Commit Graph

655 Commits

Author SHA1 Message Date
LPW
320e087a22 Add support for displaying and managing legacy SSO providers (#628)
* feat: add support for displaying and managing legacy SSO providers

- Introduced UI section for environment/YAML-configured SSO providers.
- Added warnings and guidance on migrating legacy providers to database-backed configuration.
- Enhanced localization with new keys for legacy provider management.
- Updated form and toggle components for improved usability.

* Expand SSO documentation: add SAML 2.0 support, JIT provisioning settings, super-admin setup steps, audit logging, and user administration details.

* Update JIT provisioning docs: clarify role mapping behavior and add examples; note new `logout_idp` audit log event.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-13 09:37:19 +01:00
soky srm
064833621e Merge pull request #538 from luckyPipewrench/sso-upgrades
Multi-provider SSO with admin UI and SAML support
2026-01-12 15:38:59 +01:00
soky srm
66d83c5c21 Merge pull request #618 from alessiocappa/FT-AddAutoSyncOptions
feat: Add automatic sync settings
2026-01-12 15:12:16 +01:00
soky srm
25ac822308 Reports print functionality (#622)
* Print initial impl

* Try to keep the bigger section together

* /* Tufte-inspired Print Report Styles */

* styling

* I8n

* Move print styling out.

* FIX unrelated test ordering

on line 53 - import.rows.first doesn't guarantee ordering. Without an explicit ORDER BY, the database may return rows in any order.

* Update print-report.css

* Update print.html.erb

* pass data to view

* Update index.html.erb

* Fix ERB helpers

* Update reports_helper.rb
2026-01-12 14:40:30 +01:00
LPW
bbaf7a06cc Add cost basis source tracking with manual override and lock protection (#623)
* Add cost basis tracking and management to holdings

- Added migration to introduce `cost_basis_source` and `cost_basis_locked` fields to `holdings`.
- Implemented backfill for existing holdings to set `cost_basis_source` based on heuristics.
- Introduced `Holding::CostBasisReconciler` to manage cost basis resolution logic.
- Added user interface components for editing and locking cost basis in holdings.
- Updated `materializer` to integrate reconciliation logic and respect locked holdings.
- Extended tests for cost basis-related workflows to ensure accuracy and reliability.

* Fix cost basis calculation in holdings controller

- Ensure `cost_basis` is converted to decimal for accurate arithmetic.
- Fix conditional check to properly validate positive `cost_basis`.

* Improve cost basis validation and error handling in holdings controller

- Allow zero as a valid cost basis for gifted/inherited shares.
- Add error handling with user feedback for invalid cost basis values.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-12 14:05:46 +01:00
LPW
fa78e1d292 Improve handling of cost_basis during holding materialization and display (#619)
- Refactored `persist_holdings` to separate and conditionally upsert holdings with and without cost_basis.
- Updated `avg_cost` logic to treat 0 cost_basis as unknown and return nil when cost_basis cannot be determined.
- Modified trend and investment calculation to exclude holdings with unknown cost_basis.
- Adjusted `average_cost` formatting to handle nil values in API responses and views.
- Added comprehensive tests to ensure cost_basis preservation and fallback behavior.
- Localized `unknown` label for display when cost_basis is unavailable.

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-11 23:58:51 +01:00
Alessio Cappa
5b74e8d90b feat: Add parameters in setting to enable/disable auto-sync and define timing 2026-01-11 19:42:35 +01:00
soky srm
d9eaec7669 FIX reports page AI chat (#614)
_trends_insights.html.erb has 8 opening <div> but 9 closing </div>
this caused AI sidebar to render in main BODY div
2026-01-11 16:59:52 +01:00
Juan José Mata
38f4c2222c Revert "Add print stylesheet for reports page (#499)" (#609)
This reverts commit 7915fee62c.
2026-01-11 11:08:20 +01:00
soky srm
a5bccaf2a1 Generic LLMs improvements (#605)
* Generic LLMs improvements

  1. app/models/provider/openai/auto_categorizer.rb:535-540
  - If description is blank, now falls back to merchant name

