sure/test/models at 1157ea8f201336ca4759bcd2efac37a7b996cb8a - sure

account

perf(sync): scope transfer matching after account sync (#2230 )

2026-06-11 14:39:36 +02:00

akahu_account

feat(provider): Akahu integration (#1921 )

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

akahu_entry

feat(provider): Akahu integration (#1921 )

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

akahu_item

feat(provider): Akahu integration (#1921 )

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

assistant

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

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

balance

fix(balance-sheet): preserve disabled-account net worth history (#1730 )

2026-06-04 22:11:51 +02:00

binance_account

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

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

binance_item

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

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

brex_account/transactions

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

category

feat(settings): add reviewed category merge flow (#1754 )

2026-05-30 00:12:54 +02:00

coinstats_account

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308 )

2026-04-01 20:25:06 +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

Respect CoinStats wallet rate limits (#2251 )

2026-06-08 22:40:34 +02:00

concerns

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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): tolerate any 422 on PDNG fetch (#1805 ) (#1889 )

2026-06-11 16:48:40 +02:00

eval

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exchange_rate

Add improvements from security providers to FX providers also (#1445 )

2026-04-13 00:51:23 +02:00

family

perf(sync): scope transfer matching after account sync (#2230 )

2026-06-11 14:39:36 +02:00

goal_pledge

test(goals): pledge-delta integration coverage (follow-up to #2178 ) (#2206 )

2026-06-08 21:45:35 +02:00

holding

fix(holdings): carry provider cost_basis forward to calculated rows past snapshot date (#1818 )

2026-05-27 23:33:08 +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

indexa_capital_account

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

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

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/investments

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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

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merchant

fix(merchants): preserve manual merchant edits across provider sync (#1981 )

2026-05-30 23:27:18 +02:00

plaid_account

Make categories global (#1160 )

2026-03-11 15:54:01 +01:00

plaid_entry

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plaid_item

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provider

fix: EODHD lookup for EU mutual funds with EUFUND exchange code (#2212 )

2026-06-11 16:17:17 +02:00

provider_merchant

feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265 )

2026-06-09 23:02:26 +02:00

recurring_transaction

Recurring scoping implementation (#1300 )

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

rule

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security

Add super_admin debug event log (#1816 )

2026-05-17 16:55:01 +02:00

simplefin

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simplefin_account

fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed (#1772 )

2026-05-13 18:17:10 +02:00

simplefin_entry

Add Binance support, heavily inspired by the Coinbase one (#1317 )

2026-04-07 14:43:17 +02:00

simplefin_item

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493 )

2026-04-18 09:50:34 +02:00

snaptrade_account

fix: correct SnapTrade cash activity signs (#1634 )

2026-05-12 00:55:46 +02:00

sophtron_item

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

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

transaction

fix(transactions): include enable_banking in pending/confirmed status filter (#1885 )

2026-05-31 22:17:56 +02:00

transfer

Add exchange rate feature with multi-currency transactions and transfers support (#1099 )

2026-04-08 21:05:58 +02:00

valuation

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vector_store

feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986 )

2026-06-08 21:35:12 +02:00

account_ibkr_creation_test.rb

Add Interactive Brokers Provider (#1722 )

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

account_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725 )

2026-05-13 20:07:00 +02:00

account_provider_test.rb

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account_share_test.rb

Family sharing (#1272 )

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

account_simplefin_creation_test.rb

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account_statement_test.rb

fix(tests): avoid coverage rollover fixture collision (#2102 )

2026-06-01 14:58:18 +02:00

account_test.rb

fix(family): include HSA depository accounts in tax-advantaged exclusion (#2004 )

2026-05-31 16:24:01 +02:00

actual_import_test.rb

fix(imports): import Actual rows with blank payee (#2282 )

2026-06-11 09:04:56 +02:00

address_test.rb

fix: change postal_code column from integer to string (#1585 )

2026-04-29 15:30:04 +02:00

akahu_account_test.rb

feat(provider): Akahu integration (#1921 )

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

akahu_item_importer_error_messages_test.rb

feat(provider): Akahu integration (#1921 )

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

akahu_item_unlinking_test.rb

feat(provider): Akahu integration (#1921 )

