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67799511942722e8f3196188ff9b391a3413017f
sure/app/models
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Dream 6779951194 Fix mobile login "Record not found" for unseeded instances (#916) 
* Auto-create mobile OAuth application when missing (#912)

Self-hosted users who set up their instance without running `db:seed`
(or reset their database) got "Record not found" on mobile login because
`MobileDevice.shared_oauth_application` used `find_by!` which raises
when the "Sure Mobile" Doorkeeper application does not exist.

Switch to `find_or_create_by!` so the record is created transparently
on first use, matching the attributes from the seed file.

* Nice Claude Code suggestion

---------

Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-02-06 18:04:29 +01:00
..
account
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
assistant
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
balance
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
balance_sheet
…
chat
…
coinbase_account
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +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
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
concerns
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
demo
Add deterministic API key for uptime monitoring (#834)
2026-01-30 12:29:46 +01:00
enable_banking_account
fix: Properly compute credit card balance for Enable Banking accounts (#663)
2026-01-18 15:11:34 +01:00
enable_banking_entry
…
enable_banking_item
fix: Properly compute credit card balance for Enable Banking accounts (#663)
2026-01-18 15:11:34 +01:00
eval
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
…
family
Increase FX rate deviation tolerance to 10% when matching transfers (#877)
2026-02-03 14:20:34 +01:00
holding
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
import
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
income_statement
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
investment_statement
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
lunchflow_account
Remove InvestmentActivityDetector and related functionality
2026-01-12 15:35:14 -05:00
lunchflow_entry
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
lunchflow_item
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
merchant
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
mercury_account
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_entry
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_item
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
plaid_account
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
provider
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
recurring_transaction
…
rule
Normalize whitespace in text rule matching (#890)
2026-02-06 00:00:04 +01:00
security
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +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
Move money market tickers and patterns to configuration (#712)
2026-01-20 07:44:12 +01:00
simplefin_entry
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
simplefin_item
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
snaptrade_account
Fix locale mismatch and add option activity type mappings (#743)
2026-01-23 00:28:17 +01:00
snaptrade_item
Add SnapTrade connection management UI for freeing up connection slots (#747)
2026-01-23 08:55:34 +01:00
tool_call
…
trade
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
transfer
Centralize investment_contributions_category logic and update references for streamlined handling.
2026-01-20 17:51:36 -05:00
valuation
…
account_import.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
account_order.rb
…
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
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
address.rb
…
api_key.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
application_record.rb
…
assistant_message.rb
…
assistant.rb
…
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
…
balance.rb
…
budget_category.rb
Allow subcategories to inherit parent budget without individual limits (#579)
2026-01-21 22:10:15 +01:00
budget.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
category_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
category.rb
Add tests for uncategorized transaction filter across locales (#862)
2026-02-01 18:59:12 +01:00
chat.rb
…
coinbase_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
coinbase_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
coinstats_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
coinstats_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
credit_card.rb
…
crypto.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
current.rb
…
data_enrichment.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
depository.rb
…
developer_message.rb
…
enable_banking_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
enable_banking_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
entry_search.rb
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
entry.rb
fix: Preserve tags on bulk edits (take 3) (#889)
2026-02-06 14:11:46 +01:00
entryable.rb
…
exchange_rate.rb
…
family_export.rb
…
family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +01:00
family.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
holding.rb
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +01:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import.rb
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
income_statement.rb
Fix struct compatibility error in IncomeStatement::Totals (#603)
2026-01-10 20:26:08 +01:00
investment_flow_statement.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
investment_statement.rb
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
investment.rb
Add gains by tax treatment to investment report with grouped subtype dropdown (#701)
2026-01-19 15:44:49 +01:00
invitation.rb
Fix OIDC household invitation (issue #900) (#904)
2026-02-06 16:14:42 +01:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
llm_usage.rb
…
loan.rb
…
lunchflow_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
lunchflow_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
market_data_importer.rb
…
measurement.rb
…
merchant.rb
…
mercury_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
mercury_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
message.rb
…
mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
other_asset.rb
…
other_liability.rb
…
pdf_import.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
period.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
plaid_account.rb
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
plaid_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
property.rb
…
provider_merchant.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
provider.rb
…
recurring_transaction.rb
…
rejected_transfer.rb
…
rule_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
rule_run.rb
…
rule.rb
Implement Run all rules (#582)
2026-01-08 15:20:14 +01:00
security.rb
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
series.rb
…
session.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
setting.rb
Add AI cache clearing infrastructure
2026-01-26 09:46:20 +01:00
simplefin_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
simplefin_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
snaptrade_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
snaptrade_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
sso_audit_log.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
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
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sync.rb
…
tag.rb
…
tagging.rb
…
tool_call.rb
…
trade_import.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
trade.rb
feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)
2026-01-20 00:01:55 +01:00
transaction_import.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
transaction.rb
Refactor clear_ai_cache to use family_scope pattern
2026-01-26 10:17:28 +01:00
transfer.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend.rb
…
user_message.rb
…
user.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
valuation.rb
…
vehicle.rb
…