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

..

accountable_sparklines

Balance sheet cache layer, non-blocking sync UI (#2356)

2025-06-10 18:20:06 -04:00

accounts

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

admin

refactor: improve SSO provider management and logging

2026-01-03 21:13:24 -05:00

api/v1

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

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

assistant_messages

Light / dark assistant icon

2025-05-02 11:36:32 -04:00

budget_categories

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

budgets

Fix budgets page UI (#427)

2025-12-09 21:02:23 +01:00

categories

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

category

Transactions & Activities pages improvements (#452)

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

chats

Demo warning in /chat UI (#466)

2025-12-19 16:30:21 +01:00

coinstats_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

credit_cards

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

cryptos

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

depositories

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

developer_messages

…

doorkeeper

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

email_confirmation_mailer

…

enable_banking_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

entries

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

family_exports

copilot suggestion

2026-01-05 02:13:12 +01:00

family_merchants

Merchants improvements (#594)

2026-01-09 19:38:04 +01:00

holdings

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

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

impersonation_sessions

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

import

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

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

imports

CSV drag&drop styling fixes (#604)

2026-01-10 22:02:28 +01:00

investments

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

invitation_mailer

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

invitations

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

invite_codes

Add ability to delete invite codes (#153)

2025-09-22 09:29:23 +02:00

layouts

Reports print functionality (#622)

2026-01-12 14:40:30 +01:00

loans

Provider optimisation (#375)

2025-11-24 19:52:34 +01:00

lunchflow_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

messages

Implement support for generic OpenAI api (#213)

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

mfa

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

oidc_accounts

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

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

onboardings

Expand budgeting icon options (#341)

2025-12-12 16:05:53 +01:00

other_assets

Add UI clarity for non-cash account balance tracking (#336)

2025-11-17 18:20:39 +01:00

other_liabilities

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

pages

Support uncategorized investments (#593)

2026-01-09 19:45:42 +01:00

password_mailer

Make branding configurable (#173)

2025-10-22 19:14:03 +02:00

password_resets

Password reset back button also after confirmation

2025-10-07 19:35:57 +02:00

passwords

…

plaid_items

Add global sync summary component for all providers (#588)

2026-01-09 19:26:37 +01:00

properties

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

pwa

PWA offline error page + login page cleanup (#327)

2025-11-16 21:12:48 +01:00

recurring_transactions

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

registrations

added german translation (de) (#208)

2025-11-14 13:38:16 +01:00

reports

Reports print functionality (#622)

2026-01-12 14:40:30 +01:00

rule

Fix action value rendering for text-type executors in rule form (#527)

2025-12-31 10:46:26 +01:00

rules

Implement Run all rules (#582)

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

securities

feat: Add Twelve Data provider for exchange rates and securities (#2)

2025-07-31 23:31:37 +02:00

sessions

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

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

settings

Merge pull request #538 from luckyPipewrench/sso-upgrades

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

shared

Implement holdings for lunch flow (#590)

2026-01-09 13:14:14 +01:00

simplefin_items

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

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

subscriptions

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

tag/deletions

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

tags

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

trades

Add investment tracking to expenses (#381)

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

transactions

Add investment activity detection, labels, and exclusions

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

transfer_matches

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

transfers

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

user_messages

…

users

More rebranding changes (#159)

2025-09-24 00:19:51 +02:00

valuations

Transactions & Activities pages improvements (#452)

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

vehicles

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00