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83ff095edfeca982af7dc8036c53e2c35f3f9882
sure/app/models
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samuelcseto 83ff095edf Fix provider merchant lookup to handle case variations in names 
Problem:
Transactions were silently failing to import when the provider (e.g.,
Lunchflow) returned merchant names with inconsistent casing.

Root cause discovered when:
1. User A connected their account, synced transactions with merchant "JOHN DOE"
2. User A disconnected their account (but ProviderMerchant records persist)
3. User B connected their account
4. User B had a transaction to the same person but provider returned it as
   "John Doe" (different casing)
5. Lookup by (source, name) failed to find existing "JOHN DOE" merchant
6. Tried to create new merchant with same provider_merchant_id (derived from
   MD5 of lowercased name) → unique constraint violation
7. Transaction import failed silently

Impact:
- Missing transactions caused incorrect account balances (showing negative
  when they shouldn't)
- Balance chart displayed incorrect historical data
- Users saw fewer transactions than actually existed in their bank

Solution:
Look up merchants by provider_merchant_id first (the stable, case-insensitive
identifier derived from the normalized merchant name), then fall back to exact
name match for backwards compatibility.
2026-01-09 00:21:22 +01:00
..
account
Fix provider merchant lookup to handle case variations in names
2026-01-09 00:21:22 +01:00
assistant
Providers factory (#250)
2025-10-28 19:32:27 +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
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
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
concerns
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
demo
Make branding configurable (#173)
2025-10-22 19:14:03 +02:00
enable_banking_account
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_entry
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item
fix: Fix Enable Banking sync date determination
2025-11-30 17:58:29 +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 disabled rules executing during automatic sync (#552)
2026-01-07 20:18:17 +01:00
holding
Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)
2025-06-26 16:57:17 -04:00
import
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
income_statement
Separate exclude and one-time transaction handling (#2400)
2025-06-20 17:10:36 -04:00
lunchflow_account
Improvements (#379)
2025-11-25 20:21:29 +01:00
lunchflow_entry
Lunchflow UI fixes (#384)
2025-11-27 15:24:34 +01:00
lunchflow_item
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
plaid_account
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_entry
Pending detection, FX metadata, Pending UI badge. (#374)
2025-12-19 23:24:48 +01:00
plaid_item
Lazy load Plaid link tokens, fix link issues on broadcast (#2302)
2025-05-25 08:12:54 -04:00
provider
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
recurring_transaction
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule
Add transaction details and notes filters to rules engine (#439)
2025-12-11 00:55:55 +01:00
security
Investment prices fixes (#559)
2026-01-07 16:16:01 +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
Fix missing SimpleFIN investment account transactions (#562)
2026-01-07 16:15:28 +01:00
simplefin_entry
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item
Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)
2026-01-08 11:44:38 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +02:00
transaction
Transfer Matching: Larger match date window for manual matching (#514)
2025-12-30 19:06:40 +01:00
transfer
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_import.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
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
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +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
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
application_record.rb
Initial commit
2024-02-02 09:05:04 -06:00
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
fix: Update budget percentage determination method (#440)
2025-12-11 00:14:14 +01:00
budget.rb
Fix budget navigation to allow selecting previous months
2025-07-23 18:26:04 -04:00
category_import.rb
Handle missing category import headers and accept name* (#487)
2025-12-22 20:41:37 +01:00
category.rb
Expand budgeting icon options (#341)
2025-12-12 16:05:53 +01:00
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
coinstats_account.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +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
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
current.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
data_enrichment.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +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 enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
entry_search.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
entry.rb
Providers factory (#250)
2025-10-28 19:32:27 +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.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
holding.rb
Fixed average cost calculation
2025-11-23 20:43:55 +05:30
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
income_statement.rb
Lunchflow integration (#259)
2025-10-30 14:07:16 +01:00
investment.rb
Expand budgeting icon options (#341)
2025-12-12 16:05:53 +01:00
invitation.rb
Fix duplicate invites (#1437)
2024-11-08 09:58:35 -06:00
invite_code.rb
Rubocop updates (#1118)
2024-08-23 10:06:24 -04:00
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
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
lunchflow_item.rb
Improvements (#379)
2025-11-25 20:21:29 +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
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +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
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
mobile_device.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
oidc_identity.rb
Eliminate code duplication in OIDC identity creation (#230)
2025-10-25 22:23:28 +02:00
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
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +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
Add rules import/export support (#424)
2025-12-07 13:20:54 +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
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +02:00
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
setting.rb
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
simplefin_account.rb
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_item.rb
Fix missing SimpleFIN investment account transactions (#562)
2026-01-07 16:15:28 +01:00
subscription.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
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
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_import.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
trade.rb
Centralize entry naming (#2454)
2025-07-10 18:40:38 -04:00
transaction_import.rb
Fix CSV import with no currency (#462)
2025-12-17 18:37:35 +01:00
transaction.rb
Pending detection, FX metadata, Pending UI badge. (#374)
2025-12-19 23:24:48 +01:00
transfer.rb
Transfer Matching: Larger match date window for manual matching (#514)
2025-12-30 19:06:40 +01:00
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
Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)
2026-01-07 20:17:23 +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