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9d8b953c8e8c15deef4b8f9e8f02febd3ca65ad1
sure/app/models
History
Maxence C. 9d8b953c8e fix: only mark overlapping statement periods as duplicate (#2569) 
* fix: only mark overlapping statement periods as duplicate

* fix: treat non-overlapping statement periods as covered
2026-07-04 03:27:59 +02:00
..
account
feat(up): flag internal transfers and round-ups as funds_movement (#2460)
2026-06-30 08:19:25 +02:00
account_statement
fix: only mark overlapping statement periods as duplicate (#2569)
2026-07-04 03:27:59 +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(balance): surface reverse opening boundary adjustments (#2502)
2026-07-04 02:47:46 +02:00
balance_sheet
Address all PR review comments
2026-06-27 00:57:03 +00:00
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
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
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 DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +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
feat(mobile): add SureCard primitive and migrate account cards (#2370)
2026-06-20 21:43:20 +02:00
concerns
fix(imports): support QIF dd mmm yyyy date format (#2500)
2026-06-28 17:02:07 +02:00
demo
Fix two crashes in rake demo_data:default (#2586)
2026-07-04 03:22:53 +02:00
enable_banking_account
fix(sync): store EnableBanking credit card debt as balance instead of available credit (#2459)
2026-06-27 06:20:50 +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
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +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
import
refactor(imports): focus Sure preflight scope (#1833)
2026-06-03 00:37:21 +02:00
income_statement
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
indexa_capital_account
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
indexa_capital_item
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
investment_statement
perf(dashboard): streamline investment activity totals (#2257)
2026-06-18 20:18:18 +02:00
kraken_account
feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)
2026-06-30 07:35:14 +02:00
kraken_item
feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)
2026-06-30 07:35:14 +02:00
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
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
mercury_account
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_entry
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
mercury_item
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
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
feat(up): flag internal transfers and round-ups as funds_movement (#2460)
2026-06-30 08:19:25 +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
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +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): treat Vanguard/Fidelity cost_basis as total when needed (#1772)
2026-05-13 18:17:10 +02:00
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
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
snaptrade_account
fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)
2026-05-30 23:29:37 +02:00
snaptrade_item
feat:Add SnapTrade OAuth device flow (#2523)
2026-06-29 00:30:03 +02:00
sophtron_account
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_entry
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
sure_import
refactor(imports): focus Sure preflight scope (#1833)
2026-06-03 00:37:21 +02:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
fix(trades): guard against nil security in create_trade (#2066)
2026-06-19 16:54:37 +02:00
transaction
perf(transfers): narrow auto-transfer candidate search (#2080)
2026-06-01 22:02:01 +02:00
transfer
Fix fee display consistency, derive fees from entries, clean schema churn
2026-06-28 19:47:53 +00:00
up_account
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
up_entry
feat(up): flag internal transfers and round-ups as funds_movement (#2460)
2026-06-30 08:19:25 +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_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
account_order.rb
feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)
2026-05-19 13:37:10 +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_statement.rb
refactor(imports): back PDF imports with statements (#1786)
2026-05-30 00:22:25 +02:00
account.rb
feat(goals): investment-backed goals (Phase 2) (#2491)
2026-06-30 07:26:23 +02:00
actual_import.rb
fix(imports): import Actual rows with blank payee (#2282)
2026-06-11 09:04:56 +02:00
address.rb
…
akahu_account.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
api_key.rb
Allow multiple active API keys per user (#2077)
2026-06-26 06:47:38 +02:00
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
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
assistant.rb
feat(mcp): add get/create/update tools for tags and categories (#2374)
2026-06-21 12:01:39 +02:00
auth_config.rb
fix: use ProviderLoader for AuthConfig.sso_providers when DB providers enabled\n\nAuthConfig.sso_providers only read from YAML config, so self-hosted\nsetups with DB-configured SSO providers (e.g. Authentik via admin UI)\nhad no SSO button on the login page.\n\nWire it to ProviderLoader.load_providers when FeatureFlags.db_sso_providers?\nis true, falling back to YAML config otherwise. (#1614)
2026-05-01 13:31:32 +02:00
background_job_health.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
balance_sheet.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
balance.rb
…
binance_account.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
binance_item.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_account.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
budget_category.rb
feat(assistant): add get_budget function for budget tracking (#1966)
2026-05-30 00:51:16 +02:00
budget.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
category_import.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
category.rb
Fixes issue #2415 - Subcategories are not alphabetically ordered like Categories (#2429)
2026-06-29 00:37:59 +02:00
chat.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
coinbase_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
coinbase_item.rb
Refactor: Use Encryptable concern in CoinbaseItem (#1339)
2026-04-07 16:28:01 +02:00
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
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
crypto.rb
feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)
2026-05-18 20:49:28 +02:00
current.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
data_enrichment.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
