Blaž Dular 37301e15ae feat(mcp): add pagination to get_tags and get_categories tools (#2492) ...

* feat(mcp): add pagination to get_tags and get_categories tools

Both tools now accept a `page` param and return `total_results`,
`total_pages`, `page`, and `page_size` — matching the pattern used
by get_transactions and get_holdings. Adds a migration for composite
(family_id, name) indexes on tags and categories to support efficient
paginated ordering within a family scope.

* fix(mcp): make page param optional in get_tags/get_categories schema and fix migration version

Page defaults to 1 in call() so marking it required in the JSON schema was incorrect.
Also fixes migration to use ActiveRecord::Migration[7.2] instead of [8.0].

* fix: update schema.rb with family_id+name indexes for tags and categories

* fix(mcp): stable pagination sort and unique family/name indexes on tags and categories

- Make family_id+name indexes unique (matches existing AR uniqueness validations)
- Add id tie-breaker to alphabetically/alphabetically_by_hierarchy scopes
  so paginated results are deterministic

* refactor(mcp): replace Pagy::Backend mixin with Pagy.new in model layer

Pagy::Backend is designed for controllers; using it in plain model
classes is fragile. Switch all four assistant functions to call
Pagy.new(count:, page:, limit:) directly and apply offset/limit
on the scope, which is the correct approach for non-controller contexts.

2026-08-12 23:55:05 +02:00

..

account

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

account_statement

fix: only mark overlapping statement periods as duplicate (#2569)

2026-07-04 03:27:59 +02:00

akahu_account

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

akahu_item

fix(akahu): pull full history on initial Akahu sync (#2779)

2026-07-25 20:11:25 +02:00

assistant

feat(mcp): add pagination to get_tags and get_categories tools (#2492)

2026-08-12 23:55:05 +02:00

balance

feat(accounts): add Gains / ROI chart view for investment accounts (#2660)

2026-07-25 20:14:56 +02:00

balance_sheet

feat(reports): add net worth chart with breakdown tooltip (#2716)

2026-07-25 05:59:32 +02:00

binance_account

fix(binance): correct base_url for futures api endpoint, start_time param (#2839)

2026-08-04 23:55:18 +02:00

binance_item

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

brex_account

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

brex_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +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

chat

…

coinbase_account

fix(coinbase): qualify HoldingsProcessor constant reference (#2702)

2026-07-17 06:35:57 +02:00

coinbase_item

…

coinstats_account

…

coinstats_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

coinstats_item

feat(mobile): add SureCard primitive and migrate account cards (#2370)

2026-06-20 21:43:20 +02:00

concerns

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

demo

Fix two crashes in rake demo_data:default (#2586)

2026-07-04 03:22:53 +02:00

enable_banking_account

fix(enable-banking): preserve manual card limit when provider reports zero (#2841)

2026-08-01 08:44:30 +02:00

enable_banking_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

enable_banking_item

fix: tolerate Trade Republic Enable Banking pagination/PDNG errors (#392) (#2828)

2026-08-01 08:27:59 +02:00

eval

…

exchange_rate

Fix(exchange_rate): Handle RecordInvalid in find_or_fetch_rate race condition (#2734)

2026-07-30 03:05:14 +02:00

family

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +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

import

refactor(imports): focus Sure preflight scope (#1833)

2026-06-03 00:37:21 +02:00

income_statement

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

indexa_capital_account

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

indexa_capital_item

…

insight

fix(insights): respect recurring_transactions_disabled in subscription_audit (#2831)

2026-08-01 08:47:50 +02:00

investment_statement

perf(dashboard): streamline investment activity totals (#2257)

2026-06-18 20:18:18 +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

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +02:00

lunchflow_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

lunchflow_item

fix(lunchflow): prune orphaned accounts deleted upstream (#1861) (#1886)

2026-07-17 22:49:31 +02:00

merchant

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +02:00

mercury_account

…

mercury_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +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

…

plaid_entry

Add per-account toggle to disable automatic transaction categorization (#2636)

2026-07-17 07:22:50 +02:00

plaid_item

…

property

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

provenance

Tooling for the wealth + tax agent harness (#2848)

2026-08-04 23:33:01 +02:00

provider

feat(yahoo_finance): add Indonesia Stock Exchange (XIDX) support (#3000)

2026-08-12 07:19:14 +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

questrade_item

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

redbark_account

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

redbark_item

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

rule

Add “Is not equal to” operator for transaction amount rules (#2922)

