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Claude 8ae06e37e4 Add proactive financial intelligence feed 
Shifts the AI assistant from reactive (users ask questions) to proactive
(the system surfaces personalized insights automatically). A nightly job
analyzes every family's financial data across 7 insight types, writes
natural-language explanations via Claude, and surfaces them in a feed on
the dashboard and a standalone /insights page.

Feature is behind a flag: off by default, enable with INSIGHTS_ENABLED=1
(or via Setting.insights_enabled in the admin UI).

Insight types:
- spending_anomaly: category spend >25% above/below 3-month rolling average
- cash_flow_warning: projected cash balance drops below $500 in 30 days
  (uses RecurringTransaction + statistical daily baseline)
- net_worth_milestone: crossed a round-number milestone or all-time high
- subscription_audit: recurring transaction overdue by 45+ days
- savings_rate_change: savings rate changed >5 percentage points vs last month
- idle_cash: $5k+ sitting in depository account with no activity in 60 days
- budget_at_risk / budget_on_track: spending pace vs monthly budget

Architecture:
- Insight model with dedup_key unique index (upsert, not re-create daily)
- Insight::Generator base class + Insight::GeneratorRegistry orchestrator
- LLM used as a writer only — financial math runs in pure Ruby
- GenerateInsightsJob runs at 6 AM UTC daily via sidekiq-cron
- InsightsController with read/dismiss Turbo Stream actions
- Dashboard section gated by Current.user.insights_enabled?

https://claude.ai/code/session_014vY9xohpm3abSAxVxRF27a
2026-04-12 12:12:49 +00:00
..
20240201183314_enable_uuid.rb
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20240201184038_create_families.rb
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20240201184212_create_users.rb
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20240202015428_create_accounts.rb
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20240202191425_create_account_loans.rb
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20240202191746_add_accountable_to_account.rb
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20240202192214_create_account_depositories.rb
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20240202192231_create_account_credits.rb
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20240202192238_create_account_investments.rb
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20240202192312_create_account_properties.rb
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20240202192319_create_account_vehicles.rb
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20240202192327_create_account_other_assets.rb
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20240202192333_create_account_other_liabilities.rb
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20240202230325_create_invite_codes.rb
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20240203030754_remove_type_from_accounts.rb
…
20240203050018_add_token_index_to_invite_codes.rb
…
20240206031739_replace_money_field.rb
Multi-currency support: Money + Currency class improvements (#553)
2024-03-18 11:21:00 -04:00
20240209153232_add_currency_to_families.rb
…
20240209174912_redo_money_storage.rb
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20240209200519_create_currencies.rb
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20240209200924_create_exchange_rates.rb
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20240210155058_create_good_jobs.rb
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20240212150110_create_account_balances.rb
…
20240215201527_create_valuations.rb
…
20240221004818_remove_valuation_type.rb
…
20240222144849_add_status_to_account.rb
…
20240223162105_create_transactions.rb
Scaffold out basic transactions model and UI (#478)
2024-02-23 21:34:33 -05:00
20240227142457_rename_account_balance.rb
Prepare fixture data for account sync tests (#493)
2024-02-27 12:43:49 -05:00
20240302145715_add_classification_to_accounts.rb
Net worth calculation (#508)
2024-03-04 08:31:22 -05:00
20240306193345_add_is_active_to_account.rb
Add accounts management list (#522)
2024-03-07 10:55:51 -05:00
20240307082827_create_transaction_categories.rb
Add backend support for transaction categories (#524)
2024-03-07 13:15:50 -05:00
20240308121431_remove_currency_table.rb
Multi-Currency Part 2 (#543)
2024-03-21 13:39:10 -04:00
20240308214956_add_notes_and_excluded_to_transaction.rb
Add transaction sidebar (#534)
2024-03-10 17:38:31 -04:00
20240309180636_add_sync_status_fields_to_account.rb
Multi-currency part 1 (#542)
2024-03-11 16:32:13 -04:00
20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb
