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87c12e9db766f03cf4793cbebdae60b8a0fc09d9
sure/db/migrate
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Juan José Mata 30ef253536 Fix pgvector migration to only run when explicitly configured (#1239) 
The migration previously checked only if the pgvector extension was
available on the PostgreSQL server. In production Docker environments
(e.g., managed Postgres services), the extension may be present but the
database user lacks superuser privileges to enable it, causing the
migration to fail.

Now the migration requires VECTOR_STORE_PROVIDER=pgvector to be set
before attempting to enable the extension, matching the application's
own configuration pattern in VectorStore::Registry.

https://claude.ai/code/session_017YYBFXGwamXpGwwDZxe8Pv

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-21 09:24:11 +01:00
..
20240201183314_enable_uuid.rb
Initial commit
2024-02-02 09:05:04 -06:00
20240201184038_create_families.rb
Initial commit
2024-02-02 09:05:04 -06:00
20240201184212_create_users.rb
Initial commit
2024-02-02 09:05:04 -06:00
20240202015428_create_accounts.rb
Initial commit
2024-02-02 09:05:04 -06:00
20240202191425_create_account_loans.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202191746_add_accountable_to_account.rb
Add index
2024-02-03 02:49:24 +00:00
20240202192214_create_account_depositories.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202192231_create_account_credits.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202192238_create_account_investments.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202192312_create_account_properties.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202192319_create_account_vehicles.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202192327_create_account_other_assets.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202192333_create_account_other_liabilities.rb
Rework Account to use delegated types
2024-02-03 02:48:51 +00:00
20240202230325_create_invite_codes.rb
Implement invitation codes
2024-02-02 17:55:27 -06:00
20240203030754_remove_type_from_accounts.rb
Remove account type column
2024-02-03 03:09:54 +00:00
20240203050018_add_token_index_to_invite_codes.rb
Add unique index for invite code tokens (#267)
2024-02-02 23:06:31 -06:00
20240206031739_replace_money_field.rb
Multi-currency support: Money + Currency class improvements (#553)
2024-03-18 11:21:00 -04:00
20240209153232_add_currency_to_families.rb
Multi-currency support (#425)
2024-02-10 16:18:56 -06:00
20240209174912_redo_money_storage.rb
Update database migrations and strengthen db smoke tests (#462)
2024-02-14 19:48:35 -05:00
20240209200519_create_currencies.rb
Multi-currency support (#425)
2024-02-10 16:18:56 -06:00
20240209200924_create_exchange_rates.rb
Multi-currency support (#425)
2024-02-10 16:18:56 -06:00
20240210155058_create_good_jobs.rb
Multi-currency support (#425)
2024-02-10 16:18:56 -06:00
20240212150110_create_account_balances.rb
Scaffold out the UI for individual account page (#461)
2024-02-14 13:02:11 -05:00
20240215201527_create_valuations.rb
Add Live Data to Account Page (#464)
2024-02-20 09:07:55 -05:00
20240221004818_remove_valuation_type.rb
Scaffold out Account Syncing (#474)
2024-02-22 11:35:06 -05:00
20240222144849_add_status_to_account.rb
Scaffold out Account Syncing (#474)
2024-02-22 11:35:06 -05:00
20240223162105_create_transactions.rb
Scaffold out basic transactions model and UI (#478)
2024-02-23 21:34:33 -05:00
20240227142457_rename_account_balance.rb
Prepare fixture data for account sync tests (#493)
2024-02-27 12:43:49 -05:00
20240302145715_add_classification_to_accounts.rb
Net worth calculation (#508)
2024-03-04 08:31:22 -05:00
20240306193345_add_is_active_to_account.rb
Add accounts management list (#522)
2024-03-07 10:55:51 -05:00
20240307082827_create_transaction_categories.rb
Add backend support for transaction categories (#524)
2024-03-07 13:15:50 -05:00
20240308121431_remove_currency_table.rb
Multi-Currency Part 2 (#543)
2024-03-21 13:39:10 -04:00
20240308214956_add_notes_and_excluded_to_transaction.rb
Add transaction sidebar (#534)
2024-03-10 17:38:31 -04:00
20240309180636_add_sync_status_fields_to_account.rb
Multi-currency part 1 (#542)
2024-03-11 16:32:13 -04:00
20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb
