terafinandterafin b7931e29bc Add support for linking E*TRADE and other investment-only institutions (#3271) ...

* fix(plaid): don't request liabilities on non-liability links

Plaid's Link flow filters out any institution that doesn't support every
product in the link token's requested + additional-consented set. Sure always
requested 'liabilities' as an additional consented product for every account
type, which hides investment-only institutions like E*TRADE (ins_129473) that
don't offer Plaid's liabilities product.

Only include 'liabilities' when the account being linked is itself a liability
(CreditCard/Loan). Investment and Depository links no longer force it, so
E*TRADE and similar institutions become linkable.

* docs(plaid): document product-selection methods

---------

Co-authored-by: terafin <terafin@users.noreply.github.com>

2026-08-31 04:47:00 +02:00

..

account

Reconcile PDF statement imports against transactions that already exist (#3105)

2026-08-22 03:14:03 +02:00

ai_health

Verify PDF support with a synthetic health probe (#3191)

2026-08-27 00:14:50 +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

feat(goals): show what each account still has room to earmark (#3166)

2026-08-26 21:12:06 +02:00

balance

Exclude pending transactions from balances (#2897)

2026-08-24 23:32:45 +02:00

balance_sheet

fix(charts): round series values to the currency's display precision (#3091)

2026-08-22 04:30:23 +02:00

binance_account

fix(binance): let go of an asset the wallet no longer holds (#3234)

2026-08-28 08:14:42 +02:00

binance_item

fix(binance): let go of an asset the wallet no longer holds (#3234)

2026-08-28 08:14:42 +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

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

coinbase_account

fix(coinbase): qualify HoldingsProcessor constant reference (#2702)

2026-07-17 06:35:57 +02:00

coinstats_account

…

coinstats_entry

…

coinstats_item

feat(mobile): add SureCard primitive and migrate account cards (#2370)

2026-06-20 21:43:20 +02:00

concerns

…

demo

Fix demo refresh monitoring key reuse (#3217)

2026-08-27 12:27:01 -07:00

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(enable-banking): use real merchant instead of POS terminal line for name (#2968)

2026-08-22 23:52:35 +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

…

family

feat(rules): add a Transaction tag condition filter (#2558)

2026-08-22 07:38:09 +02:00

goal

feat(goals): surface money that left a goal's accounts unexplained (#3177)

2026-08-26 21:15:31 +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(holdings): a transfer must not set a cost basis (#3154)

2026-08-28 07:53:33 +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

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

indexa_capital_account

fix(indexa_capital): correct cash activity amount-sign convention (#2793) (#2801)

2026-07-26 01:47:53 +02:00

insight

feat(goals): tell the user when a reserve has dropped below its level (#3175)

2026-08-26 08:26:43 +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/investments

…

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): keep balances current during rate limits (#3129)

2026-08-26 07:55:25 +02:00

merchant

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +02:00

mercury_account

feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)

2026-06-30 07:37:14 +02:00

mercury_entry

feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)

2026-06-30 07:37:14 +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

onchain

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

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

onchain_wallet_account

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

onchain_wallet_item

fix(onchain): a deleted account leaves no wallet row behind (#3182)

2026-08-26 08:22:17 +02:00

plaid_account

Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)

2026-06-11 20:26:40 +02:00

plaid_entry

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

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

plaid_item

…

provenance

Tooling for the wealth + tax agent harness (#2848)

2026-08-04 23:33:01 +02:00

provider

Add support for linking E*TRADE and other investment-only institutions (#3271)

2026-08-31 04:47:00 +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

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

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

security

fix(security): prevent Security::Price uniqueness validation error (#3120)

2026-08-27 21:58:34 +02:00

simplefin

…

simplefin_account

fix(simplefin): stop repair_stale_linkages from hijacking a live linkage on a same-name twin (#3116)

2026-08-22 06:34:09 +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

Fix SimpleFIN balances-only liability signs (#3187)

2026-08-27 00:02:44 +02:00

snaptrade_account

fix(snaptrade): sign bare TRANSFER activities by provider direction (#2792)

2026-07-25 18:54:37 +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 tags support for transfer transactions (#2921)

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

up_account/transactions

feat(up): map Up category slugs to Sure categories on import (#2487)

