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Blaž Dular 37301e15ae feat(mcp): add pagination to get_tags and get_categories tools (#2492) 
* feat(mcp): add pagination to get_tags and get_categories tools

Both tools now accept a `page` param and return `total_results`,
`total_pages`, `page`, and `page_size` — matching the pattern used
by get_transactions and get_holdings. Adds a migration for composite
(family_id, name) indexes on tags and categories to support efficient
paginated ordering within a family scope.

* fix(mcp): make page param optional in get_tags/get_categories schema and fix migration version

Page defaults to 1 in call() so marking it required in the JSON schema was incorrect.
Also fixes migration to use ActiveRecord::Migration[7.2] instead of [8.0].

* fix: update schema.rb with family_id+name indexes for tags and categories

* fix(mcp): stable pagination sort and unique family/name indexes on tags and categories

- Make family_id+name indexes unique (matches existing AR uniqueness validations)
- Add id tie-breaker to alphabetically/alphabetically_by_hierarchy scopes
  so paginated results are deterministic

* refactor(mcp): replace Pagy::Backend mixin with Pagy.new in model layer

Pagy::Backend is designed for controllers; using it in plain model
classes is fragile. Switch all four assistant functions to call
Pagy.new(count:, page:, limit:) directly and apply offset/limit
on the scope, which is the correct approach for non-controller contexts.
2026-08-12 23:55:05 +02:00
..
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
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20240203050018_add_token_index_to_invite_codes.rb
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20240206031739_replace_money_field.rb
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20240209153232_add_currency_to_families.rb
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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
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20240215201527_create_valuations.rb
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20240221004818_remove_valuation_type.rb
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20240222144849_add_status_to_account.rb
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20240223162105_create_transactions.rb
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20240227142457_rename_account_balance.rb
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20240302145715_add_classification_to_accounts.rb
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20240306193345_add_is_active_to_account.rb
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20240307082827_create_transaction_categories.rb
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20240308121431_remove_currency_table.rb
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20240308214956_add_notes_and_excluded_to_transaction.rb
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20240309180636_add_sync_status_fields_to_account.rb
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20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb
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20240313203622_remove_converted_balance_from_account.rb
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20240319154732_create_account_cryptos.rb
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20240325064211_add_uniq_index_to_users_email.rb
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20240401213443_add_last_sync_date_to_accounts.rb
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20240403192649_add_last_login_at_to_users.rb
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20240404112829_change_transaction_category_delete_behavior.rb
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20240410183531_create_settings.rb
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20240411102931_add_last_seen_upgrade_to_user.rb
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20240425000110_add_role_to_users.rb
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20240426162500_create_active_storage_tables.active_storage.rb
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20240426191312_add_transaction_merchants.rb
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20240430111641_add_active_to_users.rb
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20240502205006_create_imports.rb
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20240520074309_add_admin_role_to_current_users.rb
fix(migrations): scope admin-backfill to a MigrationUser model (#1716) (#1871)
2026-06-02 15:55:05 +02:00
20240522133147_create_tags.rb
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20240522151453_create_taggings.rb
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20240524203959_change_account_error_columns_default.rb
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20240612164751_create_institutions.rb
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20240612164944_add_institution_to_accounts.rb
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20240614120946_create_transfers.rb
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20240614121110_add_transfer_fields_to_transaction.rb
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20240619125949_rename_accountable_tables.rb
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20240620114307_rename_categories_table.rb
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20240620122201_rename_merchants_table.rb