  2. app/models/provider/openai/auto_merchant_detector.rb:492-498
  - Now includes merchant first, then description (joined with " - ")

* FIX linter
2026-01-11 10:32:03 +01:00
soky srm
5eb4ca29c3 CSV drag&drop styling fixes (#604)
* CSV drop improvements

* FIX flex is fine
2026-01-10 22:02:28 +01:00
LPW
3658e812a8 Add pending transaction handling and duplicate reconciliation logic (#602)
* Add pending transaction handling and duplicate reconciliation logic

- Implemented logic to exclude pending transactions from budgets and analytics calculations.
- Introduced mechanisms for reconciling pending transactions with posted versions.
- Added duplicate detection with support for merging or dismissing matches.
- Updated transaction search filters to include a `status_filter` for pending/confirmed transactions.
- Introduced UI elements for reviewing and resolving duplicates.
- Enhanced `ProviderSyncSummary` with stats for reconciled and stale pending transactions.

* Refactor translation handling and enhance transaction and sync logic

- Moved hardcoded strings to locale files for improved translation support.
- Refined styling for duplicate transaction indicators and sync summaries.
- Improved logic for excluding stale pending transactions and updating timestamps on batch exclusion.
- Added unique IDs to status filters for better element targeting in UI.
- Optimized database queries to avoid N+1 issues in stale pending calculations.

* Add sync settings and enhance pending transaction handling

- Introduced a new "Sync Settings" section in hosting settings with UI to toggle inclusion of pending transactions.
- Updated handling of pending transactions with improved inference logic for `posted=0` and `transacted_at` in processors.
- Added priority order for pending transaction inclusion: explicit argument > environment variable > runtime configurable setting.
- Refactored settings and controllers to store updated sync preferences.

* Refactor sync settings and pending transaction reconciliation

- Extracted logic for pending transaction reconciliation, stale exclusion, and unmatched tracking into dedicated methods for better maintainability.
- Updated sync settings to infer defaults from multiple provider environment variables (`SIMPLEFIN_INCLUDE_PENDING`, `PLAID_INCLUDE_PENDING`).
- Refined UI and messaging to handle multi-provider configurations in sync settings.

# Conflicts:
#	app/models/simplefin_item/importer.rb

* Debounce transaction reconciliation during imports

- Added per-run reconciliation debouncing to prevent repeated scans for the same account during chunked history imports.
- Trimmed size of reconciliation stats to retain recent details only.
- Introduced error tracking for reconciliation steps to improve UI visibility of issues.

* Apply ABS() in pending transaction queries and improve error handling

- Updated pending transaction logic to use ABS() for consistent handling of negative amounts.
- Adjusted amount bounds calculations to ensure accuracy for both positive and negative values.
- Refined exception handling in `merge_duplicate` to log failures and update user alert.
- Replaced `Date.today` with `Date.current` in tests to ensure timezone consistency.
- Minor optimization to avoid COUNT queries by loading limited records directly.

* Improve error handling in duplicate suggestion and dismissal logic

- Added exception handling for `store_duplicate_suggestion` to log failures and prevent crashes during fuzzy/low-confidence matches.
- Enhanced `dismiss_duplicate` action to handle `ActiveRecord::RecordInvalid` and display appropriate user alerts.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-10 20:11:00 +01:00
Josh Waldrep
238fa8e0ca Merge remote-tracking branch 'upstream/main' into sso-upgrades
# Conflicts:
#	app/views/simplefin_items/_simplefin_item.html.erb
#	db/schema.rb
2026-01-10 11:57:23 -05:00
Carlos Adames
b56dbdb9eb Feat: /import endpoint & drag-n-drop imports (#501)
* Implement API v1 Imports controller

- Add Api::V1::ImportsController with index, show, and create actions
- Add Jbuilder views for index and show
- Add integration tests
- Implement row generation logic in create action
- Update routes

* Validate import account belongs to family

- Add validation to Import model to ensure account belongs to the same family
- Add regression test case in Api::V1::ImportsControllerTest

* updating docs to be more detailed

* Rescue StandardError instead of bare rescue in ImportsController

* Optimize Imports API and fix documentation

- Implement rows_count counter cache for Imports
- Preload rows in Api::V1::ImportsController#show
- Update documentation to show correct OAuth scopes

