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3c299a76f03e960632df7ee757ab0f9f1649d8a2
sure/app/models
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sentry[bot]andsentry[bot] <39604003+sentry[bot]@users.noreply.github.com> 3c299a76f0 fix(demo): Scope budget auto-fill to family entries to prevent FK violations (#3078) 
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
2026-08-19 22:30:12 +02:00
..
account
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
account_statement
fix: only mark overlapping statement periods as duplicate (#2569)
2026-07-04 03:27:59 +02:00
akahu_account
…
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
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
balance
feat(accounts): add Gains / ROI chart view for investment accounts (#2660)
2026-07-25 20:14:56 +02:00
balance_sheet
feat(reports): add net worth chart with breakdown tooltip (#2716)
2026-07-25 05:59:32 +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
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brex_account
…
brex_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
brex_item
…
category
…
chat
…
coinbase_account
fix(coinbase): qualify HoldingsProcessor constant reference (#2702)
2026-07-17 06:35:57 +02:00
coinbase_item
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coinstats_account
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coinstats_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
coinstats_item
feat(mobile): add SureCard primitive and migrate account cards (#2370)
2026-06-20 21:43:20 +02:00
concerns
Add comprehensive debug logging to AI cache reset job (#3046)
2026-08-16 01:01:54 +02:00
demo
fix(demo): Scope budget auto-fill to family entries to prevent FK violations (#3078)
2026-08-19 22:30:12 +02:00
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
…
exchange_rate
Fix(exchange_rate): Handle RecordInvalid in find_or_fetch_rate race condition (#2734)
2026-07-30 03:05:14 +02:00
family
Log async rule run failures to debug log (#3045)
2026-08-16 00:36:43 +02:00
goal_pledge
…
holding
Fix income trades (interest/dividend) wiping security holdings to $0 (#2673)
2026-07-14 01:33:35 +02:00
ibkr_account
…
ibkr_item
…
import
…
income_statement
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
indexa_capital_account
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
indexa_capital_item
…
insight
fix(insights): respect recurring_transactions_disabled in subscription_audit (#2831)
2026-08-01 08:47:50 +02:00
investment_statement
perf(dashboard): streamline investment activity totals (#2257)
2026-06-18 20:18:18 +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
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
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
…
mercury_account
…
mercury_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
…
plaid_entry
Add per-account toggle to disable automatic transaction categorization (#2636)
2026-07-17 07:22:50 +02:00
plaid_item
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property
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
provenance
Tooling for the wealth + tax agent harness (#2848)
2026-08-04 23:33:01 +02:00
provider
Fix SnapTrade holdings by using the /positions/all endpoint (#3043)
2026-08-17 06:00:43 +02:00
provider_merchant
…
questrade_account
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
questrade_item
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
recurring_transaction
fix(recurring): include amount in manual recurring duplicate check (#2972)
2026-08-16 09:30:44 +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
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +02:00
simplefin
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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
feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)
2026-07-17 06:57:54 +02:00
snaptrade_account
Fix SnapTrade holdings by using the /positions/all endpoint (#3043)
2026-08-17 06:00:43 +02:00
snaptrade_item
feat(mcp): Add MCP transaction update tool (#2719)
2026-08-01 20:57:43 +02:00
sophtron_account
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sophtron_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
sophtron_item
…
sure_import
…
tool_call
…
trade
fix(trades): guard against nil security in create_trade (#2066)
2026-06-19 16:54:37 +02:00
trading212_account
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
transaction
…
transfer
Add tags support for transfer transactions (#2921)
2026-08-05 19:47:34 +02:00
up_account
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
up_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
up_item
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
valuation
…
vector_store
…
wise_account
Fix wise imports only 90 days history on initial setup (#2998)
2026-08-11 23:21:08 +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_import.rb
…
account_order.rb
…
account_provider.rb
…
account_share.rb
…
account_statement.rb
…
account.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
actual_import.rb
fix(imports): import Actual rows with blank payee (#2282)
2026-06-11 09:04:56 +02:00
address.rb
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akahu_account.rb
…
akahu_item.rb
…
api_key.rb
Allow multiple active API keys per user (#2077)
2026-06-26 06:47:38 +02:00
application_record.rb
…
archived_export.rb
…
assistant_message.rb
fix(chat): make the assistant response timeout configurable (#2910)
2026-08-15 06:12:22 +02:00
assistant.rb
feat(mcp): Add MCP budget update tool (#2908)
2026-08-11 23:49:43 +02:00
auth_config.rb
feat(auth): sign in with a passkey, without a password (#2911)
2026-08-12 20:35:13 +02:00
background_job_console.rb
feat(settings): super-admin background jobs console (#2682)
2026-07-21 05:50:40 +02:00
background_job_health.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
balance_sheet.rb
…
balance.rb
…
binance_account.rb
…
binance_item.rb
…
brex_account.rb
…
brex_item.rb
