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89bae8a59b9a5addc61b02f631a16ad5eef6945d
sure/app/models
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Guillem Arias 89bae8a59b fix(goals): jjmata review — reconciler guard, chart i18n, pace test 
Three issues raised on PR #1798 review:

- ProviderImportAdapter now memoizes account.goal_accounts.exists?
  per-account so a bulk historical import on an unlinked account
  short-circuits the reconciler instead of paying one SELECT per row.
  Linked accounts still hit the per-row reconciler with no change.
- goal_projection_chart_controller.js reads Today / Projected /
  Saved labels via Stimulus values fed from
  goals.show.projection.* locale keys instead of inlining English.
- goal_test.rb now covers Goal#pace with real inflows, asserting
  the 90-day window cutoff plus the Transaction.excluding_pending
  and entries.excluded = false filters.
2026-05-17 16:54:13 +02:00
..
account
fix(goals): jjmata review — reconciler guard, chart i18n, pace test
2026-05-17 16:54:13 +02:00
account_statement
feat(statements): add account statement vault (#1753)
2026-05-13 21:05:11 +02:00
assistant
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
balance
feat(balance): Preserve historical balances as waypoints for linked accounts (#1663)
2026-05-13 21:27:50 +02:00
balance_sheet
perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar (#1683)
2026-05-07 17:31:16 +02:00
binance_account
Fix Binance USD converter custom rate keyword (#1414)
2026-04-08 22:23:15 +02:00
binance_item
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_account
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_entry
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
chat
…
coinbase_account
…
coinbase_item
…
coinstats_account
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_entry
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_item
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
concerns
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
demo
fix(goals): round-3 review polish on PR #1798
2026-05-15 07:41:23 +02:00
enable_banking_account
fix(enable-banking): fix pending→posted auto-claim producing badge, duplicate, and wrong date (#1783)
2026-05-13 14:03:37 +02:00
enable_banking_entry
fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)
2026-05-12 00:17:49 +02:00
enable_banking_item
fix(enable-banking): gracefully skip PDNG fetch for ASPSPs that don't support it (#1789)
2026-05-13 17:54:09 +02:00
eval
…
exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
goal_pledge
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
holding
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
import
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
income_statement
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
indexa_capital_account
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
indexa_capital_item
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
investment_statement
…
kraken_account
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
kraken_item
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
lunchflow_account
…
lunchflow_entry
fix: add logic to skip future pending transactions and add cleanup ta… (#1011)
2026-02-19 18:58:01 +01:00
lunchflow_item
…
merchant
…
mercury_account
…
mercury_entry
…
mercury_item
…
plaid_account
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
plaid_entry
…
plaid_item
Fix Plaid link script loading and first-sync account linking (#1165)
2026-03-13 08:11:51 +01:00
provider
Retry Enable Banking sync with provider-corrected date range (#1801)
2026-05-17 12:09:51 +02:00
provider_merchant
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
recurring_transaction
feat(recurring): allow marking transfers as recurring (#895) (#1589)
2026-05-12 00:37:47 +02:00
rule
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
security
Add binance security provider for crypto (#1424)
2026-04-10 15:43:22 +02:00
simplefin
…
simplefin_account
fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed (#1772)
2026-05-13 18:17:10 +02:00
simplefin_entry
…
simplefin_item
SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
2026-04-18 09:50:34 +02:00
snaptrade_account
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
snaptrade_item
Scope SnapTrade orphan cleanup to current family (#1769)
2026-05-12 12:17:00 +02:00
sophtron_account
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_entry
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
tool_call
…
trade
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
transaction
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
valuation
…
vector_store
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +01:00
account_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
account_order.rb
…
account_provider.rb
…
account_share.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account_statement.rb
feat(statements): add account statement vault (#1753)
2026-05-13 21:05:11 +02:00
account.rb
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
address.rb
…
api_key.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
application_record.rb
…
archived_export.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
assistant_message.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
assistant.rb
refactor: rename Savings Goals feature to Goals
2026-05-11 20:08:32 +02:00
auth_config.rb
fix: use ProviderLoader for AuthConfig.sso_providers when DB providers enabled\n\nAuthConfig.sso_providers only read from YAML config, so self-hosted\nsetups with DB-configured SSO providers (e.g. Authentik via admin UI)\nhad no SSO button on the login page.\n\nWire it to ProviderLoader.load_providers when FeatureFlags.db_sso_providers?\nis true, falling back to YAML config otherwise. (#1614)
2026-05-01 13:31:32 +02:00
balance_sheet.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
balance.rb
…
binance_account.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
