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

..

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

New Design System + Codebase Refresh (#1823)

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

concerns

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

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

import

PDF ai import (#1006)

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

settings

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

2026-03-10 18:12:53 +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

Make categories global (#1160)

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

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

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

2026-03-06 10:05:52 +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 default family selection for invite-only onboarding mode (#1174)

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

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

Check for pending invitations before creating new Family during SSO log in/sign up (#1171)

2026-03-10 13:38:42 +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

Make categories global (#1160)

2026-03-11 15:54:01 +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

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

2026-03-10 18:12:53 +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

Check for pending invitations before creating new Family during SSO log in/sign up (#1171)

2026-03-10 13:38:42 +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

Make categories global (#1160)

2026-03-11 15:54:01 +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

Make categories global (#1160)

2026-03-11 15:54:01 +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