* feat: Add table-divider class and use it in investments summary section
* fix: manage dark-theme variant
* feat: apply table-divider to other tables
* refactor: use rem instead of px for table-divider class
Ensure accessible_account_ids filtering is applied whenever account scope is provided, including empty arrays, so users with no shared accounts cannot see family-wide transactions.
Also make totals robust when scoped queries return no rows and add regression tests for both visibility and totals behavior with empty accessible account lists.
* Optimize UI in budget
* update locales
* Optimize UI
* optimize suggested_daily_spending
* try over_budget and on_track
* update locale
* optimize
* add budgets_helper.rb
* fix
* hide no buget and no expense sub-catogory
* Optimize
* Optimize button on phone
* Fix Pipelock CI noise
* using section to render both overbudget and onTrack
* hide last ruler
* fix
* update test
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Move debug logs button from Home to Settings page, remove refresh/logout from Home AppBar
- Remove Debug Logs, Refresh, and Sign Out buttons from DashboardScreen AppBar
- Add Debug Logs ListTile entry in SettingsScreen under app info section
- Remove unused _handleLogout method from DashboardScreen
- Remove unused log_viewer_screen.dart import from DashboardScreen
https://claude.ai/code/session_017XQZdaEwUuRS75tJMcHzB9
* Add category picker to Android transaction form
Implements category selection when creating transactions in the mobile app.
Uses the existing /api/v1/categories endpoint to fetch categories and sends
category_id when creating transactions via the API.
New files:
- Category model, CategoriesService, CategoriesProvider
Updated:
- Transaction/OfflineTransaction models with categoryId/categoryName
- TransactionsService/Provider to pass category_id
- DB schema v2 migration for category columns
- TransactionFormScreen with category dropdown in "More" section
Closes#78https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Fix ambiguous Category import in CategoriesProvider
Hide Flutter's built-in Category annotation from foundation.dart
to resolve name collision with our Category model.
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Add category filter on Dashboard, clear categories on data reset, fix ambiguous imports
- Add CategoryFilter widget (horizontal chip row like CurrencyFilter)
- Show category filter on Dashboard below currency filter (2nd row)
- Add "Show Category Filter" toggle in Settings > Display section
- Clear CategoriesProvider on "Clear Local Data" and "Reset Account"
- Fix Category name collision: hide Flutter's Category from material.dart
- Add getShowCategoryFilter/setShowCategoryFilter to PreferencesService
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Fix Category name collision using prefixed imports
Use 'import as models' instead of 'hide Category' to avoid
undefined_hidden_name warnings with flutter/material.dart.
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Fix duplicate column error in SQLite migration
Check if category_id/category_name columns exist before running
ALTER TABLE, preventing crashes when the DB was already at v2
or the migration had partially succeeded.
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Move CategoryFilter from dashboard to transaction list screen
CategoryFilter was filtering accounts on the dashboard but accounts
are already grouped by type. Moved it to TransactionsListScreen where
it filters transactions by category, which is the correct placement.
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Add category tag badge next to transaction name
Shows an oval-bordered category label after each transaction's
name for quick visual identification of transaction types.
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Address review findings for category feature
1. Category.fromJson now recursively parses parent chain;
displayName walks all ancestors (e.g. "Grandparent > Parent > Child")
2. CategoriesProvider.fetchCategories guards against concurrent/duplicate
calls by checking _isLoading and _hasFetched early
3. CategoryFilter chips use displayName to distinguish subcategories
4. Transaction badge resolves full displayName from CategoriesProvider
with overflow ellipsis for long paths
5. Offline storage preserves local category values when server response
omits them (coalesce with ??)
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Fix missing closing brace in PreferencesService causing theme_provider analyze errors
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
* Fix sync category upload, empty-state refresh, badge reactivity, and preferences syntax
- Add categoryId to SyncService pending transaction upload payload
- Replace non-scrollable Center with ListView for empty filter state so
RefreshIndicator works when no transactions match
- Use listen:true for CategoriesProvider in badge display so badges
rebuild when categories finish loading
- Fix missing closing brace in PreferencesService.setShowCategoryFilter
https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* feat: add currency management for families with enabled currencies
* feat: update currency selection logic and improve accessibility
* feat: update currency preferences to use group moniker in titles
---------
Signed-off-by: Ang Wei Feng (Ted) <hello@tedawf.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Ipv6 support
* Proper fix for containers, dev and local
* Edits similar to non-AI compose file
---------
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Skip the accessible_account_ids filter when the array is empty, preventing
Rails from creating a "none" relation that causes .take to return nil.
