William Wei Ming f7b66d40ff fix IncomeStatement performance issue (#1947) ...

* fix IncomeStatement performance issue

* fix gemini-code-assist FEEDBACK

* Address reports review: nil-safe sort and explicit income_statement

* run migrations after pulling remote updates

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

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

..

admin

Administer invitations in /admin/users (#1185)

2026-03-14 11:32:33 +01:00

api/v1

fix(reset): scope family financial data resets (#1835)

2026-05-31 00:21:34 +02:00

brex_items

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

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

category

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

concerns

feat(transactions): add inline tag creation and search in txn form (#1719)

2026-06-01 21:46:32 +02:00

import

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

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

settings

feat(provider): Akahu integration (#1921)

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

tag

New Design System + Codebase Refresh (#1823)

2025-02-21 11:57:59 -05:00

transactions

Added ability to bulk-edit transaction names for multiple selected transactions (#1553)

2026-04-29 18:35:00 +02:00

account_sharings_controller.rb

Family sharing (#1272)

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

account_statements_controller.rb

feat(statements): add account statement vault (#1753)

2026-05-13 21:05:11 +02:00

accountable_sparklines_controller.rb

perf(sparklines): avoid full account loads for linked charts (#2128)

2026-06-02 18:47:09 +02:00

accounts_controller.rb

feat(provider): Akahu integration (#1921)

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

akahu_items_controller.rb

feat(provider): Akahu integration (#1921)

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

application_controller.rb

refactor: rename beta features gate to preview features (#1837)

2026-05-19 14:41:02 +02:00

archived_exports_controller.rb

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

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

binance_items_controller.rb

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

brex_items_controller.rb

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

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

budget_categories_controller.rb

fix(budgets): stop auto-matched transfers leaking into category cards (#1059) (#1588)

2026-05-01 00:59:48 +02:00

budgets_controller.rb

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

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

categories_controller.rb

fix(categories): avoid index N+1 queries (#2089)

2026-06-01 21:59:46 +02:00

chats_controller.rb

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

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

coinbase_items_controller.rb

Providers sharing (#1273)

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

coinstats_items_controller.rb

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

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

cookie_sessions_controller.rb

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

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

credit_cards_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

cryptos_controller.rb

Fix crypto subtype for trades api (#1022)

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

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

current_sessions_controller.rb

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

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

depositories_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

enable_banking_items_controller.rb

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

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

exchange_rates_controller.rb

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

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

family_exports_controller.rb

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

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

family_merchants_controller.rb

feat: Add pagination in merchants page (#1965)

2026-05-26 22:17:00 +02:00

goal_pledges_controller.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

goals_controller.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

holdings_controller.rb

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

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

ibkr_items_controller.rb

Add Interactive Brokers Provider (#1722)

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

impersonation_sessions_controller.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

imports_controller.rb

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

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

indexa_capital_items_controller.rb

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

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

investments_controller.rb

Fix Investment account subtype not saving on creation (#1039)

2026-02-23 17:47:49 -05:00

invitations_controller.rb

fix(family-sharing): prevent silent data loss when rehoming or removing users (#1896)

2026-05-27 23:25:46 +02:00

invite_codes_controller.rb

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

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

kraken_items_controller.rb

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

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

loans_controller.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +02:00

lookbooks_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

lunchflow_items_controller.rb

Missing translation fallback for account subtypes (#1325)

2026-03-31 17:22:49 +02:00

mcp_controller.rb

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

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

mercury_items_controller.rb

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

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

messages_controller.rb

fix(messages): handle blank content submission gracefully (#1938)

2026-05-24 15:50:47 +02:00

mfa_controller.rb

fix(auth): hash MFA backup codes (#1629)

2026-05-05 01:20:57 +02:00

oidc_accounts_controller.rb

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

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

onboardings_controller.rb

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller.rb

Perf/dashboard endpoint optimization (#1897)

2026-05-31 00:09:38 +02:00

password_resets_controller.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

passwords_controller.rb

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

pending_duplicate_merges_controller.rb

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

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

plaid_items_controller.rb

fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)

2026-05-28 14:55:21 +02:00

properties_controller.rb

fix: currency being ignored for properties (#1556)

2026-04-29 13:47:32 +02:00

pwa_controller.rb

fix(pwa): serve manifest for html accept headers (#1828)

2026-05-18 19:10:01 +02:00

recurring_transactions_controller.rb

Recurring scoping implementation (#1300)

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

registrations_controller.rb

Fix invite code being consumed on failed registration in invite-only mode (#1576)

2026-04-29 18:54:23 +02:00

reports_controller.rb

fix IncomeStatement performance issue (#1947)

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

rules_controller.rb

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

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

securities_controller.rb

Improve convert-to-trade security selection with search-first UX (#703)

2026-01-19 15:49:51 +01:00

sessions_controller.rb

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

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

simplefin_items_controller.rb

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)

2026-04-18 09:50:34 +02:00

snaptrade_items_controller.rb

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

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

sophtron_items_controller.rb

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

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

splits_controller.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

subscriptions_controller.rb

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

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

tags_controller.rb

feat(transactions): add inline tag creation and search in txn form (#1719)

2026-06-01 21:46:32 +02:00

trades_controller.rb

fix(trades): prevent MissingTemplate for Turbo Stream requests on update/create failure (#1893)

2026-05-24 15:51:18 +02:00

transaction_attachments_controller.rb

Family sharing (#1272)

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

transaction_categories_controller.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

transactions_controller.rb

feat(transactions): add inline tag creation and search in txn form (#1719)

2026-06-01 21:46:32 +02:00

transfer_matches_controller.rb

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

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

transfers_controller.rb

feat(recurring): allow marking transfers as recurring (#895) (#1589)

2026-05-12 00:37:47 +02:00

users_controller.rb

fix(locale): Handle blank locale submission gracefully (#1876)

2026-05-24 15:13:49 +02:00

valuations_controller.rb

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

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

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

webhooks_controller.rb

security: sanitize exception messages in v1 API responses (FIX-11) (#1521)

2026-04-19 18:38:23 +02:00