2026-08-22 08:26:48 +02:00

up_entry

feat(up): map Up category slugs to Sure categories on import (#2487)

2026-08-22 08:26:48 +02:00

up_item

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

valuation

…

vector_store

Add live AI checks to system health (#3155)

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

wise_activity

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

wise_entry

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

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

wise_item

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

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

wise_statement

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

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

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

…

account_share_test.rb

…

account_simplefin_creation_test.rb

…

account_statement_test.rb

fix: only mark overlapping statement periods as duplicate (#2569)

2026-07-04 03:27:59 +02:00

account_test.rb

feat: Super Admins can Delete Users and Modify Families/Groups (#2868)

2026-08-28 23:10:09 +02:00

actual_import_test.rb

fix(imports): import Actual rows with blank payee (#2282)

2026-06-11 09:04:56 +02:00

address_test.rb

…

ai_health_test.rb

Add live AI checks to system health (#3155)

2026-08-24 22:41:08 +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

Allow multiple active API keys per user (#2077)

2026-06-26 06:47:38 +02:00

archived_export_test.rb

…

assistant_message_test.rb

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

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

assistant_test.rb

feat(ai): analytical tool-set upgrade for the builtin assistant (#3064)

2026-08-21 21:58:47 +02:00

background_job_console_test.rb

feat(settings): super-admin background jobs console (#2682)

2026-07-21 05:50:40 +02:00

background_job_health_test.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

balance_sheet_test.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

binance_account_test.rb

…

binance_item_test.rb

…

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_available_cash_test.rb

feat(budgets): show what is actually free, beside the plan (#3179)

2026-08-26 21:17:51 +02:00

budget_category_test.rb

feat(budgets): move money between envelopes in one gesture (#3164)

2026-08-26 07:01:12 +02:00

budget_share_test.rb

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

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

budget_test.rb

feat(budgets): carry a category's unspent budget into the next month (#3143)

2026-08-26 06:29:15 +02:00

category_import_test.rb

…

category_test.rb

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

chat_test.rb

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

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

coinbase_account_test.rb

…

coinbase_item_test.rb

…

coinstats_account_test.rb

…

coinstats_item_test.rb

…

crypto_test.rb

…

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_processor_test.rb

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +02:00

enable_banking_account_test.rb

…

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_reconciliation_test.rb

Reconcile PDF statement imports against transactions that already exist (#3105)

2026-08-22 03:14:03 +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

entry_test.rb

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

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

exchange_rate_pair_test.rb

Fix SimpleFIN partial auth reconnect status (#2509)

2026-06-28 16:12:33 +02:00

exchange_rate_test.rb

…

family_document_test.rb

…

family_export_test.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

family_merchant_test.rb

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

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

family_test.rb

Fix budget cache invalidation after transaction deletion (#2808)

2026-08-25 04:02:01 +02:00

goal_account_test.rb

feat(goals): a reached goal lets go of the money it was holding (#3165)

2026-08-26 07:20:48 +02:00

goal_consumption_test.rb

fix(goals): stop a whole-account spend counting the same money twice (#3219)

2026-08-27 21:15:43 +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): call a reserve's amount what the rest of the app calls it (#3230)

2026-08-28 07:32:30 +02:00

holding_test.rb

fix(holdings): a transfer must not set a cost basis (#3154)

2026-08-28 07:53:33 +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

fix(imports): normalize CSV upload encoding when validations are skipped (#2299)

2026-06-16 17:13:03 +02:00

import_session_test.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

import_test.rb

fix: support DD/MM/YY date format for CSV imports (#3110)

2026-08-22 03:55:08 +02:00

income_statement_test.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_test.rb

…

indexa_capital_item_test.rb

…

insight_test.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_test.rb

perf(reports): collapse investment flow aggregates (#2190)

2026-06-06 17:11:33 +02:00

investment_statement_test.rb

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

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

investment_test.rb

…

invitation_test.rb

Share family accounts with invited members on every sign-up path (#2650)

2026-07-14 01:39:26 +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

Update LLM token cost estimates and cost-info locales (#2690)

2026-07-15 19:47:42 +02:00

loan_test.rb

…

lunchflow_account_processor_test.rb

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +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