Multi-Currency Part 2 (#543)
2024-03-21 13:39:10 -04:00
20240313203622_remove_converted_balance_from_account.rb
Multi-Currency Part 2 (#543)
2024-03-21 13:39:10 -04:00
20240319154732_create_account_cryptos.rb
feat: add crypto account type to demo data (#555)
2024-03-19 15:34:35 -04:00
20240325064211_add_uniq_index_to_users_email.rb
add uniq index for users email to ensure uniqueness (#567)
2024-03-25 15:59:49 -04:00
20240401213443_add_last_sync_date_to_accounts.rb
Account Sync should happen at login, 1x per day, OR on-demand (#594)
2024-04-04 17:00:12 -04:00
20240403192649_add_last_login_at_to_users.rb
Account Sync should happen at login, 1x per day, OR on-demand (#594)
2024-04-04 17:00:12 -04:00
20240404112829_change_transaction_category_delete_behavior.rb
Basic transaction categories CRUD actions (inline) (#601)
2024-04-04 17:29:50 -04:00
20240410183531_create_settings.rb
Add zero-config self hosting on Render (#612)
2024-04-13 09:28:45 -04:00
20240411102931_add_last_seen_upgrade_to_user.rb
Add zero-config self hosting on Render (#612)
2024-04-13 09:28:45 -04:00
20240425000110_add_role_to_users.rb
Add new settings profile and preferences pages (#672)
2024-04-25 07:54:56 -04:00
20240426162500_create_active_storage_tables.active_storage.rb
Feature/profile image uploads (#687)
2024-04-30 13:38:33 -04:00
20240426191312_add_transaction_merchants.rb
Add Transaction Merchant management (#686)
2024-04-29 15:17:28 -04:00
20240430111641_add_active_to_users.rb
Add ability to delete Maybe account (#698)
2024-04-30 11:40:31 -04:00
20240502205006_create_imports.rb
CSV Transaction Imports (#708)
2024-05-17 09:09:32 -04:00
20240520074309_add_admin_role_to_current_users.rb
Add migration to make all current users admins (#770)
2024-05-20 11:33:19 -04:00
20240522133147_create_tags.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
20240522151453_create_taggings.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
20240524203959_change_account_error_columns_default.rb
Fix foreign account sync crash (#794)
2024-05-27 12:10:28 -04:00
20240612164751_create_institutions.rb
Add institution management and account editing controls (#868)
2024-06-13 14:37:27 -04:00
20240612164944_add_institution_to_accounts.rb
Add institution management and account editing controls (#868)
2024-06-13 14:37:27 -04:00
20240614120946_create_transfers.rb
Transaction transfers, payments, and matching (#883)
2024-06-19 06:52:08 -04:00
20240614121110_add_transfer_fields_to_transaction.rb
Transaction transfers, payments, and matching (#883)
2024-06-19 06:52:08 -04:00
20240619125949_rename_accountable_tables.rb
Account namespace updates: part 1 (#893)
2024-06-20 07:26:25 -04:00
20240620114307_rename_categories_table.rb
Move categories to top-level namespace (#894)
2024-06-20 08:15:09 -04:00
20240620122201_rename_merchants_table.rb
Move merchants to top-level namespace (#895)
2024-06-20 08:38:59 -04:00
20240620125026_rename_transfer_table.rb
Account namespace updates: part 4 (transfers, singular namespacing) (#896)
2024-06-20 13:32:44 -04:00
20240620221801_rename_valuation_table.rb
Account namespace updates: part 5 (valuations) (#901)
2024-06-21 16:23:28 -04:00
20240621212528_rename_transactions_table.rb
Account namespace updates: part 6 (transactions) (#904)
2024-06-24 11:58:39 -04:00
20240624160611_create_account_entries.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240624161153_migrate_entryables.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240624164119_remove_old_columns_from_entryables.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240628104551_move_transfers_association_from_transactions_to_entries.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240706151026_rename_rate_fields.rb
Handle missing exchange rate provider, allow fallback for missing rates (#955)
2024-07-08 09:04:59 -04:00
20240707130331_create_account_syncs.rb
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
20240709113713_create_good_job_execution_error_backtrace.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240709113714_create_good_job_process_lock_ids.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240709113715_create_good_job_process_lock_indexes.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240709152243_create_good_job_execution_duration.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240710182529_create_securities.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240710182728_create_security_prices.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240710184048_create_account_trades.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240710184249_create_account_holdings.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240717113535_remove_default_from_account_balance.rb
