Juan José Mata 157daf5176 Consolidate repository instructions after auditing their history (#3409) ...

* Document instruction inventory and preservation decisions

Trace main history from September 2025 through September 2026, including earlier policy origins. Record preserved requirements, detailed-guide destinations, stale facts, harness boundaries and explicit policy-strength decisions before consolidating instruction sources.

* Consolidate repository instructions into shared guidance

Keep AGENTS concise and vendor neutral, move detailed conventions into shared guides, and use thin adapters with preserved Cursor scopes. Preserve the strict pre-PR checks globally and document the stronger scope, retired migration pin and rule-generation trigger. Update existing API guidance verification without changing application behavior.

* Narrow the always-on Cursor UI adapter and correct the SimpleFIN comment

Split the design-system guidance out of docs/llm-guides/ui.md into
docs/llm-guides/design-system.md. The ui-ux-design-guidelines rule is
alwaysApply: true, so importing all of ui.md loaded the Stimulus,
localization and ViewComponent guidance (previously confined to scoped
rules) on every Cursor session; the always-on adapter now imports only the
design-system guide, matching the scope it had before the consolidation.
view_conventions and stimulus_conventions keep the full UI guide.

Also correct the stale Provider::Simplefin header comment: pending
inclusion defaults on and is resolved by the importer (explicit argument,
then SIMPLEFIN_INCLUDE_PENDING, then Setting.syncs_include_pending); the
previous comment described the flag as default-off.

* Read guidance files as UTF-8 in the API consistency validators

The frontmatter regex match ran against content read with the locale
default external encoding; the Cursor rule's description contains an em
dash, so under US-ASCII (LC_ALL=C) Regexp#match raised ArgumentError,
breaking the standalone no-Rails fallback the docs point contributors to.
Read all checked files with an explicit UTF-8 encoding in both the
standalone script and the Rails test.

2026-09-06 07:14:43 +02:00

..

account

feat(accounts): group split transactions in account activity feed (#3359)

2026-09-03 22:20:25 +02:00

account_statement

Reconcile PDF statement imports against transactions that already exist (#3105)

2026-08-22 03:14:03 +02:00

ai_health

Surface probe timeout separately from LLM request timeout on System Health (#3276)

2026-09-01 01:48:05 +02:00

akahu_account

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

akahu_item

fix(akahu): pull full history on initial Akahu sync (#2779)

2026-07-25 20:11:25 +02:00

assistant

feat(bills): assistant and MCP tools for bills (#3203)

2026-09-02 07:06:13 +02:00

balance

Exclude pending transactions from balances (#2897)

2026-08-24 23:32:45 +02:00

balance_sheet

perf: memoize Family#balance_sheet and sync status lookups per request (#2553)

2026-08-22 08:25:02 +02:00

binance_account

fix(binance): let go of an asset the wallet no longer holds (#3234)

2026-08-28 08:14:42 +02:00

binance_item

fix(binance): let go of an asset the wallet no longer holds (#3234)

2026-08-28 08:14:42 +02:00

brex_account

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

brex_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

brex_item

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

budget

feat(budgets): carry a category's unspent budget into the next month (#3143)

2026-08-26 06:29:15 +02:00

category

feat(settings): add reviewed category merge flow (#1754)

2026-05-30 00:12:54 +02:00

chat

…

coinbase_account

fix(coinbase): qualify HoldingsProcessor constant reference (#2702)

2026-07-17 06:35:57 +02:00

coinbase_item

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

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

coinstats_account

Add DeFi via Coinstats (#1417)

2026-04-11 21:37:07 +02:00

coinstats_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

coinstats_item

fix(i18n): localize empty CoinStats wallet result (#3355)

2026-09-02 23:09:37 -07:00

concerns

Support QIF split transactions and account metadata (#3348)

2026-09-04 05:09:36 +02:00

demo

fix(demo): stop the goal-seeding matrix crashing rake demo_data:default (#3314)

2026-09-01 22:32:44 +02:00

enable_banking_account

fix(enable-banking): use real merchant instead of POS terminal line for name (#2968)

2026-08-22 23:52:35 +02:00

enable_banking_entry

fix(enable-banking): use real merchant instead of POS terminal line for name (#2968)

2026-08-22 23:52:35 +02:00

enable_banking_item

fix: tolerate Trade Republic Enable Banking pagination/PDNG errors (#392) (#2828)

2026-08-01 08:27:59 +02:00

eval

feat(ai): analytical tool-set upgrade for the builtin assistant (#3064)

