LPW 8f04955e72 Move exchange MIC codes to config/exchanges.yml (#708) ...

* Move exchange MIC code mappings to `exchanges.yml` for better maintainability.

* fix: Use YAML.safe_load_file for exchange config

Addresses CodeRabbit security concern - YAML.load_file can deserialize
arbitrary Ruby objects. safe_load_file restricts to basic types only.

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>

2026-01-19 19:28:16 +01:00

..

account

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

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

assistant

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

2026-01-11 23:58:51 +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

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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

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

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

concerns

Add tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

demo

Add sso_audit_logs association and clear logs in demo data cleaner (#638)

2026-01-13 17:44:51 +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

Merchants improvements (#594)

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

holding

Add cost basis source tracking with manual override and lock protection (#623)

2026-01-12 14:05:46 +01:00

import

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

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

income_statement

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

2026-01-16 21:04:10 +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

Lunchflow UI fixes (#384)

2025-11-27 15:24:34 +01:00

lunchflow_item

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

merchant

Merchants improvements (#594)

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

plaid_account

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

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

plaid_entry

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

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

plaid_item

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

provider

FIX Yahoo issues (#636)

2026-01-13 16:46:07 +01:00

recurring_transaction

Recurring fixes (#454)

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

rule

Fix tags getting removed after / during bank sync (#634)

2026-01-13 14:33:46 +01:00

security

Improve convert-to-trade security selection with search-first UX (#703)

2026-01-19 15:49:51 +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

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

2026-01-16 12:34:06 +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

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

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

tool_call

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trade

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

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

transaction

Remove exclude_from_cashflow flag and consolidate logic into excluded toggle

2026-01-12 15:35:38 -05:00

transfer

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valuation

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account_import.rb

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

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

account_order.rb

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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 tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

address.rb

…

api_key.rb

…

application_record.rb

…

assistant_message.rb

…

assistant.rb

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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

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balance.rb

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budget_category.rb

fix: Update budget percentage determination method (#440)

2025-12-11 00:14:14 +01:00

budget.rb

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category_import.rb

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

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

category.rb

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

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

chat.rb

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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

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crypto.rb

Add tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

current.rb

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data_enrichment.rb

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

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

depository.rb

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developer_message.rb

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enable_banking_account.rb

Initial enable banking implementation (#382)

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

enable_banking_item.rb

Initial enable banking implementation (#382)

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

entry_search.rb

feat: Include notes in transaction search (#615)

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

entry.rb

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

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

entryable.rb

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exchange_rate.rb

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family_export.rb

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family_merchant_association.rb

Merchants improvements (#594)

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

family_merchant.rb

Family merchant logo (#660)

2026-01-15 17:00:32 +01:00

family.rb

FIX merchant regression (#659)

2026-01-15 13:14:10 +01:00

holding.rb

Add cost basis source tracking with manual override and lock protection (#623)

2026-01-12 14:05:46 +01:00

impersonation_session_log.rb

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impersonation_session.rb

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import.rb

Update import.rb

2026-01-13 13:51:10 +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

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invite_code.rb

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llm_usage.rb

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

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

loan.rb

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lunchflow_account.rb

FIX pull fresh accounts from API (#385)

2025-11-28 20:42:57 +01:00

lunchflow_item.rb

Improvements (#379)

2025-11-25 20:21:29 +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

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merchant.rb

Recurring transactions (#271)

2025-11-01 09:12:42 +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

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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

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period.rb

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

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

plaid_account.rb

…

plaid_item.rb

Lunchflow settings family (#363)

2025-11-22 02:14:29 +01:00

property.rb

…

provider_merchant.rb

Merchants improvements (#594)

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

provider.rb

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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

Move exchange MIC codes to config/exchanges.yml (#708)

2026-01-19 19:28:16 +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

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setting.rb

FIX address comments

2026-01-12 15:05:28 +01:00

simplefin_account.rb

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

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

simplefin_item.rb

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

2026-01-16 12:34:06 +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

feat: comprehensive SSO/OIDC upgrade with enterprise features

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

subscription.rb

…

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

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

2026-01-19 15:44:49 +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

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

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

transfer.rb

Add investment activity detection, labels, and exclusions

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

trend.rb

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user_message.rb

…

user.rb

Make first user of instance automatically super_admin (#655)

2026-01-16 21:27:55 +01:00

valuation.rb

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vehicle.rb

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