Xing Hong 475dbbfb8d fix: Enable and persist notes and tags on split child transactions (#1535) (#1552) ...

* fix: enable and persist notes on split child transactions (#1535)

* fix: enable tags on split child transactions and new tests for split child notes + tags

* Update app/components/DS/dialog_controller.js

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Xing Hong <39619359+xingxing21@users.noreply.github.com>

* fix(transactions): only stream notes frame when notes params are submitted

* fix(transactions): address PR review issues in notes stream and tests

---------

Signed-off-by: Xing Hong <39619359+xingxing21@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

2026-04-29 18:17:36 +02:00

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admin

Group users by family in /admin/users (#1139)

2026-03-06 23:38:25 +01:00

api/v1

security: sanitize exception messages in v1 API responses (FIX-11) (#1521)

2026-04-19 18:38:23 +02:00

category

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

concerns

Use browser Accept-Language for login and onboarding locale (#768)

2026-01-24 22:00:41 +01:00

import

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

settings

security: sanitize exception messages in v1 API responses (FIX-11) (#1521)

2026-04-19 18:38:23 +02:00

tag

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transactions

Add Quick Categorize Wizard (#1386)

2026-04-07 11:24:50 +02:00

accountable_sparklines_controller_test.rb

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accounts_controller_test.rb

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

archived_exports_controller_test.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

binance_items_controller_test.rb

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

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

budget_categories_controller_test.rb

Close privacy mode gaps on accounts, budget editing, and account activity (#1495)

2026-04-19 18:12:03 +02:00

categories_controller_test.rb

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

chats_controller_test.rb

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coinbase_items_controller_test.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinstats_items_controller_test.rb

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

credit_cards_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

cryptos_controller_test.rb

Fix crypto subtype for trades api (#1022)

2026-02-19 19:51:42 +01:00

currencies_controller_test.rb

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current_sessions_controller_test.rb

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depositories_controller_test.rb

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email_confirmations_controller_test.rb

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exchange_rates_controller_test.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

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

family_exports_controller_test.rb

Fix export polling missing template error (#796) (#721)

2026-02-25 17:09:51 -05:00

family_merchants_controller_test.rb

Provider merchants enhancement (#1254)

2026-03-23 12:34:43 +01:00

holdings_controller_test.rb

feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)

2026-03-06 10:05:52 +01:00

impersonation_sessions_controller_test.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

imports_controller_test.rb

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

indexa_capital_items_controller_test.rb

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

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

investments_controller_test.rb

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invitations_controller_test.rb

Remove Flipper and replace with ENV-driven FeatureFlags (#957)

2026-02-10 23:30:45 +01:00

invite_codes_controller_test.rb

Add default family selection for invite-only onboarding mode (#1174)

2026-03-10 18:12:53 +01:00

loans_controller_test.rb

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

2026-04-18 00:06:24 +02:00

mcp_controller_test.rb

Add MCP server endpoint for external AI assistants (#1051)

2026-02-23 09:13:15 -05:00

messages_controller_test.rb

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mfa_controller_test.rb

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oidc_accounts_controller_test.rb

Make first user of instance automatically super_admin (#655)

2026-01-16 21:27:55 +01:00

onboardings_controller_test.rb

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

other_assets_controller_test.rb

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other_liabilities_controller_test.rb

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pages_controller_test.rb

Make categories global (#1160)

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

password_resets_controller_test.rb

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)

2026-01-07 20:17:23 +01:00

pending_duplicate_merges_controller_test.rb

feat: add pending transaction manual merging tool (#1088)

2026-03-14 20:32:13 +01:00

plaid_items_controller_test.rb

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properties_controller_test.rb

fix: currency being ignored for properties (#1556)

2026-04-29 13:47:32 +02:00

registrations_controller_test.rb

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

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

reports_controller_test.rb

Refactor report and dashboard table layouts to semantic HTML (#1222)

2026-03-22 11:50:33 +01:00

rules_controller_test.rb

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

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

sessions_controller_test.rb

Enable Google SSO account creation in Flutter app (#1164)

2026-03-09 16:47:32 +01:00

simplefin_items_controller_test.rb

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)

2026-04-18 09:50:34 +02:00

snaptrade_items_controller_test.rb

fix: Resolve infinite sync loop on SnapTrade setup accounts page (#1256)

2026-03-23 14:22:37 +01:00

splits_controller_test.rb

Initial split transaction support (#1230)

2026-03-20 21:19:30 +01:00

subscriptions_controller_test.rb

Hide contribution payments from demo user(s) (#738)

2026-01-23 12:35:49 +01:00

tags_controller_test.rb

# test(api): Add request specs for merchants and tags endpoints (#645)

2026-01-23 10:18:22 +01:00

trades_controller_test.rb

Record dividends and interest as Trades in investment accounts (#1311)

2026-03-29 10:08:54 +02:00

transaction_attachments_controller_test.rb

feat(transaction): add support for file attachments using Active Storage (#713)

2026-03-14 23:56:27 +01:00

transactions_controller_test.rb

fix: Enable and persist notes and tags on split child transactions (#1535) (#1552)

2026-04-29 18:17:36 +02:00

transfer_matches_controller_test.rb

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

transfers_controller_test.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

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

users_controller_test.rb

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

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

valuations_controller_test.rb

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vehicles_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

webhooks_controller_test.rb

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