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20240620125026_rename_transfer_table.rb
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20240620221801_rename_valuation_table.rb
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20240621212528_rename_transactions_table.rb
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20240624160611_create_account_entries.rb
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20240624161153_migrate_entryables.rb
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20240624164119_remove_old_columns_from_entryables.rb
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20240628104551_move_transfers_association_from_transactions_to_entries.rb
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20240706151026_rename_rate_fields.rb
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20240707130331_create_account_syncs.rb
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20240709113713_create_good_job_execution_error_backtrace.rb
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20240709113714_create_good_job_process_lock_ids.rb
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20240709113715_create_good_job_process_lock_indexes.rb
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20240709152243_create_good_job_execution_duration.rb
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20240710182529_create_securities.rb
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20240710182728_create_security_prices.rb
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20240710184048_create_account_trades.rb
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20240710184249_create_account_holdings.rb
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20240717113535_remove_default_from_account_balance.rb
…
20240725163339_add_last_synced_at_to_family.rb
…
20240731191344_change_primary_identifier_for_security.rb
…
20240807153618_add_currency_field_to_trade.rb
…
20240813170608_fix_invalid_accountable_data.rb
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20240815125404_create_issues.rb
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20240815190722_remove_warnings_from_sync.rb
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20240816071555_add_col_sep_to_imports.rb
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20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb
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20240822174006_create_addresses.rb
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20240822180845_add_property_attributes.rb
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20240823125526_add_details_to_vehicle.rb
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20240911143158_add_last_synced_at_institution.rb
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20240921170426_change_import_owner.rb
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20240925112218_add_import_types.rb
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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
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20241003163448_create_sessions.rb
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20241007211438_add_billing_to_families.rb
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20241008122449_add_debt_account_views.rb
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20241009132959_add_notes_to_entry.rb
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20241009214601_add_super_admin_to_users.rb
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20241017162347_create_impersonation_sessions.rb
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20241017162536_create_impersonation_session_logs.rb
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20241017204250_add_accounts_indexes.rb
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20241018201653_add_account_mode.rb
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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
…
20241022221544_add_onboarding_fields.rb
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20241023195438_add_stock_exchange_reference.rb
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20241024142537_add_subscription_timestamp_to_session.rb
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20241025174650_add_mic_to_securities.rb
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20241025182612_add_search_vector_to_securities.rb
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20241029125406_add_reference_to_security_prices.rb
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20241029184115_remove_prices_missing_issue.rb
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20241029234028_remove_search_vector.rb
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20241030121302_fix_not_null_stock_exchange_data.rb
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20241030151105_remove_account_mode.rb
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20241030222235_create_invitations.rb
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20241106193743_add_plaid_domain.rb
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20241108150422_add_unique_email_index_to_invitations.rb
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20241114164118_add_products_to_plaid_item.rb
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20241122183828_change_loan_interest_rate_precision.rb.rb
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20241126211249_add_logo_url_to_security.rb