Add default currencies to forms based on preference (#994)
2024-07-17 08:57:17 -04:00
20240725163339_add_last_synced_at_to_family.rb
Implement auto family syncs on login (#1021)
2024-07-25 12:51:50 -04:00
20240731191344_change_primary_identifier_for_security.rb
Add security prices provider (Synth integration) (#1039)
2024-08-01 19:43:23 -04:00
20240807153618_add_currency_field_to_trade.rb
Allow user to add buy and sell trade transactions for investment accounts (#1066)
2024-08-09 11:22:57 -04:00
20240813170608_fix_invalid_accountable_data.rb
Fix for invalid accountable data (#1086)
2024-08-15 12:49:49 -04:00
20240815125404_create_issues.rb
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
2024-08-16 12:13:48 -04:00
20240815190722_remove_warnings_from_sync.rb
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
2024-08-16 12:13:48 -04:00
20240816071555_add_col_sep_to_imports.rb
Add support for different column separator in csv import logic (#1096)
2024-08-16 14:00:16 -04:00
20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb
Refactor: Allow other import files (#1099)
2024-08-19 09:25:07 -04:00
20240822174006_create_addresses.rb
Add Property Details View (#1116)
2024-08-23 08:47:08 -04:00
20240822180845_add_property_attributes.rb
Add Property Details View (#1116)
2024-08-23 08:47:08 -04:00
20240823125526_add_details_to_vehicle.rb
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
20240911143158_add_last_synced_at_institution.rb
Add sync status and errors to account settings page (#1169)
2024-09-11 17:24:01 -04:00
20240921170426_change_import_owner.rb
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
2024-10-01 10:47:59 -04:00
20240925112218_add_import_types.rb
Fix import migration (#1227)
2024-10-01 18:59:35 -04:00
20240925112219_ensure_category_fields_on_import_rows.rb
Feature/pdf import transaction rows (#846)
2026-02-02 16:27:02 +01:00
20240925112220_ensure_category_icon_on_import_rows.rb
Feature/pdf import transaction rows (#846)
2026-02-02 16:27:02 +01:00
20241001181256_add_locale_preference.rb
Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)
2024-10-02 14:02:17 -04:00
20241003163448_create_sessions.rb
Use DB for auth sessions (#1233)
2024-10-03 14:42:22 -04:00
20241007211438_add_billing_to_families.rb
Billing (#1269)
2024-10-08 14:37:47 -05:00
20241008122449_add_debt_account_views.rb
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
20241009132959_add_notes_to_entry.rb
Basic trade and holdings view (#1271)
2024-10-09 14:59:18 -04:00
20241009214601_add_super_admin_to_users.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
20241017162347_create_impersonation_sessions.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
20241017162536_create_impersonation_session_logs.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
20241017204250_add_accounts_indexes.rb
Account indexes to address some performance issues
2024-10-17 15:45:13 -05:00
20241018201653_add_account_mode.rb
Basic account onboarding (#1328)
2024-10-18 17:18:54 -04:00
20241022170439_create_stock_exchanges.rb
Use Redis for ActiveJob and ActionCable (#2004)
2025-03-19 12:36:16 -04:00
20241022192319_fix_user_role_column_type.rb
Stock Exchanges with seed (#1351)
2024-10-22 14:30:57 -05:00
20241022221544_add_onboarding_fields.rb
User Onboarding + Bug Fixes (#1352)
2024-10-23 11:20:55 -04:00
20241023195438_add_stock_exchange_reference.rb
Stock imports (#1363)
2024-10-24 16:36:50 -05:00
20241024142537_add_subscription_timestamp_to_session.rb
Beta Testing Round 3 Bug Fixes (#1357)
2024-10-24 11:02:27 -04:00
20241025174650_add_mic_to_securities.rb
Remove dependency on stock exchange table (#1368)
2024-10-25 13:09:02 -05:00
20241025182612_add_search_vector_to_securities.rb
Stock filter (#1376)
2024-10-28 15:49:19 -04:00
20241029125406_add_reference_to_security_prices.rb
First pass at security price reference (#1388)
2024-10-29 15:37:59 -04:00
20241029184115_remove_prices_missing_issue.rb
Remove missing prices issue (#1390)
2024-10-29 14:55:46 -04:00
20241029234028_remove_search_vector.rb
Initial pass at Synth-based ticker selection (#1392)
2024-10-30 09:23:44 -04:00
20241030121302_fix_not_null_stock_exchange_data.rb
Initial pass at Synth-based ticker selection (#1392)
2024-10-30 09:23:44 -04:00
20241030151105_remove_account_mode.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
20241030222235_create_invitations.rb
Family invites (#1397)
2024-11-01 10:23:27 -05:00
20241106193743_add_plaid_domain.rb
Basic Plaid Integration (#1433)
2024-11-15 13:49:37 -05:00
20241108150422_add_unique_email_index_to_invitations.rb
Fix duplicate invites (#1437)
2024-11-08 09:58:35 -06:00
20241114164118_add_products_to_plaid_item.rb
Basic Plaid Integration (#1433)