* Fix formatting in ImportsControllerTest

* Permit all import parameters and fix unknown attribute error

* Restore API routes for auth, chats, and messages

* removing pr summary

* Fix trailing whitespace and configured? test failure

- Update Import#configured? to use rows_count for performance and consistency
- Mock rows_count in TransactionImportTest
- Fix trailing whitespace in migration

* Harden security and fix mass assignment in ImportsController

- Handle type and account_id explicitly in create action
- Rename import_params to import_config_params for clarity
- Validate type against Import::TYPES

* Fix MintImport rows_count update and migration whitespace

- Update MintImport#generate_rows_from_csv to update rows_count counter cache
- Fix trailing whitespace and final newline in AddRowsCountToImports migration

* Implement full-screen Drag and Drop CSV import on Transactions page

- Add DragAndDropImport Stimulus controller listening on document
- Add full-screen overlay with icon and text to Transactions index
- Update ImportsController to handle direct file uploads via create action
- Add system test for drag and drop functionality

* Implement Drag and Drop CSV upload on Import Upload page

- Add drag-and-drop-import controller to import/uploads/show
- Add full-screen overlay to import/uploads/show
- Annotate upload form and input with drag-and-drop targets
- Add PR_SUMMARY.md

* removing pr summary

* Add file validation to ImportsController

- Validate file size (max 10MB) and MIME type in create action
- Prevent memory exhaustion and invalid file processing
- Defined MAX_CSV_SIZE and ALLOWED_MIME_TYPES in Import model

* Refactor dragLeave logic with counter pattern to prevent flickering

* Extract shared drag-and-drop overlay partial

- Create app/views/imports/_drag_drop_overlay.html.erb
- Update transactions/index and import/uploads/show to use the partial
- Reduce code duplication in views

* Update Brakeman and harden ImportsController security

- Update brakeman to 7.1.2
- Explicitly handle type assignment in ImportsController#create to avoid mass assignment
- Remove :type from permitted import parameters

* Fix trailing whitespace in DragAndDropImportTest

* Don't commit LLM comments as file

* FIX add api validation

---------

Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: sokie <sokysrm@gmail.com>
2026-01-10 16:39:18 +01:00
soky srm
a4f70f4d4a Support uncategorized investments (#593)
* Support uncategorized investments

* FIX sankey id collision

* Fix reports

* Fix hardcoded string and i8n

* FIX plurals

* Remove spending patterns section

add net worth section to reports
2026-01-09 19:45:42 +01:00
soky srm
76dc91377c Merchants improvements (#594)
* FIX logos

* Implement merchant mods

* FIX confirm issue

* FIX linter

* Add recently seen merchants to re-add if needed

* Update merge.html.erb

* FIX do security check

* Add error handling for update failures.
2026-01-09 19:38:04 +01:00
LPW
140ea78b0e Add global sync summary component for all providers (#588)
* Add shared sync statistics collection and provider sync summary UI

- Introduced `SyncStats::Collector` concern to centralize sync statistics logic, including account, transaction, holdings, and health stats collection.
- Added collapsible `ProviderSyncSummary` component for displaying sync summaries across providers.
- Updated syncers (e.g., `LunchflowItem::Syncer`) to use the shared collector methods for consistent stats calculation.
- Added rake tasks under `dev:sync_stats` for testing and development purposes, including fake stats generation with optional issues.
- Enhanced provider-specific views to include sync summaries using the new shared component.

* Refactor `ProviderSyncSummary` to improve maintainability

- Extracted `severity_color_class` to simplify severity-to-CSS mapping.
- Replaced `holdings_label` with `holdings_label_key` for streamlined localization.
- Updated locale file to separate `found` and `processed` translations for clarity.

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-09 19:26:37 +01:00
soky srm
ca4fb7995c Implement holdings for lunch flow (#590)
* Implement holdings for lunch flow

* Implement holdings function call
2026-01-09 13:14:14 +01:00
soky srm
6ebe8da928 Add investment tracking to expenses (#381)
* Add investment tracking to expenses

Add new sections to dashboard and reporting around investments.

