Juan José Mata 81cdccb768 [codex] Complete Sophtron account mapping (#1698) ...

* Complete Sophtron account mapping

* Clarify Sophtron login challenge flow

* Add Sophtron connection UI timeout

* Treat Sophtron timeout jobs as failed

* Reset failed Sophtron connection state

* Handle stale Sophtron connection jobs

* Advance Sophtron polling timeout

* Shorten Sophtron connection timeout

* Fix Sophtron modal polling updates

* Stabilize Sophtron MFA polling

* Give Sophtron OTP challenges more time

* Clarify Sophtron institution login failures

* Extend Sophtron polling during login progress

* Probe Sophtron accounts after completed MFA step

* Align Sophtron dialogs with design system

* Start Sophtron initial load after linking accounts

* Fix Sophtron initial transaction load

* Fail Sophtron sync without institution connection

* Fix tests

* Wrap Sophtron account linking in transaction

* Wrap Sophtron provider responses

* Fix Sophtron MFA security tests

* Guard Sophtron MFA challenge arrays

* Respect Sophtron initial load window

* Use unique Sophtron MFA answer field ids

* Address Sophtron review follow-ups

* Fix Sophtron transaction sync refresh

* Avoid blocking Sophtron refresh polling

* Move Sophtron account helpers to model

* Keep Sophtron grouping provider-level

* Start new Sophtron institution links

* Isolate Sophtron institution connections

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

2026-05-08 15:15:23 +02:00

..

admin

Administer invitations in /admin/users (#1185)

2026-03-14 11:32:33 +01:00

api/v1

feat(api): expose provider connection health (#1636)

2026-05-07 00:42:32 +02:00

category

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concerns

feat(api): expose securities and price history (#1642)

2026-05-05 01:08:43 +02:00

import

QIF imports: Add date format auto-detection and manual override (#1368)

2026-04-05 09:27:24 +02:00

settings

feat(auth): add WebAuthn MFA credentials (#1628)

2026-05-03 22:13:28 +02:00

tag

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transactions

Added ability to bulk-edit transaction names for multiple selected transactions (#1553)

2026-04-29 18:35:00 +02:00

account_sharings_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

accountable_sparklines_controller.rb

perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar (#1683)

2026-05-07 17:31:16 +02:00

accounts_controller.rb

perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar (#1683)

2026-05-07 17:31:16 +02:00

application_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

archived_exports_controller.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

binance_items_controller.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

budget_categories_controller.rb

fix(budgets): stop auto-matched transfers leaking into category cards (#1059) (#1588)

2026-05-01 00:59:48 +02:00

budgets_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

categories_controller.rb

Make categories global (#1160)

2026-03-11 15:54:01 +01:00

chats_controller.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

coinbase_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

coinstats_items_controller.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

cookie_sessions_controller.rb

…

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

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

exchange_rates_controller.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

family_exports_controller.rb

Fix export polling missing template error (#796) (#721)

2026-02-25 17:09:51 -05:00

family_merchants_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

holdings_controller.rb

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

impersonation_sessions_controller.rb

…

imports_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

indexa_capital_items_controller.rb

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

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

Add default family selection for invite-only onboarding mode (#1174)

2026-03-10 18:12:53 +01:00

loans_controller.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +02:00

lookbooks_controller.rb

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lunchflow_items_controller.rb

Missing translation fallback for account subtypes (#1325)

2026-03-31 17:22:49 +02:00

mcp_controller.rb

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

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

mercury_items_controller.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

messages_controller.rb

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mfa_controller.rb

fix(auth): hash MFA backup codes (#1629)

2026-05-05 01:20:57 +02:00

oidc_accounts_controller.rb

Check for pending invitations before creating new Family during SSO log in/sign up (#1171)

2026-03-10 13:38:42 +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

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

password_resets_controller.rb

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passwords_controller.rb

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pending_duplicate_merges_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

plaid_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

properties_controller.rb

fix: currency being ignored for properties (#1556)

2026-04-29 13:47:32 +02:00

recurring_transactions_controller.rb

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

registrations_controller.rb

Fix invite code being consumed on failed registration in invite-only mode (#1576)

2026-04-29 18:54:23 +02:00

reports_controller.rb

Investments currency fix (#1436)

2026-04-11 15:09:59 +02:00

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

Check for pending invitations before creating new Family during SSO log in/sign up (#1171)

2026-03-10 13:38:42 +01:00

simplefin_items_controller.rb

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)

2026-04-18 09:50:34 +02:00

snaptrade_items_controller.rb

fix: send first-time SnapTrade users to connect flow (#1613)

2026-05-03 10:28:31 +02:00

sophtron_items_controller.rb

[codex] Complete Sophtron account mapping (#1698)

2026-05-08 15:15:23 +02:00

splits_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

subscriptions_controller.rb

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

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

tags_controller.rb

…

trades_controller.rb

Record dividends and interest as Trades in investment accounts (#1311)

2026-03-29 10:08:54 +02:00

transaction_attachments_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

transaction_categories_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

transactions_controller.rb

fix(transactions): Ignore blank date in entry params (#1688)

2026-05-06 20:27:18 +02:00

transfer_matches_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

transfers_controller.rb

fix(transfers): Set accounts when rendering new form after conversion or argument errors (#1561)

2026-04-27 15:10:27 +02:00

users_controller.rb

feat: add currency management for families with enabled currencies (#1419)

2026-04-13 19:53:04 +02:00

valuations_controller.rb

feat(entries): Add amount validation and robustify monetizable concern (#1680)

2026-05-05 20:07:40 +02:00

vehicles_controller.rb

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webhooks_controller.rb

security: sanitize exception messages in v1 API responses (FIX-11) (#1521)

2026-04-19 18:38:23 +02:00