Per the design review, the "Add another provider · Browse providers"
card was a redirect to content one scroll-tick away. A search input
plus kind chips lets users self-segment the catalog and is the right
tool once it grows beyond the four to twelve providers we ship today.
- New providers_filter Stimulus controller — case-insensitive free
text search across name/region/kind, plus a chip group with
All / Banks / Crypto / Investment that toggle visibility via
Tailwind's `hidden` class.
- _search_filters partial: search box (count-pluralized placeholder)
+ chip group, ARIA-labelled and aria-pressed for the chips.
- ProviderCard exposes filter_data (target + name/region/kind data
attrs) so the controller can match without re-rendering.
- Lunchflow's `kind` was "Lunch" — switched to "Bank" so it falls
under the Banks chip alongside its actual offering (it aggregates
banks).
- Drops the add_provider_cta partial and its locale entries; adds
search_filters.* and an empty_filter message.
Picks up the remaining items from Claude Design's review of #1710
that the previous review-feedback commit didn't cover.
DS / casing
- Sentence-case the page title ("Bank Sync" -> "Bank sync") and
align the nav label.
- Drop the card hover-lift (shadow-border-sm) in favour of
bg-container-hover; per the DS, card hover is colour-only.
- Whole-tile click target on each provider card — the inner
"Connect ->" link was a hit-target inversion.
- Set Sync all to whitespace-nowrap so the label stops wrapping at
narrow viewport widths.
UX simplifications
- Drop the four health-summary tiles (per-row warn/err pills already
surface the signal at the scale this app sees). Removes
Settings::HealthSummary, the @health_counts controller block, and
the now-unused health.* locale keys.
- Hide "Your connections" heading + empty-state line when no
providers are connected — the lede already invites a connect.
- Drop the redundant "Free" tier from per-card meta lines (printed
10x for one fact); "Paid" still surfaces on Plaid.
Tests updated to drop the obsolete tiles assertion and switch the
provider-card click selector to look up the (now whole-card) anchor
by provider name.
- Delete Settings::BankSyncController and its views (the providers page is
now a strict superset of what bank_sync offered)
- Add permanent 301 redirect: GET /settings/bank_sync → /settings/providers
- Collapse nav to a single "Bank Sync" entry pointing at /settings/providers;
remove the duplicate admin-only "Providers" entry from the Advanced section
- Remove "Providers" from SETTINGS_ORDER; point "Bank Sync" at
settings_providers_path for next/prev navigation
- Rename page title to "Bank Sync"; replace admin-credential lede with
user-facing copy ("Connect external accounts…")
- Update breadcrumb: Home → Bank sync
- Add controller test asserting 301 status and Location header
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Provider::Metadata registry with static display data (region, kind,
tier, maturity, logo) for all 11 providers
- Add Settings::ProviderCard ViewComponent rendering logo square, name,
Beta/Alpha pill, meta line (region · type · tier), tagline, and Connect link
- Add connect_form action + route (GET /settings/providers/:key/connect_form)
that opens the existing panel partial or config form in a DS::Dialog drawer
- Replace the Available accordion loop with a 2-column responsive card grid;
empty state when all providers are connected
- Fix layout override: use turbo_rails/frame layout for frame requests so the
drawer response is not wrapped in the full settings layout (was causing
Turbo to pick the empty outer drawer frame instead of the filled one)
- Add SyncAllProvidersJob and last_sync_all_attempted_at migration (sync-all
throttle support)
- Unify Connected + Action needed into a single "Your connections" section;
items with warn/err status auto-open
- Fix Enable Banking grouping: items with expired sessions were returning
:off (Available) instead of :warn (Your connections); gate now checks
any? instead of any?(&:session_valid?)
