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664a00678ee0d88d768fe64d49a18f3f7eea0ab7
sure/app/models
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Juan José Mata 664a00678e Merge branch 'main' into add-config-import-csv-skip-first-x-rows 
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-10 17:47:04 +01:00
..
account
Fix provider merchant lookup to handle case variations in names
2026-01-09 00:21:22 +01:00
assistant
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
balance
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
balance_sheet
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chat
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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
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
demo
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enable_banking_account
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_entry
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item
fix: Fix Enable Banking sync date determination
2025-11-30 17:58:29 +01:00
eval
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
exchange_rate
Rate exchange fix (#377)
2025-11-24 17:54:18 +01:00
family
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
holding
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
import
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
income_statement
Support uncategorized investments (#593)
2026-01-09 19:45:42 +01:00
investment_statement
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
lunchflow_account
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
lunchflow_entry
Lunchflow UI fixes (#384)
2025-11-27 15:24:34 +01:00
lunchflow_item
Add global sync summary component for all providers (#588)
2026-01-09 19:26:37 +01:00
merchant
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
plaid_account
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plaid_entry
Pending detection, FX metadata, Pending UI badge. (#374)
2025-12-19 23:24:48 +01:00
plaid_item
Add global sync summary component for all providers (#588)
2026-01-09 19:26:37 +01:00
provider
Provider investment fixes (#600)
2026-01-10 15:43:07 +01:00
recurring_transaction
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule
Add transaction details and notes filters to rules engine (#439)
2025-12-11 00:55:55 +01:00
security
Provider investment fixes (#600)
2026-01-10 15:43:07 +01:00
simplefin
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +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
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
tool_call
…
trade
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
transaction
Transfer Matching: Larger match date window for manual matching (#514)
2025-12-30 19:06:40 +01:00
transfer
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valuation
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account_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
account_order.rb
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account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account.rb
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
address.rb
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api_key.rb
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application_record.rb
…
assistant_message.rb
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assistant.rb
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auth_config.rb
Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)
2025-12-24 00:15:53 +01:00
balance_sheet.rb
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balance.rb
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budget_category.rb
fix: Update budget percentage determination method (#440)
2025-12-11 00:14:14 +01:00
budget.rb
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category_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
category.rb
Support uncategorized investments (#593)
2026-01-09 19:45:42 +01:00
chat.rb
…
coinstats_account.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
credit_card.rb
…
crypto.rb
…
current.rb
…
data_enrichment.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
depository.rb
…
developer_message.rb
…
enable_banking_account.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
entry_search.rb
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entry.rb
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entryable.rb
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exchange_rate.rb
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family_export.rb
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family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
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family.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
holding.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
impersonation_session_log.rb
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impersonation_session.rb
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import.rb
Merge branch 'main' into add-config-import-csv-skip-first-x-rows
2026-01-10 17:47:04 +01:00
income_statement.rb
Support uncategorized investments (#593)
2026-01-09 19:45:42 +01:00
investment_statement.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
investment.rb
Expand budgeting icon options (#341)
2025-12-12 16:05:53 +01:00
invitation.rb
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invite_code.rb
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llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
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lunchflow_account.rb
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
lunchflow_item.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
market_data_importer.rb
Fetch reciprocal exchange rates when syncing market data (#358)
2025-11-20 19:50:22 +01:00
measurement.rb
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merchant.rb
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message.rb
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mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
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oidc_identity.rb
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other_asset.rb
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other_liability.rb
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period.rb
New "last month" period and clarify "30D" label
2025-11-27 10:59:33 +01:00
plaid_account.rb
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plaid_item.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
property.rb
…
provider_merchant.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
provider.rb
…
recurring_transaction.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rejected_transfer.rb
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rule_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
rule_run.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
rule.rb
Implement Run all rules (#582)
2026-01-08 15:20:14 +01:00
security.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
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setting.rb
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
simplefin_account.rb
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item.rb
Fix missing SimpleFIN investment account transactions (#562)
2026-01-07 16:15:28 +01:00
subscription.rb
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sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
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tagging.rb
…
tool_call.rb
…
trade_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
trade.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
transaction_import.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
transaction.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
transfer.rb
Transfer Matching: Larger match date window for manual matching (#514)
2025-12-30 19:06:40 +01:00
trend.rb
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user_message.rb
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user.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
valuation.rb
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vehicle.rb
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