soky srm e1ff6d46ee Make categories global (#1160) ...

* Make categories global

This solves us A LOT of cash flow and budgeting problems.

* Update schema.rb

* Update auto_categorizer.rb

* Update income_statement.rb

* FIX budget sub-categories

* FIX sub-categories and tests

* Add 2 step migration

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

..

account

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

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

assistant

Enhance logging in search_family_files.rb for vector store debugging (#1033)

2026-03-07 01:35:47 +01:00

balance

feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)

2026-03-06 10:05:52 +01:00

balance_sheet

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

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 (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

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

demo

Make categories global (#1160)

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

enable_banking_account

fix: Properly compute credit card balance for Enable Banking accounts (#663)

2026-01-18 15:11:34 +01:00

enable_banking_entry

Initial enable banking implementation (#382)

2025-11-29 13:31:08 +01:00

enable_banking_item

refactor: Improve enable banking panel rendering context (#1073)

2026-03-01 23:23:25 +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

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

family

Make categories global (#1160)

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

holding

feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)

2026-03-06 10:05:52 +01:00

import

Enhanced Import Amount Type Selection (#506)

2026-01-23 22:12:02 +01:00

income_statement

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

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

indexa_capital_account

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

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

indexa_capital_item

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

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

investment_statement

Add investment tracking to expenses (#381)

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

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

Make categories global (#1160)

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

plaid_entry

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

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

plaid_item

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

provider

Make categories global (#1160)

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

recurring_transaction

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rule

Fix: Handle missing category in SetTransactionCategory executor (#1001)

2026-02-16 14:01:28 +01:00

security

feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)

2026-03-06 10:05:52 +01:00

simplefin

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

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

simplefin_account

Move money market tickers and patterns to configuration (#712)

2026-01-20 07:44:12 +01:00

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

Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)

2026-01-22 22:23:09 +01:00

snaptrade_account

Fix locale mismatch and add option activity type mappings (#743)

2026-01-23 00:28:17 +01:00

snaptrade_item

Add SnapTrade connection management UI for freeing up connection slots (#747)

2026-01-23 08:55:34 +01:00

tool_call

Implement support for generic OpenAI api (#213)

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

trade

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

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

transaction

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

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

transfer

Centralize investment_contributions_category logic and update references for streamlined handling.

2026-01-20 17:51:36 -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.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.rb

Fix [1018]: Add Date field when entering Account Balance (#1068)

2026-03-06 10:22:01 +01:00

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

…

assistant_message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

assistant.rb

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

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

auth_config.rb

Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)

2025-12-24 00:15:53 +01:00

balance_sheet.rb

Add customizable menu order for user accounts (#44)

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

balance.rb

Use new balance components in activity feed (#2511)

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

budget_category.rb

Fix uncategorized budget category showing incorrect available_to_spend (#1117)

2026-03-04 11:02:19 +01:00

budget.rb

Make categories global (#1160)

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

category_import.rb

Make categories global (#1160)

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

category.rb

Make categories global (#1160)

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

chat.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.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

coinbase_item.rb

Include newer providers in automatic family sync (#934)

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

coinstats_account.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

coinstats_item.rb

Include newer providers in automatic family sync (#934)

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

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

…

data_enrichment.rb

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

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

depository.rb

Plaid sync domain improvements (#2267)

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

developer_message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

enable_banking_account.rb

Initial security fixes (#461)

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

enable_banking_item.rb

Include newer providers in automatic family sync (#934)

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

entry_search.rb

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

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

entry.rb

fix: Preserve tags on bulk edits (take 3) (#889)

2026-02-06 14:11:46 +01:00

entryable.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

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

Make categories global (#1160)

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

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_session.rb

…

import.rb

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

income_statement.rb

Make categories global (#1160)

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

indexa_capital_account.rb

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

2026-02-08 18:19:37 +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

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

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

investment_statement.rb

Improve handling of cost_basis during holding materialization and display (#619)

2026-01-11 23:58:51 +01:00

investment.rb

Add gains by tax treatment to investment report with grouped subtype dropdown (#701)

2026-01-19 15:44:49 +01:00

invitation.rb

Enforce one pending invitation per email across all families (#1173)

2026-03-10 13:44:53 +01:00

invite_code.rb

Initial security fixes (#461)

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

llm_usage.rb

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

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

loan.rb

Plaid sync domain improvements (#2267)

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

lunchflow_account.rb

Initial security fixes (#461)

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

lunchflow_item.rb

Include newer providers in automatic family sync (#934)

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

market_data_importer.rb

Fetch reciprocal exchange rates when syncing market data (#358)

2025-11-20 19:50:22 +01:00

measurement.rb

…

merchant.rb

Recurring transactions (#271)

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

mercury_account.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

mercury_item.rb

Include newer providers in automatic family sync (#934)

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

message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

mint_import.rb

Feat: /import endpoint & drag-n-drop imports (#501)

2026-01-10 16:39:18 +01:00

mobile_device.rb

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

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

oidc_identity.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

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

other_asset.rb

…

other_liability.rb

…

pdf_import.rb

PDF ai import (#1006)

2026-02-16 21:11:41 +01:00

period.rb

feat: Customizable Budget Month Start Day (#810)

2026-02-04 23:58:09 +01:00

plaid_account.rb

Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

2026-01-24 11:16:26 +01:00

plaid_item.rb

Include newer providers in automatic family sync (#934)

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

property.rb

Multi-step account forms + clearer balance editing (#2427)

2025-07-03 09:33:07 -04:00

provider_merchant.rb

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

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

provider.rb

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

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

recurring_transaction.rb

Recurring fixes (#454)

2025-12-17 16:03:05 +01:00

rejected_transfer.rb

Account:: namespace simplifications and cleanup (#2110)

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

rule_import.rb

Make categories global (#1160)

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

rule_run.rb

Add Recent Runs visibility for rule executions (#376)

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

rule.rb

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

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

security.rb

Add warning for TwelveData plan-restricted tickers (#803)

2026-01-27 15:45:50 +01:00

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

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

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

simplefin_account.rb

Initial security fixes (#461)

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

simplefin_item.rb

Include newer providers in automatic family sync (#934)

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

snaptrade_account.rb

Add encryption support to provider account models (#815)

2026-02-04 23:40:01 +01:00

snaptrade_item.rb

Include newer providers in automatic family sync (#934)

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

sso_audit_log.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

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

sso_provider_tester.rb

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

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

sync.rb

Improvements (#379)

2025-11-25 20:21:29 +01:00

tag.rb

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

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

tagging.rb

…

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

feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)

2026-01-20 00:01:55 +01:00

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

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

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

transfer.rb

Add investment activity detection, labels, and exclusions

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

trend.rb

…

user_message.rb

improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)

2025-04-01 07:21:54 -04:00

user.rb

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

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

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