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

..

account_sharings

Providers sharing (#1273)

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

accountable_sparklines

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

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

accounts

Fix NoMethodError on nil accountable for logo color (#1334)

2026-04-01 20:19:56 +02:00

admin

Linter

2026-03-22 10:48:54 +01:00

api/v1

Make categories global (#1160)

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

assistant_messages

Light / dark assistant icon

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

binance_items

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

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

budget_categories

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

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

budgets

Merge main: resolve grid layout conflicts, add missing privacy-sensitive coverage

2026-03-22 10:46:52 +01:00

categories

fix: add hex color validation to Category model and form (to solve #1247) (#1341)

2026-04-01 20:27:29 +02:00

category

Fix opacity for excluded transactions and implement keyboard navigation (#1332)

2026-04-04 13:29:43 +02:00

chats

Add dynamic assistant icon: OpenClaw lobster SVG for external assistant (#1122)

2026-03-04 18:43:22 +01:00

coinbase_items

Providers sharing (#1273)

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

coinstats_items

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

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

credit_cards

Provider optimisation (#375)

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

cryptos

Fixed crypto and loan add menus (#1306)

2026-04-07 11:39:18 +02:00

demo_family_refresh_mailer

Add scheduled DemoFamilyRefreshJob to rebuild demo data daily (#1217)

2026-03-17 19:41:26 +01:00

depositories

Provider optimisation (#375)

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

doorkeeper

Replace text-tertiary with text-subdued in views (#999)

2026-02-15 23:33:41 +01:00

email_confirmation_mailer

Fix EU plaid flow (#1761)

2025-01-31 17:04:26 -05:00

enable_banking_items

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

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

entries

fix(accounts): add duplicate action to activity view (#1418)

2026-04-10 23:06:32 +02:00

family_exports

fix: keep nav bar sticky at top (#943)

2026-02-10 23:37:42 +01:00

family_merchants

Provider merchants enhancement (#1254)

2026-03-23 12:34:43 +01:00

holdings

Add binance security provider for crypto (#1424)

2026-04-10 15:43:22 +02:00

impersonation_sessions

More rebranding changes (#159)

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

import

Expand financial providers (#1407)

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

imports

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

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

indexa_capital_items

Providers sharing (#1273)

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

investment_activity

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

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

investments

Fix Investment account subtype not saving on creation (#1039)

2026-02-23 17:47:49 -05:00

invitation_mailer

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

invitations

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

invite_codes

Add ability to delete invite codes (#153)

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

layouts

Merge main: resolve grid layout conflicts, add missing privacy-sensitive coverage

2026-03-22 10:46:52 +01:00

loans

Fixed crypto and loan add menus (#1306)

2026-04-07 11:39:18 +02:00

lunchflow_items

Providers sharing (#1273)

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

mercury_items

Providers sharing (#1273)

2026-03-25 17:47:04 +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

Make categories global (#1160)

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

onboardings

Make categories global (#1160)

2026-03-11 15:54:01 +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

Fix balance sheet dashboard section on iPhone (#1318)

2026-04-07 20:53:04 +02:00

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

Use DB for auth sessions (#1233)

2024-10-03 14:42:22 -04:00

pdf_import_mailer

feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)

2026-01-30 20:44:25 +01:00

pending_duplicate_merges

Linter

2026-03-22 10:48:54 +01:00

plaid_items

Providers sharing (#1273)

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

properties

Make categories global (#1160)

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

pwa

fix: Update PWA icons to use current logo (#1052)

2026-02-23 17:05:46 -05:00

recurring_transactions

fix(ui): move repeat icon to the center (#1365)

2026-04-04 02:27:23 +02:00

registrations

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

reports

Add binance security provider for crypto (#1424)

2026-04-10 15:43:22 +02:00

rule

fix: Fix layout UI issues for rule creation (#852)

2026-01-31 18:22:54 +01:00

rules

fix: Handle empty compound conditions on rules index (#965)

2026-02-13 19:53:24 +01:00

securities

Expand financial providers (#1407)

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

sessions

Add Google Sign-In (SSO) support to Flutter mobile app (#860)

2026-02-06 00:45:11 +01:00

settings

Add binance security provider for crypto (#1424)

2026-04-10 15:43:22 +02:00

shared

Expand financial providers (#1407)

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

simplefin_items

Providers sharing (#1273)

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

snaptrade_items

Providers sharing (#1273)

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

splits

FIX (#1315)

2026-03-29 17:28:07 +02:00

subscriptions

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

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

tag/deletions

Component namespacing (#2463)

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

tags

feat: New tag creation UI (#1014)

2026-02-19 19:55:10 +01:00

trades

fix(accounts): add duplicate action to activity view (#1418)

2026-04-10 23:06:32 +02:00

transaction_attachments

Family sharing (#1272)

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

transactions

fix(accounts): add duplicate action to activity view (#1418)

2026-04-10 23:06:32 +02:00

transfer_matches

Component namespacing (#2463)

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

transfers

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

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

user_messages

Implement dark mode (#2078)

2025-04-11 09:28:00 -05:00

users

Fix: target="_blank" to contact button (#1359)

2026-04-03 12:36:35 +02:00

valuations

fix(accounts): add duplicate action to activity view (#1418)

2026-04-10 23:06:32 +02:00

vehicles

Component namespacing (#2463)

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