- Add reconsent_required locale key for fully-expired EB sessions
- Surface Beta/Alpha maturity pills on connected provider accordion rows
via new badge: param on settings_section helper
- Add i18n taglines for all 11 providers; add connect and empty_available keys
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Extend provider_summary to return :err/:warn with meta text by checking
latest sync per item (window function, same pattern as ProviderConnectionStatus)
and Enable Banking session expiry within 7 days
- Partition provider entries into three groups: Connected (:ok), Action needed
(:warn/:err, auto-opened), Available (:off)
- Add Settings::HealthSummary ViewComponent — four-tile grid showing Connected,
Action needed, Errors, and Accounts synced counts
- Render health strip directly under page description; omit Action needed heading
when group is empty
- Add i18n keys for tile labels, group heading, and all meta strings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Partition the provider list in the controller into @connected_providers
and @available_providers based on provider_summary status, and render
each group under its own heading with a count. Auto-open the section
when only one provider is connected. Adds an empty-state line when
nothing is connected yet.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Lifts the per-panel status indicator up to each collapsed accordion
header so admins can see at a glance which providers are connected
without expanding every section. Connected providers sort first.
- Add optional status: and meta: locals to settings/_section partial;
pill hides via group-open:hidden when the section is expanded
- New settings/providers/_status_pill partial (ok/warn/err/off states)
- Add SettingsHelper#provider_summary to centralise the connected-vs-not
logic already scattered across panel partials
- Refactor show.html.erb to pass status to every section and sort
family_panels by connection state
- Add settings.providers.status.* i18n keys
- Add system tests asserting pill renders and sort order
https://claude.ai/code/session_01KW2HCN9rP1fiyQuw7Cju9D
Wait for the chat to fully load after click before triggering a page
refresh, ensuring last_viewed_chat is persisted server-side.
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* Reorganize import UI with Financial Tools / Raw Data tabs
Split the flat list of import sources into two tabbed sections using
DS::Tabs: "Financial Tools" (Mint, Quicken/QIF, YNAB coming soon) and
"Raw Data" (transactions, investments, accounts, categories, rules,
documents). This prepares for adding more tool-specific importers
without cluttering the list.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Fix import controller test to account for YNAB coming soon entry
The new YNAB "coming soon" disabled entry adds a 5th aria-disabled
element to the import dialog.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Fix system tests to click Raw Data tab before selecting import type
Transaction, trade, and account imports are now under the Raw Data tab
and need an explicit tab click before the buttons are visible.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* feat: Add bulk import for NDJSON export files
Implements an import flow that accepts the full all.ndjson file from data exports,
allowing users to restore their complete data including:
- Accounts with accountable types
- Categories with parent relationships
- Tags and merchants
- Transactions with category, merchant, and tag references
- Trades with securities
- Valuations
- Budgets and budget categories
- Rules with conditions and actions (including compound conditions)
Key changes:
- Add BulkImport model extending Import base class
- Add Family::DataImporter to handle NDJSON parsing and import logic
- Update imports controller and views to support NDJSON workflow
- Skip configuration/mapping steps for structured NDJSON imports
- Add i18n translations for bulk import UI
- Add tests for BulkImport and DataImporter
* fix: Fix category import and test query issues
- Add default lucide_icon ("shapes") for categories when not provided
- Fix valuation test to use proper ActiveRecord joins syntax
* Linter errors
* fix: Add default color for tags when not provided in import
* fix: Add default kind for transactions when not provided in import
* Fix test
* Fix tests
* Fix remaining merge conflicts from PR 766 cherry-pick
Resolve conflict markers in test fixtures and clean up BulkImport
entry in new.html.erb to use the _import_option partial consistently.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Import Sure `.ndjson`
* Remove `.ndjson` import from raw data
* Fix support for Sure "bulk" import from old branch
* Linter
* Fix CI test
* Fix more CI tests
* Fix tests
* Fix tests / move PDF import to first tab
* Remove redundant title
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Add default family selection for invite-only onboarding mode
When onboarding is set to invite-only, admins can now choose a default
family that new users without an invitation are automatically placed into
as members, instead of creating a new family for each signup.
https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx
* Restrict invite codes and onboarding settings to super_admin only
The Invite Codes section on /settings/hosting was visible to any
authenticated user via the show action, leaking all family names/IDs
through the default-family dropdown. This tightens access:
- Hide the entire Invite Codes section in the view behind super_admin?
