panther eb0866a678 Add exclude_from_reports option to accounts ...

Adds a toggle to mark accounts as excluded from all financial reports
while keeping them active and visible individually.

- Migration: add exclude_from_reports boolean column to accounts
- Model: included_in_reports scope
- BalanceSheet: filter excluded from ClassificationGroup and AccountGroup totals,
  HistoricalAccountScope, AccountRow flag
- IncomeStatement: exclude via SQL fragments in Totals, FamilyStats, CategoryStats
- InvestmentStatement/Budget: chain included_in_reports scope
- ReportsController: filter in breakdown view, export queries, trades
- AccountsController: toggle_exclude_from_reports action + route
- UI: DS::Toggle in account form, eye-off indicator in sidebar, menu toggle items
- Locale: all labels in en.yml
- Tests: model scope, controller toggle, income statement/balance sheet filtering
- 5070 tests pass (0 failures, 0 regressions)

2026-06-27 00:57:03 +00:00

..

account

perf(sync): scope transfer matching after account sync (#2230)

2026-06-11 14:39:36 +02:00

akahu_account

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_entry

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

assistant

feat(mcp): add get/create/update tools for tags and categories (#2374)

2026-06-21 12:01:39 +02:00

balance

fix(balances): materialize entries dated before the opening anchor (#2434)

2026-06-26 06:52:09 +02:00

binance_account

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

binance_item

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

brex_account/transactions

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

category

feat(settings): add reviewed category merge flow (#1754)

2026-05-30 00:12:54 +02:00

coinstats_account

…

coinstats_entry

…

coinstats_item

feat(mobile): add SureCard primitive and migrate account cards (#2370)

2026-06-20 21:43:20 +02:00

concerns

…

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): tolerate any 422 on PDNG fetch (#1805) (#1889)

2026-06-11 16:48:40 +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(sync): discover nightly provider items reflectively (#2334)

2026-06-15 20:09:39 +02:00

goal_pledge

test(goals): pledge-delta integration coverage (follow-up to #2178) (#2206)

2026-06-08 21:45:35 +02:00

holding

fix(holdings): carry provider cost_basis forward to calculated rows past snapshot date (#1818)

2026-05-27 23:33:08 +02:00

ibkr_account

feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows (#1970)

2026-05-26 22:48:23 +02:00

ibkr_item

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

indexa_capital_account

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

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/investments

…

lunchflow_entry

…

lunchflow_item

…

merchant

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +02:00

plaid_account

Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)

2026-06-11 20:26:40 +02:00

plaid_entry

…

plaid_item

…

provider

fix: use ES256 instead of EdDSA for Coinbase CDP JWT signing (#1888)

2026-06-26 06:37:33 +02:00

provider_merchant

feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)

2026-06-09 23:02:26 +02:00

recurring_transaction

perf(recurring): batch recurring transaction identification (#2239)

2026-06-18 12:28:32 +02:00

rule

fix(rules): make explicit re-apply override locked attributes (#2273)

2026-06-15 22:12:24 +02:00

security

Add super_admin debug event log (#1816)

2026-05-17 16:55:01 +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

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

simplefin_item

Fix SimpleFIN epoch-string balance dates (#2397)

2026-06-25 05:38:06 +02:00

snaptrade_account

fix: correct SnapTrade cash activity signs (#1634)

2026-05-12 00:55:46 +02:00

sophtron_item

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

transaction

fix(transactions): include enable_banking in pending/confirmed status filter (#1885)

2026-05-31 22:17:56 +02:00

transfer

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

up_entry

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

up_item

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

valuation

…

vector_store

feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)

2026-06-08 21:35:12 +02:00

account_ibkr_creation_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

account_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

account_provider_test.rb

…

account_share_test.rb

…

account_simplefin_creation_test.rb

…

account_statement_test.rb

fix(tests): avoid coverage rollover fixture collision (#2102)

2026-06-01 14:58:18 +02:00

account_test.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

actual_import_test.rb

fix(imports): import Actual rows with blank payee (#2282)

2026-06-11 09:04:56 +02:00

address_test.rb

fix: change postal_code column from integer to string (#1585)

2026-04-29 15:30:04 +02:00

akahu_account_test.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item_importer_error_messages_test.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item_unlinking_test.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

api_key_test.rb

Allow multiple active API keys per user (#2077)

2026-06-26 06:47:38 +02:00

archived_export_test.rb

…

assistant_message_test.rb

fix(chat): clear assistant bubble on destroy so the chat doesn't hang on Thinking (#2315)

2026-06-14 22:09:02 +02:00

assistant_test.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

background_job_health_test.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

balance_sheet_test.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

binance_account_test.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

binance_item_test.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

brex_account_test.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

brex_item_test.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

budget_category_test.rb

feat(assistant): add get_budget function for budget tracking (#1966)

2026-05-30 00:51:16 +02:00

budget_test.rb

Hide nested budget categories in the Budget spent donut (#1544)

2026-04-23 21:28:38 +02:00

category_import_test.rb

…

category_test.rb

fix(categories): avoid index N+1 queries (#2089)

2026-06-01 21:59:46 +02:00

chat_test.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

coinbase_account_test.rb

…

coinbase_item_test.rb

…

coinstats_account_test.rb

Add DeFi via Coinstats (#1417)

2026-04-11 21:37:07 +02:00

coinstats_item_test.rb

…

crypto_test.rb

…

current_test.rb

…

debug_log_entry_test.rb

Add super_admin debug event log (#1816)

