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acbe6842efe4e5c0dd086a5db8794b6de93a38bf
sure/app/models
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Juan José Mata acbe6842ef Merge branch 'main' into claude/sure-patrimonial-history-c8s7am 
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-08-01 11:59:42 -07:00
..
account
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +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
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
Merge branch 'main' into claude/sure-patrimonial-history-c8s7am
2026-08-01 11:59:42 -07:00
balance
feat(accounts): add Gains / ROI chart view for investment accounts (#2660)
2026-07-25 20:14:56 +02:00
balance_sheet
feat(reports): add net worth chart with breakdown tooltip (#2716)
2026-07-25 05:59:32 +02:00
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
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
fix(coinbase): qualify HoldingsProcessor constant reference (#2702)
2026-07-17 06:35:57 +02:00
coinbase_item
…
coinstats_account
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
coinstats_item
feat(mobile): add SureCard primitive and migrate account cards (#2370)
2026-06-20 21:43:20 +02:00
concerns
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
demo
Fix two crashes in rake demo_data:default (#2586)
2026-07-04 03:22:53 +02:00
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 transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
…
exchange_rate
Fix(exchange_rate): Handle RecordInvalid in find_or_fetch_rate race condition (#2734)
2026-07-30 03:05:14 +02:00
family
fix(exports): include merchants.csv in family data export (#2758)
2026-08-01 08:45:14 +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 transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
indexa_capital_item
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
insight
fix(insights): respect recurring_transactions_disabled in subscription_audit (#2831)
2026-08-01 08:47:50 +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 transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +02:00
lunchflow_item
fix(lunchflow): prune orphaned accounts deleted upstream (#1861) (#1886)
2026-07-17 22:49:31 +02:00
merchant
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
mercury_account
…
mercury_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
…
plaid_entry
Add per-account toggle to disable automatic transaction categorization (#2636)
2026-07-17 07:22:50 +02:00
plaid_item
…
property
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
provenance
Correct the vault tools' reconciliation claims and citation parsing
2026-08-01 17:15:24 +00:00
provider
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
provider_merchant
feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)
2026-06-09 23:02:26 +02:00
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
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
Add send_email_notification rule action (#2527)
2026-07-17 23:00:18 +02:00
security
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +02:00
simplefin
…
simplefin_account
Add per-account toggle to disable automatic transaction categorization (#2636)
2026-07-17 07:22:50 +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
feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)
2026-07-17 06:57:54 +02:00
snaptrade_account
fix(snaptrade): sign bare TRANSFER activities by provider direction (#2792)
2026-07-25 18:54:37 +02:00
snaptrade_item
feat(mcp): Add MCP transaction update tool (#2719)
2026-08-01 20:57:43 +02:00
sophtron_account
Add Sophtron Provider (#596)
2026-04-19 11:16:04 +02:00
sophtron_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
…
trade
fix(trades): guard against nil security in create_trade (#2066)
2026-06-19 16:54:37 +02:00
trading212_account
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +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
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
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
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
…
account_share.rb
…
account_statement.rb
refactor(imports): back PDF imports with statements (#1786)
2026-05-30 00:22:25 +02:00
account.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +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
…
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
Merge branch 'main' into claude/sure-patrimonial-history-c8s7am
2026-08-01 11:59:42 -07:00
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_console.rb
feat(settings): super-admin background jobs console (#2682)
2026-07-21 05:50:40 +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
…
balance.rb
…
binance_account.rb
…
binance_item.rb
…
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(plan): unify Budgets and Goals under a single Plan tab (#2687)
2026-08-01 08:51:08 +02:00
budget.rb
feat(plan): unify Budgets and Goals under a single Plan tab (#2687)
2026-08-01 08:51:08 +02:00
category_import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
category.rb
Fix N+1 queries on categories index by batching lookups and removing … (#2163)
2026-07-21 10:00:15 +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
…
coinbase_item.rb
…
coinstats_account.rb
…
coinstats_item.rb
…
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
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
data_enrichment.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +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
…
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
…
family_export.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
family_merchant_association.rb
…
family_merchant.rb
fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)
2026-07-26 01:38:31 +02:00
family.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +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(plan): unify Budgets and Goals under a single Plan tab (#2687)
2026-08-01 08:51:08 +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
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
impersonation_session_log.rb
…
impersonation_session.rb
…
import_session.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
import_source_mapping.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
income_statement.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.rb
…
indexa_capital_item.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
insight.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.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
…
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
…
measurement.rb
…
merchant_import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
merchant.rb
…
mercury_account.rb
…
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
…
notification_delivery.rb
Add send_email_notification rule action (#2527)
2026-07-17 23:00:18 +02:00
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(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +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
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +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(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
provider_merchant.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
provider_request_count.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
provider.rb
…
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
redbark_account.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
redbark_item.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
rejected_transfer.rb
…
rule_import.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
rule_run.rb
fix(rules): count blocked rule transactions (#1782)
2026-05-14 21:56:49 +02:00
rule.rb
Add send_email_notification rule action (#2527)
2026-07-17 23:00:18 +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
…
session.rb
…
setting.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
simplefin_account.rb
Fix SimpleFIN epoch-string balance dates (#2397)
2026-06-25 05:38:06 +02:00
simplefin_item.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
snaptrade_account.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +02:00
snaptrade_item.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +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
…
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
…
sure_import.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
sync.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
tag.rb
…
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
trading212_account.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
transaction_import.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
transaction.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
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): gate the insights feed behind preview features (#2788)
2026-07-26 07:18:23 +02:00
valuation.rb
…
vector_store.rb
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vehicle.rb
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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