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9ba1046f82c7ac494d4fb62320e06ca2a8670c9f
sure/app/models
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SureBot 7ebfd9a823 Add bank statement reconciliation to PDF processor prompt 
- Add reconciliation check section to PdfProcessor instructions
- Extended JSON response to include reconciliation data
- Added reconciliation field to PdfProcessingResult Data.define

The LLM now uses available tools (GetAccounts, GetTransactions) to:
- Match statement to correct account
- Compare closing balance with account balance
- Compare transaction counts
- Match individual transactions (date ±1 day, amount ±sh.10)
- Report new and missing transactions

Fixes #1379
2026-04-05 15:50:57 +00:00
..
account
fix: prevent NoMethodError in foreign_account? when account family is nil (#1376)
2026-04-05 09:25:18 +02:00
assistant
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
balance
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
balance_sheet
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
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 CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +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 CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
concerns
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +02:00
demo
Make categories global (#1160)
2026-03-11 15:54:01 +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
Fallback to transaction_date when booking_date and value_date are unavailable (#1215)
2026-03-17 15:26:24 +01:00
enable_banking_item
Fix/issue 954 enable banking duplicate transactions (#988)
2026-03-28 16:53:30 +01:00
eval
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)
2026-02-19 18:07:47 +01:00
family
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
holding
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
import
Feat: Add QIF (Quicken Interchange Format) import functionality (#1074)
2026-03-14 20:22:39 +01:00
income_statement
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
indexa_capital_account
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
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
fix: add logic to skip future pending transactions and add cleanup ta… (#1011)
2026-02-19 18:58:01 +01:00
lunchflow_item
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +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
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Fix Plaid link script loading and first-sync account linking (#1165)
2026-03-13 08:11:51 +01:00
provider
Add bank statement reconciliation to PDF processor prompt
2026-04-05 15:50:57 +00:00
provider_merchant
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
recurring_transaction
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
rule
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
security
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
simplefin
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_account
Fix SimpleFIN holdings confusing market value with cost basis (#1182) (#1261)
2026-03-23 19:39:32 +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
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
snaptrade_account
Fix locale mismatch and add option activity type mappings (#743)
2026-01-23 00:28:17 +01:00
snaptrade_item
Add SnapTrade connection management UI for freeing up connection slots (#747)
2026-01-23 08:55:34 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
transaction
Show inflow/outflow totals for transfer filter (#1134)
2026-03-26 21:12:01 +01:00
transfer
Centralize investment_contributions_category logic and update references for streamlined handling.
2026-01-20 17:51:36 -05:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +01:00
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
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account_share.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
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
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
assistant.rb
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
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
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
budget_category.rb
Fix uncategorized budget category showing incorrect available_to_spend (#1117)
2026-03-04 11:02:19 +01:00
budget.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
category_import.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
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
Remove unused DeveloperMessage model (#1207)
2026-03-16 20:22:11 +01:00
coinbase_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
coinbase_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
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
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
current.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
data_enrichment.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
enable_banking_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
enable_banking_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
entry_search.rb
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
entry.rb
Split UI (#1245)
2026-03-22 12:02:58 +01:00
entryable.rb
Fix NoMethodError on nil entryable in account activity feed (#1316)
2026-03-29 17:30:12 +02:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_document.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
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
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
holding.rb
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import.rb
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +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
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
investment_flow_statement.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
investment_statement.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
investment.rb
Updated list of Canadian registered accounts (#1265)
2026-03-24 09:28:38 +01:00
invitation.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
lunchflow_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
lunchflow_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
market_data_importer.rb
Fetch reciprocal exchange rates when syncing market data (#358)
2025-11-20 19:50:22 +01:00
measurement.rb
…
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
mercury_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
mercury_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
pdf_import.rb
PDF ai import (#1006)
2026-02-16 21:11:41 +01:00
period.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
plaid_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
plaid_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
qif_import.rb
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +02:00
recurring_transaction.rb
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule_import.rb
fix: preserve wrapped rule import json values (#1358)
2026-04-03 12:38:37 +02:00
rule_run.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
rule.rb
fix: Handle empty compound conditions on rules index (#965)
2026-02-13 19:53:24 +01:00
security.rb
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
setting.rb
Document admin-only reset auth in OpenAPI docs (#1198)
2026-03-15 00:23:38 +01:00
simplefin_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
simplefin_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +01:00
snaptrade_account.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
snaptrade_item.rb
Include newer providers in automatic family sync (#934)
2026-02-10 23:42:22 +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: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
sso_provider.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sure_import.rb
Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
2026-03-23 14:27:41 +01:00
sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
feat: Add tag badge in filter window (#1038)
2026-02-23 17:43:00 -05:00
tagging.rb
…
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
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
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
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
Initial split transaction support (#1230)
2026-03-20 21:19:30 +01:00
transfer.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
user.rb
Missing translation fallback for account subtypes (#1325)
2026-03-31 17:22:49 +02:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00