diff --git a/.env.example b/.env.example index 98cda66ea..c84d0e414 100644 --- a/.env.example +++ b/.env.example @@ -25,12 +25,6 @@ OPENAI_ACCESS_TOKEN= OPENAI_MODEL= OPENAI_URI_BASE= -# Alternative: use a ChatGPT-backed Codex OAuth token for subscription inference. -# OAuth takes precedence over OPENAI_ACCESS_TOKEN and uses the Codex Responses endpoint. -# OPENAI_ACCOUNT_ID is optional when it can be read from the token's JWT claims. -# OPENAI_OAUTH_TOKEN= -# OPENAI_ACCOUNT_ID= - # Optional: LLM token budget (applies to chat, auto-categorize, merchant detection, PDF processing). # Lower these for small-context local models (Ollama, LM Studio, LocalAI). # For larger local models, raise the context window to match the model you actually run. diff --git a/.env.local.example b/.env.local.example index 777b28f74..afc38f338 100644 --- a/.env.local.example +++ b/.env.local.example @@ -32,12 +32,6 @@ OPENAI_ACCESS_TOKEN = OPENAI_URI_BASE = OPENAI_MODEL = -# Alternative: ChatGPT-backed Codex OAuth subscription inference. -# OAuth takes precedence over OPENAI_ACCESS_TOKEN and uses the Codex Responses endpoint. -# OPENAI_ACCOUNT_ID is optional when it can be read from the token's JWT claims. -# OPENAI_OAUTH_TOKEN = -# OPENAI_ACCOUNT_ID = - # LLM token budget. Applies to ALL outbound LLM calls: chat history, # auto-categorize, merchant detection, provider enhancer, PDF processing. # Defaults to Ollama's historical 2048-token baseline so small local models diff --git a/app/controllers/settings/hostings_controller.rb b/app/controllers/settings/hostings_controller.rb index 903c555d1..d1ae5f475 100644 --- a/app/controllers/settings/hostings_controller.rb +++ b/app/controllers/settings/hostings_controller.rb @@ -152,19 +152,6 @@ class Settings::HostingsController < ApplicationController end end - if hosting_params.key?(:openai_oauth_token) - token_param = hosting_params[:openai_oauth_token].to_s.strip - unless token_param.blank? || token_param == "********" - Setting.openai_oauth_token = token_param - inferred_account_id = Provider::Openai.oauth_account_id(token_param) - Setting.openai_oauth_account_id = inferred_account_id if inferred_account_id.present? && Setting.openai_oauth_account_id.blank? - end - end - - if hosting_params.key?(:openai_oauth_account_id) - Setting.openai_oauth_account_id = hosting_params[:openai_oauth_account_id].to_s.strip.presence - end - # Validate OpenAI configuration before updating if hosting_params.key?(:openai_uri_base) || hosting_params.key?(:openai_model) Setting.validate_openai_config!( @@ -293,7 +280,7 @@ class Settings::HostingsController < ApplicationController private def hosting_params return ActionController::Parameters.new unless params.key?(:setting) - params.require(:setting).permit(:onboarding_state, :require_email_confirmation, :invite_only_default_family_id, :brand_fetch_client_id, :brand_fetch_high_res_logos, :twelve_data_api_key, :tiingo_api_key, :eodhd_api_key, :alpha_vantage_api_key, :tinkoff_invest_api_key, :openai_access_token, :openai_oauth_token, :openai_oauth_account_id, :openai_uri_base, :openai_model, :openai_json_mode, :anthropic_access_token, :anthropic_base_url, :anthropic_model, :llm_provider, :llm_context_window, :llm_max_response_tokens, :llm_max_items_per_call, :exchange_rate_provider, :securities_provider, :syncs_include_pending, :auto_sync_enabled, :auto_sync_time, :external_assistant_url, :external_assistant_token, :external_assistant_agent_id, securities_providers: []) + params.require(:setting).permit(:onboarding_state, :require_email_confirmation, :invite_only_default_family_id, :brand_fetch_client_id, :brand_fetch_high_res_logos, :twelve_data_api_key, :tiingo_api_key, :eodhd_api_key, :alpha_vantage_api_key, :tinkoff_invest_api_key, :openai_access_token, :openai_uri_base, :openai_model, :openai_json_mode, :anthropic_access_token, :anthropic_base_url, :anthropic_model, :llm_provider, :llm_context_window, :llm_max_response_tokens, :llm_max_items_per_call, :exchange_rate_provider, :securities_provider, :syncs_include_pending, :auto_sync_enabled, :auto_sync_time, :external_assistant_url, :external_assistant_token, :external_assistant_agent_id, securities_providers: []) end def update_assistant_type diff --git a/app/models/provider/github.rb b/app/models/provider/github.rb index 7292ab5a8..6dd25c197 100644 --- a/app/models/provider/github.rb +++ b/app/models/provider/github.rb @@ -1,6 +1,4 @@ class Provider::Github - CACHE_TTL = 2.hours - attr_reader :name, :owner, :branch, :client def initialize @@ -19,7 +17,7 @@ class Provider::Github def fetch_latest_release_notes begin - Rails.cache.fetch(release_notes_cache_key, expires_in: CACHE_TTL) do + Rails.cache.fetch("latest_github_release_notes", expires_in: 2.hours) do release = client.releases(repo).first if release { @@ -44,8 +42,4 @@ class Provider::Github def repo "#{owner}/#{name}" end - - def release_notes_cache_key - "latest_github_release_notes/#{repo}" - end end diff --git a/app/models/provider/openai.rb b/app/models/provider/openai.rb index d9290338b..c28114273 100644 --- a/app/models/provider/openai.rb +++ b/app/models/provider/openai.rb @@ -1,5 +1,3 @@ -require "base64" - class Provider::Openai < Provider include LlmConcept @@ -7,65 +5,32 @@ class Provider::Openai < Provider Error = Class.new(Provider::Error) DEFAULT_MODEL = "gpt-4.1".freeze - CODEX_DEFAULT_MODEL = "gpt-5.6".freeze - CODEX_URI_BASE = "https://chatgpt.com/backend-api/codex".freeze - CODEX_ORIGINATOR = "codex_cli_rs".freeze SUPPORTED_MODELS = %w[gpt-4 gpt-5 o1 o3].freeze VISION_CAPABLE_MODEL_PREFIXES = %w[gpt-4o gpt-4-turbo gpt-4.1 gpt-5 o1 o3].freeze # Returns the effective model that would be used by the provider. # Priority: explicit ENV > Setting > DEFAULT_MODEL. def self.effective_model - configured_model = ENV.fetch("OPENAI_MODEL") { Setting.openai_model }.presence - configured_model || (oauth_configured? ? CODEX_DEFAULT_MODEL : DEFAULT_MODEL) + ENV.fetch("OPENAI_MODEL") { Setting.openai_model }.presence || DEFAULT_MODEL end def self.configured? - oauth_configured? || ENV["OPENAI_ACCESS_TOKEN"].present? || Setting.openai_access_token.present? + ENV["OPENAI_ACCESS_TOKEN"].present? || Setting.openai_access_token.present? end - def self.oauth_configured? - ENV["OPENAI_OAUTH_TOKEN"].present? || Setting.openai_oauth_token.present? - end - - def self.oauth_account_id(access_token) - payload = access_token.to_s.split(".", 3).second - return if payload.blank? - - payload = payload.ljust((payload.length + 3) / 4 * 4, "=") - claims = JSON.parse(Base64.urlsafe_decode64(payload)) - claims["chatgpt_account_id"].presence || - claims.dig("https://api.openai.com/auth", "chatgpt_account_id").presence - rescue ArgumentError, JSON::ParserError - nil - end - - def initialize(access_token, uri_base: nil, model: nil, oauth: false, account_id: nil) + def initialize(access_token, uri_base: nil, model: nil) client_options = { access_token: access_token } - @oauth = oauth - llm_uri_base = oauth? ? CODEX_URI_BASE : uri_base.presence + llm_uri_base = uri_base.presence llm_model = model.presence client_options[:uri_base] = llm_uri_base if llm_uri_base.present? client_options[:request_timeout] = ENV.fetch("OPENAI_REQUEST_TIMEOUT", 60).to_i - if oauth? - oauth_account_id = account_id.presence || self.class.oauth_account_id(access_token) - if oauth_account_id.blank? - raise Error, "ChatGPT account ID is required when using a Codex OAuth token" - end - - client_options[:extra_headers] = { - "ChatGPT-Account-ID" => oauth_account_id, - "originator" => CODEX_ORIGINATOR - } - end - @client = ::OpenAI::Client.new(**client_options) @uri_base = llm_uri_base if custom_provider? && llm_model.blank? raise Error, "Model is required when using a custom OpenAI‑compatible provider" end - @default_model = llm_model.presence || (oauth? ? CODEX_DEFAULT_MODEL : self.class.effective_model) + @default_model = llm_model.presence || self.class.effective_model end def supports_model?(model) @@ -88,8 +53,6 @@ class Provider::Openai < Provider end def provider_name - return "OpenAI (Codex subscription)" if oauth? - custom_provider? ? "Custom OpenAI-compatible (#{@uri_base})" : "OpenAI" end @@ -102,11 +65,7 @@ class Provider::Openai < Provider end def custom_provider? - @uri_base.present? && !oauth? - end - - def oauth? - @oauth + @uri_base.present? end # Token-budget knobs. Precedence: ENV > Setting > default. Defaults match diff --git a/app/models/provider/registry.rb b/app/models/provider/registry.rb index e37c62baf..aaeb5f98e 100644 --- a/app/models/provider/registry.rb +++ b/app/models/provider/registry.rb @@ -77,19 +77,13 @@ class Provider::Registry end def openai - oauth_token = ENV["OPENAI_OAUTH_TOKEN"].presence || Setting.openai_oauth_token - access_token = oauth_token || ENV["OPENAI_ACCESS_TOKEN"].presence || Setting.openai_access_token + access_token = ENV["OPENAI_ACCESS_TOKEN"].presence || Setting.openai_access_token return nil unless access_token.present? uri_base = ENV["OPENAI_URI_BASE"].presence || Setting.openai_uri_base model = ENV["OPENAI_MODEL"].presence || Setting.openai_model - if oauth_token.present? - account_id = ENV["OPENAI_ACCOUNT_ID"].presence || Setting.openai_oauth_account_id - return Provider::Openai.new(access_token, model: model, oauth: true, account_id: account_id) - end - if uri_base.present? && model.blank? Rails.logger.error("Custom OpenAI provider configured without a model; please set OPENAI_MODEL or Setting.openai_model") return nil diff --git a/app/models/setting.rb b/app/models/setting.rb index 1fbcb8aad..142e60318 100644 --- a/app/models/setting.rb +++ b/app/models/setting.rb @@ -7,8 +7,6 @@ class Setting < RailsSettings::Base # Third-party API keys field :twelve_data_api_key, type: :string, default: ENV["TWELVE_DATA_API_KEY"] field :openai_access_token, type: :string, default: ENV["OPENAI_ACCESS_TOKEN"] - field :openai_oauth_token, type: :string, default: ENV["OPENAI_OAUTH_TOKEN"] - field :openai_oauth_account_id, type: :string, default: ENV["OPENAI_ACCOUNT_ID"] field :openai_uri_base, type: :string, default: ENV["OPENAI_URI_BASE"] field :openai_model, type: :string, default: ENV["OPENAI_MODEL"] field :openai_json_mode, type: :string, default: ENV["LLM_JSON_MODE"] @@ -78,7 +76,6 @@ class Setting < RailsSettings::Base alpha_vantage_api_key tinkoff_invest_api_key openai_access_token - openai_oauth_token anthropic_access_token external_assistant_token ].freeze diff --git a/app/views/settings/hostings/_openai_settings.html.erb b/app/views/settings/hostings/_openai_settings.html.erb index 0bf3023ca..a1920e38b 100644 --- a/app/views/settings/hostings/_openai_settings.html.erb +++ b/app/views/settings/hostings/_openai_settings.html.erb @@ -1,7 +1,7 @@

<%= t(".title") %>

- <% if ENV["OPENAI_ACCESS_TOKEN"].present? || ENV["OPENAI_OAUTH_TOKEN"].present? %> + <% if ENV["OPENAI_ACCESS_TOKEN"].present? %>

<%= t(".env_configured_message") %>

<% else %>

<%= t(".description") %>

@@ -27,34 +27,6 @@ disabled: ENV["OPENAI_ACCESS_TOKEN"].present?, data: { "auto-submit-form-target": "auto" } %> -
-

<%= t(".oauth_heading") %>

-

<%= t(".oauth_description") %>

- - <%= form.password_field :openai_oauth_token, - label: t(".oauth_token_label"), - placeholder: t(".oauth_token_placeholder"), - value: (Setting.openai_oauth_token.present? ? "********" : nil), - autocomplete: "off", - autocapitalize: "none", - spellcheck: "false", - inputmode: "text", - disabled: ENV["OPENAI_OAUTH_TOKEN"].present?, - data: { "auto-submit-form-target": "auto" } %> - - <%= form.text_field :openai_oauth_account_id, - label: t(".oauth_account_id_label"), - placeholder: t(".oauth_account_id_placeholder"), - value: Setting.openai_oauth_account_id, - autocomplete: "off", - autocapitalize: "none", - spellcheck: "false", - inputmode: "text", - disabled: ENV["OPENAI_ACCOUNT_ID"].present?, - data: { "auto-submit-form-target": "auto" } %> -

<%= t(".oauth_account_id_help") %>

-
- <%= form.text_field :openai_uri_base, label: t(".uri_base_label"), placeholder: t(".uri_base_placeholder"), diff --git a/config/locales/views/settings/hostings/en.yml b/config/locales/views/settings/hostings/en.yml index b13087d8a..4ca4155aa 100644 --- a/config/locales/views/settings/hostings/en.yml +++ b/config/locales/views/settings/hostings/en.yml @@ -118,17 +118,10 @@ en: model_placeholder: "claude-sonnet-4-6 (default)" model_help: Used for chat and PDF processing. Batch operations (categorize, merchant detection) default to Haiku for cost. openai_settings: - description: Enter an API key, a Codex OAuth token, or configure a custom OpenAI-compatible provider + description: Enter the access token and optionally configure a custom OpenAI-compatible provider env_configured_message: Successfully configured through environment variables. - access_token_label: API Key - access_token_placeholder: Enter your OpenAI-compatible API key here - oauth_heading: Codex Subscription (OAuth) - oauth_description: Use a ChatGPT-backed Codex OAuth access token instead of API billing. OAuth takes precedence when both credential types are configured. Tokens expire and must be replaced after you sign in again. - oauth_token_label: OAuth Access Token - oauth_token_placeholder: Enter your Codex OAuth access token here - oauth_account_id_label: ChatGPT Account ID (Optional) - oauth_account_id_placeholder: Account ID from your Codex login - oauth_account_id_help: Usually read from the token automatically. Enter it when your token does not contain the ChatGPT account claim. + access_token_label: Access Token + access_token_placeholder: Enter your access token here uri_base_label: API Base URL (Optional) uri_base_placeholder: "https://api.openai.com/v1 (default)" model_label: Model (Optional) diff --git a/db/schema.rb b/db/schema.rb index 3f9c75177..7d4095647 100644 --- a/db/schema.rb +++ b/db/schema.rb @@ -10,10 +10,10 @@ # # It's strongly recommended that you check this file into your version control system. -ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do +ActiveRecord::Schema[7.2].define(version: 2026_07_14_120000) do # These are extensions that must be enabled in order to support this database - enable_extension "pg_catalog.plpgsql" enable_extension "pgcrypto" + enable_extension "plpgsql" # Custom types defined in this database. # Note that some types may not work with other database engines. Be careful if changing database. @@ -23,9 +23,9 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "account_providers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.uuid "account_id", null: false - t.datetime "created_at", null: false - t.uuid "provider_id", null: false t.string "provider_type", null: false + t.uuid "provider_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["account_id", "provider_type"], name: "index_account_providers_on_account_and_provider_type", unique: true t.index ["provider_type", "provider_id"], name: "index_account_providers_on_provider_type_and_provider_id", unique: true @@ -33,43 +33,43 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "account_shares", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.uuid "account_id", null: false - t.datetime "created_at", null: false - t.boolean "include_in_finances", default: true, null: false - t.string "permission", default: "read_only", null: false - t.datetime "updated_at", null: false t.uuid "user_id", null: false + t.string "permission", default: "read_only", null: false + t.boolean "include_in_finances", default: true, null: false + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["account_id", "user_id"], name: "index_account_shares_on_account_id_and_user_id", unique: true t.index ["account_id"], name: "index_account_shares_on_account_id" t.index ["user_id", "include_in_finances"], name: "index_account_shares_on_user_id_and_include_in_finances" t.index ["user_id"], name: "index_account_shares_on_user_id" - t.check_constraint "permission::text = ANY (ARRAY['full_control'::character varying::text, 'read_write'::character varying::text, 'read_only'::character varying::text])", name: "chk_account_shares_permission" + t.check_constraint "permission::text = ANY (ARRAY['full_control'::character varying, 'read_write'::character varying, 'read_only'::character varying]::text[])", name: "chk_account_shares_permission" end create_table "account_statements", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "family_id", null: false t.uuid "account_id" - t.string "account_last4_hint", limit: 4 - t.string "account_name_hint", limit: 200 + t.uuid "suggested_account_id" + t.string "filename", limit: 255, null: false + t.string "content_type", limit: 100, null: false t.bigint "byte_size", null: false t.string "checksum", limit: 64, null: false - t.decimal "closing_balance", precision: 19, scale: 4 - t.string "content_sha256" - t.string "content_type", limit: 100, null: false - t.datetime "created_at", null: false - t.string "currency", limit: 3 - t.uuid "family_id", null: false - t.string "filename", limit: 255, null: false + t.string "source", default: "manual_upload", null: false + t.string "upload_status", default: "stored", null: false t.string "institution_name_hint", limit: 200 - t.decimal "match_confidence", precision: 5, scale: 4 - t.decimal "opening_balance", precision: 19, scale: 4 - t.decimal "parser_confidence", precision: 5, scale: 4 - t.date "period_end_on" + t.string "account_name_hint", limit: 200 + t.string "account_last4_hint", limit: 4 t.date "period_start_on" + t.date "period_end_on" + t.decimal "opening_balance", precision: 19, scale: 4 + t.decimal "closing_balance", precision: 19, scale: 4 + t.string "currency", limit: 3 + t.decimal "parser_confidence", precision: 5, scale: 4 + t.decimal "match_confidence", precision: 5, scale: 4 t.string "review_status", default: "unmatched", null: false t.jsonb "sanitized_parser_output", default: {}, null: false - t.string "source", default: "manual_upload", null: false - t.uuid "suggested_account_id" + t.datetime "created_at", null: false t.datetime "updated_at", null: false - t.string "upload_status", default: "stored", null: false + t.string "content_sha256" t.index ["account_id", "period_start_on", "period_end_on"], name: "index_account_statements_on_account_period" t.index ["account_id"], name: "index_account_statements_on_account_id" t.index ["family_id", "checksum"], name: "index_account_statements_on_family_checksum" @@ -91,44 +91,44 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do t.check_constraint "match_confidence IS NULL OR match_confidence >= 0::numeric AND match_confidence <= 1::numeric", name: "chk_account_statements_match_confidence" t.check_constraint "parser_confidence IS NULL OR parser_confidence >= 0::numeric AND parser_confidence <= 1::numeric", name: "chk_account_statements_parser_confidence" t.check_constraint "period_start_on IS NULL OR period_end_on IS NULL OR period_start_on <= period_end_on", name: "chk_account_statements_period_order" - t.check_constraint "review_status::text = ANY (ARRAY['unmatched'::character varying::text, 'linked'::character varying::text, 'rejected'::character varying::text])", name: "chk_account_statements_review_status" + t.check_constraint "review_status::text = ANY (ARRAY['unmatched'::character varying, 'linked'::character varying, 'rejected'::character varying]::text[])", name: "chk_account_statements_review_status" t.check_constraint "source::text = 'manual_upload'::text", name: "chk_account_statements_source" - t.check_constraint "upload_status::text = ANY (ARRAY['stored'::character varying::text, 'failed'::character varying::text])", name: "chk_account_statements_upload_status" + t.check_constraint "upload_status::text = ANY (ARRAY['stored'::character varying, 'failed'::character varying]::text[])", name: "chk_account_statements_upload_status" end create_table "accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.integer "account_providers_count", default: 0, null: false - t.uuid "accountable_id" - t.string "accountable_type" - t.decimal "balance", precision: 19, scale: 4 - t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0" - t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true - t.datetime "created_at", null: false - t.string "currency" - t.datetime "disabled_at" - t.boolean "enable_category_matcher", default: true, null: false - t.boolean "exclude_from_reports", default: false, null: false + t.string "subtype" t.uuid "family_id", null: false - t.uuid "import_id" - t.string "institution_domain" - t.string "institution_name" - t.jsonb "locked_attributes", default: {} t.string "name" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.string "accountable_type" + t.uuid "accountable_id" + t.decimal "balance", precision: 19, scale: 4 + t.string "currency" + t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true + t.uuid "import_id" + t.uuid "plaid_account_id" + t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0" + t.jsonb "locked_attributes", default: {} + t.string "status", default: "active" + t.uuid "simplefin_account_id" + t.string "institution_name" + t.string "institution_domain" t.text "notes" t.uuid "owner_id" - t.uuid "plaid_account_id" - t.uuid "simplefin_account_id" - t.string "status", default: "active" - t.string "subtype" - t.datetime "updated_at", null: false + t.datetime "disabled_at" + t.boolean "exclude_from_reports", default: false, null: false + t.integer "account_providers_count", default: 0, null: false + t.boolean "enable_category_matcher", default: true, null: false t.index ["accountable_id", "accountable_type"], name: "index_accounts_on_accountable_id_and_accountable_type" t.index ["accountable_type"], name: "index_accounts_on_accountable_type" t.index ["currency"], name: "index_accounts_on_currency" t.index ["family_id", "accountable_type"], name: "index_accounts_on_family_id_and_accountable_type" - t.index ["family_id", "exclude_from_reports"], name: "index_accounts_on_family_id_and_exclude_from_reports" t.index ["family_id", "id"], name: "index_accounts_on_family_id_and_id" t.index ["family_id", "status", "accountable_type"], name: "index_accounts_on_family_id_status_accountable_type" t.index ["family_id", "status"], name: "index_accounts_on_family_id_and_status" + t.index ["family_id", "exclude_from_reports"], name: "index_accounts_on_family_id_and_exclude_from_reports" t.index ["family_id"], name: "index_accounts_on_family_id" t.index ["import_id"], name: "index_accounts_on_import_id" t.index ["owner_id"], name: "index_accounts_on_owner_id" @@ -138,24 +138,24 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "active_storage_attachments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.string "name", null: false + t.string "record_type", null: false + t.uuid "record_id", null: false t.uuid "blob_id", null: false t.datetime "created_at", null: false - t.string "name", null: false - t.uuid "record_id", null: false - t.string "record_type", null: false t.index ["blob_id"], name: "index_active_storage_attachments_on_blob_id" t.index ["record_type", "record_id", "name", "blob_id"], name: "index_active_storage_attachments_uniqueness", unique: true end create_table "active_storage_blobs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.bigint "byte_size", null: false - t.string "checksum" - t.string "content_type" - t.datetime "created_at", null: false - t.string "filename", null: false t.string "key", null: false + t.string "filename", null: false + t.string "content_type" t.text "metadata" t.string "service_name", null: false + t.bigint "byte_size", null: false + t.string "checksum" + t.datetime "created_at", null: false t.index ["key"], name: "index_active_storage_blobs_on_key", unique: true end @@ -166,37 +166,37 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "addresses", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.uuid "addressable_id" t.string "addressable_type" - t.string "country" - t.string "county" - t.datetime "created_at", null: false + t.uuid "addressable_id" t.string "line1" t.string "line2" + t.string "county" t.string "locality" - t.string "postal_code" t.string "region" + t.string "country" + t.string "postal_code" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["addressable_type", "addressable_id"], name: "index_addresses_on_addressable" end create_table "akahu_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_id" - t.string "account_status" - t.string "account_type" t.uuid "akahu_item_id", null: false - t.decimal "available_balance", precision: 19, scale: 4 - t.decimal "balance_limit", precision: 19, scale: 4 - t.datetime "created_at", null: false + t.string "name" + t.string "account_id" + t.string "formatted_account" t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.string "formatted_account" - t.jsonb "institution_metadata" - t.string "name" + t.decimal "available_balance", precision: 19, scale: 4 + t.decimal "balance_limit", precision: 19, scale: 4 + t.string "account_status" + t.string "account_type" t.string "provider" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" t.date "sync_start_date" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["account_id"], name: "index_akahu_accounts_on_account_id" t.index ["akahu_item_id", "account_id"], name: "index_akahu_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)" @@ -204,38 +204,38 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "akahu_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.text "app_token" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false, null: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false, null: false + t.string "institution_color" t.string "status", default: "good", null: false + t.boolean "scheduled_for_deletion", default: false, null: false + t.boolean "pending_account_setup", default: false, null: false t.date "sync_start_date" - t.datetime "updated_at", null: false + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.text "app_token" t.text "user_token" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["family_id"], name: "index_akahu_items_on_family_id" t.index ["status"], name: "index_akahu_items_on_status" end create_table "api_keys", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.string "display_key", null: false - t.datetime "expires_at" - t.datetime "last_used_at" t.string "name" - t.datetime "revoked_at" - t.json "scopes" - t.string "source", default: "web" - t.datetime "updated_at", null: false t.uuid "user_id", null: false + t.json "scopes" + t.datetime "last_used_at" + t.datetime "expires_at" + t.datetime "revoked_at" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.string "display_key", null: false + t.string "source", default: "web" t.index ["display_key"], name: "index_api_keys_on_display_key", unique: true t.index ["revoked_at"], name: "index_api_keys_on_revoked_at" t.index ["user_id", "source"], name: "index_api_keys_on_user_id_and_source" @@ -243,11 +243,11 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "archived_exports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.string "download_token_digest", null: false t.string "email", null: false - t.datetime "expires_at", null: false t.string "family_name" + t.string "download_token_digest", null: false + t.datetime "expires_at", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["download_token_digest"], name: "index_archived_exports_on_download_token_digest", unique: true t.index ["expires_at"], name: "index_archived_exports_on_expires_at" @@ -255,42 +255,42 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "balances", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.uuid "account_id", null: false - t.decimal "balance", precision: 19, scale: 4, null: false - t.decimal "cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false - t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0" - t.decimal "cash_inflows", precision: 19, scale: 4, default: "0.0", null: false - t.decimal "cash_outflows", precision: 19, scale: 4, default: "0.0", null: false - t.datetime "created_at", null: false - t.string "currency", default: "USD", null: false t.date "date", null: false - t.virtual "end_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments) + (((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments))", stored: true - t.virtual "end_cash_balance", type: :decimal, precision: 19, scale: 4, as: "((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments)", stored: true - t.virtual "end_non_cash_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments)", stored: true - t.integer "flows_factor", default: 1, null: false - t.decimal "net_market_flows", precision: 19, scale: 4, default: "0.0", null: false - t.decimal "non_cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false - t.decimal "non_cash_inflows", precision: 19, scale: 4, default: "0.0", null: false - t.decimal "non_cash_outflows", precision: 19, scale: 4, default: "0.0", null: false - t.virtual "start_balance", type: :decimal, precision: 19, scale: 4, as: "(start_cash_balance + start_non_cash_balance)", stored: true + t.decimal "balance", precision: 19, scale: 4, null: false + t.string "currency", default: "USD", null: false + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0" t.decimal "start_cash_balance", precision: 19, scale: 4, default: "0.0", null: false t.decimal "start_non_cash_balance", precision: 19, scale: 4, default: "0.0", null: false - t.datetime "updated_at", null: false + t.decimal "cash_inflows", precision: 19, scale: 4, default: "0.0", null: false + t.decimal "cash_outflows", precision: 19, scale: 4, default: "0.0", null: false + t.decimal "non_cash_inflows", precision: 19, scale: 4, default: "0.0", null: false + t.decimal "non_cash_outflows", precision: 19, scale: 4, default: "0.0", null: false + t.decimal "net_market_flows", precision: 19, scale: 4, default: "0.0", null: false + t.decimal "cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false + t.decimal "non_cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false + t.integer "flows_factor", default: 1, null: false + t.virtual "start_balance", type: :decimal, precision: 19, scale: 4, as: "(start_cash_balance + start_non_cash_balance)", stored: true + t.virtual "end_cash_balance", type: :decimal, precision: 19, scale: 4, as: "((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments)", stored: true + t.virtual "end_non_cash_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments)", stored: true + t.virtual "end_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments) + (((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments))", stored: true t.index ["account_id", "date", "currency"], name: "index_account_balances_on_account_id_date_currency_unique", unique: true t.index ["account_id", "date"], name: "index_balances_on_account_id_and_date", order: { date: :desc } t.index ["account_id"], name: "index_balances_on_account_id" end create_table "binance_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_type" t.uuid "binance_item_id", null: false - t.datetime "created_at", null: false + t.string "name" + t.string "account_type" t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "extra", default: {}, null: false t.jsonb "institution_metadata" - t.string "name" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" + t.jsonb "extra", default: {}, null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["account_type"], name: "index_binance_accounts_on_account_type" t.index ["binance_item_id", "account_type"], name: "index_binance_accounts_on_item_and_type", unique: true @@ -298,63 +298,63 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "binance_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "family_id", null: false + t.string "name" + t.string "institution_name" + t.string "institution_domain" + t.string "institution_url" + t.string "institution_color" + t.string "status", default: "good", null: false + t.boolean "scheduled_for_deletion", default: false, null: false + t.boolean "pending_account_setup", default: false, null: false + t.datetime "sync_start_date" + t.jsonb "raw_payload" t.text "api_key" t.text "api_secret" t.datetime "created_at", null: false - t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" - t.string "institution_name" - t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false, null: false - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false, null: false - t.string "status", default: "good", null: false - t.datetime "sync_start_date" t.datetime "updated_at", null: false t.index ["family_id"], name: "index_binance_items_on_family_id" t.index ["status"], name: "index_binance_items_on_status" end create_table "brex_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "brex_item_id", null: false + t.string "name" t.string "account_id", null: false t.string "account_kind", default: "cash", null: false + t.string "currency", default: "USD", null: false + t.decimal "current_balance", precision: 19, scale: 4 + t.decimal "available_balance", precision: 19, scale: 4 t.decimal "account_limit", precision: 19, scale: 4 t.string "account_status" t.string "account_type" - t.decimal "available_balance", precision: 19, scale: 4 - t.uuid "brex_item_id", null: false - t.datetime "created_at", null: false - t.string "currency", default: "USD", null: false - t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "institution_metadata" - t.string "name" t.string "provider" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["brex_item_id", "account_id"], name: "index_brex_accounts_on_item_and_account_id", unique: true t.index ["brex_item_id"], name: "index_brex_accounts_on_brex_item_id" end create_table "brex_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "base_url" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name", null: false t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "name", null: false - t.boolean "pending_account_setup", default: false, null: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false, null: false + t.string "institution_color" t.string "status", default: "good", null: false + t.boolean "scheduled_for_deletion", default: false, null: false + t.boolean "pending_account_setup", default: false, null: false t.datetime "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" t.text "token", null: false + t.string "base_url" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_brex_items_on_family_id" t.index ["status"], name: "index_brex_items_on_status" @@ -362,10 +362,10 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "budget_categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.uuid "budget_id", null: false - t.decimal "budgeted_spending", precision: 19, scale: 4, null: false t.uuid "category_id", null: false - t.datetime "created_at", null: false + t.decimal "budgeted_spending", precision: 19, scale: 4, null: false t.string "currency", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["budget_id", "category_id"], name: "index_budget_categories_on_budget_id_and_category_id", unique: true t.index ["budget_id"], name: "index_budget_categories_on_budget_id" @@ -373,54 +373,54 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "budgets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.decimal "budgeted_spending", precision: 19, scale: 4 - t.datetime "created_at", null: false - t.string "currency", null: false - t.date "end_date", null: false - t.decimal "expected_income", precision: 19, scale: 4 t.uuid "family_id", null: false t.date "start_date", null: false + t.date "end_date", null: false + t.decimal "budgeted_spending", precision: 19, scale: 4 + t.decimal "expected_income", precision: 19, scale: 4 + t.string "currency", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id", "start_date", "end_date"], name: "index_budgets_on_family_id_and_start_date_and_end_date", unique: true t.index ["family_id"], name: "index_budgets_on_family_id" end create_table "categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "classification_unused", default: "expense", null: false - t.string "color", default: "#6172F3", null: false - t.datetime "created_at", null: false - t.uuid "family_id", null: false - t.string "lucide_icon", default: "shapes", null: false t.string "name", null: false - t.uuid "parent_id" + t.string "color", default: "#6172F3", null: false + t.uuid "family_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.uuid "parent_id" + t.string "classification_unused", default: "expense", null: false + t.string "lucide_icon", default: "shapes", null: false t.index ["family_id"], name: "index_categories_on_family_id" end create_table "chats", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.jsonb "error" - t.string "instructions" - t.string "latest_assistant_response_id" - t.string "title", null: false - t.datetime "updated_at", null: false t.uuid "user_id", null: false + t.string "title", null: false + t.string "instructions" + t.jsonb "error" + t.string "latest_assistant_response_id" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["user_id"], name: "index_chats_on_user_id" end create_table "coinbase_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_id" - t.string "account_status" - t.string "account_type" t.uuid "coinbase_item_id", null: false - t.datetime "created_at", null: false + t.string "name" + t.string "account_id" t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "institution_metadata" - t.string "name" + t.string "account_status" + t.string "account_type" t.string "provider" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["account_id"], name: "index_coinbase_accounts_on_account_id" t.index ["coinbase_item_id", "account_id"], name: "index_coinbase_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)" @@ -428,40 +428,40 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "coinbase_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "family_id", null: false + t.string "name" + t.string "institution_id" + t.string "institution_name" + t.string "institution_domain" + t.string "institution_url" + t.string "institution_color" + t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false + t.datetime "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" t.text "api_key" t.text "api_secret" t.datetime "created_at", null: false - t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" - t.string "institution_id" - t.string "institution_name" - t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false - t.string "status", default: "good" - t.datetime "sync_start_date" t.datetime "updated_at", null: false t.index ["family_id"], name: "index_coinbase_items_on_family_id" t.index ["status"], name: "index_coinbase_items_on_status" end create_table "coinstats_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_id" - t.string "account_status" - t.string "account_type" t.uuid "coinstats_item_id", null: false - t.datetime "created_at", null: false + t.string "name" + t.string "account_id" t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "institution_metadata" - t.string "name" + t.string "account_status" + t.string "account_type" t.string "provider" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.string "wallet_address" t.index ["coinstats_item_id", "account_id", "wallet_address"], name: "index_coinstats_accounts_on_item_account_and_wallet", unique: true @@ -469,24 +469,24 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "coinstats_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "api_key", null: false - t.datetime "created_at", null: false - t.string "exchange_connection_id" - t.string "exchange_portfolio_id" t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false + t.string "institution_color" t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false t.datetime "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.string "api_key", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "exchange_portfolio_id" + t.string "exchange_connection_id" t.index ["exchange_connection_id"], name: "index_coinstats_items_on_exchange_connection_id" t.index ["family_id", "exchange_portfolio_id"], name: "index_coinstats_items_on_family_id_and_exchange_portfolio_id", unique: true, where: "(exchange_portfolio_id IS NOT NULL)" t.index ["family_id"], name: "index_coinstats_items_on_family_id" @@ -494,51 +494,51 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "credit_cards", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.decimal "annual_fee", precision: 10, scale: 2 - t.decimal "apr", precision: 10, scale: 2 - t.decimal "available_credit", precision: 10, scale: 2 t.datetime "created_at", null: false - t.date "expiration_date" - t.jsonb "locked_attributes", default: {} - t.decimal "minimum_payment", precision: 10, scale: 2 - t.string "subtype" t.datetime "updated_at", null: false + t.decimal "available_credit", precision: 10, scale: 2 + t.decimal "minimum_payment", precision: 10, scale: 2 + t.decimal "apr", precision: 10, scale: 2 + t.date "expiration_date" + t.decimal "annual_fee", precision: 10, scale: 2 + t.jsonb "locked_attributes", default: {} + t.string "subtype" end create_table "cryptos", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.jsonb "locked_attributes", default: {} t.string "subtype" t.string "tax_treatment", default: "taxable", null: false - t.datetime "updated_at", null: false end create_table "data_enrichments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "attribute_name" - t.datetime "created_at", null: false - t.uuid "enrichable_id", null: false t.string "enrichable_type", null: false - t.jsonb "metadata" + t.uuid "enrichable_id", null: false t.string "source" - t.datetime "updated_at", null: false + t.string "attribute_name" t.jsonb "value" + t.jsonb "metadata" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["enrichable_id", "enrichable_type", "source", "attribute_name"], name: "idx_on_enrichable_id_enrichable_type_source_attribu_5be5f63e08", unique: true t.index ["enrichable_type", "enrichable_id"], name: "index_data_enrichments_on_enrichable" end create_table "debug_log_entries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.uuid "account_id" - t.uuid "account_provider_id" t.string "category", null: false - t.datetime "created_at", null: false - t.uuid "family_id" t.string "level", null: false t.text "message", null: false - t.jsonb "metadata", default: {}, null: false - t.string "provider_key" t.string "source", null: false - t.datetime "updated_at", null: false + t.jsonb "metadata", default: {}, null: false + t.uuid "family_id" + t.uuid "account_id" t.uuid "user_id" + t.uuid "account_provider_id" + t.string "provider_key" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["account_id"], name: "index_debug_log_entries_on_account_id" t.index ["account_provider_id"], name: "index_debug_log_entries_on_account_provider_id" t.index ["category", "created_at"], name: "index_debug_log_entries_on_category_and_created_at" @@ -550,34 +550,31 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do t.index ["provider_key"], name: "index_debug_log_entries_on_provider_key" t.index ["source"], name: "index_debug_log_entries_on_source" t.index ["user_id"], name: "index_debug_log_entries_on_user_id" - t.check_constraint "level::text = ANY (ARRAY['debug'::character varying::text, 'info'::character varying::text, 'warn'::character varying::text, 'error'::character varying::text])", name: "chk_debug_log_entries_level" + t.check_constraint "level::text = ANY (ARRAY['debug'::character varying, 'info'::character varying, 'warn'::character varying, 'error'::character varying]::text[])", name: "chk_debug_log_entries_level" end create_table "depositories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.jsonb "locked_attributes", default: {} t.string "subtype" - t.datetime "updated_at", null: false end create_table "enable_banking_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "enable_banking_item_id", null: false + t.string "name" t.string "account_id" - t.string "account_status" - t.string "account_type" - t.datetime "created_at", null: false - t.decimal "credit_limit", precision: 19, scale: 4 t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.uuid "enable_banking_item_id", null: false - t.string "iban" - t.jsonb "identification_hashes", default: [] - t.jsonb "institution_metadata" - t.string "name" - t.string "product" + t.string "account_status" + t.string "account_type" t.string "provider" + t.string "iban" + t.string "uid" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" - t.string "uid" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.string "product" t.decimal "credit_limit", precision: 19, scale: 4 @@ -589,59 +586,59 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "enable_banking_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "application_id" - t.string "aspsp_auth_approach" - t.string "aspsp_id" - t.integer "aspsp_maximum_consent_validity" - t.string "aspsp_name" - t.jsonb "aspsp_psu_types", default: [] - t.jsonb "aspsp_required_psu_headers", default: [] - t.string "authorization_id" - t.text "client_certificate" - t.string "country_code" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "last_psu_ip" - t.string "name" - t.boolean "pending_account_setup", default: false - t.string "psu_type" - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false - t.datetime "session_expires_at" - t.string "session_id" + t.string "institution_color" t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false t.date "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.string "country_code" + t.string "application_id" + t.text "client_certificate" + t.string "session_id" + t.datetime "session_expires_at" + t.string "aspsp_name" + t.string "aspsp_id" + t.string "authorization_id" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.jsonb "aspsp_required_psu_headers", default: [] + t.integer "aspsp_maximum_consent_validity" + t.string "aspsp_auth_approach" + t.jsonb "aspsp_psu_types", default: [] + t.string "last_psu_ip" + t.string "psu_type" t.index ["family_id"], name: "index_enable_banking_items_on_family_id" t.index ["status"], name: "index_enable_banking_items_on_status" end create_table "entries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.uuid "account_id", null: false + t.string "entryable_type" + t.uuid "entryable_id" t.decimal "amount", precision: 19, scale: 4, null: false - t.datetime "created_at", null: false t.string "currency" t.date "date" - t.uuid "entryable_id" - t.string "entryable_type" - t.boolean "excluded", default: false - t.string "external_id" - t.uuid "import_id" - t.boolean "import_locked", default: false, null: false - t.jsonb "locked_attributes", default: {} t.string "name", null: false - t.text "notes" - t.uuid "parent_entry_id" - t.string "plaid_id" - t.string "source" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.uuid "import_id" + t.text "notes" + t.boolean "excluded", default: false + t.string "plaid_id" + t.jsonb "locked_attributes", default: {} + t.string "external_id" + t.string "source" t.boolean "user_modified", default: false, null: false + t.boolean "import_locked", default: false, null: false + t.uuid "parent_entry_id" t.index "lower((name)::text)", name: "index_entries_on_lower_name" t.index ["account_id", "date", "entryable_id"], name: "index_entries_on_investment_totals_lookup", where: "(((entryable_type)::text = 'Trade'::text) AND (excluded = false))" t.index ["account_id", "date"], name: "index_entries_on_account_id_and_date" @@ -657,57 +654,57 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "eval_datasets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.boolean "active", default: true - t.datetime "created_at", null: false + t.string "name", null: false t.string "description" t.string "eval_type", null: false - t.jsonb "metadata", default: {} - t.string "name", null: false - t.integer "sample_count", default: 0 - t.datetime "updated_at", null: false t.string "version", default: "1.0", null: false + t.integer "sample_count", default: 0 + t.jsonb "metadata", default: {} + t.boolean "active", default: true + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["eval_type", "active"], name: "index_eval_datasets_on_eval_type_and_active" t.index ["name"], name: "index_eval_datasets_on_name", unique: true end create_table "eval_results", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.jsonb "actual_output", null: false - t.boolean "alternative_match", default: false - t.integer "completion_tokens" - t.boolean "correct", null: false - t.decimal "cost", precision: 10, scale: 6 - t.datetime "created_at", null: false t.uuid "eval_run_id", null: false t.uuid "eval_sample_id", null: false + t.jsonb "actual_output", null: false + t.boolean "correct", null: false t.boolean "exact_match", default: false - t.float "fuzzy_score" t.boolean "hierarchical_match", default: false - t.integer "latency_ms" - t.jsonb "metadata", default: {} t.boolean "null_expected", default: false t.boolean "null_returned", default: false + t.float "fuzzy_score" + t.integer "latency_ms" t.integer "prompt_tokens" + t.integer "completion_tokens" + t.decimal "cost", precision: 10, scale: 6 + t.jsonb "metadata", default: {} + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.boolean "alternative_match", default: false t.index ["eval_run_id", "correct"], name: "index_eval_results_on_eval_run_id_and_correct" t.index ["eval_run_id"], name: "index_eval_results_on_eval_run_id" t.index ["eval_sample_id"], name: "index_eval_results_on_eval_sample_id" end create_table "eval_runs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "completed_at" - t.datetime "created_at", null: false - t.text "error_message" t.uuid "eval_dataset_id", null: false - t.jsonb "metrics", default: {} - t.string "model", null: false t.string "name" - t.string "provider", null: false - t.jsonb "provider_config", default: {} - t.datetime "started_at" t.string "status", default: "pending", null: false + t.string "provider", null: false + t.string "model", null: false + t.jsonb "provider_config", default: {} + t.jsonb "metrics", default: {} + t.integer "total_prompt_tokens", default: 0 t.integer "total_completion_tokens", default: 0 t.decimal "total_cost", precision: 10, scale: 6, default: "0.0" - t.integer "total_prompt_tokens", default: 0 + t.datetime "started_at" + t.datetime "completed_at" + t.text "error_message" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["eval_dataset_id", "model"], name: "index_eval_runs_on_eval_dataset_id_and_model" t.index ["eval_dataset_id"], name: "index_eval_runs_on_eval_dataset_id" @@ -716,14 +713,14 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "eval_samples", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.jsonb "context_data", default: {} - t.datetime "created_at", null: false - t.string "difficulty", default: "medium" t.uuid "eval_dataset_id", null: false - t.jsonb "expected_output", null: false t.jsonb "input_data", null: false - t.jsonb "metadata", default: {} + t.jsonb "expected_output", null: false + t.jsonb "context_data", default: {} + t.string "difficulty", default: "medium" t.string "tags", default: [], array: true + t.jsonb "metadata", default: {} + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["eval_dataset_id", "difficulty"], name: "index_eval_samples_on_eval_dataset_id_and_difficulty" t.index ["eval_dataset_id"], name: "index_eval_samples_on_eval_dataset_id" @@ -731,21 +728,21 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "exchange_rate_pairs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.date "first_provider_rate_on" t.string "from_currency", null: false - t.string "provider_name" t.string "to_currency", null: false + t.date "first_provider_rate_on" + t.string "provider_name" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["from_currency", "to_currency"], name: "index_exchange_rate_pairs_on_pair_unique", unique: true end create_table "exchange_rates", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.date "date", null: false t.string "from_currency", null: false - t.decimal "rate", null: false t.string "to_currency", null: false + t.decimal "rate", null: false + t.date "date", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["from_currency", "to_currency", "date"], name: "index_exchange_rates_on_base_converted_date_unique", unique: true t.index ["from_currency"], name: "index_exchange_rates_on_from_currency" @@ -753,41 +750,41 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "families", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "assistant_type", default: "builtin", null: false - t.boolean "auto_sync_on_login", default: true, null: false - t.string "country", default: "US" + t.string "name" t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.string "currency", default: "USD" - t.boolean "data_enrichment_enabled", default: false + t.string "locale", default: "en" + t.string "stripe_customer_id" t.string "date_format", default: "%m-%d-%Y" - t.string "default_account_sharing", default: "shared", null: false + t.string "country", default: "US" + t.string "timezone" + t.boolean "data_enrichment_enabled", default: false t.boolean "early_access", default: false - t.string "enabled_currencies", array: true - t.datetime "last_sync_all_attempted_at" + t.boolean "auto_sync_on_login", default: true, null: false t.datetime "latest_sync_activity_at", default: -> { "CURRENT_TIMESTAMP" } t.datetime "latest_sync_completed_at", default: -> { "CURRENT_TIMESTAMP" } - t.string "locale", default: "en" - t.string "moniker", default: "Family", null: false - t.integer "month_start_day", default: 1, null: false - t.string "name" t.boolean "recurring_transactions_disabled", default: false, null: false - t.string "stripe_customer_id" - t.string "timezone" - t.datetime "updated_at", null: false + t.integer "month_start_day", default: 1, null: false + t.string "moniker", default: "Family", null: false t.string "vector_store_id" - t.check_constraint "default_account_sharing::text = ANY (ARRAY['shared'::character varying::text, 'private'::character varying::text])", name: "chk_families_default_account_sharing" + t.string "assistant_type", default: "builtin", null: false + t.string "default_account_sharing", default: "shared", null: false + t.string "enabled_currencies", array: true + t.datetime "last_sync_all_attempted_at" + t.check_constraint "default_account_sharing::text = ANY (ARRAY['shared'::character varying, 'private'::character varying]::text[])", name: "chk_families_default_account_sharing" t.check_constraint "month_start_day >= 1 AND month_start_day <= 28", name: "month_start_day_range" end create_table "family_documents", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "content_type" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.integer "file_size" t.string "filename", null: false - t.jsonb "metadata", default: {} + t.string "content_type" + t.integer "file_size" t.string "provider_file_id" t.string "status", default: "pending", null: false + t.jsonb "metadata", default: {} + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_family_documents_on_family_id" t.index ["provider_file_id"], name: "index_family_documents_on_provider_file_id" @@ -795,18 +792,18 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "family_exports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.uuid "family_id", null: false t.string "status", default: "pending", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_family_exports_on_family_id" end create_table "family_merchant_associations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.uuid "family_id", null: false t.uuid "merchant_id", null: false t.datetime "unlinked_at" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id", "merchant_id"], name: "idx_on_family_id_merchant_id_23e883e08f", unique: true t.index ["family_id"], name: "index_family_merchant_associations_on_family_id" @@ -814,11 +811,11 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "goal_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.uuid "account_id", null: false - t.decimal "allocated_amount", precision: 19, scale: 4 - t.datetime "created_at", null: false t.uuid "goal_id", null: false + t.uuid "account_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.decimal "allocated_amount", precision: 19, scale: 4 t.index ["account_id"], name: "index_goal_accounts_on_account_id" t.index ["goal_id", "account_id"], name: "index_savings_goal_accounts_on_goal_and_account", unique: true t.index ["goal_id"], name: "index_goal_accounts_on_goal_id" @@ -826,15 +823,15 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "goal_pledges", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "goal_id", null: false t.uuid "account_id", null: false t.decimal "amount", precision: 19, scale: 4, null: false - t.datetime "created_at", null: false t.string "currency", null: false - t.datetime "expires_at", null: false - t.uuid "goal_id", null: false t.enum "kind", null: false, enum_type: "goal_pledge_kind" - t.uuid "matched_transaction_id" t.enum "status", default: "open", null: false, enum_type: "goal_pledge_status" + t.datetime "expires_at", null: false + t.uuid "matched_transaction_id" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["account_id"], name: "index_goal_pledges_on_account_id" t.index ["goal_id", "status"], name: "index_goal_pledges_on_goal_id_and_status" @@ -845,43 +842,43 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "goals", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "color" - t.datetime "created_at", null: false - t.string "currency", null: false t.uuid "family_id", null: false - t.string "icon" t.string "name", null: false - t.text "notes" - t.string "progress_basis", default: "balance", null: false - t.string "state", default: "active", null: false t.decimal "target_amount", precision: 19, scale: 4, null: false + t.string "currency", null: false t.date "target_date" + t.string "color" + t.text "notes" + t.string "state", default: "active", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "icon" + t.string "progress_basis", default: "balance", null: false t.index ["family_id", "state"], name: "index_goals_on_family_id_and_state" t.index ["family_id"], name: "index_goals_on_family_id" t.check_constraint "char_length(name::text) <= 255", name: "chk_savings_goals_name_length" t.check_constraint "progress_basis::text = ANY (ARRAY['balance'::character varying, 'contributions'::character varying]::text[])", name: "chk_goals_progress_basis_enum" - t.check_constraint "state::text = ANY (ARRAY['active'::character varying::text, 'paused'::character varying::text, 'completed'::character varying::text, 'archived'::character varying::text])", name: "chk_savings_goals_state_enum" + t.check_constraint "state::text = ANY (ARRAY['active'::character varying, 'paused'::character varying, 'completed'::character varying, 'archived'::character varying]::text[])", name: "chk_savings_goals_state_enum" t.check_constraint "target_amount > 0::numeric", name: "chk_savings_goals_target_amount_positive" end create_table "holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.uuid "account_id", null: false - t.uuid "account_provider_id" - t.decimal "amount", precision: 19, scale: 4, null: false - t.decimal "cost_basis", precision: 19, scale: 4 - t.boolean "cost_basis_locked", default: false, null: false - t.string "cost_basis_source" - t.datetime "created_at", null: false - t.string "currency", null: false - t.date "date", null: false - t.string "external_id" - t.decimal "price", precision: 19, scale: 4, null: false - t.uuid "provider_security_id" - t.decimal "qty", precision: 24, scale: 8, null: false t.uuid "security_id", null: false - t.boolean "security_locked", default: false, null: false + t.date "date", null: false + t.decimal "qty", precision: 24, scale: 8, null: false + t.decimal "price", precision: 19, scale: 4, null: false + t.decimal "amount", precision: 19, scale: 4, null: false + t.string "currency", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "external_id" + t.decimal "cost_basis", precision: 19, scale: 4 + t.uuid "account_provider_id" + t.string "cost_basis_source" + t.boolean "cost_basis_locked", default: false, null: false + t.uuid "provider_security_id" + t.boolean "security_locked", default: false, null: false t.index ["account_id", "external_id"], name: "idx_holdings_on_account_id_external_id_unique", unique: true, where: "(external_id IS NOT NULL)" t.index ["account_id", "security_id", "date", "currency"], name: "idx_on_account_id_security_id_date_currency_5323e39f8b", unique: true t.index ["account_id"], name: "index_holdings_on_account_id" @@ -891,121 +888,121 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "ibkr_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.decimal "cash_balance", precision: 19, scale: 4 - t.datetime "created_at", null: false + t.uuid "ibkr_item_id", null: false + t.string "name" + t.string "ibkr_account_id" t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.string "ibkr_account_id" - t.uuid "ibkr_item_id", null: false + t.decimal "cash_balance", precision: 19, scale: 4 t.jsonb "institution_metadata" - t.datetime "last_activities_sync" - t.datetime "last_holdings_sync" - t.string "name" + t.jsonb "raw_holdings_payload", default: [] t.jsonb "raw_activities_payload", default: {} t.jsonb "raw_cash_report_payload", default: [] - t.jsonb "raw_equity_summary_payload", default: [], null: false - t.jsonb "raw_holdings_payload", default: [] t.date "report_date" + t.datetime "last_holdings_sync" + t.datetime "last_activities_sync" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.jsonb "raw_equity_summary_payload", default: [], null: false t.index ["ibkr_item_id", "ibkr_account_id"], name: "index_ibkr_accounts_on_item_and_ibkr_account_id", unique: true, where: "(ibkr_account_id IS NOT NULL)" t.index ["ibkr_item_id"], name: "index_ibkr_accounts_on_ibkr_item_id" end create_table "ibkr_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.uuid "family_id", null: false t.string "name" - t.boolean "pending_account_setup", default: false, null: false - t.string "query_id" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false, null: false + t.jsonb "raw_payload" + t.string "query_id" t.string "token" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_ibkr_items_on_family_id" t.index ["status"], name: "index_ibkr_items_on_status" end create_table "impersonation_session_logs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "action" - t.string "controller" - t.datetime "created_at", null: false t.uuid "impersonation_session_id", null: false - t.string "ip_address" - t.string "method" + t.string "controller" + t.string "action" t.text "path" - t.datetime "updated_at", null: false + t.string "method" + t.string "ip_address" t.text "user_agent" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["impersonation_session_id"], name: "index_impersonation_session_logs_on_impersonation_session_id" end create_table "impersonation_sessions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.uuid "impersonated_id", null: false t.uuid "impersonator_id", null: false + t.uuid "impersonated_id", null: false t.string "status", default: "pending", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["impersonated_id"], name: "index_impersonation_sessions_on_impersonated_id" t.index ["impersonator_id"], name: "index_impersonation_sessions_on_impersonator_id" end create_table "import_mappings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.boolean "create_when_empty", default: true - t.datetime "created_at", null: false - t.uuid "import_id", null: false - t.string "key" - t.uuid "mappable_id" - t.string "mappable_type" t.string "type", null: false - t.datetime "updated_at", null: false + t.string "key" t.string "value" + t.boolean "create_when_empty", default: true + t.uuid "import_id", null: false + t.string "mappable_type" + t.uuid "mappable_id" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["import_id"], name: "index_import_mappings_on_import_id" t.index ["mappable_type", "mappable_id"], name: "index_import_mappings_on_mappable" end create_table "import_rows", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account" - t.text "actions" - t.boolean "active" - t.string "amount" - t.string "category" - t.string "category_classification" - t.string "category_color" - t.string "category_icon" - t.string "category_parent" - t.text "conditions" - t.datetime "created_at", null: false - t.string "currency" - t.string "date" - t.string "effective_date" - t.string "entity_type" - t.string "exchange_operating_mic" t.uuid "import_id", null: false + t.string "account" + t.string "date" + t.string "qty" + t.string "ticker" + t.string "price" + t.string "amount" + t.string "currency" + t.string "name" + t.string "category" + t.string "tags" + t.string "entity_type" + t.text "notes" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.string "category_parent" + t.string "category_color" + t.string "category_classification" + t.string "category_icon" + t.string "exchange_operating_mic" + t.string "resource_type" + t.boolean "active" + t.string "effective_date" + t.text "conditions" + t.text "actions" + t.integer "source_row_number", null: false t.string "merchant_color" t.string "merchant_website" - t.string "name" - t.text "notes" - t.string "price" - t.string "qty" - t.string "resource_type" - t.integer "source_row_number", null: false - t.string "tags" - t.string "ticker" - t.datetime "updated_at", null: false t.index ["import_id", "source_row_number"], name: "index_import_rows_on_import_id_and_source_row_number", unique: true t.index ["import_id"], name: "index_import_rows_on_import_id" t.check_constraint "source_row_number > 0", name: "chk_import_rows_source_row_number_positive" end create_table "import_sessions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "client_session_id", limit: 255 - t.datetime "created_at", null: false - t.jsonb "error_details", default: {}, null: false - t.integer "expected_chunks" t.uuid "family_id", null: false t.string "import_type", default: "SureImport", null: false t.string "status", default: "pending", null: false + t.string "client_session_id", limit: 255 + t.integer "expected_chunks" t.jsonb "summary", default: {}, null: false + t.jsonb "error_details", default: {}, null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id", "client_session_id"], name: "idx_import_sessions_on_family_client_session", unique: true, where: "(client_session_id IS NOT NULL)" t.index ["family_id", "status"], name: "index_import_sessions_on_family_id_and_status" @@ -1013,20 +1010,20 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do t.index ["id", "family_id"], name: "idx_import_sessions_on_id_family", unique: true t.check_constraint "client_session_id IS NULL OR btrim(client_session_id::text) <> ''::text", name: "chk_import_sessions_client_session_id_present" t.check_constraint "expected_chunks IS NULL OR expected_chunks > 0", name: "chk_import_sessions_expected_chunks_positive" - t.check_constraint "import_type::text = 'SureImport'::text", name: "chk_import_sessions_import_type" t.check_constraint "jsonb_typeof(error_details) = 'object'::text", name: "chk_import_sessions_error_details_object" + t.check_constraint "import_type::text = 'SureImport'::text", name: "chk_import_sessions_import_type" + t.check_constraint "status::text = ANY (ARRAY['pending'::character varying, 'importing'::character varying, 'complete'::character varying, 'failed'::character varying]::text[])", name: "chk_import_sessions_status" t.check_constraint "jsonb_typeof(summary) = 'object'::text", name: "chk_import_sessions_summary_object" - t.check_constraint "status::text = ANY (ARRAY['pending'::character varying::text, 'importing'::character varying::text, 'complete'::character