copilot-swe-agent[bot] 64cd8c72e7 Address review feedback for dashboard outflows investment contributions ...

Agent-Logs-Url: https://github.com/we-promise/sure/sessions/81bb8eeb-1c0b-4a7f-b939-187061c41f22

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

2026-03-29 10:13:11 +00:00

..

admin

Administer invitations in /admin/users (#1185)

2026-03-14 11:32:33 +01:00

api/v1

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

category

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concerns

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

import

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

settings

Add appearance setting for 2 column layout (#1285)

2026-03-24 19:19:05 +01:00

tag

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transactions

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

account_sharings_controller.rb

Family sharing (#1272)

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

accountable_sparklines_controller.rb

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accounts_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

application_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

archived_exports_controller.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

budget_categories_controller.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

budgets_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

categories_controller.rb

Make categories global (#1160)

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

chats_controller.rb

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coinbase_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

coinstats_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

cookie_sessions_controller.rb

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credit_cards_controller.rb

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cryptos_controller.rb

Fix crypto subtype for trades api (#1022)

2026-02-19 19:51:42 +01:00

currencies_controller.rb

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current_sessions_controller.rb

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depositories_controller.rb

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email_confirmations_controller.rb

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enable_banking_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

family_exports_controller.rb

Fix export polling missing template error (#796) (#721)

2026-02-25 17:09:51 -05:00

family_merchants_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

holdings_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

impersonation_sessions_controller.rb

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imports_controller.rb

Family sharing (#1272)

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

indexa_capital_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

investments_controller.rb

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

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

invitations_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

invite_codes_controller.rb

Add default family selection for invite-only onboarding mode (#1174)

2026-03-10 18:12:53 +01:00

loans_controller.rb

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lookbooks_controller.rb

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lunchflow_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

mcp_controller.rb

Add MCP server endpoint for external AI assistants (#1051)

2026-02-23 09:13:15 -05:00

mercury_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

messages_controller.rb

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mfa_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

oidc_accounts_controller.rb

Check for pending invitations before creating new Family during SSO log in/sign up (#1171)

2026-03-10 13:38:42 +01:00

onboardings_controller.rb

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other_assets_controller.rb

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other_liabilities_controller.rb

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pages_controller.rb

Address review feedback for dashboard outflows investment contributions

2026-03-29 10:13:11 +00:00

password_resets_controller.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

passwords_controller.rb

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pending_duplicate_merges_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

plaid_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

properties_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

recurring_transactions_controller.rb

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

registrations_controller.rb

Add default family selection for invite-only onboarding mode (#1174)

2026-03-10 18:12:53 +01:00

reports_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

rules_controller.rb

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

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

securities_controller.rb

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

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

sessions_controller.rb

Check for pending invitations before creating new Family during SSO log in/sign up (#1171)

2026-03-10 13:38:42 +01:00

simplefin_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

snaptrade_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

splits_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

subscriptions_controller.rb

Hide contribution payments from demo user(s) (#738)

2026-01-23 12:35:49 +01:00

tags_controller.rb

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trades_controller.rb

Record dividends and interest as Trades in investment accounts (#1311)

2026-03-29 10:08:54 +02:00

transaction_attachments_controller.rb

Family sharing (#1272)

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

transaction_categories_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

transactions_controller.rb

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

transfer_matches_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

transfers_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

users_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

valuations_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

vehicles_controller.rb

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webhooks_controller.rb

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