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sure/test/models
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Juan José Mata e7c609dc91 Index all PDF imports into vector store with type metadata
2026-02-11 17:34:53 +00:00
..
account
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
assistant
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
balance
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
coinstats_account
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_entry
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
concerns
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
eval
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
family
Auto-categorize investment contributions across all transfer paths (#924)
2026-02-07 16:41:31 +01:00
holding
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
indexa_capital_account
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
lunchflow_account/investments
Implement holdings for lunch flow (#590)
2026-01-09 13:14:14 +01:00
lunchflow_entry
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
lunchflow_item
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
plaid_account
Auto-categorize investment contributions across all transfer paths (#924)
2026-02-07 16:41:31 +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
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
recurring_transaction
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
rule
Auto-categorize investment contributions across all transfer paths (#924)
2026-02-07 16:41:31 +01:00
security
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
simplefin
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling (#368)
2025-11-24 14:07:14 +01:00
simplefin_account
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_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
simplefin_item
Fix false positive inactive hints for SimpleFin accounts during chunked imports (#573)
2026-01-08 11:44:38 +01:00
snaptrade_account
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +01:00
transaction
Add tests for uncategorized transaction filter across locales (#862)
2026-02-01 18:59:12 +01:00
transfer
Refactor Investment Contributions category handling to use a centralized constant and streamline related logic.
2026-01-20 17:18:49 -05:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vector_store
Add Family vector search function call / support for document vault (#961)
2026-02-11 15:22:56 +01:00
account_import_test.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
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_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
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
address_test.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key_test.rb
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
assistant_message_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
assistant_test.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +02:00
balance_sheet_test.rb
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
budget_category_test.rb
Allow subcategories to inherit parent budget without individual limits (#579)
2026-01-21 22:10:15 +01:00
budget_test.rb
Fix budget category totals to account for refunds and reimbursements (#824)
2026-01-31 09:41:28 +01:00
category_import_test.rb
Handle missing category import headers and accept name* (#487)
2025-12-22 20:41:37 +01:00
category_test.rb
Ensure Consistent Category Colors (#1722)
2025-01-30 16:49:31 -05:00
chat_test.rb
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
2025-10-24 12:04:19 +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
feat: Support multiple crypto wallets with same token (#676)
2026-01-18 11:27:09 +01:00
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
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
current_test.rb
Use DB for auth sessions (#1233)
2024-10-03 14:42:22 -04:00
developer_message_test.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
exchange_rate_test.rb
Market data sync refinements (#2252)
2025-05-16 14:17:56 -04:00
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
Index all PDF imports into vector store with type metadata
2026-02-11 17:34:53 +00:00
holding_test.rb
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
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
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +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_test.rb
Add tax treatment classification for investment accounts with international support (#693)
2026-01-18 17:29:02 +01:00
invitation_test.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
invite_code_test.rb
Use consistent language for invite codes
2024-02-02 19:37:10 -06:00
loan_test.rb
Add loan and credit card views (#1268)
2024-10-08 17:16:37 -04:00
market_data_importer_test.rb
Provider investment fixes (#600)
2026-01-10 15:43:07 +01:00
mercury_item_test.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
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
Eliminate code duplication in OIDC identity creation (#230)
2025-10-25 22:23:28 +02:00
pdf_import_test.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
period_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
plaid_item_test.rb
Lunch flow improvements (#268)
2025-10-31 13:29:44 +01:00
provider_test.rb
Use faraday retry, move retry logic to concrete provider level (#2042)
2025-04-01 08:41:49 -04:00
recurring_transaction_test.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule_import_test.rb
Add rules import/export support (#424)
2025-12-07 13:20:54 +01:00
rule_test.rb
Normalize whitespace in text rule matching (#890)
2026-02-06 00:00:04 +01:00
security_test.rb
Handle case sensitive values when creating securities
2025-05-08 14:31:43 -04:00
setting_test.rb
Fixes & Improvements (#316)
2025-11-11 19:51:07 +01:00
simplefin_account_processor_test.rb
Add test for dormant credit cards with zero balance and adjust processor logic (#630)
2026-01-13 09:32:05 +01:00
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 comprehensive tests for SnaptradeAccount processors and data helpers. (#742)
2026-01-23 00:27:00 +01:00
snaptrade_account_test.rb
Add SnapTrade brokerage integration with full trade history support (#737)
2026-01-22 20:52:49 +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
sso_provider_test.rb
Normalize legacy SSO icon values before validation (#955)
2026-02-10 23:14:58 +01:00
subscription_test.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
sync_test.rb
Handle duplicate sync jobs
2025-05-24 17:58:17 -04:00
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
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction_import_test.rb
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
transaction_test.rb
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
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
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
user_test.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00