LPW 24981ffd52 Add "Link to existing" option in SnapTrade Setup Accounts modal (#935) ...

* Add account linking functionality for SnapTrade items

- Introduced UI to link existing accounts when setting up SnapTrade items, preventing duplicate account creation.
- Updated controller to fetch linkable accounts.
- Added tests to verify proper filtering of accounts and linking behavior.

* Add `snaptrade_item_id` to account linking flow for SnapTrade items

- Updated controller to allow specifying `snaptrade_item_id` when linking accounts.
- Adjusted form and views to include `snaptrade_item_id` as a hidden field.
- Enhanced tests to validate behavior with the new parameter.

2026-02-08 10:30:46 +01:00

..

admin

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

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

api/v1

fix: Preserve tags on bulk edits (take 3) (#889)

2026-02-06 14:11:46 +01:00

category

New Design System + Codebase Refresh (#1823)

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

concerns

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

import

Feature/pdf import transaction rows (#846)

2026-02-02 16:27:02 +01:00

settings

Protect demo API key from deletion (#919)

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

tag

New Design System + Codebase Refresh (#1823)

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

transactions

fix: Preserve tags on bulk edits (take 3) (#889)

2026-02-06 14:11:46 +01:00

accountable_sparklines_controller.rb

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

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

accounts_controller.rb

Add tests for SnapTrade error handling and refine unlink behavior (#931)

2026-02-07 23:15:18 +01:00

application_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

budget_categories_controller.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

budgets_controller.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

categories_controller.rb

Transaction rules engine V1 (#1900)

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

chats_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

coinbase_items_controller.rb

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

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

coinstats_items_controller.rb

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

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

cookie_sessions_controller.rb

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

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

credit_cards_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

cryptos_controller.rb

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

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

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

current_sessions_controller.rb

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

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

depositories_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

enable_banking_items_controller.rb

Remove "contact support" text

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

family_exports_controller.rb

feat(settings): add pagination to imports and exports pages (#598)

2026-01-20 00:11:22 +01:00

family_merchants_controller.rb

Family merchant logo (#660)

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

holdings_controller.rb

Add security remapping for holdings with sync protection (#692)

2026-01-23 12:54:55 +01:00

impersonation_sessions_controller.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

imports_controller.rb

Feature/pdf import transaction rows (#846)

2026-02-02 16:27:02 +01:00

investments_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

invitations_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

invite_codes_controller.rb

Add ability to delete invite codes (#153)

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

loans_controller.rb

loan: Set the first valuation as the original principal. (#2088)

2025-04-14 09:09:25 -04:00

lookbooks_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

lunchflow_items_controller.rb

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

mercury_items_controller.rb

Mercury integration (#723)

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

messages_controller.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

mfa_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

oidc_accounts_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

onboardings_controller.rb

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller.rb

fix: Broken /terms and /privacy routes (#749)

2026-01-23 11:39:48 +01:00

password_resets_controller.rb

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)

2026-01-07 20:17:23 +01:00

passwords_controller.rb

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

plaid_items_controller.rb

Add support to unlink lunch flow accounts (#318)

2025-11-14 10:42:31 +01:00

properties_controller.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

recurring_transactions_controller.rb

Recurring fixes (#454)

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

registrations_controller.rb

Make first user of instance automatically super_admin (#655)

2026-01-16 21:27:55 +01:00

reports_controller.rb

feat: Add category icons in report table

2026-01-21 22:07:14 +01:00

rules_controller.rb

Use i18n for AI cache reset strings

2026-01-26 09:49:05 +01:00

securities_controller.rb

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

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

sessions_controller.rb

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

2026-02-06 18:04:03 +01:00

simplefin_items_controller.rb

Add stale SimpleFin account detection and improve unlink cleanup (#574)

2026-01-08 15:38:13 +01:00

snaptrade_items_controller.rb

Add "Link to existing" option in SnapTrade Setup Accounts modal (#935)

2026-02-08 10:30:46 +01:00

subscriptions_controller.rb

Hide contribution payments from demo user(s) (#738)

2026-01-23 12:35:49 +01:00

tags_controller.rb

Add ability to delete all tags (#2200)

2025-05-05 12:43:46 -04:00

trades_controller.rb

Add protection indicator to entries and unlock functionality (#765)

2026-01-24 16:03:23 +01:00

transaction_categories_controller.rb

Fix duplicate category menu IDs for mobile/desktop

2026-01-12 22:08:59 +01:00

transactions_controller.rb

feat: Move upcoming recurring transactions in a dedicated tab (#771)

2026-01-27 12:32:35 +01:00

transfer_matches_controller.rb

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

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

transfers_controller.rb

refactor: Use first! for transfer lookup (#837)

2026-01-31 09:50:40 +01:00

users_controller.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

valuations_controller.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -04:00

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

webhooks_controller.rb

Plaid webhook processor

2025-05-24 18:33:59 -04:00