Nate Mendes 61c1e0d7e1 fix(accounts): keep the entered current balance when it differs from the opening one (#3301) ...

create_and_sync anchors only the opening balance. For an account whose
opening balance differs from today's — a loan entered with its original
principal alongside its current remaining balance — that opening anchor is
the account's only entry, so the initial sync walks forward from it and
overwrites the balance the user just typed.

Anchor today's balance too, as an explicit same-day reconciliation, whenever
the two differ and the opening anchor sits on an earlier day. The date guard
matters because opening_balance_date is user-editable and can be today:
ReconciliationManager matches an existing valuation by date alone, kind is
not part of the lookup, so it would reuse the opening anchor and reassign its
amount — discarding the opening balance and leaving a kind: "opening_anchor"
row holding the current balance. On its own date the opening balance wins.

A direct reconciliation rather than CurrentBalanceManager keeps the anchor
type-agnostic: the manager's cash-account strategy computes a zero delta at
creation and would only rewrite the opening anchor, leaving today's balance
unanchored for the first sync.

initial_balance's presence is read from the raw value, because "".to_d is 0.
A blank field would otherwise set an opening balance of 0 and, since 0
differs from the entered balance, write a reconciliation on top. An explicit
0 is still a real opening balance.

initial_balance is a Loan attribute today, so the loan regression tests cover
the reachable path.

2026-09-01 02:30:47 +02:00

..

account

Reconcile PDF statement imports against transactions that already exist (#3105)

2026-08-22 03:14:03 +02:00

ai_health

Surface probe timeout separately from LLM request timeout on System Health (#3276)

2026-09-01 01:48:05 +02:00

akahu_account

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

akahu_item

fix(akahu): pull full history on initial Akahu sync (#2779)

2026-07-25 20:11:25 +02:00

assistant

feat(goals): show what each account still has room to earmark (#3166)

2026-08-26 21:12:06 +02:00

balance

Exclude pending transactions from balances (#2897)

2026-08-24 23:32:45 +02:00

balance_sheet

fix(charts): round series values to the currency's display precision (#3091)

2026-08-22 04:30:23 +02:00

binance_account

fix(binance): let go of an asset the wallet no longer holds (#3234)

2026-08-28 08:14:42 +02:00

binance_item

fix(binance): let go of an asset the wallet no longer holds (#3234)

2026-08-28 08:14:42 +02:00

brex_account/transactions

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

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

coinbase_account

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

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

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

feat(mobile): add SureCard primitive and migrate account cards (#2370)

2026-06-20 21:43:20 +02:00

concerns

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

demo

Fix demo refresh monitoring key reuse (#3217)

2026-08-27 12:27:01 -07:00

enable_banking_account

fix(enable-banking): preserve manual card limit when provider reports zero (#2841)

2026-08-01 08:44:30 +02:00

enable_banking_entry

fix(enable-banking): use real merchant instead of POS terminal line for name (#2968)

2026-08-22 23:52:35 +02:00

enable_banking_item

fix: tolerate Trade Republic Enable Banking pagination/PDNG errors (#392) (#2828)

2026-08-01 08:27:59 +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(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

goal

feat(goals): surface money that left a goal's accounts unexplained (#3177)

2026-08-26 21:15:31 +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): a transfer must not set a cost basis (#3154)

2026-08-28 07:53:33 +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

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

indexa_capital_account

fix(indexa_capital): correct cash activity amount-sign convention (#2793) (#2801)

2026-07-26 01:47:53 +02:00

insight

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +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/investments

Implement holdings for lunch flow (#590)

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

lunchflow_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

lunchflow_item

fix(lunchflow): keep balances current during rate limits (#3129)

2026-08-26 07:55:25 +02:00

merchant

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +02:00

mercury_account

feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)

2026-06-30 07:37:14 +02:00

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

onchain

Track self-custody wallets natively: Bitcoin, EVM and Solana (#3081)

2026-08-22 21:27:38 +02:00

onchain_wallet_account

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

onchain_wallet_item

fix(onchain): a deleted account leaves no wallet row behind (#3182)

2026-08-26 08:22:17 +02:00

plaid_account

Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)

2026-06-11 20:26:40 +02:00

plaid_entry

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

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

plaid_item

…

provenance

Tooling for the wealth + tax agent harness (#2848)

