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5f8a0dc78eae3f2c6390d5216eefa901e5dc263d
sure/test/models
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soky srm 0c92eb91b3 Merge pull request #608 from luckyPipewrench/investment-activity 
Investment activity labels and classification
2026-01-13 10:13:31 +01:00
..
account
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +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
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
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
Increase specificity of filter when fetching Plaid liabilities
2025-05-24 19:16:55 -04:00
provider
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
recurring_transaction
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
rule
Remove InvestmentActivityDetector and related functionality
2026-01-12 15:35:14 -05:00
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
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
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
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
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
Handle missing category import headers and accept name* (#487)
2025-12-22 20:41:37 +01:00
category_test.rb
Ensure Consistent Category Colors (#1722)
2025-01-30 16:49:31 -05:00
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
Use DB for auth sessions (#1233)
2024-10-03 14:42:22 -04:00
developer_message_test.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
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
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
Use consistent language for invite codes
2024-02-02 19:37:10 -06:00
loan_test.rb
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
market_data_importer_test.rb
Provider investment fixes (#600)
2026-01-10 15:43:07 +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
Use faraday retry, move retry logic to concrete provider level (#2042)
2025-04-01 08:41:49 -04:00
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
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_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
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
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
trade_import_test.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
trade_test.rb
Increasing trades.price decimal scale (#89)
2025-10-21 18:22:24 +02:00
transaction_import_test.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +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
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
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
Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)
2026-01-07 20:17:23 +01:00