Michel Roegl-Brunner f8d3678a40 Fix [1018]: Add Date field when entering Account Balance (#1068) ...

* Add new Date field when creating a new Account

* Fix german translation

* Update app/controllers/concerns/accountable_resource.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Michel Roegl-Brunner <73236783+michelroegl-brunner@users.noreply.github.com>

* Add missing opening_balance:date to update_params

* Change label text

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Signed-off-by: Michel Roegl-Brunner <73236783+michelroegl-brunner@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

2026-03-06 10:22:01 +01:00

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admin

Add new columns and sorting to admin users list (#1004)

2026-02-16 20:10:14 +01:00

api/v1

Improvements to Flutter client (#1042)

2026-02-22 21:22:32 -05:00

category

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concerns

Fix [1018]: Add Date field when entering Account Balance (#1068)

2026-03-06 10:22:01 +01:00

import

PDF ai import (#1006)

2026-02-16 21:11:41 +01:00

settings

Add external AI assistant with Pipelock security proxy (#1069)

2026-03-03 15:47:51 +01:00

tag

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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

fix: maintain activity tab during pagination from holdings tab (#1096)

2026-03-02 22:44:24 +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

Add budget rollover: copy from previous month (#1100)

2026-03-03 21:13:59 +01:00

categories_controller.rb

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chats_controller.rb

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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

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credit_cards_controller.rb

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cryptos_controller.rb

Fix crypto subtype for trades api (#1022)

2026-02-19 19:51:42 +01:00

currencies_controller.rb

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current_sessions_controller.rb

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depositories_controller.rb

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email_confirmations_controller.rb

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enable_banking_items_controller.rb

fix/qol: Add Callback URL the Enable Banking Instructions (#1060)

2026-02-23 17:18:15 -05:00

family_exports_controller.rb

Fix export polling missing template error (#796) (#721)

2026-02-25 17:09:51 -05:00

family_merchants_controller.rb

Family merchant logo (#660)

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

holdings_controller.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.rb

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imports_controller.rb

Generalize from PDF import to just files

2026-02-11 17:56:49 +00:00

indexa_capital_items_controller.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

investments_controller.rb

Fix Investment account subtype not saving on creation (#1039)

2026-02-23 17:47:49 -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

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lookbooks_controller.rb

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lunchflow_items_controller.rb

Fix linked account balance currency mismatch (#566)

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

mcp_controller.rb

Add MCP server endpoint for external AI assistants (#1051)

2026-02-23 09:13:15 -05:00

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

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other_assets_controller.rb

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other_liabilities_controller.rb

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pages_controller.rb

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +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

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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

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

rules_controller.rb

fix: Handle empty compound conditions on rules index (#965)

2026-02-13 19:53:24 +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

Expose ui_layout and ai_enabled to mobile clients and add enable_ai endpoint (#983)

2026-02-14 00:39:03 +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

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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

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

transfers_controller.rb

fix: Parse transfer date parameter (#1110)

2026-03-03 21:15:18 +01:00

users_controller.rb

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

valuations_controller.rb

Add reconciliation manager (#2459)

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

vehicles_controller.rb

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webhooks_controller.rb

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