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388f249e4ead98b992cd11d73df5ecb24a1e9a1a
sure/test/models
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Juan Manuel Reyes 388f249e4e Fix nil-key collision in budget category hash lookups (#1136) 
Both Uncategorized and Other Investments are synthetic categories with
id=nil. When expense_totals_by_category indexes by category.id, Other
Investments overwrites Uncategorized at the nil key, causing uncategorized
actual spending to always return 0.

Use category.name as fallback key (id || name) to differentiate the two
synthetic categories in all hash builders and lookup sites.

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-06 23:24:33 +01:00
..
account
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
assistant
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
balance
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
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
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
concerns
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +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
…
family
Auto-categorize investment contributions across all transfer paths (#924)
2026-02-07 16:41:31 +01:00
holding
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
indexa_capital_account
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
lunchflow_account/investments
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
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
plaid_account
Auto-categorize investment contributions across all transfer paths (#924)
2026-02-07 16:41:31 +01:00
plaid_entry
…
plaid_item
…
provider
Fix: Yahoo Finance provider Cookie/Crumb Auth (#1082)
2026-03-01 22:48:48 +01:00
recurring_transaction
…
rule
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
security
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
simplefin
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
simplefin_account
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
simplefin_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
simplefin_item
Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)
2026-01-08 11:44:38 +01:00
snaptrade_account
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
transaction
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
transfer
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
valuation
…
vector_store
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
account_import_test.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
account_provider_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account_simplefin_creation_test.rb
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
account_test.rb
Fix [1018]: Add Date field when entering Account Balance (#1068)
2026-03-06 10:22:01 +01:00
address_test.rb
…
api_key_test.rb
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
assistant_message_test.rb
…
assistant_test.rb
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
balance_sheet_test.rb
…
budget_category_test.rb
Fix uncategorized budget category showing incorrect available_to_spend (#1117)
2026-03-04 11:02:19 +01:00
budget_test.rb
Fix nil-key collision in budget category hash lookups (#1136)
2026-03-06 23:24:33 +01:00
category_import_test.rb
Handle missing category import headers and accept name* (#487)
2025-12-22 20:41:37 +01:00
category_test.rb
fix: locale-dependent category duplication bug (#956)
2026-02-15 10:33:51 +01:00
chat_test.rb
…
coinbase_account_test.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item_test.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_account_test.rb
feat: Support multiple crypto wallets with same token (#676)
2026-01-18 11:27:09 +01:00
coinstats_item_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
crypto_test.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
current_test.rb
…
developer_message_test.rb
…
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
…
family_test.rb
fix: locale-dependent category duplication bug (#956)
2026-02-15 10:33:51 +01:00
holding_test.rb
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
impersonation_session_test.rb
…
import_encoding_test.rb
Reports print functionality (#622)
2026-01-12 14:40:30 +01:00
income_statement_test.rb
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
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
investment_test.rb
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
invitation_test.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
invite_code_test.rb
…
loan_test.rb
…
market_data_importer_test.rb
Provider investment fixes (#600)
2026-01-10 15:43:07 +01:00
mercury_item_test.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
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
…
pdf_import_test.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
period_test.rb
…
plaid_item_test.rb
…
provider_test.rb
…
recurring_transaction_test.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule_import_test.rb
Add rules import/export support (#424)
2025-12-07 13:20:54 +01:00
rule_test.rb
fix: Handle empty compound conditions on rules index (#965)
2026-02-13 19:53:24 +01:00
security_test.rb
…
setting_test.rb
…
simplefin_account_processor_test.rb
Add test for dormant credit cards with zero balance and adjust processor logic (#630)
2026-01-13 09:32:05 +01:00
simplefin_account_test.rb
…
simplefin_item_dedupe_test.rb
…
simplefin_item_test.rb
…
snaptrade_account_processor_test.rb
Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)
2026-01-23 00:27:00 +01:00
snaptrade_account_test.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
snaptrade_data_helpers_test.rb
Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)
2026-01-23 00:27:00 +01:00
snaptrade_item_test.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
sso_provider_test.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
subscription_test.rb
…
sync_test.rb
…
tag_test.rb
…
trade_import_test.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
trade_test.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction_import_test.rb
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
transaction_test.rb
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
transfer_test.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend_test.rb
…
user_message_test.rb
…
user_test.rb
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00