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Juan José Mata 868a0ae4d8 Add family moniker selection and dynamic UI labels (#981) 
* Add family moniker selection and dynamic UI labels

Introduce a Family moniker persisted in the database with allowed values Family/Group, add required onboarding selection for it, and thread moniker-aware copy through key user-facing views and locales. Also add helper methods and tests for onboarding form presence and family moniker behavior.

* Small copy edits/change moniker question order

* Conditional Group/Family onboarding flow fixes

* Fix label

* Grouping of fields

* Profile Info page Group/Family changes

* Only admins can change Group/Family moniker

* Repetitive defaults

* Moniker in Account model

* Moniker in User model

* Auth fix

* Sure product is also a moniker

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-13 19:30:29 +01:00
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20240201183314_enable_uuid.rb
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20240201184038_create_families.rb
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20240201184212_create_users.rb
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20240202015428_create_accounts.rb
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20240202191425_create_account_loans.rb
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20240202191746_add_accountable_to_account.rb
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20240202192214_create_account_depositories.rb
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20240202192231_create_account_credits.rb
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20240202192238_create_account_investments.rb
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20240202192312_create_account_properties.rb
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20240202192319_create_account_vehicles.rb
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20240202192327_create_account_other_assets.rb
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20240202192333_create_account_other_liabilities.rb
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20240202230325_create_invite_codes.rb
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20240203030754_remove_type_from_accounts.rb
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20240203050018_add_token_index_to_invite_codes.rb
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20240206031739_replace_money_field.rb
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20240209153232_add_currency_to_families.rb
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20240209174912_redo_money_storage.rb
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20240209200519_create_currencies.rb
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20240209200924_create_exchange_rates.rb
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20240210155058_create_good_jobs.rb
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20240212150110_create_account_balances.rb
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20240215201527_create_valuations.rb
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20240221004818_remove_valuation_type.rb
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20240222144849_add_status_to_account.rb
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20240223162105_create_transactions.rb
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20240227142457_rename_account_balance.rb
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20240302145715_add_classification_to_accounts.rb
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20240306193345_add_is_active_to_account.rb
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20240307082827_create_transaction_categories.rb
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20240308121431_remove_currency_table.rb
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20240308214956_add_notes_and_excluded_to_transaction.rb
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20240309180636_add_sync_status_fields_to_account.rb
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20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb
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20240313203622_remove_converted_balance_from_account.rb
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20240319154732_create_account_cryptos.rb
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20240325064211_add_uniq_index_to_users_email.rb
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20240401213443_add_last_sync_date_to_accounts.rb
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20240403192649_add_last_login_at_to_users.rb
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20240404112829_change_transaction_category_delete_behavior.rb
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20240410183531_create_settings.rb
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20240411102931_add_last_seen_upgrade_to_user.rb
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20240425000110_add_role_to_users.rb
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20240426162500_create_active_storage_tables.active_storage.rb
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20240426191312_add_transaction_merchants.rb
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20240430111641_add_active_to_users.rb
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20240502205006_create_imports.rb
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20240520074309_add_admin_role_to_current_users.rb
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20240522133147_create_tags.rb
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20240522151453_create_taggings.rb
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20240524203959_change_account_error_columns_default.rb
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20240612164751_create_institutions.rb
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20240612164944_add_institution_to_accounts.rb
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20240614120946_create_transfers.rb
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20240614121110_add_transfer_fields_to_transaction.rb
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20240619125949_rename_accountable_tables.rb
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20240620114307_rename_categories_table.rb
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20240620122201_rename_merchants_table.rb
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20240620125026_rename_transfer_table.rb
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20240620221801_rename_valuation_table.rb
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20240621212528_rename_transactions_table.rb
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20240624160611_create_account_entries.rb
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20240624161153_migrate_entryables.rb
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20240624164119_remove_old_columns_from_entryables.rb
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20240628104551_move_transfers_association_from_transactions_to_entries.rb
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20240706151026_rename_rate_fields.rb
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20240707130331_create_account_syncs.rb
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20240709113713_create_good_job_execution_error_backtrace.rb
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20240709113714_create_good_job_process_lock_ids.rb
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20240709113715_create_good_job_process_lock_indexes.rb
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20240709152243_create_good_job_execution_duration.rb
