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12d2f4e36d4187f30a7c39be7eb2f04c815f6252
sure/test/models
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soky srm 12d2f4e36d Provider merchants enhancement (#1254) 
* Add AI merchant enhancement and dedup

* Enhancements

Add error if job is already running
add note that we also merge merchants

* Allow updating provider website

* Review fixes

* Update provider_merchant.rb

* Linter and fixes

* FIX transaction quick menu modal
2026-03-23 12:34:43 +01:00
..
account
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
assistant
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
balance
feat(balance): Incremental ForwardCalculator — only recalculate from changed date forward (#1151)
2026-03-15 21:29:01 +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
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
family
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +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
Make categories global (#1160)
2026-03-11 15:54:01 +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
Fix: Yahoo Finance provider Cookie/Crumb Auth (#1082)
2026-03-01 22:48:48 +01:00
provider_merchant
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +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
Make categories global (#1160)
2026-03-11 15:54:01 +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
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +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
Fix [1018]: Add Date field when entering Account Balance (#1068)
2026-03-06 10:22:01 +01:00
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
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
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
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
Check for pending invitations before creating new Family during SSO log in/sign up (#1171)
2026-03-10 13:38:42 +01:00
balance_sheet_test.rb
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
budget_category_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
budget_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category_import_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +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
…
entry_split_test.rb
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
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
Make categories global (#1160)
2026-03-11 15:54:01 +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
Make categories global (#1160)
2026-03-11 15:54:01 +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
Enforce one pending invitation per email across all families (#1173)
2026-03-10 13:44:53 +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_account_test.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +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_account_test.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
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
qif_import_test.rb
Fix tests
2026-03-15 00:49:14 +01:00
recurring_transaction_test.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule_import_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
rule_test.rb
Add "Transaction account" as rule condition filter (#1186)
2026-03-13 07:59:45 +01:00
security_test.rb
Handle case sensitive values when creating securities
2025-05-08 14:31:43 -04:00
setting_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
simplefin_account_processor_test.rb
Respect manually selected account type in SimpleFIN liability logic (#1214)
2026-03-17 18:22:07 +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
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +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
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
…
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_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
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
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
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00