Multi-Currency Part 2 (#543)
2024-03-21 13:39:10 -04:00
20240313203622_remove_converted_balance_from_account.rb
Multi-Currency Part 2 (#543)
2024-03-21 13:39:10 -04:00
20240319154732_create_account_cryptos.rb
feat: add crypto account type to demo data (#555)
2024-03-19 15:34:35 -04:00
20240325064211_add_uniq_index_to_users_email.rb
add uniq index for users email to ensure uniqueness (#567)
2024-03-25 15:59:49 -04:00
20240401213443_add_last_sync_date_to_accounts.rb
Account Sync should happen at login, 1x per day, OR on-demand (#594)
2024-04-04 17:00:12 -04:00
20240403192649_add_last_login_at_to_users.rb
Account Sync should happen at login, 1x per day, OR on-demand (#594)
2024-04-04 17:00:12 -04:00
20240404112829_change_transaction_category_delete_behavior.rb
Basic transaction categories CRUD actions (inline) (#601)
2024-04-04 17:29:50 -04:00
20240410183531_create_settings.rb
Add zero-config self hosting on Render (#612)
2024-04-13 09:28:45 -04:00
20240411102931_add_last_seen_upgrade_to_user.rb
Add zero-config self hosting on Render (#612)
2024-04-13 09:28:45 -04:00
20240425000110_add_role_to_users.rb
Add new settings profile and preferences pages (#672)
2024-04-25 07:54:56 -04:00
20240426162500_create_active_storage_tables.active_storage.rb
Feature/profile image uploads (#687)
2024-04-30 13:38:33 -04:00
20240426191312_add_transaction_merchants.rb
Add Transaction Merchant management (#686)
2024-04-29 15:17:28 -04:00
20240430111641_add_active_to_users.rb
Add ability to delete Maybe account (#698)
2024-04-30 11:40:31 -04:00
20240502205006_create_imports.rb
CSV Transaction Imports (#708)
2024-05-17 09:09:32 -04:00
20240520074309_add_admin_role_to_current_users.rb
Add migration to make all current users admins (#770)
2024-05-20 11:33:19 -04:00
20240522133147_create_tags.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
20240522151453_create_taggings.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
20240524203959_change_account_error_columns_default.rb
Fix foreign account sync crash (#794)
2024-05-27 12:10:28 -04:00
20240612164751_create_institutions.rb
Add institution management and account editing controls (#868)
2024-06-13 14:37:27 -04:00
20240612164944_add_institution_to_accounts.rb
Add institution management and account editing controls (#868)
2024-06-13 14:37:27 -04:00
20240614120946_create_transfers.rb
Transaction transfers, payments, and matching (#883)
2024-06-19 06:52:08 -04:00
20240614121110_add_transfer_fields_to_transaction.rb
Transaction transfers, payments, and matching (#883)
2024-06-19 06:52:08 -04:00
20240619125949_rename_accountable_tables.rb
Account namespace updates: part 1 (#893)
2024-06-20 07:26:25 -04:00
20240620114307_rename_categories_table.rb
Move categories to top-level namespace (#894)
2024-06-20 08:15:09 -04:00
20240620122201_rename_merchants_table.rb
Move merchants to top-level namespace (#895)
2024-06-20 08:38:59 -04:00
20240620125026_rename_transfer_table.rb
Account namespace updates: part 4 (transfers, singular namespacing) (#896)
2024-06-20 13:32:44 -04:00
20240620221801_rename_valuation_table.rb
Account namespace updates: part 5 (valuations) (#901)
2024-06-21 16:23:28 -04:00
20240621212528_rename_transactions_table.rb
Account namespace updates: part 6 (transactions) (#904)
2024-06-24 11:58:39 -04:00
20240624160611_create_account_entries.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240624161153_migrate_entryables.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240624164119_remove_old_columns_from_entryables.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240628104551_move_transfers_association_from_transactions_to_entries.rb
Account::Entry Delegated Type (namespace updates part 7) (#923)
2024-07-01 10:49:43 -04:00
20240706151026_rename_rate_fields.rb
Handle missing exchange rate provider, allow fallback for missing rates (#955)
2024-07-08 09:04:59 -04:00
20240707130331_create_account_syncs.rb
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
20240709113713_create_good_job_execution_error_backtrace.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240709113714_create_good_job_process_lock_ids.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240709113715_create_good_job_process_lock_indexes.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240709152243_create_good_job_execution_duration.rb
