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sure/test/models
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Sure Admin (bot) 73d43bc1d0 Fix SSO JIT new family creator role (#3024) 
* Fix SSO JIT new family creator role

* Preserve super admin SSO creator defaults

* Update new family creator role test
2026-08-14 03:59:02 +02:00
..
account
feat(accounts): add Gains / ROI chart view for investment accounts (#2660)
2026-07-25 20:14:56 +02:00
akahu_account
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
akahu_item
fix(akahu): pull full history on initial Akahu sync (#2779)
2026-07-25 20:11:25 +02:00
assistant
fix(ai): drop empty data-driven enums from assistant function schemas (#3016)
2026-08-14 02:59:59 +02:00
balance
feat(accounts): add Gains / ROI chart view for investment accounts (#2660)
2026-07-25 20:14:56 +02:00
balance_sheet
Stabilize net worth breakdown series test dates (#2863)
2026-07-31 03:19:33 +02:00
binance_account
fix(binance): correct base_url for futures api endpoint, start_time param (#2839)
2026-08-04 23:55:18 +02:00
binance_item
feat(binance): add full account sync and transaction processing (#1822)
2026-05-27 23:58:00 +02:00
brex_account/transactions
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_entry
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
category
feat(settings): add reviewed category merge flow (#1754)
2026-05-30 00:12:54 +02:00
coinbase_account
fix(coinbase): qualify HoldingsProcessor constant reference (#2702)
2026-07-17 06:35:57 +02:00
coinstats_account
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_entry
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_item
feat(mobile): add SureCard primitive and migrate account cards (#2370)
2026-06-20 21:43:20 +02:00
concerns
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
enable_banking_account
fix(enable-banking): preserve manual card limit when provider reports zero (#2841)
2026-08-01 08:44:30 +02:00
enable_banking_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
enable_banking_item
fix: tolerate Trade Republic Enable Banking pagination/PDNG errors (#392) (#2828)
2026-08-01 08:27:59 +02:00
eval
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
fix(exports): include merchants.csv in family data export (#2758)
2026-08-01 08:45:14 +02:00
goal_pledge
test(goals): pledge-delta integration coverage (follow-up to #2178) (#2206)
2026-06-08 21:45:35 +02:00
holding
Fix income trades (interest/dividend) wiping security holdings to $0 (#2673)
2026-07-14 01:33:35 +02:00
ibkr_account
feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows (#1970)
2026-05-26 22:48:23 +02:00
ibkr_item
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
indexa_capital_account
fix(indexa_capital): correct cash activity amount-sign convention (#2793) (#2801)
2026-07-26 01:47:53 +02:00
insight
fix(insights): respect recurring_transactions_disabled in subscription_audit (#2831)
2026-08-01 08:47:50 +02:00
kraken_account
feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)
2026-06-30 07:35:14 +02:00
kraken_item
feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)
2026-06-30 07:35:14 +02:00
lunchflow_account/investments
…
lunchflow_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
lunchflow_item
fix(lunchflow): prune orphaned accounts deleted upstream (#1861) (#1886)
2026-07-17 22:49:31 +02:00
merchant
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
mercury_account
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
mercury_entry
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
mercury_item
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
oidc
fix(sso): request OIDC group claims (#2503)
2026-07-04 08:24:31 +02:00
plaid_account
Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)
2026-06-11 20:26:40 +02:00
plaid_entry
Add per-account toggle to disable automatic transaction categorization (#2636)
2026-07-17 07:22:50 +02:00
plaid_item
…
provenance
Tooling for the wealth + tax agent harness (#2848)
2026-08-04 23:33:01 +02:00
provider
feat(yahoo_finance): add Indonesia Stock Exchange (XIDX) support (#3000)
2026-08-12 07:19:14 +02:00
provider_merchant
feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)
2026-06-09 23:02:26 +02:00
questrade_account
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
recurring_transaction
perf(recurring): batch recurring transaction identification (#2239)
2026-06-18 12:28:32 +02:00
redbark_account
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
redbark_item
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
rule
Add “Is not equal to” operator for transaction amount rules (#2922)
2026-08-05 19:55:15 +02:00
security
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
simplefin
…
simplefin_account
fix: add Schwab to SimpleFIN total-basis cost_basis allowlist (#2986)
2026-08-10 07:20:55 +02:00
simplefin_entry
Don’t re-create pending SimpleFIN transactions when pending sync is disabled (#2835)
2026-07-30 01:13:02 +02:00
simplefin_item
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
snaptrade_account
fix(snaptrade): sign bare TRANSFER activities by provider direction (#2792)
2026-07-25 18:54:37 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
transaction
fix(transactions): include enable_banking in pending/confirmed status filter (#1885)
2026-05-31 22:17:56 +02:00
transfer
Add tags support for transfer transactions (#2921)
2026-08-05 19:47:34 +02:00
up_entry
feat(up): flag internal transfers and round-ups as funds_movement (#2460)
