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ce5d7dd736ad2613463e84def6699099f2ce4e61
sure/test/models
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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
..
account
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
assistant
Rebase PR #784 and fix OpenAI model/chat regressions (#1384)
2026-04-15 18:45:24 +02:00
balance
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +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
fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)
2026-05-12 00:17:49 +02:00
enable_banking_entry
fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)
2026-05-12 00:17:49 +02:00
enable_banking_item
fix(enable-banking): import transactions missing transaction_id and entry_reference (#1767)
2026-05-12 00:17:49 +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): add rule operand references (#1726)
2026-05-12 21:29:29 +02:00
holding
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
indexa_capital_account
Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)
2026-04-27 18:33:22 +02:00
kraken_account
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
kraken_item
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
lunchflow_account/investments
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
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
Providers factory (#250)
2025-10-28 19:32:27 +01:00
plaid_item
Increase specificity of filter when fetching Plaid liabilities
2025-05-24 19:16:55 -04:00
provider
fix(binance): support CRYPTO: prefix and USD stablecoins (#1771)
2026-05-12 19:41:58 +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
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
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
fix: correct SnapTrade cash activity signs (#1634)
2026-05-12 00:55:46 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
transaction
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer
Add exchange rate feature with multi-currency transactions and transfers support (#1099)
2026-04-08 21:05:58 +02:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store
feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)
2026-03-20 17:01:31 +01:00
account_ibkr_creation_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
account_import_test.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
account_provider_test.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account_share_test.rb
Family sharing (#1272)
2026-03-25 10:50:23 +01:00
account_simplefin_creation_test.rb
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
account_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
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
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
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
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
crypto_test.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
current_test.rb
Use DB for auth sessions (#1233)
2024-10-03 14:42:22 -04:00
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
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
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 Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account_processor_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_importer_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_report_parser_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_session_test.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
import_encoding_test.rb
Reports print functionality (#622)
2026-01-12 14:40:30 +01:00
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
Use consistent language for invite codes
2024-02-02 19:37:10 -06:00
kraken_item_test.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
loan_test.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lunchflow_item_test.rb
Constrain Lunchflow base URL to trusted endpoint (#1768)
2026-05-12 12:18:17 +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): add import preflight validation (#1755)
2026-05-12 00:00:49 +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
fix(sso): preserve user-edited name across OIDC logins (#1777)
2026-05-12 21:55:22 +02:00
pdf_import_test.rb
feat(api): expose import row diagnostics (#1644)
2026-05-05 01:12:48 +02:00
period_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
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
Lunch flow improvements (#268)
2025-10-31 13:29:44 +01:00
provider_connection_status_test.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
provider_test.rb
Use faraday retry, move retry logic to concrete provider level (#2042)
2025-04-01 08:41:49 -04:00
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(recurring): allow marking transfers as recurring (#895) (#1589)
2026-05-12 00:37:47 +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
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
simplefin_account_processor_test.rb
Fix SimpleFIN inverting Loan account balances (#1574)
2026-04-29 13:00:38 +02:00
simplefin_account_test.rb
Feature/simplefin integration (#94)
2025-08-12 02:59:16 +02:00
simplefin_item_dedupe_test.rb
Simplefin enhancements v2 (#267)
2025-11-17 21:51:37 +01:00
simplefin_item_test.rb
Fix SimpleFin investment holdings and comprehensive integration improvements (#104)
2025-10-22 19:51:24 +02:00
snaptrade_account_processor_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
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
Scope SnapTrade orphan cleanup to current family (#1769)
2026-05-12 12:17:00 +02:00
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
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
sure_import_test.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
sync_test.rb
feat(api): expose sync status (#1635)
2026-05-06 22:02:21 +02:00
tag_test.rb
Account::Sync model and test fixture simplifications (#968)
2024-07-10 11:22:59 -04:00
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 Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
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
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
transaction_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
transfer_test.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend_test.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
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