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

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admin

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

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

api/v1

Make categories global (#1160)

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

category

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concerns

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

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

import

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

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

settings

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

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

tag

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transactions

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

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

accountable_sparklines_controller_test.rb

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accounts_controller_test.rb

fix: maintain activity tab during pagination from holdings tab (#1096)

2026-03-02 22:44:24 +01:00

categories_controller_test.rb

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chats_controller_test.rb

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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

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credit_cards_controller_test.rb

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cryptos_controller_test.rb

Fix crypto subtype for trades api (#1022)

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

currencies_controller_test.rb

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current_sessions_controller_test.rb

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depositories_controller_test.rb

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email_confirmations_controller_test.rb

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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

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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

impersonation_sessions_controller_test.rb

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imports_controller_test.rb

Show disabled import options when no accounts exist (#977)

2026-02-14 01:10:25 +01:00

indexa_capital_items_controller_test.rb

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

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

investments_controller_test.rb

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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

loans_controller_test.rb

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mcp_controller_test.rb

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

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

messages_controller_test.rb

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mfa_controller_test.rb

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oidc_accounts_controller_test.rb

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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

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other_liabilities_controller_test.rb

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pages_controller_test.rb

Make categories global (#1160)

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

password_resets_controller_test.rb

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plaid_items_controller_test.rb

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properties_controller_test.rb

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registrations_controller_test.rb

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

reports_controller_test.rb

Make categories global (#1160)

2026-03-11 15:54:01 +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

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snaptrade_items_controller_test.rb

Add "Link to existing" option in SnapTrade Setup Accounts modal (#935)

2026-02-08 10:30:46 +01:00

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

Add protection indicator to entries and unlock functionality (#765)

2026-01-24 16:03:23 +01:00

transactions_controller_test.rb

Add protection indicator to entries and unlock functionality (#765)

2026-01-24 16:03:23 +01:00

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

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users_controller_test.rb

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

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

valuations_controller_test.rb

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vehicles_controller_test.rb

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webhooks_controller_test.rb

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