copilot-swe-agent[bot] 5347a3521e Fix TwelveData retry flow through Sync lifecycle ...

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Agent-Logs-Url: https://github.com/we-promise/sure/sessions/ea7a06f4-8344-4a00-877a-eda8cdfdc16a

2026-03-24 13:54:05 +00:00

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account

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

assistant

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

balance

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coinstats_account

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coinstats_entry

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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

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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

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lunchflow_entry

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +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

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plaid_item

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provider

Merge branch 'main' into copilot/fix-twelvedata-api-limit-bug

2026-02-15 23:29:42 +01:00

recurring_transaction

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rule

Auto-categorize investment contributions across all transfer paths (#924)

2026-02-07 16:41:31 +01:00

security

Merge branch 'main' into copilot/fix-twelvedata-api-limit-bug

2026-02-15 23:29:42 +01:00

simplefin

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simplefin_account

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simplefin_entry

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simplefin_item

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snaptrade_account

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

transaction

Add tests for uncategorized transaction filter across locales (#862)

2026-02-01 18:59:12 +01:00

transfer

Refactor Investment Contributions category handling to use a centralized constant and streamline related logic.

2026-01-20 17:18:49 -05:00

valuation

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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

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account_simplefin_creation_test.rb

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account_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00

address_test.rb

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api_key_test.rb

Protect demo API key from deletion (#919)

2026-02-06 21:25:52 +01:00

assistant_message_test.rb

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assistant_test.rb

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balance_sheet_test.rb

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budget_category_test.rb

Allow subcategories to inherit parent budget without individual limits (#579)

2026-01-21 22:10:15 +01:00

budget_test.rb

Fix budget category totals to account for refunds and reimbursements (#824)

2026-01-31 09:41:28 +01:00

category_import_test.rb

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category_test.rb

fix: locale-dependent category duplication bug (#956)

2026-02-15 10:33:51 +01:00

chat_test.rb

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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

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crypto_test.rb

Add tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

current_test.rb

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developer_message_test.rb

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exchange_rate_test.rb

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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

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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

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import_encoding_test.rb

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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

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loan_test.rb

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market_data_importer_test.rb

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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

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pdf_import_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00

period_test.rb

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plaid_item_test.rb

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provider_test.rb

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recurring_transaction_test.rb

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rule_import_test.rb

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rule_test.rb

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

2026-02-13 19:53:24 +01:00

security_test.rb

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setting_test.rb

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simplefin_account_processor_test.rb

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simplefin_account_test.rb

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simplefin_item_dedupe_test.rb

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simplefin_item_test.rb

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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

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sync_test.rb

Fix TwelveData retry flow through Sync lifecycle

2026-03-24 13:54:05 +00:00

tag_test.rb

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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

feat: process pending transactions from lunchflow (#731)

2026-01-23 00:53:24 +01:00

transfer_test.rb

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trend_test.rb

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user_message_test.rb

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user_test.rb

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

2026-02-09 11:09:25 +01:00