Louis e96fb0c23f feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406) ...

* feat(enable-banking): enhance transaction import, metadata handling, and UI

* fix(enable-banking): address security, sync edge cases and PR feedback

* fix(enable-banking): resolve silent failures, auth overrides, and sync logic bugs

* fix(enable-banking): resolve sync logic bugs, trailing whitespaces, and apply safe_psu_headers

* test(enable-banking): mock set_current_balance to return success result

* fix(budget): properly filter pending transactions and classify synced loan payments

* style: fix trailing whitespace detected by rubocop

* refactor: address code review feedback for Enable Banking sync and reporting

---------

Signed-off-by: Louis <contact@boul2gom.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

2026-04-10 23:19:48 +02:00

..

admin

Administer invitations in /admin/users (#1185)

2026-03-14 11:32:33 +01:00

api/v1

fix: instantiate RuleImport before generating rows (#1354)

2026-04-03 01:33:11 +02:00

category

…

concerns

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

import

QIF imports: Add date format auto-detection and manual override (#1368)

2026-04-05 09:27:24 +02:00

settings

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

tag

…

transactions

Quick Categorize Wizard — follow-up fixes (#1393)

2026-04-07 13:17:37 +02:00

account_sharings_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

accountable_sparklines_controller.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

accounts_controller.rb

refactor(accounts): Improve destroy_later atomicity and add controller error handling (#1395)

2026-04-07 15:53:25 +02:00

application_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

archived_exports_controller.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

binance_items_controller.rb

Add Binance support, heavily inspired by the Coinbase one (#1317)

2026-04-07 14:43:17 +02:00

budget_categories_controller.rb

Make parent budgets auto-aggregate from subcategory edits (#1312)

2026-04-07 16:41:45 +02:00

budgets_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

categories_controller.rb

Make categories global (#1160)

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

chats_controller.rb

…

coinbase_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

coinstats_items_controller.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

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

…

cryptos_controller.rb

Fix crypto subtype for trades api (#1022)

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

currencies_controller.rb

…

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

…

email_confirmations_controller.rb

…

enable_banking_items_controller.rb

feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)

2026-04-10 23:19:48 +02:00

exchange_rates_controller.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

family_exports_controller.rb

Fix export polling missing template error (#796) (#721)

2026-02-25 17:09:51 -05:00

family_merchants_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

holdings_controller.rb

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

impersonation_sessions_controller.rb

…

imports_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

indexa_capital_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +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

…

lookbooks_controller.rb

…

lunchflow_items_controller.rb

Missing translation fallback for account subtypes (#1325)

2026-03-31 17:22:49 +02:00

mcp_controller.rb

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

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

mercury_items_controller.rb

Missing translation fallback for account subtypes (#1325)

2026-03-31 17:22:49 +02:00

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

…

other_assets_controller.rb

…

other_liabilities_controller.rb

…

pages_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +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

…

pending_duplicate_merges_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

plaid_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

properties_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

recurring_transactions_controller.rb

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +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

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

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

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

snaptrade_items_controller.rb

Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling (#1356)

2026-04-07 11:55:58 +02:00

splits_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

subscriptions_controller.rb

Hide contribution payments from demo user(s) (#738)

2026-01-23 12:35:49 +01:00

tags_controller.rb

…

trades_controller.rb

Record dividends and interest as Trades in investment accounts (#1311)

2026-03-29 10:08:54 +02:00

transaction_attachments_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

transaction_categories_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

transactions_controller.rb

Expand financial providers (#1407)

2026-04-09 18:33:59 +02:00

transfer_matches_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

transfers_controller.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

users_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

valuations_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

vehicles_controller.rb

…

webhooks_controller.rb

Plaid webhook processor

2025-05-24 18:33:59 -04:00