An empty [] is truthy in Ruby, so `if accessible_account_ids` was applying
a WHERE account_id IN () clause that matched nothing.
Fixes#1452
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* fix(enable-banking): refactor error handling and add missing GIN index
* fix(enable-banking): handle wrapped network errors and fix concurrent index migration
* fix(enable-banking): extract network errors to frozen constant
* fix(enable-banking): consolidate error handling and enforce strict localization
* fix(enable-banking): improve sync error handling and fix invalid test status
* test(enable_banking): use OpenStruct instead of mock for provider
* Fix trade drawer header width regression
Wrap the trade header partial in a grow/min-w-0 container inside the custom dialog header row so overview disclosure rows stretch to available width instead of shrinking to content.
Confirmed via git blame that this layout behavior predates PR #1248 and is tied to the custom header flex layout introduced in commit 7ae9077.
* Overlay trade drawer close button to preserve content width
Render the close button absolutely in the custom header instead of as a flex sibling of the full trades header partial. This prevents the button column from shrinking the overview section width and leaving a persistent right-side gutter.
* Fix demo refresh email config lookup
Use indifferent access when reading demo config so the refresh job works whether config keys are strings or symbols. Add a regression test covering symbol-keyed config_for output.
* Remove unnecessary blank line in test file
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Binance as securities provider
* Disable twelve data crypto results
* Add logo support and new currency pairs
* FIX importer fallback
* Add price clamping and optiimize retrieval
* Review
* Update adding-a-securities-provider.md
* day gap miss fix
* New fixes
* Brandfetch doesn't support crypto. add new CDN
* Update _investment_performance.html.erb
* feat(mobile): render assistant messages as markdown, keep user text plain
Add flutter_markdown dependency and conditionally render chat bubbles:
- User messages use plain Text to avoid formatting markdown characters
- Assistant messages use MarkdownBody with styled headings, bold, italic,
lists and code blocks matching the existing color scheme
- Bump Dart SDK constraint to >=3.3.0 to satisfy flutter_markdown 0.7.2
* fix(mobile): address markdown rendering review comments
- Extract MarkdownStyleSheet into _markdownStyle() helper to avoid
rebuilding TextStyles on every message render
- Replace deprecated imageBuilder with sizedImageBuilder; block http/https
image URIs to prevent unsolicited remote fetches from AI-generated content
- Commit updated pubspec.lock with flutter_markdown 0.7.2 resolved
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* Fix tests
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* test push
* remove test file
* docs: add Yahoo Finance IPv6 troubleshooting note to compose.example.yml
In Podman/IPv6 environments, DNS may resolve fc.yahoo.com to an IPv6
address first. Since IPv6 is often not configured in containers, the
connection hangs instead of falling back to IPv4.
Thanks to @IndicareLeve for identifying and sharing the fix.
* Revise IPv6 connection notes in compose.example.yml
Light edits
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: SureBot <sure-bot@we-promise.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Update _balance_sheet.html.erb
Update Balance Sheet to work on iPhone Pro Max without scrolling
Signed-off-by: Derek Brown <browndw4@gmail.com>
* Update _group_weight.html.erb
Make the % icon smaller (5 bars not 10) to fit better on smaller format devices
Signed-off-by: Derek Brown <browndw4@gmail.com>
* Update _group_weight.html.erb
Resolve Codex comment
Signed-off-by: Derek Brown <browndw4@gmail.com>
* Update _balance_sheet.html.erb
Increasing width of the weight column
Signed-off-by: Derek Brown <browndw4@gmail.com>
---------
Signed-off-by: Derek Brown <browndw4@gmail.com>
* feat(select): improve merchant dropdown behavior and placement controls
- add configurable menu_placement strategy to DS::Select (auto/down/up) with safe normalization
forward menu_placement through StyledFormBuilder#collection_select
- force Merchant dropdown to open downward in transaction create and editor forms
- fix select option/search text contrast by applying text-primary in DS select menu
- prevent form jump on open by scrolling only inside dropdown content instead of using scrollIntoView
- clamp internal dropdown scroll to valid bounds for stability
- refactor select controller placement logic for readability (placementMode, clamp) without changing behavior
* set menu_placement=auto for metchant selector
* feat: add Binance support (Items, Accounts, Importers, Processor, and Sync)
* refactor: deduplicate 'stablecoins' constant and push stale_rate filter to SQL
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
