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sure/test/models
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ghost 683f518780 fix(balance-sheet): preserve disabled-account net worth history (#1730) 
* fix(balance-sheet): preserve disabled account history

* fix(balance-sheet): tighten historical account scope

* fix(balance-sheet): stop disabled account carry-forward

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-06-04 22:11:51 +02:00
..
account
fix(transactions): include enable_banking in pending/confirmed status filter (#1885)
2026-05-31 22:17:56 +02:00
akahu_account
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_entry
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
assistant
feat(goals): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
balance
fix(balance-sheet): preserve disabled-account net worth history (#1730)
2026-06-04 22:11:51 +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/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
feat(settings): add reviewed category merge flow (#1754)
2026-05-30 00:12:54 +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
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
concerns
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enable_banking_account
fix(enable-banking): fix pending→posted auto-claim producing badge, duplicate, and wrong date (#1783)
2026-05-13 14:03:37 +02:00
enable_banking_entry
fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)
2026-05-12 00:17:49 +02:00
enable_banking_item
feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)
2026-06-04 19:53:52 +02:00
eval
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exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
goal_pledge
feat(goals): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
holding
fix(holdings): carry provider cost_basis forward to calculated rows past snapshot date (#1818)
2026-05-27 23:33:08 +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
indexa_capital_account
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
kraken_account
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
kraken_item
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
lunchflow_account/investments
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lunchflow_entry
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lunchflow_item
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merchant
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
plaid_account
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
plaid_entry
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plaid_item
…
provider
feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)
2026-06-04 19:53:52 +02:00
provider_merchant
Provider merchants enhancement (#1254)
2026-03-23 12:34:43 +01:00
recurring_transaction
Recurring scoping implementation (#1300)
2026-03-26 19:01:35 +01:00
rule
…
security
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
simplefin
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simplefin_account
fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed (#1772)
2026-05-13 18:17:10 +02:00
simplefin_entry
Add Binance support, heavily inspired by the Coinbase one (#1317)
2026-04-07 14:43:17 +02:00
simplefin_item
SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
2026-04-18 09:50:34 +02:00
snaptrade_account
fix: correct SnapTrade cash activity signs (#1634)
2026-05-12 00:55:46 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
transaction
fix(transactions): include enable_banking in pending/confirmed status filter (#1885)
2026-05-31 22:17:56 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
valuation
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vector_store
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +01:00
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
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account_share_test.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account_simplefin_creation_test.rb
…
account_statement_test.rb
fix(tests): avoid coverage rollover fixture collision (#2102)
2026-06-01 14:58:18 +02:00
account_test.rb
fix(family): include HSA depository accounts in tax-advantaged exclusion (#2004)
2026-05-31 16:24:01 +02:00
actual_import_test.rb
Add Actual Budget CSV import flow (#1830)
2026-05-18 18:38:53 +02:00
address_test.rb
fix: change postal_code column from integer to string (#1585)
2026-04-29 15:30:04 +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
…
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): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
assistant_test.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
balance_sheet_test.rb
fix(balance-sheet): preserve disabled-account net worth history (#1730)
2026-06-04 22:11:51 +02:00
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_category_test.rb
feat(assistant): add get_budget function for budget tracking (#1966)
2026-05-30 00:51:16 +02:00
budget_test.rb
Hide nested budget categories in the Budget spent donut (#1544)
2026-04-23 21:28:38 +02:00
category_import_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category_test.rb
fix(categories): avoid index N+1 queries (#2089)
2026-06-01 21:59:46 +02:00
chat_test.rb
feat(ai): add Anthropic provider with chat parity (1/5) (#1983)
2026-05-31 16:11:28 +02:00
coinbase_account_test.rb
…
coinbase_item_test.rb
…
coinstats_account_test.rb
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +02:00
coinstats_item_test.rb
…
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_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_split_test.rb
feat(splits): add exclusion support for splits and improve rendering (#1661)
2026-05-09 12:36:41 +02:00
exchange_rate_pair_test.rb
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
exchange_rate_test.rb
…
family_document_test.rb
…
family_export_test.rb
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family_test.rb
feat: add currency management for families with enabled currencies (#1419)
2026-04-13 19:53:04 +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): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
holding_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +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
…
import_session_test.rb
feat(imports): add SureImport session batches (#1785)
2026-06-04 11:48:44 +02:00
income_statement_test.rb
fix IncomeStatement performance issue (#1947)
2026-06-03 00:09:03 +02:00
indexa_capital_account_test.rb
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indexa_capital_item_test.rb
…
investment_statement_test.rb
feat(reports): add Period Return card to Investment Performance (#1962)
2026-05-28 14:49:04 +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
fix(family-sharing): prevent silent data loss when rehoming or removing users (#1896)
2026-05-27 23:25:46 +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
feat(ai): Anthropic batch ops + LLM cost ledger (2/5) (#1984)
2026-06-01 22:00:48 +02:00
loan_test.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +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
…
oidc_identity_test.rb
fix(sso): preserve user-edited name across OIDC logins (#1777)
2026-05-12 21:55:22 +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
…
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(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)
2026-05-28 14:55:21 +02:00
provider_connection_status_test.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +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_test.rb
…
qif_import_test.rb
QIF imports: Add date format auto-detection and manual override (#1368)
2026-04-05 09:27:24 +02:00
recurring_transaction_test.rb
fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers (#2110)
2026-06-03 00:04:32 +02:00
rule_import_test.rb
fix: preserve wrapped rule import json values (#1358)
2026-04-03 12:38:37 +02:00
rule_test.rb
Add "Transaction account" as rule condition filter (#1186)
2026-03-13 07:59:45 +01:00
security_test.rb
Move back to brandfetch (#1427)
2026-04-10 17:42:16 +02:00
setting_test.rb
…
simplefin_account_processor_test.rb
Fix SimpleFIN inverting Loan account balances (#1574)
2026-04-29 13:00:38 +02:00
simplefin_account_test.rb
feat(i18n): extract hardcoded English strings to locale files (#1806)
2026-05-17 09:52:49 +02:00
simplefin_item_dedupe_test.rb
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simplefin_item_test.rb
…
snaptrade_account_processor_test.rb
fix(snaptrade): import non-primary-currency cash as cash holdings (#1979)
2026-05-30 23:29:37 +02:00
snaptrade_account_test.rb
FIX schema drift and snaptrade and mercury issues (#1232)
2026-03-20 14:52:09 +01:00
snaptrade_data_helpers_test.rb
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snaptrade_item_test.rb
Scope SnapTrade orphan cleanup to current family (#1769)
2026-05-12 12:17:00 +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_provider_test.rb
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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
refactor(imports): focus Sure preflight scope (#1833)
2026-06-03 00:37:21 +02:00
sync_test.rb
fix(jobs): delegate recurring-transaction sync gate to Sync.for_family (#1975)
2026-05-28 00:01:34 +02:00
tag_test.rb
…
trade_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
trade_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +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
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer_test.rb
…
trend_test.rb
…
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
refactor: rename beta features gate to preview features (#1837)
2026-05-19 14:41:02 +02:00