2026-08-04 23:33:01 +02:00

provider

fix(pdf-vision): render PDFs with poppler-utils + surface a concrete admin failure reason (#3275)

2026-08-31 23:27:04 +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

recurring_transaction

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

redbark_account

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

redbark_item

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

rule

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

security

fix(security): prevent Security::Price uniqueness validation error (#3120)

2026-08-27 21:58:34 +02:00

simplefin

UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)

2025-11-24 14:07:14 +01:00

simplefin_account

fix(simplefin): stop repair_stale_linkages from hijacking a live linkage on a same-name twin (#3116)

2026-08-22 06:34:09 +02:00

simplefin_entry

Don’t re-create pending SimpleFIN transactions when pending sync is disabled (#2835)

2026-07-30 01:13:02 +02:00

simplefin_item

Fix SimpleFIN balances-only liability signs (#3187)

2026-08-27 00:02:44 +02:00

snaptrade_account

fix(snaptrade): sign bare TRANSFER activities by provider direction (#2792)

2026-07-25 18:54:37 +02:00

sophtron_item

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

transaction

fix(transactions): dedupe tag filter for correct summary totals (#3174) (#3290)

2026-08-31 22:49:48 +02:00

transfer

Add tags support for transfer transactions (#2921)

2026-08-05 19:47:34 +02:00

up_account/transactions

feat(up): map Up category slugs to Sure categories on import (#2487)

2026-08-22 08:26:48 +02:00

up_entry

feat(up): map Up category slugs to Sure categories on import (#2487)

2026-08-22 08:26:48 +02:00

up_item

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

valuation

…

vector_store

Add live AI checks to system health (#3155)

2026-08-24 22:41:08 +02:00

wise_activity

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

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

wise_entry

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

wise_item

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

wise_statement

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

account_ibkr_creation_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

account_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

account_provider_test.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

account_share_test.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

account_simplefin_creation_test.rb

UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)

2025-11-24 14:07:14 +01:00

account_statement_test.rb

fix: only mark overlapping statement periods as duplicate (#2569)

2026-07-04 03:27:59 +02:00

account_test.rb

fix(accounts): keep the entered current balance when it differs from the opening one (#3301)

2026-09-01 02:30:47 +02:00

actual_import_test.rb

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

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

address_test.rb

fix: change postal_code column from integer to string (#1585)

2026-04-29 15:30:04 +02:00

ai_health_test.rb

Add function-calling probe to detect tool-use support (#3255)

2026-08-31 19:47:48 +02:00

akahu_account_test.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item_importer_error_messages_test.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item_unlinking_test.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

api_key_test.rb

Allow multiple active API keys per user (#2077)

2026-06-26 06:47:38 +02:00

archived_export_test.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

assistant_message_test.rb

fix(chat): make the assistant response timeout configurable (#2910)

2026-08-15 06:12:22 +02:00

assistant_test.rb

feat(ai): analytical tool-set upgrade for the builtin assistant (#3064)

2026-08-21 21:58:47 +02:00

background_job_console_test.rb

feat(settings): super-admin background jobs console (#2682)

2026-07-21 05:50:40 +02:00

background_job_health_test.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

balance_sheet_test.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

binance_account_test.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

binance_item_test.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

brex_account_test.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

brex_item_test.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

budget_available_cash_test.rb

feat(budgets): show what is actually free, beside the plan (#3179)

2026-08-26 21:17:51 +02:00

budget_category_test.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

budget_share_test.rb

feat(budgets): add per-user personal budgets with strict isolation (#2891)

2026-08-18 08:36:46 +02:00

budget_test.rb

feat(budgets): carry a category's unspent budget into the next month (#3143)

2026-08-26 06:29:15 +02:00

category_import_test.rb

Make categories global (#1160)

2026-03-11 15:54:01 +01:00

category_test.rb

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

chat_test.rb

fix(chat): make the assistant response timeout configurable (#2910)

2026-08-15 06:12:22 +02:00

coinbase_account_test.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinbase_item_test.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinstats_account_test.rb

Add DeFi via Coinstats (#1417)

2026-04-11 21:37:07 +02:00

coinstats_item_test.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

crypto_test.rb

Fix crypto subtype for trades api (#1022)

