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b32c378a56589230b65c3a2ad5ef2bf4e4d45c05
sure/app/controllers
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Guillem Arias Fauste b32c378a56 Merge branch 'main' into feat/savings-goals 
Signed-off-by: Guillem Arias Fauste <accounts@gariasf.com>
2026-05-13 18:22:55 +02:00
..
admin
Administer invitations in /admin/users (#1185)
2026-03-14 11:32:33 +01:00
api/v1
feat(exports): add rule operand references (#1726)
2026-05-12 21:29:29 +02:00
brex_items
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
category
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
concerns
feat(exports): preserve transfer decisions (#1639)
2026-05-08 23:03:57 +02:00
import
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +02:00
settings
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
tag
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
transactions
Added ability to bulk-edit transaction names for multiple selected transactions (#1553)
2026-04-29 18:35:00 +02:00
account_sharings_controller.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
accountable_sparklines_controller.rb
perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar (#1683)
2026-05-07 17:31:16 +02:00
accounts_controller.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
application_controller.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
archived_exports_controller.rb
Add post-trial inactive Family cleanup with data archival (#1199)
2026-03-14 20:14:18 +01:00
binance_items_controller.rb
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
brex_items_controller.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
budget_categories_controller.rb
fix(budgets): stop auto-matched transfers leaking into category cards (#1059) (#1588)
2026-05-01 00:59:48 +02:00
budgets_controller.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
categories_controller.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
chats_controller.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
coinbase_items_controller.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
coinstats_items_controller.rb
Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
2026-04-01 20:25:06 +02:00
cookie_sessions_controller.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
credit_cards_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
cryptos_controller.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
currencies_controller.rb
More composable forms (#989)
2024-07-16 14:08:24 -04:00
current_sessions_controller.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
depositories_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
email_confirmations_controller.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
enable_banking_items_controller.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
exchange_rates_controller.rb
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
family_exports_controller.rb
Fix export polling missing template error (#796) (#721)
2026-02-25 17:09:51 -05:00
family_merchants_controller.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
goal_contributions_controller.rb
ux(goals/show): catch-up CTA pre-fills + secondary "Adjust your target" link
2026-05-11 21:11:42 +02:00
goals_controller.rb
feat(goals): extract shared color_icon_picker controller; add icon to goals; tinted avatar
2026-05-11 21:28:23 +02:00
holdings_controller.rb
Expand financial providers (#1407)
2026-04-09 18:33:59 +02:00
ibkr_items_controller.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_sessions_controller.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
imports_controller.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
indexa_capital_items_controller.rb
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
investments_controller.rb
Fix Investment account subtype not saving on creation (#1039)
2026-02-23 17:47:49 -05:00
invitations_controller.rb
Fix OIDC household invitation (issue #900) (#904)
2026-02-06 16:14:42 +01:00
invite_codes_controller.rb
Add default family selection for invite-only onboarding mode (#1174)
2026-03-10 18:12:53 +01:00
kraken_items_controller.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
loans_controller.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lookbooks_controller.rb
Pre-launch design sync with Figma spec (#2154)
2025-04-30 18:14:22 -04:00
lunchflow_items_controller.rb
Missing translation fallback for account subtypes (#1325)
2026-03-31 17:22:49 +02:00
mcp_controller.rb
Add MCP server endpoint for external AI assistants (#1051)
2026-02-23 09:13:15 -05:00
mercury_items_controller.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
messages_controller.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
mfa_controller.rb
fix(auth): hash MFA backup codes (#1629)
2026-05-05 01:20:57 +02:00
oidc_accounts_controller.rb
Check for pending invitations before creating new Family during SSO log in/sign up (#1171)
2026-03-10 13:38:42 +01:00
onboardings_controller.rb
Onboarding redirect tests and trial status bar (#2197)
2025-05-02 15:21:46 -04:00
other_assets_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
other_liabilities_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
pages_controller.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
password_resets_controller.rb
Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)
2026-01-07 20:17:23 +01:00
passwords_controller.rb
Rubocop updates (#1118)
2024-08-23 10:06:24 -04:00
pending_duplicate_merges_controller.rb
feat(enable-banking): safe pending transaction merge with sync re-import prevention (#1709)
2026-05-09 11:56:16 +02:00
plaid_items_controller.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
properties_controller.rb
fix: currency being ignored for properties (#1556)
2026-04-29 13:47:32 +02:00
recurring_transactions_controller.rb
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
registrations_controller.rb
Fix invite code being consumed on failed registration in invite-only mode (#1576)
2026-04-29 18:54:23 +02:00
reports_controller.rb
Investments currency fix (#1436)
2026-04-11 15:09:59 +02:00
rules_controller.rb
fix: Handle empty compound conditions on rules index (#965)
2026-02-13 19:53:24 +01:00
securities_controller.rb
Improve convert-to-trade security selection with search-first UX (#703)
2026-01-19 15:49:51 +01:00
sessions_controller.rb
Check for pending invitations before creating new Family during SSO log in/sign up (#1171)
2026-03-10 13:38:42 +01:00
simplefin_items_controller.rb
SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
2026-04-18 09:50:34 +02:00
snaptrade_items_controller.rb
fix: send first-time SnapTrade users to connect flow (#1613)
2026-05-03 10:28:31 +02:00
sophtron_items_controller.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
splits_controller.rb
feat(splits): add exclusion support for splits and improve rendering (#1661)
2026-05-09 12:36:41 +02:00
subscriptions_controller.rb
Hide contribution payments from demo user(s) (#738)
2026-01-23 12:35:49 +01:00
tags_controller.rb
Add ability to delete all tags (#2200)
2025-05-05 12:43:46 -04:00
trades_controller.rb
Record dividends and interest as Trades in investment accounts (#1311)
2026-03-29 10:08:54 +02:00
transaction_attachments_controller.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
transaction_categories_controller.rb
feat(splits): add exclusion support for splits and improve rendering (#1661)
2026-05-09 12:36:41 +02:00
transactions_controller.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer_matches_controller.rb
Providers sharing (#1273)
2026-03-25 17:47:04 +01:00
transfers_controller.rb
feat(recurring): allow marking transfers as recurring (#895) (#1589)
2026-05-12 00:37:47 +02:00
users_controller.rb
feat: add currency management for families with enabled currencies (#1419)
2026-04-13 19:53:04 +02:00
valuations_controller.rb
feat(entries): Add amount validation and robustify monetizable concern (#1680)
2026-05-05 20:07:40 +02:00
vehicles_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
webhooks_controller.rb
security: sanitize exception messages in v1 API responses (FIX-11) (#1521)
2026-04-19 18:38:23 +02:00