Josh Waldrep 52588784d0 Add investment activity detection, labels, and exclusions ...

- Introduced `InvestmentActivityDetector` to mark internal investment activity as excluded from cashflow and assign appropriate labels.
- Added `exclude_from_cashflow` flag to `entries` and `investment_activity_label` to `transactions` with migrations.
- Implemented rake tasks to backfill and clear investment activity labels.
- Updated `PlaidAccount::Investments::TransactionsProcessor` to map Plaid transaction types to labels.
- Included comprehensive test coverage for new functionality.

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

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admin

feat: comprehensive SSO/OIDC upgrade with enterprise features

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

api/v1

feat: implement mobile AI chat feature and fix duplicate response issue (#610)

2026-01-11 12:45:33 +01:00

category

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concerns

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

import

Handle missing category import headers and accept name* (#487)

2025-12-22 20:41:37 +01:00

settings

Merge pull request #538 from luckyPipewrench/sso-upgrades

2026-01-12 15:38:59 +01:00

tag

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transactions

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accountable_sparklines_controller.rb

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accounts_controller.rb

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

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

application_controller.rb

feat: comprehensive SSO/OIDC upgrade with enterprise features

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

budget_categories_controller.rb

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budgets_controller.rb

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categories_controller.rb

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chats_controller.rb

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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

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credit_cards_controller.rb

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cryptos_controller.rb

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currencies_controller.rb

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current_sessions_controller.rb

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depositories_controller.rb

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email_confirmations_controller.rb

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enable_banking_items_controller.rb

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

family_exports_controller.rb

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family_merchants_controller.rb

Provider investment fixes (#600)

2026-01-10 15:43:07 +01:00

holdings_controller.rb

Add cost basis source tracking with manual override and lock protection (#623)

2026-01-12 14:05:46 +01:00

impersonation_sessions_controller.rb

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imports_controller.rb

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

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

investments_controller.rb

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invitations_controller.rb

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invite_codes_controller.rb

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loans_controller.rb

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lookbooks_controller.rb

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lunchflow_items_controller.rb

Fix linked account balance currency mismatch (#566)

2026-01-08 18:23:34 +01:00

messages_controller.rb

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mfa_controller.rb

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oidc_accounts_controller.rb

Merge remote-tracking branch 'upstream/main' into sso-upgrades

2026-01-10 11:57:23 -05:00

onboardings_controller.rb

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other_assets_controller.rb

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other_liabilities_controller.rb

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pages_controller.rb

Support uncategorized investments (#593)

2026-01-09 19:45:42 +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

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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

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reports_controller.rb

Add investment activity detection, labels, and exclusions

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

rules_controller.rb

Implement Run all rules (#582)

2026-01-08 15:20:14 +01:00

securities_controller.rb

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sessions_controller.rb

Added fallback to use the first identity when session login provider is unavailable.

2026-01-03 23:24:56 -05:00

simplefin_items_controller.rb

Add stale SimpleFin account detection and improve unlink cleanup (#574)

2026-01-08 15:38:13 +01:00

subscriptions_controller.rb

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tags_controller.rb

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trades_controller.rb

Add investment tracking to expenses (#381)

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

transaction_categories_controller.rb

Transactions & Activities pages improvements (#452)

2025-12-24 01:57:16 +01:00

transactions_controller.rb

Add investment activity detection, labels, and exclusions

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

transfer_matches_controller.rb

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transfers_controller.rb

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users_controller.rb

Confirmation Emails: Add way to resend (#287)

2025-11-04 23:11:26 +01:00

valuations_controller.rb

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vehicles_controller.rb

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webhooks_controller.rb

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