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5e368bc8470dc287fe12303cbc17ca464ef3d64a
sure/app/models
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Juan José Mata 69827dada8 Fix transaction search account scope bypass (#1460) 
Ensure accessible_account_ids filtering is applied whenever account scope is provided, including empty arrays, so users with no shared accounts cannot see family-wide transactions.

Also make totals robust when scoped queries return no rows and add regression tests for both visibility and totals behavior with empty accessible account lists.
2026-04-13 21:23:59 +02:00
..
account
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
assistant
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
balance
FIX networth chart dashboard (#1449)
2026-04-12 18:09:03 +02:00
balance_sheet
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
binance_account
Fix Binance USD converter custom rate keyword (#1414)
2026-04-08 22:23:15 +02:00
binance_item
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
chat
…
coinbase_account
…
coinbase_item
…
coinstats_account
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_entry
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_item
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
concerns
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +02:00
demo
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
enable_banking_account
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_entry
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item
fix(enable-banking): refactor error handling and add missing GIN index (#1432)
2026-04-11 21:32:20 +02:00
eval
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
holding
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
import
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
income_statement
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
indexa_capital_account
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
investment_statement
…
lunchflow_account
…
lunchflow_entry
fix: add logic to skip future pending transactions and add cleanup ta… (#1011)
2026-02-19 18:58:01 +01:00
lunchflow_item
…
merchant
…
mercury_account
…
mercury_entry
…
mercury_item
…
plaid_account
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
plaid_entry
…
plaid_item
Fix Plaid link script loading and first-sync account linking (#1165)
2026-03-13 08:11:51 +01:00
provider
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
provider_merchant
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
recurring_transaction
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
rule
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
security
Add binance security provider for crypto (#1424)
2026-04-10 15:43:22 +02:00
simplefin
…
simplefin_account
Fix SimpleFIN holdings confusing market value with cost basis (#1182) (#1261)
2026-03-23 19:39:32 +01:00
simplefin_entry
…
simplefin_item
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
snaptrade_account
…
snaptrade_item
…
tool_call
…
trade
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
transaction
Fix transaction search account scope bypass (#1460)
2026-04-13 21:23:59 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
valuation
…
vector_store
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +01:00
account_import.rb
…
account_order.rb
…
account_provider.rb
…
account_share.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account.rb
refactor(accounts): Improve destroy_later atomicity and add controller error handling (#1395)
2026-04-07 15:53:25 +02:00
address.rb
…
api_key.rb
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
application_record.rb
…
archived_export.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
assistant_message.rb
…
assistant.rb
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
auth_config.rb
…
balance_sheet.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
balance.rb
…
binance_account.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
binance_item.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
budget_category.rb
Budget page refactor: split into(All - Over Budget - On Track) (#1195)
2026-04-13 20:03:55 +02:00
budget.rb
Merge pull request #925 from grrtt49/feature/future-budget
2026-04-08 08:35:47 +02:00
category_import.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category.rb
fix: add hex color validation to Category model and form (to solve #1247) (#1341)
2026-04-01 20:27:29 +02:00
chat.rb
Remove unused DeveloperMessage model (#1207)
2026-03-16 20:22:11 +01:00
coinbase_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
coinbase_item.rb
Refactor: Use Encryptable concern in CoinbaseItem (#1339)
2026-04-07 16:28:01 +02:00
coinstats_account.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_item.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
credit_card.rb
…
crypto.rb
…
current.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
data_enrichment.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
depository.rb
…
enable_banking_account.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
entry_search.rb
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
entry.rb
Quick Categorize Wizard — follow-up fixes (#1393)
2026-04-07 13:17:37 +02:00
entryable.rb
Fix NoMethodError on nil entryable in account activity feed (#1316)
2026-03-29 17:30:12 +02:00
exchange_rate_pair.rb
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
exchange_rate.rb
…
family_document.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_export.rb
…
family_merchant_association.rb
…
family_merchant.rb
…
family.rb
feat: add currency management for families with enabled currencies (#1419)
2026-04-13 19:53:04 +02:00
holding.rb
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import.rb
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +02:00
income_statement.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
indexa_capital_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
indexa_capital_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
investment_flow_statement.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
investment_statement.rb
Investments currency fix (#1436)
2026-04-11 15:09:59 +02:00
investment.rb
Updated list of Canadian registered accounts (#1265)
2026-03-24 09:28:38 +01:00
invitation.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
invite_code.rb
…
llm_usage.rb
…
loan.rb
Fixed crypto and loan add menus (#1306)
2026-04-07 11:39:18 +02:00
lunchflow_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
lunchflow_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
market_data_importer.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
measurement.rb
…
merchant.rb
…
mercury_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
mercury_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
message.rb
…
mint_import.rb
…
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
…
other_asset.rb
…
other_liability.rb
…
pdf_import.rb
PDF ai import (#1006)
2026-02-16 21:11:41 +01:00
period.rb
FIX networth chart dashboard (#1449)
2026-04-12 18:09:03 +02:00
plaid_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
plaid_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
property.rb
…
provider_merchant.rb
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
provider.rb
…
qif_import.rb
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +02:00
recurring_transaction.rb
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
rejected_transfer.rb
…
rule_import.rb
fix: preserve wrapped rule import json values (#1358)
2026-04-03 12:38:37 +02:00
rule_run.rb
…
rule.rb
Add Quick Categorize Wizard (#1386)
2026-04-07 11:24:50 +02:00
security.rb
Move back to brandfetch (#1427)
2026-04-10 17:42:16 +02:00
series.rb
…
session.rb
…
setting.rb
Move back to brandfetch (#1427)
2026-04-10 17:42:16 +02:00
simplefin_account.rb
…
simplefin_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
snaptrade_account.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
snaptrade_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
sso_audit_log.rb
…
sso_provider_tester.rb
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
sso_provider.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
subscription.rb
…
sure_import.rb
Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
2026-03-23 14:27:41 +01:00
sync.rb
…
tag.rb
feat: Add tag badge in filter window (#1038)
2026-02-23 17:43:00 -05:00
tagging.rb
…
tool_call.rb
…
trade_import.rb
…
trade.rb
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
transaction_import.rb
…
transaction.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
transfer.rb
…
trend.rb
…
user_message.rb
…
user.rb
Missing translation fallback for account subtypes (#1325)
2026-03-31 17:22:49 +02:00
valuation.rb
…
vector_store.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
vehicle.rb
…