MkDev11 111d6839e0 Feat/Abstract Assistant into module with registry (#1020) ...

* Abstract Assistant into module with registry (fixes #1016)

- Add Assistant module with registry/factory (builtin, external)
- Assistant.for_chat(chat) routes by family.assistant_type
- Assistant.config_for(chat) delegates to Builtin for backward compat
- Assistant.available_types returns registered types
- Add Assistant::Base (Broadcastable, respond_to contract)
- Move current behavior to Assistant::Builtin (Provided + Configurable)
- Add Assistant::External stub for future OpenClaw/WebSocket
- Migration: add families.assistant_type (default builtin)
- Family: validate assistant_type inclusion
- Tests: for_chat routing, available_types, External stub, blank chat guard

* Fix RuboCop layout: indentation in Assistant module and tests

* Move new test methods above private so Minitest discovers them

* Clear thinking indicator in External#respond_to to avoid stuck UI

* Rebase onto upstream main: fix schema to avoid spurious diffs

- Rebase feature/abstract-assistant-1016 onto we-promise/main
- Rename migration to 20260218120001 to avoid duplicate version with backfill_crypto_subtype
- Regenerate schema from upstream + assistant_type only (keeps vector_store_id, realized_gain, etc.)
- PR schema diff now shows only assistant_type addition and version bump

---------

Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com>

2026-02-23 07:38:58 -05:00

..

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