* Create investment-integration-assessment.md

* Delete .claude/settings.local.json

Signed-off-by: soky srm <sokysrm@gmail.com>

* Category trades

* Simplify

* Simplification and test fixes

* FIX merge

* Update views

* Update 20251125141213_add_category_to_trades.rb

* FIX tests

* FIX statements and account status

* cleanup

* Add default cat for csv imports

* Delete docs/roadmap/investment-integration-assessment.md

Signed-off-by: soky srm <sokysrm@gmail.com>

* Update trend calculation

Use already existing column cost basis for trend calculation
   - Current value: qty * price (already stored as amount)
  - Cost basis total: qty * cost_basis
  - Unrealized gain: current value - cost basis total
Fixes N+1 query also

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
2026-01-09 13:03:40 +01:00
LPW
93a535f0ac Add stale SimpleFin account detection and improve unlink cleanup (#574)
* Add stale account detection and handling in SimpleFin setup

- Introduced UI for managing stale accounts during SimpleFin setup.
- Added logic to detect accounts no longer provided by SimpleFin.
- Implemented actions to delete, move transactions, or skip stale accounts.
- Updated `simplefin_items_controller` with stale account processing and handling.
- Enhanced tests to validate stale account scenarios, including detection, deletion, moving transactions, and skipping.

* Update SimpleFin to SimpleFIN in locale file

Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Silly changes break things ...

Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Refactor stale account processing and UI handling

- Moved `target_account.sync_later` to execute after commit for proper recalculation of balances.
- Added additional safeguard in JavaScript to check for `moveRadioTarget` before updating target visibility.

* More silly capitalization changes

* Enhance stale account action handling in SimpleFIN setup

- Introduced `permitted_stale_account_actions` to validate and permit nested `stale_account_actions` parameters.
- Updated `complete_account_setup` to use the new method for safer processing.
- Corrected capitalization in SimpleFIN update success and error messages.

* Add error tracking and UI feedback for stale account actions

- Updated `process_stale_account_actions` to track errors for delete and move actions.
- Enhanced UI to display success and error messages for stale account processing.
- Implemented destruction of conflicting transfers during account move to maintain data integrity.

* Refactor transfer destruction and improve SimpleFIN account setup messages

- Updated `simplefin_items_controller` to use `find_each(&:destroy!)` for transfer deletions, ensuring callbacks are invoked.
- Enhanced localization for success messages in account creation to handle singular and plural cases.

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-01-08 15:38:13 +01:00
soky srm
e37c03d1d4 Implement Run all rules (#582) 2026-01-08 15:20:14 +01:00
soky srm
66671d9e1f Merge pull request #511 from we-promise/codex/conditionally-load-plaid-javascript-library
Scope Plaid Link script to Plaid flows
2026-01-07 17:15:05 +01:00
soky srm
ccd84742e9 Merge pull request #549 from hendriksen-mark/export_style
Update button styles in family export form
2026-01-07 17:10:43 +01:00
Ethan
3b4ab735b0 Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing (#512)
* Feat(CoinStats): Scaffold implementation, not yet functional

* Feat(CoinStats): Implement crypto wallet balance and transactions

* Feat(CoinStats): Add tests, Minor improvements

* Feat(CoinStats): Utilize bulk fetch API endpoints

* Feat(CoinStats): Migrate strings to i8n

* Feat(CoinStats): Fix error handling in wallet link modal

* Feat(CoinStats): Implement hourly provider sync job

* Feat(CoinStats): Generate docstrings

* Fix(CoinStats): Validate API Key on provider update

* Fix(Providers): Safely handle race condition in merchance creation

* Fix(CoinStats): Don't catch system signals in account processor

* Fix(CoinStats): Preload before iterating accounts

* Fix(CoinStats): Add no opener / referrer to API dashboard link

* Fix(CoinStats): Use strict matching for symbols

* Fix(CoinStats): Remove dead code in transactions importer

* Fix(CoinStats): Avoid transaction fallback ID collisions

* Fix(CoinStats): Improve Blockchains fetch error handling

* Fix(CoinStats): Enforce NOT NULL constraint for API Key schema

* Fix(CoinStats): Migrate sync status strings to i8n

* Fix(CoinStats): Use class name rather than hardcoded string

* Fix(CoinStats): Use account currency rather than hardcoded USD

* Fix(CoinStats): Migrate from standalone to Provider class

* Fix(CoinStats): Fix test failures due to string changes
2026-01-07 15:59:04 +01:00
LPW
c12c585a0e Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
* Add tests and enhance logic for SimpleFin account synchronization and reconciliation

