soky srm a5bccaf2a1 Generic LLMs improvements (#605) ...

* Generic LLMs improvements

  1. app/models/provider/openai/auto_categorizer.rb:535-540
  - If description is blank, now falls back to merchant name

  2. app/models/provider/openai/auto_merchant_detector.rb:492-498
  - Now includes merchant first, then description (joined with " - ")

* FIX linter

2026-01-11 10:32:03 +01:00

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accountable_sparklines

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accounts

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

api/v1

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

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

assistant_messages

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budget_categories

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

budgets

Fix budgets page UI (#427)

2025-12-09 21:02:23 +01:00

categories

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

category

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

chats

Demo warning in /chat UI (#466)

2025-12-19 16:30:21 +01:00

coinstats_items

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

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

credit_cards

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cryptos

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depositories

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developer_messages

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doorkeeper

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email_confirmation_mailer

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enable_banking_items

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

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

entries

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

family_exports

copilot suggestion

2026-01-05 02:13:12 +01:00

family_merchants

Merchants improvements (#594)

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

holdings

Merchants improvements (#594)

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

impersonation_sessions

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import

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

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

imports

CSV drag&drop styling fixes (#604)

2026-01-10 22:02:28 +01:00

investments

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invitation_mailer

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invitations

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invite_codes

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layouts

Merge pull request #511 from we-promise/codex/conditionally-load-plaid-javascript-library

2026-01-07 17:15:05 +01:00

loans

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lunchflow_items

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

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

messages

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mfa

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oidc_accounts

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

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

onboardings

Expand budgeting icon options (#341)

2025-12-12 16:05:53 +01:00

other_assets

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other_liabilities

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pages

Support uncategorized investments (#593)

2026-01-09 19:45:42 +01:00

password_mailer

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password_resets

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passwords

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plaid_items

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

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

properties

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pwa

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recurring_transactions

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

registrations

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reports

Support uncategorized investments (#593)

2026-01-09 19:45:42 +01:00

rule

Fix action value rendering for text-type executors in rule form (#527)

2025-12-31 10:46:26 +01:00

rules

Implement Run all rules (#582)

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

securities

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sessions

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

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

settings

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

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

shared

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

simplefin_items

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

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

subscriptions

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tag/deletions

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tags

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trades

Add investment tracking to expenses (#381)

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

transactions

Generic LLMs improvements (#605)

2026-01-11 10:32:03 +01:00

transfer_matches

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transfers

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user_messages

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users

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valuations

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

vehicles

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