2024-11-15 13:49:37 -05:00
20241122183828_change_loan_interest_rate_precision.rb.rb
Fix bug: Loan % doesn't allow exact rate (#1492)
2024-11-22 15:28:10 -05:00
20241126211249_add_logo_url_to_security.rb
Improve account transaction, trade, and valuation editing and sync experience (#1506)
2024-11-27 16:01:50 -05:00
20241204235400_add_balance_components.rb
Plaid portfolio sync algorithm and calculation improvements (#1526)
2024-12-10 17:41:20 -05:00
20241207002408_add_family_timezone.rb
Plaid portfolio sync algorithm and calculation improvements (#1526)
2024-12-10 17:41:20 -05:00
20241212141453_add_merchant_logo.rb
Add account data enrichment (#1532)
2024-12-13 17:22:27 -05:00
20241217141716_add_enrichment_setting.rb
Make transaction enrichment opt-in for all users (#1552)
2024-12-17 09:58:08 -05:00
20241218132503_add_enriched_name_field.rb
Preserve original transaction names when enriching (#1556)
2024-12-19 10:16:09 -05:00
20241219151540_add_region_to_plaid_item.rb
Initial pass at Plaid EU (#1555)
2025-01-31 12:13:58 -06:00
20241219174803_add_parent_category.rb
Nested Categories (#1561)
2024-12-20 11:37:26 -05:00
20241227142333_add_error_trace_to_syncs.rb
feat: Save error backtrace for sync errors for better debugging (#1578)
2024-12-30 10:04:05 -05:00
20241231140709_reverse_transfer_relations.rb
Transfer and Payment auto-matching, model and UI improvements (#1585)
2025-01-07 09:41:24 -05:00
20250108182147_create_budgets.rb
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
20250108200055_create_budget_categories.rb
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
20250110012347_category_classification.rb
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
20250120210449_align_transfer_cascade_behavior.rb
Align cascade delete behavior for transfers (#1647)
2025-01-20 16:17:40 -05:00
20250124224316_create_rejected_transfers.rb
Add RejectedTransfer model, simplify auto matching (#1690)
2025-01-27 16:56:46 -05:00
20250128203303_store_transaction_filters_in_session.rb
Preserve transaction filters and transaction focus across page visits (#1733)
2025-01-30 14:12:01 -05:00
20250130191533_add_email_confirmation_to_users.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
20250130214500_remove_email_confirmation_sent_at_from_users.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
20250131171943_remove_email_confirmation_token_from_users.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
20250206003115_remove_import_status_enum.rb
Feature: Add the ability to "revert" a CSV import (#1814)
2025-02-07 15:36:05 -05:00
20250206141452_add_institution_details_to_plaid_items.rb
feat: Add institution details to Plaid items (#1816)
2025-02-06 08:57:24 -06:00
20250206151825_add_mfa_fields_to_users.rb
Multi-factor authentication (#1817)
2025-02-06 14:16:53 -06:00
20250206204404_add_constraints_to_account_holdings.rb
Fix Account Holding validation and synchronization (#1818)
2025-02-07 10:42:01 -06:00
20250207011850_add_exchange_operating_mic_to_securities.rb
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
20250207014022_add_number_format_to_imports.rb
feat(import): add currency and number format support for CSV imports (#1819)
2025-02-10 15:31:28 -05:00
20250207194638_adjust_securities_indexes.rb
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
20250211161238_make_ticker_not_null.rb
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
20250212163624_add_status_to_plaid_items.rb
Enhance Plaid connection management with re-authentication and error handling (#1854)
2025-02-12 12:59:35 -06:00
20250212213301_add_user_sidebar_preference.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
20250220153958_update_imports_for_operating_mic_v2.rb
Add exchange and currency fields to trade imports (#1822)
2025-02-24 10:00:24 -05:00
20250220200735_add_default_lucide_icon_to_categories.rb
Add new category flow (#1857)
2025-02-24 11:08:05 -05:00
20250303141007_add_optional_account_for_import.rb
Allow CSV imports to be configured with single or multi-account mode (#1943)
2025-03-03 12:47:30 -05:00
20250304140435_add_default_period_to_users.rb
Preference to set default_period (#1941)
2025-03-07 10:05:54 -05:00
20250304200956_add_signage_type_to_imports.rb
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
20250315191233_remove_ticker_from_security_prices.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
20250316103753_remove_issues.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
20250316122019_security_price_unique_index.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
20250318212559_remove_good_job.rb
Use Redis for ActiveJob and ActionCable (#2004)
2025-03-19 12:36:16 -04:00
20250319145426_remove_self_host_upgrades.rb
