ghost 6ae9779567 perf(reports): avoid residual category lazy loads (#2255) ...

* perf(reports): avoid residual category lazy loads

* test(reports): reuse SQL query capture helper

Move the reports SQL capture regression helper into test/support and document the category loading and budget reload choices called out in review.

2026-06-18 20:19:36 +02:00

..

account

perf(sync): scope transfer matching after account sync (#2230)

2026-06-11 14:39:36 +02:00

account_statement

feat(statements): add account statement vault (#1753)

2026-05-13 21:05:11 +02:00

akahu_account

feat(provider): Akahu integration (#1921)

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

akahu_entry

feat(provider): Akahu integration (#1921)

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

akahu_item

feat(provider): Akahu integration (#1921)

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

assistant

Add transaction name to get_transactions MCP tool output (#2026)

2026-06-16 16:52:39 +02:00

balance

fix(balance-sheet): preserve disabled-account net worth history (#1730)

2026-06-04 22:11:51 +02:00

balance_sheet

fix(balance-sheet): preserve disabled-account net worth history (#1730)

2026-06-04 22:11:51 +02:00

binance_account

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

2026-05-27 23:58:00 +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

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

2026-05-13 18:13:48 +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

…

coinbase_item

…

coinstats_account

Add DeFi via Coinstats (#1417)

2026-04-11 21:37:07 +02:00

coinstats_entry

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

coinstats_item

fix: preserve CoinStats balances when wallet sync data is missing (#2132)

2026-06-15 20:32:59 +02:00

concerns

fix(rules): make explicit re-apply override locked attributes (#2273)

2026-06-15 22:12:24 +02:00

demo

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

enable_banking_account

fix(enable-banking): fix pending→posted auto-claim producing badge, duplicate, and wrong date (#1783)

2026-05-13 14:03:37 +02:00

enable_banking_entry

fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)

2026-05-12 00:17:49 +02:00

enable_banking_item

fix(enable-banking): tolerate any 422 on PDNG fetch (#1805) (#1889)

2026-06-11 16:48:40 +02:00

eval

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

exchange_rate

Add improvements from security providers to FX providers also (#1445)

2026-04-13 00:51:23 +02:00

family

fix(sync): discover nightly provider items reflectively (#2334)

2026-06-15 20:09:39 +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(holdings): carry provider cost_basis forward to calculated rows past snapshot date (#1818)

2026-05-27 23:33:08 +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

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

indexa_capital_account

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

indexa_capital_item

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

investment_statement

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

2026-06-18 20:18:18 +02:00

kraken_account

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

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

kraken_item

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

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

lunchflow_account

…

lunchflow_entry

fix: add logic to skip future pending transactions and add cleanup ta… (#1011)

2026-02-19 18:58:01 +01:00

lunchflow_item

…

merchant

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

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

mercury_account

…

mercury_entry

…

mercury_item

…

plaid_account

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

plaid_entry

…

plaid_item

Fix Plaid link script loading and first-sync account linking (#1165)

2026-03-13 08:11:51 +01:00

provider

feat(prices): add Moscow Exchange (MOEX ISS) securities + FX provider (#2394)

2026-06-18 10:36:20 +02:00

provider_merchant

feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)

2026-06-09 23:02:26 +02:00

recurring_transaction

perf(recurring): batch recurring transaction identification (#2239)

2026-06-18 12:28:32 +02:00

rule

fix(rules): make explicit re-apply override locked attributes (#2273)

2026-06-15 22:12:24 +02:00

security

Add super_admin debug event log (#1816)

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

simplefin

…

simplefin_account

fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed (#1772)

2026-05-13 18:17:10 +02:00

simplefin_entry

…

simplefin_item

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)

2026-04-18 09:50:34 +02:00

snaptrade_account

fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)

2026-05-30 23:29:37 +02:00

snaptrade_item

Scope SnapTrade orphan cleanup to current family (#1769)

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

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

[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

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

transaction

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

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

transfer

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

valuation

…

vector_store

feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)

2026-06-08 21:35:12 +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

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

account_statement.rb

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

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

account.rb

fix(accounts): persist subtype when creating an account (#2356)

2026-06-16 10:57:35 +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

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

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

application_record.rb

…

archived_export.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

assistant_message.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

assistant.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

auth_config.rb

fix: use ProviderLoader for AuthConfig.sso_providers when DB providers enabled\n\nAuthConfig.sso_providers only read from YAML config, so self-hosted\nsetups with DB-configured SSO providers (e.g. Authentik via admin UI)\nhad no SSO button on the login page.\n\nWire it to ProviderLoader.load_providers when FeatureFlags.db_sso_providers?\nis true, falling back to YAML config otherwise. (#1614)

2026-05-01 13:31:32 +02:00

balance_sheet.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

balance.rb

…

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

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(assistant): add get_budget function for budget tracking (#1966)

