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

..

account

perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar (#1683)

2026-05-07 17:31:16 +02:00

assistant

Rebase PR #784 and fix OpenAI model/chat regressions (#1384)

2026-04-15 18:45:24 +02:00

balance

Performance improvements in balance sync cache (#1581)

2026-04-29 21:47:01 +02:00

binance_account

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

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

binance_item

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

2026-04-07 14:43:17 +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

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

enable_banking_account

feat(enable-banking): safe pending transaction merge with sync re-import prevention (#1709)

2026-05-09 11:56:16 +02:00

enable_banking_entry

EnableBanking: use remittance for CARD-* names and merchants (#1478)

2026-04-16 17:44:42 +02:00

enable_banking_item

fix(enable-banking): refactor error handling and add missing GIN index (#1432)

2026-04-11 21:32:20 +02:00

eval

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

exchange_rate

Add improvements from security providers to FX providers also (#1445)

2026-04-13 00:51:23 +02:00

family

feat(exports): preserve transfer decisions (#1639)

2026-05-08 23:03:57 +02:00

holding

Performance improvements in holding calculation pipeline (#1579)

2026-05-05 01:24:33 +02:00

indexa_capital_account

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

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

lunchflow_account/investments

…

lunchflow_entry

fix: add logic to skip future pending transactions and add cleanup ta… (#1011)

2026-02-19 18:58:01 +01:00

lunchflow_item

feat: process pending transactions from lunchflow (#731)

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

plaid_account

Make categories global (#1160)

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

plaid_entry

…

plaid_item

…

provider

[codex] Complete Sophtron account mapping (#1698)

2026-05-08 15:15:23 +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

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

security

Move back to brandfetch (#1427)

2026-04-10 17:42:16 +02:00

simplefin

…

simplefin_account

Fix avg_cost to return per-share cost basis (#1692)

2026-05-07 23:31:26 +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

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

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

sophtron_item

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

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

transaction

feat(enable-banking): safe pending transaction merge with sync re-import prevention (#1709)

2026-05-09 11:56:16 +02:00

transfer

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

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

valuation

…

vector_store

feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)

2026-03-20 17:01:31 +01:00

account_import_test.rb

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

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

account_provider_test.rb

…

account_share_test.rb

Family sharing (#1272)

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

account_simplefin_creation_test.rb

…

account_test.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

address_test.rb

fix: change postal_code column from integer to string (#1585)

2026-04-29 15:30:04 +02:00

api_key_test.rb

Protect demo API key from deletion (#919)

2026-02-06 21:25:52 +01:00

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

…

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

budget_category_test.rb

Budget page refactor: split into(All - Over Budget - On Track) (#1195)

2026-04-13 20:03:55 +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: add hex color validation to Category model and form (to solve #1247) (#1341)

2026-04-01 20:27:29 +02:00

chat_test.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

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

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

…

enable_banking_account_test.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +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

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

family_document_test.rb

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

family_export_test.rb

…

family_test.rb

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

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

holding_test.rb

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

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

impersonation_session_test.rb

…

import_encoding_test.rb

…

income_statement_test.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

indexa_capital_account_test.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

indexa_capital_item_test.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

investment_statement_test.rb

Investments currency fix (#1436)

2026-04-11 15:09:59 +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

Enforce one pending invitation per email across all families (#1173)

2026-03-10 13:44:53 +01:00

invite_code_test.rb

…

loan_test.rb

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

2026-04-18 00:06:24 +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): expose import row diagnostics (#1644)

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

mobile_device_test.rb

Fix mobile login "Record not found" for unseeded instances (#916)

2026-02-06 18:04:29 +01:00

oidc_identity_test.rb

…

pdf_import_test.rb

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

2026-05-05 01:12:48 +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

…

provider_connection_status_test.rb

feat(api): expose provider connection health (#1636)

2026-05-07 00:42:32 +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

feat(api): add recurring transaction endpoints (#1600)

2026-05-01 21:21:34 +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

…

simplefin_item_dedupe_test.rb

…

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

FIX schema drift and snaptrade and mercury issues (#1232)

2026-03-20 14:52:09 +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

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

Normalize legacy SSO icon values before validation (#955)

2026-02-10 23:14:58 +01:00

sso_provider_tester_test.rb

fix(auth): surface exact OIDC issuer mismatches (#1666)

2026-05-05 00:47:45 +02:00

subscription_test.rb

…

sure_import_test.rb

feat(api): expose import status details (#1599)

2026-05-01 22:59:32 +02:00

sync_test.rb

feat(api): expose sync status (#1635)

2026-05-06 22:02:21 +02:00

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

Add transaction fee support to trades (#1248)

2026-03-28 19:03:16 +01:00

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

Enhanced Import Amount Type Selection (#506)

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

transaction_test.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +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

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

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