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eac82cfb475286ef4513e57c87b31c1e3a9cd698
sure/test/models
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Claude eac82cfb47 Add the two review-requested regression tests 
Covers the invalid-amount half of "malformed rows are offered, not dropped" --
the existing test only exercised an unparseable date. Asserts the raw value is
stored verbatim rather than coerced to 0, so the review step shows the user what
the statement actually said.

Also covers the Entry validation added in f5ba646: assigning
reconciled_by_statement without reconciled_at must fail model validation rather
than reaching chk_entries_reconciled_at_present_when_statement_set and raising
StatementInvalid.

Both requested by CodeRabbit on f5ba646.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01KvWSJotDiqP6qSR7qEiC8Q
2026-08-21 03:31:36 +00:00
..
account
Reconcile PDF statement imports against transactions that already exist
2026-08-20 23:41:44 +00:00
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(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
balance
fix: memory leak in sidekiq (#1940)
2026-08-20 06:41:42 +02:00
balance_sheet
Stabilize net worth breakdown series test dates (#2863)
2026-07-31 03:19:33 +02:00
binance_account
fix(binance): correct base_url for futures api endpoint, start_time param (#2839)
2026-08-04 23:55:18 +02:00
binance_item
feat(binance): add full account sync and transaction processing (#1822)
2026-05-27 23:58:00 +02:00
brex_account/transactions
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_entry
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
category
feat(settings): add reviewed category merge flow (#1754)
2026-05-30 00:12:54 +02:00
coinbase_account
fix(coinbase): qualify HoldingsProcessor constant reference (#2702)
2026-07-17 06:35:57 +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
feat(mobile): add SureCard primitive and migrate account cards (#2370)
2026-06-20 21:43:20 +02:00
concerns
…
enable_banking_account
fix(enable-banking): preserve manual card limit when provider reports zero (#2841)
2026-08-01 08:44:30 +02:00
enable_banking_entry
Fix transactions posting a day early when booked around midnight. (#2744)
2026-07-30 02:29:13 +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
…
exchange_rate
Add improvements from security providers to FX providers also (#1445)
2026-04-13 00:51:23 +02:00
family
Log async rule run failures to debug log (#3045)
2026-08-16 00:36:43 +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: memory leak in sidekiq (#1940)
2026-08-20 06:41:42 +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
indexa_capital_account
fix(indexa_capital): correct cash activity amount-sign convention (#2793) (#2801)
2026-07-26 01:47:53 +02:00
insight
fix(insights): respect recurring_transactions_disabled in subscription_audit (#2831)
2026-08-01 08:47:50 +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/investments
…
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): prune orphaned accounts deleted upstream (#1861) (#1886)
2026-07-17 22:49:31 +02:00
merchant
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
mercury_account
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +02:00
mercury_entry
feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage (#2452)
2026-06-30 07:37:14 +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
plaid_account
Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES (#2298)
2026-06-11 20:26:40 +02:00
plaid_entry
Add per-account toggle to disable automatic transaction categorization (#2636)
2026-07-17 07:22:50 +02:00
plaid_item
…
provenance
Tooling for the wealth + tax agent harness (#2848)
2026-08-04 23:33:01 +02:00
provider
fix(providers): capture API error response body in PDF processor span output (#2937)
2026-08-20 14:59:08 +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
recurring_transaction
perf(recurring): batch recurring transaction identification (#2239)
2026-06-18 12:28:32 +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
Add “Is not equal to” operator for transaction amount rules (#2922)
2026-08-05 19:55:15 +02:00
security