2026-05-30 00:51:16 +02:00

budget.rb

perf(reports): avoid residual category lazy loads (#2255)

2026-06-18 20:19:36 +02:00

category_import.rb

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

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

category.rb

fix(categories): avoid index N+1 queries (#2089)

2026-06-01 21:59:46 +02:00

chat.rb

feat(ai): add Anthropic provider with chat parity (1/5) (#1983)

2026-05-31 16:11:28 +02:00

coinbase_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

coinbase_item.rb

Refactor: Use Encryptable concern in CoinbaseItem (#1339)

2026-04-07 16:28:01 +02:00

coinstats_account.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

coinstats_item.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

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

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

data_enrichment.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +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

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): 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

fix: Transaction Pagination Skipping Entries (#2179)

2026-06-16 10:51:51 +02:00

entryable.rb

Fix NoMethodError on nil entryable in account activity feed (#1316)

2026-03-29 17:30:12 +02:00

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

…

family_document.rb

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

family_export.rb

…

family_merchant_association.rb

…

family_merchant.rb

…

family.rb

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

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

goal_account.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

goal_pledge.rb

test(goals): pledge-delta integration coverage (follow-up to #2178) (#2206)

2026-06-08 21:45:35 +02:00

goal.rb

fix: Savings Goal Marked Reached While Still Short (#2180)

2026-06-06 17:25:27 +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

Add Interactive Brokers Provider (#1722)

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

impersonation_session_log.rb

…

impersonation_session.rb

…

import_session.rb

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

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

import_source_mapping.rb

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

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

import.rb

fix(imports): normalize CSV upload encoding when validations are skipped (#2299)

2026-06-16 17:13:03 +02:00

income_statement.rb

perf(reports): avoid residual category lazy loads (#2255)

2026-06-18 20:19:36 +02:00

indexa_capital_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

indexa_capital_item.rb

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

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

investment_flow_statement.rb

perf(reports): collapse investment flow aggregates (#2190)

2026-06-06 17:11:33 +02:00

investment_statement.rb

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

2026-06-18 20:18:18 +02:00

investment.rb

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

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

invitation.rb

fix(family-sharing): prevent silent data loss when rehoming or removing users (#1896)

2026-05-27 23:25:46 +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

feat(ai): Anthropic batch ops + LLM cost ledger (2/5) (#1984)

2026-06-01 22:00:48 +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

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

lunchflow_item.rb

Constrain Lunchflow base URL to trusted endpoint (#1768)

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

market_data_importer.rb

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

measurement.rb

…

merchant_import.rb

feat(merchants): add raw data import (csv) for merchants (#1992)

2026-06-06 16:33:32 +02:00

merchant.rb

…

mercury_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

mercury_item.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

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

Fix mobile login "Record not found" for unseeded instances (#916)

2026-02-06 18:04:29 +01:00

oidc_identity.rb

fix(sso): preserve user-edited name across OIDC logins (#1777)

2026-05-12 21:55:22 +02:00

other_asset.rb

…

other_liability.rb

…

pdf_import.rb

feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)

2026-06-09 23:02:26 +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

fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)

2026-05-28 14:55:21 +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(provider): Akahu integration (#1921)

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

provider_merchant.rb

feat(provider): Akahu integration (#1921)

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

provider.rb

…

qif_import.rb

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

2026-05-05 01:12:48 +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

rejected_transfer.rb

…

rule_import.rb

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

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

rule_run.rb

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

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

rule.rb

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

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

security.rb

fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)

2026-05-30 23:29:37 +02:00

series.rb

…

session.rb

…

setting.rb

feat(ai): add Anthropic provider with chat parity (1/5) (#1983)

2026-05-31 16:11:28 +02:00

simplefin_account.rb

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

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

simplefin_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

snaptrade_account.rb

fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)

2026-05-30 23:29:37 +02:00

snaptrade_item.rb

fix: send first-time SnapTrade users to connect flow (#1613)

2026-05-03 10:28:31 +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

fix(auth): surface exact OIDC issuer mismatches (#1666)

2026-05-05 00:47:45 +02:00

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

fix(jobs): delegate recurring-transaction sync gate to Sync.for_family (#1975)

2026-05-28 00:01:34 +02:00

tag.rb

feat: Add tag badge in filter window (#1038)

2026-02-23 17:43:00 -05:00

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

transaction_import.rb

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

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

transaction.rb

feat(provider): Akahu integration (#1921)

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

transfer.rb

chore(deps): upgrade Rails 7.2 → 8.1 (#2301)

2026-06-14 21:48:14 +02:00

trend.rb

…

user_message.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

user.rb

feat(dashboard): masonry packing + per-widget size controls (#2328)

2026-06-15 20:34:34 +02:00

valuation.rb

…

vector_store.rb

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

vehicle.rb

…

webauthn_credential.rb

feat(auth): add WebAuthn MFA credentials (#1628)

2026-05-03 22:13:28 +02:00

ynab_import.rb

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

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