- Added retry logic with exponential backoff for network errors in `Provider::Simplefin`.
- Introduced tests to verify retry functionality and error handling for rate-limit, server errors, and stale data.
- Updated `SimplefinItem` to detect stale sync status and reconciliation issues.
- Enhanced UI to display stale sync warnings and data integrity notices.
- Improved SimpleFin account matching during updates with multi-tier strategy (ID, fingerprint, fuzzy match).
- Added transaction reconciliation logic to detect data gaps, transaction count drops, and duplicate transaction IDs.

* Introduce `SimplefinConnectionUpdateJob` for asynchronous SimpleFin connection updates

- Moved SimpleFin connection update logic to `SimplefinConnectionUpdateJob` to improve response times by offloading network retries, data fetching, and reconciliation tasks.
- Enhanced SimpleFin account matching with a multi-tier strategy (ID, fingerprint, fuzzy name match).
- Added retry logic and bounded latency for token claim requests in `Provider::Simplefin`.
- Updated tests to cover the new job flow and ensure correct account reconciliation during updates.

* Remove unused SimpleFin account matching logic and improve error handling in `SimplefinConnectionUpdateJob`

- Deleted the multi-tier account matching logic from `SimplefinItemsController` as it is no longer used.
- Enhanced error handling in `SimplefinConnectionUpdateJob` to gracefully handle import failures, ensuring orphaned items can be manually resolved.
- Updated job flow to conditionally set item status based on the success of import operations.

* Fix SimpleFin sync: check both legacy FK and AccountProvider for linked accounts

* Add crypto, checking, savings, and cash account detection; refine subtype selection and linking

- Enhanced `Simplefin::AccountTypeMapper` to include detection for crypto, checking, savings, and standalone cash accounts.
- Improved subtype selection UI with validation and warning indicators for missing selections.
- Updated SimpleFin account linking to handle both legacy FK and `AccountProvider` associations consistently.
- Refined job flow and importer logic for better handling of linked accounts and subtype inference.

* Improve `SimplefinConnectionUpdateJob` and holdings processing logic

- Fixed race condition in `SimplefinConnectionUpdateJob` by moving `destroy_later` calls outside of transactions.
- Updated fuzzy name match logic to use Levenshtein distance for better accuracy.
- Enhanced synthetic ticker generation in holdings processor with hash suffix for uniqueness.

* Refine SimpleFin entry processing logic and ensure `extra` data persistence

- Simplified pending flag determination to rely solely on provider-supplied values.
- Fixed potential stale values in `extra` by ensuring deep merge overwrite with `entry.transaction.save!`.

* Replace hardcoded fallback transaction description with localized string

* Refine pending flag logic in SimpleFin processor tests

- Adjust test to prevent falsely inferring pending status from missing posted dates.
- Ensure provider explicitly sets pending flag for transactions.

* Add `has_many :holdings` association to `AccountProvider` with `dependent: :nullify`

