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sure/app/models
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Juan José Mata 705b5a8b26 First cut of a simplified "intro" UI layout (#265) 
* First cut of a simplified "intro" UI layout

* Linter

* Add guest role and intro-only access

* Fix guest role UI defaults (#940)

Use enum predicate to avoid missing role helper.

* Remove legacy user role mapping (#941)

Drop the unused user role references in role normalization
and SSO role mapping forms to avoid implying a role that
never existed.

Refs: #0

* Remove role normalization (#942)

Remove role normalization

Roles are now stored directly without legacy mappings.

* Revert role mapping logic

* Remove `normalize_role_settings`

* Remove unnecessary migration

* Make `member` the default

* Broken `.erb`

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-09 11:09:25 +01:00
..
account
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
assistant
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
balance
Fix linked account balance currency mismatch (#566)
2026-01-08 18:23:34 +01:00
balance_sheet
Localization for an accountable group and sidebar (#257)
2025-11-01 10:15:33 +01:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
coinbase_account
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinbase_item
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
coinstats_account
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_entry
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
coinstats_item
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
concerns
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
demo
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
enable_banking_account
fix: Properly compute credit card balance for Enable Banking accounts (#663)
2026-01-18 15:11:34 +01:00
enable_banking_entry
Initial enable banking implementation (#382)
2025-11-29 13:31:08 +01:00
enable_banking_item
fix: Properly compute credit card balance for Enable Banking accounts (#663)
2026-01-18 15:11:34 +01:00
eval
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
exchange_rate
Rate exchange fix (#377)
2025-11-24 17:54:18 +01:00
family
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
holding
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
import
Enhanced Import Amount Type Selection (#506)
2026-01-23 22:12:02 +01:00
income_statement
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
indexa_capital_account
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
investment_statement
Add investment tracking to expenses (#381)
2026-01-09 13:03:40 +01:00
lunchflow_account
Remove InvestmentActivityDetector and related functionality
2026-01-12 15:35:14 -05:00
lunchflow_entry
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
lunchflow_item
feat: process pending transactions from lunchflow (#731)
2026-01-23 00:53:24 +01:00
merchant
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
mercury_account
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_entry
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
mercury_item
Mercury integration (#723)
2026-01-22 20:37:07 +01:00
plaid_account
Auto-categorize investment contributions across all transfer paths (#924)
2026-02-07 16:41:31 +01:00
plaid_entry
Add pending transaction handling and duplicate reconciliation logic (#602)
2026-01-10 20:11:00 +01:00
plaid_item
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
provider
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
recurring_transaction
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rule
Auto-categorize investment contributions across all transfer paths (#924)
2026-02-07 16:41:31 +01:00
security
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
simplefin
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
2026-01-05 22:11:47 +01:00
simplefin_account
Move money market tickers and patterns to configuration (#712)
2026-01-20 07:44:12 +01:00
simplefin_entry
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
simplefin_item
Exclude tax-advantaged account activity from budget & add provider data quality warnings (#724)
2026-01-22 22:23:09 +01:00
snaptrade_account
Fix locale mismatch and add option activity type mappings (#743)
2026-01-23 00:28:17 +01:00
snaptrade_item
Add SnapTrade connection management UI for freeing up connection slots (#747)
2026-01-23 08:55:34 +01:00
tool_call
Implement support for generic OpenAI api (#213)
2025-10-22 16:02:50 +02:00
trade
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
transaction
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
transfer
Centralize investment_contributions_category logic and update references for streamlined handling.
2026-01-20 17:51:36 -05:00
valuation
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
account_import.rb
feat: Support optional balance date column in account CSV imports (#736)
2026-01-22 15:25:43 +01:00
account_order.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
account_provider.rb
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
2026-01-07 15:59:04 +01:00
account.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
api_key.rb
Protect demo API key from deletion (#919)
2026-02-06 21:25:52 +01:00
application_record.rb
…
assistant_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
assistant.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
auth_config.rb
Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)
2025-12-24 00:15:53 +01:00
balance_sheet.rb
Add customizable menu order for user accounts (#44)
2025-08-11 22:58:44 +02:00
balance.rb
Use new balance components in activity feed (#2511)
2025-07-23 18:15:14 -04:00
budget_category.rb
Allow subcategories to inherit parent budget without individual limits (#579)
2026-01-21 22:10:15 +01:00
budget.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
category_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
category.rb
Add tests for uncategorized transaction filter across locales (#862)
2026-02-01 18:59:12 +01:00
chat.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
coinbase_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
