soky srm f1991eaefe Recurring scoping implementation (#1300) ...

* Recurring scoping implementation

* FIX tests and reviews

2026-03-26 19:01:35 +01:00

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active_storage

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files

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

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

import

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rule

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security

Investment prices fixes (#559)

2026-01-07 16:16:01 +01:00

account_shares.yml

Family sharing (#1272)

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

accounts.yml

Family sharing (#1272)

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

addresses.yml

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api_keys.yml

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balances.yml

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budgets.yml

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categories.yml

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

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

chats.yml

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

credit_cards.yml

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cryptos.yml

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depositories.yml

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entries.yml

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exchange_rates.yml

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families.yml

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

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

family_documents.yml

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

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

family_exports.yml

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holdings.yml

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impersonation_session_logs.yml

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impersonation_sessions.yml

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imports.yml

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

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

indexa_capital_accounts.yml

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

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

indexa_capital_items.yml

Providers sharing (#1273)

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

investments.yml

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invitations.yml

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loans.yml

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lunchflow_accounts.yml

Implement holdings for lunch flow (#590)

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

lunchflow_items.yml

Providers sharing (#1273)

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

merchants.yml

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

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

mercury_accounts.yml

Mercury integration (#723)

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

mercury_items.yml

Providers sharing (#1273)

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

messages.yml

Remove unused DeveloperMessage model (#1207)

2026-03-16 20:22:11 +01:00

mobile_devices.yml

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oidc_identities.yml

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)

2026-01-07 20:17:23 +01:00

other_assets.yml

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other_liabilities.yml

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plaid_accounts.yml

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plaid_items.yml

Providers sharing (#1273)

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

properties.yml

Fix property subtype not persisting on edit (#930)

2026-02-11 08:51:31 +01:00

recurring_transactions.yml

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

rules.yml

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securities.yml

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sessions.yml

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simplefin_accounts.yml

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_items.yml

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

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

snaptrade_accounts.yml

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

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

snaptrade_items.yml

Providers sharing (#1273)

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

subscriptions.yml

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

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

syncs.yml

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taggings.yml

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tags.yml

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

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

tool_calls.yml

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trades.yml

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

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

transactions.yml

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transfers.yml

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users.yml

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

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

valuations.yml

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vehicles.yml

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