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sure/test/models
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Jestin J Palamuttam e324170160 fix(provider): resolve Tiingo security currency from countryCode (#2692) 
* fix(provider): resolve Tiingo security currency from countryCode

Tiingo's search API never returns the priceCurrency field the code was
reading, so currency detection silently failed. Currency is now derived
from countryCode via the countries gem's ISO 4217 data, with a
best-match tie-break for tickers that collide across countries so the
currency shown in search results always matches what fetch_security_prices
later returns.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(provider): guard tiingo currency cache against non-US downgrade

Addresses PR review feedback (jjmata): the per-ticker currency cache
written in search_securities was unconditionally overwritten on every
search, keyed only by ticker. A later search whose result set doesn't
happen to include a ticker's US cross-listing could silently downgrade
a previously-cached USD (the currency actually backing daily price
data) to a foreign currency. Only overwrite when the current search's
match is US, or nothing is cached yet.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-17 06:37:44 +02:00
..
account
feat(up): flag internal transfers and round-ups as funds_movement (#2460)
2026-06-30 08:19:25 +02:00
akahu_account
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_entry
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
assistant
feat(mcp): add get/create/update tools for tags and categories (#2374)
2026-06-21 12:01:39 +02:00
balance
Fix income trades (interest/dividend) wiping security holdings to $0 (#2673)
2026-07-14 01:33:35 +02:00
binance_account
feat(binance): add full account sync and transaction processing (#1822)
2026-05-27 23:58:00 +02:00
binance_item
feat(binance): add full account sync and transaction processing (#1822)
2026-05-27 23:58:00 +02:00
brex_account/transactions
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_entry
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
category
feat(settings): add reviewed category merge flow (#1754)
2026-05-30 00:12:54 +02:00
coinbase_account
fix(coinbase): qualify HoldingsProcessor constant reference (#2702)
2026-07-17 06:35:57 +02:00
coinstats_account
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +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
feat(mobile): add SureCard primitive and migrate account cards (#2370)
2026-06-20 21:43:20 +02:00
concerns
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
enable_banking_account
fix(sync): store EnableBanking credit card debt as balance instead of available credit (#2459)
2026-06-27 06:20:50 +02:00
enable_banking_entry
fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)
2026-05-12 00:17:49 +02:00
enable_banking_item
fix(enable-banking): tolerate any 422 on PDNG fetch (#1805) (#1889)
2026-06-11 16:48:40 +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
fix(sync): discover nightly provider items reflectively (#2334)
2026-06-15 20:09:39 +02:00
goal_pledge
test(goals): pledge-delta integration coverage (follow-up to #2178) (#2206)
2026-06-08 21:45:35 +02:00
holding
Fix income trades (interest/dividend) wiping security holdings to $0 (#2673)
2026-07-14 01:33:35 +02:00
ibkr_account
feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows (#1970)
2026-05-26 22:48:23 +02:00
ibkr_item
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
indexa_capital_account
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
insight
feat(insights): proactive financial intelligence feed (#2550)
2026-07-14 02:19:39 +02:00
kraken_account
feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)
2026-06-30 07:35:14 +02:00
kraken_item
feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)
2026-06-30 07:35:14 +02:00
lunchflow_account/investments
…
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
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
merchant
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
mercury_account
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
mercury_entry
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
mercury_item
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
oidc
fix(sso): request OIDC group claims (#2503)
2026-07-04 08:24:31 +02:00
plaid_account
Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)
2026-06-11 20:26:40 +02:00
plaid_entry
…
plaid_item
…
provider
fix(provider): resolve Tiingo security currency from countryCode (#2692)
2026-07-17 06:37:44 +02:00
provider_merchant
feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)
2026-06-09 23:02:26 +02:00
questrade_account
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
recurring_transaction
perf(recurring): batch recurring transaction identification (#2239)
2026-06-18 12:28:32 +02:00
rule
fix(rules): make explicit re-apply override locked attributes (#2273)
2026-06-15 22:12:24 +02:00
security
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
simplefin
…
simplefin_account
fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed (#1772)
2026-05-13 18:17:10 +02:00
simplefin_entry