- Add before_action :ensure_super_admin to InviteCodesController for
all actions (index, create, destroy), replacing the inline admin? check
- Add ensure_super_admin_for_onboarding filter on hostings#update that
blocks non-super_admin users from changing onboarding_state or
invite_only_default_family_id
https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx
* Fix tests for super_admin-only invite codes and onboarding settings
- Hostings controller test: sign in as sure_support_staff (super_admin)
for the onboarding_state update test, since ensure_super_admin_for_onboarding
now requires super_admin role
- Invite codes tests: use super_admin fixture for the success case and
verify that a regular admin gets redirected instead of raising StandardError
https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx
* Fix system test to use super_admin for self-hosting settings
The invite codes section is now only visible to super_admin users,
so the system test needs to sign in as sure_support_staff to find
the onboarding_state select element.
https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx
* Skip invite code requirement when a default family is configured
When onboarding is invite-only but a default family is set, the
claim_invite_code before_action was blocking registration before
the create action could assign the user to the default family.
Now invite_code_required? returns false when
invite_only_default_family_id is present, allowing codeless
signups to land in the configured default family.
https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx
---------
Co-authored-by: Claude <noreply@anthropic.com>
* feat: add new UI component to display dropdown select with filter
* feat: use new dropdown componet for category selection in transactions
* feat: improve dropdown controller
* feat: Add checkbox indicator to highlight selected element in list
* feat: add possibility to define dropdown without search
* feat: initial implementation of variants
* feat: Add default color for dropdown menu
* feat: add "icon" variant for dropdown
* refactor: component + controller refactoring
* refactor: view + component
* fix: adjust min width in selection for mobile
* feat: refactor collection_select method to use new filter dropdown component
* fix: compute fixed position for dropdown
* feat: controller improvements
* lint issues
* feat: add dot color if no icon is available
* refactor: controller refactor + update naming for variant from icon to logo
* fix: set width to 100% for select dropdown
* feat: add variant to collection_select in new transaction form
* fix: typo in placeholder value
* fix: add back include_blank property
* refactor: rename component from FilterDropdown to Select
* fix: translate placeholder and keep value_method and text_method
* fix: remove duplicate variable assignment
* fix: translate placeholder
* fix: verify color format
* fix: use right autocomplete value
* fix: selection issue + controller adjustments
* fix: move calls to startAutoUpdate and stopAutoUpdate
* Update app/javascript/controllers/select_controller.js
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
* fix: add aria-labels
* fix: pass html_options to DS::Select
* fix: unnecessary closing tag
* fix: use offsetvalue for position checks
* fix: use right classes for dropdown transitions
* include options[:prompt] in placeholder init
* fix: remove unused locale key
* fix: Emit a native change event after updating the input value.
* fix: Guard against negative maxHeight in constrained layouts.
* fix: Update test
* fix: lint issues
* Update test/system/transfers_test.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
* Update test/system/transfers_test.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
* refactor: move CSS class for button select form in maybe-design-system.css
---------
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* Fix property subtype not persisting on edit
* Add regression test for property subtype persistence
This change introduces model specs and factories to cover
property subtype persistence on update.
FactoryBot setup and test dependencies were adjusted to
support the new specs.