Use Redis for ActiveJob and ActionCable (#2004)
2025-03-19 12:36:16 -04:00
20250319212839_create_ai_chats.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
20250405210514_add_initial_balance_field.rb
loan: Set the first valuation as the original principal. (#2088)
2025-04-14 09:09:25 -04:00
20250410144939_add_theme_to_users.rb
Implement dark mode (#2078)
2025-04-11 09:28:00 -05:00
20250411140604_add_parent_syncs.rb
Sync hierarchy updates (#2087)
2025-04-11 12:13:46 -04:00
20250413141446_table_renames.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
20250416235317_add_rules_engine.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
20250416235420_add_data_enrichments.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
20250416235758_merchant_and_category_enrichment.rb
Fix migration to handle duplicate merchants per family
2025-04-18 12:09:46 -04:00
20250429021255_add_name_to_rules.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
20250501172430_add_user_goals.rb
New onboarding, trials, Stripe integration (#2185)
2025-05-01 16:47:14 -04:00
20250502164951_create_subscriptions.rb
Subscription tests and domain (#2209)
2025-05-06 14:05:21 -04:00
20250509182903_dynamic_last_synced.rb
Propagate child sync errors up to parent, fix sync status (#2232)
2025-05-09 14:56:49 -04:00
20250512171654_update_sync_timestamps.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
20250513122703_add_uniqueness_to_subscriptions.rb
Family subscription unique index
2025-05-13 08:32:53 -04:00
20250514214242_add_metadata_to_session.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
20250516180846_remove_stock_exchanges.rb
Market data sync refinements (#2252)
2025-05-16 14:17:56 -04:00
20250518181619_add_auto_sync_preference_to_family.rb
Auto sync preference, max limit on account CSV imports (#2259)
2025-05-18 15:02:51 -04:00
20250521112347_add_security_resolver_fields.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
20250522201031_stronger_unique_index_on_security.rb
Add back schema migration for unique securities
2025-05-22 16:11:22 -04:00
20250523131455_add_raw_payloads_to_plaid_accounts.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
20250605031616_add_index_to_sync_status.rb
perf: Add index to sync status (#2337)
2025-06-09 10:18:52 -04:00
20250610181219_add_sync_timestamps_to_family.rb
Balance sheet cache layer, non-blocking sync UI (#2356)
2025-06-10 18:20:06 -04:00
20250612150749_create_doorkeeper_tables.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250612154522_fix_doorkeeper_resource_owner_id_for_uuid.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613002027_create_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613100842_add_display_key_to_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613101036_remove_key_from_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613101051_remove_key_index_from_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613152743_fix_doorkeeper_access_grants_resource_owner_id_for_uuid.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250616183654_add_kind_to_transactions.rb
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
20250618104425_add_source_to_api_keys.rb
Fix remaining rubocop offenses
2025-06-18 08:38:04 -05:00
20250618110104_create_mobile_devices.rb
Fix remaining rubocop offenses
2025-06-18 08:38:04 -05:00
20250618110736_add_owner_to_oauth_applications.rb
Fix remaining rubocop offenses
2025-06-18 08:38:04 -05:00
20250618120703_add_oauth_application_to_mobile_devices.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
20250620204550_update_excluded_transactions_to_one_time.rb
Separate exclude and one-time transaction handling (#2400)
2025-06-20 17:10:36 -04:00
20250623162207_update_outdated_timezones.rb
Fix linting issues in migration file
2025-06-23 11:31:57 -05:00
20250701161640_add_account_status.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
20250702173231_fix_mobile_devices_unique_constraint.rb
Remove old unique index on device_id in mobile_devices migration to allow multiple users to share the same device.
2025-07-09 09:22:51 -05:00
20250710225721_add_valuation_kind.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
20250718120146_add_indexes_to_core_models.rb
Add indexes to core models (#2464)
2025-07-18 08:19:44 -04:00
20250719121103_add_start_end_columns_to_balances.rb
Additional cache columns on balances for activity view breakdowns (#2505)
2025-07-23 10:06:25 -04:00
20250724115507_create_family_exports.rb
Data exports (#2517)
2025-07-24 10:50:05 -04:00
20250731134449_add_default_account_order_to_users.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
20250806155348_increase_trade_price_precision.rb
Increasing trades.price decimal scale (#89)