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-05 22:11:47 +01:00
Mark Hendriksen
647c199407 copilot suggestion 2026-01-05 02:13:12 +01:00
Mark Hendriksen
b1d90212d3 Update button styles in family export form
Enhanced the appearance of the 'Cancel' and 'Export data' buttons by adding text and background color classes, as well as hover effects, for improved UI consistency.
2026-01-05 02:04:40 +01:00
Josh Waldrep
b2ecc6bc67 refactor: improve SSO provider management and logging
- Simplified `name_id_format` selection logic in SSO provider form.
- Switched raw database query to sanitized SQL in client secret tests.
- Added condition to log JIT account creation only when identity persists.
- Sanitized failure reasons in SSO login failure handling.
- Added SSO provider connection test policy tests for super admin and regular users.
2026-01-03 21:13:24 -05:00
Josh Waldrep
d3055b2e0b refactor: remove SSO settings page; consolidate SSO identity management under Security settings
- Removed the `Settings::SsoIdentitiesController` and views for a simplified user experience.
- Moved SSO identity management to the Security settings page (`Settings::SecuritiesController`).
- Updated locale keys and layout for the new structure.
- Fixed unlink protection warnings and adjusted redirection path.
- Cleaned up routes, helper methods, and redundant code.
2026-01-03 20:49:31 -05:00
Josh Waldrep
14993d871c feat: comprehensive SSO/OIDC upgrade with enterprise features
Multi-provider SSO support:
   - Database-backed SSO provider management with admin UI
   - Support for OpenID Connect, Google OAuth2, GitHub, and SAML 2.0
   - Flipper feature flag (db_sso_providers) for dynamic provider loading
   - ProviderLoader service for YAML or database configuration

   Admin functionality:
   - Admin::SsoProvidersController for CRUD operations
   - Admin::UsersController for super_admin role management
   - Pundit policies for authorization
   - Test connection endpoint for validating provider config

   User provisioning improvements:
   - JIT (just-in-time) account creation with configurable default role
   - Changed default JIT role from admin to member (security)
   - User attribute sync on each SSO login
   - Group/role mapping from IdP claims

   SSO identity management:
   - Settings::SsoIdentitiesController for users to manage connected accounts
   - Issuer validation for OIDC identities
   - Unlink protection when no password set

   Audit logging:
   - SsoAuditLog model tracking login, logout, link, unlink, JIT creation
   - Captures IP address, user agent, and metadata

   Advanced OIDC features:
   - Custom scopes per provider
   - Configurable prompt parameter (login, consent, select_account, none)
   - RP-initiated logout (federated logout to IdP)
   - id_token storage for logout

   SAML 2.0 support:
   - omniauth-saml gem integration
   - IdP metadata URL or manual configuration
   - Certificate and fingerprint validation
   - NameID format configuration
2026-01-03 17:56:42 -05:00
Copilot
10b15061b8 Fix action value rendering for text-type executors in rule form (#527)
* Initial plan

* Fix transaction name rule rendering and add tests

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Remove redundant integration tests for set_transaction_name

The functionality is already covered by existing unit tests in test/models/rule/action_test.rb. The core fix for this PR is the view rendering logic, not the action functionality.

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Localize placeholder text for rule action value input

Replace hardcoded "Enter a value" placeholder with localized t() lookup at lines 22 and 41 in app/views/rule/actions/_action.html.erb. Add corresponding translation key to config/locales/views/rules/en.yml under rules.actions.value_placeholder.

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2025-12-31 10:46:26 +01:00
Juan José Mata
7915fee62c Add print stylesheet for reports page (#499)
* Add print stylesheet for reports page

* Polish reports print layout

* Make sure all pages are printed

* Use design system tokens
2025-12-30 18:59:45 +01:00
Juan José Mata
1028dc3c1e Scope Plaid Link script to Plaid flows 2025-12-29 01:39:58 +01:00
Juan José Mata
528597c217 Revert "Fix GPU artifacts bug (#498)" (#510)
This reverts commit 7c524f2d74.
2025-12-29 01:36:11 +01:00
xenos
7c524f2d74 Fix GPU artifacts bug (#498)
* Update application.css

Signed-off-by: xenos <66328734+xenos1337@users.noreply.github.com>

* fix

---------

Signed-off-by: xenos <66328734+xenos1337@users.noreply.github.com>
2025-12-24 10:30:57 +01:00
Alessio Cappa
b3af8bf1ae Transactions & Activities pages improvements (#452)
* feat: Add toggle on mobile to show/hide checkboxes in transaction page

* fix: Add multi-select toggle also in activities page. Make JS controller compatible also in this view.