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20241204235400_add_balance_components.rb
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20241207002408_add_family_timezone.rb
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20241212141453_add_merchant_logo.rb
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20241217141716_add_enrichment_setting.rb
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20241218132503_add_enriched_name_field.rb
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20241219151540_add_region_to_plaid_item.rb
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20241219174803_add_parent_category.rb
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20241227142333_add_error_trace_to_syncs.rb
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20241231140709_reverse_transfer_relations.rb
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20250108182147_create_budgets.rb
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20250108200055_create_budget_categories.rb
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20250110012347_category_classification.rb
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20250120210449_align_transfer_cascade_behavior.rb
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20250124224316_create_rejected_transfers.rb
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20250128203303_store_transaction_filters_in_session.rb
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20250130191533_add_email_confirmation_to_users.rb
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20250130214500_remove_email_confirmation_sent_at_from_users.rb
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20250131171943_remove_email_confirmation_token_from_users.rb
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20250206003115_remove_import_status_enum.rb
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20250206141452_add_institution_details_to_plaid_items.rb
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20250206151825_add_mfa_fields_to_users.rb
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20250206204404_add_constraints_to_account_holdings.rb
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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
20260109220800_create_sophtron_items_and_accounts.rb
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
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
feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)
2026-06-08 21:35:12 +02:00
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
fix(recurring): make account-scoping migration resilient to legacy duplicates (#1623)
2026-05-02 12:55:44 +02:00
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
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
20260410100000_add_enabled_currencies_to_families.rb
feat: add currency management for families with enabled currencies (#1419)
2026-04-13 19:53:04 +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_exchange_rate_pairs.rb
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
20260428120000_change_postal_code_to_string_in_addresses.rb
fix: change postal_code column from integer to string (#1585)
2026-04-29 15:30:04 +02:00
20260429120000_add_destination_account_id_to_recurring_transactions.rb
feat(recurring): allow marking transfers as recurring (#895) (#1589)
2026-05-12 00:37:47 +02:00
20260501142000_create_webauthn_credentials.rb
feat(auth): add WebAuthn MFA credentials (#1628)
2026-05-03 22:13:28 +02:00
20260502000000_add_source_row_number_to_import_rows.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
20260502120000_fix_sophtron_schema_drift.rb
Fix Sophtron schema drift
2026-05-02 10:02:42 +00:00
20260503180000_rehash_plaintext_mfa_backup_codes.rb
fix(auth): hash MFA backup codes (#1629)
2026-05-05 01:20:57 +02:00
20260505010000_create_brex_items_and_accounts.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
20260505120000_create_account_statements.rb
feat(statements): add account statement vault (#1753)
2026-05-13 21:05:11 +02:00
20260507120000_add_sophtron_connection_state.rb
[codex] Complete Sophtron account mapping (#1698)
2026-05-08 15:15:23 +02:00
20260508120000_add_manual_sync_to_sophtron_items.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
20260508130000_add_manual_sync_to_sophtron_accounts.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
20260510120000_add_last_sync_all_attempted_at_to_families.rb
Bank Sync cleanup (#1710)
2026-05-10 22:13:57 +02:00
20260511090000_create_kraken_items_and_accounts.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
20260511100000_create_goals.rb
feat(goals): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
20260512210600_create_ibkr_items_and_accounts.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
20260512211000_add_extra_to_trades.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
20260512211200_add_raw_equity_summary_payload_to_ibkr_accounts.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
20260513013000_create_import_sessions.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
20260513120000_add_account_statement_to_imports.rb
refactor(imports): back PDF imports with statements (#1786)
2026-05-30 00:22:25 +02:00
20260514120002_add_pledge_id_index_to_transactions.rb
feat(goals): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
20260517122500_create_debug_log_entries.rb
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
20260519092118_rename_beta_features_enabled_preference.rb
refactor: rename beta features gate to preview features (#1837)
