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46494bc07fcb22fa8f6800a7450118fd68053bea
sure/app/models
History
Dream 46494bc07f Fix rule condition merchant dropdown to show all merchants (#1240) 
The "transaction merchant" condition filter used `family.assigned_merchants`
which only returned merchants already assigned to a transaction. This meant
newly created merchants wouldn't appear in the rule condition dropdown until
manually assigned to a transaction.

Changed to `family.available_merchants` which includes all family merchants
(even unassigned ones), provider merchants on transactions, and recently
unlinked merchants — consistent with the transaction form merchant selector.

Fixes #1197

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 10:48:11 +01:00
..
account
feat(balance): Incremental ForwardCalculator — only recalculate from changed date forward (#1151)
2026-03-15 21:29:01 +01:00
assistant
Document admin-only reset auth in OpenAPI docs (#1198)
2026-03-15 00:23:38 +01:00
balance
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
balance_sheet
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
coinbase_account
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +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 QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
demo
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
enable_banking_account
fix: Properly compute credit card balance for Enable Banking accounts (#663)
2026-01-18 15:11:34 +01:00
enable_banking_entry
Fallback to transaction_date when booking_date and value_date are unavailable (#1215)
2026-03-17 15:26:24 +01:00
enable_banking_item
refactor: Improve enable banking panel rendering context (#1073)
2026-03-01 23:23:25 +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
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
family
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
holding
feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)
2026-03-06 10:05:52 +01:00
import
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
income_statement
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
indexa_capital_account
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
investment_statement
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
lunchflow_account
Remove InvestmentActivityDetector and related functionality
2026-01-12 15:35:14 -05:00
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
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
mercury_account
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_entry
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_item
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
plaid_account
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Fix Plaid link script loading and first-sync account linking (#1165)
2026-03-13 08:11:51 +01:00
provider
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
recurring_transaction
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule
Fix rule condition merchant dropdown to show all merchants (#1240)
2026-03-21 10:48:11 +01:00
security
feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)
2026-03-06 10:05:52 +01:00
simplefin
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_account
Respect manually selected account type in SimpleFIN liability logic (#1214)
2026-03-17 18:22:07 +01:00
simplefin_entry
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
simplefin_item
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
snaptrade_account
Fix locale mismatch and add option activity type mappings (#743)
2026-01-23 00:28:17 +01:00
snaptrade_item
Add SnapTrade connection management UI for freeing up connection slots (#747)
2026-01-23 08:55:34 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
transfer
Centralize investment_contributions_category logic and update references for streamlined handling.
2026-01-20 17:51:36 -05:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +01:00
account_import.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
account_order.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account.rb
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
application_record.rb
Initial commit
2024-02-02 09:05:04 -06:00
archived_export.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
assistant_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
assistant.rb
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
auth_config.rb
Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)
2025-12-24 00:15:53 +01:00
balance_sheet.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
budget_category.rb
Fix uncategorized budget category showing incorrect available_to_spend (#1117)
2026-03-04 11:02:19 +01:00
budget.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category_import.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category.rb
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
chat.rb
Remove unused DeveloperMessage model (#1207)
2026-03-16 20:22:11 +01:00
coinbase_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
coinbase_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
coinstats_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
coinstats_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
credit_card.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
current.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
data_enrichment.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
enable_banking_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
enable_banking_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
entry_search.rb
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
entry.rb
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
entryable.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_document.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +01:00
family.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
holding.rb
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
income_statement.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
indexa_capital_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
indexa_capital_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
investment_flow_statement.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
investment_statement.rb
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
investment.rb
Add gains by tax treatment to investment report with grouped subtype dropdown (#701)
2026-01-19 15:44:49 +01:00
invitation.rb
Administer invitations in /admin/users (#1185)
2026-03-14 11:32:33 +01:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
lunchflow_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
lunchflow_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
market_data_importer.rb
Fetch reciprocal exchange rates when syncing market data (#358)
2025-11-20 19:50:22 +01:00
measurement.rb
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
mercury_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
mercury_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
pdf_import.rb
PDF ai import (#1006)
2026-02-16 21:11:41 +01:00
period.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
plaid_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
plaid_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
qif_import.rb
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
recurring_transaction.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule_import.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
rule_run.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
rule.rb
fix: Handle empty compound conditions on rules index (#965)
2026-02-13 19:53:24 +01:00
security.rb
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
setting.rb
Document admin-only reset auth in OpenAPI docs (#1198)
2026-03-15 00:23:38 +01:00
simplefin_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
simplefin_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
snaptrade_account.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
snaptrade_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
sso_audit_log.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
sso_provider_tester.rb
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
sso_provider.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
feat: Add tag badge in filter window (#1038)
2026-02-23 17:43:00 -05:00
tagging.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_import.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
trade.rb
feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)
2026-01-20 00:01:55 +01:00
transaction_import.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
transaction.rb
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
transfer.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
user.rb
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00