* Add regression test for property subtype persistence
* remove unused FactoryBot factories and test
* remove FactoryBot in Gemfile.lock
* Fix no-op regression test for property subtype update
* Delete no-op property_test
* add pimary_residence in properties fixtures
* add capybara system test for property subtype persistence
* fix spelling and indent
* rename test to "can persist property subtype"
Signed-off-by: HugoleDino <135261771+HugoleDino@users.noreply.github.com>
---------
Signed-off-by: HugoleDino <135261771+HugoleDino@users.noreply.github.com>
* Fix OIDC household invitation (issue #900)
- Auto-add existing user when inviting by email (no invite email sent)
- Accept page: choose 'Create account' or 'Sign in' (supports OIDC)
- Store invitation token in session on sign-in; accept after login (password,
OIDC, OIDC link, OIDC JIT, MFA)
- Invitation#accept_for!(user): add user to household and mark accepted
- Defensive guards: nil/blank user, token normalization, accept_for! return check
* Address PR review: rename accept_for! to accept_for, i18n OIDC notice, test fixes, stub Rails.application.config
* Fix flaky system test: assert only configure step, not flash message
Co-authored-by: Cursor <cursoragent@cursor.com>
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
* Add localization for onboarding goals across multiple languages
* Add password requirements localization for multiple languages
* Refactor localization keys for authentication messages
* Add `oidc` localization key for multiple languages
* Add OIDC account localization for multiple languages
* Add localization for trial and profile setup across multiple languages
* Refactor OIDC button label fallback to prioritize label presence over localization key
* Refactor onboarding tests to use I18n for text assertions and button labels
* Linter
* Last test fix?!?
* We keep both `oidc` and `openid_connect` due to contatenation issues
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* feat: Add PDF import with AI-powered document analysis
This enhances the import functionality to support PDF files with AI-powered
document analysis. When a PDF is uploaded, it is processed by AI to:
- Identify the document type (bank statement, credit card statement, etc.)
- Generate a summary of the document contents
- Extract key metadata (institution, dates, balances, transaction count)
After processing, an email is sent to the user asking for next steps.
Key changes:
- Add PdfImport model for handling PDF document imports
- Add Provider::Openai::PdfProcessor for AI document analysis
- Add ProcessPdfJob for async PDF processing
- Add PdfImportMailer for user notification emails
- Update imports controller to detect and handle PDF uploads
- Add PDF import option to the new import page
- Add i18n translations for all new strings
- Add comprehensive tests for the new functionality
* Add bank statement import with AI extraction
- Create ImportBankStatement assistant function for MCP
- Add BankStatementExtractor with chunked processing for small context windows
- Register function in assistant configurable
- Make PdfImport#pdf_file_content public for extractor access
- Increase OpenAI request timeout to 600s for slow local models
- Increase DB connection pool to 20 for concurrent operations
Tested with M-Pesa bank statement via remote Ollama (qwen3:8b):
- Successfully extracted 18 transactions
- Generated CSV and created TransactionImport
- Works with 3000 char chunks for small context windows
* Add pdf-reader gem dependency
The BankStatementExtractor uses PDF::Reader to parse bank statement
PDFs, but the gem was not properly declared in the Gemfile. This would
cause NameError in production when processing bank statements.
Added pdf-reader ~> 2.12 to Gemfile dependencies.
* Fix transaction deduplication to preserve legitimate duplicates
The previous deduplication logic removed ALL duplicate transactions based
on [date, amount, name], which would drop legitimate same-day duplicates
like multiple ATM withdrawals or card authorizations.
Changed to only deduplicate transactions that appear in consecutive chunks
(chunking artifacts) while preserving all legitimate duplicates within the
same chunk or non-adjacent chunks.