2026-08-05 19:55:15 +02:00

security

feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)

2026-06-19 17:07:09 +02:00

simplefin

…

simplefin_account

fix: add Schwab to SimpleFIN total-basis cost_basis allowlist (#2986)

2026-08-10 07:20:55 +02:00

simplefin_entry

Don’t re-create pending SimpleFIN transactions when pending sync is disabled (#2835)

2026-07-30 01:13:02 +02:00

simplefin_item

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

snaptrade_account

fix(snaptrade): sign bare TRANSFER activities by provider direction (#2792)

2026-07-25 18:54:37 +02:00

snaptrade_item

feat(mcp): Add MCP transaction update tool (#2719)

2026-08-01 20:57:43 +02:00

sophtron_account

…

sophtron_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

sophtron_item

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sure_import

refactor(imports): focus Sure preflight scope (#1833)

2026-06-03 00:37:21 +02:00

tool_call

…

trade

fix(trades): guard against nil security in create_trade (#2066)

2026-06-19 16:54:37 +02:00

trading212_account

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_item

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

transaction

perf(transfers): narrow auto-transfer candidate search (#2080)

2026-06-01 22:02:01 +02:00

transfer

Add tags support for transfer transactions (#2921)

2026-08-05 19:47:34 +02:00

up_account

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

up_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +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_account

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

wise_activity

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

wise_entry

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

wise_item

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

wise_statement

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

account_import.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

account_order.rb

feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)

2026-05-19 13:37:10 +02:00

account_provider.rb

…

account_share.rb

…

account_statement.rb

refactor(imports): back PDF imports with statements (#1786)

2026-05-30 00:22:25 +02:00

account.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

actual_import.rb

fix(imports): import Actual rows with blank payee (#2282)

2026-06-11 09:04:56 +02:00

address.rb

…

akahu_account.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

api_key.rb

Allow multiple active API keys per user (#2077)

2026-06-26 06:47:38 +02:00

application_record.rb

…

archived_export.rb

…

assistant_message.rb

…

assistant.rb

feat(mcp): Add MCP budget update tool (#2908)

2026-08-11 23:49:43 +02:00

auth_config.rb

feat(auth): sign in with a passkey, without a password (#2911)

2026-08-12 20:35:13 +02:00

background_job_console.rb

feat(settings): super-admin background jobs console (#2682)

2026-07-21 05:50:40 +02:00

background_job_health.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

balance_sheet.rb

…

balance.rb

…

binance_account.rb

…

binance_item.rb

…

brex_account.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

brex_item.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

budget_category.rb

feat(plan): unify Budgets and Goals under a single Plan tab (#2687)

2026-08-01 08:51:08 +02:00

budget.rb

feat(plan): unify Budgets and Goals under a single Plan tab (#2687)

2026-08-01 08:51:08 +02:00

category_import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

category.rb

feat(mcp): add pagination to get_tags and get_categories tools (#2492)

2026-08-12 23:55:05 +02:00

chat.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

coinbase_account.rb

…

coinbase_item.rb

…

coinstats_account.rb

…

coinstats_item.rb

…

credit_card.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

crypto.rb

feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)

2026-05-18 20:49:28 +02:00

current.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

data_enrichment.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

debug_log_entry.rb

Add super_admin debug event log (#1816)

2026-05-17 16:55:01 +02:00

depository.rb

fix(family): include HSA depository accounts in tax-advantaged exclusion (#2004)

2026-05-31 16:24:01 +02:00

enable_banking_account.rb

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +02:00

enable_banking_item.rb

feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)

2026-06-04 19:53:52 +02:00

entry_search.rb

fix(transactions): include enable_banking in pending/confirmed status filter (#1885)

2026-05-31 22:17:56 +02:00

entry.rb

feat(transactions): surface recently-used categories in the category picker (#2829)

2026-08-04 23:03:12 +02:00

entryable.rb

…

exchange_rate_pair.rb

…

exchange_rate.rb

…

family_document.rb

…

family_export.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

family_merchant_association.rb

…

family_merchant.rb

fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)

2026-07-26 01:38:31 +02:00

family.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

goal_account.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.rb

feat(goals): investment-backed goals (Phase 2) (#2491)

2026-06-30 07:26:23 +02:00

goal.rb

feat(plan): unify Budgets and Goals under a single Plan tab (#2687)

