QT/sure
1
0
Fork 0
mirror of https://github.com/we-promise/sure.git synced 2026-04-19 03:54:08 +00:00
Code Issues Packages Projects Releases Wiki Activity
Files
6ebe8da928734b150d857f04addd41611a20327b
sure/test/models
History
soky srm 6ebe8da928 Add investment tracking to expenses (#381) 
* Add investment tracking to expenses

Add new sections to dashboard and reporting around investments.

* Create investment-integration-assessment.md

* Delete .claude/settings.local.json

Signed-off-by: soky srm <sokysrm@gmail.com>

* Category trades

* Simplify

* Simplification and test fixes

* FIX merge

* Update views

* Update 20251125141213_add_category_to_trades.rb

* FIX tests

* FIX statements and account status

* cleanup

* Add default cat for csv imports

* Delete docs/roadmap/investment-integration-assessment.md

Signed-off-by: soky srm <sokysrm@gmail.com>

* Update trend calculation

Use already existing column cost basis for trend calculation
   - Current value: qty * price (already stored as amount)
  - Cost basis total: qty * cost_basis
  - Unrealized gain: current value - cost basis total
Fixes N+1 query also

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
2026-01-09 13:03:40 +01:00
..
account
Add tests and logic for adopting unowned holdings during provider imports
2025-11-22 15:41:09 -05:00
balance
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
coinstats_account
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_entry
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
concerns
FIX providers invalid currency handling (#589)
2026-01-09 11:54:38 +01:00
eval
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
exchange_rate
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
family
Fix disabled rules executing during automatic sync (#552)
2026-01-07 20:18:17 +01:00
holding
Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)
2025-06-26 16:57:17 -04:00
plaid_account
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_entry
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item
Increase specificity of filter when fetching Plaid liabilities
2025-05-24 19:16:55 -04:00
provider
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
recurring_transaction
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
rule
Add transaction details and notes filters to rules engine (#439)
2025-12-11 00:55:55 +01:00
security
Investment prices fixes (#559)
2026-01-07 16:16:01 +01:00
simplefin
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
simplefin_account/transactions
Fix missing SimpleFIN investment account transactions (#562)
2026-01-07 16:15:28 +01:00
simplefin_entry
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item
Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)
2026-01-08 11:44:38 +01:00
transaction
Include subcategories in transaction search filters (#401)
2025-12-01 23:38:48 +01:00
transfer
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_import_test.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_provider_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account_simplefin_creation_test.rb
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
account_test.rb
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
address_test.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key_test.rb
Fix linting issues and update API key test for source validation
2025-06-18 08:28:32 -05:00
assistant_message_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
assistant_test.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
balance_sheet_test.rb
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
budget_test.rb
Fix budget navigation to allow selecting previous months
2025-07-23 18:26:04 -04:00
category_import_test.rb
Handle missing category import headers and accept name* (#487)
2025-12-22 20:41:37 +01:00
category_test.rb
Ensure Consistent Category Colors (#1722)
2025-01-30 16:49:31 -05:00
chat_test.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
coinstats_account_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
current_test.rb
…
developer_message_test.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
exchange_rate_test.rb
Market data sync refinements (#2252)
2025-05-16 14:17:56 -04:00
family_export_test.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_test.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
holding_test.rb
Fixed average cost calculation
2025-11-23 20:43:55 +05:30
impersonation_session_test.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
income_statement_test.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
invite_code_test.rb
…
loan_test.rb
…
market_data_importer_test.rb
Fetch reciprocal exchange rates when syncing market data (#358)
2025-11-20 19:50:22 +01:00
mobile_device_test.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
oidc_identity_test.rb
Eliminate code duplication in OIDC identity creation (#230)
2025-10-25 22:23:28 +02:00
period_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
plaid_item_test.rb
Lunch flow improvements (#268)
2025-10-31 13:29:44 +01:00
provider_test.rb
Use faraday retry, move retry logic to concrete provider level (#2042)
2025-04-01 08:41:49 -04:00
recurring_transaction_test.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule_import_test.rb
Add rules import/export support (#424)
2025-12-07 13:20:54 +01:00
rule_test.rb
Implement Run all rules (#582)
2026-01-08 15:20:14 +01:00
security_test.rb
Handle case sensitive values when creating securities
2025-05-08 14:31:43 -04:00
setting_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
simplefin_account_processor_test.rb
Simplefin liabilities recording fix (#410)
2025-12-03 18:40:37 +01:00
simplefin_account_test.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
simplefin_item_dedupe_test.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
simplefin_item_test.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
subscription_test.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
sync_test.rb
Handle duplicate sync jobs
2025-05-24 17:58:17 -04:00
tag_test.rb
…
trade_import_test.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
trade_test.rb
Increasing trades.price decimal scale (#89)
2025-10-21 18:22:24 +02:00
transaction_import_test.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
transaction_test.rb
Pending detection, FX metadata, Pending UI badge. (#374)
2025-12-19 23:24:48 +01:00
transfer_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
trend_test.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message_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
user_test.rb
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