Add missing migrations for good_job 4x (#967)
2024-07-09 14:23:19 -04:00
20240710182529_create_securities.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240710182728_create_security_prices.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240710184048_create_account_trades.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240710184249_create_account_holdings.rb
Investment Portfolio Sync (#974)
2024-07-16 09:26:49 -04:00
20240717113535_remove_default_from_account_balance.rb
Add default currencies to forms based on preference (#994)
2024-07-17 08:57:17 -04:00
20240725163339_add_last_synced_at_to_family.rb
Implement auto family syncs on login (#1021)
2024-07-25 12:51:50 -04:00
20240731191344_change_primary_identifier_for_security.rb
Add security prices provider (Synth integration) (#1039)
2024-08-01 19:43:23 -04:00
20240807153618_add_currency_field_to_trade.rb
Allow user to add buy and sell trade transactions for investment accounts (#1066)
2024-08-09 11:22:57 -04:00
20240813170608_fix_invalid_accountable_data.rb
Fix for invalid accountable data (#1086)
2024-08-15 12:49:49 -04:00
20240815125404_create_issues.rb
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
2024-08-16 12:13:48 -04:00
20240815190722_remove_warnings_from_sync.rb
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
2024-08-16 12:13:48 -04:00
20240816071555_add_col_sep_to_imports.rb
Add support for different column separator in csv import logic (#1096)
2024-08-16 14:00:16 -04:00
20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb
Refactor: Allow other import files (#1099)
2024-08-19 09:25:07 -04:00
20240822174006_create_addresses.rb
Add Property Details View (#1116)
2024-08-23 08:47:08 -04:00
20240822180845_add_property_attributes.rb
Add Property Details View (#1116)
2024-08-23 08:47:08 -04:00
20240823125526_add_details_to_vehicle.rb
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
20240911143158_add_last_synced_at_institution.rb
Add sync status and errors to account settings page (#1169)
2024-09-11 17:24:01 -04:00
20240921170426_change_import_owner.rb
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
2024-10-01 10:47:59 -04:00
20240925112218_add_import_types.rb
Fix import migration (#1227)
2024-10-01 18:59:35 -04:00
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
Allow users to set preferred locale in settings and provide basic date and time localization support (#1226)
2024-10-02 14:02:17 -04:00
20241003163448_create_sessions.rb
Use DB for auth sessions (#1233)
2024-10-03 14:42:22 -04:00
20241007211438_add_billing_to_families.rb
Billing (#1269)
2024-10-08 14:37:47 -05:00
20241008122449_add_debt_account_views.rb
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
20241009132959_add_notes_to_entry.rb
Basic trade and holdings view (#1271)
2024-10-09 14:59:18 -04:00
20241009214601_add_super_admin_to_users.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
20241017162347_create_impersonation_sessions.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
20241017162536_create_impersonation_session_logs.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
20241017204250_add_accounts_indexes.rb
Account indexes to address some performance issues
2024-10-17 15:45:13 -05:00
20241018201653_add_account_mode.rb
Basic account onboarding (#1328)
2024-10-18 17:18:54 -04:00
20241022170439_create_stock_exchanges.rb
Use Redis for ActiveJob and ActionCable (#2004)
2025-03-19 12:36:16 -04:00
20241022192319_fix_user_role_column_type.rb
Stock Exchanges with seed (#1351)
2024-10-22 14:30:57 -05:00
20241022221544_add_onboarding_fields.rb
User Onboarding + Bug Fixes (#1352)
2024-10-23 11:20:55 -04:00
20241023195438_add_stock_exchange_reference.rb
Stock imports (#1363)
2024-10-24 16:36:50 -05:00
20241024142537_add_subscription_timestamp_to_session.rb
Beta Testing Round 3 Bug Fixes (#1357)
2024-10-24 11:02:27 -04:00
20241025174650_add_mic_to_securities.rb
Remove dependency on stock exchange table (#1368)
2024-10-25 13:09:02 -05:00
20241025182612_add_search_vector_to_securities.rb
Stock filter (#1376)
2024-10-28 15:49:19 -04:00
20241029125406_add_reference_to_security_prices.rb
First pass at security price reference (#1388)
2024-10-29 15:37:59 -04:00
20241029184115_remove_prices_missing_issue.rb
Remove missing prices issue (#1390)
2024-10-29 14:55:46 -04:00
