Juan José Mata c92b984cef [codex] Add Sophtron manual sync fixes (#1714) ...

* Add manual Sophtron sync flow (#1705)

Branch-to-branch merge.

* Copy edits

* Make Sophtron manual sync institution scoped

* Populate Sophtron manual sync stats

* Restore Sophtron bank credential copy

* Address Sophtron manual sync review feedback

* Scope manual sync processing failure handling

* Hide raw Sophtron processor errors from flash

* Clear Sophtron manual sync pointers on provider errors

* Keep manual Sophtron MFA on manual sync records

* Preserve manual sync processing error details

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

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admin

Group users by family in /admin/users (#1139)

2026-03-06 23:38:25 +01:00

api/v1

Reject revoked OAuth tokens in API auth (#1711)

2026-05-09 01:39:10 +02:00

category

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

concerns

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import

feat(api): expose import row diagnostics (#1644)

2026-05-05 01:12:48 +02:00

settings

feat(auth): add WebAuthn MFA credentials (#1628)

2026-05-03 22:13:28 +02:00

tag

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transactions

Add Quick Categorize Wizard (#1386)

2026-04-07 11:24:50 +02:00

accountable_sparklines_controller_test.rb

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accounts_controller_test.rb

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

archived_exports_controller_test.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

binance_items_controller_test.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

budget_categories_controller_test.rb

fix(budgets): stop auto-matched transfers leaking into category cards (#1059) (#1588)

2026-05-01 00:59:48 +02:00

categories_controller_test.rb

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

chats_controller_test.rb

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coinbase_items_controller_test.rb

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coinstats_items_controller_test.rb

Prevent long category labels from overflowing or crowding adjacent controls (#1498)

2026-04-19 18:40:50 +02:00

credit_cards_controller_test.rb

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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

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email_confirmations_controller_test.rb

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exchange_rates_controller_test.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

family_exports_controller_test.rb

Fix export polling missing template error (#796) (#721)

2026-02-25 17:09:51 -05:00

family_merchants_controller_test.rb

Provider merchants enhancement (#1254)

2026-03-23 12:34:43 +01:00

holdings_controller_test.rb

feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)

2026-03-06 10:05:52 +01:00

impersonation_sessions_controller_test.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

imports_controller_test.rb

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

indexa_capital_items_controller_test.rb

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

investments_controller_test.rb

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invitations_controller_test.rb

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invite_codes_controller_test.rb

Add default family selection for invite-only onboarding mode (#1174)

2026-03-10 18:12:53 +01:00

loans_controller_test.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +02:00

mcp_controller_test.rb

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mercury_items_controller_test.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

messages_controller_test.rb

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mfa_controller_test.rb

fix(auth): hash MFA backup codes (#1629)

2026-05-05 01:20:57 +02:00

oidc_accounts_controller_test.rb

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onboardings_controller_test.rb

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other_assets_controller_test.rb

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other_liabilities_controller_test.rb

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pages_controller_test.rb

Make categories global (#1160)

2026-03-11 15:54:01 +01:00

password_resets_controller_test.rb

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pending_duplicate_merges_controller_test.rb

feat: add pending transaction manual merging tool (#1088)

2026-03-14 20:32:13 +01:00

plaid_items_controller_test.rb

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properties_controller_test.rb

fix: currency being ignored for properties (#1556)

2026-04-29 13:47:32 +02:00

registrations_controller_test.rb

Fix invite code being consumed on failed registration in invite-only mode (#1576)

2026-04-29 18:54:23 +02:00

reports_controller_test.rb

Refactor report and dashboard table layouts to semantic HTML (#1222)

2026-03-22 11:50:33 +01:00

rules_controller_test.rb

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sessions_controller_test.rb

Enable Google SSO account creation in Flutter app (#1164)

2026-03-09 16:47:32 +01:00

simplefin_items_controller_test.rb

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)

2026-04-18 09:50:34 +02:00

snaptrade_items_controller_test.rb

fix: send first-time SnapTrade users to connect flow (#1613)

2026-05-03 10:28:31 +02:00

sophtron_items_controller_test.rb

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

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

splits_controller_test.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

subscriptions_controller_test.rb

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tags_controller_test.rb

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trades_controller_test.rb

Record dividends and interest as Trades in investment accounts (#1311)

2026-03-29 10:08:54 +02:00

transaction_attachments_controller_test.rb

feat(transaction): add support for file attachments using Active Storage (#713)

2026-03-14 23:56:27 +01:00

transactions_controller_test.rb

fix: Enable and persist notes and tags on split child transactions (#1535) (#1552)

2026-04-29 18:17:36 +02:00

transfer_matches_controller_test.rb

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transfers_controller_test.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

users_controller_test.rb

feat: add currency management for families with enabled currencies (#1419)

2026-04-13 19:53:04 +02:00

valuations_controller_test.rb

feat(entries): Add amount validation and robustify monetizable concern (#1680)

2026-05-05 20:07:40 +02:00

vehicles_controller_test.rb

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webhooks_controller_test.rb

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