Juan José Mata 70f483c603 Add tests for uncategorized transaction filter across locales (#862) ...

* test: Add tests for uncategorized filter across all locales

Adds two tests to catch the bug where filtering for "Uncategorized"
transactions fails when the user's locale is not English:

1. Tests that filtering with the locale-specific uncategorized name
   works correctly in all SUPPORTED_LOCALES
2. Tests that filtering with the English "Uncategorized" parameter
   works regardless of the current locale (catches the French bug)

https://claude.ai/code/session_01JcKj4776k5Es8Cscbm4kUo

* fix: Fix uncategorized filter for French, Catalan, and Dutch locales

The uncategorized filter was failing when the URL parameter contained
"Uncategorized" (English) but the user's locale was different. This
affected 3 locales with non-English translations:
- French: "Non catégorisé"
- Catalan: "Sense categoria"
- Dutch: "Ongecategoriseerd"

The fix adds Category.all_uncategorized_names which returns all possible
uncategorized name translations across supported locales, and updates
the search filter to check against all variants instead of just the
current locale's translation.

https://claude.ai/code/session_01JcKj4776k5Es8Cscbm4kUo

---------

Co-authored-by: Claude <noreply@anthropic.com>

2026-02-01 18:59:12 +01:00

..

account

Add security remapping for holdings with sync protection (#692)

2026-01-23 12:54:55 +01:00

assistant

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

balance

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

balance_sheet

Localization for an accountable group and sidebar (#257)

2025-11-01 10:15:33 +01:00

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 (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

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

concerns

Merge branch 'main' into feature/llm-cache-reset

2026-01-27 08:50:01 +01:00

demo

Add deterministic API key for uptime monitoring (#834)

2026-01-30 12:29:46 +01:00

enable_banking_account

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

enable_banking_entry

Initial enable banking implementation (#382)

2025-11-29 13:31:08 +01:00

enable_banking_item

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

eval

Small llms improvements (#400)

2025-12-07 18:11:34 +01:00

exchange_rate

Rate exchange fix (#377)

2025-11-24 17:54:18 +01:00

family

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

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

holding

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

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

import

Enhanced Import Amount Type Selection (#506)

2026-01-23 22:12:02 +01:00

income_statement

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +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

feat: process pending transactions from lunchflow (#731)

2026-01-23 00:53:24 +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

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

plaid_entry

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

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

plaid_item

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

provider

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

recurring_transaction

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rule

FR: Add transaction type as rule condition option (#790)

2026-01-26 16:53:05 +01:00

security

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

simplefin

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

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

simplefin_account

Move money market tickers and patterns to configuration (#712)

2026-01-20 07:44:12 +01:00

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

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

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

tool_call

Implement support for generic OpenAI api (#213)

2025-10-22 16:02:50 +02:00

trade

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

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

transaction

Add tests for uncategorized transaction filter across locales (#862)

2026-02-01 18:59:12 +01:00

transfer

Centralize investment_contributions_category logic and update references for streamlined handling.

2026-01-20 17:51:36 -05:00

valuation

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

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

Add customizable menu order for user accounts (#44)

2025-08-11 22:58:44 +02:00

account_provider.rb

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

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

account.rb

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

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

address.rb

Fix: No comma when locality is empty (small fix) (#2111)

2025-04-16 20:26:45 -05:00

api_key.rb

Initial security fixes (#461)

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

application_record.rb

…

assistant_message.rb

…

assistant.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

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

Add customizable menu order for user accounts (#44)

2025-08-11 22:58:44 +02:00

balance.rb

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

budget_category.rb

Allow subcategories to inherit parent budget without individual limits (#579)

2026-01-21 22:10:15 +01:00

budget.rb

Fix budget category totals to account for refunds and reimbursements (#824)

2026-01-31 09:41:28 +01:00

category_import.rb

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

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

category.rb

Add tests for uncategorized transaction filter across locales (#862)

2026-02-01 18:59:12 +01:00

chat.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

coinbase_account.rb

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

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

coinbase_item.rb

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

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

coinstats_account.rb

feat: Support multiple crypto wallets with same token (#676)

2026-01-18 11:27:09 +01:00

coinstats_item.rb

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

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

credit_card.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

crypto.rb

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

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

current.rb

…

data_enrichment.rb

Mercury integration (#723)

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

depository.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

developer_message.rb

…

enable_banking_account.rb

Initial security fixes (#461)

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

enable_banking_item.rb

Initial security fixes (#461)

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

entry_search.rb

feat: Include notes in transaction search (#615)

2026-01-11 18:59:40 +01:00

entry.rb

Merge branch 'main' into feature/llm-cache-reset

2026-01-27 08:50:01 +01:00

entryable.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

exchange_rate.rb

…

family_export.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

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 warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

holding.rb

Add security remapping for holdings with sync protection (#692)

2026-01-23 12:54:55 +01:00

impersonation_session_log.rb

…

impersonation_session.rb

…

import.rb

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

income_statement.rb

Fix struct compatibility error in IncomeStatement::Totals (#603)

2026-01-10 20:26:08 +01:00

investment_flow_statement.rb

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

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

investment_statement.rb

Improve handling of cost_basis during holding materialization and display (#619)

2026-01-11 23:58:51 +01:00

investment.rb

Add gains by tax treatment to investment report with grouped subtype dropdown (#701)

2026-01-19 15:44:49 +01:00

invitation.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +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

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

lunchflow_account.rb

Initial security fixes (#461)

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

lunchflow_item.rb

Initial security fixes (#461)

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

market_data_importer.rb

Fetch reciprocal exchange rates when syncing market data (#358)

2025-11-20 19:50:22 +01:00

measurement.rb

…

merchant.rb

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

mercury_account.rb

Mercury integration (#723)

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

mercury_item.rb

Mercury integration (#723)

2026-01-22 20:37:07 +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

Add 'web' to valid device types

2026-01-29 13:12:05 +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

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

period.rb

New "last month" period and clarify "30D" label

2025-11-27 10:59:33 +01:00

plaid_account.rb

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

plaid_item.rb

Initial security fixes (#461)

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

property.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

provider_merchant.rb

Mercury integration (#723)

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

provider.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

recurring_transaction.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rejected_transfer.rb

…

rule_import.rb

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

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

rule_run.rb

Add Recent Runs visibility for rule executions (#376)

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

rule.rb

Implement Run all rules (#582)

2026-01-08 15:20:14 +01:00

security.rb

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

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

Add AI cache clearing infrastructure

2026-01-26 09:46:20 +01:00

simplefin_account.rb

Initial security fixes (#461)

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

simplefin_item.rb

Initial security fixes (#461)

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

snaptrade_account.rb

Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741)

2026-01-22 22:19:44 +01:00

snaptrade_item.rb

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

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: comprehensive SSO/OIDC upgrade with enterprise features

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

sso_provider.rb

Initial security fixes (#461)

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

subscription.rb

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

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

sync.rb

Improvements (#379)

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

tag.rb

…

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

feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)

2026-01-20 00:01:55 +01:00

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

Refactor clear_ai_cache to use family_scope pattern

2026-01-26 10:17:28 +01:00

transfer.rb

Add investment activity detection, labels, and exclusions

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

trend.rb

…

user_message.rb

…

user.rb

Use browser Accept-Language for login and onboarding locale (#768)

2026-01-24 22:00:41 +01:00

valuation.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

vehicle.rb

…