* feat: Add category in mobile view

* feat: Add mobile layout for transaction categories

* feat: Add margin for pagination on mobile

* fix: Ensure category exists when displaying the name

* fix: Adjust mobile paddings

* fix: Display "uncategorized" label if no category is set

* fix: Expand transaction name/subtitle

* feat: Add merchant name on desktop view

* feat: Move merchant name before account name

* fix: Add class to hide merchant on mobile

* feat: Add merchant logo on mobile

* fix: add pointer-events-none to merchant image on mobile view

* feat: toggle header checkbox in transaction page when button is clicked

* Remove unnecessary CSS class

* Remove duplicate CSS class

* Remove wrong Enable Banking logo URL

* Update app/views/transactions/_transaction.html.erb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* Revert "Update app/views/transactions/_transaction.html.erb"

This reverts commit 9766c50a1d.

* Add translation for Loan Payment/Transfer

* Apply review comments

* Add accessible name for toggle based on review comments

* Use border instead of border-1 class

* Apply review comments

* Missing l10n key

---------

Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-24 01:57:16 +01:00
Alessio Cappa
f76f541c05 Settings page UI improvements (#495)
* fix: UI fixes for "Settings" page on mobile

* Critical to the Rabbit!

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-24 01:20:35 +01:00
Matthew Kilpatrick
68864b1fdb Add instituion details & notes to Account model (#481)
- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields
2025-12-24 00:59:50 +01:00
Carlos Adames
104324a82b Pre-fill rule suggestion with transaction name and category (#497)
Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local>
2025-12-24 00:55:23 +01:00
LPW
b23711ae0d Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml (#441)
* Add configuration and logic for dynamic SSO provider support and stricter JIT account creation

- Introduced `config/auth.yml` for centralized auth configuration and documentation.
- Added support for multiple SSO providers, including Google, GitHub, and OpenID Connect.
- Implemented stricter JIT SSO account creation modes (`create_and_link` vs `link_only`).
- Enabled optional restriction of JIT creation by allowed email domains.
- Enhanced OmniAuth initializer for dynamic provider setup and better configurability.
- Refined login UI to handle local login disabling and emergency super-admin override.
- Updated account creation flow to respect JIT mode and domain checks.
- Added tests for SSO account creation, login form visibility, and emergency overrides.

# Conflicts:
#	app/controllers/sessions_controller.rb

* remove non-translation

* Refactor authentication views to use translation keys and update locale files

- Extracted hardcoded strings in `oidc_accounts/link.html.erb` and `sessions/new.html.erb` into translation keys for better localization support.
- Added missing translations for English and Spanish in `sessions` and `oidc_accounts` locale files.

* Enhance OmniAuth provider configuration and refine local login override logic

- Updated OmniAuth initializer to support dynamic provider configuration with `name` and scoped parameters for Google and GitHub.
- Improved local login logic to enforce stricter handling of super-admin override when local login is disabled.
- Added test for invalid super-admin override credentials.

* Document Google sign-in configuration for local development and self-hosted environments

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-24 00:15:53 +01:00
LPW
e9dbf5f4e7 Fix Broken Account Re-linking Feature (#469)
* Update SimpleFIN relinking flow and enhance duplicate account handling

- Updated logic to allow relinking of SimpleFIN accounts while preserving legacy mappings.
- Introduced clean-up logic to hide orphaned duplicate accounts after relinking.
- Enhanced UI to display current mappings for linked accounts.
- Improved test coverage for relinking scenarios and SimpleFIN account visibility.

* Localize SimpleFIN account selection messages and remove hardcoded text

- Added translations for user-facing messages in `select_existing_account` flow (`pt-BR` and `en` locales).
- Replaced hardcoded strings in the view with localized keys.

* Localize Enable Banking and SimpleFIN account linking messages; add support for investment accounts.

- Added translations for Enable Banking and SimpleFIN account linking flows.
- Updated views and controllers to replace hardcoded strings with localized keys.
- Introduced support for investment accounts in `Provider::LunchflowAdapter`.
- Enhanced relinking logic for SimpleFIN accounts and improved test coverage for related scenarios.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-20 21:18:55 +01:00
Juan José Mata
5c293b532a Translate navigation labels (main nav + settings) (#472)
* Translate main navigation labels

Move main nav item names to layout locale keys.

