Commit Graph

9 Commits

Author SHA1 Message Date
William Wei Ming
34dd5fbc62 update transactions_controller (#1953)
* update transactions_controller

* fix FEEDBACK - Remove DISTINCT that breaks tag-filtered index queries

* fix FEEBACK from jjmata

* Ignore Brakeman EOLRails warning for Rails 7.2
Restore fingerprint-scoped ignore lost during merge from main.

* update transactions_controller

* fix FEEDBACK - Remove DISTINCT that breaks tag-filtered index queries

* fix FEEBACK from jjmata

* Ignore Brakeman EOLRails warning for Rails 7.2
Restore fingerprint-scoped ignore lost during merge from main.

* resolve review - Add .distinct to the tag filtering subquery

* fix(ci): skip scheduled preview cleanup on forks
Only run the hourly Cloudflare preview cleanup on we-promise/sure,
where the required secrets exist.

* Drop obsolete Rails EOL note and Brakeman EOLRails ignore

The EOLRails ignore and the accompanying migration-rule note were only
needed while the app ran Rails 7.2.3.1, whose support window closed
2026-08-09. Main has since moved to Rails 8.1.3, so the check no longer
warns and both changes are dead weight that only widen this PR's diff.

Keeps the PR focused on the transactions controller query optimization.

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-07-26 01:42:18 +02:00
ghost
4224ff717c perf(api): avoid transfer lookups in transaction index (#2127) 2026-06-16 09:54:57 +02:00
ghost
325084e342 fix(api): include disabled-account transaction history (#1723)
* fix(api): include disabled-account transaction history

* fix(api): hide pending deletion transaction history
2026-05-12 00:14:13 +02:00
ghost
974f55e2d5 feat(api): add transaction idempotency keys (#1729)
* feat(api): add transaction idempotency keys

* fix(api): validate transaction idempotency source

* fix(api): tighten transaction idempotency params
2026-05-11 23:13:24 +02:00
Ang Wei Feng (Ted)
c77971ea0d fix: Preserve tags on bulk edits (take 3) (#889)
* fix: handle tags separately from entryable_attributes in bulk updates

Tags use a join table (taggings) rather than a direct column, which means
empty tag_ids clears all tags rather than meaning "no change". This caused
bulk category-only edits to accidentally clear existing tags.

This fix:
- Removes tag_ids from entryable_attributes in Entry.bulk_update!
- Adds update_tags parameter to explicitly control tag updates
- Uses params.key?(:tag_ids) in controller to detect explicit tag changes
- Preserves existing tags when tag_ids is not provided in the request

This is a cleaner architectural solution compared to tracking "touched"
state in the frontend, as it properly acknowledges the semantic difference
between column attributes and join table associations.

https://claude.ai/code/session_014CsmTwjteP4qJs6YZqCKnY

* fix: handle tags separately in API transaction updates

Apply the same pattern to the API endpoint: tags are now handled
separately from entryable_attributes to distinguish between "not
provided" (preserve existing tags) and "explicitly set to empty"
(clear all tags).

This allows API consumers to:
- Update other fields without affecting tags (omit tag_ids)
- Clear all tags (send tag_ids: [])
- Set specific tags (send tag_ids: [id1, id2])

https://claude.ai/code/session_014CsmTwjteP4qJs6YZqCKnY

* Proposed fix

* fix: improve tag handling in bulk updates for transactions

* fix: allow bulk edit to clear/preserve tags by omitting hidden multi-select field

* PR comments

* Dumb copy/paste error

* Linter

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-02-06 14:11:46 +01:00
David Gil
b08285a10f API v1: add amount_cents + signed_amount_cents to transactions (#899)
* feat(api): add amount_cents + signed_amount_cents to transactions

* fix: use currency.minor_unit_conversion for amount_cents

- Replace hardcoded *100 with currency.minor_unit_conversion
- Handles JPY (0 decimals), KWD/BHD (3 decimals), etc. correctly
- Add assert_amount_cents_fields helper to validate sign/scale invariants
2026-02-04 22:55:50 +01:00
Zach Gollwitzer
afbfb474c2 Remove rate limit for api test cases 2025-07-10 16:04:36 -04:00
Zach Gollwitzer
1aae00f586 perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
2025-06-20 13:31:58 -04:00
Josh Pigford
b803ddac96 Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth

* Add API test routes and update Doorkeeper token handling for test environment

- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.

* Implement API key authentication and enhance access control

- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.

* Add API key rate limiting and usage tracking

- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.

* Add Jbuilder for JSON rendering and refactor AccountsController

- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.

* Add transactions resource to API routes

- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.

* Enhance API authentication and onboarding handling

- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.

* Fix rubocop offenses

- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

* Fix API test failures and improve test reliability

- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop

All tests now pass and linting is clean.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

* Add API transactions controller warning to brakeman ignore

The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00