LPW 9858b36dc7 Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741) ...

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>

2026-01-22 22:19:44 +01:00

..

account

Centralize investment_contributions_category logic and update references for streamlined handling.

2026-01-20 17:51:36 -05:00

assistant

Improve handling of cost_basis during holding materialization and display (#619)

2026-01-11 23:58:51 +01:00

balance

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

balance_sheet

…

chat

…

coinbase_account

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinbase_item

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinstats_account

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

coinstats_entry

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

coinstats_item

feat: Support multiple crypto wallets with same token (#676)

2026-01-18 11:27:09 +01:00

concerns

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

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

demo

Add sso_audit_logs association and clear logs in demo data cleaner (#638)

2026-01-13 17:44:51 +01:00

enable_banking_account

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

enable_banking_entry

…

enable_banking_item

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

eval

Small llms improvements (#400)

2025-12-07 18:11:34 +01:00

exchange_rate

…

family

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

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

holding

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

import

Feat: /import endpoint & drag-n-drop imports (#501)

2026-01-10 16:39:18 +01:00

income_statement

Refactor Investment Contributions category handling to use a centralized constant and streamline related logic.

2026-01-20 17:18:49 -05:00

investment_statement

Add investment tracking to expenses (#381)

2026-01-09 13:03:40 +01:00

lunchflow_account

Remove InvestmentActivityDetector and related functionality

2026-01-12 15:35:14 -05:00

lunchflow_entry

…

lunchflow_item

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

merchant

Merchants improvements (#594)

2026-01-09 19:38:04 +01:00

mercury_account

Mercury integration (#723)

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

mercury_entry

Mercury integration (#723)

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

mercury_item

Mercury integration (#723)

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

plaid_account

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

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

plaid_entry

Add pending transaction handling and duplicate reconciliation logic (#602)

2026-01-10 20:11:00 +01:00

plaid_item

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

provider

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

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

recurring_transaction

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rule

Fix tags getting removed after / during bank sync (#634)

2026-01-13 14:33:46 +01:00

security

Improve convert-to-trade security selection with search-first UX (#703)

2026-01-19 15:49:51 +01:00

simplefin

Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)

2026-01-05 22:11:47 +01:00

simplefin_account

Move money market tickers and patterns to configuration (#712)

2026-01-20 07:44:12 +01:00

simplefin_entry

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

simplefin_item

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

snaptrade_account

Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741)

2026-01-22 22:19:44 +01:00

snaptrade_item

Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741)

2026-01-22 22:19:44 +01:00

tool_call

…

trade

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

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

transaction

Handle investment_contribution classification and update related logic.

2026-01-20 16:50:45 -05:00

transfer

Centralize investment_contributions_category logic and update references for streamlined handling.

2026-01-20 17:51:36 -05:00

valuation

…

account_import.rb

feat: Support optional balance date column in account CSV imports (#736)

2026-01-22 15:25:43 +01:00

account_order.rb

…

account_provider.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

account.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

address.rb

…

api_key.rb

…

application_record.rb

…

assistant_message.rb

…

assistant.rb

…

auth_config.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

balance_sheet.rb

…

balance.rb

…

budget_category.rb

Allow subcategories to inherit parent budget without individual limits (#579)

2026-01-21 22:10:15 +01:00

budget.rb

…

category_import.rb

Feat: /import endpoint & drag-n-drop imports (#501)

2026-01-10 16:39:18 +01:00

category.rb

Centralize investment_contributions category handling using i18n key and streamline related references.

2026-01-20 17:36:56 -05:00

chat.rb

…

coinbase_account.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinbase_item.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinstats_account.rb

feat: Support multiple crypto wallets with same token (#676)

2026-01-18 11:27:09 +01:00

coinstats_item.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

credit_card.rb

…

crypto.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

current.rb

…

data_enrichment.rb

Mercury integration (#723)

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

depository.rb

…

developer_message.rb

…

enable_banking_account.rb

…

enable_banking_item.rb

…

entry_search.rb

feat: Include notes in transaction search (#615)

2026-01-11 18:59:40 +01:00

entry.rb

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

entryable.rb

…

exchange_rate.rb

…

family_export.rb

…

family_merchant_association.rb

Merchants improvements (#594)

2026-01-09 19:38:04 +01:00

family_merchant.rb

Implement a setting to retrieve high res logos (#725)

2026-01-21 17:16:51 +01:00

family.rb

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

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

holding.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

impersonation_session_log.rb

…

impersonation_session.rb

…

import.rb

Update import.rb

2026-01-13 13:51:10 +01:00

income_statement.rb

Fix struct compatibility error in IncomeStatement::Totals (#603)

2026-01-10 20:26:08 +01:00

investment_flow_statement.rb

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

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

investment_statement.rb

Improve handling of cost_basis during holding materialization and display (#619)

2026-01-11 23:58:51 +01:00

investment.rb

Add gains by tax treatment to investment report with grouped subtype dropdown (#701)

2026-01-19 15:44:49 +01:00

invitation.rb

…

invite_code.rb

…

llm_usage.rb

…

loan.rb

…

lunchflow_account.rb

…

lunchflow_item.rb

…

market_data_importer.rb

…

measurement.rb

…

merchant.rb

…

mercury_account.rb

Mercury integration (#723)

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

mercury_item.rb

Mercury integration (#723)

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

message.rb

…

mint_import.rb

Feat: /import endpoint & drag-n-drop imports (#501)

2026-01-10 16:39:18 +01:00

mobile_device.rb

…

oidc_identity.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

other_asset.rb

…

other_liability.rb

…

period.rb

…

plaid_account.rb

…

plaid_item.rb

…

property.rb

…

provider_merchant.rb

Mercury integration (#723)

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

provider.rb

…

recurring_transaction.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rejected_transfer.rb

…

rule_import.rb

Feat: /import endpoint & drag-n-drop imports (#501)

2026-01-10 16:39:18 +01:00

rule_run.rb

Add Recent Runs visibility for rule executions (#376)

2025-12-07 16:30:02 +01:00

rule.rb

Implement Run all rules (#582)

2026-01-08 15:20:14 +01:00

security.rb

Implement a setting to retrieve high res logos (#725)

2026-01-21 17:16:51 +01:00

series.rb

…

session.rb

…

setting.rb

Implement a setting to retrieve high res logos (#725)

2026-01-21 17:16:51 +01:00

simplefin_account.rb

Correct brokerage cash calculation for SimpleFIN investment accounts (#710)

2026-01-19 22:17:27 +01:00

simplefin_item.rb

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

snaptrade_account.rb

Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741)

2026-01-22 22:19:44 +01:00

snaptrade_item.rb

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

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

sso_audit_log.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

sso_provider_tester.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

sso_provider.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

subscription.rb

Add option for FOSS contribution payments (#730)

2026-01-21 20:45:04 +01:00

sync.rb

…

tag.rb

…

tagging.rb

…

tool_call.rb

…

trade_import.rb

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

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

trade.rb

feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)

2026-01-20 00:01:55 +01:00

transaction_import.rb

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

transaction.rb

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

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

transfer.rb

Add investment activity detection, labels, and exclusions

2026-01-12 15:35:14 -05:00

trend.rb

…

user_message.rb

…

user.rb

Make first user of instance automatically super_admin (#655)

2026-01-16 21:27:55 +01:00

valuation.rb

…

vehicle.rb

…