

Family sharing (#1272)

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

account_statements_controller.rb

feat(statements): add account statement vault (#1753)

2026-05-13 21:05:11 +02:00

accountable_sparklines_controller.rb

perf(sparklines): avoid full account loads for linked charts (#2128)

2026-06-02 18:47:09 +02:00

accounts_controller.rb

Wire @kraken_items into the accounts index (#2770)

2026-07-30 09:12:42 +02:00

akahu_items_controller.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

application_controller.rb

refactor: rename beta features gate to preview features (#1837)

2026-05-19 14:41:02 +02:00

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

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

brex_items_controller.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

budget_categories_controller.rb

Fix: BudgetCategoriesController#show NoMethodError for missing budget (#2709)

2026-07-19 07:39:21 +02:00

budgets_controller.rb

feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)

2026-05-18 20:49:28 +02:00

categories_controller.rb

Fix N+1 queries on categories index by batching lookups and removing … (#2163)

2026-07-21 10:00:15 +02:00

chats_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

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

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

credit_cards_controller.rb

feat(sync): add toggle to parse Enable Banking CC balance as available credit (#2512)

2026-07-21 09:15:24 +02:00

cryptos_controller.rb

Fix crypto subtype for trades api (#1022)

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

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

current_sessions_controller.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

depositories_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

enable_banking_items_controller.rb

feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)

2026-06-04 19:53:52 +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

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

family_merchants_controller.rb

Add searchable merge merchants (#2624)

2026-07-22 00:38:52 +02:00

goal_pledges_controller.rb

feat(goals): balance-derived + pledges (#1798)

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

goals_controller.rb

feat(goals): investment-backed goals (Phase 2) (#2491)

2026-06-30 07:26:23 +02:00

holdings_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

ibkr_items_controller.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

impersonation_sessions_controller.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

imports_controller.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

indexa_capital_items_controller.rb

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

insights_controller.rb

feat(insights): gate the insights feed behind preview features (#2788)

2026-07-26 07:18:23 +02:00

investments_controller.rb

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

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

invitations_controller.rb

fix(invitations): allow re-inviting after an unaccepted invite expires (#2543)

2026-07-08 08:59:54 +02:00

invite_codes_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

kraken_items_controller.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

loans_controller.rb

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

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

lookbooks_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

lunchflow_items_controller.rb

Missing translation fallback for account subtypes (#1325)

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

mcp_controller.rb

feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login (#2234)

2026-06-11 16:19:58 +02:00

mercury_items_controller.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

messages_controller.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

mfa_controller.rb

fix(auth): hash MFA backup codes (#1629)

2026-05-05 01:20:57 +02:00

oauth_metadata_controller.rb

feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login (#2234)

2026-06-11 16:19:58 +02:00

oauth_registration_controller.rb

fix: block unsafe OAuth redirect URIs in dynamic registration (#2638)

2026-07-22 00:41:58 +02:00

oidc_accounts_controller.rb

Share family accounts with invited members on every sign-up path (#2650)

2026-07-14 01:39:26 +02:00

onboardings_controller.rb

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller.rb

feat(insights): gate the insights feed behind preview features (#2788)

2026-07-26 07:18:23 +02:00

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

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

pending_duplicate_merges_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

plaid_items_controller.rb

fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)

2026-05-28 14:55:21 +02:00

properties_controller.rb

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

pwa_controller.rb

fix(pwa): harden service worker render to explicitly use js format (#2629)

2026-07-08 08:31:51 +02:00

questrade_items_controller.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

recurring_transactions_controller.rb

Recurring scoping implementation (#1300)

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

redbark_items_controller.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

registrations_controller.rb

Share family accounts with invited members on every sign-up path (#2650)

2026-07-14 01:39:26 +02:00

reports_controller.rb

feat(reports): add net worth chart with breakdown tooltip (#2716)

2026-07-25 05:59:32 +02:00

rules_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

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

feat: Introduce macOS app v0.1.0 (#2762)

2026-07-26 07:44:06 +02:00

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

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

sophtron_items_controller.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

splits_controller.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

subscriptions_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

syncs_controller.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

tags_controller.rb

feat(transactions): add inline tag creation and search in txn form (#1719)

2026-06-01 21:46:32 +02:00

trades_controller.rb

fix(trades): prevent MissingTemplate for Turbo Stream requests on update/create failure (#1893)

2026-05-24 15:51:18 +02:00

trading212_items_controller.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

transaction_attachments_controller.rb

Family sharing (#1272)

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

transaction_categories_controller.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

transactions_controller.rb

feat: show counterpart account in transfer transaction list row (#2643)

2026-07-30 01:11:56 +02:00

transfer_matches_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

transfers_controller.rb

Fix fee display consistency, derive fees from entries, clean schema churn

2026-06-28 19:47:53 +00:00

up_items_controller.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

users_controller.rb

fix(locale): Handle blank locale submission gracefully (#1876)

2026-05-24 15:13:49 +02:00

valuations_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

webhooks_controller.rb

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

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

wise_items_controller.rb

fix(wise): redirect after token submission instead of rendering inline (#2730)

2026-07-21 01:28:53 +02:00