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6d7ae0aa8a8bfbd3450df4c87dfb5dc30ff2b963
sure/test/fixtures
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soky srm f1991eaefe Recurring scoping implementation (#1300) 
* Recurring scoping implementation

* FIX tests and reviews
2026-03-26 19:01:35 +01:00
..
active_storage
Add institution management and account editing controls (#868)
2024-06-13 14:37:27 -04:00
files
feat(transaction): add support for file attachments using Active Storage (#713)
2026-03-14 23:56:27 +01:00
import
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
2024-10-01 10:47:59 -04:00
rule
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
security
Investment prices fixes (#559)
2026-01-07 16:16:01 +01:00
account_shares.yml
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
accounts.yml
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
addresses.yml
Add Property Details View (#1116)
2024-08-23 08:47:08 -04:00
api_keys.yml
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
balances.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
budgets.yml
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
categories.yml
Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
2026-03-23 14:27:41 +01:00
chats.yml
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
credit_cards.yml
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
cryptos.yml
Account namespace updates: part 1 (#893)
2024-06-20 07:26:25 -04:00
depositories.yml
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
entries.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
exchange_rates.yml
Handle missing exchange rate provider, allow fallback for missing rates (#955)
2024-07-08 09:04:59 -04:00
families.yml
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
family_documents.yml
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_exports.yml
Data exports (#2517)
2025-07-24 10:50:05 -04:00
holdings.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
impersonation_session_logs.yml
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_sessions.yml
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
imports.yml
Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
2026-03-23 14:27:41 +01:00
indexa_capital_accounts.yml
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_items.yml
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
investments.yml
Plaid portfolio sync algorithm and calculation improvements (#1526)
2024-12-10 17:41:20 -05:00
invitations.yml
Add/remove members and invitations (#1744)
2025-01-30 13:13:37 -06:00
loans.yml
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
lunchflow_accounts.yml
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
lunchflow_items.yml
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
merchants.yml
Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
2026-03-23 14:27:41 +01:00
mercury_accounts.yml
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_items.yml
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
messages.yml
Remove unused DeveloperMessage model (#1207)
2026-03-16 20:22:11 +01:00
mobile_devices.yml
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
oidc_identities.yml
Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)
2026-01-07 20:17:23 +01:00
other_assets.yml
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
other_liabilities.yml
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
plaid_accounts.yml
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_items.yml
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
properties.yml
Fix property subtype not persisting on edit (#930)
2026-02-11 08:51:31 +01:00
recurring_transactions.yml
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
rules.yml
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
securities.yml
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
sessions.yml
Use DB for auth sessions (#1233)
2024-10-03 14:42:22 -04:00
simplefin_accounts.yml
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
simplefin_items.yml
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
snaptrade_accounts.yml
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
snaptrade_items.yml
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
subscriptions.yml
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
syncs.yml
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
taggings.yml
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tags.yml
Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
2026-03-23 14:27:41 +01:00
tool_calls.yml
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trades.yml
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transactions.yml
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
transfers.yml
Transfer and Payment auto-matching, model and UI improvements (#1585)
2025-01-07 09:41:24 -05:00
users.yml
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
valuations.yml
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vehicles.yml
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00