plind 6402f1dd08 fix(sso): preserve user-edited name across OIDC logins (#1777) ...

OidcIdentity#sync_user_attributes! runs on every SSO sign-in and
overwrote user.first_name / user.last_name with whatever the IdP sent,
because the precedence was `auth.info.* || user.*` — the IdP always
won when it supplied a value. A user who edited their first name to
"Adam" inside Sure had it reset to the IdP value "Ben" on the next
login, while the last name only "stuck" when the IdP happened not to
return a last_name (#1103).

Swap the precedence to `user.* || auth.info.*` so the IdP fills only
when Sure has nothing on file (first link or admin-blanked field).
Edits inside Sure are then authoritative for every subsequent login.
The audit copy on the OidcIdentity record itself is unchanged, so the
IdP-reported name is still available for debugging.

Closes #1103.

Co-authored-by: plind-junior <plind-junior@users.noreply.github.com>

2026-05-12 21:55:22 +02:00

..

account

perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar (#1683)

2026-05-07 17:31:16 +02:00

assistant

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

balance

Performance improvements in balance sync cache (#1581)

2026-04-29 21:47:01 +02:00

balance_sheet

perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar (#1683)

2026-05-07 17:31:16 +02:00

binance_account

Fix Binance USD converter custom rate keyword (#1414)

2026-04-08 22:23:15 +02:00

binance_item

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

chat

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

coinbase_account

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

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

coinbase_item

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

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

coinstats_account

Add DeFi via Coinstats (#1417)

2026-04-11 21:37:07 +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(entries): Add amount validation and robustify monetizable concern (#1680)

2026-05-05 20:07:40 +02:00

demo

Make categories global (#1160)

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

enable_banking_account

feat(enable-banking): safe pending transaction merge with sync re-import prevention (#1709)

2026-05-09 11:56:16 +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

Performance improvements in holding calculation pipeline (#1579)

2026-05-05 01:24:33 +02:00

import

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

income_statement

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

indexa_capital_account

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

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

indexa_capital_item

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

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

investment_statement

Add investment tracking to expenses (#381)

2026-01-09 13:03:40 +01:00

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

Remove InvestmentActivityDetector and related functionality

2026-01-12 15:35:14 -05:00

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

merchant

Merchants improvements (#594)

2026-01-09 19:38:04 +01:00

mercury_account

Mercury integration (#723)

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

mercury_entry

Mercury integration (#723)

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

mercury_item

Mercury integration (#723)

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

plaid_account

Providers sharing (#1273)

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

plaid_entry

Add pending transaction handling and duplicate reconciliation logic (#602)

2026-01-10 20:11:00 +01:00

plaid_item

Fix Plaid link script loading and first-sync account linking (#1165)

2026-03-13 08:11:51 +01:00

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

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

2026-05-12 00:37:47 +02:00

rule

Providers sharing (#1273)

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

security

Add binance security provider for crypto (#1424)

2026-04-10 15:43:22 +02:00

simplefin

Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)

2026-01-05 22:11:47 +01:00

simplefin_account

Fix avg_cost to return per-share cost basis (#1692)

2026-05-07 23:31:26 +02:00

simplefin_entry

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

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

snaptrade_item

Scope SnapTrade orphan cleanup to current family (#1769)

2026-05-12 12:17:00 +02:00

sophtron_account

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

sophtron_entry

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

sophtron_item

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

tool_call

Implement support for generic OpenAI api (#213)

2025-10-22 16:02:50 +02:00

trade

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

transaction

Fix transaction search account scope bypass (#1460)

2026-04-13 21:23:59 +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_import.rb

feat: Support optional balance date column in account CSV imports (#736)

2026-01-22 15:25:43 +01:00

account_order.rb

Add customizable menu order for user accounts (#44)

2025-08-11 22:58:44 +02:00

account_provider.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

account_share.rb

Family sharing (#1272)

