Gian-Reto Tarnutzer ce5d7dd736 Add Interactive Brokers Provider (#1722) ...

* Display multi-currency holdings correctly

* Implement IBKR provider

* Fix: Use historical exchange rate for historical prices

* Add brokerage exchange rate for trades

* Sync historical balances from IBKR

* Add logos in activity history

* Fix privacy mode blur in account view

* Improve IBKR XML Flex report parser errors

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

..

admin

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

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

api/v1

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

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

category

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

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

concerns

Use browser Accept-Language for login and onboarding locale (#768)

2026-01-24 22:00:41 +01:00

import

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

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

settings

Add Interactive Brokers Provider (#1722)

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

tag

Account::Sync model and test fixture simplifications (#968)

2024-07-10 11:22:59 -04:00

transactions

Add Quick Categorize Wizard (#1386)

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

accountable_sparklines_controller_test.rb

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

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

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

coinbase_items_controller_test.rb

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

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

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

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

cryptos_controller_test.rb

Fix crypto subtype for trades api (#1022)

2026-02-19 19:51:42 +01:00

currencies_controller_test.rb

Shared money input should respond to change in currency (#654)

2024-04-20 08:07:06 -04:00

current_sessions_controller_test.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

depositories_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller_test.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

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

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

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

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

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

invitations_controller_test.rb

Remove Flipper and replace with ENV-driven FeatureFlags (#957)

2026-02-10 23:30:45 +01:00

invite_codes_controller_test.rb

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

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

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

Add MCP server endpoint for external AI assistants (#1051)

2026-02-23 09:13:15 -05:00

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

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

mfa_controller_test.rb

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

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

oidc_accounts_controller_test.rb

Make first user of instance automatically super_admin (#655)

2026-01-16 21:27:55 +01:00

onboardings_controller_test.rb

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

other_assets_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller_test.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller_test.rb

Make categories global (#1160)

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

password_resets_controller_test.rb

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

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

Add support to unlink lunch flow accounts (#318)

2025-11-14 10:42:31 +01:00

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

fix: Handle empty compound conditions on rules index (#965)

2026-02-13 19:53:24 +01:00

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

Hide contribution payments from demo user(s) (#738)

2026-01-23 12:35:49 +01:00

tags_controller_test.rb

# test(api): Add request specs for merchants and tags endpoints (#645)

2026-01-23 10:18:22 +01:00

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

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

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

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

transfers_controller_test.rb

feat(recurring): allow marking transfers as recurring (#895) (#1589)

2026-05-12 00:37:47 +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

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

webhooks_controller_test.rb

Billing (#1269)

2024-10-08 14:37:47 -05:00