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a91a4397e923992414e01dad024edea0100b46d0
sure/app/models
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LPW a91a4397e9 Simplefin liabilities recording fix (#410) 
* Add tests and logic for Simplefin account balance normalization

- Introduced `SimplefinAccountProcessorTest` to verify balance normalization logic.
- Updated `SimplefinAccount::Processor` to invert negative balances for liability accounts (credit cards and loans) while keeping asset balances unchanged.
- Added comments to clarify balance conventions and sign normalization rules.

* Refactor balances-only sync logic and improve tests for edge cases

- Updated `SimplefinItem::Importer` and `SimplefinItem::Syncer` to ensure `last_synced_at` remains nil during balances-only runs, preserving chunked-history behavior for full syncs.
- Introduced additional comments to clarify balances-only implications and syncing logic.
- Added test case in `SimplefinAccountProcessorTest` to verify correct handling of overpayment for credit card liabilities.
- Refined balance normalization in `SimplefinAccount::Processor` to always invert liability balances for consistency.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-03 18:40:37 +01:00
..
account
Add tests and logic for adopting unowned holdings during provider imports
2025-11-22 15:41:09 -05:00
assistant
Providers factory (#250)
2025-10-28 19:32:27 +01:00
balance
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
balance_sheet
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
concerns
fix: Fix Enable Banking sync date determination
2025-11-30 17:58:29 +01:00
demo
Make branding configurable (#173)
2025-10-22 19:14:03 +02:00
enable_banking_account
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_entry
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item
fix: Fix Enable Banking sync date determination
2025-11-30 17:58:29 +01:00
exchange_rate
Rate exchange fix (#377)
2025-11-24 17:54:18 +01:00
family
feat: Include transaction notes in LLM data for merchant/category determination
2025-11-30 19:16:23 +01:00
holding
Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417)
2025-06-26 16:57:17 -04:00
import
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
income_statement
Separate exclude and one-time transaction handling (#2400)
2025-06-20 17:10:36 -04:00
lunchflow_account
Improvements (#379)
2025-11-25 20:21:29 +01:00
lunchflow_entry
Lunchflow UI fixes (#384)
2025-11-27 15:24:34 +01:00
lunchflow_item
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
plaid_account
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_entry
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item
Lazy load Plaid link tokens, fix link issues on broadcast (#2302)
2025-05-25 08:12:54 -04:00
provider
fix: retrieve only accounted transactions to avoid duplicates
2025-12-01 19:37:52 +01:00
recurring_transaction
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
rule
Rules: Alphabetize <select>s in new rule form (#280)
2025-11-04 23:15:35 +01:00
security
Add support for provider selection (#346)
2025-11-17 18:13:20 +01:00
simplefin
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
simplefin_account
Simplefin liabilities recording fix (#410)
2025-12-03 18:40:37 +01:00
simplefin_entry
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
simplefin_item
Simplefin liabilities recording fix (#410)
2025-12-03 18:40:37 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +02:00
transaction
Include subcategories in transaction search filters (#401)
2025-12-01 23:38:48 +01:00
transfer
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_import.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_order.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
account_provider.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
account.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
Add secure OAuth2-based mobile authentication
2025-06-18 08:20:22 -05:00
application_record.rb
…
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
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
balance_sheet.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
budget_category.rb
budget_category: Drop override of subcategory? (#310)
2025-11-10 14:35:18 +01:00
budget.rb
Fix budget navigation to allow selecting previous months
2025-07-23 18:26:04 -04:00
category_import.rb
Support category .csv import (#326)
2025-11-15 19:00:52 +01:00
category.rb
Category improvements (#232)
2025-10-24 19:39:42 +02:00
chat.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
credit_card.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
current.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
data_enrichment.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
developer_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
enable_banking_account.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
entry_search.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
entry.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
entryable.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
holding.rb
Fixed average cost calculation
2025-11-23 20:43:55 +05:30
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
Support category .csv import (#326)
2025-11-15 19:00:52 +01:00
income_statement.rb
Lunchflow integration (#259)
2025-10-30 14:07:16 +01:00
investment.rb
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
invitation.rb
Fix duplicate invites (#1437)
2024-11-08 09:58:35 -06:00
invite_code.rb
Rubocop updates (#1118)
2024-08-23 10:06:24 -04:00
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
FIX pull fresh accounts from API (#385)
2025-11-28 20:42:57 +01:00
lunchflow_item.rb
Improvements (#379)
2025-11-25 20:21:29 +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
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +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
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
mobile_device.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
oidc_identity.rb
Eliminate code duplication in OIDC identity creation (#230)
2025-10-25 22:23:28 +02:00
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
period.rb
New "last month" period and clarify "30D" label
2025-11-27 10:59:33 +01:00
plaid_account.rb
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
recurring_transaction.rb
Add support for manual recurring transaction creation (#311)
2025-11-14 00:31:12 +01:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
security.rb
Remove Synth Finance references (#47)
2025-08-02 00:28:55 +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
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
setting.rb
Add support for provider selection (#346)
2025-11-17 18:13:20 +01:00
simplefin_account.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
simplefin_item.rb
Lunchflow settings family (#363)
2025-11-22 02:14:29 +01:00
subscription.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tagging.rb
…
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_import.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
trade.rb
Centralize entry naming (#2454)
2025-07-10 18:40:38 -04:00
transaction_import.rb
Add transaction dedup support for CSV imports (#304)
2025-11-10 12:09:22 +01:00
transaction.rb
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
transfer.rb
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
2025-06-20 13:31:58 -04:00
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
Initial implementation of collapsible sections and re-order feature (#355)
2025-11-26 17:51:38 +01:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00