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sure/test/controllers
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Copilot ec1562782b Make parent budgets auto-aggregate from subcategory edits (#1312) 
* Initial plan

* Auto-sum parent budgets from subcategory edits

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Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Finalize subcategory budget parent aggregation

Agent-Logs-Url: https://github.com/we-promise/sure/sessions/f1c1b9ef-0e5d-4300-8f1b-e40876abfdcd

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Address follow-up review on budget aggregation

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---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2026-04-07 16:41:45 +02:00
..
admin
Group users by family in /admin/users (#1139)
2026-03-06 23:38:25 +01:00
api/v1
fix: instantiate RuleImport before generating rows (#1354)
2026-04-03 01:33:11 +02:00
category
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
concerns
Use browser Accept-Language for login and onboarding locale (#768)
2026-01-24 22:00:41 +01:00
import
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
settings
Add default family selection for invite-only onboarding mode (#1174)
2026-03-10 18:12:53 +01:00
tag
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
transactions
Add Quick Categorize Wizard (#1386)
2026-04-07 11:24:50 +02:00
accountable_sparklines_controller_test.rb
Balance sheet cache layer, non-blocking sync UI (#2356)
2025-06-10 18:20:06 -04:00
accounts_controller_test.rb
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00
archived_exports_controller_test.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
binance_items_controller_test.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
budget_categories_controller_test.rb
Make parent budgets auto-aggregate from subcategory edits (#1312)
2026-04-07 16:41:45 +02:00
categories_controller_test.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
chats_controller_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
coinbase_items_controller_test.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_items_controller_test.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
credit_cards_controller_test.rb
Add instituion details & notes to Account model (#481)
2025-12-24 00:59:50 +01:00
cryptos_controller_test.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
currencies_controller_test.rb
Shared money input should respond to change in currency (#654)
2024-04-20 08:07:06 -04:00
current_sessions_controller_test.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
depositories_controller_test.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
email_confirmations_controller_test.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
family_exports_controller_test.rb
Fix export polling missing template error (#796) (#721)
2026-02-25 17:09:51 -05:00
family_merchants_controller_test.rb
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
holdings_controller_test.rb
feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)
2026-03-06 10:05:52 +01:00
impersonation_sessions_controller_test.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
imports_controller_test.rb
Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
2026-03-23 14:27:41 +01:00
indexa_capital_items_controller_test.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
investments_controller_test.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
invitations_controller_test.rb
Remove Flipper and replace with ENV-driven FeatureFlags (#957)
2026-02-10 23:30:45 +01:00
invite_codes_controller_test.rb
Add default family selection for invite-only onboarding mode (#1174)
2026-03-10 18:12:53 +01:00
loans_controller_test.rb
Add instituion details & notes to Account model (#481)
2025-12-24 00:59:50 +01:00
mcp_controller_test.rb
Add MCP server endpoint for external AI assistants (#1051)
2026-02-23 09:13:15 -05:00
messages_controller_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
mfa_controller_test.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
oidc_accounts_controller_test.rb
Make first user of instance automatically super_admin (#655)
2026-01-16 21:27:55 +01:00
onboardings_controller_test.rb
Add family moniker selection and dynamic UI labels (#981)
2026-02-13 19:30:29 +01:00
other_assets_controller_test.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
other_liabilities_controller_test.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
pages_controller_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
password_resets_controller_test.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
pending_duplicate_merges_controller_test.rb
feat: add pending transaction manual merging tool (#1088)
2026-03-14 20:32:13 +01:00
plaid_items_controller_test.rb
Add support to unlink lunch flow accounts (#318)
2025-11-14 10:42:31 +01:00
properties_controller_test.rb
Add instituion details & notes to Account model (#481)
2025-12-24 00:59:50 +01:00
registrations_controller_test.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
reports_controller_test.rb
Refactor report and dashboard table layouts to semantic HTML (#1222)
2026-03-22 11:50:33 +01:00
rules_controller_test.rb
fix: Handle empty compound conditions on rules index (#965)
2026-02-13 19:53:24 +01:00
sessions_controller_test.rb
Enable Google SSO account creation in Flutter app (#1164)
2026-03-09 16:47:32 +01:00
simplefin_items_controller_test.rb
refactor: streamline SimpleFIN connection updates for improved efficiency (#631)
2026-01-13 09:39:26 +01:00
snaptrade_items_controller_test.rb
fix: Resolve infinite sync loop on SnapTrade setup accounts page (#1256)
2026-03-23 14:22:37 +01:00
splits_controller_test.rb
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
subscriptions_controller_test.rb
Hide contribution payments from demo user(s) (#738)
2026-01-23 12:35:49 +01:00
tags_controller_test.rb
# test(api): Add request specs for merchants and tags endpoints (#645)
2026-01-23 10:18:22 +01:00
trades_controller_test.rb
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
transaction_attachments_controller_test.rb
feat(transaction): add support for file attachments using Active Storage (#713)
2026-03-14 23:56:27 +01:00
transactions_controller_test.rb
Show inflow/outflow totals for transfer filter (#1134)
2026-03-26 21:12:01 +01:00
transfer_matches_controller_test.rb
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
transfers_controller_test.rb
Fix: Fix unalble to reject automatched transfers (#2102)
2025-04-14 09:05:25 -04:00
users_controller_test.rb
Use browser Accept-Language for login and onboarding locale (#768)
2026-01-24 22:00:41 +01:00
valuations_controller_test.rb
Add reconciliation manager (#2459)
2025-07-16 11:31:47 -04:00
vehicles_controller_test.rb
Add instituion details & notes to Account model (#481)
2025-12-24 00:59:50 +01:00
webhooks_controller_test.rb
Billing (#1269)
2024-10-08 14:37:47 -05:00