…

mercury_account_test.rb

…

mercury_item_test.rb

…

mint_import_test.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

mobile_device_test.rb

feat: add safe admin user removal (#3131)

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

oidc_identity_test.rb

feat: add safe admin user removal (#3131)

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

onchain_wallet_account_test.rb

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

onchain_wallet_item_test.rb

fix(onchain): a deleted account leaves no wallet row behind (#3182)

2026-08-26 08:22:17 +02:00

pdf_import_reconciliation_test.rb

Reconcile PDF statement imports against transactions that already exist (#3105)

2026-08-22 03:14:03 +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

feat(dashboard): unify per-widget period selectors into one picker (#2162)

2026-06-04 23:11:43 +02:00

personal_budget_test.rb

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

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

plaid_account_test.rb

…

plaid_item_test.rb

Fix user-triggered Plaid transaction refresh (#3206)

2026-08-27 21:34:09 +02:00

provider_connection_status_test.rb

Fix SimpleFIN partial auth reconnect status (#2509)

2026-06-28 16:12:33 +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_request_count_test.rb

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

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

provider_test.rb

…

qif_import_test.rb

fix(imports): support QIF dd mmm yyyy date format (#2500)

2026-06-28 17:02:07 +02:00

recurring_transaction_test.rb

fix(recurring): include amount in manual recurring duplicate check (#2972)

2026-08-16 09:30:44 +02:00

redbark_item_test.rb

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

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

rule_import_test.rb

…

rule_run_test.rb

Improve async AI rule error reporting (#2271)

2026-08-22 23:28:37 +02:00

rule_test.rb

…

security_test.rb

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

series_test.rb

fix(charts): round series values to the currency's display precision (#3091)

2026-08-22 04:30:23 +02:00

setting_test.rb

…

sidekiq_health_test.rb

feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1906)

2026-08-22 07:17:29 +02:00

simplefin_account_processor_test.rb

…

simplefin_account_test.rb

Fix SimpleFIN epoch-string balance dates (#2397)

2026-06-25 05:38:06 +02:00

simplefin_item_dedupe_test.rb

…

simplefin_item_test.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

snaptrade_account_processor_test.rb

Fix SnapTrade holdings by using the /positions/all endpoint (#3043)

2026-08-17 06:00:43 +02:00

snaptrade_account_test.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

snaptrade_data_helpers_test.rb

…

snaptrade_item_oauth_test.rb

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

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

snaptrade_item_test.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

sophtron_account_test.rb

…

sophtron_item_test.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sso_identity_block_test.rb

feat: add safe admin user removal (#3131)

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

sso_provider_test.rb

…

sso_provider_tester_test.rb

…

subscription_test.rb

…

sure_import_test.rb

fix(i18n): localize SureImport preflight references (U6) (#3266)

2026-08-30 04:33:39 +02:00

sync_test.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

syncable_test.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +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

fix(reports): a transfer out is not a sale (#3192)

2026-08-28 07:16:40 +02:00

trading212_account_test.rb

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

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

trading212_activities_processor_test.rb

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

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

trading212_data_helpers_test.rb

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

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

trading212_holdings_processor_test.rb

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

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

trading212_item_importer_test.rb

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

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

trading212_item_syncer_test.rb

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

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

trading212_item_test.rb

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

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

transaction_attachment_validation_test.rb

…

transaction_import_test.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

transaction_test.rb

fix: disable Mark as Recurring button when a manual recurring transaction already exists (#3103)

2026-08-22 02:43:29 +02:00

transfer_test.rb

Fix fee display consistency, derive fees from entries, clean schema churn

2026-06-28 19:47:53 +00:00

trend_test.rb

fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)

2026-07-04 03:13:39 +02:00

up_account_test.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

user_message_test.rb

…

user_test.rb

feat: Super Admins can Delete Users and Modify Families/Groups (#2868)

2026-08-28 23:10:09 +02:00

vector_store_test.rb

Add live AI checks to system health (#3155)

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

wise_account_test.rb

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

wise_item_test.rb

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

ynab_import_test.rb

feat(imports): add YNAB CSV import (#2361)

2026-06-16 08:32:17 +02:00