Roger Saner b3c88e09f3 Feature: remember value of chart period selector (#1528) ...

* feat: remember chart period by last selection not user preferences

* feat: schema update

* fix: revert unnecessary parts of schema.rb update

* fix: check period key is valid before setting it

* revert: no database changes and keep the UI setting

* refactor: don't store the default period in the session, just use the user

* fix: migration

The migration uses the User model directly, which loads all current enums
including ui_layout which doesn't exist yet at that point in migration history.
Fix it with raw SQL.

* revert: not relevant to this PR

2026-04-21 19:02:41 +02:00

..

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

Providers sharing (#1273)

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

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

…

coinbase_account

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinbase_item

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

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

Add DeFi via Coinstats (#1417)

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

concerns

QIF imports: Add date format auto-detection and manual override (#1368)

2026-04-05 09:27:24 +02:00

demo

Make categories global (#1160)

2026-03-11 15:54:01 +01:00

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

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

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

Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)

2026-03-14 20:22:39 +01:00

income_statement

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

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

indexa_capital_account

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

indexa_capital_item

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

investment_statement

Add investment tracking to expenses (#381)

2026-01-09 13:03:40 +01:00

lunchflow_account

Remove InvestmentActivityDetector and related functionality

2026-01-12 15:35:14 -05:00

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

feat: process pending transactions from lunchflow (#731)

2026-01-23 00:53:24 +01:00

merchant

Merchants improvements (#594)

2026-01-09 19:38:04 +01:00

mercury_account

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mercury_entry

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mercury_item

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

plaid_account

Providers sharing (#1273)

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

plaid_entry

Add pending transaction handling and duplicate reconciliation logic (#602)

2026-01-10 20:11:00 +01:00

plaid_item

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

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

provider

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

provider_merchant

Provider merchants enhancement (#1254)

2026-03-23 12:34:43 +01:00

recurring_transaction

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

rule

Providers sharing (#1273)

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

security

Add binance security provider for crypto (#1424)

2026-04-10 15:43:22 +02:00

simplefin

Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)

2026-01-05 22:11:47 +01:00

simplefin_account

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

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

simplefin_entry

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

simplefin_item

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

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

snaptrade_account

Fix locale mismatch and add option activity type mappings (#743)

2026-01-23 00:28:17 +01:00

snaptrade_item

Add SnapTrade connection management UI for freeing up connection slots (#747)

2026-01-23 08:55:34 +01:00

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

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

tool_call

…

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

…

vector_store

feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)

2026-03-20 17:01:31 +01:00

account_import.rb

feat: Support optional balance date column in account CSV imports (#736)

2026-01-22 15:25:43 +01:00

account_order.rb

…

account_provider.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

account_share.rb

Family sharing (#1272)

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

account.rb

refactor(accounts): Improve destroy_later atomicity and add controller error handling (#1395)

2026-04-07 15:53:25 +02:00

address.rb

…

api_key.rb

Protect demo API key from deletion (#919)

2026-02-06 21:25:52 +01:00

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

…

assistant.rb

Add external AI assistant with Pipelock security proxy (#1069)

2026-03-03 15:47:51 +01:00

auth_config.rb

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

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

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

budget_category.rb

Budget page refactor: split into(All - Over Budget - On Track) (#1195)

2026-04-13 20:03:55 +02:00

budget.rb

Merge pull request #925 from grrtt49/feature/future-budget

2026-04-08 08:35:47 +02:00

category_import.rb

Make categories global (#1160)

2026-03-11 15:54:01 +01:00

category.rb

fix: add hex color validation to Category model and form (to solve #1247) (#1341)

2026-04-01 20:27:29 +02:00

chat.rb

Rebase PR #784 and fix OpenAI model/chat regressions (#1384)

2026-04-15 18:45:24 +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

…

crypto.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

current.rb

Family sharing (#1272)

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

data_enrichment.rb

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

depository.rb

…

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

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

entry.rb

Quick Categorize Wizard — follow-up fixes (#1393)

2026-04-07 13:17:37 +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

Merchants improvements (#594)

2026-01-09 19:38:04 +01:00

family_merchant.rb

Implement a setting to retrieve high res logos (#725)

2026-01-21 17:16:51 +01:00

family.rb

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

holding.rb

fix: allow refreshes from the same source for cost basis updates (#917)

2026-02-06 18:30:50 +01:00

impersonation_session_log.rb

…

impersonation_session.rb

…

import.rb

QIF imports: Add date format auto-detection and manual override (#1368)

2026-04-05 09:27:24 +02:00

income_statement.rb

Providers sharing (#1273)

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

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

Include newer providers in automatic family sync (#934)

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

investment_flow_statement.rb

Family sharing (#1272)

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

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

Family sharing (#1272)

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

invite_code.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

llm_usage.rb

Track failed LLM API calls in llm_usages table (#360)

2025-11-22 02:15:20 +01:00

loan.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +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

Include newer providers in automatic family sync (#934)

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

market_data_importer.rb

Expand financial providers (#1407)

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

measurement.rb

…

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

Include newer providers in automatic family sync (#934)

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

message.rb

…

mint_import.rb

Feat: /import endpoint & drag-n-drop imports (#501)

2026-01-10 16:39:18 +01:00

mobile_device.rb

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

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

oidc_identity.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

other_asset.rb

…

other_liability.rb

…

pdf_import.rb

PDF ai import (#1006)

2026-02-16 21:11:41 +01:00

period.rb

Feature: remember value of chart period selector (#1528)

2026-04-21 19:02:41 +02:00

plaid_account.rb

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

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

plaid_item.rb

Include newer providers in automatic family sync (#934)

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

property.rb

…

provider_merchant.rb

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

provider.rb

…

qif_import.rb

QIF imports: Add date format auto-detection and manual override (#1368)

2026-04-05 09:27:24 +02:00

recurring_transaction.rb

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

rejected_transfer.rb

…

rule_import.rb

fix: preserve wrapped rule import json values (#1358)

2026-04-03 12:38:37 +02:00

rule_run.rb

Add Recent Runs visibility for rule executions (#376)

2025-12-07 16:30:02 +01:00

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

- Handle blank series in trend method to avoid nil errors (#357)

2025-11-20 08:31:03 +01:00

session.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

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

Include newer providers in automatic family sync (#934)

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

snaptrade_account.rb

FIX schema drift and snaptrade and mercury issues (#1232)

2026-03-20 14:52:09 +01:00

snaptrade_item.rb

Include newer providers in automatic family sync (#934)

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

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

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

sso_provider_tester.rb

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

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

sso_provider.rb

Normalize legacy SSO icon values before validation (#955)

2026-02-10 23:14:58 +01:00

subscription.rb

fix: Show cancellation message when subscription is pending cancellation (#752)

2026-01-23 18:55:51 +01:00

sure_import.rb

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

sync.rb

Improvements (#379)

2025-11-25 20:21:29 +01:00

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

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

trade.rb

Record dividends and interest as Trades in investment accounts (#1311)

2026-03-29 10:08:54 +02:00

transaction_import.rb

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

transaction.rb

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

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

transfer.rb

Add investment activity detection, labels, and exclusions

2026-01-12 15:35:14 -05:00

trend.rb

…

user_message.rb

…

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

…

vector_store.rb

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

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

vehicle.rb

…