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sure/app/controllers
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sentry[bot] 97195d9f13 fix: Parse transfer date parameter (#1110) 
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
2026-03-03 21:15:18 +01:00
..
admin
Add new columns and sorting to admin users list (#1004)
2026-02-16 20:10:14 +01:00
api/v1
Improvements to Flutter client (#1042)
2026-02-22 21:22:32 -05:00
category
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
concerns
Skip unnecessary sync when account balance unchanged on update (#1040)
2026-02-21 08:47:31 -06:00
import
PDF ai import (#1006)
2026-02-16 21:11:41 +01:00
settings
Add external AI assistant with Pipelock security proxy (#1069)
2026-03-03 15:47:51 +01:00
tag
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
transactions
fix: Preserve tags on bulk edits (take 3) (#889)
2026-02-06 14:11:46 +01:00
accountable_sparklines_controller.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
accounts_controller.rb
fix: maintain activity tab during pagination from holdings tab (#1096)
2026-03-02 22:44:24 +01:00
application_controller.rb
Fix OIDC household invitation (issue #900) (#904)
2026-02-06 16:14:42 +01:00
budget_categories_controller.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
budgets_controller.rb
Add budget rollover: copy from previous month (#1100)
2026-03-03 21:13:59 +01:00
categories_controller.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
chats_controller.rb
Pre-launch design sync with Figma spec (#2154)
2025-04-30 18:14:22 -04:00
coinbase_items_controller.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_items_controller.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
cookie_sessions_controller.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
credit_cards_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
cryptos_controller.rb
Fix crypto subtype for trades api (#1022)
2026-02-19 19:51:42 +01:00
currencies_controller.rb
More composable forms (#989)
2024-07-16 14:08:24 -04:00
current_sessions_controller.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
depositories_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
email_confirmations_controller.rb
Allow users to update their email address (#1745)
2025-01-31 11:29:49 -06:00
enable_banking_items_controller.rb
fix/qol: Add Callback URL the Enable Banking Instructions (#1060)
2026-02-23 17:18:15 -05:00
family_exports_controller.rb
Fix export polling missing template error (#796) (#721)
2026-02-25 17:09:51 -05:00
family_merchants_controller.rb
Family merchant logo (#660)
2026-01-15 17:00:32 +01:00
holdings_controller.rb
Add security remapping for holdings with sync protection (#692)
2026-01-23 12:54:55 +01:00
impersonation_sessions_controller.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
imports_controller.rb
Generalize from PDF import to just files
2026-02-11 17:56:49 +00:00
indexa_capital_items_controller.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
investments_controller.rb
Fix Investment account subtype not saving on creation (#1039)
2026-02-23 17:47:49 -05:00
invitations_controller.rb
Fix OIDC household invitation (issue #900) (#904)
2026-02-06 16:14:42 +01:00
invite_codes_controller.rb
Add ability to delete invite codes (#153)
2025-09-22 09:29:23 +02:00
loans_controller.rb
loan: Set the first valuation as the original principal. (#2088)
2025-04-14 09:09:25 -04:00
lookbooks_controller.rb
Pre-launch design sync with Figma spec (#2154)
2025-04-30 18:14:22 -04:00
lunchflow_items_controller.rb
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
mcp_controller.rb
Add MCP server endpoint for external AI assistants (#1051)
2026-02-23 09:13:15 -05:00
mercury_items_controller.rb
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
messages_controller.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
mfa_controller.rb
Fix OIDC household invitation (issue #900) (#904)
2026-02-06 16:14:42 +01:00
oidc_accounts_controller.rb
Fix OIDC household invitation (issue #900) (#904)
2026-02-06 16:14:42 +01:00
onboardings_controller.rb
Onboarding redirect tests and trial status bar (#2197)
2025-05-02 15:21:46 -04:00
other_assets_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
other_liabilities_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
pages_controller.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
password_resets_controller.rb
Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)
2026-01-07 20:17:23 +01:00
passwords_controller.rb
Rubocop updates (#1118)
2024-08-23 10:06:24 -04:00
plaid_items_controller.rb
Add support to unlink lunch flow accounts (#318)
2025-11-14 10:42:31 +01:00
properties_controller.rb
Add instituion details & notes to Account model (#481)
2025-12-24 00:59:50 +01:00
recurring_transactions_controller.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
registrations_controller.rb
Make first user of instance automatically super_admin (#655)
2026-01-16 21:27:55 +01:00
reports_controller.rb
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
rules_controller.rb
fix: Handle empty compound conditions on rules index (#965)
2026-02-13 19:53:24 +01:00
securities_controller.rb
Improve convert-to-trade security selection with search-first UX (#703)
2026-01-19 15:49:51 +01:00
sessions_controller.rb
Expose ui_layout and ai_enabled to mobile clients and add enable_ai endpoint (#983)
2026-02-14 00:39:03 +01:00
simplefin_items_controller.rb
Add stale SimpleFin account detection and improve unlink cleanup (#574)
2026-01-08 15:38:13 +01:00
snaptrade_items_controller.rb
Add "Link to existing" option in SnapTrade Setup Accounts modal (#935)
2026-02-08 10:30:46 +01:00
subscriptions_controller.rb
Hide contribution payments from demo user(s) (#738)
2026-01-23 12:35:49 +01:00
tags_controller.rb
Add ability to delete all tags (#2200)
2025-05-05 12:43:46 -04:00
trades_controller.rb
Add protection indicator to entries and unlock functionality (#765)
2026-01-24 16:03:23 +01:00
transaction_categories_controller.rb
Fix duplicate category menu IDs for mobile/desktop
2026-01-12 22:08:59 +01:00
transactions_controller.rb
feat: Move upcoming recurring transactions in a dedicated tab (#771)
2026-01-27 12:32:35 +01:00
transfer_matches_controller.rb
fix: Transfers were not syncing between accounts (#987)
2026-02-16 13:50:06 +01:00
transfers_controller.rb
fix: Parse transfer date parameter (#1110)
2026-03-03 21:15:18 +01:00
users_controller.rb
Add family moniker selection and dynamic UI labels (#981)
2026-02-13 19:30:29 +01:00
valuations_controller.rb
Add reconciliation manager (#2459)
2025-07-16 11:31:47 -04:00
vehicles_controller.rb
Account Activity View + Account Forms (#1406)
2024-11-04 20:27:31 -05:00
webhooks_controller.rb
Plaid webhook processor
2025-05-24 18:33:59 -04:00