LPW 9792ab838f Make first user of instance automatically super_admin (#655) ...

* Implement dynamic role assignment for new family creators.

Introduced `User.role_for_new_family_creator` to assign `super_admin` to the first user of an instance and a configurable fallback role (e.g., `admin`) to subsequent users. Updated controllers and tests accordingly.

* Update default fallback role for family creators to admin.

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>

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

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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

balance

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +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

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

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

concerns

FIX providers invalid currency handling (#589)

2026-01-09 11:54:38 +01:00

eval

Small llms improvements (#400)

2025-12-07 18:11:34 +01:00

exchange_rate

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family

Fix disabled rules executing during automatic sync (#552)

2026-01-07 20:18:17 +01:00

holding

Add cost basis source tracking with manual override and lock protection (#623)

2026-01-12 14:05:46 +01:00

lunchflow_account/investments

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

plaid_account

Providers factory (#250)

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

plaid_entry

Providers factory (#250)

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

plaid_item

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provider

FIX Yahoo issues (#636)

2026-01-13 16:46:07 +01:00

recurring_transaction

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

rule

Fix tags getting removed after / during bank sync (#634)

2026-01-13 14:33:46 +01:00

security

Provider investment fixes (#600)

2026-01-10 15:43:07 +01:00

simplefin

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

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

simplefin_account

Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)

2026-01-10 17:24:23 +01:00

simplefin_entry

Add pending transaction handling and duplicate reconciliation logic (#602)

2026-01-10 20:11:00 +01:00

simplefin_item

Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)

2026-01-08 11:44:38 +01:00

transaction

feat: Include notes in transaction search (#615)

2026-01-11 18:59:40 +01:00

transfer

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valuation

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account_import_test.rb

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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_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_test.rb

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

address_test.rb

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api_key_test.rb

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assistant_message_test.rb

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assistant_test.rb

Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)

2025-10-24 12:04:19 +02:00

balance_sheet_test.rb

Localization for an accountable group and sidebar (#257)

2025-11-01 10:15:33 +01:00

budget_test.rb

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category_import_test.rb

Handle missing category import headers and accept name* (#487)

2025-12-22 20:41:37 +01:00

category_test.rb

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chat_test.rb

Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)

2025-10-24 12:04:19 +02:00

coinstats_account_test.rb

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

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

coinstats_item_test.rb

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

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

current_test.rb

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developer_message_test.rb

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exchange_rate_test.rb

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family_export_test.rb

More rebranding changes (#159)

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

family_test.rb

FIX merchant regression (#659)

2026-01-15 13:14:10 +01:00

holding_test.rb

Add cost basis source tracking with manual override and lock protection (#623)

2026-01-12 14:05:46 +01:00

impersonation_session_test.rb

More rebranding changes (#159)

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

import_encoding_test.rb

Reports print functionality (#622)

2026-01-12 14:40:30 +01:00

income_statement_test.rb

Remove exclude_from_cashflow flag and consolidate logic into excluded toggle

2026-01-12 15:35:38 -05:00

invite_code_test.rb

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loan_test.rb

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market_data_importer_test.rb

Provider investment fixes (#600)

2026-01-10 15:43:07 +01:00

mobile_device_test.rb

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oidc_identity_test.rb

Eliminate code duplication in OIDC identity creation (#230)

2025-10-25 22:23:28 +02:00

period_test.rb

Fixes & Improvements (#316)

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

plaid_item_test.rb

Lunch flow improvements (#268)

2025-10-31 13:29:44 +01:00

provider_test.rb

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recurring_transaction_test.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rule_import_test.rb

Add rules import/export support (#424)

2025-12-07 13:20:54 +01:00

rule_test.rb

Implement Run all rules (#582)

2026-01-08 15:20:14 +01:00

security_test.rb

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setting_test.rb

Fixes & Improvements (#316)

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

simplefin_account_processor_test.rb

Add test for dormant credit cards with zero balance and adjust processor logic (#630)

2026-01-13 09:32:05 +01:00

simplefin_account_test.rb

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +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 investment holdings and comprehensive integration improvements (#104)

2025-10-22 19:51:24 +02:00

sso_provider_test.rb

refactor: improve SSO provider management and logging

2026-01-03 21:13:24 -05:00

subscription_test.rb

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sync_test.rb

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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

Merge branch 'main' into add-config-import-csv-skip-first-x-rows

2026-01-10 17:47:04 +01:00

transaction_test.rb

Refactor Plaid transaction type mapping and improve label handling

2026-01-12 16:04:53 -05:00

transfer_test.rb

Add investment activity detection, labels, and exclusions

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

trend_test.rb

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user_message_test.rb

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user_test.rb

Make first user of instance automatically super_admin (#655)

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