2026-05-17 16:55:01 +02:00

enable_banking_account_test.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

enable_banking_item_test.rb

feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)

2026-06-04 19:53:52 +02:00

entry_split_test.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

entry_test.rb

fix: Transaction Pagination Skipping Entries (#2179)

2026-06-16 10:51:51 +02:00

exchange_rate_pair_test.rb

Add improvements from security providers to FX providers also (#1445)

2026-04-13 00:51:23 +02:00

exchange_rate_test.rb

…

family_document_test.rb

…

family_export_test.rb

…

family_test.rb

feat: add currency management for families with enabled currencies (#1419)

2026-04-13 19:53:04 +02:00

goal_pledge_test.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

goal_test.rb

fix: Savings Goal Marked Reached While Still Short (#2180)

2026-06-06 17:25:27 +02:00

holding_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_account_processor_test.rb

fix(ibkr): correct historical cash/non-cash split for linked accounts (#1813)

2026-05-18 21:03:04 +02:00

ibkr_item_importer_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_item_report_parser_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_item_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

impersonation_session_test.rb

…

import_encoding_test.rb

fix(imports): normalize CSV upload encoding when validations are skipped (#2299)

2026-06-16 17:13:03 +02:00

import_session_test.rb

feat(imports): add SureImport session batches (#1785)

2026-06-04 11:48:44 +02:00

income_statement_test.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

indexa_capital_account_test.rb

…

indexa_capital_item_test.rb

…

investment_flow_statement_test.rb

perf(reports): collapse investment flow aggregates (#2190)

2026-06-06 17:11:33 +02:00

investment_statement_test.rb

perf(dashboard): streamline investment activity totals (#2257)

2026-06-18 20:18:18 +02:00

investment_test.rb

feat(investments): add India investment subtypes and exchange support (#1659)

2026-05-05 01:04:29 +02:00

invitation_test.rb

fix(family-sharing): prevent silent data loss when rehoming or removing users (#1896)

2026-05-27 23:25:46 +02:00

invite_code_test.rb

…

kraken_item_test.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

llm_usage_test.rb

feat(ai): Anthropic batch ops + LLM cost ledger (2/5) (#1984)

2026-06-01 22:00:48 +02:00

loan_test.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +02:00

lunchflow_item_test.rb

Constrain Lunchflow base URL to trusted endpoint (#1768)

2026-05-12 12:18:17 +02:00

market_data_importer_test.rb

Add throttling and cross-rate for twelve data (#1396)

2026-04-07 20:46:05 +02:00

mercury_account_test.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

mercury_item_test.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

mint_import_test.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

mobile_device_test.rb

…

oidc_identity_test.rb

fix(sso): preserve user-edited name across OIDC logins (#1777)

2026-05-12 21:55:22 +02:00

pdf_import_test.rb

refactor(imports): back PDF imports with statements (#1786)

2026-05-30 00:22:25 +02:00

period_test.rb

feat(dashboard): unify per-widget period selectors into one picker (#2162)

2026-06-04 23:11:43 +02:00

plaid_account_test.rb

…

plaid_item_test.rb

fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)

2026-05-28 14:55:21 +02:00

provider_connection_status_test.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

provider_merchant_test.rb

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +02:00

provider_test.rb

…

qif_import_test.rb

QIF imports: Add date format auto-detection and manual override (#1368)

2026-04-05 09:27:24 +02:00

recurring_transaction_test.rb

fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers (#2110)

2026-06-03 00:04:32 +02:00

rule_import_test.rb

…

rule_test.rb

…

security_test.rb

feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)

2026-06-19 17:07:09 +02:00

setting_test.rb

…

simplefin_account_processor_test.rb

Fix SimpleFIN inverting Loan account balances (#1574)

2026-04-29 13:00:38 +02:00

simplefin_account_test.rb

Fix SimpleFIN epoch-string balance dates (#2397)

2026-06-25 05:38:06 +02:00

simplefin_item_dedupe_test.rb

…

simplefin_item_test.rb

…

snaptrade_account_processor_test.rb

fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)

2026-05-30 23:29:37 +02:00

snaptrade_account_test.rb

fix(jobs): enqueue jobs after transaction commit to fix SyncJob deserialization race (#2354)

2026-06-15 21:43:08 +02:00

snaptrade_data_helpers_test.rb

…

snaptrade_item_test.rb

Scope SnapTrade orphan cleanup to current family (#1769)

2026-05-12 12:17:00 +02:00

sophtron_account_test.rb

[codex] Complete Sophtron account mapping (#1698)

2026-05-08 15:15:23 +02:00

sophtron_item_test.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sso_provider_test.rb

…

sso_provider_tester_test.rb

fix(auth): surface exact OIDC issuer mismatches (#1666)

2026-05-05 00:47:45 +02:00

subscription_test.rb

…

sure_import_test.rb

refactor(imports): focus Sure preflight scope (#1833)

2026-06-03 00:37:21 +02:00

sync_test.rb

fix(jobs): delegate recurring-transaction sync gate to Sync.for_family (#1975)

2026-05-28 00:01:34 +02:00

tag_test.rb

…

trade_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

trade_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

transaction_attachment_validation_test.rb

…

transaction_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

transaction_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

transfer_test.rb

…

trend_test.rb

…

up_account_test.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

user_message_test.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

user_test.rb

feat(dashboard): masonry packing + per-widget size controls (#2328)

2026-06-15 20:34:34 +02:00

ynab_import_test.rb

feat(imports): add YNAB CSV import (#2361)

2026-06-16 08:32:17 +02:00