Juan José Mata b438a1c8dd Improve chat tracking and system test assertions

2026-08-24 23:22:54 -07:00

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admin

Add live AI checks to system health (#3155)

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

api/v1

Allow API transaction create to opt into sync protection (user_modified) (#3162)

2026-08-25 07:31:40 +02:00

category

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

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

concerns

fix: gracefully handle invalid family timezone instead of crashing (#2821)

2026-08-14 02:58:40 +02:00

import

fix: respect SURE_IMPORT_MAX_NDJSON_SIZE_MB in Sure import GUI upload (#3111)

2026-08-22 04:33:54 +02:00

settings

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

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

tag

fix(tags): return 404 for missing or cross-family tag deletion (#2703)

2026-07-30 07:15:50 +02:00

transactions

fix(transactions): show full dates in the categorize wizard (#2633)

2026-07-17 07:19:57 +02:00

account_statements_controller_test.rb

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accountable_sparklines_controller_test.rb

perf(sparklines): avoid full account loads for linked charts (#2128)

2026-06-02 18:47:09 +02:00

accounts_controller_test.rb

fix(onchain-wallets): show linked wallets on the accounts page, and drop the tracking row on unlink (#3136)

2026-08-22 23:39:51 +02:00

akahu_items_controller_test.rb

fix(ds): resolve remaining DS Drift Patrol findings (#2157) (#2977)

2026-08-16 07:09:01 +02:00

archived_exports_controller_test.rb

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binance_items_controller_test.rb

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brex_items_controller_test.rb

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budget_categories_controller_test.rb

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

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

budgets_controller_test.rb

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

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

categories_controller_test.rb

Add inline category creation to transaction form (#3088)

2026-08-22 04:42:40 +02:00

chats_controller_test.rb

Improve chat tracking and system test assertions

2026-08-24 23:22:54 -07:00

coinbase_items_controller_test.rb

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coinstats_items_controller_test.rb

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credit_cards_controller_test.rb

feat(sync): add toggle to parse Enable Banking CC balance as available credit (#2512)

2026-07-21 09:15:24 +02:00

cryptos_controller_test.rb

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currencies_controller_test.rb

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current_sessions_controller_test.rb

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depositories_controller_test.rb

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

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

email_confirmations_controller_test.rb

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enable_banking_items_controller_test.rb

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

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

exchange_rates_controller_test.rb

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family_exports_controller_test.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

family_merchants_controller_test.rb

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

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

goal_pledges_controller_test.rb

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

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

goals_controller_test.rb

fix(goals): allow deleting a goal without archiving it first (#2963)

2026-08-16 08:12:45 +02:00

holdings_controller_test.rb

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ibkr_items_controller_test.rb

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impersonation_sessions_controller_test.rb

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imports_controller_test.rb

fix: respect SURE_IMPORT_MAX_NDJSON_SIZE_MB in Sure import GUI upload (#3111)

2026-08-22 04:33:54 +02:00

indexa_capital_items_controller_test.rb

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insights_controller_test.rb

fix(insights): drop the dismiss toast and fix both empty states (#2965)

2026-08-11 06:15:02 +02:00

investments_controller_test.rb

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invitations_controller_test.rb

fix(invitations): allow re-inviting after an unaccepted invite expires (#2543)

2026-07-08 08:59:54 +02:00

invite_codes_controller_test.rb

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kraken_items_controller_test.rb

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loans_controller_test.rb

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mcp_controller_test.rb

feat(mcp): support Streamable HTTP transport (protocol 2025-06-18) (#2631)

2026-08-25 04:51:38 +02:00

mercury_items_controller_test.rb

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messages_controller_test.rb

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

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

mfa_controller_test.rb

feat: add safe admin user removal (#3131)

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

oauth_metadata_controller_test.rb

feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login (#2234)

2026-06-11 16:19:58 +02:00

oauth_registration_controller_test.rb

fix(mcp): assign OAuth clients read_write scope (#2884)

2026-08-04 23:10:39 +02:00

oidc_accounts_controller_test.rb

feat: add safe admin user removal (#3131)

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

onboardings_controller_test.rb

Fix onboarding country and currency defaults (#3070)

2026-08-20 06:30:14 +02:00

onchain_wallet_items_controller_test.rb

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

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

other_assets_controller_test.rb

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other_liabilities_controller_test.rb

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pages_controller_test.rb

feat: add safe admin user removal (#3131)

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

passkey_sessions_controller_test.rb

feat: add safe admin user removal (#3131)

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

password_resets_controller_test.rb

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pending_duplicate_merges_controller_test.rb

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plaid_items_controller_test.rb

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plans_controller_test.rb

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

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

properties_controller_test.rb

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

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

pwa_controller_test.rb

Allow PWA assets without forgery checks

2026-08-04 23:10:36 +00:00

questrade_items_controller_test.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

redbark_items_controller_test.rb

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

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

registrations_controller_test.rb

feat: add safe admin user removal (#3131)

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

reports_controller_test.rb

Make report income/expense categories clickable (#2923)

2026-08-16 08:24:36 +02:00

rules_controller_test.rb

Add comprehensive debug logging to AI cache reset job (#3046)

2026-08-16 01:01:54 +02:00

sessions_controller_test.rb

feat: add safe admin user removal (#3131)

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

simplefin_items_controller_test.rb

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snaptrade_items_controller_test.rb

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

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

sophtron_items_controller_test.rb

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splits_controller_test.rb

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subscriptions_controller_test.rb

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syncs_controller_test.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

tags_controller_test.rb

feat(transactions): add inline tag creation and search in txn form (#1719)

2026-06-01 21:46:32 +02:00

trades_controller_test.rb

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trading212_controller_test.rb

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

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

transaction_attachments_controller_test.rb

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transaction_categories_controller_test.rb

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

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

transactions_controller_test.rb

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

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

transfer_matches_controller_test.rb

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transfers_controller_test.rb

Add tags support for transfer transactions (#2921)

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

users_controller_test.rb

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valuations_controller_test.rb

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vehicles_controller_test.rb

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webhooks_controller_test.rb

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wise_items_controller_test.rb

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

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