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
simplefin_item
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
snaptrade_account
fix: correct SnapTrade cash activity signs (#1634)
2026-05-12 00:55:46 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
transaction
fix(transactions): include enable_banking in pending/confirmed status filter (#1885)
2026-05-31 22:17:56 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
up_entry
feat(up): flag internal transfers and round-ups as funds_movement (#2460)
2026-06-30 08:19:25 +02:00
up_item
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
valuation
…
vector_store
feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)
2026-06-08 21:35:12 +02:00
wise_activity
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
wise_entry
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
wise_item
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
account_ibkr_creation_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
account_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
account_provider_test.rb
…
account_share_test.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account_simplefin_creation_test.rb
…
account_statement_test.rb
fix: only mark overlapping statement periods as duplicate (#2569)
2026-07-04 03:27:59 +02:00
account_test.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
actual_import_test.rb
fix(imports): import Actual rows with blank payee (#2282)
2026-06-11 09:04:56 +02:00
address_test.rb
fix: change postal_code column from integer to string (#1585)
2026-04-29 15:30:04 +02:00
akahu_account_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item_importer_error_messages_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item_unlinking_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
api_key_test.rb
Allow multiple active API keys per user (#2077)
2026-06-26 06:47:38 +02:00
archived_export_test.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
assistant_message_test.rb
fix(chat): clear assistant bubble on destroy so the chat doesn't hang on Thinking (#2315)
2026-06-14 22:09:02 +02:00
assistant_test.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
background_job_health_test.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
balance_sheet_test.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
binance_account_test.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
binance_item_test.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_account_test.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item_test.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
budget_category_test.rb
feat(assistant): add get_budget function for budget tracking (#1966)
2026-05-30 00:51:16 +02:00
budget_test.rb
Hide nested budget categories in the Budget spent donut (#1544)
2026-04-23 21:28:38 +02:00
category_import_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category_test.rb
fix(categories): avoid index N+1 queries (#2089)
2026-06-01 21:59:46 +02:00
chat_test.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
coinbase_account_test.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item_test.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_account_test.rb
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_item_test.rb
…
crypto_test.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
current_test.rb
…
debug_log_entry_test.rb
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
enable_banking_account_processor_test.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
enable_banking_account_test.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item_test.rb
feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)
2026-06-04 19:53:52 +02:00
entry_split_test.rb
feat(splits): add exclusion support for splits and improve rendering (#1661)
2026-05-09 12:36:41 +02:00
entry_test.rb
fix: Transaction Pagination Skipping Entries (#2179)
2026-06-16 10:51:51 +02:00
exchange_rate_pair_test.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
exchange_rate_test.rb
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
family_document_test.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_export_test.rb
…
family_test.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
goal_account_test.rb
feat(goals): earmark a portion of an account toward a goal (Phase 1) (#2490)
2026-06-30 06:55:29 +02:00
goal_pledge_test.rb
feat(goals): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
goal_test.rb
feat(goals): investment-backed goals (Phase 2) (#2491)
2026-06-30 07:26:23 +02:00
holding_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account_processor_test.rb
fix(ibkr): correct historical cash/non-cash split for linked accounts (#1813)
2026-05-18 21:03:04 +02:00
ibkr_item_importer_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_report_parser_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_session_test.rb
…
import_encoding_test.rb
fix(imports): normalize CSV upload encoding when validations are skipped (#2299)
2026-06-16 17:13:03 +02:00
import_session_test.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
income_statement_test.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