* Refactor bank statement extraction to use public provider method
Address code review feedback:
- Add public extract_bank_statement method to Provider::Openai
- Remove direct access to private client via send(:client)
- Update ImportBankStatement to use new public method
- Add require 'set' to BankStatementExtractor
- Remove PII-sensitive content from error logs
- Add defensive check for nil response.error
- Handle oversized PDF pages in chunking logic
- Remove unused process_native and process_generic methods
- Update email copy to reflect feature availability
- Add guard for nil document_type in email template
- Document pdf-reader gem rationale in Gemfile
Tested with both OpenAI (gpt-4o) and Ollama (qwen3:8b):
- OpenAI: 49 transactions extracted in 30s
- Ollama: 40 transactions extracted in 368s
- All encapsulation and error handling working correctly
* Update schema.rb with ai_summary and document_type columns
* Address PR #808 review comments
- Rename :csv_file to :import_file across controllers/views/tests
- Add PDF test fixture (sample_bank_statement.pdf)
- Add supports_pdf_processing? method for graceful degradation
- Revert unrelated database.yml pool change (600->3)
- Remove month_start_day schema bleed from other PR
- Fix PdfProcessor: use .strip instead of .strip_heredoc
- Add server-side PDF magic byte validation
- Conditionally show PDF import option when AI provider available
- Fix ProcessPdfJob: sanitize errors, handle update failure
- Move pdf_file attachment from Import to PdfImport
- Document deduplication logic limitations
- Fix ImportBankStatement: catch specific exceptions only
- Remove unnecessary require 'set'
- Remove dead json_schema method from PdfProcessor
- Reduce default OpenAI timeout from 600s to 60s
- Fix nil guard in text mailer template
- Add require 'csv' to ImportBankStatement
- Remove Gemfile pdf-reader comment
* Fix RuboCop indentation in ProcessPdfJob
* Refactor PDF import check to use model predicate method
Replace is_a?(PdfImport) type check with requires_csv_workflow? predicate
that leverages STI inheritance for cleaner controller logic.
* Fix missing 'unknown' locale key and schema version mismatch
- Add 'unknown: Unknown Document' to document_types locale
- Fix schema version to match latest migration (2026_01_24_180211)
* Document OPENAI_REQUEST_TIMEOUT env variable
Added to .env.local.example and docs/hosting/ai.md
* Rename ALLOWED_MIME_TYPES to ALLOWED_CSV_MIME_TYPES for clarity
* Add comment explaining requires_csv_workflow? predicate
* Remove redundant required_column_keys from PdfImport
Base class already returns [] by default
* Add ENV toggle to disable PDF processing for non-vision endpoints
OPENAI_SUPPORTS_PDF_PROCESSING=false can be used for OpenAI-compatible
endpoints (e.g., Ollama) that don't support vision/PDF processing.
* Wire up transaction extraction for PDF bank statements
- Add extracted_data JSONB column to imports
- Add extract_transactions method to PdfImport
- Call extraction in ProcessPdfJob for bank statements
- Store transactions in extracted_data for later review
* Fix ProcessPdfJob retry logic, sanitize and localize errors
- Allow retries after partial success (classification ok, extraction failed)
- Log sanitized error message instead of raw message to avoid data leakage
- Use i18n for user-facing error messages
* Add vision-capable model validation for PDF processing
* Fix drag-and-drop test to use correct field name csv_file
* Schema bleedover from another branch
* Fix drag-drop import form field name to match controller
* Add vision capability guard to process_pdf method
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* Add security remapping support to holdings
- Introduced `provider_security` tracking for holdings with schema updates.
- Implemented security remap/reset workflows in `Holding` model and UI.
- Updated routes, controllers, and tests to support new functionality.
- Enhanced client-side interaction with Stimulus controller for remapping.
# Conflicts:
# app/components/UI/account/activity_feed.html.erb
# db/schema.rb
* Refactor "New transaction" to "New activity" across UI and tests
- Updated localized strings, button labels, and ARIA attributes.
- Improved error handling in holdings' current price display.
- Scoped fallback queries in `provider_import_adapter` to prevent overwrites.
- Added safeguard for offline securities in price fetching logic.
* Update security remapping to merge holdings on collision by deleting duplicates
- Removed error handling for collisions in `remap_security!`.
- Added logic to merge holdings by deleting duplicates on conflicting dates.
- Modified associated test to validate merging behavior.
* Update security remapping to merge holdings on collision by combining qty and amount
- Modified `remap_security!` to merge holdings by summing `qty` and `amount` on conflicting dates.
- Adjusted logic to calculate `price` for merged holdings.
- Updated test to validate new merge behavior.