coinbase_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
coinstats_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
coinstats_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
credit_card.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
Add Coinbase exchange integration with CDP API support (#704)
2026-01-21 22:56:39 +01:00
current.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
data_enrichment.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
developer_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
enable_banking_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
enable_banking_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
entry_search.rb
fix: Lunchflow pending transaction duplicates, missing from search and filter (#859)
2026-02-01 23:48:54 +01:00
entry.rb
fix: Preserve tags on bulk edits (take 3) (#889)
2026-02-06 14:11:46 +01:00
entryable.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_export.rb
More rebranding changes (#159)
2025-09-24 00:19:51 +02:00
family_merchant_association.rb
Merchants improvements (#594)
2026-01-09 19:38:04 +01:00
family_merchant.rb
Implement a setting to retrieve high res logos (#725)
2026-01-21 17:16:51 +01:00
family.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
holding.rb
fix: allow refreshes from the same source for cost basis updates (#917)
2026-02-06 18:30:50 +01:00
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) (#808)
2026-01-30 20:44:25 +01:00
income_statement.rb
Fix struct compatibility error in IncomeStatement::Totals (#603)
2026-01-10 20:26:08 +01:00
indexa_capital_account.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
indexa_capital_item.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
investment_flow_statement.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
investment_statement.rb
Improve handling of cost_basis during holding materialization and display (#619)
2026-01-11 23:58:51 +01:00
investment.rb
Add gains by tax treatment to investment report with grouped subtype dropdown (#701)
2026-01-19 15:44:49 +01:00
invitation.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
invite_code.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
llm_usage.rb
Track failed LLM API calls in llm_usages table (#360)
2025-11-22 02:15:20 +01:00
loan.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
lunchflow_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
lunchflow_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
market_data_importer.rb
Fetch reciprocal exchange rates when syncing market data (#358)
2025-11-20 19:50:22 +01:00
measurement.rb
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
merchant.rb
Recurring transactions (#271)
2025-11-01 09:12:42 +01:00
mercury_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
mercury_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
mint_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
mobile_device.rb
Fix mobile login "Record not found" for unseeded instances (#916)
2026-02-06 18:04:29 +01:00
oidc_identity.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
pdf_import.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
period.rb
feat: Customizable Budget Month Start Day (#810)
2026-02-04 23:58:09 +01:00
plaid_account.rb
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)
2026-01-24 11:16:26 +01:00
plaid_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
property.rb
Multi-step account forms + clearer balance editing (#2427)
2025-07-03 09:33:07 -04:00
provider_merchant.rb
Implement Indexa Capital provider with real API integration (#933)
2026-02-08 18:19:37 +01:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
recurring_transaction.rb
Recurring fixes (#454)
2025-12-17 16:03:05 +01:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule_import.rb
Feat: /import endpoint & drag-n-drop imports (#501)
2026-01-10 16:39:18 +01:00
rule_run.rb
Add Recent Runs visibility for rule executions (#376)
2025-12-07 16:30:02 +01:00
rule.rb
Implement Run all rules (#582)
2026-01-08 15:20:14 +01:00
security.rb
Add warning for TwelveData plan-restricted tickers (#803)
2026-01-27 15:45:50 +01:00
series.rb
- Handle blank series in trend method to avoid nil errors (#357)
2025-11-20 08:31:03 +01:00
session.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
setting.rb
Add AI cache clearing infrastructure
2026-01-26 09:46:20 +01:00
simplefin_account.rb
Initial security fixes (#461)
2026-01-23 22:05:28 +01:00
simplefin_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
snaptrade_account.rb
Add encryption support to provider account models (#815)
2026-02-04 23:40:01 +01:00
snaptrade_item.rb
Use dependent: :purge_later for ActiveRecord attachments (#882)
2026-02-03 15:45:25 +01:00
sso_audit_log.rb
feat: comprehensive SSO/OIDC upgrade with enterprise features
2026-01-03 17:56:42 -05:00
sso_provider_tester.rb
feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… (#894)
2026-02-06 18:04:03 +01:00
sso_provider.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
subscription.rb
fix: Show cancellation message when subscription is pending cancellation (#752)
2026-01-23 18:55:51 +01:00
sync.rb
Improvements (#379)
2025-11-25 20:21:29 +01:00
tag.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tagging.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_import.rb
Improve investment activity labels UX and add convert-to-trade feature (#649)
2026-01-16 21:04:10 +01:00
trade.rb
feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)
2026-01-20 00:01:55 +01:00
transaction_import.rb
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
2026-01-16 12:34:06 +01:00
transaction.rb
Refactor clear_ai_cache to use family_scope pattern
2026-01-26 10:17:28 +01:00
transfer.rb
Add investment activity detection, labels, and exclusions
2026-01-12 15:35:14 -05:00
trend.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
user.rb
First cut of a simplified "intro" UI layout (#265)
2026-02-09 11:09:25 +01:00
valuation.rb
Start and end balance anchors for historical account balances (#2455)
2025-07-15 11:42:41 -04:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00