soky srm 560c9fbff3 Family sharing (#1272) ...

* Initial account sharing changes

* Update schema.rb

* Update schema.rb

* Change sharing UI to modal

* UX fixes and sharing controls

* Scope include in finances better

* Update totals.rb

* Update totals.rb

* Scope reports to finance account scope

* Update impersonation_sessions_controller_test.rb

* Review fixes

* Update schema.rb

* Update show.html.erb

* FIX db validation

* Refine edit permissions

* Review items

* Review

* Review

* Add application level helper

* Critical review

* Address remaining review items

* Fix modals

* more scoping

* linter

* small UI fix

* Fix: Sync broadcasts push unscoped balance sheet to all users

* Update sync_complete_event.rb

 The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context)
  along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods.

  The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a
  morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.

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

..

account_sharings

Family sharing (#1272)

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

accountable_sparklines

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

accounts

Family sharing (#1272)

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

admin

Linter

2026-03-22 10:48:54 +01:00

api/v1

Make categories global (#1160)

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

assistant_messages

Light / dark assistant icon

2025-05-02 11:36:32 -04:00

budget_categories

Add privacy mode with blur toggle for financial data

2026-02-22 23:20:49 +01:00

budgets

Merge main: resolve grid layout conflicts, add missing privacy-sensitive coverage

2026-03-22 10:46:52 +01:00

categories

Make categories global (#1160)

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

category

Split UI (#1245)

2026-03-22 12:02:58 +01:00

chats

Add dynamic assistant icon: OpenClaw lobster SVG for external assistant (#1122)

2026-03-04 18:43:22 +01:00

coinbase_items

Unify provider and account card UI and move setup actions to menus (#755)

2026-01-24 01:11:56 +01:00

coinstats_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

credit_cards

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

cryptos

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

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

demo_family_refresh_mailer

Add scheduled DemoFamilyRefreshJob to rebuild demo data daily (#1217)

2026-03-17 19:41:26 +01:00

depositories

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

doorkeeper

Replace text-tertiary with text-subdued in views (#999)

2026-02-15 23:33:41 +01:00

email_confirmation_mailer

…

enable_banking_items

fix: Enable Banking DNS issues and provide better UI sync feedback (#1021)

2026-02-19 21:54:44 +01:00

entries

Split UI (#1245)

2026-03-22 12:02:58 +01:00

family_exports

fix: keep nav bar sticky at top (#943)

2026-02-10 23:37:42 +01:00

family_merchants

Provider merchants enhancement (#1254)

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

holdings

Adapt holdings to number inputs (#1258)

2026-03-23 18:27:53 +01:00

impersonation_sessions

More rebranding changes (#159)

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

import

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

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

imports

Family sharing (#1272)

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

indexa_capital_items

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

investment_activity

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

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

investments

Fix Investment account subtype not saving on creation (#1039)

2026-02-23 17:47:49 -05:00

invitation_mailer

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

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

invitations

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

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

invite_codes

Add ability to delete invite codes (#153)

2025-09-22 09:29:23 +02:00

layouts

Merge main: resolve grid layout conflicts, add missing privacy-sensitive coverage

2026-03-22 10:46:52 +01:00

loans

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

lunchflow_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

mercury_items

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

messages

Implement support for generic OpenAI api (#213)

2025-10-22 16:02:50 +02:00

mfa

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

oidc_accounts

Make categories global (#1160)

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

onboardings

Make categories global (#1160)

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

other_assets

Add UI clarity for non-cash account balance tracking (#336)

2025-11-17 18:20:39 +01:00

other_liabilities

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

pages

Family sharing (#1272)

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

password_mailer

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

password_resets

Password reset back button also after confirmation

2025-10-07 19:35:57 +02:00

passwords

…

pdf_import_mailer

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

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

pending_duplicate_merges

Linter

2026-03-22 10:48:54 +01:00

plaid_items

Fix Plaid link script loading and first-sync account linking (#1165)

2026-03-13 08:11:51 +01:00

properties

Make categories global (#1160)

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

pwa

fix: Update PWA icons to use current logo (#1052)

2026-02-23 17:05:46 -05:00

recurring_transactions

Add privacy mode with blur toggle for financial data

2026-02-22 23:20:49 +01:00

registrations

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

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

reports

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

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

rule

fix: Fix layout UI issues for rule creation (#852)

2026-01-31 18:22:54 +01:00

rules

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

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

securities

Improve convert-to-trade security selection with search-first UX (#703)

2026-01-19 15:49:51 +01:00

sessions

Add Google Sign-In (SSO) support to Flutter mobile app (#860)

2026-02-06 00:45:11 +01:00

settings

Family sharing (#1272)

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

shared

Fix selected account and Transaction/Transfer Tabs changes (#1220)

2026-03-24 20:36:03 +01:00

simplefin_items

Replace text-tertiary with text-subdued in views (#999)

2026-02-15 23:33:41 +01:00

snaptrade_items

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

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

splits

Split UI (#1245)

2026-03-22 12:02:58 +01:00

subscriptions

Make categories global (#1160)

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

tag/deletions

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

tags

feat: New tag creation UI (#1014)

2026-02-19 19:55:10 +01:00

trades

Family sharing (#1272)

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

transaction_attachments

Family sharing (#1272)

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

transactions

Family sharing (#1272)

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

transfer_matches

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

transfers

Fix selected account and Transaction/Transfer Tabs changes (#1220)

2026-03-24 20:36:03 +01:00

user_messages

…

users

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

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

valuations

Extend privacy headers

2026-03-22 10:57:56 +01:00

vehicles

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00