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

account.rb

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

2026-05-12 00:37:47 +02:00

address.rb

Fix: No comma when locality is empty (small fix) (#2111)

2025-04-16 20:26:45 -05:00

api_key.rb

Protect demo API key from deletion (#919)

2026-02-06 21:25:52 +01:00

application_record.rb

Initial commit

2024-02-02 09:05:04 -06:00

archived_export.rb

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

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

assistant_message.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

assistant.rb

Add external AI assistant with Pipelock security proxy (#1069)

2026-03-03 15:47:51 +01:00

auth_config.rb

fix: use ProviderLoader for AuthConfig.sso_providers when DB providers enabled\n\nAuthConfig.sso_providers only read from YAML config, so self-hosted\nsetups with DB-configured SSO providers (e.g. Authentik via admin UI)\nhad no SSO button on the login page.\n\nWire it to ProviderLoader.load_providers when FeatureFlags.db_sso_providers?\nis true, falling back to YAML config otherwise. (#1614)

2026-05-01 13:31:32 +02:00

balance_sheet.rb

Family sharing (#1272)

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

balance.rb

Use new balance components in activity feed (#2511)

2025-07-23 18:15:14 -04:00

binance_account.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

binance_item.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

budget_category.rb

Budget page refactor: split into(All - Over Budget - On Track) (#1195)

2026-04-13 20:03:55 +02:00

budget.rb

Hide nested budget categories in the Budget spent donut (#1544)

2026-04-23 21:28:38 +02:00

category_import.rb

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

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

category.rb

fix: add hex color validation to Category model and form (to solve #1247) (#1341)

2026-04-01 20:27:29 +02:00

chat.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

coinbase_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

coinbase_item.rb

Refactor: Use Encryptable concern in CoinbaseItem (#1339)

2026-04-07 16:28:01 +02:00

coinstats_account.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

coinstats_item.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

credit_card.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

crypto.rb

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

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

current.rb

Family sharing (#1272)

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

data_enrichment.rb

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

depository.rb

Plaid sync domain improvements (#2267)

2025-05-23 18:58:22 -04:00

enable_banking_account.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

enable_banking_item.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

entry_search.rb

fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)

2026-02-01 23:48:54 +01:00

entry.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

entryable.rb

Fix NoMethodError on nil entryable in account activity feed (#1316)

2026-03-29 17:30:12 +02:00

exchange_rate_pair.rb

Add improvements from security providers to FX providers also (#1445)

2026-04-13 00:51:23 +02:00

exchange_rate.rb

Data provider simplification, tests, and documentation (#1997)

2025-03-17 11:54:53 -04:00

family_document.rb

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

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

family_export.rb

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

family_merchant_association.rb

Merchants improvements (#594)

2026-01-09 19:38:04 +01:00

family_merchant.rb

Implement a setting to retrieve high res logos (#725)

2026-01-21 17:16:51 +01:00

family.rb

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

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

holding.rb

fix: allow refreshes from the same source for cost basis updates (#917)

2026-02-06 18:30:50 +01:00

impersonation_session_log.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

impersonation_session.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

import.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

income_statement.rb

Providers sharing (#1273)

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

indexa_capital_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

indexa_capital_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

investment_flow_statement.rb

Family sharing (#1272)

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

investment_statement.rb

Investments currency fix (#1436)

2026-04-11 15:09:59 +02:00

investment.rb

feat(investments): add India investment subtypes and exchange support (#1659)

2026-05-05 01:04:29 +02:00

invitation.rb

Family sharing (#1272)

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

invite_code.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

kraken_account.rb

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

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

kraken_item.rb

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

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

llm_usage.rb

Track failed LLM API calls in llm_usages table (#360)

2025-11-22 02:15:20 +01:00

loan.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +02:00

lunchflow_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

lunchflow_item.rb

Constrain Lunchflow base URL to trusted endpoint (#1768)