varying::text, 'failed'::character varying::text])", name: "chk_import_sessions_status" end create_table "import_source_mappings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.uuid "family_id", null: false t.uuid "import_session_id", null: false - t.string "source_id", limit: 255, null: false t.string "source_type", limit: 64, null: false - t.uuid "target_id", null: false + t.string "source_id", limit: 255, null: false t.string "target_type", null: false + t.uuid "target_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id", "source_type", "source_id"], name: "idx_import_source_mappings_on_family_source" t.index ["family_id"], name: "index_import_source_mappings_on_family_id" @@ -1034,57 +1031,57 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do t.index ["import_session_id"], name: "index_import_source_mappings_on_import_session_id" t.index ["target_type", "target_id"], name: "idx_import_source_mappings_on_target" t.check_constraint "btrim(source_id::text) <> ''::text", name: "chk_import_source_mappings_source_id_present" + t.check_constraint "source_type::text = ANY (ARRAY['Account'::character varying, 'Category'::character varying, 'Tag'::character varying, 'Merchant'::character varying, 'RecurringTransaction'::character varying, 'Transaction'::character varying, 'Budget'::character varying, 'Security'::character varying, 'Rule'::character varying]::text[])", name: "chk_import_source_mappings_source_type" t.check_constraint "btrim(source_type::text) <> ''::text", name: "chk_import_source_mappings_source_type_present" + t.check_constraint "target_type::text = ANY (ARRAY['Account'::character varying, 'Category'::character varying, 'Tag'::character varying, 'Merchant'::character varying, 'RecurringTransaction'::character varying, 'Transaction'::character varying, 'Budget'::character varying, 'Security'::character varying, 'Rule'::character varying]::text[])", name: "chk_import_source_mappings_target_type" t.check_constraint "btrim(target_type::text) <> ''::text", name: "chk_import_source_mappings_target_type_present" - t.check_constraint "source_type::text = ANY (ARRAY['Account'::character varying::text, 'Category'::character varying::text, 'Tag'::character varying::text, 'Merchant'::character varying::text, 'RecurringTransaction'::character varying::text, 'Transaction'::character varying::text, 'Budget'::character varying::text, 'Security'::character varying::text, 'Rule'::character varying::text])", name: "chk_import_source_mappings_source_type" - t.check_constraint "target_type::text = ANY (ARRAY['Account'::character varying::text, 'Category'::character varying::text, 'Tag'::character varying::text, 'Merchant'::character varying::text, 'RecurringTransaction'::character varying::text, 'Transaction'::character varying::text, 'Budget'::character varying::text, 'Security'::character varying::text, 'Rule'::character varying::text])", name: "chk_import_source_mappings_target_type" end create_table "imports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_col_label" - t.uuid "account_id" - t.uuid "account_statement_id" - t.text "ai_summary" - t.string "amount_col_label" - t.string "amount_type_identifier_value" - t.string "amount_type_inflow_value" - t.string "amount_type_strategy", default: "signed_amount" - t.string "category_col_label" - t.string "checksum", limit: 64 - t.string "client_chunk_id", limit: 255 - t.string "col_sep", default: "," t.jsonb "column_mappings" - t.datetime "created_at", null: false - t.string "currency_col_label" - t.string "date_col_label" - t.string "date_format", default: "%m/%d/%Y" - t.string "document_type" - t.string "entity_type_col_label" - t.string "error" - t.jsonb "error_details", default: {}, null: false - t.string "exchange_operating_mic_col_label" - t.jsonb "expected_record_counts", default: {}, null: false - t.jsonb "extracted_data" - t.uuid "family_id", null: false - t.uuid "import_session_id" - t.string "name_col_label" - t.string "normalized_csv_str" - t.string "notes_col_label" - t.string "number_format" - t.string "price_col_label" - t.string "qty_col_label" - t.string "raw_file_str" - t.jsonb "readback_verification", default: {}, null: false - t.integer "rows_count", default: 0, null: false - t.integer "rows_to_skip", default: 0, null: false - t.integer "sequence" - t.string "signage_convention", default: "inflows_positive" t.string "status" - t.jsonb "summary", default: {}, null: false - t.string "tags_col_label" - t.string "ticker_col_label" - t.string "type", null: false + t.string "raw_file_str" + t.string "normalized_csv_str" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "col_sep", default: "," + t.uuid "family_id", null: false + t.uuid "account_id" + t.string "type", null: false + t.string "date_col_label" + t.string "amount_col_label" + t.string "name_col_label" + t.string "category_col_label" + t.string "tags_col_label" + t.string "account_col_label" + t.string "qty_col_label" + t.string "ticker_col_label" + t.string "price_col_label" + t.string "entity_type_col_label" + t.string "notes_col_label" + t.string "currency_col_label" + t.string "date_format", default: "%m/%d/%Y" + t.string "signage_convention", default: "inflows_positive" + t.string "error" + t.string "number_format" + t.string "exchange_operating_mic_col_label" + t.string "amount_type_strategy", default: "signed_amount" + t.string "amount_type_inflow_value" + t.integer "rows_count", default: 0, null: false + t.string "amount_type_identifier_value" + t.integer "rows_to_skip", default: 0, null: false + t.text "ai_summary" + t.string "document_type" + t.jsonb "extracted_data" + t.uuid "account_statement_id" + t.jsonb "expected_record_counts", default: {}, null: false + t.jsonb "readback_verification", default: {}, null: false + t.uuid "import_session_id" + t.integer "sequence" + t.string "client_chunk_id", limit: 255 + t.string "checksum", limit: 64 + t.jsonb "summary", default: {}, null: false + t.jsonb "error_details", default: {}, null: false t.index ["account_statement_id"], name: "index_imports_on_account_statement_id" t.index ["family_id"], name: "index_imports_on_family_id" t.index ["import_session_id", "client_chunk_id"], name: "idx_imports_on_session_client_chunk", unique: true, where: "((import_session_id IS NOT NULL) AND (client_chunk_id IS NOT NULL))" @@ -1092,34 +1089,34 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do t.index ["import_session_id"], name: "index_imports_on_import_session_id" t.check_constraint "checksum IS NULL OR length(checksum::text) = 64", name: "chk_imports_checksum_sha256_length" t.check_constraint "client_chunk_id IS NULL OR btrim(client_chunk_id::text) <> ''::text", name: "chk_imports_client_chunk_id_present" + t.check_constraint "jsonb_typeof(error_details) = 'object'::text", name: "chk_imports_error_details_object" t.check_constraint "import_session_id IS NULL OR checksum IS NOT NULL", name: "chk_imports_session_checksum_present" t.check_constraint "import_session_id IS NULL OR sequence IS NOT NULL", name: "chk_imports_session_sequence_present" - t.check_constraint "jsonb_typeof(error_details) = 'object'::text", name: "chk_imports_error_details_object" t.check_constraint "jsonb_typeof(summary) = 'object'::text", name: "chk_imports_summary_object" t.check_constraint "sequence IS NULL OR sequence > 0", name: "chk_imports_session_sequence_positive" end create_table "indexa_capital_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "indexa_capital_item_id", null: false + t.string "name" + t.string "indexa_capital_account_id" t.string "account_number" - t.string "account_status" - t.string "account_type" - t.boolean "activities_fetch_pending", default: false - t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0" - t.datetime "created_at", null: false t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.string "indexa_capital_account_id" - t.string "indexa_capital_authorization_id" - t.uuid "indexa_capital_item_id", null: false - t.jsonb "institution_metadata" - t.datetime "last_activities_sync" - t.datetime "last_holdings_sync" - t.string "name" + t.string "account_status" + t.string "account_type" t.string "provider" - t.jsonb "raw_activities_payload", default: [] - t.jsonb "raw_holdings_payload", default: [] + t.jsonb "institution_metadata" t.jsonb "raw_payload" + t.string "indexa_capital_authorization_id" + t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0" + t.jsonb "raw_holdings_payload", default: [] + t.jsonb "raw_activities_payload", default: [] + t.datetime "last_holdings_sync" + t.datetime "last_activities_sync" + t.boolean "activities_fetch_pending", default: false t.date "sync_start_date" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["indexa_capital_authorization_id"], name: "idx_on_indexa_capital_authorization_id_58db208d52" t.index ["indexa_capital_item_id", "indexa_capital_account_id"], name: "index_indexa_capital_accounts_on_item_and_account_id", unique: true, where: "(indexa_capital_account_id IS NOT NULL)" @@ -1127,29 +1124,36 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "indexa_capital_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.text "api_token" - t.datetime "created_at", null: false - t.string "document" t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "name" - t.text "password" - t.boolean "pending_account_setup", default: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false + t.string "institution_color" t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false t.datetime "sync_start_date" - t.datetime "updated_at", null: false + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" t.string "username" + t.string "document" + t.text "password" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.text "api_token" t.index ["family_id"], name: "index_indexa_capital_items_on_family_id" t.index ["status"], name: "index_indexa_capital_items_on_status" end + create_table "investments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.jsonb "locked_attributes", default: {} + t.string "subtype" + end + create_table "insights", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.text "body", null: false t.datetime "created_at", null: false @@ -1175,24 +1179,17 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do t.check_constraint "status::text = ANY (ARRAY['active'::character varying, 'read'::character varying, 'dismissed'::character varying, 'expired'::character varying]::text[])", name: "chk_insights_status" end - create_table "investments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.jsonb "locked_attributes", default: {} - t.string "subtype" - t.datetime "updated_at", null: false - end - create_table "invitations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "accepted_at" - t.datetime "created_at", null: false t.string "email" - t.datetime "expires_at" - t.uuid "family_id", null: false - t.uuid "inviter_id", null: false t.string "role" t.string "token" - t.string "token_digest" + t.uuid "family_id", null: false + t.uuid "inviter_id", null: false + t.datetime "accepted_at" + t.datetime "expires_at" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "token_digest" t.index ["email", "family_id"], name: "index_invitations_on_email_and_family_id_pending", unique: true, where: "(accepted_at IS NULL)" t.index ["email"], name: "index_invitations_on_email" t.index ["family_id"], name: "index_invitations_on_family_id" @@ -1202,26 +1199,26 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "invite_codes", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.string "token", null: false - t.string "token_digest" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "token_digest" t.index ["token"], name: "index_invite_codes_on_token", unique: true t.index ["token_digest"], name: "index_invite_codes_on_token_digest", unique: true, where: "(token_digest IS NOT NULL)" end create_table "kraken_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_id", null: false - t.string "account_type" - t.datetime "created_at", null: false - t.string "currency" - t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "extra", default: {}, null: false - t.jsonb "institution_metadata" t.uuid "kraken_item_id", null: false t.string "name" + t.string "account_id", null: false + t.string "account_type" + t.string "currency" + t.decimal "current_balance", precision: 19, scale: 4 + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" + t.jsonb "extra", default: {}, null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["account_type"], name: "index_kraken_accounts_on_account_type" t.index ["kraken_item_id", "account_id"], name: "index_kraken_accounts_on_item_and_account_id", unique: true @@ -1229,40 +1226,40 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "kraken_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "family_id", null: false + t.string "name" + t.string "institution_name" + t.string "institution_domain" + t.string "institution_url" + t.string "institution_color" + t.string "status", default: "good", null: false + t.boolean "scheduled_for_deletion", default: false, null: false + t.boolean "pending_account_setup", default: false, null: false + t.datetime "sync_start_date" + t.jsonb "raw_payload" t.text "api_key" t.text "api_secret" - t.datetime "created_at", null: false - t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" - t.string "institution_name" - t.string "institution_url" t.bigint "last_nonce", default: 0, null: false - t.string "name" - t.boolean "pending_account_setup", default: false, null: false - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false, null: false - t.string "status", default: "good", null: false - t.datetime "sync_start_date" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_kraken_items_on_family_id" t.index ["status"], name: "index_kraken_items_on_status" end create_table "llm_usages", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.integer "cache_creation_tokens" - t.integer "cache_read_tokens" - t.integer "completion_tokens", default: 0, null: false - t.datetime "created_at", null: false - t.decimal "estimated_cost", precision: 10, scale: 6 t.uuid "family_id", null: false - t.jsonb "metadata", default: {} + t.string "provider", null: false t.string "model", null: false t.string "operation", null: false t.integer "prompt_tokens", default: 0, null: false - t.string "provider", null: false + t.integer "completion_tokens", default: 0, null: false t.integer "total_tokens", default: 0, null: false + t.decimal "estimated_cost", precision: 10, scale: 6 + t.jsonb "metadata", default: {} + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.integer "cache_creation_tokens" + t.integer "cache_read_tokens" t.index ["family_id", "created_at"], name: "index_llm_usages_on_family_id_and_created_at" t.index ["family_id", "operation"], name: "index_llm_usages_on_family_id_and_operation" t.index ["family_id"], name: "index_llm_usages_on_family_id" @@ -1272,69 +1269,69 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "loans", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.datetime "created_at", null: false - t.decimal "initial_balance", precision: 19, scale: 4 - t.decimal "interest_rate", precision: 10, scale: 3 - t.jsonb "locked_attributes", default: {} - t.string "rate_type" - t.string "subtype" - t.integer "term_months" t.datetime "updated_at", null: false + t.string "rate_type" + t.decimal "interest_rate", precision: 10, scale: 3 + t.integer "term_months" + t.decimal "initial_balance", precision: 19, scale: 4 + t.jsonb "locked_attributes", default: {} + t.string "subtype" end create_table "lunchflow_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_id" - t.string "account_status" - t.string "account_type" - t.datetime "created_at", null: false - t.string "currency" - t.decimal "current_balance", precision: 19, scale: 4 - t.boolean "holdings_supported", default: true, null: false - t.jsonb "institution_metadata" t.uuid "lunchflow_item_id", null: false t.string "name" + t.string "account_id" + t.string "currency" + t.decimal "current_balance", precision: 19, scale: 4 + t.string "account_status" t.string "provider" - t.jsonb "raw_holdings_payload" + t.string "account_type" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.boolean "holdings_supported", default: true, null: false + t.jsonb "raw_holdings_payload" t.index ["account_id"], name: "index_lunchflow_accounts_on_account_id" t.index ["lunchflow_item_id", "account_id"], name: "index_lunchflow_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)" t.index ["lunchflow_item_id"], name: "index_lunchflow_accounts_on_lunchflow_item_id" end create_table "lunchflow_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.text "api_key" - t.string "base_url" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false + t.string "institution_color" t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false t.datetime "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.text "api_key" + t.string "base_url" t.index ["family_id"], name: "index_lunchflow_items_on_family_id" t.index ["status"], name: "index_lunchflow_items_on_status" end create_table "merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "color" - t.datetime "created_at", null: false - t.uuid "family_id" - t.string "logo_url" t.string "name", null: false - t.string "provider_merchant_id" - t.string "source" - t.string "type", null: false + t.string "color" + t.uuid "family_id" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "logo_url" t.string "website_url" + t.string "type", null: false + t.string "source" + t.string "provider_merchant_id" t.index ["family_id", "name"], name: "index_merchants_on_family_id_and_name", unique: true, where: "((type)::text = 'FamilyMerchant'::text)" t.index ["family_id"], name: "index_merchants_on_family_id" t.index ["provider_merchant_id", "source"], name: "index_merchants_on_provider_merchant_id_and_source", unique: true, where: "((provider_merchant_id IS NOT NULL) AND ((type)::text = 'ProviderMerchant'::text))" @@ -1343,77 +1340,77 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "mercury_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_id", null: false - t.string "account_status" - t.string "account_type" - t.datetime "created_at", null: false - t.string "currency" - t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "institution_metadata" t.uuid "mercury_item_id", null: false t.string "name" + t.string "account_id", null: false + t.string "currency" + t.decimal "current_balance", precision: 19, scale: 4 + t.string "account_status" + t.string "account_type" t.string "provider" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["mercury_item_id", "account_id"], name: "index_mercury_accounts_on_item_and_account_id", unique: true t.index ["mercury_item_id"], name: "index_mercury_accounts_on_mercury_item_id" end create_table "mercury_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "base_url" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false + t.string "institution_color" t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false t.datetime "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" t.text "token" + t.string "base_url" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_mercury_items_on_family_id" t.index ["status"], name: "index_mercury_items_on_status" end create_table "messages", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "ai_model" t.uuid "chat_id", null: false + t.string "type", null: false + t.string "status", default: "complete", null: false t.text "content" + t.string "ai_model" t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.boolean "debug", default: false t.string "provider_id" t.boolean "reasoning", default: false - t.string "status", default: "complete", null: false - t.string "type", null: false - t.datetime "updated_at", null: false t.index ["chat_id"], name: "index_messages_on_chat_id" end create_table "mobile_devices", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "app_version" - t.datetime "created_at", null: false + t.uuid "user_id", null: false t.string "device_id" t.string "device_name" t.string "device_type" - t.datetime "last_seen_at" t.string "os_version" + t.string "app_version" + t.datetime "last_seen_at" + t.datetime "created_at", null: false t.datetime "updated_at", null: false - t.uuid "user_id", null: false t.index ["user_id", "device_id"], name: "index_mobile_devices_on_user_id_and_device_id", unique: true t.index ["user_id"], name: "index_mobile_devices_on_user_id" end create_table "notification_deliveries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.uuid "rule_id", null: false t.uuid "transaction_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["rule_id", "transaction_id"], name: "index_notification_deliveries_on_rule_and_transaction", unique: true t.index ["rule_id"], name: "index_notification_deliveries_on_rule_id" @@ -1421,30 +1418,30 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "oauth_access_grants", force: :cascade do |t| + t.string "resource_owner_id", null: false t.bigint "application_id", null: false - t.datetime "created_at", null: false + t.string "token", null: false t.integer "expires_in", null: false t.text "redirect_uri", null: false - t.string "resource_owner_id", null: false - t.datetime "revoked_at" t.string "scopes", default: "", null: false - t.string "token", null: false + t.datetime "created_at", null: false + t.datetime "revoked_at" t.index ["application_id"], name: "index_oauth_access_grants_on_application_id" t.index ["resource_owner_id"], name: "index_oauth_access_grants_on_resource_owner_id" t.index ["token"], name: "index_oauth_access_grants_on_token", unique: true end create_table "oauth_access_tokens", force: :cascade do |t| - t.bigint "application_id", null: false - t.datetime "created_at", null: false - t.integer "expires_in" - t.uuid "mobile_device_id" - t.string "previous_refresh_token", default: "", null: false - t.string "refresh_token" t.string "resource_owner_id" - t.datetime "revoked_at" - t.string "scopes" + t.bigint "application_id", null: false t.string "token", null: false + t.string "refresh_token" + t.integer "expires_in" + t.string "scopes" + t.datetime "created_at", null: false + t.datetime "revoked_at" + t.string "previous_refresh_token", default: "", null: false + t.uuid "mobile_device_id" t.index ["application_id"], name: "index_oauth_access_tokens_on_application_id" t.index ["mobile_device_id"], name: "index_oauth_access_tokens_on_mobile_device_id" t.index ["refresh_token"], name: "index_oauth_access_tokens_on_refresh_token", unique: true @@ -1453,29 +1450,29 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "oauth_applications", force: :cascade do |t| - t.boolean "confidential", default: true, null: false - t.datetime "created_at", null: false t.string "name", null: false - t.uuid "owner_id" - t.string "owner_type" + t.string "uid", null: false + t.string "secret", null: false t.text "redirect_uri", null: false t.string "scopes", default: "", null: false - t.string "secret", null: false - t.string "uid", null: false + t.boolean "confidential", default: true, null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.uuid "owner_id" + t.string "owner_type" t.index ["owner_id", "owner_type"], name: "index_oauth_applications_on_owner_id_and_owner_type" t.index ["uid"], name: "index_oauth_applications_on_uid", unique: true end create_table "oidc_identities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.jsonb "info", default: {} - t.string "issuer" - t.datetime "last_authenticated_at" + t.uuid "user_id", null: false t.string "provider", null: false t.string "uid", null: false + t.jsonb "info", default: {} + t.datetime "last_authenticated_at" + t.datetime "created_at", null: false t.datetime "updated_at", null: false - t.uuid "user_id", null: false + t.string "issuer" t.index ["issuer"], name: "index_oidc_identities_on_issuer" t.index ["provider", "uid"], name: "index_oidc_identities_on_provider_and_uid", unique: true t.index ["user_id"], name: "index_oidc_identities_on_user_id" @@ -1483,68 +1480,68 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "other_assets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.jsonb "locked_attributes", default: {} t.string "subtype" - t.datetime "updated_at", null: false end create_table "other_liabilities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.jsonb "locked_attributes", default: {} t.string "subtype" - t.datetime "updated_at", null: false end create_table "plaid_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.decimal "available_balance", precision: 19, scale: 4 - t.datetime "created_at", null: false - t.string "currency", null: false - t.decimal "current_balance", precision: 19, scale: 4 - t.string "mask" - t.string "name", null: false - t.string "plaid_id", null: false t.uuid "plaid_item_id", null: false - t.string "plaid_subtype" + t.string "plaid_id", null: false t.string "plaid_type", null: false - t.jsonb "raw_holdings_payload", default: {} - t.jsonb "raw_liabilities_payload", default: {} + t.string "plaid_subtype" + t.decimal "current_balance", precision: 19, scale: 4 + t.decimal "available_balance", precision: 19, scale: 4 + t.string "currency", null: false + t.string "name", null: false + t.string "mask" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.jsonb "raw_payload", default: {} t.jsonb "raw_transactions_payload", default: {} - t.datetime "updated_at", null: false + t.jsonb "raw_holdings_payload", default: {} + t.jsonb "raw_liabilities_payload", default: {} t.index ["plaid_item_id", "plaid_id"], name: "index_plaid_accounts_on_item_and_plaid_id", unique: true t.index ["plaid_item_id"], name: "index_plaid_accounts_on_plaid_item_id" end create_table "plaid_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "access_token" - t.string "available_products", default: [], array: true - t.string "billed_products", default: [], array: true - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_id" - t.string "institution_url" + t.string "access_token" + t.string "plaid_id", null: false t.string "name" t.string "next_cursor" - t.string "plaid_id", null: false - t.string "plaid_region", default: "us", null: false - t.jsonb "raw_institution_payload", default: {} - t.jsonb "raw_payload", default: {} t.boolean "scheduled_for_deletion", default: false - t.string "status", default: "good", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "available_products", default: [], array: true + t.string "billed_products", default: [], array: true + t.string "plaid_region", default: "us", null: false + t.string "institution_url" + t.string "institution_id" + t.string "institution_color" + t.string "status", default: "good", null: false + t.jsonb "raw_payload", default: {} + t.jsonb "raw_institution_payload", default: {} t.index ["family_id"], name: "index_plaid_items_on_family_id" t.index ["plaid_id"], name: "index_plaid_items_on_plaid_id", unique: true end create_table "properties", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "area_unit" - t.integer "area_value" t.datetime "created_at", null: false - t.jsonb "locked_attributes", default: {} - t.string "subtype" t.datetime "updated_at", null: false t.integer "year_built" + t.integer "area_value" + t.string "area_unit" + t.jsonb "locked_attributes", default: {} + t.string "subtype" end create_table "questrade_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| @@ -1598,24 +1595,24 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "recurring_transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.uuid "account_id" - t.decimal "amount", precision: 19, scale: 4, null: false - t.datetime "created_at", null: false - t.string "currency", null: false - t.uuid "destination_account_id" - t.decimal "expected_amount_avg", precision: 19, scale: 4 - t.decimal "expected_amount_max", precision: 19, scale: 4 - t.decimal "expected_amount_min", precision: 19, scale: 4 - t.integer "expected_day_of_month", null: false t.uuid "family_id", null: false - t.date "last_occurrence_date", null: false - t.boolean "manual", default: false, null: false t.uuid "merchant_id" - t.string "name" + t.decimal "amount", precision: 19, scale: 4, null: false + t.string "currency", null: false + t.integer "expected_day_of_month", null: false + t.date "last_occurrence_date", null: false t.date "next_expected_date", null: false - t.integer "occurrence_count", default: 0, null: false t.string "status", default: "active", null: false + t.integer "occurrence_count", default: 0, null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "name" + t.boolean "manual", default: false, null: false + t.decimal "expected_amount_min", precision: 19, scale: 4 + t.decimal "expected_amount_max", precision: 19, scale: 4 + t.decimal "expected_amount_avg", precision: 19, scale: 4 + t.uuid "account_id" + t.uuid "destination_account_id" t.index ["account_id"], name: "index_recurring_transactions_on_account_id" t.index ["destination_account_id"], name: "index_recurring_transactions_on_destination_account_id" t.index ["family_id", "account_id", "destination_account_id", "merchant_id", "amount", "currency"], name: "idx_recurring_txns_pair_merchant", unique: true, where: "((destination_account_id IS NOT NULL) AND (merchant_id IS NOT NULL))" @@ -1631,9 +1628,9 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "rejected_transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.uuid "inflow_transaction_id", null: false t.uuid "outflow_transaction_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["inflow_transaction_id", "outflow_transaction_id"], name: "idx_on_inflow_transaction_id_outflow_transaction_id_412f8e7e26", unique: true t.index ["inflow_transaction_id"], name: "index_rejected_transfers_on_inflow_transaction_id" @@ -1641,38 +1638,38 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "rule_actions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "action_type", null: false - t.datetime "created_at", null: false t.uuid "rule_id", null: false - t.datetime "updated_at", null: false + t.string "action_type", null: false t.string "value" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["rule_id"], name: "index_rule_actions_on_rule_id" end create_table "rule_conditions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "condition_type", null: false - t.datetime "created_at", null: false - t.string "operator", null: false - t.uuid "parent_id" t.uuid "rule_id" - t.datetime "updated_at", null: false + t.uuid "parent_id" + t.string "condition_type", null: false + t.string "operator", null: false t.string "value" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["parent_id"], name: "index_rule_conditions_on_parent_id" t.index ["rule_id"], name: "index_rule_conditions_on_rule_id" end create_table "rule_runs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.text "error_message" - t.datetime "executed_at", null: false - t.string "execution_type", null: false - t.integer "pending_jobs_count", default: 0, null: false t.uuid "rule_id", null: false t.string "rule_name" + t.string "execution_type", null: false t.string "status", null: false - t.integer "transactions_modified", default: 0, null: false - t.integer "transactions_processed", default: 0, null: false t.integer "transactions_queued", default: 0, null: false + t.integer "transactions_processed", default: 0, null: false + t.integer "transactions_modified", default: 0, null: false + t.integer "pending_jobs_count", default: 0, null: false + t.datetime "executed_at", null: false + t.text "error_message" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["executed_at"], name: "index_rule_runs_on_executed_at" t.index ["rule_id", "executed_at"], name: "index_rule_runs_on_rule_id_and_executed_at" @@ -1680,119 +1677,119 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "rules", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "family_id", null: false + t.string "resource_type", null: false + t.date "effective_date" t.boolean "active", default: false, null: false t.datetime "created_at", null: false - t.date "effective_date" - t.uuid "family_id", null: false - t.string "name" - t.string "resource_type", null: false t.datetime "updated_at", null: false + t.string "name" t.index ["family_id"], name: "index_rules_on_family_id" end create_table "securities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "country_code" + t.string "ticker", null: false + t.string "name" t.datetime "created_at", null: false - t.string "exchange_acronym" + t.datetime "updated_at", null: false + t.string "country_code" t.string "exchange_mic" + t.string "exchange_acronym" + t.string "logo_url" t.string "exchange_operating_mic" + t.boolean "offline", default: false, null: false t.datetime "failed_fetch_at" t.integer "failed_fetch_count", default: 0, null: false - t.date "first_provider_price_on" - t.string "kind", default: "standard", null: false t.datetime "last_health_check_at" - t.string "logo_url" - t.string "name" - t.boolean "offline", default: false, null: false - t.string "offline_reason" - t.string "price_provider" - t.string "ticker", null: false - t.datetime "updated_at", null: false t.string "website_url" + t.string "kind", default: "standard", null: false + t.string "price_provider" + t.string "offline_reason" + t.date "first_provider_price_on" t.index "upper((ticker)::text), COALESCE(upper((exchange_operating_mic)::text), ''::text)", name: "index_securities_on_ticker_and_exchange_operating_mic_unique", unique: true t.index ["country_code"], name: "index_securities_on_country_code" t.index ["exchange_operating_mic"], name: "index_securities_on_exchange_operating_mic" t.index ["kind"], name: "index_securities_on_kind" t.index ["price_provider", "offline_reason"], name: "index_securities_on_price_provider_and_offline_reason" t.index ["price_provider"], name: "index_securities_on_price_provider" - t.check_constraint "kind::text = ANY (ARRAY['standard'::character varying::text, 'cash'::character varying::text])", name: "chk_securities_kind" + t.check_constraint "kind::text = ANY (ARRAY['standard'::character varying, 'cash'::character varying]::text[])", name: "chk_securities_kind" end create_table "security_prices", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.string "currency", default: "USD", null: false t.date "date", null: false t.decimal "price", precision: 19, scale: 4, null: false - t.boolean "provisional", default: false, null: false - t.uuid "security_id" + t.string "currency", default: "USD", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.uuid "security_id" + t.boolean "provisional", default: false, null: false t.index ["security_id", "date", "currency"], name: "index_security_prices_on_security_id_and_date_and_currency", unique: true t.index ["security_id"], name: "index_security_prices_on_security_id" end create_table "sessions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.uuid "active_impersonator_session_id" - t.datetime "created_at", null: false - t.jsonb "data", default: {} - t.string "ip_address" - t.string "ip_address_digest" - t.jsonb "prev_transaction_page_params", default: {} - t.datetime "subscribed_at" - t.datetime "updated_at", null: false - t.string "user_agent" t.uuid "user_id", null: false + t.string "user_agent" + t.string "ip_address" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.uuid "active_impersonator_session_id" + t.datetime "subscribed_at" + t.jsonb "prev_transaction_page_params", default: {} + t.jsonb "data", default: {} + t.string "ip_address_digest" t.index ["active_impersonator_session_id"], name: "index_sessions_on_active_impersonator_session_id" t.index ["ip_address_digest"], name: "index_sessions_on_ip_address_digest" t.index ["user_id"], name: "index_sessions_on_user_id" end create_table "settings", force: :cascade do |t| + t.string "var", null: false + t.text "value" t.datetime "created_at", null: false t.datetime "updated_at", null: false - t.text "value" - t.string "var", null: false t.index ["var"], name: "index_settings_on_var", unique: true end create_table "simplefin_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "simplefin_item_id", null: false + t.string "name" t.string "account_id" - t.string "account_subtype" - t.string "account_type" - t.decimal "available_balance", precision: 19, scale: 4 - t.datetime "balance_date" - t.datetime "created_at", null: false t.string "currency" t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "extra" - t.string "name" - t.jsonb "org_data" - t.jsonb "raw_holdings_payload" + t.decimal "available_balance", precision: 19, scale: 4 + t.string "account_type" + t.string "account_subtype" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" - t.uuid "simplefin_item_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.datetime "balance_date" + t.jsonb "extra" + t.jsonb "org_data" + t.jsonb "raw_holdings_payload" t.index ["account_id"], name: "index_simplefin_accounts_on_account_id" t.index ["simplefin_item_id", "account_id"], name: "idx_unique_sfa_per_item_and_upstream", unique: true, where: "(account_id IS NOT NULL)" t.index ["simplefin_item_id"], name: "index_simplefin_accounts_on_simplefin_item_id" end create_table "simplefin_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.text "access_url" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.text "access_url" + t.string "name" t.string "institution_id" t.string "institution_name" t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false, null: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false t.string "status", default: "good" - t.date "sync_start_date" + t.boolean "scheduled_for_deletion", default: false + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.boolean "pending_account_setup", default: false, null: false + t.string "institution_domain" + t.string "institution_color" + t.date "sync_start_date" t.index ["family_id"], name: "index_simplefin_items_on_family_id" t.index ["institution_domain"], name: "index_simplefin_items_on_institution_domain" t.index ["institution_id"], name: "index_simplefin_items_on_institution_id" @@ -1801,118 +1798,118 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "snaptrade_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_number" - t.string "account_status" - t.string "account_type" - t.boolean "activities_fetch_pending", default: false - t.string "brokerage_name" - t.decimal "cash_balance", precision: 19, scale: 4 - t.datetime "created_at", null: false - t.string "currency" - t.decimal "current_balance", precision: 19, scale: 4 - t.jsonb "institution_metadata" - t.datetime "last_activities_sync" - t.datetime "last_holdings_sync" + t.uuid "snaptrade_item_id", null: false t.string "name" - t.string "provider" - t.jsonb "raw_activities_payload", default: [] - t.jsonb "raw_balances_payload", default: [] - t.jsonb "raw_holdings_payload", default: [] - t.jsonb "raw_payload" - t.jsonb "raw_transactions_payload" t.string "snaptrade_account_id" t.string "snaptrade_authorization_id" - t.uuid "snaptrade_item_id", null: false - t.date "sync_start_date" + t.string "account_number" + t.string "brokerage_name" + t.string "currency" + t.decimal "current_balance", precision: 19, scale: 4 + t.decimal "cash_balance", precision: 19, scale: 4 + t.string "account_status" + t.string "account_type" + t.string "provider" + t.jsonb "institution_metadata" + t.jsonb "raw_payload" + t.jsonb "raw_transactions_payload" + t.jsonb "raw_holdings_payload", default: [] + t.jsonb "raw_activities_payload", default: [] + t.datetime "last_holdings_sync" + t.datetime "last_activities_sync" + t.boolean "activities_fetch_pending", default: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.date "sync_start_date" + t.jsonb "raw_balances_payload", default: [] t.index ["snaptrade_item_id", "snaptrade_account_id"], name: "index_snaptrade_accounts_on_item_and_snaptrade_account_id", unique: true, where: "(snaptrade_account_id IS NOT NULL)" t.index ["snaptrade_item_id"], name: "index_snaptrade_accounts_on_snaptrade_item_id" end create_table "snaptrade_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "client_id" - t.string "consumer_key" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.datetime "last_synced_at" - t.string "name" - t.text "oauth_access_token" - t.text "oauth_refresh_token" - t.string "oauth_scope" - t.datetime "oauth_token_expires_at" - t.string "oauth_token_type" - t.boolean "pending_account_setup", default: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" + t.string "institution_color" + t.string "status", default: "good" t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false + t.datetime "sync_start_date" + t.datetime "last_synced_at" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.string "client_id" + t.string "consumer_key" t.string "snaptrade_user_id" t.string "snaptrade_user_secret" - t.string "status", default: "good" - t.datetime "sync_start_date" + t.text "oauth_access_token" + t.text "oauth_refresh_token" + t.string "oauth_token_type" + t.string "oauth_scope" + t.datetime "oauth_token_expires_at" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_snaptrade_items_on_family_id" t.index ["status"], name: "index_snaptrade_items_on_status" end create_table "sophtron_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "account_id", null: false - t.string "account_number_mask" - t.string "account_status" - t.string "account_sub_type" - t.string "account_type" - t.decimal "available_balance", precision: 19, scale: 4 - t.decimal "balance", precision: 19, scale: 4 - t.datetime "created_at", null: false - t.string "currency" - t.string "customer_id" - t.jsonb "institution_metadata" - t.datetime "last_updated" - t.boolean "manual_sync", default: false, null: false - t.string "member_id" + t.uuid "sophtron_item_id", null: false t.string "name", null: false + t.string "account_id", null: false + t.string "currency" + t.decimal "balance", precision: 19, scale: 4 + t.decimal "available_balance", precision: 19, scale: 4 + t.string "account_status" + t.string "account_type" + t.string "account_sub_type" + t.datetime "last_updated" + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" - t.uuid "sophtron_item_id", null: false + t.string "customer_id" + t.string "member_id" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "account_number_mask" + t.boolean "manual_sync", default: false, null: false t.index ["account_id"], name: "index_sophtron_accounts_on_account_id" t.index ["sophtron_item_id", "account_id"], name: "idx_unique_sophtron_accounts_per_item", unique: true t.index ["sophtron_item_id"], name: "index_sophtron_accounts_on_sophtron_item_id" end create_table "sophtron_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "family_id", null: false + t.string "name" + t.string "institution_id" + t.string "institution_name" + t.string "institution_domain" + t.string "institution_url" + t.string "institution_color" + t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.boolean "pending_account_setup", default: false + t.datetime "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.string "user_id", null: false t.string "access_key", null: false t.string "base_url" t.datetime "created_at", null: false - t.string "current_job_id" - t.uuid "current_job_sophtron_account_id" + t.datetime "updated_at", null: false t.string "customer_id" t.string "customer_name" - t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" - t.string "institution_id" - t.string "institution_name" - t.string "institution_url" + t.jsonb "raw_customer_payload" + t.string "user_institution_id" + t.string "current_job_id" t.string "job_status" + t.jsonb "raw_job_payload" t.text "last_connection_error" t.boolean "manual_sync", default: false, null: false - t.string "name" - t.boolean "pending_account_setup", default: false - t.jsonb "raw_customer_payload" - t.jsonb "raw_institution_payload" - t.jsonb "raw_job_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false - t.string "status", default: "good" - t.datetime "sync_start_date" - t.datetime "updated_at", null: false - t.string "user_id", null: false - t.string "user_institution_id" + t.uuid "current_job_sophtron_account_id" t.index ["current_job_sophtron_account_id"], name: "index_sophtron_items_on_current_job_sophtron_account_id" t.index ["customer_id"], name: "index_sophtron_items_on_customer_id" t.index ["family_id"], name: "index_sophtron_items_on_family_id" @@ -1921,14 +1918,14 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "sso_audit_logs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.string "event_type", null: false - t.string "ip_address" - t.jsonb "metadata", default: {}, null: false - t.string "provider" - t.datetime "updated_at", null: false - t.string "user_agent" t.uuid "user_id" + t.string "event_type", null: false + t.string "provider" + t.string "ip_address" + t.string "user_agent" + t.jsonb "metadata", default: {}, null: false + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.index ["created_at"], name: "index_sso_audit_logs_on_created_at" t.index ["event_type"], name: "index_sso_audit_logs_on_event_type" t.index ["user_id", "created_at"], name: "index_sso_audit_logs_on_user_id_and_created_at" @@ -1936,118 +1933,118 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "sso_providers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.string "strategy", null: false + t.string "name", null: false + t.string "label", null: false + t.string "icon" + t.boolean "enabled", default: true, null: false + t.string "issuer" t.string "client_id" t.string "client_secret" - t.datetime "created_at", null: false - t.boolean "enabled", default: true, null: false - t.string "icon" - t.string "issuer" - t.string "label", null: false - t.string "name", null: false t.string "redirect_uri" t.jsonb "settings", default: {}, null: false - t.string "strategy", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["enabled"], name: "index_sso_providers_on_enabled" t.index ["name"], name: "index_sso_providers_on_name", unique: true end create_table "subscriptions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.decimal "amount", precision: 19, scale: 4 - t.boolean "cancel_at_period_end", default: false, null: false - t.datetime "created_at", null: false - t.string "currency" - t.datetime "current_period_ends_at" t.uuid "family_id", null: false - t.string "interval" t.string "status", null: false t.string "stripe_id" + t.decimal "amount", precision: 19, scale: 4 + t.string "currency" + t.string "interval" + t.datetime "current_period_ends_at" t.datetime "trial_ends_at" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.boolean "cancel_at_period_end", default: false, null: false t.index ["family_id"], name: "index_subscriptions_on_family_id", unique: true end create_table "syncs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "cancel_requested_at" - t.datetime "completed_at" - t.datetime "created_at", null: false - t.jsonb "data" + t.string "syncable_type", null: false + t.uuid "syncable_id", null: false + t.string "status", default: "pending" t.string "error" - t.datetime "failed_at" + t.jsonb "data" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false t.uuid "parent_id" t.datetime "pending_at" - t.string "status", default: "pending" - t.text "sync_stats" - t.uuid "syncable_id", null: false - t.string "syncable_type", null: false t.datetime "syncing_at" - t.datetime "updated_at", null: false - t.date "window_end_date" + t.datetime "completed_at" + t.datetime "failed_at" t.date "window_start_date" + t.date "window_end_date" + t.text "sync_stats" + t.datetime "cancel_requested_at" t.index ["parent_id"], name: "index_syncs_on_parent_id" t.index ["status"], name: "index_syncs_on_status" t.index ["syncable_type", "syncable_id"], name: "index_syncs_on_syncable" end create_table "taggings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false t.uuid "tag_id", null: false - t.uuid "taggable_id" t.string "taggable_type" + t.uuid "taggable_id" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["tag_id"], name: "index_taggings_on_tag_id" t.index ["taggable_type", "taggable_id"], name: "index_taggings_on_taggable" end create_table "tags", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.string "color", default: "#e99537", null: false - t.datetime "created_at", null: false - t.uuid "family_id", null: false t.string "name" + t.string "color", default: "#e99537", null: false + t.uuid "family_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_tags_on_family_id" end create_table "tool_calls", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.jsonb "function_arguments" - t.string "function_name" - t.jsonb "function_result" t.uuid "message_id", null: false - t.string "provider_call_id" t.string "provider_id", null: false + t.string "provider_call_id" t.string "type", null: false + t.string "function_name" + t.jsonb "function_arguments" + t.jsonb "function_result" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["message_id"], name: "index_tool_calls_on_message_id" end create_table "trades", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.string "currency" - t.jsonb "extra", default: {}, null: false - t.decimal "fee", precision: 19, scale: 4, default: "0.0", null: false - t.string "investment_activity_label" - t.jsonb "locked_attributes", default: {} - t.decimal "price", precision: 19, scale: 10 - t.decimal "qty", precision: 24, scale: 8 t.uuid "security_id", null: false + t.decimal "qty", precision: 24, scale: 8 + t.decimal "price", precision: 19, scale: 10 + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "currency" + t.jsonb "locked_attributes", default: {} + t.string "investment_activity_label" + t.decimal "fee", precision: 19, scale: 4, default: "0.0", null: false + t.jsonb "extra", default: {}, null: false t.index ["extra"], name: "index_trades_on_extra", using: :gin t.index ["investment_activity_label"], name: "index_trades_on_investment_activity_label" t.index ["security_id"], name: "index_trades_on_security_id" end create_table "transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.uuid "category_id" t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.uuid "category_id" + t.uuid "merchant_id" + t.jsonb "locked_attributes", default: {} + t.string "kind", default: "standard", null: false t.string "external_id" t.jsonb "extra", default: {}, null: false t.string "investment_activity_label" - t.string "kind", default: "standard", null: false - t.jsonb "locked_attributes", default: {} - t.uuid "merchant_id" t.uuid "transfer_id" - t.datetime "updated_at", null: false t.index "(((extra -> 'goal'::text) ->> 'pledge_id'::text))", name: "ix_transactions_extra_goal_pledge_id", unique: true, where: "(((extra -> 'goal'::text) ->> 'pledge_id'::text) IS NOT NULL)" t.index ["category_id"], name: "index_transactions_on_category_id" t.index ["external_id"], name: "index_transactions_on_external_id" @@ -2060,11 +2057,11 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.decimal "amount", precision: 19, scale: 4, default: "0.0", null: false - t.datetime "created_at", null: false t.uuid "inflow_transaction_id", null: false - t.text "notes" t.uuid "outflow_transaction_id", null: false t.string "status", default: "pending", null: false + t.text "notes" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["inflow_transaction_id", "outflow_transaction_id"], name: "idx_on_inflow_transaction_id_outflow_transaction_id_8cd07a28bd", unique: true t.index ["inflow_transaction_id"], name: "index_transfers_on_inflow_transaction_id" @@ -2074,21 +2071,21 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "up_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "up_item_id", null: false + t.string "name", null: false t.string "account_id" - t.string "account_status" - t.string "account_type" - t.datetime "created_at", null: false t.string "currency", null: false t.decimal "current_balance", precision: 19, scale: 4 - t.boolean "ignored", default: false, null: false - t.jsonb "institution_metadata" - t.string "name", null: false + t.string "account_status" + t.string "account_type" t.string "ownership_type" t.string "provider" + t.boolean "ignored", default: false, null: false + t.jsonb "institution_metadata" t.jsonb "raw_payload" t.jsonb "raw_transactions_payload" t.date "sync_start_date" - t.uuid "up_item_id", null: false + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["account_id"], name: "index_up_accounts_on_account_id" t.index ["up_item_id", "account_id"], name: "index_up_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)" @@ -2096,57 +2093,57 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do end create_table "up_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.text "access_token" - t.datetime "created_at", null: false t.uuid "family_id", null: false - t.string "institution_color" - t.string "institution_domain" + t.string "name" t.string "institution_id" t.string "institution_name" + t.string "institution_domain" t.string "institution_url" - t.string "name" - t.boolean "pending_account_setup", default: false, null: false - t.jsonb "raw_institution_payload" - t.jsonb "raw_payload" - t.boolean "scheduled_for_deletion", default: false, null: false + t.string "institution_color" t.string "status", default: "good", null: false + t.boolean "scheduled_for_deletion", default: false, null: false + t.boolean "pending_account_setup", default: false, null: false t.date "sync_start_date" + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.text "access_token" + t.datetime "created_at", null: false t.datetime "updated_at", null: false t.index ["family_id"], name: "index_up_items_on_family_id" t.index ["status"], name: "index_up_items_on_status" end create_table "users", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.boolean "active", default: true, null: false - t.boolean "ai_enabled", default: false, null: false - t.datetime "created_at", null: false - t.uuid "default_account_id" - t.string "default_account_order", default: "name_asc" - t.string "default_period", default: "last_30_days", null: false - t.string "email" t.uuid "family_id", null: false t.string "first_name" - t.text "goals", default: [], array: true t.string "last_name" - t.uuid "last_viewed_chat_id" - t.string "locale" - t.datetime "onboarded_at" - t.string "otp_backup_codes", default: [], array: true - t.boolean "otp_required", default: false, null: false - t.string "otp_secret" + t.string "email" t.string "password_digest" - t.jsonb "preferences", default: {}, null: false - t.string "role", default: "member", null: false - t.datetime "rule_prompt_dismissed_at" - t.boolean "rule_prompts_disabled", default: false - t.datetime "set_onboarding_goals_at" - t.datetime "set_onboarding_preferences_at" - t.boolean "show_ai_sidebar", default: true - t.boolean "show_sidebar", default: true - t.string "theme", default: "system" - t.string "ui_layout" - t.string "unconfirmed_email" + t.datetime "created_at", null: false t.datetime "updated_at", null: false + t.string "role", default: "member", null: false + t.boolean "active", default: true, null: false + t.datetime "onboarded_at" + t.string "unconfirmed_email" + t.string "otp_secret" + t.boolean "otp_required", default: false, null: false + t.string "otp_backup_codes", default: [], array: true + t.boolean "show_sidebar", default: true + t.string "default_period", default: "last_30_days", null: false + t.uuid "last_viewed_chat_id" + t.boolean "show_ai_sidebar", default: true + t.boolean "ai_enabled", default: false, null: false + t.string "theme", default: "system" + t.boolean "rule_prompts_disabled", default: false + t.datetime "rule_prompt_dismissed_at" + t.text "goals", default: [], array: true + t.datetime "set_onboarding_preferences_at" + t.datetime "set_onboarding_goals_at" + t.string "default_account_order", default: "name_asc" + t.string "ui_layout" + t.jsonb "preferences", default: {}, null: false + t.string "locale" + t.uuid "default_account_id" t.string "webauthn_id" t.index ["default_account_id"], name: "index_users_on_default_account_id" t.index ["email"], name: "index_users_on_email", unique: true @@ -2160,33 +2157,33 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do create_table "valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.datetime "created_at", null: false - t.string "kind", default: "reconciliation", null: false - t.jsonb "locked_attributes", default: {} t.datetime "updated_at", null: false + t.jsonb "locked_attributes", default: {} + t.string "kind", default: "reconciliation", null: false end create_table "vehicles", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.datetime "created_at", null: false - t.jsonb "locked_attributes", default: {} - t.string "make" - t.string "mileage_unit" - t.integer "mileage_value" - t.string "model" - t.string "subtype" t.datetime "updated_at", null: false t.integer "year" + t.integer "mileage_value" + t.string "mileage_unit" + t.string "make" + t.string "model" + t.jsonb "locked_attributes", default: {} + t.string "subtype" end create_table "webauthn_credentials", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| - t.datetime "created_at", null: false - t.string "credential_id", null: false - t.datetime "last_used_at" + t.uuid "user_id", null: false t.string "nickname", null: false + t.string "credential_id", null: false t.text "public_key", null: false t.bigint "sign_count", default: 0, null: false t.string "transports", default: [], null: false, array: true + t.datetime "last_used_at" + t.datetime "created_at", null: false t.datetime "updated_at", null: false - t.uuid "user_id", null: false t.index ["credential_id"], name: "index_webauthn_credentials_on_credential_id", unique: true t.index ["user_id"], name: "index_webauthn_credentials_on_user_id" t.check_constraint "sign_count >= 0", name: "chk_webauthn_credentials_sign_count_non_negative" @@ -2347,7 +2344,7 @@ ActiveRecord::Schema[8.1].define(version: 2026_07_14_120000) do add_foreign_key "trades", "securities" add_foreign_key "transactions", "categories", on_delete: :nullify add_foreign_key "transactions", "merchants" - add_foreign_key "transactions", "transfers" + add_foreign_key "transactions", "transfers", column: "transfer_id" add_foreign_key "transfers", "transactions", column: "inflow_transaction_id", on_delete: :cascade add_foreign_key "transfers", "transactions", column: "outflow_transaction_id", on_delete: :cascade add_foreign_key "up_accounts", "up_items" diff --git a/docs/hosting/ai.md b/docs/hosting/ai.md index baf40b179..32912fc1d 100644 --- a/docs/hosting/ai.md +++ b/docs/hosting/ai.md @@ -48,22 +48,6 @@ The easiest way to get started with AI features in Sure is to use OpenAI: That's it! Sure will use OpenAI's with a default model (currently `gpt-4.1`) for all AI operations. -## Alternative: Codex Subscription OAuth - -Sure can send Responses API inference through a ChatGPT-backed Codex subscription instead of billing an OpenAI Platform API key: - -```bash -OPENAI_OAUTH_TOKEN=your-codex-oauth-access-token -# Optional when the account ID cannot be read from the token: -OPENAI_ACCOUNT_ID=your-chatgpt-account-id -# Optional; defaults to the current Codex default: -OPENAI_MODEL=gpt-5.6 -``` - -When `OPENAI_OAUTH_TOKEN` is present, it takes precedence over `OPENAI_ACCESS_TOKEN`. Sure sends requests to the Codex Responses endpoint and adds the ChatGPT account header required by subscription authentication. This credential is only used for LLM inference; it is not treated as a general OpenAI Platform API key for hosted vector stores or other Platform APIs. - -OAuth access tokens expire. Sign in again with an official Codex client and replace the configured token when that happens. Store the token like a password and never commit it to an environment file. - ## Local vs. Cloud Inference ### Cloud Inference (Recommended for Most Users) diff --git a/test/controllers/settings/hostings_controller_test.rb b/test/controllers/settings/hostings_controller_test.rb index 22e26478d..08191008c 100644 --- a/test/controllers/settings/hostings_controller_test.rb +++ b/test/controllers/settings/hostings_controller_test.rb @@ -25,7 +25,7 @@ class Settings::HostingsControllerTest < ActionDispatch::IntegrationTest teardown do # These tests persist global Setting.* values; reset them so state can't # leak into later (order-dependent) tests. - %i[openai_oauth_token openai_oauth_account_id anthropic_access_token anthropic_base_url anthropic_model llm_provider].each do |key| + %i[anthropic_access_token anthropic_base_url anthropic_model llm_provider].each do |key| Setting.public_send("#{key}=", nil) end end @@ -156,43 +156,6 @@ class Settings::HostingsControllerTest < ActionDispatch::IntegrationTest end end - test "can update Codex OAuth credentials when self hosting is enabled" do - with_self_hosting do - patch settings_hosting_url, params: { - setting: { - openai_oauth_token: "oauth-token", - openai_oauth_account_id: "account-123" - } - } - - assert_equal "oauth-token", Setting.openai_oauth_token - assert_equal "account-123", Setting.openai_oauth_account_id - end - end - - test "infers ChatGPT account ID from Codex OAuth token" do - payload = Base64.urlsafe_encode64({ - "https://api.openai.com/auth" => { "chatgpt_account_id" => "account-from-token" } - }.to_json, padding: false) - token = "header.#{payload}.signature" - - with_self_hosting do - patch settings_hosting_url, params: { setting: { openai_oauth_token: token } } - - assert_equal "account-from-token", Setting.openai_oauth_account_id - end - end - - test "ignores redacted Codex OAuth token placeholder" do - with_self_hosting do - Setting.openai_oauth_token = "previous-token" - - patch settings_hosting_url, params: { setting: { openai_oauth_token: "********" } } - - assert_equal "previous-token", Setting.openai_oauth_token - end - end - test "can update anthropic access token when self hosting is enabled" do with_self_hosting do patch settings_hosting_url, params: { setting: { anthropic_access_token: "fake-anthropic-key-for-tests" } } diff --git a/test/models/provider/github_test.rb b/test/models/provider/github_test.rb deleted file mode 100644 index 85bed0aff..000000000 --- a/test/models/provider/github_test.rb +++ /dev/null @@ -1,16 +0,0 @@ -require "test_helper" - -class Provider::GithubTest < ActiveSupport::TestCase - test "release notes cache is scoped to the configured repository" do - provider = Provider::Github.new - - Rails.cache.expects(:fetch) - .with("latest_github_release_notes/we-promise/sure", expires_in: Provider::Github::CACHE_TTL) - .yields - .returns(nil) - - provider.client.expects(:releases).with("we-promise/sure").returns([]) - - assert_nil provider.fetch_latest_release_notes - end -end diff --git a/test/models/provider/openai_test.rb b/test/models/provider/openai_test.rb index b3e51dd22..2db1013a4 100644 --- a/test/models/provider/openai_test.rb +++ b/test/models/provider/openai_test.rb @@ -8,51 +8,6 @@ class Provider::OpenaiTest < ActiveSupport::TestCase @subject_model = "gpt-4.1" end - test "decodes ChatGPT account ID from OAuth token claims" do - token = oauth_token_for("account-123") - - assert_equal "account-123", Provider::Openai.oauth_account_id(token) - end - - test "returns nil when OAuth token claims cannot be decoded" do - assert_nil Provider::Openai.oauth_account_id("not-a-jwt") - end - - test "configures Codex subscription endpoint and headers for OAuth" do - provider = Provider::Openai.new(oauth_token_for("account-123"), oauth: true) - client = provider.send(:client) - - assert provider.oauth? - refute provider.custom_provider? - assert provider.supports_responses_endpoint? - assert_equal Provider::Openai::CODEX_URI_BASE, client.uri_base - assert_equal "account-123", client.extra_headers["ChatGPT-Account-ID"] - assert_equal Provider::Openai::CODEX_ORIGINATOR, client.extra_headers["originator"] - assert_equal "OpenAI (Codex subscription)", provider.provider_name - end - - test "uses explicit account ID for opaque OAuth tokens" do - provider = Provider::Openai.new("opaque-token", oauth: true, account_id: "account-456") - - assert_equal "account-456", provider.send(:client).extra_headers["ChatGPT-Account-ID"] - end - - test "requires an account ID for opaque OAuth tokens" do - error = assert_raises(Provider::Openai::Error) do - Provider::Openai.new("opaque-token", oauth: true) - end - - assert_match(/ChatGPT account ID is required/, error.message) - end - - test "uses Codex default model when OAuth is configured" do - ClimateControl.modify("OPENAI_OAUTH_TOKEN" => oauth_token_for("account-123"), "OPENAI_MODEL" => nil) do - Setting.stubs(:openai_model).returns(nil) - - assert_equal Provider::Openai::CODEX_DEFAULT_MODEL, Provider::Openai.effective_model - end - end - test "openai errors are automatically raised" do VCR.use_cassette("openai/chat/error") do response = @openai.chat_response("Test", model: "invalid-model-that-will-trigger-api-error") @@ -549,14 +504,4 @@ class Provider::OpenaiTest < ActiveSupport::TestCase config.build_input(prompt: "hi", messages: [ { role: "user", content: "old" } ]) end end - - private - - def oauth_token_for(account_id) - header = Base64.urlsafe_encode64({ alg: "none", typ: "JWT" }.to_json, padding: false) - payload = Base64.urlsafe_encode64({ - "https://api.openai.com/auth" => { "chatgpt_account_id" => account_id } - }.to_json, padding: false) - "#{header}.#{payload}.signature" - end end diff --git a/test/models/provider/registry_test.rb b/test/models/provider/registry_test.rb index 709ab7528..48c3d2fdf 100644 --- a/test/models/provider/registry_test.rb +++ b/test/models/provider/registry_test.rb @@ -5,12 +5,10 @@ class Provider::RegistryTest < ActiveSupport::TestCase # Ensure no LLM provider is configured ClimateControl.modify( "OPENAI_ACCESS_TOKEN" => nil, - "OPENAI_OAUTH_TOKEN" => nil, "ANTHROPIC_ACCESS_TOKEN" => nil, "ANTHROPIC_API_KEY" => nil ) do Setting.stubs(:openai_access_token).returns(nil) - Setting.stubs(:openai_oauth_token).returns(nil) Setting.stubs(:anthropic_access_token).returns(nil) registry = Provider::Registry.for_concept(:llm) @@ -42,9 +40,8 @@ class Provider::RegistryTest < ActiveSupport::TestCase test "get_provider returns nil when provider not configured" do # Ensure OpenAI is not configured - ClimateControl.modify("OPENAI_ACCESS_TOKEN" => nil, "OPENAI_OAUTH_TOKEN" => nil) do + ClimateControl.modify("OPENAI_ACCESS_TOKEN" => nil) do Setting.stubs(:openai_access_token).returns(nil) - Setting.stubs(:openai_oauth_token).returns(nil) registry = Provider::Registry.for_concept(:llm) @@ -96,12 +93,10 @@ class Provider::RegistryTest < ActiveSupport::TestCase # Use stub_env helper which properly stubs ENV access ClimateControl.modify( "OPENAI_ACCESS_TOKEN" => "", - "OPENAI_OAUTH_TOKEN" => "", "OPENAI_URI_BASE" => "", "OPENAI_MODEL" => "" ) do Setting.stubs(:openai_access_token).returns("test-token-from-setting") - Setting.stubs(:openai_oauth_token).returns(nil) Setting.stubs(:openai_uri_base).returns(nil) Setting.stubs(:openai_model).returns(nil) @@ -113,22 +108,6 @@ class Provider::RegistryTest < ActiveSupport::TestCase end end - - test "openai provider uses Codex OAuth credentials when configured" do - ClimateControl.modify( - "OPENAI_OAUTH_TOKEN" => "oauth-token", - "OPENAI_ACCOUNT_ID" => "account-123", - "OPENAI_ACCESS_TOKEN" => "api-key", - "OPENAI_MODEL" => "gpt-5.6" - ) do - provider = Provider::Registry.get_provider(:openai) - - assert provider.oauth? - assert_equal "account-123", provider.send(:client).extra_headers["ChatGPT-Account-ID"] - assert_equal Provider::Openai::CODEX_URI_BASE, provider.send(:client).uri_base - end - end - test "preferred_llm_provider returns openai by default" do openai = mock("openai") Provider::Registry.stubs(:openai).returns(openai)