Artem Danilov 92456936fb fix(accounts): persist subtype when it is assigned before accountable_type (#2432) ...

#2356 build the accountable inside Account#subtype= so a top-level subtype
survives create. That fix assumes accountable_type is already set when
subtype= runs, but the real controller path violates it: strong-params
permit preserves filter order, and account_params lists :subtype before
:accountable_type. So on create subtype= runs while accountable_type (and
accountable_class) is still blank, the build is skipped, and the chosen
subtype is silently dropped — the account renders with the type's fallback
label (e.g. a Depository shows 'Cash' instead of 'Savings').

The existing regression test only covered the accountable_type-first order,
so it never caught this.

Make the writer order-independent: when subtype arrives before the type,
stash it and apply it from an accountable_type= override once the type is
known. Add regression tests for the permit order and for create_and_sync.

2026-06-29 00:40:34 +02:00

..

account

perf(sync): scope transfer matching after account sync (#2230)

2026-06-11 14:39:36 +02:00

akahu_account

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_entry

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

assistant

feat(mcp): add get/create/update tools for tags and categories (#2374)

2026-06-21 12:01:39 +02:00

balance

fix(balances): materialize entries dated before the opening anchor (#2434)

2026-06-26 06:52:09 +02:00

binance_account

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +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

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(sync): store EnableBanking credit card debt as balance instead of available credit (#2459)

2026-06-27 06:20:50 +02:00

enable_banking_entry

fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)

2026-05-12 00:17:49 +02:00

enable_banking_item

fix(enable-banking): tolerate any 422 on PDNG fetch (#1805) (#1889)

2026-06-11 16:48:40 +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(sync): discover nightly provider items reflectively (#2334)

2026-06-15 20:09:39 +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(holdings): carry provider cost_basis forward to calculated rows past snapshot date (#1818)

2026-05-27 23:33:08 +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 IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

kraken_account

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

kraken_item

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

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

merchant

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +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

Providers factory (#250)

2025-10-28 19:32:27 +01:00

plaid_item

Increase specificity of filter when fetching Plaid liabilities

2025-05-24 19:16:55 -04:00

provider

Add SnapTrade OAuth device flow (#2494)

2026-06-27 06:43:12 +02:00

provider_merchant

feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)

2026-06-09 23:02:26 +02:00

recurring_transaction

perf(recurring): batch recurring transaction identification (#2239)

2026-06-18 12:28:32 +02:00

rule

fix(rules): make explicit re-apply override locked attributes (#2273)

2026-06-15 22:12:24 +02:00

security

Add super_admin debug event log (#1816)

2026-05-17 16:55:01 +02:00

simplefin

UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)

2025-11-24 14:07:14 +01:00

simplefin_account

fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed (#1772)

2026-05-13 18:17:10 +02:00

simplefin_entry

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

simplefin_item

Fix SimpleFIN partial auth reconnect status (#2509)

2026-06-28 16:12:33 +02:00

snaptrade_account

fix: correct SnapTrade cash activity signs (#1634)

2026-05-12 00:55:46 +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 exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

up_entry

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

up_item

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

valuation

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

vector_store

feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)

2026-06-08 21:35:12 +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

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

account_share_test.rb

Family sharing (#1272)

2026-03-25 10:50:23 +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_statement_test.rb

fix(tests): avoid coverage rollover fixture collision (#2102)

2026-06-01 14:58:18 +02:00

account_test.rb

fix(accounts): persist subtype when it is assigned before accountable_type (#2432)

2026-06-29 00:40:34 +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(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +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

Hide nested budget categories in the Budget spent donut (#1544)

2026-04-23 21:28:38 +02:00

category_import_test.rb

Make categories global (#1160)

2026-03-11 15:54:01 +01:00

category_test.rb

fix(categories): avoid index N+1 queries (#2089)

2026-06-01 21:59:46 +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

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

Add DeFi via Coinstats (#1417)

2026-04-11 21:37:07 +02:00

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

…

debug_log_entry_test.rb

Add super_admin debug event log (#1816)

2026-05-17 16:55:01 +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

fix: Transaction Pagination Skipping Entries (#2179)

2026-06-16 10:51:51 +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

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

family_test.rb

feat: add currency management for families with enabled currencies (#1419)

2026-04-13 19:53:04 +02:00

goal_pledge_test.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

goal_test.rb

fix: Savings Goal Marked Reached While Still Short (#2180)

2026-06-06 17:25:27 +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

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

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(imports): add SureImport session batches (#1785)

2026-06-04 11:48:44 +02:00

income_statement_test.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

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_flow_statement_test.rb

perf(reports): collapse investment flow aggregates (#2190)

2026-06-06 17:11:33 +02:00

investment_statement_test.rb

perf(dashboard): streamline investment activity totals (#2257)

2026-06-18 20:18:18 +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

fix(family-sharing): prevent silent data loss when rehoming or removing users (#1896)

2026-05-27 23:25:46 +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

feat(ai): Anthropic batch ops + LLM cost ledger (2/5) (#1984)

2026-06-01 22:00:48 +02:00

loan_test.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +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): preserve user-edited name across OIDC logins (#1777)

2026-05-12 21:55:22 +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_test.rb

Use faraday retry, move retry logic to concrete provider level (#2042)

2025-04-01 08:41:49 -04:00

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

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

Fixes & Improvements (#316)

2025-11-11 19:51:07 +01:00

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 enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

simplefin_item_test.rb

Fix SimpleFIN partial auth reconnect status (#2509)

2026-06-28 16:12:33 +02:00

snaptrade_account_processor_test.rb

fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)

2026-05-30 23:29:37 +02:00

snaptrade_account_test.rb

fix(jobs): enqueue jobs after transaction commit to fix SyncJob deserialization race (#2354)

2026-06-15 21:43:08 +02:00

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_oauth_test.rb

Add SnapTrade OAuth device flow (#2494)

2026-06-27 06:43:12 +02:00

snaptrade_item_test.rb

feat:Add SnapTrade OAuth device flow (#2523)

2026-06-29 00:30:03 +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

Improve rules - add name, allow sorting, improve UI (#2177)

2025-05-13 15:53:13 -04:00

sure_import_test.rb

refactor(imports): focus Sure preflight scope (#1833)

2026-06-03 00:37:21 +02:00

sync_test.rb

fix(jobs): delegate recurring-transaction sync gate to Sync.for_family (#1975)

2026-05-28 00:01:34 +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

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

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

transfer_test.rb

Add investment activity detection, labels, and exclusions

2026-01-12 15:35:14 -05:00

trend_test.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

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

feat(dashboard): masonry packing + per-widget size controls (#2328)

2026-06-15 20:34:34 +02:00

ynab_import_test.rb

feat(imports): add YNAB CSV import (#2361)

2026-06-16 08:32:17 +02:00