2025-10-21 18:22:24 +02:00
20250807143728_create_simplefin_items.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807143819_create_simplefin_accounts.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807144230_add_simplefin_account_id_to_accounts.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807144857_add_external_id_to_transactions.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807163541_add_pending_account_setup_to_simplefin_items.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807170943_add_subtype_to_accountables.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250808141424_add_balance_date_to_simplefin_accounts.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250808143007_add_extra_simplefin_account_fields.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250813144520_add_institution_fields_to_simplefin_items.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901004029_add_sync_start_date_to_simplefin_items.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901005519_add_sync_stats_to_syncs.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901182423_add_raw_holdings_payload_to_simplefin_accounts.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901183328_add_external_id_and_cost_basis_to_holdings.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250903010617_add_unique_index_to_holdings_external_id.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250903015009_fix_holdings_cost_basis_and_external_id_constraints.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20251022144638_create_llm_usages.rb
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
20251022151319_allow_null_estimated_cost_in_llm_usages.rb
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
20251024083624_create_oidc_identities.rb
Add OpenID Connect login support (#77)
2025-10-24 16:07:45 +02:00
20251025095800_relax_simplefin_item_institution_constraints.rb
Simplefin sync improvements (#240)
2025-10-26 15:50:45 +01:00
20251027085448_create_account_providers.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027085614_migrate_account_providers_data.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027110502_add_external_id_and_source_to_entries.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027110609_add_provider_merchant_id_index_to_merchants.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027141735_add_account_provider_to_holdings.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028104241_fix_account_providers_indexes.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028104851_backfill_entries_external_id_from_plaid_id.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028104916_update_entries_external_id_index.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028174016_remove_duplicate_holdings_index.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251029135200_create_lunchflow_items.rb
Lunchflow integration (#259)
2025-10-30 14:07:16 +01:00
20251029135300_create_lunchflow_accounts.rb
Lunchflow integration (#259)
2025-10-30 14:07:16 +01:00
20251029190000_add_extra_to_transactions.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251030140000_add_ui_layout_to_users.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
20251030172500_add_cascade_on_account_deletes.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251031132654_create_recurring_transactions.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
20251102143510_remove_duplicate_account_providers_index.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251103185320_drop_was_merged_from_transactions.rb
Address remaining CodeRabbit comments from PR #267 #351 (#451)
2025-12-15 09:47:16 +01:00
20251104000100_add_unique_index_on_simplefin_accounts.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251110103641_add_name_to_recurring_transactions.rb
Reccuring transactions pattern fix (#308)
2025-11-10 12:02:43 +01:00
20251110143516_add_manual_and_amount_variance_to_recurring_transactions.rb
Add support for manual recurring transaction creation (#311)
2025-11-14 00:31:12 +01:00
20251111084519_remove_orphaned_lunchflow_accounts.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
20251111094448_migrate_dynamic_fields_to_individual_entries.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
20251115194500_allow_null_merchant_id_on_recurring_transactions.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251116010421_add_institution_fields_to_accounts.rb
Add instituion details & notes to Account model (#481)
2025-12-24 00:59:50 +01:00
20251118000000_add_rule_fields_to_import_rows.rb
Add rules import/export support (#424)
2025-12-07 13:20:54 +01:00
20251119122856_add_preferences_to_users.rb