* Improve DOM handling in Turbo redirect action & enhance holdings merge logic
- Updated Turbo's custom `redirect` action to use the "replace" option for cleaner DOM updates without clearing the cache.
- Enhanced holdings merge logic to calculate weighted average cost basis during security remapping, ensuring more accurate cost_basis updates.
* Track provider_security_id during security updates to support reset workflows
* Fix provider tracking: guard nil ticker lookups and preserve merge attrs
- Guard fallback 1b lookup when security.ticker is blank to avoid matching NULL tickers
- Preserve external_id, provider_security_id, account_provider_id during collision merge
* Fix schema.rb version after merge (includes tax_treatment migration)
* fix: Rename migration to run after schema version
The migration 20260117000001 was skipped in CI because it had a timestamp
earlier than the schema version (2026_01_17_200000). CI loads schema.rb
directly and only runs migrations with versions after the schema version.
Renamed to 20260119000001 so it runs correctly.
* Update schema: remove Coinbase tables, add new fields and indexes
* Update schema: add back `tax_treatment` field with default value "taxable"
* Improve Turbo redirect action: use "replace" to avoid form submission in history
* Lock merged holdings to prevent provider overwrites and fix activity feed template indentation
* Refactor holdings transfer logic: enforce currency checks during collisions and enhance merge handling
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
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>
---------
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>
* Update activity menu to conditionally display options for linked and investment accounts
* Update transaction test to reflect "New activity" menu change
---------
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
* fix: Allow locale preview on onboarding preferences page
When a user selects a different language on /onboarding/preferences,
the page now immediately displays in the selected language. This is
achieved by checking for a valid locale URL parameter before falling
back to the family's saved locale setting.
* fix: Harden locale param handling and restore locale in tests
- Add type check to ensure params[:locale] is a String before calling
.to_sym, preventing 500 errors from array/hash injection attacks
- Add teardown to tests to restore original locale, preventing test
pollution
* fix: Reload family in teardown to handle update_column
* fix: Remove edge case test that used update_column with nil locale
* fix: Simplify localize tests - rely on fixture defaults and transactional isolation
* fix: Update system test to expect Spanish button text after locale preview
* refactor: Use I18n.t for button text in system test instead of hardcoded string
---------
Co-authored-by: Claude <noreply@anthropic.com>
* 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
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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>
- 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
* Add new settings sections and update tests
Added 'Recurring', 'LLM Usage', and 'Providers' sections to the settings navigation in SettingsHelper. Updated system tests to include these new sections and added missing entries for 'Billing', 'Self-Hosting', 'Imports', and 'SimpleFin' to ensure test coverage matches the navigation.
* Fix tests
* fix test
* Restrict advanced settings to admin users
Added `admin_user?` and `self_hosted_and_admin?` helper methods. Advanced settings menu items now require admin privileges, and self-hosting settings require both self-hosted and admin status.
* Show admin-only settings links for admin users
Moved admin-specific settings links to be conditionally added only for admin users in the settings system test. This ensures that non-admin users do not see admin-only settings options during tests.
* Update settings_test.rb
* Update settings_test.rb
* Update en.yml
* Update settings_helper.rb
* Update settings_test.rb
* Update settings_test.rb
* Rename 'Recurring Transactions' to 'Recurring' in settings
Revert the label 'Recurring Transactions' to 'Recurring' in the settings navigation, locale file, and related system test to simplify terminology and improve consistency.
* Minor formatting update in settings test
No functional changes; adjusted whitespace in the admin settings links array for consistency.
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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Added a sleep delay to ensure the AI Assistant is properly disabled before asserting the path and user state.