20241029234028_remove_search_vector.rb
Initial pass at Synth-based ticker selection (#1392)
2024-10-30 09:23:44 -04:00
20241030121302_fix_not_null_stock_exchange_data.rb
Initial pass at Synth-based ticker selection (#1392)
2024-10-30 09:23:44 -04:00
20241030151105_remove_account_mode.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
20241030222235_create_invitations.rb
Family invites (#1397)
2024-11-01 10:23:27 -05:00
20241106193743_add_plaid_domain.rb
Basic Plaid Integration (#1433)
2024-11-15 13:49:37 -05:00
20241108150422_add_unique_email_index_to_invitations.rb
Fix duplicate invites (#1437)
2024-11-08 09:58:35 -06:00
20241114164118_add_products_to_plaid_item.rb
Basic Plaid Integration (#1433)
2024-11-15 13:49:37 -05:00
20241122183828_change_loan_interest_rate_precision.rb.rb
Fix bug: Loan % doesn't allow exact rate (#1492)
2024-11-22 15:28:10 -05:00
20241126211249_add_logo_url_to_security.rb
Improve account transaction, trade, and valuation editing and sync experience (#1506)
2024-11-27 16:01:50 -05:00
20241204235400_add_balance_components.rb
Plaid portfolio sync algorithm and calculation improvements (#1526)
2024-12-10 17:41:20 -05:00
20241207002408_add_family_timezone.rb
Plaid portfolio sync algorithm and calculation improvements (#1526)
2024-12-10 17:41:20 -05:00
20241212141453_add_merchant_logo.rb
Add account data enrichment (#1532)
2024-12-13 17:22:27 -05:00
20241217141716_add_enrichment_setting.rb
Make transaction enrichment opt-in for all users (#1552)
2024-12-17 09:58:08 -05:00
20241218132503_add_enriched_name_field.rb
Preserve original transaction names when enriching (#1556)
2024-12-19 10:16:09 -05:00
20241219151540_add_region_to_plaid_item.rb
Initial pass at Plaid EU (#1555)
2025-01-31 12:13:58 -06:00
20241219174803_add_parent_category.rb
Nested Categories (#1561)
2024-12-20 11:37:26 -05:00
20241227142333_add_error_trace_to_syncs.rb
feat: Save error backtrace for sync errors for better debugging (#1578)
2024-12-30 10:04:05 -05:00
20241231140709_reverse_transfer_relations.rb
Transfer and Payment auto-matching, model and UI improvements (#1585)
2025-01-07 09:41:24 -05:00
20250108182147_create_budgets.rb
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
20250108200055_create_budget_categories.rb
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
20250110012347_category_classification.rb
Budgeting V1 (#1609)
2025-01-16 14:36:37 -05:00
20250120210449_align_transfer_cascade_behavior.rb
Align cascade delete behavior for transfers (#1647)
2025-01-20 16:17:40 -05:00
20250124224316_create_rejected_transfers.rb
Add RejectedTransfer model, simplify auto matching (#1690)
2025-01-27 16:56:46 -05:00
20250128203303_store_transaction_filters_in_session.rb
Preserve transaction filters and transaction focus across page visits (#1733)
2025-01-30 14:12:01 -05:00
20250130191533_add_email_confirmation_to_users.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
20250130214500_remove_email_confirmation_sent_at_from_users.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
20250131171943_remove_email_confirmation_token_from_users.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
20250206003115_remove_import_status_enum.rb
Feature: Add the ability to "revert" a CSV import (#1814)
2025-02-07 15:36:05 -05:00
20250206141452_add_institution_details_to_plaid_items.rb
feat: Add institution details to Plaid items (#1816)
2025-02-06 08:57:24 -06:00
20250206151825_add_mfa_fields_to_users.rb
Multi-factor authentication (#1817)
2025-02-06 14:16:53 -06:00
20250206204404_add_constraints_to_account_holdings.rb
Fix Account Holding validation and synchronization (#1818)
2025-02-07 10:42:01 -06:00
20250207011850_add_exchange_operating_mic_to_securities.rb
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
20250207014022_add_number_format_to_imports.rb
feat(import): add currency and number format support for CSV imports (#1819)
2025-02-10 15:31:28 -05:00
20250207194638_adjust_securities_indexes.rb
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
20250211161238_make_ticker_not_null.rb
Enhance security information retrieval and handling (#1826)
2025-02-11 10:40:30 -06:00
20250212163624_add_status_to_plaid_items.rb
Enhance Plaid connection management with re-authentication and error handling (#1854)
2025-02-12 12:59:35 -06:00
