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7d2d012e3c894f2df56425e2eefb09bc4acdf6ef
sure/app/models
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LPW d98711d4ea Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760) 
* refactor: rename `raw_investments_payload` to `raw_holdings_payload`

- Update references and models to use consistent naming.
- Adjust migrations, tests, and encryption setup accordingly.

* fix: improve safety when accessing raw_holdings_payload keys

- Use `dig` with safe navigation to prevent potential nil errors.
- Add support for decryption from the old column name `raw_investments_payload`.
- Adjust related methods and calculations for consistency.

---------

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-24 11:16:26 +01:00
..
account
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +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
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
coinbase_account
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_account
Add (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
Initial security fixes (#461)
2026-01-23 22:05:28 +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
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
holding
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
import
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
income_statement
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +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
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
merchant
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
mercury_account
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_entry
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_item
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
plaid_account
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
provider
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +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
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +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
Move money market tickers and patterns to configuration (#712)
2026-01-20 07:44:12 +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
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
snaptrade_account
Fix locale mismatch and add option activity type mappings (#743)
2026-01-23 00:28:17 +01:00
snaptrade_item
Add SnapTrade connection management UI for freeing up connection slots (#747)
2026-01-23 08:55:34 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
transfer
Centralize investment_contributions_category logic and update references for streamlined handling.
2026-01-20 17:51:36 -05:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_import.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
account_order.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
application_record.rb
…
assistant_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
assistant.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
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
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
budget_category.rb
Allow subcategories to inherit parent budget without individual limits (#579)
2026-01-21 22:10:15 +01:00
budget.rb
Fix budget navigation to allow selecting previous months
2025-07-23 18:26:04 -04:00
category_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
category.rb
Centralize investment_contributions category handling using i18n key and streamline related references.
2026-01-20 17:36:56 -05:00
chat.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.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
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
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
current.rb
…
data_enrichment.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
developer_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
enable_banking_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
enable_banking_item.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +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
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +01:00
family.rb
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
holding.rb
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +01:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import.rb
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +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
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
lunchflow_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
lunchflow_item.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +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
…
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
mercury_account.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_item.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
oidc_identity.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
period.rb
New "last month" period and clarify "30D" label
2025-11-27 10:59:33 +01:00
plaid_account.rb
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
plaid_item.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
recurring_transaction.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
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
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +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
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
setting.rb
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +01:00
simplefin_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
simplefin_item.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
snaptrade_account.rb
Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741)
2026-01-22 22:19:44 +01:00
snaptrade_item.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +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
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tagging.rb
…
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
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
feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)
2026-01-20 00:01:55 +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
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
transfer.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
user.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00