debug_log_entry.rb
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
depository.rb
fix(family): include HSA depository accounts in tax-advantaged exclusion (#2004)
2026-05-31 16:24:01 +02:00
enable_banking_account.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item.rb
feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)
2026-06-04 19:53:52 +02:00
entry_search.rb
fix(transactions): include enable_banking in pending/confirmed status filter (#1885)
2026-05-31 22:17:56 +02:00
entry.rb
fix: Transaction Pagination Skipping Entries (#2179)
2026-06-16 10:51:51 +02:00
entryable.rb
Fix NoMethodError on nil entryable in account activity feed (#1316)
2026-03-29 17:30:12 +02:00
exchange_rate_pair.rb
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
exchange_rate.rb
…
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
…
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
fix(imports): support QIF dd mmm yyyy date format (#2500)
2026-06-28 17:02:07 +02:00
goal_account.rb
feat(goals): earmark a portion of an account toward a goal (Phase 1) (#2490)
2026-06-30 06:55:29 +02:00
goal_pledge.rb
feat(goals): investment-backed goals (Phase 2) (#2491)
2026-06-30 07:26:23 +02:00
goal.rb
feat(goals): investment-backed goals (Phase 2) (#2491)
2026-06-30 07:26:23 +02:00
holding.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import_session.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
import_source_mapping.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
import.rb
fix(imports): normalize CSV upload encoding when validations are skipped (#2299)
2026-06-16 17:13:03 +02:00
income_statement.rb
resolved the issues raised post pr
2026-06-27 00:57:03 +00:00
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
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
investment_flow_statement.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
investment_statement.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
investment.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
invitation.rb
fix(family-sharing): prevent silent data loss when rehoming or removing users (#1896)
2026-05-27 23:25:46 +02:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
kraken_account.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
kraken_item.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
llm_usage.rb
feat(ai): Anthropic batch ops + LLM cost ledger (2/5) (#1984)
2026-06-01 22:00:48 +02:00
loan.rb
Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)
2026-06-11 20:26:40 +02:00
lunchflow_account.rb
feat: scope Mercury account uniqueness to mercury_item (#1032)
2026-03-19 15:17:55 +01:00
lunchflow_item.rb
Constrain Lunchflow base URL to trusted endpoint (#1768)
2026-05-12 12:18:17 +02:00
market_data_importer.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
measurement.rb
…
merchant_import.rb
feat(merchants): add raw data import (csv) for merchants (#1992)
2026-06-06 16:33:32 +02:00
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
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
message.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
mint_import.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
fix(sso): preserve user-edited name across OIDC logins (#1777)
2026-05-12 21:55:22 +02:00
other_asset.rb
…
other_liability.rb
…
pdf_import.rb
feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)
2026-06-09 23:02:26 +02:00
period.rb
feat(dashboard): unify per-widget period selectors into one picker (#2162)
2026-06-04 23:11:43 +02:00
plaid_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
plaid_item.rb
fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)
2026-05-28 14:55:21 +02:00
property.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
provider_connection_status.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
provider_merchant.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
provider.rb
…
qif_import.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
recurring_transaction.rb
fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers (#2110)
2026-06-03 00:04:32 +02:00
rejected_transfer.rb
…
rule_import.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
rule_run.rb
fix(rules): count blocked rule transactions (#1782)
2026-05-14 21:56:49 +02:00
rule.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
security.rb
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +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
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +02:00
simplefin_account.rb
Fix SimpleFIN epoch-string balance dates (#2397)
2026-06-25 05:38:06 +02:00
simplefin_item.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
snaptrade_account.rb
fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)
2026-05-30 23:29:37 +02:00
snaptrade_item.rb
feat:Add SnapTrade OAuth device flow (#2523)
2026-06-29 00:30:03 +02:00
sophtron_account.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
sophtron_item.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
sso_audit_log.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
sso_provider_tester.rb
fix(auth): surface exact OIDC issuer mismatches (#1666)
2026-05-05 00:47:45 +02:00
sso_provider.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sure_import.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
sync.rb
fix(sync): prevent NoMethodError when syncable is nil in after_commit (#2484)
2026-06-29 00:47:09 +02:00
tag.rb
feat: Add tag badge in filter window (#1038)
2026-02-23 17:43:00 -05:00
tagging.rb
…
tool_call.rb
…
trade_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
trade.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transaction_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
transaction.rb
Merge branch 'we-promise:main' into Transfer-charges
2026-06-30 11:55:59 +05:30
transfer.rb
fix: derive amount_abs from inflow entry to avoid $0.00 regression on auto-matched transfers
2026-06-30 18:00:13 +00:00
trend.rb
fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)
2026-07-04 03:13:39 +02:00
up_account.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
up_item.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
user_message.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
user.rb
feat: add preference to disable modal close on outside click (#2226)
2026-07-01 01:50:20 +02:00
valuation.rb
…
vector_store.rb
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
vehicle.rb
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webauthn_credential.rb
feat(auth): add WebAuthn MFA credentials (#1628)
2026-05-03 22:13:28 +02:00
ynab_import.rb
feat(imports): add YNAB CSV import (#2361)
2026-06-16 08:32:17 +02:00