soky srm 560c9fbff3 Family sharing (#1272) ...

* Initial account sharing changes

* Update schema.rb

* Update schema.rb

* Change sharing UI to modal

* UX fixes and sharing controls

* Scope include in finances better

* Update totals.rb

* Update totals.rb

* Scope reports to finance account scope

* Update impersonation_sessions_controller_test.rb

* Review fixes

* Update schema.rb

* Update show.html.erb

* FIX db validation

* Refine edit permissions

* Review items

* Review

* Review

* Add application level helper

* Critical review

* Address remaining review items

* Fix modals

* more scoping

* linter

* small UI fix

* Fix: Sync broadcasts push unscoped balance sheet to all users

* Update sync_complete_event.rb

 The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context)
  along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods.

  The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a
  morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.

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

..

admin

Group users by family in /admin/users (#1139)

2026-03-06 23:38:25 +01:00

api/v1

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

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

category

Account:: namespace simplifications and cleanup (#2110)

2025-04-14 11:40:34 -04:00

concerns

Use browser Accept-Language for login and onboarding locale (#768)

2026-01-24 22:00:41 +01:00

import

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

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

settings

Add default family selection for invite-only onboarding mode (#1174)

2026-03-10 18:12:53 +01:00

tag

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transactions

fix: Preserve tags on bulk edits (take 3) (#889)

2026-02-06 14:11:46 +01:00

accountable_sparklines_controller_test.rb

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

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

accounts_controller_test.rb

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

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

archived_exports_controller_test.rb

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

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

categories_controller_test.rb

Add investment tracking to expenses (#381)

2026-01-09 13:03:40 +01:00

chats_controller_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

coinbase_items_controller_test.rb

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

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

coinstats_items_controller_test.rb

Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)

2026-01-07 15:59:04 +01:00

credit_cards_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

cryptos_controller_test.rb

Fix crypto subtype for trades api (#1022)

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

currencies_controller_test.rb

…

current_sessions_controller_test.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

depositories_controller_test.rb

…

email_confirmations_controller_test.rb

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family_exports_controller_test.rb

Fix export polling missing template error (#796) (#721)

2026-02-25 17:09:51 -05:00

family_merchants_controller_test.rb

Provider merchants enhancement (#1254)

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

holdings_controller_test.rb

feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)

2026-03-06 10:05:52 +01:00

impersonation_sessions_controller_test.rb

Family sharing (#1272)

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

imports_controller_test.rb

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

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

indexa_capital_items_controller_test.rb

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

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

investments_controller_test.rb

…

invitations_controller_test.rb

Remove Flipper and replace with ENV-driven FeatureFlags (#957)

2026-02-10 23:30:45 +01:00

invite_codes_controller_test.rb

Add default family selection for invite-only onboarding mode (#1174)

2026-03-10 18:12:53 +01:00

loans_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

mcp_controller_test.rb

Add MCP server endpoint for external AI assistants (#1051)

2026-02-23 09:13:15 -05:00

messages_controller_test.rb

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

2025-05-27 05:04:58 -05:00

mfa_controller_test.rb

More rebranding changes (#159)

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

oidc_accounts_controller_test.rb

Make first user of instance automatically super_admin (#655)

2026-01-16 21:27:55 +01:00

onboardings_controller_test.rb

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

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

other_assets_controller_test.rb

…

other_liabilities_controller_test.rb

…

pages_controller_test.rb

Make categories global (#1160)

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

password_resets_controller_test.rb

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)

2026-01-07 20:17:23 +01:00

pending_duplicate_merges_controller_test.rb

feat: add pending transaction manual merging tool (#1088)

2026-03-14 20:32:13 +01:00

plaid_items_controller_test.rb

Add support to unlink lunch flow accounts (#318)

2025-11-14 10:42:31 +01:00

properties_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

registrations_controller_test.rb

First cut of a simplified "intro" UI layout (#265)

2026-02-09 11:09:25 +01:00

reports_controller_test.rb

Refactor report and dashboard table layouts to semantic HTML (#1222)

2026-03-22 11:50:33 +01:00

rules_controller_test.rb

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

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

sessions_controller_test.rb

Enable Google SSO account creation in Flutter app (#1164)

2026-03-09 16:47:32 +01:00

simplefin_items_controller_test.rb

refactor: streamline SimpleFIN connection updates for improved efficiency (#631)

2026-01-13 09:39:26 +01:00

snaptrade_items_controller_test.rb

fix: Resolve infinite sync loop on SnapTrade setup accounts page (#1256)

2026-03-23 14:22:37 +01:00

splits_controller_test.rb

Initial split transaction support (#1230)

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

subscriptions_controller_test.rb

Hide contribution payments from demo user(s) (#738)

2026-01-23 12:35:49 +01:00

tags_controller_test.rb

# test(api): Add request specs for merchants and tags endpoints (#645)

2026-01-23 10:18:22 +01:00

trades_controller_test.rb

Add protection indicator to entries and unlock functionality (#765)

2026-01-24 16:03:23 +01:00

transaction_attachments_controller_test.rb

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

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

transactions_controller_test.rb

Family sharing (#1272)

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

transfer_matches_controller_test.rb

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

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

transfers_controller_test.rb

Fix: Fix unalble to reject automatched transfers (#2102)

2025-04-14 09:05:25 -04:00

users_controller_test.rb

Use browser Accept-Language for login and onboarding locale (#768)

2026-01-24 22:00:41 +01:00

valuations_controller_test.rb

Add reconciliation manager (#2459)

2025-07-16 11:31:47 -04:00

vehicles_controller_test.rb

Add instituion details & notes to Account model (#481)

2025-12-24 00:59:50 +01:00

webhooks_controller_test.rb

…