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20240710182529_create_securities.rb
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20240710182728_create_security_prices.rb
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20240710184048_create_account_trades.rb
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20240710184249_create_account_holdings.rb
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20240717113535_remove_default_from_account_balance.rb
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20240725163339_add_last_synced_at_to_family.rb
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20240731191344_change_primary_identifier_for_security.rb
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20240807153618_add_currency_field_to_trade.rb
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20240813170608_fix_invalid_accountable_data.rb
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20240815125404_create_issues.rb
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20240815190722_remove_warnings_from_sync.rb
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20240816071555_add_col_sep_to_imports.rb
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20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb
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20240822174006_create_addresses.rb
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20240822180845_add_property_attributes.rb
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20240823125526_add_details_to_vehicle.rb
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20240911143158_add_last_synced_at_institution.rb
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20240921170426_change_import_owner.rb
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20240925112218_add_import_types.rb
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20240925112219_ensure_category_fields_on_import_rows.rb
Feature/pdf import transaction rows (#846)
2026-02-02 16:27:02 +01:00
20240925112220_ensure_category_icon_on_import_rows.rb
Feature/pdf import transaction rows (#846)
2026-02-02 16:27:02 +01:00
20241001181256_add_locale_preference.rb
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20241003163448_create_sessions.rb
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20241007211438_add_billing_to_families.rb
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20241008122449_add_debt_account_views.rb
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20241009132959_add_notes_to_entry.rb
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20241009214601_add_super_admin_to_users.rb
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20241017162347_create_impersonation_sessions.rb
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20241017162536_create_impersonation_session_logs.rb
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20241017204250_add_accounts_indexes.rb
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20241018201653_add_account_mode.rb
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20241022170439_create_stock_exchanges.rb
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20241022192319_fix_user_role_column_type.rb
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20241022221544_add_onboarding_fields.rb
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20241023195438_add_stock_exchange_reference.rb
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20241024142537_add_subscription_timestamp_to_session.rb
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20241025174650_add_mic_to_securities.rb
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20241025182612_add_search_vector_to_securities.rb
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20241029125406_add_reference_to_security_prices.rb
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20241029184115_remove_prices_missing_issue.rb
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20241029234028_remove_search_vector.rb
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20241030121302_fix_not_null_stock_exchange_data.rb
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20241030151105_remove_account_mode.rb
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20241030222235_create_invitations.rb
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20241106193743_add_plaid_domain.rb
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20241108150422_add_unique_email_index_to_invitations.rb
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20241114164118_add_products_to_plaid_item.rb
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20241122183828_change_loan_interest_rate_precision.rb.rb
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20241126211249_add_logo_url_to_security.rb
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20241204235400_add_balance_components.rb
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20241207002408_add_family_timezone.rb
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20241212141453_add_merchant_logo.rb
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20241217141716_add_enrichment_setting.rb
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20241218132503_add_enriched_name_field.rb
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20241219151540_add_region_to_plaid_item.rb
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20241219174803_add_parent_category.rb
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20241227142333_add_error_trace_to_syncs.rb
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20241231140709_reverse_transfer_relations.rb
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20250108182147_create_budgets.rb
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20250108200055_create_budget_categories.rb
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20250110012347_category_classification.rb
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20250120210449_align_transfer_cascade_behavior.rb
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20250124224316_create_rejected_transfers.rb
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20250128203303_store_transaction_filters_in_session.rb
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20250130191533_add_email_confirmation_to_users.rb
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20250130214500_remove_email_confirmation_sent_at_from_users.rb
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20250131171943_remove_email_confirmation_token_from_users.rb
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20250206003115_remove_import_status_enum.rb
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20250206141452_add_institution_details_to_plaid_items.rb
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20250206151825_add_mfa_fields_to_users.rb
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20250206204404_add_constraints_to_account_holdings.rb
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20250207011850_add_exchange_operating_mic_to_securities.rb
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20250207014022_add_number_format_to_imports.rb
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20250207194638_adjust_securities_indexes.rb
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20250211161238_make_ticker_not_null.rb
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20250212163624_add_status_to_plaid_items.rb
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20250212213301_add_user_sidebar_preference.rb
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20250220153958_update_imports_for_operating_mic_v2.rb
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20250220200735_add_default_lucide_icon_to_categories.rb