…
budget_category.rb
feat(plan): unify Budgets and Goals under a single Plan tab (#2687)
2026-08-01 08:51:08 +02:00
budget_share.rb
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
budget.rb
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
category_import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
category.rb
feat(mcp): add pagination to get_tags and get_categories tools (#2492)
2026-08-12 23:55:05 +02:00
chat.rb
fix(chat): make the assistant response timeout configurable (#2910)
2026-08-15 06:12:22 +02:00
coinbase_account.rb
…
coinbase_item.rb
…
coinstats_account.rb
…
coinstats_item.rb
…
credit_card.rb
…
crypto.rb
…
current.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
data_enrichment.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
debug_log_entry.rb
…
depository.rb
…
enable_banking_account.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
enable_banking_item.rb
…
entry_search.rb
…
entry.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
entryable.rb
…
exchange_rate_pair.rb
…
exchange_rate.rb
…
family_document.rb
…
family_export.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
family_merchant_association.rb
…
family_merchant.rb
fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)
2026-07-26 01:38:31 +02:00
family.rb
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
goal_account.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.rb
feat(goals): investment-backed goals (Phase 2) (#2491)
2026-06-30 07:26:23 +02:00
goal.rb
fix(goals): allow deleting a goal without archiving it first (#2963)
2026-08-16 08:12:45 +02:00
holding.rb
…
ibkr_account.rb
…
ibkr_item.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import_session.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
import_source_mapping.rb
…
import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
income_statement.rb
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
indexa_capital_account.rb
…
indexa_capital_item.rb
…
insight.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.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
investment_statement.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
investment.rb
fix(i18n): use existing localized labels in web UI (#2501)
2026-07-17 07:39:11 +02:00
invitation.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
invite_code.rb
…
kraken_account.rb
…
kraken_item.rb
…
llm_usage.rb
Update LLM token cost estimates and cost-info locales (#2690)
2026-07-15 19:47:42 +02:00
loan.rb
Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)
2026-06-11 20:26:40 +02:00
lunchflow_account.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
lunchflow_item.rb
…
market_data_importer.rb
…
measurement.rb
…
merchant_import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
merchant.rb
…
mercury_account.rb
…
mercury_item.rb
…
message.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
mint_import.rb
…
mobile_device.rb
…
notification_delivery.rb
Add send_email_notification rule action (#2527)
2026-07-17 23:00:18 +02:00
oidc_identity.rb
fix(sso): request OIDC group claims (#2503)
2026-07-04 08:24:31 +02:00
other_asset.rb
…
other_liability.rb
…
pdf_import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
period.rb
…
plaid_account.rb
…
plaid_item.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
property.rb
…
provider_connection_status.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
provider_merchant.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
provider_request_count.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
provider.rb
…
qif_import.rb
…
questrade_account.rb
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
questrade_item.rb
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
recurring_transaction.rb
fix(recurring): include amount in manual recurring duplicate check (#2972)
2026-08-16 09:30:44 +02:00
redbark_account.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
redbark_item.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
rejected_transfer.rb
…
rule_import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
rule_run.rb
Log async rule run failures to debug log (#3045)
2026-08-16 00:36:43 +02:00
rule.rb
Add send_email_notification rule action (#2527)
2026-07-17 23:00:18 +02:00
security.rb
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +02:00
series.rb
…
session.rb
…
setting.rb
fix(chat): make the assistant response timeout configurable (#2910)
2026-08-15 06:12:22 +02:00
simplefin_account.rb
Fix SimpleFIN epoch-string balance dates (#2397)
2026-06-25 05:38:06 +02:00
simplefin_item.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
snaptrade_account.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +02:00
snaptrade_item.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +02:00
sophtron_account.rb
…
sophtron_item.rb
…
sso_audit_log.rb
…
sso_provider_tester.rb
…
sso_provider.rb
…
subscription.rb
…
sure_import.rb
…
sync.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
tag.rb
feat(mcp): add pagination to get_tags and get_categories tools (#2492)
2026-08-12 23:55:05 +02:00
tagging.rb
…
tool_call.rb
…
trade_import.rb
…
trade.rb
…
trading212_account.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
transaction_import.rb
…
transaction.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
transfer.rb
Add tags support for transfer transactions (#2921)
2026-08-05 19:47:34 +02:00
trend.rb
fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)
2026-07-04 03:13:39 +02:00
up_account.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
up_item.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
user_message.rb
…
user.rb
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
valuation.rb
…
vector_store.rb
…
vehicle.rb
…
webauthn_credential.rb
…
wise_account.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
wise_item.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
ynab_import.rb
feat(imports): add YNAB CSV import (#2361)
2026-06-16 08:32:17 +02:00