2026-08-21 21:58:47 +02:00

exchange_rate

Fix(exchange_rate): Handle RecordInvalid in find_or_fetch_rate race condition (#2734)

2026-07-30 03:05:14 +02:00

family

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

goal

feat(goals): surface money that left a goal's accounts unexplained (#3177)

2026-08-26 21:15:31 +02:00

goal_pledge

test(goals): pledge-delta integration coverage (follow-up to #2178) (#2206)

2026-06-08 21:45:35 +02:00

holding

fix(holdings): a transfer must not set a cost basis (#3154)

2026-08-28 07:53:33 +02:00

ibkr_account

feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows (#1970)

2026-05-26 22:48:23 +02:00

ibkr_item

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

import

Support QIF split transactions and account metadata (#3348)

2026-09-04 05:09:36 +02:00

income_statement

refactor(income-statement): share scoping SQL across all four query classes (#3408)

2026-09-06 03:29:23 +02:00

indexa_capital_account

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

indexa_capital_item

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

insight

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

investment_statement

perf(dashboard): streamline investment activity totals (#2257)

2026-06-18 20:18:18 +02:00

kraken_account

feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)

2026-06-30 07:35:14 +02:00

kraken_item

feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API (#2451)

2026-06-30 07:35:14 +02:00

lunchflow_account

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +02:00

lunchflow_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

lunchflow_item

fix(lunchflow): keep balances current during rate limits (#3129)

2026-08-26 07:55:25 +02:00

merchant

fix(merchants): preserve manual merchant edits across provider sync (#1981)

2026-05-30 23:27:18 +02:00

mercury_account

Mercury integration (#723)

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

mercury_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

mercury_item

feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)

2026-06-30 07:37:14 +02:00

oidc

fix(sso): request OIDC group claims (#2503)

2026-07-04 08:24:31 +02:00

onchain

Track self-custody wallets natively: Bitcoin, EVM and Solana (#3081)

2026-08-22 21:27:38 +02:00

onchain_wallet_account

fix(i18n): localize onchain wallet movement names (#3388)

2026-09-05 06:25:17 +02:00

onchain_wallet_item

fix(onchain): a deleted account leaves no wallet row behind (#3182)

2026-08-26 08:22:17 +02:00

plaid_account

Providers sharing (#1273)

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

plaid_entry

Add per-account toggle to disable automatic transaction categorization (#2636)

2026-07-17 07:22:50 +02:00

plaid_item

Clear Plaid reconnect status after successful import (#3319)

2026-09-02 03:20:23 +02:00

property

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

provenance

Tooling for the wealth + tax agent harness (#2848)

2026-08-04 23:33:01 +02:00

provider

Consolidate repository instructions after auditing their history (#3409)

2026-09-06 07:14:43 +02:00

provider_merchant

feat(ai): honor Setting.llm_provider for batch and PDF flows (#2265)

2026-06-09 23:02:26 +02:00

questrade_account

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

questrade_item

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

recurring_transaction

feat(bills): assistant and MCP tools for bills (#3203)

2026-09-02 07:06:13 +02:00

redbark_account

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

redbark_item

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

rule

feat(rules): add not-equal, does-not-contain, and is-not-empty condition operators (#2529)

2026-09-02 03:12:27 +02:00

security

fix(security): prevent Security::Price uniqueness validation error (#3120)

2026-08-27 21:58:34 +02:00

simplefin

Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)

2026-01-05 22:11:47 +01:00

simplefin_account

fix: add Schwab to SimpleFIN total-basis cost_basis allowlist (#2986)

2026-08-10 07:20:55 +02:00

simplefin_entry

Don’t re-create pending SimpleFIN transactions when pending sync is disabled (#2835)

2026-07-30 01:13:02 +02:00

simplefin_item

Fix SimpleFIN balances-only liability signs (#3187)

2026-08-27 00:02:44 +02:00

snaptrade_account

Fix SnapTrade holdings by using the /positions/all endpoint (#3043)

2026-08-17 06:00:43 +02:00

snaptrade_item

feat(snaptrade): add device-flow OAuth alongside the browser redirect (#3126)

2026-08-25 04:28:25 +02:00

sophtron_account

Add Sophtron Provider (#596)

2026-04-19 11:16:04 +02:00

sophtron_entry

Fix transactions posting a day early when booked around midnight. (#2744)

2026-07-30 02:29:13 +02:00

sophtron_item

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sure_import

fix(import): tolerate null Rule names and orphaned rejected transfers (#2775)

2026-08-22 05:52:18 +02:00

tool_call

…

trade

fix(trades): guard against nil security in create_trade (#2066)