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20250303141007_add_optional_account_for_import.rb
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20250304140435_add_default_period_to_users.rb
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20250304200956_add_signage_type_to_imports.rb
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20250315191233_remove_ticker_from_security_prices.rb
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20250316103753_remove_issues.rb
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20250316122019_security_price_unique_index.rb
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20250318212559_remove_good_job.rb
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20250319145426_remove_self_host_upgrades.rb
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20250319212839_create_ai_chats.rb
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20250405210514_add_initial_balance_field.rb
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20250410144939_add_theme_to_users.rb
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20250411140604_add_parent_syncs.rb
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20250413141446_table_renames.rb
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20250416235317_add_rules_engine.rb
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20250416235420_add_data_enrichments.rb
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20250416235758_merchant_and_category_enrichment.rb
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20250429021255_add_name_to_rules.rb
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20250501172430_add_user_goals.rb
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20250502164951_create_subscriptions.rb
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20250509182903_dynamic_last_synced.rb
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20250512171654_update_sync_timestamps.rb
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20250513122703_add_uniqueness_to_subscriptions.rb
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20250514214242_add_metadata_to_session.rb
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20250516180846_remove_stock_exchanges.rb
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20250518181619_add_auto_sync_preference_to_family.rb
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20250521112347_add_security_resolver_fields.rb
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20250522201031_stronger_unique_index_on_security.rb
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20250523131455_add_raw_payloads_to_plaid_accounts.rb
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20250605031616_add_index_to_sync_status.rb
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20250610181219_add_sync_timestamps_to_family.rb
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20250612150749_create_doorkeeper_tables.rb
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20250612154522_fix_doorkeeper_resource_owner_id_for_uuid.rb
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20250613002027_create_api_keys.rb
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20250613100842_add_display_key_to_api_keys.rb
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20250613101036_remove_key_from_api_keys.rb
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20250613101051_remove_key_index_from_api_keys.rb
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20250613152743_fix_doorkeeper_access_grants_resource_owner_id_for_uuid.rb
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20250616183654_add_kind_to_transactions.rb
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20250618104425_add_source_to_api_keys.rb
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20250618110104_create_mobile_devices.rb
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20250618110736_add_owner_to_oauth_applications.rb
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20250618120703_add_oauth_application_to_mobile_devices.rb
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20250620204550_update_excluded_transactions_to_one_time.rb
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20250623162207_update_outdated_timezones.rb
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20250701161640_add_account_status.rb
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20250702173231_fix_mobile_devices_unique_constraint.rb
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20250710225721_add_valuation_kind.rb
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20250718120146_add_indexes_to_core_models.rb
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20250719121103_add_start_end_columns_to_balances.rb
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20250724115507_create_family_exports.rb
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20250731134449_add_default_account_order_to_users.rb
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20250806155348_increase_trade_price_precision.rb
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20250807143728_create_simplefin_items.rb
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20250807143819_create_simplefin_accounts.rb
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20250807144230_add_simplefin_account_id_to_accounts.rb
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20250807144857_add_external_id_to_transactions.rb
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20250807163541_add_pending_account_setup_to_simplefin_items.rb
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20250807170943_add_subtype_to_accountables.rb
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20250808141424_add_balance_date_to_simplefin_accounts.rb
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20250808143007_add_extra_simplefin_account_fields.rb
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20250813144520_add_institution_fields_to_simplefin_items.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901004029_add_sync_start_date_to_simplefin_items.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901005519_add_sync_stats_to_syncs.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901182423_add_raw_holdings_payload_to_simplefin_accounts.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250901183328_add_external_id_and_cost_basis_to_holdings.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250903010617_add_unique_index_to_holdings_external_id.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20250903015009_fix_holdings_cost_basis_and_external_id_constraints.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
20251022144638_create_llm_usages.rb
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
20251022151319_allow_null_estimated_cost_in_llm_usages.rb
LLM cost estimation (#223)
2025-10-24 00:08:59 +02:00
20251024083624_create_oidc_identities.rb
Add OpenID Connect login support (#77)
2025-10-24 16:07:45 +02:00
20251025095800_relax_simplefin_item_institution_constraints.rb
Simplefin sync improvements (#240)
2025-10-26 15:50:45 +01:00
20251027085448_create_account_providers.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027085614_migrate_account_providers_data.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027110502_add_external_id_and_source_to_entries.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027110609_add_provider_merchant_id_index_to_merchants.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251027141735_add_account_provider_to_holdings.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028104241_fix_account_providers_indexes.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028104851_backfill_entries_external_id_from_plaid_id.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028104916_update_entries_external_id_index.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251028174016_remove_duplicate_holdings_index.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
