LPW 237035c8d4 Improve convert-to-trade security selection with search-first UX (#703) ...

* Enhance security handling logic:
- Prioritize user's country in sorting securities and country codes.
- Add comprehensive mapping for MIC codes to user-friendly exchange names.
- Revamp combobox to consistently pull from a provider when available.
- Improve handling of custom ticker and exchange input fields.

* Localize securities combobox display and exchange labels.

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>

2026-01-19 15:49:51 +01:00

..

accountable_sparklines

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

accounts

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

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

admin

Add support for displaying and managing legacy SSO providers (#628)

2026-01-13 09:37:19 +01:00

api/v1

Feat: /import endpoint & drag-n-drop imports (#501)

2026-01-10 16:39:18 +01:00

assistant_messages

Light / dark assistant icon

2025-05-02 11:36:32 -04:00

budget_categories

Implement holdings for lunch flow (#590)

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

budgets

fix: PWA display issues (#653)

2026-01-15 12:53:35 +01:00

categories

Implement holdings for lunch flow (#590)

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

category

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

chats

Demo warning in /chat UI (#466)

2025-12-19 16:30:21 +01:00

coinstats_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

credit_cards

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

cryptos

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

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

depositories

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

developer_messages

Personal finance AI (v1) (#2022)

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

doorkeeper

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

email_confirmation_mailer

Fix EU plaid flow (#1761)

2025-01-31 17:04:26 -05:00

enable_banking_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

entries

Update selection bar styles and group classes (#648)

2026-01-14 19:42:44 +01:00

family_exports

copilot suggestion

2026-01-05 02:13:12 +01:00

family_merchants

Family merchant logo (#660)

2026-01-15 17:00:32 +01:00

holdings

fix: Investments page mobile (#654)

2026-01-15 10:32:52 +01:00

impersonation_sessions

More rebranding changes (#159)

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

import

Update _transaction_import.html.erb

2026-01-13 13:41:05 +01:00

imports

Remove "contact support" text

2026-01-18 08:13:29 +00:00

investment_activity

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

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

investments

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

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

invitation_mailer

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

invitations

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

invite_codes

Add ability to delete invite codes (#153)

2025-09-22 09:29:23 +02:00

layouts

fix: PWA display issues (#653)

2026-01-15 12:53:35 +01:00

loans

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

lunchflow_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

messages

Implement support for generic OpenAI api (#213)

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

mfa

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

oidc_accounts

Fix missing SSO JIT account creation template (#679)

2026-01-16 21:00:24 +01:00

onboardings

Expand budgeting icon options (#341)

2025-12-12 16:05:53 +01:00

other_assets

Add UI clarity for non-cash account balance tracking (#336)

2025-11-17 18:20:39 +01:00

other_liabilities

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

pages

Remove relative positioning from net worth chart div (#687)

2026-01-18 11:21:35 +01:00

password_mailer

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

password_resets

Password reset back button also after confirmation

2025-10-07 19:35:57 +02:00

passwords

Use DB for auth sessions (#1233)

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

plaid_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

properties

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

pwa

PWA offline error page + login page cleanup (#327)

2025-11-16 21:12:48 +01:00

recurring_transactions

Implement holdings for lunch flow (#590)

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

registrations

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

reports

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

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

rule

Fix action value rendering for text-type executors in rule form (#527)

2025-12-31 10:46:26 +01:00

rules

Implement Run all rules (#582)

2026-01-08 15:20:14 +01:00

securities

Improve convert-to-trade security selection with search-first UX (#703)

2026-01-19 15:49:51 +01:00

sessions

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

settings

feat: Allow to change country code in already existing Enable Banking connection, to link banks from other countries (#699)

2026-01-19 13:57:07 +01:00

shared

Implement holdings for lunch flow (#590)

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

simplefin_items

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

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

subscriptions

More rebranding changes (#159)

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

tag/deletions

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

tags

UI quick fixes (#684)

2026-01-17 15:59:37 +01:00

trades

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

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

transactions

Improve convert-to-trade security selection with search-first UX (#703)

2026-01-19 15:49:51 +01:00

transfer_matches

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

transfers

Add primary text color to amount in header (#640)

2026-01-13 23:04:56 +01:00

user_messages

Implement dark mode (#2078)

2025-04-11 09:28:00 -05:00

users

More rebranding changes (#159)

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

valuations

Add primary text color to amount in header (#640)

2026-01-13 23:04:56 +01:00

vehicles

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00