soky srm 106fcd06e4 Lunch flow improvements (#268) ...

- Add support to link existing account with lunch-flow
The account will be promoted to a lunch flow connection now
( TBD if we want to allow un-linking? )
- Add support for proper de-dup at provider import level. This will handle de-dups for Lunch Flow, Plaid and SimpleFIN
- Fix plaid account removal on invalid credentials

2025-10-31 13:29:44 +01:00

..

account

Lunch flow improvements (#268)

2025-10-31 13:29:44 +01:00

balance

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

concerns

Encapsulate enrichment actions, add tests

2025-05-20 11:33:35 -04:00

exchange_rate

Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)

2025-05-17 16:37:16 -04:00

family

feat: Add Brand Fetch logo link for logos (see #43) (#99)

2025-08-11 22:34:54 +02:00

holding

Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)

2025-06-26 16:57:17 -04:00

plaid_account

Providers factory (#250)

2025-10-28 19:32:27 +01:00

plaid_entry

Providers factory (#250)

2025-10-28 19:32:27 +01:00

plaid_item

Increase specificity of filter when fetching Plaid liabilities

2025-05-24 19:16:55 -04:00

provider

Add support for dynamic config UI (#256)

2025-10-29 13:11:04 +01:00

rule

Implement a filter for category (#215)

2025-10-22 17:03:00 +02:00

security

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

transaction

Separate exclude and one-time transaction handling (#2400)

2025-06-20 17:10:36 -04:00

transfer

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

valuation

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_import_test.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_provider_test.rb

Providers factory (#250)

2025-10-28 19:32:27 +01:00

account_test.rb

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

address_test.rb

Fix: No comma when locality is empty (small fix) (#2111)

2025-04-16 20:26:45 -05:00

api_key_test.rb

Fix linting issues and update API key test for source validation

2025-06-18 08:28:32 -05:00

assistant_message_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

assistant_test.rb

Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)

2025-10-24 12:04:19 +02:00

balance_sheet_test.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

budget_test.rb

Fix budget navigation to allow selecting previous months

2025-07-23 18:26:04 -04:00

category_test.rb

Ensure Consistent Category Colors (#1722)

2025-01-30 16:49:31 -05:00

chat_test.rb

Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)

2025-10-24 12:04:19 +02:00

current_test.rb

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

developer_message_test.rb

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

exchange_rate_test.rb

Market data sync refinements (#2252)

2025-05-16 14:17:56 -04:00

family_export_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

family_test.rb

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

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

holding_test.rb

holding: Add multi-currency support for average costs calculations. (#2153)

2025-05-06 12:12:44 -04:00

impersonation_session_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

income_statement_test.rb

Separate exclude and one-time transaction handling (#2400)

2025-06-20 17:10:36 -04:00

invite_code_test.rb

Use consistent language for invite codes

2024-02-02 19:37:10 -06:00

loan_test.rb

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

market_data_importer_test.rb

feat: Add Twelve Data provider for exchange rates and securities (#2)

2025-07-31 23:31:37 +02:00

mobile_device_test.rb

Add secure OAuth2-based mobile authentication

2025-06-18 08:20:22 -05:00

oidc_identity_test.rb

Eliminate code duplication in OIDC identity creation (#230)

2025-10-25 22:23:28 +02:00

period_test.rb

Fix time period key conflicts (#1944)

2025-03-03 12:47:20 -05:00

plaid_item_test.rb

Lunch flow improvements (#268)

2025-10-31 13:29:44 +01:00

provider_test.rb

Use faraday retry, move retry logic to concrete provider level (#2042)

2025-04-01 08:41:49 -04:00

rule_test.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

security_test.rb

Handle case sensitive values when creating securities

2025-05-08 14:31:43 -04:00

setting_test.rb

Implement support for generic OpenAI api (#213)

2025-10-22 16:02:50 +02:00

simplefin_account_test.rb

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

simplefin_item_test.rb

Fix SimpleFin investment holdings and comprehensive integration improvements (#104)

2025-10-22 19:51:24 +02:00

subscription_test.rb

Improve rules - add name, allow sorting, improve UI (#2177)

2025-05-13 15:53:13 -04:00

sync_test.rb

Handle duplicate sync jobs

2025-05-24 17:58:17 -04:00

tag_test.rb

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

trade_import_test.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

trade_test.rb

Increasing trades.price decimal scale (#89)

2025-10-21 18:22:24 +02:00

transaction_import_test.rb

Feature: Add "amount type" configuration column for CSV imports (#1947)

2025-04-18 10:48:10 -04:00

transfer_test.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

trend_test.rb

New Design System + Codebase Refresh (#1823)

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

user_message_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

user_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00