20251029135200_create_lunchflow_items.rb
Lunchflow integration (#259)
2025-10-30 14:07:16 +01:00
20251029135300_create_lunchflow_accounts.rb
Lunchflow integration (#259)
2025-10-30 14:07:16 +01:00
20251029190000_add_extra_to_transactions.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251030140000_add_ui_layout_to_users.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
20251030172500_add_cascade_on_account_deletes.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251031132654_create_recurring_transactions.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
20251102143510_remove_duplicate_account_providers_index.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251103185320_drop_was_merged_from_transactions.rb
Address remaining CodeRabbit comments from PR #267 #351 (#451)
2025-12-15 09:47:16 +01:00
20251104000100_add_unique_index_on_simplefin_accounts.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251110103641_add_name_to_recurring_transactions.rb
Reccuring transactions pattern fix (#308)
2025-11-10 12:02:43 +01:00
20251110143516_add_manual_and_amount_variance_to_recurring_transactions.rb
Add support for manual recurring transaction creation (#311)
2025-11-14 00:31:12 +01:00
20251111084519_remove_orphaned_lunchflow_accounts.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
20251111094448_migrate_dynamic_fields_to_individual_entries.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
20251115194500_allow_null_merchant_id_on_recurring_transactions.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
20251116010421_add_institution_fields_to_accounts.rb
Add instituion details & notes to Account model (#481)
2025-12-24 00:59:50 +01:00
20251118000000_add_rule_fields_to_import_rows.rb
Add rules import/export support (#424)
2025-12-07 13:20:54 +01:00
20251119122856_add_preferences_to_users.rb
Initial implementation of collapsible sections and re-order feature (#355)
2025-11-26 17:51:38 +01:00
20251121120028_add_credentials_to_lunchflow_items.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
20251121140453_migrate_global_lunchflow_credentials_to_families.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
20251124000000_create_rule_runs.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
20251125141213_add_category_to_trades.rb
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
20251126094446_create_enable_banking_items_and_accounts.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
20251201084101_create_eval_tables.rb
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
20251203133213_add_alternative_match_to_eval_results.rb
Small llms improvements (#400)
2025-12-07 18:11:34 +01:00
20251215100443_add_recurring_transactions_disabled_to_families.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
20251217141218_add_hash_columns_for_security.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
20251221060111_create_coinstats_items_and_accounts.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
20251224215026_add_rows_count_to_imports.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
20251226091500_add_amount_type_identifier_value_to_imports.rb
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
20251226205942_add_rows_to_skip_to_imports.rb
Add rows_to_skip config for transaction import
2025-12-27 02:21:28 +03:30
20251228181150_create_flipper_tables.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20251228181429_create_sso_providers.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20251228182113_add_issuer_to_oidc_identities.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20260103170412_create_sso_audit_logs.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
20260105225906_remove_synthfinance_logo_urls.rb
Remove invalid logo.synthfinance.com URLs from merchants table (#553)
2026-01-10 18:51:58 +01:00
20260106152346_add_provisional_to_security_prices.rb
Investment prices fixes (#559)
2026-01-07 16:16:01 +01:00
20260108000000_cleanup_orphaned_currency_balances.rb
FIX providers invalid currency handling (#589)
2026-01-09 11:54:38 +01:00
20260109100000_add_holdings_columns_to_lunchflow_accounts.rb
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
20260109135841_add_website_url_to_securities.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
20260109144012_create_family_merchant_associations.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
20260110120000_add_investment_cashflow_support.rb
Remove exclude_from_cashflow flag and consolidate logic into excluded toggle
2026-01-12 15:35:38 -05:00
20260110180000_add_investment_activity_label_to_transactions.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
20260112011546_add_cost_basis_source_tracking_to_holdings.rb
Add cost basis source tracking with manual override and lock protection (#623)
2026-01-12 14:05:46 +01:00
20260112065106_backfill_cost_basis_source_for_holdings.rb
Add cost basis source tracking with manual override and lock protection (#623)
2026-01-12 14:05:46 +01:00
20260113230414_add_investment_activity_label_to_trades.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
20260114002048_remove_category_from_trades.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
20260115100000_add_entry_protection_flags.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
20260115100001_backfill_entry_protection_flags.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
20260116090336_add_wallet_address_to_coinstats_accounts.rb
feat: Support multiple crypto wallets with same token (#676)
2026-01-18 11:27:09 +01:00
20260116100000_add_pdf_import_support.rb
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
20260117200000_add_tax_treatment_to_cryptos.rb
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
20260119000001_add_provider_security_tracking_to_holdings.rb
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +01:00
20260119005756_create_coinbase_items_and_accounts.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
20260121101345_create_mercury_items_and_accounts.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
20260121173939_create_snaptrade_items_and_accounts.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
20260122115442_add_activities_fetch_pending_to_snaptrade_accounts.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
20260122160000_add_sync_start_date_to_snaptrade_accounts.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
20260123000000_add_cancel_at_period_end_to_subscriptions.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
20260123214127_rename_raw_investments_payload_to_raw_holdings_payload.rb
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
20260124180211_add_locale_to_users.rb
Use browser Accept-Language for login and onboarding locale (#768)
2026-01-24 22:00:41 +01:00
20260127213817_add_month_start_day_to_families.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
20260129200129_add_extracted_data_to_imports.rb
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
20260203204605_refactor_mobile_device_oauth.rb
Add Google Sign-In (SSO) support to Flutter mobile app (#860)
2026-02-06 00:45:11 +01:00
20260205110328_create_indexa_capital_items_and_accounts.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
20260207231945_add_api_token_to_indexa_capital_items.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
20260210120000_remove_flipper_tables.rb
Remove Flipper and replace with ENV-driven FeatureFlags (#957)
2026-02-10 23:30:45 +01:00
20260211101500_add_moniker_to_families.rb
Add family moniker selection and dynamic UI labels (#981)
2026-02-13 19:30:29 +01:00
20260211120001_add_vector_store_support.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00