2026-06-19 16:54:37 +02:00

trade_republic_account

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

trade_republic_item

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

trading212_account

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_item

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

transaction

fix(transactions): dedupe tag filter for correct summary totals (#3174) (#3290)

2026-08-31 22:49:48 +02:00

transfer

fix(transfers): prevent duplicate creation on double-submit (#3342)

2026-09-04 06:25:34 +02:00

up_account

feat(up): map Up category slugs to Sure categories on import (#2487)

2026-08-22 08:26:48 +02:00

up_entry

feat(up): map Up category slugs to Sure categories on import (#2487)

2026-08-22 08:26:48 +02:00

up_item

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

valuation

…

vector_store

Add configurable OpenAI request timeout (#3304)

2026-09-02 03:16:53 +02:00

wise_account

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

wise_activity

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

wise_entry

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

wise_item

Fix Wise incoming transfers by implementing Strong Customer Authentication (#3391)

2026-09-05 08:37:32 +02:00

wise_statement

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00

account_import.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

account_order.rb

feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)

2026-05-19 13:37:10 +02:00

account_provider.rb

fix(onchain): a deleted account leaves no wallet row behind (#3182)

2026-08-26 08:22:17 +02:00

account_share.rb

Family sharing (#1272)

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

account_statement.rb

refactor(imports): back PDF imports with statements (#1786)

2026-05-30 00:22:25 +02:00

account.rb

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

actual_import.rb

fix(imports): import Actual rows with blank payee (#2282)

2026-06-11 09:04:56 +02:00

address.rb

…

ai_health.rb

feat(ai): verify AI configuration and provider liveness from worker processes (#3298)

2026-09-04 06:47:08 +02:00

akahu_account.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

akahu_item.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

api_key.rb

Allow multiple active API keys per user (#2077)

2026-06-26 06:47:38 +02:00

application_record.rb

…

archived_export.rb

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

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

assistant_message.rb

fix(chat): make the assistant response timeout configurable (#2910)

2026-08-15 06:12:22 +02:00

assistant.rb

feat(bills): assistant and MCP tools for bills (#3203)

2026-09-02 07:06:13 +02:00

auth_config.rb

feat(auth): sign in with a passkey, without a password (#2911)

2026-08-12 20:35:13 +02:00

background_job_console.rb

feat(settings): super-admin background jobs console (#2682)

2026-07-21 05:50:40 +02:00

background_job_health.rb

fix(chat): surface and recover from undelivered assistant responses (#2436)

2026-06-25 05:44:44 +02:00

balance_sheet.rb

Family sharing (#1272)

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

balance.rb

…

binance_account.rb

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

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

binance_item.rb

fix(binance): let go of an asset the wallet no longer holds (#3234)

2026-08-28 08:14:42 +02:00

brex_account.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

brex_item.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

budget_category.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

budget_share.rb

feat(budgets): add per-user personal budgets with strict isolation (#2891)

2026-08-18 08:36:46 +02:00

budget.rb

feat(budgets): show what is actually free, beside the plan (#3179)

2026-08-26 21:17:51 +02:00

category_import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

category.rb

Feature/category hierarchy and account search (#2845)

2026-08-26 07:59:00 +02:00

chat.rb

fix(chat): make the assistant response timeout configurable (#2910)

2026-08-15 06:12:22 +02:00

coinbase_account.rb

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

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

coinbase_item.rb

Refactor: Use Encryptable concern in CoinbaseItem (#1339)

2026-04-07 16:28:01 +02:00

coinstats_account.rb

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

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

coinstats_item.rb

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

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

credit_card.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

crypto.rb

feat(i18n): add Hungarian translations for strings extracted in #1806 (#1817)

2026-05-18 20:49:28 +02:00

current.rb

perf: memoize Family#balance_sheet/investment_statement, cache transactions-index side queries (#3058)

2026-08-25 03:40:57 +02:00

data_enrichment.rb

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

debug_log_entry.rb

Add super_admin debug event log (#1816)

2026-05-17 16:55:01 +02:00

depository.rb

fix(family): include HSA depository accounts in tax-advantaged exclusion (#2004)

2026-05-31 16:24:01 +02:00

enable_banking_account.rb

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +02:00

enable_banking_item.rb

feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)

2026-06-04 19:53:52 +02:00

entry_search.rb

fix(transactions): include enable_banking in pending/confirmed status filter (#1885)

2026-05-31 22:17:56 +02:00

entry.rb

Support QIF split transactions and account metadata (#3348)

2026-09-04 05:09:36 +02:00

entryable.rb

Fix NoMethodError on nil entryable in account activity feed (#1316)