2026-02-19 19:51:42 +01:00

current_test.rb

…

debug_log_entry_test.rb

Add super_admin debug event log (#1816)

2026-05-17 16:55:01 +02:00

enable_banking_account_processor_test.rb

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

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

enable_banking_account_test.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

enable_banking_item_test.rb

feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)

2026-06-04 19:53:52 +02:00

entry_reconciliation_test.rb

Reconcile PDF statement imports against transactions that already exist (#3105)

2026-08-22 03:14:03 +02:00

entry_split_test.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

entry_test.rb

feat(transactions): surface recently-used categories in the category picker (#2829)

2026-08-04 23:03:12 +02:00

exchange_rate_pair_test.rb

Fix SimpleFIN partial auth reconnect status (#2509)

2026-06-28 16:12:33 +02:00

exchange_rate_test.rb

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

family_document_test.rb

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

family_export_test.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

family_merchant_test.rb

fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)

2026-07-26 01:38:31 +02:00

family_test.rb

Fix budget cache invalidation after transaction deletion (#2808)

2026-08-25 04:02:01 +02:00

goal_account_test.rb

feat(goals): a reached goal lets go of the money it was holding (#3165)

2026-08-26 07:20:48 +02:00

goal_consumption_test.rb

fix(goals): stop a whole-account spend counting the same money twice (#3219)

2026-08-27 21:15:43 +02:00

goal_pledge_test.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

goal_test.rb

feat(goals): call a reserve's amount what the rest of the app calls it (#3230)

2026-08-28 07:32:30 +02:00

holding_test.rb

fix(holdings): a transfer must not set a cost basis (#3154)

2026-08-28 07:53:33 +02:00

ibkr_account_processor_test.rb

fix(ibkr): correct historical cash/non-cash split for linked accounts (#1813)

2026-05-18 21:03:04 +02:00

ibkr_item_importer_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_item_report_parser_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_item_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

impersonation_session_test.rb

…

import_encoding_test.rb

fix(imports): normalize CSV upload encoding when validations are skipped (#2299)

2026-06-16 17:13:03 +02:00

import_session_test.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

import_test.rb

fix: support DD/MM/YY date format for CSV imports (#3110)

2026-08-22 03:55:08 +02:00

income_statement_test.rb

Feature/dashboard Add "Money In / Out" dashboard widget with monthly bar chart (#2594)

2026-07-25 04:59:29 +02:00

indexa_capital_account_test.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

indexa_capital_item_test.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

insight_test.rb

fix(insights): correct the budget card's figure, badge noise and toast a11y (#2799)

2026-08-01 08:39:04 +02:00

investment_flow_statement_test.rb

perf(reports): collapse investment flow aggregates (#2190)

2026-06-06 17:11:33 +02:00

investment_statement_test.rb

perf: memoize Family#balance_sheet/investment_statement, cache transactions-index side queries (#3058)

2026-08-25 03:40:57 +02:00

investment_test.rb

feat(investments): add India investment subtypes and exchange support (#1659)

2026-05-05 01:04:29 +02:00

invitation_test.rb

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

2026-07-14 01:39:26 +02:00

invite_code_test.rb

…

kraken_item_test.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

llm_usage_test.rb

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

2026-07-15 19:47:42 +02:00

loan_test.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +02:00

lunchflow_account_processor_test.rb

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

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

lunchflow_item_test.rb

Constrain Lunchflow base URL to trusted endpoint (#1768)

2026-05-12 12:18:17 +02:00

market_data_importer_test.rb

Add throttling and cross-rate for twelve data (#1396)

2026-04-07 20:46:05 +02:00

mercury_account_test.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

mercury_item_test.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

mint_import_test.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

mobile_device_test.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

oidc_identity_test.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

onchain_wallet_account_test.rb

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

onchain_wallet_item_test.rb

fix(onchain): a deleted account leaves no wallet row behind (#3182)

2026-08-26 08:22:17 +02:00

pdf_import_reconciliation_test.rb

Reconcile PDF statement imports against transactions that already exist (#3105)

2026-08-22 03:14:03 +02:00

pdf_import_test.rb

refactor(imports): back PDF imports with statements (#1786)

2026-05-30 00:22:25 +02:00

period_test.rb

feat(dashboard): unify per-widget period selectors into one picker (#2162)