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
simplefin
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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 partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
snaptrade_account
fix(snaptrade): sign bare TRANSFER activities by provider direction (#2792)
2026-07-25 18:54:37 +02:00
sophtron_item
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
transaction
fix(transactions): include enable_banking in pending/confirmed status filter (#1885)
2026-05-31 22:17:56 +02:00
transfer
Add tags support for transfer transactions (#2921)
2026-08-05 19:47:34 +02:00
up_entry
feat(up): flag internal transfers and round-ups as funds_movement (#2460)
2026-06-30 08:19:25 +02:00
up_item
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
valuation
…
vector_store
feat(ai): default Anthropic installs to pgvector RAG (4/5) (#1986)
2026-06-08 21:35:12 +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 imports only 90 days history on initial setup (#2998)
2026-08-11 23:21:08 +02:00
wise_statement
Fix wise imports only 90 days history on initial setup (#2998)
2026-08-11 23:21:08 +02:00
account_ibkr_creation_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
account_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
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_statement_test.rb
fix: only mark overlapping statement periods as duplicate (#2569)
2026-07-04 03:27:59 +02:00
account_test.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
actual_import_test.rb
fix(imports): import Actual rows with blank payee (#2282)
2026-06-11 09:04:56 +02:00
address_test.rb
fix: change postal_code column from integer to string (#1585)
2026-04-29 15:30:04 +02:00
akahu_account_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item_importer_error_messages_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
akahu_item_unlinking_test.rb
feat(provider): Akahu integration (#1921)
2026-06-02 21:44:57 +02:00
api_key_test.rb
Allow multiple active API keys per user (#2077)
2026-06-26 06:47:38 +02:00
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
fix(chat): make the assistant response timeout configurable (#2910)
2026-08-15 06:12:22 +02:00
assistant_test.rb
Fix chained assistant tool calls (#2767)
2026-08-04 23:19:20 +02:00
background_job_console_test.rb
feat(settings): super-admin background jobs console (#2682)
2026-07-21 05:50:40 +02:00
background_job_health_test.rb
fix(chat): surface and recover from undelivered assistant responses (#2436)
2026-06-25 05:44:44 +02:00
balance_sheet_test.rb
Add exclude_from_reports option to accounts
2026-06-27 00:57:03 +00:00
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
brex_account_test.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
brex_item_test.rb
feat(sync): add Brex provider connections (#1752)
2026-05-13 18:13:48 +02:00
budget_category_test.rb
feat(assistant): add get_budget function for budget tracking (#1966)
2026-05-30 00:51:16 +02:00
budget_share_test.rb
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
budget_test.rb
feat(plan): unify Budgets and Goals under a single Plan tab (#2687)
2026-08-01 08:51:08 +02:00
category_import_test.rb
Make categories global (#1160)
2026-03-11 15:54:01 +01:00
category_test.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
chat_test.rb
fix(chat): make the assistant response timeout configurable (#2910)
2026-08-15 06:12:22 +02:00
coinbase_account_test.rb
…
coinbase_item_test.rb
…
coinstats_account_test.rb
Add DeFi via Coinstats (#1417)
2026-04-11 21:37:07 +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
…
debug_log_entry_test.rb
Add super_admin debug event log (#1816)
2026-05-17 16:55:01 +02:00
enable_banking_account_processor_test.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
enable_banking_account_test.rb
feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
2026-04-10 23:19:48 +02:00
enable_banking_item_test.rb
feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)
2026-06-04 19:53:52 +02:00
entry_reconciliation_test.rb
Add the two review-requested regression tests
2026-08-21 03:31:36 +00:00
entry_split_test.rb