2026-03-29 17:30:12 +02:00

exchange_rate_pair.rb

Add improvements from security providers to FX providers also (#1445)

2026-04-13 00:51:23 +02:00

exchange_rate.rb

…

family_document.rb

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

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

family_export.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

family_merchant_association.rb

Merchants improvements (#594)

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

family_merchant.rb

fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)

2026-07-26 01:38:31 +02:00

family.rb

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

goal_account.rb

feat(goals): a reached goal lets go of the money it was holding (#3165)

2026-08-26 07:20:48 +02:00

goal_pledge.rb

feat(goals): investment-backed goals (Phase 2) (#2491)

2026-06-30 07:26:23 +02:00

goal.rb

feat(goals): offer recording a spend where the user is standing (#3215)

2026-08-28 07:49:01 +02:00

holding.rb

fix(holdings): a transfer must not set a cost basis (#3154)

2026-08-28 07:53:33 +02:00

ibkr_account.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

ibkr_item.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

impersonation_session_log.rb

…

impersonation_session.rb

…

import_session.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

import_source_mapping.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

import.rb

fix: support DD/MM/YY date format for CSV imports (#3110)

2026-08-22 03:55:08 +02:00

income_statement.rb

Add cumulative spending chart dashboard widget (#3404)

2026-09-06 02:18:22 +02:00

indexa_capital_account.rb

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

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

indexa_capital_item.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

insight.rb

feat(goals): tell the user when a reserve has dropped below its level (#3175)

2026-08-26 08:26:43 +02:00

investment_flow_statement.rb

Add exclude_from_reports option to accounts

2026-06-27 00:57:03 +00:00

investment_statement.rb

perf: memoize Family#balance_sheet/investment_statement, cache transactions-index side queries (#3058)

2026-08-25 03:40:57 +02:00

investment.rb

fix(i18n): use existing localized labels in web UI (#2501)

2026-07-17 07:39:11 +02:00

invitation.rb

Share family accounts with invited members on every sign-up path (#2650)

2026-07-14 01:39:26 +02:00

invite_code.rb

Initial security fixes (#461)

2026-01-23 22:05:28 +01:00

kraken_account.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

kraken_item.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

llm_usage.rb

Update LLM token cost estimates and cost-info locales (#2690)

2026-07-15 19:47:42 +02:00

loan.rb

Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)

2026-06-11 20:26:40 +02:00

lunchflow_account.rb

Don't persist zero balances when a provider balance fetch fails (#2617)

2026-07-08 08:08:10 +02:00

lunchflow_item.rb

fix(i18n): localize Lunchflow account setup (#3330)

2026-09-02 19:43:07 +02:00

market_data_importer.rb

fix: memory leak in sidekiq (#1940)

2026-08-20 06:41:42 +02:00

measurement.rb

…

merchant_import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

merchant.rb

…

mercury_account.rb

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

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

mercury_item.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

message.rb

fix(chat): clear assistant bubble on destroy so the chat doesn't hang on Thinking (#2315)

2026-06-14 22:09:02 +02:00

mint_import.rb

feat(api): add import preflight validation (#1755)

2026-05-12 00:00:49 +02:00

mobile_device.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

notification_delivery.rb

Add send_email_notification rule action (#2527)

2026-07-17 23:00:18 +02:00

oidc_identity.rb

feat: Super Admins can Delete Users and Modify Families/Groups (#2868)

2026-08-28 23:10:09 +02:00

onchain_wallet_account.rb

Track self-custody wallets natively: Bitcoin, EVM and Solana (#3081)

2026-08-22 21:27:38 +02:00

onchain_wallet_item.rb

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

other_asset.rb

…

other_liability.rb

…

pdf_import.rb

fix(process-pdf-job): discard on RuntimeError and guard failed status (#2453)

2026-08-22 04:15:51 +02:00

period.rb

feat(dashboard): unify per-widget period selectors into one picker (#2162)

2026-06-04 23:11:43 +02:00

plaid_account.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

plaid_item.rb

Fix user-triggered Plaid transaction refresh (#3206)

2026-08-27 21:34:09 +02:00

property.rb

feat(investments): add India investment subtypes and exchange support (#1659)

2026-05-05 01:04:29 +02:00

provider_connection_status.rb

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

provider_merchant.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

provider_request_count.rb

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

provider.rb

fix(pdf-vision): render PDFs with poppler-utils + surface a concrete admin failure reason (#3275)

2026-08-31 23:27:04 +02:00

push_subscription.rb

Add experimental Swift-native Sure Insights app (#3134)

