Juan José Mata 4938c44a68 Normalize whitespace in text rule matching (#890) ...

Normalize whitespace in text-based rule filters so

transaction names with irregular spacing still match.

Refs #886

2026-02-06 00:00:04 +01:00

..

account

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

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

balance

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +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

FIX providers invalid currency handling (#589)

2026-01-09 11:54:38 +01:00

eval

Small llms improvements (#400)

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

exchange_rate

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family

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

holding

Add cost basis source tracking with manual override and lock protection (#623)

2026-01-12 14:05:46 +01:00

lunchflow_account/investments

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

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

plaid_account

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

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

plaid_entry

Providers factory (#250)

2025-10-28 19:32:27 +01:00

plaid_item

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provider

Feature/pdf import transaction rows (#846)

2026-02-02 16:27:02 +01:00

recurring_transaction

Recurring transactions (#271)

2025-11-01 09:12:42 +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

UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)

2025-11-24 14:07:14 +01:00

simplefin_account

Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks (#412)

2026-01-10 17:24:23 +01:00

simplefin_entry

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

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

simplefin_item

Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)

2026-01-08 11:44:38 +01:00

snaptrade_account

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

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

transaction

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

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

transfer

Refactor Investment Contributions category handling to use a centralized constant and streamline related logic.

2026-01-20 17:18:49 -05:00

valuation

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account_import_test.rb

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

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

account_provider_test.rb

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

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

account_simplefin_creation_test.rb

UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)

2025-11-24 14:07:14 +01:00

account_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00

address_test.rb

…

api_key_test.rb

…

assistant_message_test.rb

…

assistant_test.rb

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balance_sheet_test.rb

Localization for an accountable group and sidebar (#257)

2025-11-01 10:15:33 +01:00

budget_category_test.rb

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

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

budget_test.rb

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

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

category_import_test.rb

Handle missing category import headers and accept name* (#487)

2025-12-22 20:41:37 +01:00

category_test.rb

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chat_test.rb

…

coinbase_account_test.rb

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

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

coinbase_item_test.rb

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

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

coinstats_account_test.rb

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

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

coinstats_item_test.rb

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

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

crypto_test.rb

Add tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

current_test.rb

…

developer_message_test.rb

…

exchange_rate_test.rb

…

family_export_test.rb

…

family_test.rb

FIX merchant regression (#659)

2026-01-15 13:14:10 +01:00

holding_test.rb

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

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

impersonation_session_test.rb

…

import_encoding_test.rb

Reports print functionality (#622)

2026-01-12 14:40:30 +01:00

income_statement_test.rb

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

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

investment_test.rb

Add tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

invite_code_test.rb

…

loan_test.rb

…

market_data_importer_test.rb

Provider investment fixes (#600)

2026-01-10 15:43:07 +01:00

mercury_item_test.rb

Mercury integration (#723)

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

mobile_device_test.rb

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oidc_identity_test.rb

…

pdf_import_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00

period_test.rb

Fixes & Improvements (#316)

2025-11-11 19:51:07 +01:00

plaid_item_test.rb

Lunch flow improvements (#268)

2025-10-31 13:29:44 +01:00

provider_test.rb

…

recurring_transaction_test.rb

Recurring fixes (#454)

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

rule_import_test.rb

Add rules import/export support (#424)

2025-12-07 13:20:54 +01:00

rule_test.rb

Normalize whitespace in text rule matching (#890)

2026-02-06 00:00:04 +01:00

security_test.rb

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setting_test.rb

Fixes & Improvements (#316)

2025-11-11 19:51:07 +01:00

simplefin_account_processor_test.rb

Add test for dormant credit cards with zero balance and adjust processor logic (#630)

2026-01-13 09:32:05 +01:00

simplefin_account_test.rb

…

simplefin_item_dedupe_test.rb

Simplefin enhancements v2 (#267)

2025-11-17 21:51:37 +01:00

simplefin_item_test.rb

…

snaptrade_account_processor_test.rb

Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)

2026-01-23 00:27:00 +01:00

snaptrade_account_test.rb

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

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

snaptrade_data_helpers_test.rb

Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)

2026-01-23 00:27:00 +01:00

snaptrade_item_test.rb

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

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

sso_provider_test.rb

Initial security fixes (#461)

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

subscription_test.rb

…

sync_test.rb

…

tag_test.rb

…

trade_import_test.rb

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

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

trade_test.rb

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

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

transaction_import_test.rb

Enhanced Import Amount Type Selection (#506)

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

transaction_test.rb

feat: process pending transactions from lunchflow (#731)

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

transfer_test.rb

Add investment activity detection, labels, and exclusions

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

trend_test.rb

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user_message_test.rb

…

user_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00