QT/sure
1
0
Fork 0
mirror of https://github.com/we-promise/sure.git synced 2026-04-07 22:34:47 +00:00
Code Issues Packages Projects Releases Wiki Activity
Files
787e04f4fe2eea30c546fcb254ac8dbece5208cf
sure/test/models
History
eureka928 787e04f4fe Fix budget category totals to net refunds against expenses 
Budget spending calculations now subtract refunds (negative transactions
classified as income) from expense totals in the same category. Previously,
refunds were excluded entirely, causing budgets to show gross spending
instead of net spending.

Fixes #314
2026-01-29 13:49:49 +01:00
..
account
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
balance
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
coinstats_account
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_entry
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
concerns
FIX providers invalid currency handling (#589)
2026-01-09 11:54:38 +01:00
eval
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
exchange_rate
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
family
Hide contribution payments from demo user(s) (#738)
2026-01-23 12:35:49 +01:00
holding
Add cost basis source tracking with manual override and lock protection (#623)
2026-01-12 14:05:46 +01:00
lunchflow_account/investments
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
lunchflow_entry
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
lunchflow_item
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
plaid_account
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
plaid_entry
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item
Increase specificity of filter when fetching Plaid liabilities
2025-05-24 19:16:55 -04:00
provider
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
recurring_transaction
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
rule
FR: Add transaction type as rule condition option (#790)
2026-01-26 16:53:05 +01:00
security
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
simplefin
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
simplefin_account
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)
2026-01-10 17:24:23 +01:00
simplefin_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
simplefin_item
Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)
2026-01-08 11:44:38 +01:00
snaptrade_account
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
transaction
fix: Handle uncategorized transactions filter correctly (#802)
2026-01-27 12:28:33 +01:00
transfer
Refactor Investment Contributions category handling to use a centralized constant and streamline related logic.
2026-01-20 17:18:49 -05:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_import_test.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
account_provider_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account_simplefin_creation_test.rb
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
account_test.rb
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
address_test.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key_test.rb
Fix linting issues and update API key test for source validation
2025-06-18 08:28:32 -05:00
assistant_message_test.rb
feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)
2025-05-27 05:04:58 -05:00
assistant_test.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
balance_sheet_test.rb
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
budget_category_test.rb
Allow subcategories to inherit parent budget without individual limits (#579)
2026-01-21 22:10:15 +01:00
budget_test.rb
Fix budget category totals to net refunds against expenses
2026-01-29 13:49:49 +01:00
category_import_test.rb
Handle missing category import headers and accept name* (#487)
2025-12-22 20:41:37 +01:00
category_test.rb
Ensure Consistent Category Colors (#1722)
2025-01-30 16:49:31 -05:00
chat_test.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
coinbase_account_test.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item_test.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_account_test.rb
feat: Support multiple crypto wallets with same token (#676)
2026-01-18 11:27:09 +01:00
coinstats_item_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
crypto_test.rb
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
current_test.rb
…
developer_message_test.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
exchange_rate_test.rb
Market data sync refinements (#2252)
2025-05-16 14:17:56 -04:00
family_export_test.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_test.rb
FIX merchant regression (#659)
2026-01-15 13:14:10 +01:00
holding_test.rb
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +01:00
impersonation_session_test.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
import_encoding_test.rb
Reports print functionality (#622)
2026-01-12 14:40:30 +01:00
income_statement_test.rb
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
investment_test.rb
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
invite_code_test.rb
…
loan_test.rb
…
market_data_importer_test.rb
Provider investment fixes (#600)
2026-01-10 15:43:07 +01:00
mercury_item_test.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mobile_device_test.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
oidc_identity_test.rb
Eliminate code duplication in OIDC identity creation (#230)
2025-10-25 22:23:28 +02:00
period_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
plaid_item_test.rb
Lunch flow improvements (#268)
2025-10-31 13:29:44 +01:00
provider_test.rb
Use faraday retry, move retry logic to concrete provider level (#2042)
2025-04-01 08:41:49 -04:00
recurring_transaction_test.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule_import_test.rb
Add rules import/export support (#424)
2025-12-07 13:20:54 +01:00
rule_test.rb
Implement Run all rules (#582)
2026-01-08 15:20:14 +01:00
security_test.rb
Handle case sensitive values when creating securities
2025-05-08 14:31:43 -04:00
setting_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
simplefin_account_processor_test.rb
Add test for dormant credit cards with zero balance and adjust processor logic (#630)
2026-01-13 09:32:05 +01:00
simplefin_account_test.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
simplefin_item_dedupe_test.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
simplefin_item_test.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
snaptrade_account_processor_test.rb
Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)
2026-01-23 00:27:00 +01:00
snaptrade_account_test.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
snaptrade_data_helpers_test.rb
Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)
2026-01-23 00:27:00 +01:00
snaptrade_item_test.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
sso_provider_test.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
subscription_test.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
sync_test.rb
Handle duplicate sync jobs
2025-05-24 17:58:17 -04:00
tag_test.rb
…
trade_import_test.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
trade_test.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction_import_test.rb
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
transaction_test.rb
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
transfer_test.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend_test.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message_test.rb
feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)
2025-05-27 05:04:58 -05:00
user_test.rb
Make first user of instance automatically super_admin (#655)
2026-01-16 21:27:55 +01:00