Josh Waldrep 5de091b14c Add tests for cross-provider holding isolation and enhance fallback logic ...

- Introduced `Account::ProviderImportAdapterCrossProviderTest` to validate no cross-provider claiming of holdings.
- Updated `ProviderImportAdapter` to scope fallback matching by `account_provider_id`.
- Added early conflict guard and rescue for unique index violations during imports.
- Simplified rake task usage feedback.

2025-11-22 15:24:12 -05:00

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account

Add tests for cross-provider holding isolation and enhance fallback logic

2025-11-22 15:24:12 -05:00

balance

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

concerns

Encapsulate enrichment actions, add tests

2025-05-20 11:33:35 -04:00

exchange_rate

Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)

2025-05-17 16:37:16 -04:00

family

FIX AI categorization & Twelvedata currency (#354)

2025-11-19 19:30:28 +01:00

holding

Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)

2025-06-26 16:57:17 -04:00

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

Increase specificity of filter when fetching Plaid liabilities

2025-05-24 19:16:55 -04:00

provider

Fix Yahoo minor unit handling (#335)

2025-11-15 18:34:22 +01:00

recurring_transaction

Recurring transactions (#271)

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

rule

Implement a filter for category (#215)

2025-10-22 17:03:00 +02:00

security

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

simplefin_entry

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

simplefin_item

Add tests and refactor for Simplefin holdings import and processing

2025-11-22 14:41:21 -05:00

transaction

Separate exclude and one-time transaction handling (#2400)

2025-06-20 17:10:36 -04:00

transfer

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

valuation

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_import_test.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

account_provider_test.rb

Providers factory (#250)

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

account_test.rb

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

address_test.rb

…

api_key_test.rb

Fix linting issues and update API key test for source validation

2025-06-18 08:28:32 -05:00

assistant_message_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

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

Fix budget navigation to allow selecting previous months

2025-07-23 18:26:04 -04:00

category_import_test.rb

Support category .csv import (#326)

2025-11-15 19:00:52 +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

current_test.rb

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developer_message_test.rb

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exchange_rate_test.rb

Market data sync refinements (#2252)

2025-05-16 14:17:56 -04:00

family_export_test.rb

More rebranding changes (#159)

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

family_test.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

holding_test.rb

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impersonation_session_test.rb

More rebranding changes (#159)

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

income_statement_test.rb

Separate exclude and one-time transaction handling (#2400)

2025-06-20 17:10:36 -04:00

invite_code_test.rb

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loan_test.rb

…

market_data_importer_test.rb

Fetch reciprocal exchange rates when syncing market data (#358)

2025-11-20 19:50:22 +01:00

mobile_device_test.rb

Add secure OAuth2-based mobile authentication

2025-06-18 08:20:22 -05:00

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

…

recurring_transaction_test.rb

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

rule_test.rb

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security_test.rb

Handle case sensitive values when creating securities

2025-05-08 14:31:43 -04:00

setting_test.rb

Fixes & Improvements (#316)

2025-11-11 19:51:07 +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

subscription_test.rb

Improve rules - add name, allow sorting, improve UI (#2177)

2025-05-13 15:53:13 -04:00

sync_test.rb

Handle duplicate sync jobs

2025-05-24 17:58:17 -04:00

tag_test.rb

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trade_import_test.rb

Security resolver and health checker (#2281)

2025-05-22 12:43:24 -04:00

trade_test.rb

Increasing trades.price decimal scale (#89)

2025-10-21 18:22:24 +02:00

transaction_import_test.rb

Add transaction dedup support for CSV imports (#304)

2025-11-10 12:09:22 +01:00

transfer_test.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

trend_test.rb

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user_message_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

user_test.rb

More rebranding changes (#159)

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