20250212213301_add_user_sidebar_preference.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
20250220153958_update_imports_for_operating_mic_v2.rb
Add exchange and currency fields to trade imports (#1822)
2025-02-24 10:00:24 -05:00
20250220200735_add_default_lucide_icon_to_categories.rb
Add new category flow (#1857)
2025-02-24 11:08:05 -05:00
20250303141007_add_optional_account_for_import.rb
Allow CSV imports to be configured with single or multi-account mode (#1943)
2025-03-03 12:47:30 -05:00
20250304140435_add_default_period_to_users.rb
Preference to set default_period (#1941)
2025-03-07 10:05:54 -05:00
20250304200956_add_signage_type_to_imports.rb
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
20250315191233_remove_ticker_from_security_prices.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
20250316103753_remove_issues.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
20250316122019_security_price_unique_index.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
20250318212559_remove_good_job.rb
Use Redis for ActiveJob and ActionCable (#2004)
2025-03-19 12:36:16 -04:00
20250319145426_remove_self_host_upgrades.rb
Use Redis for ActiveJob and ActionCable (#2004)
2025-03-19 12:36:16 -04:00
20250319212839_create_ai_chats.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
20250405210514_add_initial_balance_field.rb
loan: Set the first valuation as the original principal. (#2088)
2025-04-14 09:09:25 -04:00
20250410144939_add_theme_to_users.rb
Implement dark mode (#2078)
2025-04-11 09:28:00 -05:00
20250411140604_add_parent_syncs.rb
Sync hierarchy updates (#2087)
2025-04-11 12:13:46 -04:00
20250413141446_table_renames.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
20250416235317_add_rules_engine.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
20250416235420_add_data_enrichments.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
20250416235758_merchant_and_category_enrichment.rb
Fix migration to handle duplicate merchants per family
2025-04-18 12:09:46 -04:00
20250429021255_add_name_to_rules.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
20250501172430_add_user_goals.rb
New onboarding, trials, Stripe integration (#2185)
2025-05-01 16:47:14 -04:00
20250502164951_create_subscriptions.rb
Subscription tests and domain (#2209)
2025-05-06 14:05:21 -04:00
20250509182903_dynamic_last_synced.rb
Propagate child sync errors up to parent, fix sync status (#2232)
2025-05-09 14:56:49 -04:00
20250512171654_update_sync_timestamps.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
20250513122703_add_uniqueness_to_subscriptions.rb
Family subscription unique index
2025-05-13 08:32:53 -04:00
20250514214242_add_metadata_to_session.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
20250516180846_remove_stock_exchanges.rb
Market data sync refinements (#2252)
2025-05-16 14:17:56 -04:00
20250518181619_add_auto_sync_preference_to_family.rb
Auto sync preference, max limit on account CSV imports (#2259)
2025-05-18 15:02:51 -04:00
20250521112347_add_security_resolver_fields.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
20250522201031_stronger_unique_index_on_security.rb
Add back schema migration for unique securities
2025-05-22 16:11:22 -04:00
20250523131455_add_raw_payloads_to_plaid_accounts.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
20250605031616_add_index_to_sync_status.rb
perf: Add index to sync status (#2337)
2025-06-09 10:18:52 -04:00
20250610181219_add_sync_timestamps_to_family.rb
Balance sheet cache layer, non-blocking sync UI (#2356)
2025-06-10 18:20:06 -04:00
20250612150749_create_doorkeeper_tables.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250612154522_fix_doorkeeper_resource_owner_id_for_uuid.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613002027_create_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613100842_add_display_key_to_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613101036_remove_key_from_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613101051_remove_key_index_from_api_keys.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250613152743_fix_doorkeeper_access_grants_resource_owner_id_for_uuid.rb
Add comprehensive API v1 with OAuth and API key authentication (#2389)
2025-06-17 15:57:05 -05:00
20250616183654_add_kind_to_transactions.rb
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
