Matthew Kilpatrick 68864b1fdb Add instituion details & notes to Account model (#481) ...

- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields

2025-12-24 00:59:50 +01:00

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api/v1

Add categories endpoint in API (#460)

2025-12-17 15:00:01 +01:00

category

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concerns

Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests.

2025-06-01 06:37:46 -05:00

import

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settings

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

tag

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transactions

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accountable_sparklines_controller_test.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

accounts_controller_test.rb

Keep disabled accounts visible for toggling (#361)

2025-11-21 20:02:25 +01:00

categories_controller_test.rb

Category improvements (#232)

2025-10-24 19:39:42 +02:00

chats_controller_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

credit_cards_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

cryptos_controller_test.rb

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currencies_controller_test.rb

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current_sessions_controller_test.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

depositories_controller_test.rb

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email_confirmations_controller_test.rb

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family_exports_controller_test.rb

Reorganize Settings sections + add LLM model/prompt configs (#116)

2025-08-22 20:43:24 +02:00

family_merchants_controller_test.rb

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holdings_controller_test.rb

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impersonation_sessions_controller_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

imports_controller_test.rb

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investments_controller_test.rb

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invitations_controller_test.rb

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invite_codes_controller_test.rb

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loans_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

messages_controller_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

mfa_controller_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

oidc_accounts_controller_test.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

onboardings_controller_test.rb

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

other_assets_controller_test.rb

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other_liabilities_controller_test.rb

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pages_controller_test.rb

First quick Sure rebrand (#74)

2025-08-05 23:35:01 +02:00

password_resets_controller_test.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

plaid_items_controller_test.rb

Add support to unlink lunch flow accounts (#318)

2025-11-14 10:42:31 +01:00

properties_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

registrations_controller_test.rb

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reports_controller_test.rb

Fix test (#399)

2025-12-01 13:08:48 +01:00

rules_controller_test.rb

Pre-fill rule suggestion with transaction name and category (#497)

2025-12-24 00:55:23 +01:00

sessions_controller_test.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

simplefin_items_controller_test.rb

Fix Broken Account Re-linking Feature (#469)

2025-12-20 21:18:55 +01:00

subscriptions_controller_test.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

tags_controller_test.rb

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trades_controller_test.rb

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

transactions_controller_test.rb

Add support for manual recurring transaction creation (#311)

2025-11-14 00:31:12 +01:00

transfer_matches_controller_test.rb

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transfers_controller_test.rb

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users_controller_test.rb

Add "Reset account" followed by sample data preload (#163)

2025-09-25 11:43:23 +02:00

valuations_controller_test.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -04:00

vehicles_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

webhooks_controller_test.rb

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