indexa_capital_account_test.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item_test.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
insight_test.rb
feat(insights): proactive financial intelligence feed (#2550)
2026-07-14 02:19:39 +02:00
investment_flow_statement_test.rb
perf(reports): collapse investment flow aggregates (#2190)
2026-06-06 17:11:33 +02:00
investment_statement_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
investment_test.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
invitation_test.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
invite_code_test.rb
…
kraken_item_test.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
llm_usage_test.rb
Update LLM token cost estimates and cost-info locales (#2690)
2026-07-15 19:47:42 +02:00
loan_test.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lunchflow_account_processor_test.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
lunchflow_item_test.rb
Constrain Lunchflow base URL to trusted endpoint (#1768)
2026-05-12 12:18:17 +02:00
market_data_importer_test.rb
Add throttling and cross-rate for twelve data (#1396)
2026-04-07 20:46:05 +02:00
mercury_account_test.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
mercury_item_test.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
mint_import_test.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
mobile_device_test.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity_test.rb
fix(sso): request OIDC group claims (#2503)
2026-07-04 08:24:31 +02:00
pdf_import_test.rb
refactor(imports): back PDF imports with statements (#1786)
2026-05-30 00:22:25 +02:00
period_test.rb
feat(dashboard): unify per-widget period selectors into one picker (#2162)
2026-06-04 23:11:43 +02:00
plaid_account_test.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
plaid_item_test.rb
fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)
2026-05-28 14:55:21 +02:00
provider_connection_status_test.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
provider_merchant_test.rb
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
provider_test.rb
…
qif_import_test.rb
fix(imports): support QIF dd mmm yyyy date format (#2500)
2026-06-28 17:02:07 +02:00
recurring_transaction_test.rb
fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers (#2110)
2026-06-03 00:04:32 +02:00
rule_import_test.rb
fix: preserve wrapped rule import json values (#1358)
2026-04-03 12:38:37 +02:00
rule_test.rb
Add "Transaction account" as rule condition filter (#1186)
2026-03-13 07:59:45 +01:00
security_test.rb
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +02:00
setting_test.rb
…
simplefin_account_processor_test.rb
Fix SimpleFIN inverting Loan account balances (#1574)
2026-04-29 13:00:38 +02:00
simplefin_account_test.rb
Fix SimpleFIN epoch-string balance dates (#2397)
2026-06-25 05:38:06 +02:00
simplefin_item_dedupe_test.rb
…
simplefin_item_test.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
snaptrade_account_processor_test.rb
fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)
2026-05-30 23:29:37 +02:00
snaptrade_account_test.rb
fix(jobs): enqueue jobs after transaction commit to fix SyncJob deserialization race (#2354)
2026-06-15 21:43:08 +02:00
snaptrade_data_helpers_test.rb
Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)
2026-01-23 00:27:00 +01:00
snaptrade_item_oauth_test.rb
Add SnapTrade OAuth device flow (#2494)
2026-06-27 06:43:12 +02:00
snaptrade_item_test.rb
feat:Add SnapTrade OAuth device flow (#2523)
2026-06-29 00:30:03 +02:00
sophtron_account_test.rb
[codex] Complete Sophtron account mapping (#1698)
2026-05-08 15:15:23 +02:00
sophtron_item_test.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
sso_provider_test.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
sso_provider_tester_test.rb
fix(auth): surface exact OIDC issuer mismatches (#1666)
2026-05-05 00:47:45 +02:00
subscription_test.rb
…
sure_import_test.rb
refactor(imports): focus Sure preflight scope (#1833)
2026-06-03 00:37:21 +02:00
sync_test.rb
fix(sync): guard finalization against externally-staled syncs (#2680)
2026-07-14 19:15:09 +02:00
tag_test.rb
…
trade_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
trade_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transaction_attachment_validation_test.rb
feat(transaction): add support for file attachments using Active Storage (#713)
2026-03-14 23:56:27 +01:00
transaction_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
transaction_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer_test.rb
Fix fee display consistency, derive fees from entries, clean schema churn
2026-06-28 19:47:53 +00:00
trend_test.rb
fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)
2026-07-04 03:13:39 +02:00
up_account_test.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
user_message_test.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
user_test.rb
feat(insights): proactive financial intelligence feed (#2550)
2026-07-14 02:19:39 +02:00
wise_account_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
wise_item_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
ynab_import_test.rb
feat(imports): add YNAB CSV import (#2361)
2026-06-16 08:32:17 +02:00