binance_item.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_account.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
budget_category.rb
Budget page refactor: split into(All - Over Budget - On Track) (#1195)
2026-04-13 20:03:55 +02:00
budget.rb
Hide nested budget categories in the Budget spent donut (#1544)
2026-04-23 21:28:38 +02:00
category_import.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
category.rb
fix: add hex color validation to Category model and form (to solve #1247) (#1341)
2026-04-01 20:27:29 +02:00
chat.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
coinbase_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
coinbase_item.rb
Refactor: Use Encryptable concern in CoinbaseItem (#1339)
2026-04-07 16:28:01 +02:00
coinstats_account.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
coinstats_item.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
credit_card.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
crypto.rb
…
current.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
data_enrichment.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
depository.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
enable_banking_account.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
entry_search.rb
…
entry.rb
feat(splits): add exclusion support for splits and improve rendering (#1661)
2026-05-09 12:36:41 +02:00
entryable.rb
Fix NoMethodError on nil entryable in account activity feed (#1316)
2026-03-29 17:30:12 +02:00
exchange_rate_pair.rb
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
exchange_rate.rb
…
family_document.rb
…
family_export.rb
…
family_merchant_association.rb
…
family_merchant.rb
…
family.rb
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
goal_account.rb
refactor: rename Savings Goals feature to Goals
2026-05-11 20:08:32 +02:00
goal_pledge.rb
fix(goals): address AI review on PR #1798 (CodeRabbit + Codex)
2026-05-15 00:01:13 +02:00
goal.rb
fix(goals): round-3 review polish on PR #1798
2026-05-15 07:41:23 +02:00
holding.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
income_statement.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
indexa_capital_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
indexa_capital_item.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
investment_flow_statement.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
investment_statement.rb
Investments currency fix (#1436)
2026-04-11 15:09:59 +02:00
investment.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
invitation.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
invite_code.rb
…
kraken_account.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
kraken_item.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
llm_usage.rb
…
loan.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lunchflow_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
lunchflow_item.rb
Constrain Lunchflow base URL to trusted endpoint (#1768)
2026-05-12 12:18:17 +02:00
market_data_importer.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
measurement.rb
…
merchant.rb
…
mercury_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
mercury_item.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
message.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
mint_import.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
mobile_device.rb
…
oidc_identity.rb
fix(sso): preserve user-edited name across OIDC logins (#1777)
2026-05-12 21:55:22 +02:00
other_asset.rb
…
other_liability.rb
…
pdf_import.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
period.rb
Feature: remember value of chart period selector (#1528)
2026-04-21 19:02:41 +02:00
plaid_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
plaid_item.rb
…
property.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
provider_connection_status.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
provider_merchant.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
provider.rb
…
qif_import.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
recurring_transaction.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
rejected_transfer.rb
…
rule_import.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
rule_run.rb
fix(rules): count blocked rule transactions (#1782)
2026-05-14 21:56:49 +02:00
rule.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
security.rb
Move back to brandfetch (#1427)
2026-04-10 17:42:16 +02:00
series.rb
…
session.rb
…
setting.rb
Rebase PR #784 and fix OpenAI model/chat regressions (#1384)
2026-04-15 18:45:24 +02:00
simplefin_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
simplefin_item.rb
…
snaptrade_account.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
snaptrade_item.rb
fix: send first-time SnapTrade users to connect flow (#1613)
2026-05-03 10:28:31 +02:00
sophtron_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
sophtron_item.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
sso_audit_log.rb
…
sso_provider_tester.rb
fix(auth): surface exact OIDC issuer mismatches (#1666)
2026-05-05 00:47:45 +02:00
sso_provider.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
subscription.rb
…
sure_import.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
sync.rb
feat(api): expose sync status (#1635)
2026-05-06 22:02:21 +02:00
tag.rb
feat: Add tag badge in filter window (#1038)
2026-02-23 17:43:00 -05:00
tagging.rb
…
tool_call.rb
…
trade_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
trade.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transaction_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
transaction.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
trend.rb
…
user_message.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
user.rb
fix(auth): hash MFA backup codes (#1629)
2026-05-05 01:20:57 +02:00
valuation.rb
…
vector_store.rb
…
vehicle.rb
…
webauthn_credential.rb
feat(auth): add WebAuthn MFA credentials (#1628)
2026-05-03 22:13:28 +02:00