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730fa5db21d0b47e47a26a83d0a471db2a1e7959
sure/app/models
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Juan José Mata 730fa5db21 Update app/models/insight/generators/net_worth_milestone_generator.rb 
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
2026-04-12 22:00:05 +02:00
..
account
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
assistant
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
balance
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +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
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_entry
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item
fix(enable-banking): refactor error handling and add missing GIN index (#1432)
2026-04-11 21:32:20 +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 throttling and cross-rate for twelve data (#1396)
2026-04-07 20:46:05 +02:00
family
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +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
insight
Update app/models/insight/generators/net_worth_milestone_generator.rb
2026-04-12 22:00:05 +02:00
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 DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +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
Fix SimpleFIN holdings confusing market value with cost basis (#1182) (#1261)
2026-03-23 19:39:32 +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
Providers sharing (#1273)
2026-03-25 17:47:04 +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
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
transaction
Quick Categorize Wizard — follow-up fixes (#1393)
2026-04-07 13:17:37 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
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
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_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
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
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
Make parent budgets auto-aggregate from subcategory edits (#1312)
2026-04-07 16:41:45 +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
Remove unused DeveloperMessage model (#1207)
2026-03-16 20:22:11 +01:00
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
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
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.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
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 proactive financial intelligence feed
2026-04-12 12:12:49 +00:00
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
insight.rb
Add proactive financial intelligence feed
2026-04-12 12:12:49 +00:00
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
Updated list of Canadian registered accounts (#1265)
2026-03-24 09:28:38 +01:00
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
Fixed crypto and loan add menus (#1306)
2026-04-07 11:39:18 +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
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
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
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
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
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
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
Add proactive financial intelligence feed
2026-04-12 12:12:49 +00:00
simplefin_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
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
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
Add proactive financial intelligence feed
2026-04-12 12:12:49 +00:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
vehicle.rb
…