2026-08-25 04:16:24 +02:00

qif_import.rb

Support QIF split transactions and account metadata (#3348)

2026-09-04 05:09:36 +02:00

questrade_account.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

questrade_item.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

recurrence_rule.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_allocation.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_match_rejection.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_occurrence.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_price_change.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

recurring_transaction.rb

feat(bills): schema and domain core for the bills subsystem (#3201)

2026-08-31 23:41:38 +02:00

redbark_account.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

redbark_item.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

rejected_transfer.rb

…

rule_import.rb

feat(jobs): reap imports and exports stuck by lost background jobs (#2681)

2026-07-25 05:04:30 +02:00

rule_run.rb

Improve async AI rule error reporting (#2271)

2026-08-22 23:28:37 +02:00

rule.rb

Add send_email_notification rule action (#2527)

2026-07-17 23:00:18 +02:00

security.rb

fix(onchain-wallets): call transfers transfers, and drop the address swap (#3153)

2026-08-26 21:07:58 +02:00

series.rb

fix(charts): round series values to the currency's display precision (#3091)

2026-08-22 04:30:23 +02:00

session.rb

feat: Super Admins can Delete Users and Modify Families/Groups (#2868)

2026-08-28 23:10:09 +02:00

setting.rb

fix(hosting): consistent provider-block visibility + fix Twelve Data toggle bug (#3333)

2026-09-02 19:48:32 +02:00

sidekiq_health.rb

feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1906)

2026-08-22 07:17:29 +02:00

simplefin_account.rb

Fix SimpleFIN epoch-string balance dates (#2397)

2026-06-25 05:38:06 +02:00

simplefin_item.rb

fix(i18n): localize SimpleFIN status summaries (#3343)

2026-09-03 00:25:04 +02:00

snaptrade_account.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

snaptrade_item.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

sophtron_account.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

sophtron_item.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

sso_audit_log.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

sso_identity_block.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

sso_provider_tester.rb

fix(auth): surface exact OIDC issuer mismatches (#1666)

2026-05-05 00:47:45 +02:00

sso_provider.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

subscription.rb

fix: Show cancellation message when subscription is pending cancellation (#752)

2026-01-23 18:55:51 +01:00

sure_import.rb

fix: respect SURE_IMPORT_MAX_NDJSON_SIZE_MB in Sure import GUI upload (#3111)

2026-08-22 04:33:54 +02:00

sync.rb

Perf/accounts controller index optimization (#1926)

2026-07-25 03:35:35 +02:00

tag.rb

feat(mcp): add pagination to get_tags and get_categories tools (#2492)

2026-08-12 23:55:05 +02:00

tagging.rb

…

tool_call.rb

…

trade_import.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

trade_republic_account.rb

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

trade_republic_client_categories.rb

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

trade_republic_item.rb

Add first-class Trade Republic support (#3168)

2026-09-03 00:24:49 +02:00

trade.rb

fix(holdings): a transfer must not set a cost basis (#3154)

2026-08-28 07:53:33 +02:00

trading212_account.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

trading212_item.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

transaction_import.rb

fix(exports): align CSV roundtrip contracts (#1725)

2026-05-13 20:07:00 +02:00

transaction.rb

fix: disable Mark as Recurring button when a manual recurring transaction already exists (#3103)

2026-08-22 02:43:29 +02:00

transfer.rb

fix(transfers): prevent duplicate creation on double-submit (#3342)

2026-09-04 06:25:34 +02:00

trend.rb

fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)

2026-07-04 03:13:39 +02:00

up_account.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

up_item.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

user_message.rb

fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)

2026-05-03 20:33:29 +02:00

user.rb

Fix first-user super-admin race (#3268)

2026-08-31 23:29:38 +02:00

valuation.rb

…

vector_store.rb

Add live AI checks to system health (#3155)

2026-08-24 22:41:08 +02:00

vehicle.rb

…

webauthn_credential.rb

feat(auth): add WebAuthn MFA credentials (#1628)

2026-05-03 22:13:28 +02:00

wise_account.rb

feat(bank-sync): Wise integration (#2433)

2026-07-14 03:16:28 +02:00

wise_item.rb

Fix Wise incoming transfers by implementing Strong Customer Authentication (#3391)

2026-09-05 08:37:32 +02:00

worker_ai_health.rb

feat(ai): verify AI configuration and provider liveness from worker processes (#3298)

2026-09-04 06:47:08 +02:00

ynab_import.rb

feat(imports): add YNAB CSV import (#2361)

2026-06-16 08:32:17 +02:00