feat(splits): add exclusion support for splits and improve rendering (#1661)
2026-05-09 12:36:41 +02:00
entry_test.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
exchange_rate_pair_test.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
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
…
family_export_test.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
family_merchant_test.rb
fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)
2026-07-26 01:38:31 +02:00
family_test.rb
Fix onboarding country and currency defaults (#3070)
2026-08-20 06:30:14 +02:00
goal_account_test.rb
feat(goals): earmark a portion of an account toward a goal (Phase 1) (#2490)
2026-06-30 06:55:29 +02:00
goal_pledge_test.rb
feat(goals): balance-derived + pledges (#1798)
2026-06-02 14:00:16 +02:00
goal_test.rb
fix(goals): allow deleting a goal without archiving it first (#2963)
2026-08-16 08:12:45 +02:00
holding_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_account_processor_test.rb
fix(ibkr): correct historical cash/non-cash split for linked accounts (#1813)
2026-05-18 21:03:04 +02:00
ibkr_item_importer_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_report_parser_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
ibkr_item_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
impersonation_session_test.rb
…
import_encoding_test.rb
fix(imports): normalize CSV upload encoding when validations are skipped (#2299)
2026-06-16 17:13:03 +02:00
import_session_test.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
import_test.rb
feat(jobs): reap imports and exports stuck by lost background jobs (#2681)
2026-07-25 05:04:30 +02:00
income_statement_test.rb
Feature/dashboard Add "Money In / Out" dashboard widget with monthly bar chart (#2594)
2026-07-25 04:59:29 +02:00
indexa_capital_account_test.rb
…
indexa_capital_item_test.rb
…
insight_test.rb
fix(insights): correct the budget card's figure, badge noise and toast a11y (#2799)
2026-08-01 08:39:04 +02:00
investment_flow_statement_test.rb
perf(reports): collapse investment flow aggregates (#2190)
2026-06-06 17:11:33 +02:00
investment_statement_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
investment_test.rb
feat(investments): add India investment subtypes and exchange support (#1659)
2026-05-05 01:04:29 +02:00
invitation_test.rb
Share family accounts with invited members on every sign-up path (#2650)
2026-07-14 01:39:26 +02:00
invite_code_test.rb
…
kraken_item_test.rb
feat(providers): add Kraken exchange sync (#1759)
2026-05-12 00:22:37 +02:00
llm_usage_test.rb
Update LLM token cost estimates and cost-info locales (#2690)
2026-07-15 19:47:42 +02:00
loan_test.rb
Fix loan account subtype not persisting on create (#1491)
2026-04-18 00:06:24 +02:00
lunchflow_account_processor_test.rb
Don't persist zero balances when a provider balance fetch fails (#2617)
2026-07-08 08:08:10 +02:00
lunchflow_item_test.rb
Constrain Lunchflow base URL to trusted endpoint (#1768)
2026-05-12 12:18:17 +02:00
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
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
mercury_item_test.rb
fix(mercury): support named multiple API connections (#1627)
2026-05-03 10:56:31 +02:00
mint_import_test.rb
feat(api): add import preflight validation (#1755)
2026-05-12 00:00:49 +02:00
mobile_device_test.rb
…
oidc_identity_test.rb
fix(sso): request OIDC group claims (#2503)
2026-07-04 08:24:31 +02:00
pdf_import_reconciliation_test.rb
Add the two review-requested regression tests
2026-08-21 03:31:36 +00:00
pdf_import_test.rb
refactor(imports): back PDF imports with statements (#1786)
2026-05-30 00:22:25 +02:00
period_test.rb
feat(dashboard): unify per-widget period selectors into one picker (#2162)
2026-06-04 23:11:43 +02:00
personal_budget_test.rb
feat(budgets): add per-user personal budgets with strict isolation (#2891)
2026-08-18 08:36:46 +02:00
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
fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)
2026-05-28 14:55:21 +02:00
provider_connection_status_test.rb
Fix SimpleFIN partial auth reconnect status (#2509)
2026-06-28 16:12:33 +02:00
provider_merchant_test.rb
fix(merchants): preserve manual merchant edits across provider sync (#1981)