2026-05-19 14:41:02 +02:00
20260519100000_add_sure_import_verification_to_imports.rb
feat(imports): verify Sure NDJSON import readback (#1869)
2026-05-20 21:35:22 +02:00
20260522120000_create_akahu_items_and_accounts.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
20260522121000_remove_legacy_recurring_transactions_family_unique_index.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
20260525120000_add_anthropic_cache_tokens_to_llm_usages.rb
feat(ai): Anthropic batch ops + LLM cost ledger (2/5) (#1984)
2026-06-01 22:00:48 +02:00
20260525121841_add_raw_balances_payload_to_snaptrade_accounts.rb
fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)
2026-05-30 23:29:37 +02:00
20260525202505_add_merchant_columns_to_import_rows.rb
feat(merchants): add raw data import (csv) for merchants (#1992)
2026-06-06 16:33:32 +02:00
20260531153000_add_transfer_match_lookup_index_to_entries.rb
perf(transfers): narrow auto-transfer candidate search (#2080)
2026-06-01 22:02:01 +02:00
20260531213000_add_disabled_at_to_accounts.rb
fix(balance-sheet): preserve disabled-account net worth history (#1730)
2026-06-04 22:11:51 +02:00
20260601120000_ensure_vector_store_chunks_for_default_pgvector.rb
feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)
2026-06-08 21:35:12 +02:00
20260604000000_add_fees_to_transfers.rb
resloved issues raised by ai chatbot
2026-06-05 11:06:13 +00:00
20260606000000_add_cascade_to_rejected_transfers_foreign_keys.rb
Add ON DELETE CASCADE to rejected_transfers foreign keys (#2211)
2026-06-16 17:22:59 +02:00
20260607071000_tighten_transfer_match_lookup_index.rb
perf(sync): scope transfer matching after account sync (#2230)
2026-06-11 14:39:36 +02:00
20260608160000_add_investment_totals_lookup_index_to_entries.rb
perf(dashboard): streamline investment activity totals (#2257)
2026-06-18 20:18:18 +02:00
20260611120000_add_syncs_distinct_on_index.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
20260617120000_create_up_items_and_accounts.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
20260618120000_create_wise_items_and_accounts.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
20260621000000_add_exclude_from_reports_to_accounts.rb
Fix migration: add missing add_column, keep schema on 7.2 with minimal diff
2026-06-28 16:46:39 +00:00
20260622212404_create_trading212_items_and_accounts.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
20260622224653_add_api_secret_to_trading212_items.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
20260625120000_add_allocation_to_goal_accounts.rb
feat(goals): earmark a portion of an account toward a goal (Phase 1) (#2490)
2026-06-30 06:55:29 +02:00
20260625130000_add_progress_basis_to_goals.rb
feat(goals): investment-backed goals (Phase 2) (#2491)
2026-06-30 07:26:23 +02:00
20260625180417_create_questrade_items_and_accounts.rb
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
20260625230639_add_oauth_device_flow_to_snaptrade_items.rb
Add SnapTrade OAuth device flow (#2494)
2026-06-27 06:43:12 +02:00
20260627000000_create_notification_deliveries.rb
Add send_email_notification rule action (#2527)
2026-07-17 23:00:18 +02:00
20260627003348_add_raw_balances_payload_to_questrade_accounts.rb
feat(provider): add native Questrade brokerage provider integration (#2534)
2026-07-08 09:00:49 +02:00
20260627101954_add_balance_reversal_to_enable_banking_accounts.rb
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
20260628171409_add_amount_to_transfers.rb
fix: prevent AddAmountToTransfers migration aborting on legacy transfer data (#2795)
2026-07-26 01:54:49 +02:00
20260628171431_add_transfer_id_to_transactions.rb
Store fees as separate expense transactions with principal-only entries
2026-06-28 18:39:28 +00:00
20260628200000_remove_fee_amounts_from_transfers.rb
Fix fee display consistency, derive fees from entries, clean schema churn
2026-06-28 19:47:53 +00:00
20260701120000_create_insights.rb
feat(insights): proactive financial intelligence feed (#2550)
2026-07-14 02:19:39 +02:00
20260708000000_add_enable_category_matcher_to_accounts.rb
Add per-account toggle to disable automatic transaction categorization (#2636)
2026-07-17 07:22:50 +02:00
20260710120000_mark_legacy_snaptrade_items_requiring_update.rb
feat(snaptrade): replace device-flow OAuth with authorization-code + PKCE flow (#2747)
2026-07-24 22:45:44 +02:00
20260713090000_add_facts_to_insights.rb
feat(insights): proactive financial intelligence feed (#2550)
2026-07-14 02:19:39 +02:00
20260714120000_add_cancel_requested_at_to_syncs.rb
feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)
2026-07-17 06:57:54 +02:00
20260718000000_add_avm_provider_to_properties.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
20260719000000_create_provider_request_counts.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
20260719000001_add_avm_provider_check_to_properties.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
20260719000002_add_avm_sync_index_to_properties.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
20260725000000_create_redbark_items_and_accounts.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
20260727111051_add_last_used_at_to_categories.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
20260727120000_add_family_name_index_to_tags_and_categories.rb
feat(mcp): add pagination to get_tags and get_categories tools (#2492)
2026-08-12 23:55:05 +02:00
20260809000000_add_import_all_history_to_wise_items.rb
Fix wise imports only 90 days history on initial setup (#2998)
2026-08-11 23:21:08 +02:00