* **Add Coinbase integration with item and account management**
- Creates migrations for `coinbase_items` and `coinbase_accounts`.
- Adds models, controllers, views, and background tasks to support account linking, syncing, and transaction handling.
- Implements Coinbase API client and adapter for seamless integration.
- Supports ActiveRecord encryption for secure credential storage.
- Adds UI components for provider setup, account management, and synchronization.
* Localize Coinbase-related UI strings, refine account linking for security, and add timeouts to Coinbase API requests.
* Localize Coinbase account handling to support native currencies (USD, EUR, GBP, etc.) across balances, trades, holdings, and transactions.
* Improve Coinbase processing with timezone-safe parsing, native currency support, and immediate holdings updates.
* Improve trend percentage formatting and enhance race condition handling for Coinbase account linking.
* Fix log message wording for orphan cleanup
* Ensure `selected_accounts` parameter is sanitized by rejecting blank entries.
* Add tests for Coinbase integration: account, item, and controller coverage
- Adds unit tests for `CoinbaseAccount` and `CoinbaseItem` models.
- Adds integration tests for `CoinbaseItemsController`.
- Introduces Stimulus `select-all` controller for UI checkbox handling.
- Localizes UI strings and logging for Coinbase integration.
* Update test fixtures to use consistent placeholder API keys and secrets
* Refine `coinbase_item` tests to ensure deterministic ordering and improve scope assertions.
* Integrate `SyncStats::Collector` into Coinbase syncer to streamline statistics collection and enhance consistency.
* Localize Coinbase sync status messages and improve sync summary test coverage.
* Update `CoinbaseItem` encryption: use deterministic encryption for `api_key` and standard for `api_secret`.
* fix schema drift
* Beta labels to lower expectations
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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add backup service to Docker Compose configuration
* Add backup_data volume to Docker Compose examples
* Add backup profiles and update backup volume path in Docker Compose examples
* Linter likes those spaces in brackets
* Switch to `stable` tags for sure
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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* First commit
* Use subscription flow for monetary contributions
* Removed only part of the SPAN
* Localize Stripe payments message
* More localization of contribution strings
* Missed two billing to payment changes
* Fix tests
* Localization of "Open Demo" strings
* Fix grammar error
* Update for consistency
* Localize CTA
* More localilzation strings
* Rename billing to payment throughout the codebase
This change updates terminology from "billing" to "payment" to better
reflect that these are contributions/payments rather than bills.
Changes include:
- Rename BillingsController to PaymentsController
- Rename billing_email to payment_email
- Rename next_billing_date to next_payment_date
- Rename create_billing_portal_session_url to create_payment_portal_session_url
- Update routes from billing to payment
- Update all 12 locale files with new terminology
- Update views, helpers, and tests
* Update app/views/subscriptions/upgrade.html.erb
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
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Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
* Implement a setting to retrieve high res logos
* Update _brand_fetch_settings.html.erb
* Add fallback for stock tickers also to use Brandfetch
* Update security.rb
* Update toggle logic for high-res logos setting
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Update security.rb
* Update security.rb
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Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* feat(settings): split imports and exports
* feat(security): sanitize pagination params to prevent abuse
* fix(settings): fix syntax in settings nav
* feat(settings): internationalize family_exports and imports UI strings
* fix(settings): fix coderabbit review
* fix(settings): fix coderabbit review
* fix(settings): fix coderabbit review
* Change default per_page value from 20 to 10
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Add `/family_export` to navigation
* Consistency with old defaults
* Align `safe_per_page` even if not DRY
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Signed-off-by: Julien Orain <julien.orain@gmail.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: JulienOrain <your-github-email@example.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* feat: Add subcategory breakdown to Cash Flow and Reports
Implements Discussion #546 - adds hierarchical category/subcategory
visualization to both the Sankey chart and Reports breakdown tables.
Sankey chart changes:
- Income: subcategory → parent category → Cash Flow
- Expense: Cash Flow → parent category → subcategory
- Extracted process_category_totals helper to DRY up income/expense logic
Reports breakdown changes:
- Subcategories display nested under parent categories
- Smaller dots and indented rows for visual hierarchy
- Extracted _breakdown_table partial to eliminate duplication
* fix: Dynamic node padding for Sankey chart with many nodes
- Add dynamic nodePadding calculation to prevent padding from dominating
chart height when there are many subcategory nodes
- Extract magic numbers to static constants for configuration
- Decompose monolithic #draw() into focused methods
- Consolidate duplicate tooltip/currency formatting code
- Modernize syntax with spread operators and optional chaining
* fix: Hide overlapping Sankey labels, show on hover
- Add label overlap detection by grouping nodes by column depth
- Hide labels that would overlap with adjacent nodes
- Show hidden labels on hover (node rectangle or connected links)
- Add hover events to node rectangles (not just text)
* fix: Use deterministic fallback colors for categories
- Replace Category::COLORS.sample with Category::UNCATEGORIZED_COLOR
for income categories in Sankey chart (was producing different colors
on each page load)
- Add nil color fallback in reports_controller for parent and root
categories
Addresses CodeRabbit review feedback.
* fix: Expand CSS variable map for d3 color manipulation
Add hex mappings for commonly used CSS variables so d3 can manipulate
opacity for gradients and hover effects:
- var(--color-destructive) -> #EC2222
- var(--color-gray-400) -> #9E9E9E
- var(--color-gray-500) -> #737373
* test: Add tests for subcategory breakdown in dashboard and reports
- Test dashboard renders Sankey chart with parent/subcategory transactions
- Test reports groups transactions by parent and subcategories
- Test reports handles categories with nil colors
- Use EntriesTestHelper#create_transaction for cleaner test setup
* Fix lint: use Number.NEGATIVE_INFINITY
* Remove obsolete nil color test
Category model now validates color presence, so nil color categories
cannot exist. The fallback handling in reports_controller is still in
place but the scenario is unreachable.
* Update reports_controller.rb
* FIX trade category
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Co-authored-by: sokie <sokysrm@gmail.com>
* Refactor: Enhance cash balance calculation and holdings management with money market classification and provider-sourced data handling
* Fix: Clear fixture holdings in test to ensure clean creation and update raw_holdings_payload format
---------
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
* Suggest to use .env.example
it's easier to start with a pre-done file than search for info about each configuration
* added paragraph to tell how to activate https
* fix type.
As there was 2 space, I assumed there should be a line break
* Corrects minor typos in HTTPS documentation
Addresses a couple of minor typographical errors in the HTTPS documentation section, improving clarity and readability for users setting up HTTPS.
* Clarifies .env setup in Docker documentation
Corrects grammar and improves clarity in the Docker documentation regarding obtaining the `.env.example` file for initial configuration.
* Fixes typo in HTTPS documentation
Corrects a grammatical error in the Docker HTTPS setup guide, improving clarity for users configuring SSL.
* Enhance security handling logic:
- Prioritize user's country in sorting securities and country codes.
- Add comprehensive mapping for MIC codes to user-friendly exchange names.
- Revamp combobox to consistently pull from a provider when available.
- Improve handling of custom ticker and exchange input fields.
* Localize securities combobox display and exchange labels.
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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