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

api_key_test.rb

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archived_export_test.rb

Add post-trial inactive Family cleanup with data archival (#1199 )

2026-03-14 20:14:18 +01:00

assistant_message_test.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657 ) (#1658 )

2026-05-03 20:33:29 +02:00

assistant_test.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657 ) (#1658 )

2026-05-03 20:33:29 +02:00

balance_sheet_test.rb

fix(balance-sheet): preserve disabled-account net worth history (#1730 )

2026-06-04 22:11:51 +02:00

binance_account_test.rb

Add Binance support, heavily inspired by the Coinbase one (#1317 )

2026-04-07 14:43:17 +02:00

binance_item_test.rb

Add Binance support, heavily inspired by the Coinbase one (#1317 )

2026-04-07 14:43:17 +02:00

brex_account_test.rb

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

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

brex_item_test.rb

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

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

budget_category_test.rb

feat(assistant): add get_budget function for budget tracking (#1966 )

2026-05-30 00:51:16 +02:00

budget_test.rb

Hide nested budget categories in the Budget spent donut (#1544 )

2026-04-23 21:28:38 +02:00

category_import_test.rb

Make categories global (#1160 )

2026-03-11 15:54:01 +01:00

category_test.rb

fix(categories): avoid index N+1 queries (#2089 )

2026-06-01 21:59:46 +02:00

chat_test.rb

feat(ai): add Anthropic provider with chat parity (1/5) (#1983 )

2026-05-31 16:11:28 +02:00

coinbase_account_test.rb

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coinbase_item_test.rb

…

coinstats_account_test.rb

Add DeFi via Coinstats (#1417 )

2026-04-11 21:37:07 +02:00

coinstats_item_test.rb

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crypto_test.rb

Fix crypto subtype for trades api (#1022 )

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

current_test.rb

…

debug_log_entry_test.rb

Add super_admin debug event log (#1816 )

2026-05-17 16:55:01 +02:00

enable_banking_account_test.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406 )

2026-04-10 23:19:48 +02:00

enable_banking_item_test.rb

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

2026-06-04 19:53:52 +02:00

entry_split_test.rb

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

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

exchange_rate_pair_test.rb

Add improvements from security providers to FX providers also (#1445 )

2026-04-13 00:51:23 +02:00

exchange_rate_test.rb

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family_document_test.rb

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family_export_test.rb

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family_test.rb

feat: add currency management for families with enabled currencies (#1419 )

2026-04-13 19:53:04 +02:00

goal_pledge_test.rb

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

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

goal_test.rb

fix: Savings Goal Marked Reached While Still Short (#2180 )

2026-06-06 17:25:27 +02:00

holding_test.rb

Add Interactive Brokers Provider (#1722 )

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

ibkr_account_processor_test.rb

fix(ibkr): correct historical cash/non-cash split for linked accounts (#1813 )

2026-05-18 21:03:04 +02:00

ibkr_item_importer_test.rb

Add Interactive Brokers Provider (#1722 )

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

ibkr_item_report_parser_test.rb

Add Interactive Brokers Provider (#1722 )

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

ibkr_item_test.rb

Add Interactive Brokers Provider (#1722 )

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

impersonation_session_test.rb

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import_encoding_test.rb

…

import_session_test.rb

feat(imports): add SureImport session batches (#1785 )

2026-06-04 11:48:44 +02:00

income_statement_test.rb

fix IncomeStatement performance issue (#1947 )

2026-06-03 00:09:03 +02:00

indexa_capital_account_test.rb

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indexa_capital_item_test.rb

…

investment_flow_statement_test.rb

perf(reports): collapse investment flow aggregates (#2190 )

2026-06-06 17:11:33 +02:00

investment_statement_test.rb

feat(reports): add Period Return card to Investment Performance (#1962 )

2026-05-28 14:49:04 +02:00

investment_test.rb

feat(investments): add India investment subtypes and exchange support (#1659 )

2026-05-05 01:04:29 +02:00

invitation_test.rb

fix(family-sharing): prevent silent data loss when rehoming or removing users (#1896 )

