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.
- 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
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>
* 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
- Fix API key scopes validation in test (only one scope allowed)
- Update validation error test to match actual behavior
- Fix regenerating API key test path assertion
- Fix revoke confirmation dialog test to work with custom modal
- Fix trades test ticker symbol reference
- Add small delays for modal animations in system tests
All 59 system tests now pass.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* 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>
