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695ef3b08032770db64101c296c074fe002a936b
sure/app/models
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copilot-swe-agent[bot] 695ef3b080 Hide nested budget categories in spent donut 
Agent-Logs-Url: https://github.com/we-promise/sure/sessions/aea0de69-f123-4417-ba31-d08300fb852d

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2026-04-22 14:26:14 +00:00
..
account
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
assistant
Rebase PR #784 and fix OpenAI model/chat regressions (#1384)
2026-04-15 18:45:24 +02:00
balance
FIX networth chart dashboard (#1449)
2026-04-12 18:09:03 +02:00
balance_sheet
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binance_account
Fix Binance USD converter custom rate keyword (#1414)
2026-04-08 22:23:15 +02:00
binance_item
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
chat
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coinbase_account
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coinbase_item
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coinstats_account
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_entry
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coinstats_item
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
concerns
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demo
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enable_banking_account
fix(Enable Banking): Restore legacy fallback for credit card balance calculation (#1477)
2026-04-15 23:25:41 +02:00
enable_banking_entry
EnableBanking: use remittance for CARD-* names and merchants (#1478)
2026-04-16 17:44:42 +02:00
enable_banking_item
feat: Import pending transactions from Enable Banking only if option is enabled (#1476)
2026-04-15 20:49:48 +02:00
eval
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exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
holding
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
import
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income_statement
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
indexa_capital_account
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indexa_capital_item
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investment_statement
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lunchflow_account
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lunchflow_entry
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lunchflow_item
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merchant
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mercury_account
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mercury_entry
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mercury_item
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plaid_account
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plaid_entry
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plaid_item
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provider
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
provider_merchant
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recurring_transaction
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rule
…
security
Add binance security provider for crypto (#1424)
2026-04-10 15:43:22 +02:00
simplefin
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simplefin_account
SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
2026-04-18 09:50:34 +02:00
simplefin_entry
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simplefin_item
SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
2026-04-18 09:50:34 +02:00
snaptrade_account
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snaptrade_item
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sophtron_account
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_entry
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_item
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
tool_call
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trade
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
transaction
Fix transaction search account scope bypass (#1460)
2026-04-13 21:23:59 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
valuation
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vector_store
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account_import.rb
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account_order.rb
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account_provider.rb
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account_share.rb
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account.rb
refactor(accounts): Improve destroy_later atomicity and add controller error handling (#1395)
2026-04-07 15:53:25 +02:00
address.rb
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api_key.rb
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application_record.rb
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archived_export.rb
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assistant_message.rb
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assistant.rb
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auth_config.rb
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balance_sheet.rb
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balance.rb
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binance_account.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
binance_item.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
budget_category.rb
Budget page refactor: split into(All - Over Budget - On Track) (#1195)
2026-04-13 20:03:55 +02:00
budget.rb
Hide nested budget categories in spent donut
2026-04-22 14:26:14 +00:00
category_import.rb
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category.rb
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chat.rb
Rebase PR #784 and fix OpenAI model/chat regressions (#1384)
2026-04-15 18:45:24 +02:00
coinbase_account.rb
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coinbase_item.rb
Refactor: Use Encryptable concern in CoinbaseItem (#1339)
2026-04-07 16:28:01 +02:00
coinstats_account.rb
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coinstats_item.rb
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credit_card.rb
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crypto.rb
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current.rb
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data_enrichment.rb
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
depository.rb
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enable_banking_account.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
entry_search.rb
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entry.rb
Quick Categorize Wizard — follow-up fixes (#1393)
2026-04-07 13:17:37 +02:00
entryable.rb
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exchange_rate_pair.rb
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
exchange_rate.rb
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family_document.rb
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family_export.rb
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family_merchant_association.rb
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family_merchant.rb
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family.rb
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
holding.rb
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impersonation_session_log.rb
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impersonation_session.rb
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import.rb
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income_statement.rb
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indexa_capital_account.rb
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indexa_capital_item.rb
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investment_flow_statement.rb
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investment_statement.rb
Investments currency fix (#1436)
2026-04-11 15:09:59 +02:00
investment.rb
fix: preserve Generic investment subtypes in account creation form (#1465)
2026-04-15 20:10:22 +02:00
invitation.rb
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invite_code.rb
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llm_usage.rb
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loan.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lunchflow_account.rb
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lunchflow_item.rb
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market_data_importer.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
measurement.rb
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merchant.rb
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mercury_account.rb
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mercury_item.rb
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message.rb
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mint_import.rb
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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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pdf_import.rb
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period.rb
Feature: remember value of chart period selector (#1528)
2026-04-21 19:02:41 +02:00
plaid_account.rb
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plaid_item.rb
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property.rb
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provider_merchant.rb
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
provider.rb
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qif_import.rb
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recurring_transaction.rb
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rejected_transfer.rb
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rule_import.rb
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rule_run.rb
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rule.rb
Add Quick Categorize Wizard (#1386)
2026-04-07 11:24:50 +02:00
security.rb
Move back to brandfetch (#1427)
2026-04-10 17:42:16 +02:00
series.rb
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session.rb
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setting.rb
Rebase PR #784 and fix OpenAI model/chat regressions (#1384)
2026-04-15 18:45:24 +02:00
simplefin_account.rb
SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
2026-04-18 09:50:34 +02:00
simplefin_item.rb
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snaptrade_account.rb
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snaptrade_item.rb
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sophtron_account.rb
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_item.rb
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sso_audit_log.rb
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sso_provider_tester.rb
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sso_provider.rb
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subscription.rb
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sure_import.rb
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sync.rb
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tag.rb
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tagging.rb
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tool_call.rb
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trade_import.rb
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trade.rb
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transaction_import.rb
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transaction.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
transfer.rb
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trend.rb
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user_message.rb
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user.rb
Feature: AI sidebar hidden by default for members and guests if AI is disabled (#1510)
2026-04-19 08:25:49 +02:00
valuation.rb
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vector_store.rb
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vehicle.rb
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