2026-05-30 23:27:18 +02:00
provider_request_count_test.rb
Add RentCast & Realie integration for automatic property data and valuations (#2727)
2026-07-25 04:47:58 +02:00
provider_test.rb
…
qif_import_test.rb
fix(imports): support QIF dd mmm yyyy date format (#2500)
2026-06-28 17:02:07 +02:00
recurring_transaction_test.rb
fix(recurring): include amount in manual recurring duplicate check (#2972)
2026-08-16 09:30:44 +02:00
redbark_item_test.rb
feat(redbark): add australian bank sync (redbark) (#2794)
2026-07-26 07:40:25 +02:00
rule_import_test.rb
fix: preserve wrapped rule import json values (#1358)
2026-04-03 12:38:37 +02:00
rule_run_test.rb
Log async rule run failures to debug log (#3045)
2026-08-16 00:36:43 +02:00
rule_test.rb
Add "Transaction account" as rule condition filter (#1186)
2026-03-13 07:59:45 +01:00
security_test.rb
feat(prices): add T-Invest (T-Bank) securities + brand-logo provider (#2408)
2026-06-19 17:07:09 +02:00
setting_test.rb
…
simplefin_account_processor_test.rb
Fix SimpleFIN inverting Loan account balances (#1574)
2026-04-29 13:00:38 +02:00
simplefin_account_test.rb
Fix SimpleFIN epoch-string balance dates (#2397)
2026-06-25 05:38:06 +02:00
simplefin_item_dedupe_test.rb
…
simplefin_item_test.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
snaptrade_account_processor_test.rb
Fix SnapTrade holdings by using the /positions/all endpoint (#3043)
2026-08-17 06:00:43 +02:00
snaptrade_account_test.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +02:00
snaptrade_data_helpers_test.rb
…
snaptrade_item_oauth_test.rb
feat(snaptrade): replace device-flow OAuth with authorization-code + PKCE flow (#2747)
2026-07-24 22:45:44 +02:00
snaptrade_item_test.rb
Fix SnapTrade account setup and reconnection (#2858)
2026-07-31 02:20:03 +02:00
sophtron_account_test.rb
[codex] Complete Sophtron account mapping (#1698)
2026-05-08 15:15:23 +02:00
sophtron_item_test.rb
[codex] Add Sophtron manual sync fixes (#1714)
2026-05-09 21:55:20 +02:00
sso_provider_test.rb
…
sso_provider_tester_test.rb
fix(auth): surface exact OIDC issuer mismatches (#1666)
2026-05-05 00:47:45 +02:00
subscription_test.rb
…
sure_import_test.rb
refactor(imports): focus Sure preflight scope (#1833)
2026-06-03 00:37:21 +02:00
sync_test.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
syncable_test.rb
Perf/accounts controller index optimization (#1926)
2026-07-25 03:35:35 +02:00
tag_test.rb
…
trade_import_test.rb
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
trade_test.rb
Add Interactive Brokers Provider (#1722)
2026-05-12 23:45:19 +02:00
trading212_account_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_activities_processor_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_data_helpers_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_holdings_processor_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item_importer_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item_syncer_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
trading212_item_test.rb
Add support for trading212 integration in investments sync (#2513)
2026-07-25 04:54:30 +02:00
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
fix(exports): align CSV roundtrip contracts (#1725)
2026-05-13 20:07:00 +02:00
transaction_test.rb
feat(transactions): surface recently-used categories in the category picker (#2829)
2026-08-04 23:03:12 +02:00
transfer_test.rb
Fix fee display consistency, derive fees from entries, clean schema churn
2026-06-28 19:47:53 +00:00
trend_test.rb
fix(trend): keep percent sign consistent with direction for negative/zero base (#2580)
2026-07-04 03:13:39 +02:00
up_account_test.rb
feat(up): add Up Bank (AU) provider integration (#2391)
2026-06-20 20:33:09 +02:00
user_message_test.rb
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
2026-05-03 20:33:29 +02:00
user_test.rb
Use moniker interpolation for user family labels (#3060)
2026-08-17 00:36:39 +02:00
wise_account_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
wise_item_test.rb
feat(bank-sync): Wise integration (#2433)
2026-07-14 03:16:28 +02:00
ynab_import_test.rb
feat(imports): add YNAB CSV import (#2361)
2026-06-16 08:32:17 +02:00