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

Add throttling and cross-rate for twelve data (#1396)

2026-04-07 20:46:05 +02:00

assistant

Add external AI assistant with Pipelock security proxy (#1069)

2026-03-03 15:47:51 +01:00

balance

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

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

binance_account

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

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

binance_item

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

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

coinstats_account

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

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

coinstats_entry

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

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

coinstats_item

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

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

concerns

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

enable_banking_account

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

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

enable_banking_entry

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

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

enable_banking_item

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

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

eval

feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)

2026-02-06 18:04:03 +01:00

exchange_rate

Add throttling and cross-rate for twelve data (#1396)

2026-04-07 20:46:05 +02:00

family

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

holding

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

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

indexa_capital_account

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

lunchflow_account/investments

…

lunchflow_entry

fix: add logic to skip future pending transactions and add cleanup ta… (#1011)

2026-02-19 18:58:01 +01:00

lunchflow_item

feat: process pending transactions from lunchflow (#731)

2026-01-23 00:53:24 +01:00

plaid_account

Make categories global (#1160)

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

plaid_entry

…

plaid_item

…

provider

Move back to brandfetch (#1427)

2026-04-10 17:42:16 +02:00

provider_merchant

Provider merchants enhancement (#1254)

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

recurring_transaction

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

rule

fix: Transfers were not syncing between accounts (#987)

2026-02-16 13:50:06 +01:00

security

Move back to brandfetch (#1427)

2026-04-10 17:42:16 +02:00

simplefin

…

simplefin_account

…

simplefin_entry

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

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

simplefin_item

…

snaptrade_account

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

transaction

Add Quick Categorize Wizard (#1386)

2026-04-07 11:24:50 +02:00

transfer

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

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

valuation

…

vector_store

feat(vector-store): Implement pgvector adapter for self-hosted RAG (#1211)

2026-03-20 17:01:31 +01:00

account_import_test.rb

feat: Support optional balance date column in account CSV imports (#736)

2026-01-22 15:25:43 +01:00

account_provider_test.rb

…

account_share_test.rb

Family sharing (#1272)

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

account_simplefin_creation_test.rb

…

account_test.rb

Providers sharing (#1273)

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

address_test.rb

…

api_key_test.rb

Protect demo API key from deletion (#919)

2026-02-06 21:25:52 +01:00

archived_export_test.rb

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

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

assistant_message_test.rb

…

assistant_test.rb

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

2026-03-10 13:38:42 +01:00

balance_sheet_test.rb

…

binance_account_test.rb

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

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

binance_item_test.rb

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

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

budget_category_test.rb

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

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

budget_test.rb

Merge pull request #925 from grrtt49/feature/future-budget

2026-04-08 08:35:47 +02:00

category_import_test.rb

Make categories global (#1160)

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

category_test.rb

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

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

chat_test.rb

…

coinbase_account_test.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinbase_item_test.rb

Add Coinbase exchange integration with CDP API support (#704)

2026-01-21 22:56:39 +01:00

coinstats_account_test.rb

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

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

coinstats_item_test.rb

…

crypto_test.rb

Fix crypto subtype for trades api (#1022)

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

current_test.rb

…

enable_banking_account_test.rb

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

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

entry_split_test.rb

Initial split transaction support (#1230)

2026-03-20 21:19:30 +01:00

exchange_rate_test.rb

Fix foreign currency accounts using wrong exchange rate in balance sheet totals (#1010)

2026-02-19 18:07:47 +01:00

family_document_test.rb

Add Family vector search function call / support for document vault (#961)

2026-02-11 15:22:56 +01:00

family_export_test.rb

…

family_test.rb

Make categories global (#1160)

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

holding_test.rb

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

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

impersonation_session_test.rb

…

import_encoding_test.rb

…

income_statement_test.rb

Providers sharing (#1273)

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

indexa_capital_account_test.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

indexa_capital_item_test.rb

Implement Indexa Capital provider with real API integration (#933)

2026-02-08 18:19:37 +01:00

investment_test.rb

Add tax treatment classification for investment accounts with international support (#693)

2026-01-18 17:29:02 +01:00

invitation_test.rb

Enforce one pending invitation per email across all families (#1173)

2026-03-10 13:44:53 +01:00

invite_code_test.rb

…

loan_test.rb

…

market_data_importer_test.rb

Add throttling and cross-rate for twelve data (#1396)

2026-04-07 20:46:05 +02:00

mercury_account_test.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

mercury_item_test.rb

Mercury integration (#723)

2026-01-22 20:37:07 +01:00

mobile_device_test.rb

Fix mobile login "Record not found" for unseeded instances (#916)

2026-02-06 18:04:29 +01:00

oidc_identity_test.rb

…

pdf_import_test.rb

Use dependent: :purge_later for ActiveRecord attachments (#882)

2026-02-03 15:45:25 +01:00

period_test.rb

…

plaid_account_test.rb

feat: scope Mercury account uniqueness to mercury_item (#1032)

2026-03-19 15:17:55 +01:00

plaid_item_test.rb

…

provider_test.rb

…

qif_import_test.rb

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

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

recurring_transaction_test.rb

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

rule_import_test.rb

fix: preserve wrapped rule import json values (#1358)

2026-04-03 12:38:37 +02:00

rule_test.rb

Add "Transaction account" as rule condition filter (#1186)

2026-03-13 07:59:45 +01:00

security_test.rb

Move back to brandfetch (#1427)

2026-04-10 17:42:16 +02:00

setting_test.rb

…

simplefin_account_processor_test.rb

Respect manually selected account type in SimpleFIN liability logic (#1214)

2026-03-17 18:22:07 +01:00

simplefin_account_test.rb

…

simplefin_item_dedupe_test.rb

…

simplefin_item_test.rb

…

snaptrade_account_processor_test.rb

Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)

2026-01-23 00:27:00 +01:00

snaptrade_account_test.rb

FIX schema drift and snaptrade and mercury issues (#1232)

2026-03-20 14:52:09 +01:00

snaptrade_data_helpers_test.rb

Add comprehensive tests for SnaptradeAccount processors and data helpers. (#742)

2026-01-23 00:27:00 +01:00

snaptrade_item_test.rb

Add SnapTrade brokerage integration with full trade history support (#737)

2026-01-22 20:52:49 +01:00

sso_provider_test.rb

Normalize legacy SSO icon values before validation (#955)

2026-02-10 23:14:58 +01:00

subscription_test.rb

…

sure_import_test.rb

Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)

2026-03-23 14:27:41 +01:00

sync_test.rb

…

tag_test.rb

…

trade_import_test.rb

Improve investment activity labels UX and add convert-to-trade feature (#649)

2026-01-16 21:04:10 +01:00

trade_test.rb

Add transaction fee support to trades (#1248)

2026-03-28 19:03:16 +01:00

transaction_attachment_validation_test.rb

feat(transaction): add support for file attachments using Active Storage (#713)

2026-03-14 23:56:27 +01:00

transaction_import_test.rb

Enhanced Import Amount Type Selection (#506)

2026-01-23 22:12:02 +01:00

transaction_test.rb

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

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

transfer_test.rb

…

trend_test.rb

…

user_message_test.rb

…

user_test.rb

Feat: Add default user account and consolidate account actions in menu (#1130)

2026-03-15 21:26:26 +01:00