Duc-Thomas 7e912c1c93 Fix Investment account subtype not saving on creation (#1039) ...

* Add permitted_accountable_attributes for investments

* Include fields_for for accountable subtype selection

2026-02-23 17:47:49 -05:00

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admin

Add new columns and sorting to admin users list (#1004)

2026-02-16 20:10:14 +01:00

api/v1

Improvements to Flutter client (#1042)

2026-02-22 21:22:32 -05:00

category

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concerns

Skip unnecessary sync when account balance unchanged on update (#1040)

2026-02-21 08:47:31 -06:00

import

PDF ai import (#1006)

2026-02-16 21:11:41 +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

fix: Enable Banking DNS issues and provide better UI sync feedback (#1021)

2026-02-19 21:54:44 +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

Fix crypto subtype for trades api (#1022)

2026-02-19 19:51:42 +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

fix/qol: Add Callback URL the Enable Banking Instructions (#1060)

2026-02-23 17:18:15 -05:00

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

Fix Investment account subtype not saving on creation (#1039)

2026-02-23 17:47:49 -05:00

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

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mcp_controller.rb

Add MCP server endpoint for external AI assistants (#1051)

2026-02-23 09:13:15 -05:00

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

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

rules_controller.rb

fix: Handle empty compound conditions on rules index (#965)

2026-02-13 19:53:24 +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

Expose ui_layout and ai_enabled to mobile clients and add enable_ai endpoint (#983)

2026-02-14 00:39:03 +01:00

simplefin_items_controller.rb

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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

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

transfers_controller.rb

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

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

users_controller.rb

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

valuations_controller.rb

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vehicles_controller.rb

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webhooks_controller.rb

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