20250618104425_add_source_to_api_keys.rb
Fix remaining rubocop offenses
2025-06-18 08:38:04 -05:00
20250618110104_create_mobile_devices.rb
Fix remaining rubocop offenses
2025-06-18 08:38:04 -05:00
20250618110736_add_owner_to_oauth_applications.rb
Fix remaining rubocop offenses
2025-06-18 08:38:04 -05:00
20250618120703_add_oauth_application_to_mobile_devices.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
20250620204550_update_excluded_transactions_to_one_time.rb
Separate exclude and one-time transaction handling (#2400)
2025-06-20 17:10:36 -04:00
20250623162207_update_outdated_timezones.rb
Fix linting issues in migration file
2025-06-23 11:31:57 -05:00
20250701161640_add_account_status.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
20250702173231_fix_mobile_devices_unique_constraint.rb
Remove old unique index on device_id in mobile_devices migration to allow multiple users to share the same device.
2025-07-09 09:22:51 -05:00
20250710225721_add_valuation_kind.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
20250718120146_add_indexes_to_core_models.rb
Add indexes to core models (#2464)
2025-07-18 08:19:44 -04:00
20250719121103_add_start_end_columns_to_balances.rb
Additional cache columns on balances for activity view breakdowns (#2505)
2025-07-23 10:06:25 -04:00
20250724115507_create_family_exports.rb
Data exports (#2517)
2025-07-24 10:50:05 -04:00
20250731134449_add_default_account_order_to_users.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
20250806155348_increase_trade_price_precision.rb
Increasing trades.price decimal scale (#89)
2025-10-21 18:22:24 +02:00
20250807143728_create_simplefin_items.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807143819_create_simplefin_accounts.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807144230_add_simplefin_account_id_to_accounts.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807144857_add_external_id_to_transactions.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807163541_add_pending_account_setup_to_simplefin_items.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250807170943_add_subtype_to_accountables.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250808141424_add_balance_date_to_simplefin_accounts.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
20250808143007_add_extra_simplefin_account_fields.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
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
20260217120000_add_composite_index_on_accounts_family_status_type.rb
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
20260218120000_backfill_crypto_subtype_for_trades.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
20260218120001_add_assistant_type_to_families.rb
Feat/Abstract Assistant into module with registry (#1020)
2026-02-23 07:38:58 -05:00
20260219190000_scope_mercury_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260219200001_scope_plaid_item_uniqueness.rb
Add Plaid migration constant alias (#1235)
2026-03-21 01:03:19 +01:00
20260219200002_scope_indexa_capital_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260219200003_scope_snaptrade_account_uniqueness_to_item.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
20260219200004_scope_coinbase_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260219200006_scope_lunchflow_account_uniqueness_to_item.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
20260303120000_backfill_investment_contribution_categories.rb
Backfill category for pre-#924 investment contribution transfers (#1111)
2026-03-03 21:10:53 +01:00
20260305120000_add_default_account_to_users.rb
Feat: Add default user account and consolidate account actions in menu (#1130)
2026-03-15 21:26:26 +01:00
20260308113006_remove_classification_from_categories.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
20260314120000_remove_unique_email_family_index_from_invitations.rb
Administer invitations in /admin/users (#1185)
2026-03-14 11:32:33 +01:00
20260314131357_create_archived_exports.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
20260316120000_create_vector_store_chunks.rb
Fix pgvector migration to only run when explicitly configured (#1239)
2026-03-21 09:24:11 +01:00
20260320080659_add_parent_entry_id_to_entries.rb
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00