2026-06-30 08:19:25 +02:00
up_item
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
valuation
…
vector_store
feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)
2026-06-08 21:35:12 +02:00
wise_activity
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
wise_entry
Fix wise imports only 90 days history on initial setup (#2998)
2026-08-11 23:21:08 +02:00
wise_item
Fix wise imports only 90 days history on initial setup (#2998)
2026-08-11 23:21:08 +02:00
wise_statement
Fix wise imports only 90 days history on initial setup (#2998)
2026-08-11 23:21:08 +02:00
account_ibkr_creation_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
account_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
account_provider_test.rb
…
account_share_test.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account_simplefin_creation_test.rb
…
account_statement_test.rb
fix: only mark overlapping statement periods as duplicate (#2569)
2026-07-04 03:27:59 +02:00
account_test.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
actual_import_test.rb
fix(imports): import Actual rows with blank payee (#2282)
2026-06-11 09:04:56 +02:00
address_test.rb
fix: change postal_code column from integer to string (#1585)
2026-04-29 15:30:04 +02:00
akahu_account_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item_importer_error_messages_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item_unlinking_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
api_key_test.rb
Allow multiple active API keys per user (#2077)
2026-06-26 06:47:38 +02:00
archived_export_test.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
assistant_message_test.rb
fix(chat): clear assistant bubble on destroy so the chat doesn't hang on Thinking (#2315)
2026-06-14 22:09:02 +02:00
assistant_test.rb
Fix chained assistant tool calls (#2767)
2026-08-04 23:19:20 +02:00
background_job_console_test.rb
feat(settings): super-admin background jobs console (#2682)
2026-07-21 05:50:40 +02:00
background_job_health_test.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
balance_sheet_test.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
binance_account_test.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
binance_item_test.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_account_test.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item_test.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
budget_category_test.rb
feat(assistant): add get_budget function for budget tracking (#1966)
2026-05-30 00:51:16 +02:00
budget_test.rb
feat(plan): unify Budgets and Goals under a single Plan tab (#2687)
2026-08-01 08:51:08 +02:00
category_import_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category_test.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
chat_test.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
coinbase_account_test.rb
…
coinbase_item_test.rb
…
coinstats_account_test.rb
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_item_test.rb
…
crypto_test.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
current_test.rb
…
debug_log_entry_test.rb
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
enable_banking_account_processor_test.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
enable_banking_account_test.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item_test.rb
feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)
2026-06-04 19:53:52 +02:00
entry_split_test.rb
feat(splits): add exclusion support for splits and improve rendering (#1661)
2026-05-09 12:36:41 +02:00
entry_test.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
exchange_rate_pair_test.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
exchange_rate_test.rb
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
family_document_test.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_export_test.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
family_merchant_test.rb
fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)
2026-07-26 01:38:31 +02:00
family_test.rb
fix: gracefully handle invalid family timezone instead of crashing (#2821)
2026-08-14 02:58:40 +02:00
goal_account_test.rb
feat(goals): earmark a portion of an account toward a goal (Phase 1) (#2490)
2026-06-30 06:55:29 +02:00
goal_pledge_test.rb
feat(goals): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
goal_test.rb
fix(goals): stop the days-left phrase splitting across lines (#2970)
2026-08-13 06:43:31 +02:00
holding_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account_processor_test.rb
fix(ibkr): correct historical cash/non-cash split for linked accounts (#1813)
2026-05-18 21:03:04 +02:00
ibkr_item_importer_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_report_parser_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_session_test.rb
…
import_encoding_test.rb
fix(imports): normalize CSV upload encoding when validations are skipped (#2299)
2026-06-16 17:13:03 +02:00
import_session_test.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
import_test.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
income_statement_test.rb
Feature/dashboard Add "Money In / Out" dashboard widget with monthly bar chart (#2594)
2026-07-25 04:59:29 +02:00
indexa_capital_account_test.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item_test.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
insight_test.rb
fix(insights): correct the budget card's figure, badge noise and toast a11y (#2799)
