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362ffd72bcd2de5b8ac79ec93d8ab883e86636bf
sure/app/models
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Copilot b6d67b5348 Fix disabled rules executing during automatic sync (#552) 
* Initial plan

* Fix: Only apply active rules during sync

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

* FIX test

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: sokie <sokysrm@gmail.com>
2026-01-07 20:18:17 +01:00
..
account
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
assistant
Providers factory (#250)
2025-10-28 19:32:27 +01:00
balance
…
balance_sheet
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
chat
…
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
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
concerns
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
demo
Make branding configurable (#173)
2025-10-22 19:14:03 +02:00
enable_banking_account
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_entry
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item
fix: Fix Enable Banking sync date determination
2025-11-30 17:58:29 +01:00
eval
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
exchange_rate
Rate exchange fix (#377)
2025-11-24 17:54:18 +01:00
family
Fix disabled rules executing during automatic sync (#552)
2026-01-07 20:18:17 +01:00
holding
…
import
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
income_statement
…
lunchflow_account
Improvements (#379)
2025-11-25 20:21:29 +01:00
lunchflow_entry
Lunchflow UI fixes (#384)
2025-11-27 15:24:34 +01:00
lunchflow_item
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
plaid_account
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_entry
Pending detection, FX metadata, Pending UI badge. (#374)
2025-12-19 23:24:48 +01:00
plaid_item
…
provider
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
recurring_transaction
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule
Add transaction details and notes filters to rules engine (#439)
2025-12-11 00:55:55 +01:00
security
Investment prices fixes (#559)
2026-01-07 16:16:01 +01:00
simplefin
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_account
Fix missing SimpleFIN investment account transactions (#562)
2026-01-07 16:15:28 +01:00
simplefin_entry
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item
Fix missing SimpleFIN investment account transactions (#562)
2026-01-07 16:15:28 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
…
transaction
Transfer Matching: Larger match date window for manual matching (#514)
2025-12-30 19:06:40 +01:00
transfer
…
valuation
…
account_import.rb
…
account_order.rb
…
account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
address.rb
…
api_key.rb
…
application_record.rb
…
assistant_message.rb
…
assistant.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
auth_config.rb
Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)
2025-12-24 00:15:53 +01:00
balance_sheet.rb
…
balance.rb
…
budget_category.rb
fix: Update budget percentage determination method (#440)
2025-12-11 00:14:14 +01:00
budget.rb
…
category_import.rb
Handle missing category import headers and accept name* (#487)
2025-12-22 20:41:37 +01:00
category.rb
Expand budgeting icon options (#341)
2025-12-12 16:05:53 +01:00
chat.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
coinstats_account.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
credit_card.rb
…
crypto.rb
…
current.rb
…
data_enrichment.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
depository.rb
…
developer_message.rb
…
enable_banking_account.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
entry_search.rb
…
entry.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
entryable.rb
…
exchange_rate.rb
…
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant.rb
…
family.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
holding.rb
Fixed average cost calculation
2025-11-23 20:43:55 +05:30
impersonation_session_log.rb
…
impersonation_session.rb
…
import.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
income_statement.rb
Lunchflow integration (#259)
2025-10-30 14:07:16 +01:00
investment.rb
Expand budgeting icon options (#341)
2025-12-12 16:05:53 +01:00
invitation.rb
…
invite_code.rb
…
llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
…
lunchflow_account.rb
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
lunchflow_item.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
market_data_importer.rb
Fetch reciprocal exchange rates when syncing market data (#358)
2025-11-20 19:50:22 +01:00
measurement.rb
…
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
message.rb
…
mint_import.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
mobile_device.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
oidc_identity.rb
Eliminate code duplication in OIDC identity creation (#230)
2025-10-25 22:23:28 +02:00
other_asset.rb
…
other_liability.rb
…
period.rb
New "last month" period and clarify "30D" label
2025-11-27 10:59:33 +01:00
plaid_account.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
property.rb
…
provider_merchant.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
provider.rb
…
recurring_transaction.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rejected_transfer.rb
…
rule_import.rb
Add rules import/export support (#424)
2025-12-07 13:20:54 +01:00
rule_run.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
rule.rb
Rules: Fix no action conditions (#447)
2025-12-12 16:58:57 +01:00
security.rb
…
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
…
setting.rb
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
simplefin_account.rb
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item.rb
Fix missing SimpleFIN investment account transactions (#562)
2026-01-07 16:15:28 +01:00
subscription.rb
…
sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
…
tagging.rb
…
tool_call.rb
…
trade_import.rb
…
trade.rb
…
transaction_import.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
transaction.rb
Pending detection, FX metadata, Pending UI badge. (#374)
2025-12-19 23:24:48 +01:00
transfer.rb
Transfer Matching: Larger match date window for manual matching (#514)
2025-12-30 19:06:40 +01:00
trend.rb
…
user_message.rb
…
user.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
valuation.rb
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vehicle.rb
…