soky srm 9410e5b38d Providers sharing (#1273) ...

* third party provider scoping

* Simplify logic and allow only admins to mange providers

* Broadcast fixes

* FIX tests and build

* Fixes

* Reviews

* Scope merchants

* DRY fixes

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

..

active_storage

Add institution management and account editing controls (#868)

2024-06-13 14:37:27 -04:00

files

feat(transaction): add support for file attachments using Active Storage (#713)

2026-03-14 23:56:27 +01:00

import

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

2024-10-01 10:47:59 -04:00

rule

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

security

Investment prices fixes (#559)

2026-01-07 16:16:01 +01:00

account_shares.yml

Family sharing (#1272)

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

accounts.yml

Family sharing (#1272)

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

addresses.yml

Add Property Details View (#1116)

2024-08-23 08:47:08 -04:00

api_keys.yml

Add comprehensive API v1 with OAuth and API key authentication (#2389)

2025-06-17 15:57:05 -05:00

balances.yml

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

budgets.yml

Budgeting V1 (#1609)

2025-01-16 14:36:37 -05:00

categories.yml

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

chats.yml

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

credit_cards.yml

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

cryptos.yml

Account namespace updates: part 1 (#893)

2024-06-20 07:26:25 -04:00

depositories.yml

Feature/simplefin integration (#94)

2025-08-12 02:59:16 +02:00

entries.yml

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

exchange_rates.yml

Handle missing exchange rate provider, allow fallback for missing rates (#955)

2024-07-08 09:04:59 -04:00

families.yml

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

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

family_documents.yml

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

family_exports.yml

Data exports (#2517)

2025-07-24 10:50:05 -04:00

holdings.yml

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

impersonation_session_logs.yml

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

impersonation_sessions.yml

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

imports.yml

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

indexa_capital_accounts.yml

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

indexa_capital_items.yml

Providers sharing (#1273)

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

investments.yml

Plaid portfolio sync algorithm and calculation improvements (#1526)

2024-12-10 17:41:20 -05:00

invitations.yml

Add/remove members and invitations (#1744)

2025-01-30 13:13:37 -06:00

loans.yml

Add loan and credit card views (#1268)

2024-10-08 17:16:37 -04:00

lunchflow_accounts.yml

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

lunchflow_items.yml

Providers sharing (#1273)

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

merchants.yml

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

mercury_accounts.yml

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mercury_items.yml

Providers sharing (#1273)

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

messages.yml

Remove unused DeveloperMessage model (#1207)

2026-03-16 20:22:11 +01:00

mobile_devices.yml

Add secure OAuth2-based mobile authentication

2025-06-18 08:20:22 -05:00

oidc_identities.yml

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

other_assets.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

other_liabilities.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

plaid_accounts.yml

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

plaid_items.yml

Providers sharing (#1273)

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

properties.yml

Fix property subtype not persisting on edit (#930)

2026-02-11 08:51:31 +01:00

recurring_transactions.yml

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

rules.yml

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

securities.yml

Enhance security information retrieval and handling (#1826)

2025-02-11 10:40:30 -06:00

sessions.yml

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

simplefin_accounts.yml

Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)

2026-01-10 17:24:23 +01:00

simplefin_items.yml

Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)

2026-01-10 17:24:23 +01:00

snaptrade_accounts.yml

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

snaptrade_items.yml

Providers sharing (#1273)

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

subscriptions.yml

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

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

syncs.yml

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

taggings.yml

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

tags.yml

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

tool_calls.yml

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

trades.yml

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

transactions.yml

perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)

2025-06-20 13:31:58 -04:00

transfers.yml

Transfer and Payment auto-matching, model and UI improvements (#1585)

2025-01-07 09:41:24 -05:00

users.yml

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

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

valuations.yml

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

vehicles.yml

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00