* Use the interpolation that corresponds with the view name
2025-12-20 19:13:40 +01:00
Copilot
6a03451ead Fix missing product_name interpolation in all import confirmations (#475)
* Initial plan

* Fix CSV import German locale by passing product_name to translations

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2025-12-20 18:14:36 +01:00
LPW
664c6c2b7c Pending detection, FX metadata, Pending UI badge. (#374)
* - Add support for `SIMPLEFIN_INCLUDE_PENDING` to control pending behavior via ENV.
- Enhance debug logging for SimpleFin API requests and raw payloads.
- Refine pending flag handling in `SimplefinEntry::Processor` based on provider data and inferred conditions.
- Improve FX metadata processing for transactions with currency mismatches.
- Add new tests for pending detection, FX metadata, and edge cases involving `posted` values.
- Add pending indicator UI to transaction view.

* Document pending transaction detection, storage, and UI behavior for SimpleFIN and Plaid integrations. Add debug flags for troubleshooting.

* Add `pending?` method to `Transaction` model, refactor UI indicator, and centralize SimpleFIN configuration

- Introduced `pending?` method in `Transaction` for unified pending state detection.
- Refactored transaction pending indicator in the UI to use `pending?` method.
- Centralized SimpleFIN configuration in initializer with ENV-backed toggles.
- Updated tests for `pending?` behavior and clarified docs for pending detection logic

* Add SimpleFIN debug and runtime flags to `.env.local.example` and `.env.test.example`

- Introduced `SIMPLEFIN_INCLUDE_PENDING` and `SIMPLEFIN_DEBUG_RAW` flags for controlling pending behavior and debugging.
- Updated example environment files with descriptions for new configuration options.

* Normalize formatting for `SIMPLEFIN_INCLUDE_PENDING` and `SIMPLEFIN_DEBUG_RAW` flags in `.env.local.example` and `.env.test.example`.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-19 23:24:48 +01:00
Juan José Mata
94e87a8b85 Demo warning in /chat UI (#466)
* Add demo warning to /chat

* Missed two files!

* Function calling works now, update message
2025-12-19 16:30:21 +01:00
soky srm
0300bf9c24 Recurring fixes (#454)
* Fix record violation

and add toggle for recurring feature

* Run only once per sync cycle ( 30 sec )

* FIX params passing

* Add collapsible to recurring section

* FIX preferences error catch
2025-12-17 16:03:05 +01:00
soky srm
7be799fac7 Add categories endpoint in API (#460)
* Add categories endpoint in API

* FIX eager load parent and subcategories associations

* FIX update specs to match

* Add rswag spec

* FIX openapi spec

* FIX final warns
2025-12-17 15:00:01 +01:00
k3rnel-pan1c
5f8a295479 Fix mobile bottom navigation disappearing on page navigation (#453) 2025-12-15 13:42:45 +01:00
Mark Hendriksen
eb762eff12 Highlight current month in trends insights table (#448)
* Highlight current month in trends insights table

Refactored the logic to apply special styling and label to the row representing the current month, using a date comparison instead of relying on the last index. This ensures the current month is always highlighted, regardless of its position in the data.

* Highlight current month in trends insights

Added an is_current_month flag to trends data in the controller and updated the view to use this flag for highlighting the current month. This improves clarity and avoids redundant date comparisons in the view.
2025-12-13 09:45:36 +01:00
Mark Hendriksen
b73ac207e0 Add API endpoint for triggering family sync (#423)
* Add API endpoint for triggering family sync

Introduces Api::V1::SyncController with a create action to queue a family sync, applying all active rules and syncing accounts. Adds corresponding route, JSON response view, and comprehensive controller tests for authorization and response validation.

* Rename started_at to syncing_at in sync API response

Updated the sync create JSON response to use 'syncing_at' instead of 'started_at'. Adjusted related controller test to check for 'syncing_at'. Also updated API authentication header in test to use 'X-Api-Key' instead of Bearer token.

* Update app/controllers/api/v1/sync_controller.rb

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>

---------

Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-12-12 17:07:02 +01:00