2026-05-27 23:25:46 +02:00

invite_code_test.rb

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kraken_item_test.rb

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

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

llm_usage_test.rb

feat(ai): Anthropic batch ops + LLM cost ledger (2/5) (#1984 )

2026-06-01 22:00:48 +02:00

loan_test.rb

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

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

lunchflow_item_test.rb

Constrain Lunchflow base URL to trusted endpoint (#1768 )

2026-05-12 12:18:17 +02:00

market_data_importer_test.rb

Add throttling and cross-rate for twelve data (#1396 )

2026-04-07 20:46:05 +02:00

mercury_account_test.rb

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

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

mercury_item_test.rb

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

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

mint_import_test.rb

feat(api): add import preflight validation (#1755 )

2026-05-12 00:00:49 +02:00

mobile_device_test.rb

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oidc_identity_test.rb

fix(sso): preserve user-edited name across OIDC logins (#1777 )

2026-05-12 21:55:22 +02:00

pdf_import_test.rb

refactor(imports): back PDF imports with statements (#1786 )

2026-05-30 00:22:25 +02:00

period_test.rb

feat(dashboard): unify per-widget period selectors into one picker (#2162 )

2026-06-04 23:11:43 +02:00

plaid_account_test.rb

feat: scope Mercury account uniqueness to mercury_item (#1032 )

2026-03-19 15:17:55 +01:00

plaid_item_test.rb

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

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

provider_connection_status_test.rb

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

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

provider_merchant_test.rb

fix(merchants): preserve manual merchant edits across provider sync (#1981 )

2026-05-30 23:27:18 +02:00

provider_test.rb

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qif_import_test.rb

QIF imports: Add date format auto-detection and manual override (#1368 )

2026-04-05 09:27:24 +02:00

recurring_transaction_test.rb

fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers (#2110 )

2026-06-03 00:04:32 +02:00

rule_import_test.rb

fix: preserve wrapped rule import json values (#1358 )

2026-04-03 12:38:37 +02:00

rule_test.rb

Add "Transaction account" as rule condition filter (#1186 )

2026-03-13 07:59:45 +01:00

security_test.rb

Move back to brandfetch (#1427 )

2026-04-10 17:42:16 +02:00

setting_test.rb

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simplefin_account_processor_test.rb

Fix SimpleFIN inverting Loan account balances (#1574 )

2026-04-29 13:00:38 +02:00

simplefin_account_test.rb

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

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

simplefin_item_dedupe_test.rb

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simplefin_item_test.rb

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snaptrade_account_processor_test.rb

fix(snaptrade): import non-primary-currency cash as cash holdings (#1979 )

2026-05-30 23:29:37 +02:00

snaptrade_account_test.rb

FIX schema drift and snaptrade and mercury issues (#1232 )

2026-03-20 14:52:09 +01:00

snaptrade_data_helpers_test.rb

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snaptrade_item_test.rb

Scope SnapTrade orphan cleanup to current family (#1769 )

2026-05-12 12:17:00 +02:00

sophtron_account_test.rb

[codex] Complete Sophtron account mapping (#1698 )

2026-05-08 15:15:23 +02:00

sophtron_item_test.rb

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

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

sso_provider_test.rb

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sso_provider_tester_test.rb

fix(auth): surface exact OIDC issuer mismatches (#1666 )

2026-05-05 00:47:45 +02:00

subscription_test.rb

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sure_import_test.rb

refactor(imports): focus Sure preflight scope (#1833 )

2026-06-03 00:37:21 +02:00

sync_test.rb

fix(jobs): delegate recurring-transaction sync gate to Sync.for_family (#1975 )

2026-05-28 00:01:34 +02:00

tag_test.rb

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trade_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725 )

2026-05-13 20:07:00 +02:00

trade_test.rb

Add Interactive Brokers Provider (#1722 )

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

transaction_attachment_validation_test.rb

feat(transaction): add support for file attachments using Active Storage (#713 )

2026-03-14 23:56:27 +01:00

transaction_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725 )

2026-05-13 20:07:00 +02:00

transaction_test.rb

Add Interactive Brokers Provider (#1722 )

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

transfer_test.rb

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trend_test.rb

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user_message_test.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657 ) (#1658 )

2026-05-03 20:33:29 +02:00

user_test.rb

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

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