Commit Graph

1481 Commits

Author SHA1 Message Date
Sholom Ber
43b339940b Gate SimpleFin option behind US region check
SimpleFin is primarily for North American financial institutions,
so only show the option when US banking connections are available.
2025-08-07 15:48:33 -04:00
Sholom Ber
00cb130ef0 Remove unused SimpleFin account type mapping logic
- Remove map_simplefin_type_to_accountable_type method (no longer needed)
- Remove create_from_simplefin_account method (manual setup only)
- Simplify account type selection UI to not pre-select defaults
- Update processor to log error if account missing (safety check)
- All account creation now goes through manual user selection flow
2025-08-07 15:38:26 -04:00
Sholom Ber
0c14cca029 Update SimpleFin User-Agent to use Sure Finance branding 2025-08-07 15:33:33 -04:00
Sholom Ber
aea9b0647b Remove SimpleFin demo file with outdated setup token 2025-08-07 15:32:28 -04:00
Sholom Ber
9e557df68a Fix SimpleFin integration bugs and improve code quality
- Fix upsert method to handle string/symbol keys with indifferent access
- Add missing show route and view for SimpleFin items
- Fix test fixtures to use correct user references
- Update test data to match real-world JSON format (string keys, BigDecimal)
- Apply code formatting and linting fixes (rubocop, erb_lint)
- Ensure all SimpleFin tests pass (16/16 passing)
2025-08-07 15:20:27 -04:00
Sholom Ber
332f5b0018 Fix dark mode compatibility for SimpleFin UI components
- Replace hardcoded colors with design system tokens throughout SimpleFin views
- Fix method selector hover states to use bg-surface instead of bg-gray-50
- Update SimpleFin form to use styled_form_with and standard form patterns
- Replace custom button styling with design system button components
- Fix info boxes and containers to use bg-surface and border-primary
- Replace hardcoded green/blue colors with text-primary, text-secondary, text-link
- Remove custom text area styling to allow form builder defaults (dark mode support)

All SimpleFin components now properly adapt to both light and dark themes
with correct contrast and visibility.
2025-08-07 13:44:24 -04:00
Sholom Ber
dbcbf89f4b Complete subtype selection for SimpleFin accounts
- Add subtype database columns to all accountable models
- Create Stimulus controller for dynamic subtype dropdown interaction
- Add delegation from Account to accountable subtype for clean API access
- Update SimpleFin account setup form with working subtype selection
- Fix account display to show proper subtype labels instead of generic "Cash"

Users can now select both account type and subtype during SimpleFin import,
and the selected subtypes are properly saved and displayed in the UI.
2025-08-07 13:23:28 -04:00
Sholom Ber
81924815fc Fix account show page for SimpleFin accounts
- Update sync button routing to handle SimpleFin accounts
- Add SimpleFin item sync path alongside existing Plaid support
- Prevent NoMethodError when viewing SimpleFin-linked accounts
- Support proper sync routing for Plaid, SimpleFin, and manual accounts
2025-08-07 12:48:02 -04:00
Sholom Ber
2caba0a00b Add tests for SimpleFin integration
- Add SimplefinItem model tests with fixtures
- Add SimplefinAccount model tests
- Add SimplefinItemsController tests
- Include test coverage for sync and account creation
2025-08-07 12:40:41 -04:00
Sholom Ber
71d720b25b Add user account type selection workflow
- Add pending_account_setup field to SimpleFin items
- Enable pausing sync for user account type selection
- Allow users to choose account types during import
- Prevent automatic account creation until user confirms
2025-08-07 12:40:27 -04:00
Sholom Ber
35693e51f0 Add SimpleFin user interface components
- Create SimpleFin connection management views
- Add account setup modal with type selection
- Include connection form with token input and instructions
- Update accounts index to display SimpleFin items
- Add SimpleFin option to account method selector
- Include SimpleFin in settings navigation
2025-08-07 12:40:14 -04:00
Sholom Ber
18b69a490c Add SimpleFin controllers and routing
- Create SimplefinItemsController with CRUD operations
- Add account setup flow with user type selection
- Include sync management and error handling
- Update AccountsController to display SimpleFin items
- Add routes for SimpleFin item management and setup
2025-08-07 12:40:01 -04:00
Sholom Ber
30d0b25e1d Update core models for SimpleFin integration
- Add SimpleFin account creation methods to Account model
- Implement intelligent account type mapping from names
- Add SimpleFin linkable functionality to Account
- Include SimpleFin items in Family model associations
- Support account creation with user-selected types
2025-08-07 12:39:47 -04:00
Sholom Ber
8497703518 Implement SimpleFin API client and data models
- Add SimplefinItem model with sync capabilities and encryption
- Add SimplefinAccount model for account data mapping
- Implement Provider::Simplefin API client with token exchange
- Add SimpleFin protocol support with proper error handling
- Include sync jobs, importers, and processors for data flow
- Add family SimpleFin connectivity mixin
2025-08-07 12:39:29 -04:00
Sholom Ber
9561e73e17 Add SimpleFin database schema
- Create simplefin_items table for SimpleFin connections
- Create simplefin_accounts table for account metadata
- Add simplefin_account_id to accounts table for linking
- Add external_id to transactions for deduplication
- Enable encrypted storage of SimpleFin access URLs
2025-08-07 12:39:15 -04:00
Sholom Ber
df7a137a93 Add HTTParty gem for SimpleFin API integration
- Add HTTParty gem for making HTTP requests to SimpleFin API
- Required for SimpleFin protocol implementation
2025-08-07 12:39:02 -04:00
Juan José Mata
f6dde1a098 Add Langfuse-based LLM observability (#86)
* Add Langfuse-based LLM observability