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Implement Yahoo Finance
* Added tests
* Updated hosting controller to check for managed app_mode instead of env_override
* Suggestions from CodeRabbit and Fixes on tests
* Remove Css changes
* Fix yahoo finance impl and i18n
* Updated view to use healthy method
* remove usage
* Updated env example
* keep usage on class just to keep same format
* Ci test
* Remove some useless validations
* Remove logs
* Linter fixes
* Broke this in my conflict merge
* Wrong indentation level
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add OpenID Connect login support
* Add docs for OIDC config with Google Auth
* Use Google styles for log in
- Add support for linking existing account
- Force users to sign-in with passoword first, when linking existing accounts
- Add support to create new user when using OIDC
- Add identities to user to prevent account take-ver
- Make tests mocking instead of being integration tests
- Manage session handling correctly
- use OmniAuth.config.mock_auth instead of passing auth data via request env
* Conditionally render Oauth button
- Set a config item `configuration.x.auth.oidc_enabled`
- Hide button if disabled
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
* Remove orphan function
* Add centralized branding helpers and update locales
* Remove _plus and add (proper) brand
* No longer Sure, configurable
* Consistency with compose file naming
* Missed `product_name` mapping
* Fix brand/product name in mailers
* Product name in email reset flow
* Fix i18n errors/tests
* Fix password mailer brand/product name (again)
* Missed hardcoded `Sure` in onboarding goals
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* PR nitpick on documentation
* Missing interpolation key for invited UI
* Orphan assets
* New logos
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Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* Implement support for generic OpenAI api
- Implements support to route requests to any openAI capable provider ( Deepsek, Qwen, VLLM, LM Studio, Ollama ).
- Keeps support for pure OpenAI and uses the new better responses api
- Uses the /chat/completions api for the generic providers
- If uri_base is not set, uses default implementation.
* Fix json handling and indentation
* Fix linter error indent
* Fix tests to set env vars
* Fix updating settings
* Change to prefix checking for OAI models
* FIX check model if custom uri is set
* Change chat to sync calls
Some local models don't support streaming. Revert to sync calls for generic OAI api
* Fix tests
* Fix tests
* Fix for gpt5 message extraction
- Finds the message output by filtering for "type" == "message" instead of assuming it's at index 0
- Safely extracts the text using safe navigation operators (&.)
- Raises a clear error if no message content is found
- Parses the JSON as before
* Add more langfuse logging
- Add Langfuse to auto categorizer and merchant detector
- Fix monitoring on streaming chat responses
- Add Langfuse traces also for model errors now
* Update app/models/provider/openai.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
* handle nil function results explicitly
* Exposing some config vars.
* Linter and nitpick comments
* Drop back to `gpt-4.1` as default for now
* Linter
* Fix for strict tool schema in Gemini
- This fixes tool calling in Gemini OpenAI api
- Fix for getTransactions function, page size is not used.
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Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Replace Maybe for Sure in select code areas
* Make sure passwords are consistent
* Remove (admin|member) from demo data first name
* Database and schema names finally to `sure`
* Fix broken test
* Another (benchmarking) database name to `sure_*`
* More rebranding to Sure
* Missed this Maybe mention in the same page
* Random nitpicks and more Maybes
* Demo data accounts and more Maybes
* Test data account updates
* Impersonation test accounts
* Consistency with `compose.example.yml`
* add initial pages for Bank Sync and Lunch Flow
* update breadcrumbs on Lunch Flow page
* update content for Lunch Flow page
* add norefeerrer to Github link
* update lunch flow url
* nest lunch_flow resource under bank_sync
* add a provider link partial
* remove trailing whitespaces
* update providers style to match merchants page
* remove separate lunch flow page
* fix hover on dark mode
* point lunch flow to custom sure landing page
* [i18n] Bank Sync label
* [i18n] API Keys
* [i18n] Self-Hosting consistency
* Security breadcrum, not "securities" default
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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Remove Synth Finance integration
* Linter noise
* Fix failing (old) test, use it for Twelve Data
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* 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
* Initial data objects
* Remove trend calculator
* Fill in balance reconciliation for entry group
* Initial tooltip component
* Balance trends in activity view
* Lint fixes
* trade partial alignment fix
* Tweaks to balance calculation to acknowledge holdings value better
* More lint fixes
* Bump brakeman dep
* Test fixes
* Remove unused class
