Stephen Jolly c9ca83a0d4 fix(transactions): show full dates in the categorize wizard (#2633) ...

The categorize view renders dates with :short (\"%b %d\"), which omits the
year — ambiguous when the uncategorized backlog spans more than one year.
Use format_date, which renders the family's Settings date format; every
selectable format includes the year.

2026-07-17 07:19:57 +02:00

..

admin

Fix SSO provider settings updates (#2210)

2026-06-06 09:14:50 +02:00

api/v1

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

2026-07-14 01:39:26 +02:00

category

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

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

concerns

Russian language support added (#2005)

2026-07-08 08:10:18 +02:00

import

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

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

settings

Allow multiple active API keys per user (#2077)

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

tag

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transactions

fix(transactions): show full dates in the categorize wizard (#2633)

2026-07-17 07:19:57 +02:00

account_statements_controller_test.rb

feat(statements): add account statement vault (#1753)

2026-05-13 21:05:11 +02:00

accountable_sparklines_controller_test.rb

perf(sparklines): avoid full account loads for linked charts (#2128)

2026-06-02 18:47:09 +02:00

accounts_controller_test.rb

Address all PR review comments

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

akahu_items_controller_test.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

archived_exports_controller_test.rb

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binance_items_controller_test.rb

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

brex_items_controller_test.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +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

fix(categories): avoid index N+1 queries (#2089)

2026-06-01 21:59:46 +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

fix(accounts): honor stored return_to after subtype account creation (#2109)

2026-06-03 15:15:49 +02:00

email_confirmations_controller_test.rb

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enable_banking_items_controller_test.rb

feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)

2026-06-04 19:53:52 +02:00

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

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

family_merchants_controller_test.rb

Provider merchants enhancement (#1254)

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

goal_pledges_controller_test.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

goals_controller_test.rb

fix(goals): scope funding-account picker to the current user's accessible accounts (#2172)

2026-06-04 11:52:28 +02:00

holdings_controller_test.rb

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ibkr_items_controller_test.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

impersonation_sessions_controller_test.rb

Family sharing (#1272)

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

imports_controller_test.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

indexa_capital_items_controller_test.rb

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

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

insights_controller_test.rb

feat(insights): proactive financial intelligence feed (#2550)

2026-07-14 02:19:39 +02:00

investments_controller_test.rb

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invitations_controller_test.rb

fix(invitations): allow re-inviting after an unaccepted invite expires (#2543)

2026-07-08 08:59:54 +02:00

invite_codes_controller_test.rb

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kraken_items_controller_test.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

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

feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login (#2234)

2026-06-11 16:19:58 +02:00

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

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

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

mfa_controller_test.rb

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

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

oauth_metadata_controller_test.rb

feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login (#2234)

2026-06-11 16:19:58 +02:00

oauth_registration_controller_test.rb

feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login (#2234)

2026-06-11 16:19:58 +02:00

oidc_accounts_controller_test.rb

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

2026-07-14 01:39:26 +02:00

onboardings_controller_test.rb

Fix SimpleFIN partial auth reconnect status (#2509)

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

other_assets_controller_test.rb

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other_liabilities_controller_test.rb

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pages_controller_test.rb

feat(dashboard): masonry packing + per-widget size controls (#2328)

2026-06-15 20:34:34 +02:00

password_resets_controller_test.rb

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pending_duplicate_merges_controller_test.rb

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plaid_items_controller_test.rb

fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)

2026-05-28 14:55:21 +02:00

properties_controller_test.rb

fix(accounts): honor stored return_to after subtype account creation (#2109)

2026-06-03 15:15:49 +02:00

pwa_controller_test.rb

fix(pwa): serve manifest for html accept headers (#1828)

2026-05-18 19:10:01 +02:00

questrade_items_controller_test.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

registrations_controller_test.rb

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

2026-07-14 01:39:26 +02:00

reports_controller_test.rb

fix(reports): hide tax-advantaged transactions in breakdown (#2549)

2026-07-08 08:51:22 +02:00

rules_controller_test.rb

fix(rules): count blocked rule transactions (#1782)

2026-05-14 21:56:49 +02:00

sessions_controller_test.rb

fix(ds): unify SSO sign-in buttons on DS::Button; drop bespoke Google CSS (#2152)

2026-06-03 00:08:12 +02:00

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

feat:Add SnapTrade OAuth device flow (#2523)

2026-06-29 00:30:03 +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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syncs_controller_test.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

tags_controller_test.rb

feat(transactions): add inline tag creation and search in txn form (#1719)

2026-06-01 21:46:32 +02:00

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

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transactions_controller_test.rb

fix: Transaction Pagination Skipping Entries (#2179)

2026-06-16 10:51:51 +02:00

transfer_matches_controller_test.rb

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transfers_controller_test.rb

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

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

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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wise_items_controller_test.rb

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

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