* Document Langfuse configuration

* Don't hardcode model in use
2025-08-06 23:23:07 +02:00
Juan José Mata
099425d240 First quick Sure rebrand (#74)
* First cut of smallest rebrand, pending icons

* Leave SQL schema tokens/user names the same for now

* First batch of logos

* Release notes/what's new

* /releases missing

* redirect_uri for sureapp://

* Padded logo

* Test the correct /releases URL

* Missed a few mobile URIs

* Some icons/asssets from /website/ repo

* Seed/sample data user @sure.local now

* New screenshot

* Want to keep their legal "boilerplate" from the upstream repo
v0.6.2
2025-08-05 23:35:01 +02:00
Musab Ustun
64c62bffbc chore: Add Complete Turkish Localization and Improvements Based on Code Review (#31)
* Turkish language files added

* Apply suggestions from code review

Expensive to use LLMs as linters, but hey!

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Negative language files have been added for Turkish.

* Sure naming

Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Sure naming

Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Sure naming

Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Sure naming

Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Sure naming

Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Sure naming

Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Sure naming

Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Michaël De Boey <info@michaeldeboey.be>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-08-05 22:50:58 +02:00
Matthieu Ev
dcd0fdce8f Better Sankey chart (#67)
* feat: added hover effect on the sankey chart

* small tweek for the opacity

* Update app/javascript/controllers/sankey_chart_controller.js

Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
Signed-off-by: Matthieu Ev <95125079+matthieuEv@users.noreply.github.com>

* Update app/javascript/controllers/sankey_chart_controller.js

Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
Signed-off-by: Matthieu Ev <95125079+matthieuEv@users.noreply.github.com>

* feat: add tooltip to sankey chart

* feat: switch sankey-graph and net-worth-graph

---------

Signed-off-by: Matthieu Ev <95125079+matthieuEv@users.noreply.github.com>
Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
2025-08-05 22:25:55 +02:00
Rupert28
47da993a16 README Cleanup: Fix typos, grammar, and clarity (#79)
* Fix typos, grammar, and clarity in README

* rm whitespace; Update README.md

Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
Signed-off-by: Rupert28 <104603523+Rupert28@users.noreply.github.com>

* rm duplicate line; Update README.md

Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
Signed-off-by: Rupert28 <104603523+Rupert28@users.noreply.github.com>

* Added trailing whitespace

---------

Signed-off-by: Rupert28 <104603523+Rupert28@users.noreply.github.com>
Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
2025-08-05 20:46:54 +02:00
Matthieu Ev
ef7d736409 fix: update account sidebar tab (#81) 2025-08-05 20:09:57 +02:00
Himank Dave
eba42e2f71 build: allow main branch publishing and add comprehensive OCI metadata for multi-arch images (#65)
* feat(ci): add OCI annotations and metadata to multi-arch images

