Juan José Mata 0eedd533bb Generalize from PDF import to just files

2026-02-11 17:56:49 +00:00

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admin

Add support for displaying and managing legacy SSO providers (#628)

2026-01-13 09:37:19 +01:00

api/v1

Add REST API for holdings and trades (Discussion #905) (#918)

2026-02-08 11:22:32 +01:00

category

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concerns

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

import

Feature/pdf import transaction rows (#846)

2026-02-02 16:27:02 +01:00

settings

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

tag

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transactions

fix: Preserve tags on bulk edits (take 3) (#889)

2026-02-06 14:11:46 +01:00

accountable_sparklines_controller.rb

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accounts_controller.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

application_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

budget_categories_controller.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

budgets_controller.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

categories_controller.rb

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chats_controller.rb

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coinbase_items_controller.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinstats_items_controller.rb

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cookie_sessions_controller.rb

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credit_cards_controller.rb

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cryptos_controller.rb

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

2026-01-19 15:44:49 +01:00

currencies_controller.rb

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current_sessions_controller.rb

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depositories_controller.rb

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email_confirmations_controller.rb

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enable_banking_items_controller.rb

Remove "contact support" text

2026-01-18 08:13:29 +00:00

family_exports_controller.rb

feat(settings): add pagination to imports and exports pages (#598)

2026-01-20 00:11:22 +01:00

family_merchants_controller.rb

Family merchant logo (#660)

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

holdings_controller.rb

Add security remapping for holdings with sync protection (#692)

2026-01-23 12:54:55 +01:00

impersonation_sessions_controller.rb

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imports_controller.rb

Generalize from PDF import to just files

2026-02-11 17:56:49 +00:00

indexa_capital_items_controller.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

investments_controller.rb

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invitations_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

invite_codes_controller.rb

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loans_controller.rb

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lookbooks_controller.rb

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lunchflow_items_controller.rb

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

mercury_items_controller.rb

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

messages_controller.rb

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mfa_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

oidc_accounts_controller.rb

Fix OIDC household invitation (issue #900) (#904)

2026-02-06 16:14:42 +01:00

onboardings_controller.rb

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other_assets_controller.rb

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other_liabilities_controller.rb

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pages_controller.rb

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

password_resets_controller.rb

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passwords_controller.rb

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plaid_items_controller.rb

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properties_controller.rb

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recurring_transactions_controller.rb

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registrations_controller.rb

Make first user of instance automatically super_admin (#655)

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

reports_controller.rb

feat: Add category icons in report table

2026-01-21 22:07:14 +01:00

rules_controller.rb

Use i18n for AI cache reset strings

2026-01-26 09:49:05 +01:00

securities_controller.rb

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

2026-01-19 15:49:51 +01:00

sessions_controller.rb

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

simplefin_items_controller.rb

Add stale SimpleFin account detection and improve unlink cleanup (#574)

2026-01-08 15:38:13 +01:00

snaptrade_items_controller.rb

Add "Link to existing" option in SnapTrade Setup Accounts modal (#935)

2026-02-08 10:30:46 +01:00

subscriptions_controller.rb

Hide contribution payments from demo user(s) (#738)

2026-01-23 12:35:49 +01:00

tags_controller.rb

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trades_controller.rb

Add protection indicator to entries and unlock functionality (#765)

2026-01-24 16:03:23 +01:00

transaction_categories_controller.rb

Fix duplicate category menu IDs for mobile/desktop

2026-01-12 22:08:59 +01:00

transactions_controller.rb

feat: Move upcoming recurring transactions in a dedicated tab (#771)

2026-01-27 12:32:35 +01:00

transfer_matches_controller.rb

Auto-categorize investment contributions across all transfer paths (#924)

2026-02-07 16:41:31 +01:00

transfers_controller.rb

refactor: Use first! for transfer lookup (#837)

2026-01-31 09:50:40 +01:00

users_controller.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

valuations_controller.rb

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vehicles_controller.rb

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webhooks_controller.rb

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