2026-08-01 08:39:04 +02:00
investment_flow_statement_test.rb
perf(reports): collapse investment flow aggregates (#2190)
2026-06-06 17:11:33 +02:00
investment_statement_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
investment_test.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
invitation_test.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
invite_code_test.rb
…
kraken_item_test.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
llm_usage_test.rb
Update LLM token cost estimates and cost-info locales (#2690)
2026-07-15 19:47:42 +02:00
loan_test.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lunchflow_account_processor_test.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
lunchflow_item_test.rb
Constrain Lunchflow base URL to trusted endpoint (#1768)
2026-05-12 12:18:17 +02:00
market_data_importer_test.rb
Add throttling and cross-rate for twelve data (#1396)
2026-04-07 20:46:05 +02:00
mercury_account_test.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
mercury_item_test.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
mint_import_test.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
mobile_device_test.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity_test.rb
fix(sso): request OIDC group claims (#2503)
2026-07-04 08:24:31 +02:00
pdf_import_test.rb
refactor(imports): back PDF imports with statements (#1786)
2026-05-30 00:22:25 +02:00
period_test.rb
feat(dashboard): unify per-widget period selectors into one picker (#2162)
2026-06-04 23:11:43 +02:00
plaid_account_test.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
plaid_item_test.rb
fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)
2026-05-28 14:55:21 +02:00
provider_connection_status_test.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
provider_merchant_test.rb
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
provider_request_count_test.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
provider_test.rb
…
qif_import_test.rb
fix(imports): support QIF dd mmm yyyy date format (#2500)
2026-06-28 17:02:07 +02:00
recurring_transaction_test.rb
fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers (#2110)
2026-06-03 00:04:32 +02:00
redbark_item_test.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
rule_import_test.rb
fix: preserve wrapped rule import json values (#1358)
2026-04-03 12:38:37 +02:00
rule_test.rb
Add "Transaction account" as rule condition filter (#1186)
2026-03-13 07:59:45 +01:00
security_test.rb
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +02:00
setting_test.rb
…
simplefin_account_processor_test.rb
Fix SimpleFIN inverting Loan account balances (#1574)
2026-04-29 13:00:38 +02:00
simplefin_account_test.rb
Fix SimpleFIN epoch-string balance dates (#2397)
2026-06-25 05:38:06 +02:00
simplefin_item_dedupe_test.rb
…
simplefin_item_test.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
snaptrade_account_processor_test.rb
fix(snaptrade): don't double count cash-equivalent (money market) positions (#2696)
2026-07-21 23:29:58 +02:00
snaptrade_account_test.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +02:00
snaptrade_data_helpers_test.rb
…
snaptrade_item_oauth_test.rb
feat(snaptrade): replace device-flow OAuth with authorization-code + PKCE flow (#2747)
2026-07-24 22:45:44 +02:00
snaptrade_item_test.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +02:00
sophtron_account_test.rb
[codex] Complete Sophtron account mapping (#1698)
2026-05-08 15:15:23 +02:00
sophtron_item_test.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
sso_provider_test.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
sso_provider_tester_test.rb
fix(auth): surface exact OIDC issuer mismatches (#1666)
2026-05-05 00:47:45 +02:00
subscription_test.rb
…
sure_import_test.rb
refactor(imports): focus Sure preflight scope (#1833)
2026-06-03 00:37:21 +02:00
sync_test.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
syncable_test.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
tag_test.rb
…
trade_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
trade_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
trading212_account_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_activities_processor_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_data_helpers_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_holdings_processor_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item_importer_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item_syncer_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
transaction_attachment_validation_test.rb
feat(transaction): add support for file attachments using Active Storage (#713)
2026-03-14 23:56:27 +01:00
transaction_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
transaction_test.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
transfer_test.rb
Fix fee display consistency, derive fees from entries, clean schema churn
2026-06-28 19:47:53 +00:00
trend_test.rb
fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)
2026-07-04 03:13:39 +02:00
up_account_test.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
user_message_test.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
user_test.rb
Fix SSO JIT new family creator role (#3024)
2026-08-14 03:59:02 +02:00
wise_account_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
wise_item_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
ynab_import_test.rb
feat(imports): add YNAB CSV import (#2361)
2026-06-16 08:32:17 +02:00