- Include created, source, revision, ref-name, vendor & license
- Add title and description for Sure Rails app multi-arch image
- Dynamically annotate version when tag builds are triggered

* chore(ci): add nightly tag with weekday pattern to tag config

* fix(ci): allow publish workflow to push images from main branch

- Update conditional checks to include refs/heads/main
- Reflect new condition in workflow comments for clarity

* fix(ci): set image version label only for tag builds in metadata

* fix(ci): avoid quotations being passed as CLI argument

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Himank Dave <93311724+steadyfall@users.noreply.github.com>

* refactor(ci): remove deprecated `::set-output` command

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Himank Dave <93311724+steadyfall@users.noreply.github.com>

---------

Signed-off-by: Himank Dave <93311724+steadyfall@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-08-05 00:41:05 +02:00
Matthieu Ev
b3af64dce1 fix: show user small picture and fallback when loading (#63)
* fix: show user small picture and fallback when loading

* fix: add alt to avatar

* fix: fixed version
2025-08-03 08:57:00 +02:00
Himank Dave
a14b0535ec feat: introduce multi-arch build matrix and OCI-compliant multi-arch images (#46)
* chore: update Docker image description to 'Sure'

* chore: adjust Docker metadata tags in publish workflow

- Disable automatic 'latest' tag generation
- Add 'nightly' tag for scheduled builds

* feat: add optional 'push' input to control image publishing

- Allow toggling push behavior via workflow input
- Allow push to 'ghcr.io' on tags, scheduled events, or when
	input is true

* chore: switch Docker cache to use registry-based build cache

* feat(ci): add multi-arch matrix image build & manifest merge

- Build and push images for amd64 and arm64 with platform-specific cache
- Export and upload image digests for each platform
- Merge digests into multi-arch manifest with retry logic
- Remove QEMU setup, use platform-specific runners
- Dynamic tag configuration for nightly, stable, and SHA tags

* chore(deps): pin external actions to specific minor versions

* Bump actions/checkout to v4.2.0
* Bump docker/setup-buildx-action to v3.10.0
* Bump docker/login-action to v3.3.0
* Bump docker/metadata-action to v5.6.0
* Bump docker/build-push-action to v6.16.0

* chore(ci): improve publish workflow robustness

- Set artifact upload to error if no files found & limit retention to 1 day

* chore(ci): enable OCI media types in Docker build outputs

* feat(ci): add scheduled nightly publish at 01:30 UTC

* chore(ci): refine image publish workflow and clarify multi-arch steps

- Add reference and conditions for push in workflow comments
- Rename build step for clarity on published platform target
- Ensure oci-mediatypes is preserved for annotations to show
- Rename merge job to indicate pushing multi-arch manifest tag
2025-08-03 08:23:49 +02:00
balvalat
25ccb8471c Fix data exporting (#61)
* give the worker process access to rails storage

* add db dependence on worker on our compose example file
2025-08-03 07:45:46 +02:00
Bishal Shrestha
efd96f606c added multi_select_controller and added multi-select support for tags without Ctrl/Shift in transaction forms (#55)
* added multi_select_controller and added multi-select support for tags without Ctrl/Shift in transaction forms

* fix: prevent memory leak by properly cleaning up event listener in multi-select controller

* chore: updated indentation
2025-08-03 07:35:34 +02:00
Vincent Teo
46c31e1937 fix: dark mode ui issue for transaction header (#64) 2025-08-03 07:27:42 +02:00
Juan José Mata
a6d830c263 *cowboy* Remove hosted version notice
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-08-02 04:20:22 +02:00
Juan José Mata
54bc37a651 Remove Synth Finance references (#47)
* Remove Synth Finance integration

* Linter noise

* Fix failing (old) test, use it for Twelve Data

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-08-02 00:28:55 +02:00
Juan José Mata
656f7e9495 Remove Intercom integration (#51)
* Remove Intercom integration

