sure/app/models at a537a79eaa6e7220839018e63ca5eab9d4071a70 - sure

account

Add per-account toggle to disable automatic transaction categorization (#2636 )

2026-07-17 07:22:50 +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 income trades (interest/dividend) wiping security holdings to $0 (#2673 )

2026-07-14 01:33:35 +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

Personal finance AI (v1) (#2022 )

2025-03-28 13:08:22 -04:00

coinbase_account

fix(coinbase): qualify HoldingsProcessor constant reference (#2702 )

2026-07-17 06:35:57 +02:00

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(i18n): use existing localized labels in web UI (#2501 )

2026-07-17 07:39:11 +02:00

demo

Fix two crashes in rake demo_data:default (#2586 )

2026-07-04 03:22:53 +02:00

enable_banking_account

Don't persist zero balances when a provider balance fetch fails (#2617 )

2026-07-08 08:08:10 +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 not respecting pending transactions setting (#2686 )

2026-07-17 06:57:31 +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

perf(exchange_rate): batch-fetch rates to fix N+1 query (#2676 )

2026-07-17 07:09:29 +02:00

family

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685 )

2026-07-17 06:57:54 +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 income trades (interest/dividend) wiping security holdings to $0 (#2673 )

2026-07-14 01:33:35 +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

insight

feat(insights): proactive financial intelligence feed (#2550 )

2026-07-14 02:19:39 +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

Don't persist zero balances when a provider balance fetch fails (#2617 )

2026-07-08 08:08:10 +02:00

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

Don't persist zero balances when a provider balance fetch fails (#2617 )

2026-07-08 08:08:10 +02:00

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

oidc

fix(sso): request OIDC group claims (#2503 )

2026-07-04 08:24:31 +02:00

plaid_account

Providers sharing (#1273 )

2026-03-25 17:47:04 +01:00

plaid_entry

Add per-account toggle to disable automatic transaction categorization (#2636 )

2026-07-17 07:22:50 +02:00

plaid_item

Fix Plaid link script loading and first-sync account linking (#1165 )

2026-03-13 08:11:51 +01:00

provider

fix(provider): resolve Tiingo security currency from countryCode (#2692 )

2026-07-17 06:37:44 +02:00

provider_merchant

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

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

questrade_account

feat(provider): add native Questrade brokerage provider integration (#2534 )

2026-07-08 09:00:49 +02:00

questrade_item

feat(provider): add native Questrade brokerage provider integration (#2534 )

2026-07-08 09:00:49 +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

Add per-account toggle to disable automatic transaction categorization (#2636 )

2026-07-17 07:22:50 +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

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685 )

2026-07-17 06:57:54 +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

Start and end balance anchors for historical account balances (#2455 )

2025-07-15 11:42:41 -04:00

vector_store

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

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

wise_account

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +02:00

wise_activity

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +02:00

wise_entry

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +02:00

wise_item

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +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(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +02:00

actual_import.rb

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

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

address.rb

Fix: No comma when locality is empty (small fix) (#2111 )

2025-04-16 20:26:45 -05:00

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

Use new balance components in activity feed (#2511 )

2025-07-23 18:15:14 -04:00

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

fix(i18n): use existing localized labels in web UI (#2501 )

2026-07-17 07:39:11 +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(provider): add native Questrade brokerage provider integration (#2534 )

2026-07-08 09:00:49 +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

Don't persist zero balances when a provider balance fetch fails (#2617 )

2026-07-08 08:08:10 +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

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

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685 )

2026-07-17 06:57:54 +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

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +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(import): strip non-breaking-space thousands separators in sanitize_number (#2538 )

2026-07-17 07:38:46 +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

insight.rb

feat(insights): proactive financial intelligence feed (#2550 )

2026-07-14 02:19:39 +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

fix(i18n): use existing localized labels in web UI (#2501 )

2026-07-17 07:39:11 +02:00

invitation.rb

Share family accounts with invited members on every sign-up path (#2650 )

2026-07-14 01:39:26 +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

Update LLM token cost estimates and cost-info locales (#2690 )

2026-07-15 19:47:42 +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

Don't persist zero balances when a provider balance fetch fails (#2617 )

2026-07-08 08:08:10 +02:00

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): request OIDC group claims (#2503 )

2026-07-04 08:24:31 +02:00

other_asset.rb

…

other_liability.rb

…

pdf_import.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685 )

2026-07-17 06:57:54 +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

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +02:00

provider_merchant.rb

feat(provider): add native Questrade brokerage provider integration (#2534 )

2026-07-08 09:00:49 +02:00

provider.rb

Improve account sync performance, handle concurrent market data syncing (#2236 )

2025-05-15 10:19:56 -04:00

qif_import.rb

feat(api): expose import row diagnostics (#1644 )

2026-05-05 01:12:48 +02:00

questrade_account.rb

feat(provider): add native Questrade brokerage provider integration (#2534 )

2026-07-08 09:00:49 +02:00

questrade_item.rb

feat(provider): add native Questrade brokerage provider integration (#2534 )

2026-07-08 09:00:49 +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

Account:: namespace simplifications and cleanup (#2110 )

2025-04-14 11:40:34 -04:00

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

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685 )

2026-07-17 06:57:54 +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

Personal finance AI (v1) (#2022 )

2025-03-28 13:08:22 -04:00

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(insights): proactive financial intelligence feed (#2550 )

2026-07-14 02:19:39 +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

webauthn_credential.rb

feat(auth): add WebAuthn MFA credentials (#1628 )

2026-05-03 22:13:28 +02:00

wise_account.rb

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +02:00

wise_item.rb

feat(bank-sync): Wise integration (#2433 )

2026-07-14 03:16:28 +02:00

ynab_import.rb

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

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