2026-05-12 12:18:17 +02:00

market_data_importer.rb

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

measurement.rb

Vehicle view (#1117)

2024-08-23 09:33:42 -04:00

merchant.rb

Recurring transactions (#271)

2025-11-01 09:12:42 +01:00

mercury_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

mercury_item.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

message.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

mint_import.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

mobile_device.rb

Fix mobile login "Record not found" for unseeded instances (#916)

2026-02-06 18:04:29 +01:00

oidc_identity.rb

fix(sso): preserve user-edited name across OIDC logins (#1777)

2026-05-12 21:55:22 +02:00

other_asset.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

other_liability.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

pdf_import.rb

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

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

period.rb

Feature: remember value of chart period selector (#1528)

2026-04-21 19:02:41 +02:00

plaid_account.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

plaid_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

property.rb

feat(investments): add India investment subtypes and exchange support (#1659)

2026-05-05 01:04:29 +02:00

provider_connection_status.rb

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

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

provider_merchant.rb

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

provider.rb

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

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

qif_import.rb

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

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

recurring_transaction.rb

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

2026-05-12 00:37:47 +02:00

rejected_transfer.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

rule_import.rb

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

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

rule_run.rb

Add Recent Runs visibility for rule executions (#376)

2025-12-07 16:30:02 +01:00

rule.rb

Add Quick Categorize Wizard (#1386)

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

security.rb

Move back to brandfetch (#1427)

2026-04-10 17:42:16 +02:00

series.rb

- Handle blank series in trend method to avoid nil errors (#357)

2025-11-20 08:31:03 +01:00

session.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

setting.rb

Rebase PR #784 and fix OpenAI model/chat regressions (#1384)

2026-04-15 18:45:24 +02:00

simplefin_account.rb

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)

2026-04-18 09:50:34 +02:00

simplefin_item.rb

Include newer providers in automatic family sync (#934)

2026-02-10 23:42:22 +01:00

snaptrade_account.rb

FIX schema drift and snaptrade and mercury issues (#1232)

2026-03-20 14:52:09 +01:00

snaptrade_item.rb

fix: send first-time SnapTrade users to connect flow (#1613)

2026-05-03 10:28:31 +02:00

sophtron_account.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sophtron_item.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sso_audit_log.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

2026-01-03 17:56:42 -05:00

sso_provider_tester.rb

fix(auth): surface exact OIDC issuer mismatches (#1666)

2026-05-05 00:47:45 +02:00

sso_provider.rb

Normalize legacy SSO icon values before validation (#955)

2026-02-10 23:14:58 +01:00

subscription.rb

fix: Show cancellation message when subscription is pending cancellation (#752)

2026-01-23 18:55:51 +01:00

sure_import.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

sync.rb

feat(api): expose sync status (#1635)

2026-05-06 22:02:21 +02:00

tag.rb

feat: Add tag badge in filter window (#1038)

2026-02-23 17:43:00 -05:00

tagging.rb

Create tagging system (#792)

2024-05-23 08:09:33 -04:00

tool_call.rb

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

trade_import.rb

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

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

trade.rb

Record dividends and interest as Trades in investment accounts (#1311)

2026-03-29 10:08:54 +02:00

transaction_import.rb

Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)

2026-01-16 12:34:06 +01:00

transaction.rb

feat(enable-banking): safe pending transaction merge with sync re-import prevention (#1709)

2026-05-09 11:56:16 +02:00

transfer.rb

Add investment activity detection, labels, and exclusions

2026-01-12 15:35:14 -05:00

trend.rb

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

user_message.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

user.rb

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

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

valuation.rb

Start and end balance anchors for historical account balances (#2455)

2025-07-15 11:42:41 -04:00

vector_store.rb

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

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

vehicle.rb

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

webauthn_credential.rb

feat(auth): add WebAuthn MFA credentials (#1628)

2026-05-03 22:13:28 +02:00