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26aa260fb1a44c845aab98221956582a4c12da83
sure/app/models
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Milo 26aa260fb1 Respect manually selected account type in SimpleFIN liability logic (#1214) 
* Fix: don't let inferred liability overrride linked account type

* Update file tests to match new code, fix Ruby linter warning.
2026-03-17 18:22:07 +01:00
..
account
feat(balance): Incremental ForwardCalculator — only recalculate from changed date forward (#1151)
2026-03-15 21:29:01 +01:00
assistant
Document admin-only reset auth in OpenAPI docs (#1198)
2026-03-15 00:23:38 +01:00
balance
feat(balance): Incremental ForwardCalculator — only recalculate from changed date forward (#1151)
2026-03-15 21:29:01 +01:00
balance_sheet
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
chat
…
coinbase_account
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_account
…
coinstats_entry
…
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 QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
demo
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
enable_banking_account
fix: Properly compute credit card balance for Enable Banking accounts (#663)
2026-01-18 15:11:34 +01:00
enable_banking_entry
Fallback to transaction_date when booking_date and value_date are unavailable (#1215)
2026-03-17 15:26:24 +01:00
enable_banking_item
refactor: Improve enable banking panel rendering context (#1073)
2026-03-01 23:23:25 +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
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
family
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
holding
feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)
2026-03-06 10:05:52 +01:00
import
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
income_statement
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
indexa_capital_account
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
investment_statement
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
lunchflow_account
Remove InvestmentActivityDetector and related functionality
2026-01-12 15:35:14 -05:00
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
merchant
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
mercury_account
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_entry
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_item
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
plaid_account
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Fix Plaid link script loading and first-sync account linking (#1165)
2026-03-13 08:11:51 +01:00
provider
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
recurring_transaction
…
rule
Add "Transaction account" as rule condition filter (#1186)
2026-03-13 07:59:45 +01:00
security
feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)
2026-03-06 10:05:52 +01:00
simplefin
…
simplefin_account
Respect manually selected account type in SimpleFIN liability logic (#1214)
2026-03-17 18:22:07 +01:00
simplefin_entry
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
simplefin_item
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
snaptrade_account
Fix locale mismatch and add option activity type mappings (#743)
2026-01-23 00:28:17 +01:00
snaptrade_item
Add SnapTrade connection management UI for freeing up connection slots (#747)
2026-01-23 08:55:34 +01:00
tool_call
…
trade
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
transfer
Centralize investment_contributions_category logic and update references for streamlined handling.
2026-01-20 17:51:36 -05:00
valuation
…
vector_store
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
account_import.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
account_order.rb
…
account_provider.rb
…
account.rb
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00
address.rb
…
api_key.rb
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
application_record.rb
…
archived_export.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
assistant_message.rb
…
assistant.rb
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
auth_config.rb
…
balance_sheet.rb
…
balance.rb
…
budget_category.rb
Fix uncategorized budget category showing incorrect available_to_spend (#1117)
2026-03-04 11:02:19 +01:00
budget.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category_import.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category.rb
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
chat.rb
Remove unused DeveloperMessage model (#1207)
2026-03-16 20:22:11 +01:00
coinbase_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
coinbase_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
coinstats_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
coinstats_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
credit_card.rb
…
crypto.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
current.rb
…
data_enrichment.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
depository.rb
…
enable_banking_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
enable_banking_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
entry_search.rb
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
entry.rb
fix: Preserve tags on bulk edits (take 3) (#889)
2026-02-06 14:11:46 +01:00
entryable.rb
…
exchange_rate.rb
…
family_document.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_export.rb
…
family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +01:00
family.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
holding.rb
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import.rb
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
income_statement.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
indexa_capital_account.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
investment_flow_statement.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
investment_statement.rb
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
investment.rb
Add gains by tax treatment to investment report with grouped subtype dropdown (#701)
2026-01-19 15:44:49 +01:00
invitation.rb
Administer invitations in /admin/users (#1185)
2026-03-14 11:32:33 +01:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
llm_usage.rb
…
loan.rb
…
lunchflow_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
lunchflow_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
market_data_importer.rb
…
measurement.rb
…
merchant.rb
…
mercury_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
mercury_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
message.rb
…
mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
…
other_asset.rb
…
other_liability.rb
…
pdf_import.rb
PDF ai import (#1006)
2026-02-16 21:11:41 +01:00
period.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
plaid_account.rb
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
plaid_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
property.rb
…
provider_merchant.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
provider.rb
…
qif_import.rb
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
recurring_transaction.rb
…
rejected_transfer.rb
…
rule_import.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
rule_run.rb
…
rule.rb
fix: Handle empty compound conditions on rules index (#965)
2026-02-13 19:53:24 +01:00
security.rb
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
series.rb
…
session.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
setting.rb
Document admin-only reset auth in OpenAPI docs (#1198)
2026-03-15 00:23:38 +01:00
simplefin_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
simplefin_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
snaptrade_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
snaptrade_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
sso_audit_log.rb
…
sso_provider_tester.rb
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
sso_provider.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sync.rb
…
tag.rb
feat: Add tag badge in filter window (#1038)
2026-02-23 17:43:00 -05:00
tagging.rb
…
tool_call.rb
…
trade_import.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
trade.rb
feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)
2026-01-20 00:01:55 +01:00
transaction_import.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
transaction.rb
feat(transaction): add support for file attachments using Active Storage (#713)
2026-03-14 23:56:27 +01:00
transfer.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend.rb
…
user_message.rb
…
user.rb
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00
valuation.rb
…
vector_store.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
vehicle.rb
…