2026-06-04 23:11:43 +02:00

personal_budget_test.rb

feat(budgets): add per-user personal budgets with strict isolation (#2891)

2026-08-18 08:36:46 +02:00

plaid_account_test.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

plaid_item_test.rb

Fix user-triggered Plaid transaction refresh (#3206)

2026-08-27 21:34:09 +02:00

provider_connection_status_test.rb

Fix SimpleFIN partial auth reconnect status (#2509)

2026-06-28 16:12:33 +02:00

provider_merchant_test.rb

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +02:00

provider_request_count_test.rb

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

provider_test.rb

fix(pdf-vision): render PDFs with poppler-utils + surface a concrete admin failure reason (#3275)

2026-08-31 23:27:04 +02:00

qif_import_test.rb

fix(imports): support QIF dd mmm yyyy date format (#2500)

2026-06-28 17:02:07 +02:00

recurrence_rule_test.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_occurrence_test.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_transaction_amount_edit_test.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_transaction_test.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

redbark_item_test.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

rule_import_test.rb

fix: preserve wrapped rule import json values (#1358)

2026-04-03 12:38:37 +02:00

rule_run_test.rb

Improve async AI rule error reporting (#2271)

2026-08-22 23:28:37 +02:00

rule_test.rb

Add "Transaction account" as rule condition filter (#1186)

2026-03-13 07:59:45 +01:00

security_test.rb

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

series_test.rb

fix(charts): round series values to the currency's display precision (#3091)

2026-08-22 04:30:23 +02:00

setting_test.rb

…

sidekiq_health_test.rb

feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1906)

2026-08-22 07:17:29 +02:00

simplefin_account_processor_test.rb

Fix SimpleFIN inverting Loan account balances (#1574)

2026-04-29 13:00:38 +02:00

simplefin_account_test.rb

Fix SimpleFIN epoch-string balance dates (#2397)

2026-06-25 05:38:06 +02:00

simplefin_item_dedupe_test.rb

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simplefin_item_test.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

snaptrade_account_processor_test.rb

Fix SnapTrade holdings by using the /positions/all endpoint (#3043)

2026-08-17 06:00:43 +02:00

snaptrade_account_test.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

snaptrade_data_helpers_test.rb

Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)

2026-01-23 00:27:00 +01:00

snaptrade_item_oauth_test.rb

feat(snaptrade): add device-flow OAuth alongside the browser redirect (#3126)

2026-08-25 04:28:25 +02:00

snaptrade_item_test.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

sophtron_account_test.rb

[codex] Complete Sophtron account mapping (#1698)

2026-05-08 15:15:23 +02:00

sophtron_item_test.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sso_identity_block_test.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

sso_provider_test.rb

Normalize legacy SSO icon values before validation (#955)

2026-02-10 23:14:58 +01:00

sso_provider_tester_test.rb

fix(auth): surface exact OIDC issuer mismatches (#1666)

2026-05-05 00:47:45 +02:00

subscription_test.rb

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sure_import_test.rb

fix(i18n): localize SureImport preflight references (U6) (#3266)

2026-08-30 04:33:39 +02:00

sync_test.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

syncable_test.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

tag_test.rb

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trade_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

trade_test.rb

fix(reports): a transfer out is not a sale (#3192)

2026-08-28 07:16:40 +02:00

trading212_account_test.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_activities_processor_test.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_data_helpers_test.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_holdings_processor_test.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_item_importer_test.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_item_syncer_test.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_item_test.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

transaction_attachment_validation_test.rb

feat(transaction): add support for file attachments using Active Storage (#713)

2026-03-14 23:56:27 +01:00

transaction_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

transaction_test.rb

fix: disable Mark as Recurring button when a manual recurring transaction already exists (#3103)

2026-08-22 02:43:29 +02:00

transfer_test.rb

Fix fee display consistency, derive fees from entries, clean schema churn

2026-06-28 19:47:53 +00:00

trend_test.rb

fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)

2026-07-04 03:13:39 +02:00

up_account_test.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

user_message_test.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

user_test.rb

Fix first-user super-admin race (#3268)

2026-08-31 23:29:38 +02:00

vector_store_test.rb

Add live AI checks to system health (#3155)

2026-08-24 22:41:08 +02:00

wise_account_test.rb

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

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

wise_item_test.rb

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

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

ynab_import_test.rb

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

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