2026-08-01 08:51:08 +02:00

holding.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_account.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_item.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

impersonation_session_log.rb

…

impersonation_session.rb

…

import_session.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

import_source_mapping.rb

feat(imports): add SureImport session batches (#1785)

2026-06-04 11:48:44 +02:00

import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

income_statement.rb

Feature/dashboard Add "Money In / Out" dashboard widget with monthly bar chart (#2594)

2026-07-25 04:59:29 +02:00

indexa_capital_account.rb

…

indexa_capital_item.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

insight.rb

fix(insights): correct the budget card's figure, badge noise and toast a11y (#2799)

2026-08-01 08:39:04 +02:00

investment_flow_statement.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

investment_statement.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

investment.rb

fix(i18n): use existing localized labels in web UI (#2501)

2026-07-17 07:39:11 +02:00

invitation.rb

Share family accounts with invited members on every sign-up path (#2650)

2026-07-14 01:39:26 +02:00

invite_code.rb

…

kraken_account.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

kraken_item.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

llm_usage.rb

Update LLM token cost estimates and cost-info locales (#2690)

2026-07-15 19:47:42 +02:00

loan.rb

Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)

2026-06-11 20:26:40 +02:00

lunchflow_account.rb

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +02:00

lunchflow_item.rb

Constrain Lunchflow base URL to trusted endpoint (#1768)

2026-05-12 12:18:17 +02:00

market_data_importer.rb

…

measurement.rb

…

merchant_import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

merchant.rb

…

mercury_account.rb

…

mercury_item.rb

…

message.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

mint_import.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

mobile_device.rb

…

notification_delivery.rb

Add send_email_notification rule action (#2527)

2026-07-17 23:00:18 +02:00

oidc_identity.rb

fix(sso): request OIDC group claims (#2503)

2026-07-04 08:24:31 +02:00

other_asset.rb

…

other_liability.rb

…

pdf_import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

period.rb

feat(dashboard): unify per-widget period selectors into one picker (#2162)

2026-06-04 23:11:43 +02:00

plaid_account.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

plaid_item.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

property.rb

feat(investments): add India investment subtypes and exchange support (#1659)

2026-05-05 01:04:29 +02:00

provider_connection_status.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

provider_merchant.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

provider_request_count.rb

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

provider.rb

…

qif_import.rb

feat(api): expose import row diagnostics (#1644)

2026-05-05 01:12:48 +02:00

questrade_account.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

questrade_item.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

recurring_transaction.rb

fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers (#2110)

2026-06-03 00:04:32 +02:00

redbark_account.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

redbark_item.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

rejected_transfer.rb

…

rule_import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

rule_run.rb

fix(rules): count blocked rule transactions (#1782)

2026-05-14 21:56:49 +02:00

rule.rb

Add send_email_notification rule action (#2527)

2026-07-17 23:00:18 +02:00

security.rb

feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)

2026-06-19 17:07:09 +02:00

series.rb

…

session.rb

…

setting.rb

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

simplefin_account.rb

Fix SimpleFIN epoch-string balance dates (#2397)

2026-06-25 05:38:06 +02:00

simplefin_item.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

snaptrade_account.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

snaptrade_item.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

sophtron_account.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

sophtron_item.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sso_audit_log.rb

…

sso_provider_tester.rb

…

sso_provider.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

subscription.rb

…

sure_import.rb

feat(imports): add SureImport session batches (#1785)

2026-06-04 11:48:44 +02:00

sync.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

tag.rb

feat(mcp): add pagination to get_tags and get_categories tools (#2492)

2026-08-12 23:55:05 +02:00

tagging.rb

…

tool_call.rb

…

trade_import.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

trade.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

trading212_account.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_item.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

transaction_import.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

transaction.rb

feat(transactions): surface recently-used categories in the category picker (#2829)

2026-08-04 23:03:12 +02:00

transfer.rb

Add tags support for transfer transactions (#2921)

2026-08-05 19:47:34 +02:00

trend.rb

fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)

2026-07-04 03:13:39 +02:00

up_account.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

up_item.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

user_message.rb

…

user.rb

feat(insights): gate the insights feed behind preview features (#2788)

2026-07-26 07:18:23 +02:00

valuation.rb

…

vector_store.rb

…

vehicle.rb

…

webauthn_credential.rb

…

wise_account.rb

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

wise_item.rb

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

ynab_import.rb

feat(imports): add YNAB CSV import (#2361)

2026-06-16 08:32:17 +02:00