Initial implementation of collapsible sections and re-order feature (#355)
2025-11-26 17:51:38 +01:00
20251121120028_add_credentials_to_lunchflow_items.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
20251121140453_migrate_global_lunchflow_credentials_to_families.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
20251124000000_create_rule_runs.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
20251125141213_add_category_to_trades.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
20251126094446_create_enable_banking_items_and_accounts.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
20251201084101_create_eval_tables.rb
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
20251203133213_add_alternative_match_to_eval_results.rb
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
20251215100443_add_recurring_transactions_disabled_to_families.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
20251217141218_add_hash_columns_for_security.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
20251221060111_create_coinstats_items_and_accounts.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
20251224215026_add_rows_count_to_imports.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
20251226091500_add_amount_type_identifier_value_to_imports.rb
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
20251226205942_add_rows_to_skip_to_imports.rb
Add rows_to_skip config for transaction import
2025-12-27 02:21:28 +03:30
20251228181150_create_flipper_tables.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20251228181429_create_sso_providers.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20251228182113_add_issuer_to_oidc_identities.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20260103170412_create_sso_audit_logs.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20260105225906_remove_synthfinance_logo_urls.rb
Remove invalid logo.synthfinance.com URLs from merchants table (#553)
2026-01-10 18:51:58 +01:00
20260106152346_add_provisional_to_security_prices.rb
Investment prices fixes (#559)
2026-01-07 16:16:01 +01:00
20260108000000_cleanup_orphaned_currency_balances.rb
FIX providers invalid currency handling (#589)
2026-01-09 11:54:38 +01:00
20260109100000_add_holdings_columns_to_lunchflow_accounts.rb
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
20260109135841_add_website_url_to_securities.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
20260109144012_create_family_merchant_associations.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
20260110120000_add_investment_cashflow_support.rb
Remove exclude_from_cashflow flag and consolidate logic into excluded toggle
2026-01-12 15:35:38 -05:00
20260110180000_add_investment_activity_label_to_transactions.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
20260112011546_add_cost_basis_source_tracking_to_holdings.rb
Add cost basis source tracking with manual override and lock protection (#623)
2026-01-12 14:05:46 +01:00
20260112065106_backfill_cost_basis_source_for_holdings.rb
Add cost basis source tracking with manual override and lock protection (#623)
2026-01-12 14:05:46 +01:00
20260113230414_add_investment_activity_label_to_trades.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
20260114002048_remove_category_from_trades.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
20260115100000_add_entry_protection_flags.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
20260115100001_backfill_entry_protection_flags.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
20260116090336_add_wallet_address_to_coinstats_accounts.rb
feat: Support multiple crypto wallets with same token (#676)
2026-01-18 11:27:09 +01:00
20260116100000_add_pdf_import_support.rb
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
20260117200000_add_tax_treatment_to_cryptos.rb
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
20260119000001_add_provider_security_tracking_to_holdings.rb
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +01:00
20260119005756_create_coinbase_items_and_accounts.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
20260121101345_create_mercury_items_and_accounts.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
20260121173939_create_snaptrade_items_and_accounts.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
20260122115442_add_activities_fetch_pending_to_snaptrade_accounts.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
20260122160000_add_sync_start_date_to_snaptrade_accounts.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
20260123000000_add_cancel_at_period_end_to_subscriptions.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
20260123214127_rename_raw_investments_payload_to_raw_holdings_payload.rb
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
