LPW 0b1ed2e72a Replace whole-file pipelock exclude with inline suppression (#1116) ...

Use `# pipelock:ignore Credential in URL` on the specific false
positive line instead of excluding all of client.rb from scanning.
The rest of the file is now scanned normally.

2026-03-04 11:23:14 +01:00

..

account

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

assistant

Replace whole-file pipelock exclude with inline suppression (#1116)

2026-03-04 11:23:14 +01:00

balance

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

balance_sheet

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

chat

…

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

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coinstats_entry

…

coinstats_item

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

concerns

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

demo

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

enable_banking_account

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

enable_banking_entry

…

enable_banking_item

refactor: Improve enable banking panel rendering context (#1073)

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

eval

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

exchange_rate

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

family

Index all PDF imports into vector store with type metadata

2026-02-11 17:34:53 +00:00

holding

fix: allow refreshes from the same source for cost basis updates (#917)

2026-02-06 18:30:50 +01:00

import

Enhanced Import Amount Type Selection (#506)

2026-01-23 22:12:02 +01:00

income_statement

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

indexa_capital_account

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

indexa_capital_item

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

investment_statement

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lunchflow_account

…

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

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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

Auto-categorize investment contributions across all transfer paths (#924)

2026-02-07 16:41:31 +01:00

plaid_entry

…

plaid_item

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

provider

Fix: Yahoo Finance provider Cookie/Crumb Auth (#1082)

2026-03-01 22:48:48 +01:00

recurring_transaction

…

rule

Fix: Handle missing category in SetTransactionCategory executor (#1001)

2026-02-16 14:01:28 +01:00

security

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

simplefin

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simplefin_account

Move money market tickers and patterns to configuration (#712)

2026-01-20 07:44:12 +01:00

simplefin_entry

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simplefin_item

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

snaptrade_account

Fix locale mismatch and add option activity type mappings (#743)

2026-01-23 00:28:17 +01:00

snaptrade_item

Add SnapTrade connection management UI for freeing up connection slots (#747)

2026-01-23 08:55:34 +01:00

tool_call

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trade

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

transaction

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

transfer

Centralize investment_contributions_category logic and update references for streamlined handling.

2026-01-20 17:51:36 -05:00

valuation

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vector_store

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

account_import.rb

feat: Support optional balance date column in account CSV imports (#736)

2026-01-22 15:25:43 +01:00

account_order.rb

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account_provider.rb

…

account.rb

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

address.rb

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api_key.rb

Protect demo API key from deletion (#919)

2026-02-06 21:25:52 +01:00

application_record.rb

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assistant_message.rb

…

assistant.rb

Add external AI assistant with Pipelock security proxy (#1069)

2026-03-03 15:47:51 +01:00

auth_config.rb

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balance_sheet.rb

…

balance.rb

…

budget_category.rb

Fix uncategorized budget category showing incorrect available_to_spend (#1117)

2026-03-04 11:02:19 +01:00

budget.rb

Add budget rollover: copy from previous month (#1100)

2026-03-03 21:13:59 +01:00

category_import.rb

…

category.rb

fix: locale-dependent category duplication bug (#956)

2026-02-15 10:33:51 +01:00

chat.rb

…

coinbase_account.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

coinbase_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

coinstats_account.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

coinstats_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

credit_card.rb

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crypto.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

current.rb

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data_enrichment.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

depository.rb

…

developer_message.rb

…

enable_banking_account.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

enable_banking_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

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: Preserve tags on bulk edits (take 3) (#889)

2026-02-06 14:11:46 +01:00

entryable.rb

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exchange_rate.rb

…

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

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family_merchant_association.rb

…

family_merchant.rb

Implement a setting to retrieve high res logos (#725)

2026-01-21 17:16:51 +01:00

family.rb

Feat/Abstract Assistant into module with registry (#1020)

2026-02-23 07:38:58 -05:00

holding.rb

fix: allow refreshes from the same source for cost basis updates (#917)

2026-02-06 18:30:50 +01:00

impersonation_session_log.rb

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impersonation_session.rb

…

import.rb

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

income_statement.rb

…

indexa_capital_account.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

indexa_capital_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

investment_flow_statement.rb

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

investment_statement.rb

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investment.rb

Add gains by tax treatment to investment report with grouped subtype dropdown (#701)

2026-01-19 15:44:49 +01:00

invitation.rb

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

invite_code.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

llm_usage.rb

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loan.rb

…

lunchflow_account.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

lunchflow_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

market_data_importer.rb

…

measurement.rb

…

merchant.rb

…

mercury_account.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

mercury_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

message.rb

…

mint_import.rb

…

mobile_device.rb

Fix mobile login "Record not found" for unseeded instances (#916)

2026-02-06 18:04:29 +01:00

oidc_identity.rb

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other_asset.rb

…

other_liability.rb

…

pdf_import.rb

PDF ai import (#1006)

2026-02-16 21:11:41 +01:00

period.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

plaid_account.rb

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

plaid_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

property.rb

…

provider_merchant.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

provider.rb

…

recurring_transaction.rb

…

rejected_transfer.rb

…

rule_import.rb

…

rule_run.rb

…

rule.rb

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

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

security.rb

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

series.rb

…

session.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

setting.rb

Add external AI assistant with Pipelock security proxy (#1069)

2026-03-03 15:47:51 +01:00

simplefin_account.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

simplefin_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

snaptrade_account.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

snaptrade_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

sso_audit_log.rb

…

sso_provider_tester.rb

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

sso_provider.rb

Normalize legacy SSO icon values before validation (#955)

2026-02-10 23:14:58 +01:00

subscription.rb

fix: Show cancellation message when subscription is pending cancellation (#752)

2026-01-23 18:55:51 +01:00

sync.rb

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tag.rb

feat: Add tag badge in filter window (#1038)

2026-02-23 17:43:00 -05:00

tagging.rb

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tool_call.rb

…

trade_import.rb

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

trade.rb

feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)

2026-01-20 00:01:55 +01:00

transaction_import.rb

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transaction.rb

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

transfer.rb

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trend.rb

…

user_message.rb

…

user.rb

Add external AI assistant with Pipelock security proxy (#1069)

2026-03-03 15:47:51 +01:00

valuation.rb

…

vector_store.rb

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

vehicle.rb

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