* New Sure name

* More documentation/Discord link updates

* Bump to 0.6.1

* More copy fixes/Sure branding

* Make LLMs happy
v0.6.1
2025-08-01 19:47:48 +02:00
Vincent Teo
d04c87449d feat: split provider check and remove hardcoded synth check (#45) 2025-08-01 08:07:34 +02:00
Vincent Teo
66a87c852c fix: correct some dark mode ui issues (#52) 2025-08-01 07:49:08 +02:00
Steven A.J.
efcd356abf Merge pull request #42 from we-promise/jjmata/update-readme
More readme updates
2025-07-31 21:10:12 -05:00
Vincent Teo
5bdefe6e63 feat: Add Twelve Data provider for exchange rates and securities (#2)
* feat: Add Twelve Data provider for exchange rates and securities

* test: fix hosting controller test, linting

* fix: add countries gem to handle country codes in Twelve Data provider

* fix: allow security search combobox to have no logo

* refactor: update Twelve Data provider use time series endpoint

* fix: set twelve data as default provider
2025-07-31 23:31:37 +02:00
Juan José Mata
8ecd8dcf8e New Wiki page localtion
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-31 22:47:27 +02:00
Juan José Mata
d0125e9c79 Merge branch 'main' into jjmata/update-readme
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-29 14:14:55 -07:00
Juan José Mata
5223d56dc8 Update docker.md with new naming
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-29 23:11:44 +02:00
Steven A.J.
2458fa90c8 Update README Links (#41)
* point links to wiki & LICENSE

* repair final release link

* repair old licensing reference
2025-07-29 22:38:08 +02:00
Vincent Teo
aca1da146f feat: sort accounts by name in main page (#19) 2025-07-29 06:27:49 +02:00
PrplHaz4
34e775ae95 Update Plaid Docs: Rebrand to Sure and add note about delayed OAuth (#13)
Update setting up Plaid Sync docs
- Rebrand to Sure
- Add note about delayed OAuth approval timelines

Signed-off-by: PrplHaz4 <PrplHaz4@users.noreply.github.com>
2025-07-29 05:31:34 +02:00
Daddie0
da3bed8eec chore: Add complete Norwegian Translation (#32)
* fix: Capitialize month and day names in Norwegian

* fix: Add missing filler word

* chore: rebrand from Maybe to Sure

* chore: Add nb mail invite translation

* chore: Add nb translation for account model

* chore: Add address model translation

* chore: Add nb translation for entry model

* chore: add nb translation for time_series model

* chore: Add nb translation transfer mdoel

* chore: Add nb translation to trend model

* chore: Add nb translation to user model

* chore: more translations

* chore: More translation

* Update config/locales/views/application/nb.yml

Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>

* Update config/locales/views/credit_cards/nb.yml

Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>

* chore: more translations

* chore: rename more maybe strings to NB

* chore: more translations

* chore: More nb translations....

* chore: Final translations nb

* Update config/locales/views/accounts/nb.yml

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>

---------

Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-28 22:22:42 +02:00
dependabot[bot]
bb2df2086f Bump thor from 1.3.2 to 1.4.0 (#9)
Bumps [thor](https://github.com/rails/thor) from 1.3.2 to 1.4.0.
- [Release notes](https://github.com/rails/thor/releases)
- [Commits](https://github.com/rails/thor/compare/v1.3.2...v1.4.0)

---
updated-dependencies:
- dependency-name: thor
  dependency-version: 1.4.0
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-07-28 19:10:07 +02:00
Juan José Mata
2a017c1a40 Another README.md update (#29)
* Another README.md update
* Capitalization matters

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-28 08:45:33 +02:00
Juan José Mata
35369d4eb1 Merge branch 'main' into jjmata/update-readme
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-27 23:39:10 -07:00
Juan José Mata
be65fc5845 Capitalization matters
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
2025-07-28 08:38:12 +02:00
Juan José Mata
a26a138b0c Another README.md update
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-28 08:35:56 +02:00
Daddie0
1d0cdb94d9 chore: rename from maybe to sure (#28) 2025-07-28 07:31:13 +02:00
neo
fb185215e5 doc: Add links to translated README versions (#18)
Added language selection links to the README for easier access to translated versions: German, Spanish, French, Japanese, Korean, Portuguese, Russian, and Chinese.

Signed-off-by: neo <neo.dowithless@gmail.com>
2025-07-27 06:22:00 +02:00
Musab Ustun
d3f35f100f Complete Turkish Language Support (#4)
* Turkish language files added

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-27 06:18:22 +02:00