20260124180211_add_locale_to_users.rb
Use browser Accept-Language for login and onboarding locale (#768)
2026-01-24 22:00:41 +01:00
20260127213817_add_month_start_day_to_families.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
20260129200129_add_extracted_data_to_imports.rb
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
20260203204605_refactor_mobile_device_oauth.rb
Add Google Sign-In (SSO) support to Flutter mobile app (#860)
2026-02-06 00:45:11 +01:00
20260205110328_create_indexa_capital_items_and_accounts.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
20260207231945_add_api_token_to_indexa_capital_items.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
20260210120000_remove_flipper_tables.rb
Remove Flipper and replace with ENV-driven FeatureFlags (#957)
2026-02-10 23:30:45 +01:00
20260211101500_add_moniker_to_families.rb
Add family moniker selection and dynamic UI labels (#981)
2026-02-13 19:30:29 +01:00
20260211120001_add_vector_store_support.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
20260217120000_add_composite_index_on_accounts_family_status_type.rb
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
20260218120000_backfill_crypto_subtype_for_trades.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
20260218120001_add_assistant_type_to_families.rb
Feat/Abstract Assistant into module with registry (#1020)
2026-02-23 07:38:58 -05:00
20260219190000_scope_mercury_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260219200001_scope_plaid_item_uniqueness.rb
Add Plaid migration constant alias (#1235)
2026-03-21 01:03:19 +01:00
20260219200002_scope_indexa_capital_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260219200003_scope_snaptrade_account_uniqueness_to_item.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
20260219200004_scope_coinbase_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260219200006_scope_lunchflow_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260303120000_backfill_investment_contribution_categories.rb
Backfill category for pre-#924 investment contribution transfers (#1111)
2026-03-03 21:10:53 +01:00
20260305120000_add_default_account_to_users.rb
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00
20260308113006_remove_classification_from_categories.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
20260314120000_remove_unique_email_family_index_from_invitations.rb
Administer invitations in /admin/users (#1185)
2026-03-14 11:32:33 +01:00
20260314131357_create_archived_exports.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
20260316120000_create_vector_store_chunks.rb
Fix pgvector migration to only run when explicitly configured (#1239)
2026-03-21 09:24:11 +01:00
20260320080659_add_parent_entry_id_to_entries.rb
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
20260322120702_add_fee_to_trades.rb
Add transaction fee support to trades (#1248)
2026-03-28 19:03:16 +01:00
20260324100000_add_account_sharing_support.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
20260324100001_backfill_account_owners_and_shares.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
20260324100002_add_check_constraints_to_sharing_columns.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
20260324100003_change_accounts_owner_fk_to_nullify.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
20260326112218_add_account_id_to_recurring_transactions.rb
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
20260327103000_add_exchange_portfolio_fields_to_coinstats_items.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
20260327130000_increase_crypto_quantity_precision.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
20260328120000_add_kind_to_securities.rb
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
20260329111830_create_binance_items_and_accounts.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
20260405120000_add_aspsp_metadata_to_enable_banking.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
20260406120000_add_psu_type_to_enable_banking_items.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
20260408120000_add_price_provider_to_securities.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
20260408151837_add_offline_reason_to_securities.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
20260410114435_add_first_provider_price_on_to_securities.rb
Add binance security provider for crypto (#1424)
2026-04-10 15:43:22 +02:00
20260411082125_add_gin_index_to_enable_banking_accounts_identification_hashes.rb
fix(enable-banking): refactor error handling and add missing GIN index (#1432)
2026-04-11 21:32:20 +02:00
20260412120000_create_insights.rb
Add proactive financial intelligence feed
2026-04-12 12:12:49 +00:00