AdamWHY2K ad386c6e27 fix: Lunchflow pending transaction duplicates, missing from search and filter (#859) ...

* fix: lunchflow parity with simplefin/plaid pending behaviour

* fix: don't suggest duplicate if both entries are pending

* refactor: reuse the same external_id for re-synced pending transactions

* chore: replace illogical duplicate collision test with multiple sync test

* fix: prevent duplicates when users edit pending lunchflow transactions

* chore: add test for preventing duplicates when users edit pending lunchflow transactions

* fix: normalise extra hash keys for pending detection

2026-02-01 23:48:54 +01:00

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account

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

assistant

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

balance

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

balance_sheet

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chat

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coinbase_account

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

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

coinbase_item

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

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

coinstats_account

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

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

coinstats_entry

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

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

coinstats_item

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

concerns

Merge branch 'main' into feature/llm-cache-reset

2026-01-27 08:50:01 +01:00

demo

Add deterministic API key for uptime monitoring (#834)

2026-01-30 12:29:46 +01:00

enable_banking_account

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

enable_banking_entry

Initial enable banking implementation (#382)

2025-11-29 13:31:08 +01:00

enable_banking_item

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

eval

Small llms improvements (#400)

2025-12-07 18:11:34 +01:00

exchange_rate

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family

fix: Show cancellation message when subscription is pending cancellation (#752)

2026-01-23 18:55:51 +01:00

holding

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

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

import

Enhanced Import Amount Type Selection (#506)

2026-01-23 22:12:02 +01:00

income_statement

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

investment_statement

Add investment tracking to expenses (#381)

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

lunchflow_account

Remove InvestmentActivityDetector and related functionality

2026-01-12 15:35:14 -05:00

lunchflow_entry

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

lunchflow_item

feat: process pending transactions from lunchflow (#731)

2026-01-23 00:53:24 +01:00

merchant

Merchants improvements (#594)

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

mercury_account

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mercury_entry

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mercury_item

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

plaid_account

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

plaid_entry

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

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

plaid_item

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

provider

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

recurring_transaction

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rule

FR: Add transaction type as rule condition option (#790)

2026-01-26 16:53:05 +01:00

security

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

simplefin

Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)

2026-01-05 22:11:47 +01:00

simplefin_account

Move money market tickers and patterns to configuration (#712)

2026-01-20 07:44:12 +01:00

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

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

snaptrade_account

Fix locale mismatch and add option activity type mappings (#743)

2026-01-23 00:28:17 +01:00

snaptrade_item

Add SnapTrade connection management UI for freeing up connection slots (#747)

2026-01-23 08:55:34 +01:00

tool_call

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trade

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

transaction

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

transfer

Centralize investment_contributions_category logic and update references for streamlined handling.

2026-01-20 17:51:36 -05:00

valuation

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account_import.rb

feat: Support optional balance date column in account CSV imports (#736)

2026-01-22 15:25:43 +01:00

account_order.rb

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account_provider.rb

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

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

account.rb

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

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

address.rb

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api_key.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

application_record.rb

…

assistant_message.rb

…

assistant.rb

…

auth_config.rb

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

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

balance_sheet.rb

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balance.rb

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budget_category.rb

Allow subcategories to inherit parent budget without individual limits (#579)

2026-01-21 22:10:15 +01:00

budget.rb

Fix budget category totals to account for refunds and reimbursements (#824)

2026-01-31 09:41:28 +01:00

category_import.rb

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

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

category.rb

Add tests for uncategorized transaction filter across locales (#862)

2026-02-01 18:59:12 +01:00

chat.rb

…

coinbase_account.rb

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

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

coinbase_item.rb

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

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

coinstats_account.rb

feat: Support multiple crypto wallets with same token (#676)

2026-01-18 11:27:09 +01:00

coinstats_item.rb

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

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

credit_card.rb

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crypto.rb

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

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

current.rb

…

data_enrichment.rb

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

depository.rb

…

developer_message.rb

…

enable_banking_account.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

enable_banking_item.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

entry_search.rb

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

entry.rb

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

entryable.rb

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exchange_rate.rb

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family_export.rb

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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

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

holding.rb

Add security remapping for holdings with sync protection (#692)

2026-01-23 12:54:55 +01:00

impersonation_session_log.rb

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impersonation_session.rb

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import.rb

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

income_statement.rb

Fix struct compatibility error in IncomeStatement::Totals (#603)

2026-01-10 20:26:08 +01:00

investment_flow_statement.rb

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

investment_statement.rb

Improve handling of cost_basis during holding materialization and display (#619)

2026-01-11 23:58:51 +01:00

investment.rb

Add gains by tax treatment to investment report with grouped subtype dropdown (#701)

2026-01-19 15:44:49 +01:00

invitation.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

invite_code.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

llm_usage.rb

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loan.rb

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lunchflow_account.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

lunchflow_item.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

market_data_importer.rb

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measurement.rb

…

merchant.rb

…

mercury_account.rb

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mercury_item.rb

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

message.rb

…

mint_import.rb

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

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

mobile_device.rb

Add 'web' to valid device types

2026-01-29 13:12:05 +01:00

oidc_identity.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

other_asset.rb

…

other_liability.rb

…

pdf_import.rb

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

period.rb

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plaid_account.rb

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

plaid_item.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

property.rb

…

provider_merchant.rb

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

provider.rb

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recurring_transaction.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rejected_transfer.rb

…

rule_import.rb

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

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

rule_run.rb

Add Recent Runs visibility for rule executions (#376)

2025-12-07 16:30:02 +01:00

rule.rb

Implement Run all rules (#582)

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

security.rb

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

series.rb

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session.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

setting.rb

Add AI cache clearing infrastructure

2026-01-26 09:46:20 +01:00

simplefin_account.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

simplefin_item.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

snaptrade_account.rb

Centralize sdk_object_to_hash logic in DataHelpers module and update all references for improved reusability and consistency. Add error handling for partial and failed SnapTrade account linking. (#741)

2026-01-22 22:19:44 +01:00

snaptrade_item.rb

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

sso_audit_log.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

sso_provider_tester.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

sso_provider.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

subscription.rb

fix: Show cancellation message when subscription is pending cancellation (#752)

2026-01-23 18:55:51 +01:00

sync.rb

…

tag.rb

…

tagging.rb

…

tool_call.rb

…

trade_import.rb

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

trade.rb

feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)

2026-01-20 00:01:55 +01:00

transaction_import.rb

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

transaction.rb

Refactor clear_ai_cache to use family_scope pattern

2026-01-26 10:17:28 +01:00

transfer.rb

Add investment activity detection, labels, and exclusions

2026-01-12 15:35:14 -05:00

trend.rb

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user_message.rb

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user.rb

Use browser Accept-Language for login and onboarding locale (#768)

2026-01-24 22:00:41 +01:00

valuation.rb

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vehicle.rb

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