MkDev11 111d6839e0 Feat/Abstract Assistant into module with registry (#1020) ...

* Abstract Assistant into module with registry (fixes #1016)

- Add Assistant module with registry/factory (builtin, external)
- Assistant.for_chat(chat) routes by family.assistant_type
- Assistant.config_for(chat) delegates to Builtin for backward compat
- Assistant.available_types returns registered types
- Add Assistant::Base (Broadcastable, respond_to contract)
- Move current behavior to Assistant::Builtin (Provided + Configurable)
- Add Assistant::External stub for future OpenClaw/WebSocket
- Migration: add families.assistant_type (default builtin)
- Family: validate assistant_type inclusion
- Tests: for_chat routing, available_types, External stub, blank chat guard

* Fix RuboCop layout: indentation in Assistant module and tests

* Move new test methods above private so Minitest discovers them

* Clear thinking indicator in External#respond_to to avoid stuck UI

* Rebase onto upstream main: fix schema to avoid spurious diffs

- Rebase feature/abstract-assistant-1016 onto we-promise/main
- Rename migration to 20260218120001 to avoid duplicate version with backfill_crypto_subtype
- Regenerate schema from upstream + assistant_type only (keeps vector_store_id, realized_gain, etc.)
- PR schema diff now shows only assistant_type addition and version bump

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Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com>

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

..

account

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

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

assistant

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

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

balance

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

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

coinstats_account

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

coinstats_entry

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

coinstats_item

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

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

concerns

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

2026-02-06 18:04:03 +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

…

family

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

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

holding

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

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

indexa_capital_account

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

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

lunchflow_account/investments

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

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

plaid_account

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

2026-02-07 16:41:31 +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

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

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

recurring_transaction

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

rule

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

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

security

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

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

simplefin

UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)

2025-11-24 14:07:14 +01:00

simplefin_account

Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)

2026-01-10 17:24:23 +01:00

simplefin_entry

Add pending transaction handling and duplicate reconciliation logic (#602)

2026-01-10 20:11:00 +01:00

simplefin_item

Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)

2026-01-08 11:44:38 +01:00

snaptrade_account

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

transaction

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

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

transfer

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

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

valuation

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

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

vector_store

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

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

account_import_test.rb

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

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

account_provider_test.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

account_simplefin_creation_test.rb

UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)

2025-11-24 14:07:14 +01:00

account_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00

address_test.rb

…

api_key_test.rb

Protect demo API key from deletion (#919)

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

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

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

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

balance_sheet_test.rb

Localization for an accountable group and sidebar (#257)

2025-11-01 10:15:33 +01:00

budget_category_test.rb

Allow subcategories to inherit parent budget without individual limits (#579)

2026-01-21 22:10:15 +01:00

budget_test.rb

Fix budget category totals to account for refunds and reimbursements (#824)

2026-01-31 09:41:28 +01:00

category_import_test.rb

Handle missing category import headers and accept name* (#487)

2025-12-22 20:41:37 +01:00

category_test.rb

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

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

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

coinbase_account_test.rb

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

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

coinbase_item_test.rb

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

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

coinstats_account_test.rb

feat: Support multiple crypto wallets with same token (#676)

2026-01-18 11:27:09 +01:00

coinstats_item_test.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

crypto_test.rb

Fix crypto subtype for trades api (#1022)

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

current_test.rb

…

developer_message_test.rb

…

exchange_rate_test.rb

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

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

family_document_test.rb

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

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

family_export_test.rb

More rebranding changes (#159)

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

family_test.rb

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

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

holding_test.rb

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

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

impersonation_session_test.rb

More rebranding changes (#159)

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

import_encoding_test.rb

Reports print functionality (#622)

2026-01-12 14:40:30 +01:00

income_statement_test.rb

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

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

indexa_capital_account_test.rb

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

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

indexa_capital_item_test.rb

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

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

investment_test.rb

Add tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

invitation_test.rb

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

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

invite_code_test.rb

…

loan_test.rb

…

market_data_importer_test.rb

Provider investment fixes (#600)

2026-01-10 15:43:07 +01:00

mercury_item_test.rb

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mobile_device_test.rb

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

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

oidc_identity_test.rb

Eliminate code duplication in OIDC identity creation (#230)

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

pdf_import_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00

period_test.rb

Fixes & Improvements (#316)

2025-11-11 19:51:07 +01:00

plaid_item_test.rb

Lunch flow improvements (#268)

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

provider_test.rb

…

recurring_transaction_test.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rule_import_test.rb

Add rules import/export support (#424)

2025-12-07 13:20:54 +01:00

rule_test.rb

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

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

security_test.rb

…

setting_test.rb

Fixes & Improvements (#316)

2025-11-11 19:51:07 +01:00

simplefin_account_processor_test.rb

Add test for dormant credit cards with zero balance and adjust processor logic (#630)

2026-01-13 09:32:05 +01:00

simplefin_account_test.rb

Feature/simplefin integration (#94)

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

simplefin_item_dedupe_test.rb

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

simplefin_item_test.rb

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

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

snaptrade_account_processor_test.rb

Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)

2026-01-23 00:27:00 +01:00

snaptrade_account_test.rb

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

snaptrade_data_helpers_test.rb

Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)

2026-01-23 00:27:00 +01:00

snaptrade_item_test.rb

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

sso_provider_test.rb

Normalize legacy SSO icon values before validation (#955)

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

subscription_test.rb

…

sync_test.rb

Handle duplicate sync jobs

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

tag_test.rb

…

trade_import_test.rb

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

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

trade_test.rb

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

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

transaction_import_test.rb

Enhanced Import Amount Type Selection (#506)

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

transaction_test.rb

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

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

transfer_test.rb

Add investment activity detection, labels, and exclusions

2026-01-12 15:35:14 -05:00

trend_test.rb

…

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

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

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