* feat(statements): add account statement vault
Add web-only statement uploads, account linking, duplicate detection, and per-account coverage/reconciliation checks without mutating transactions. Extend ActiveStorage authorization and targeted tests for family/account scoping.
* fix(statements): return deleted account statements to inbox
Preserve linked statement records when an account is deleted by moving them back to the unmatched inbox, then expand coverage for upload validation, sanitized parser metadata, unavailable reconciliation, and missing-month coverage.
* fix(statements): harden vault upload review flows
Address review and security findings in the statement vault by preserving sanitized parser metadata, failing closed on orphaned statement blobs, avoiding account_id mass assignment permits, and adding regression coverage for link/delete edge cases.
* fix(statements): harden vault upload and access controls
* fix(statements): address vault hardening review
* fix(statements): address vault review feedback
Prioritize SHA-256 duplicate detection while preserving MD5 fallback for legacy rows.
Remove free-form account notes from statement matching, document direct account-destroy unlinking, and add year-selectable historical coverage with muted out-of-range months.
* fix(statements): harden vault review follow-ups
Clarify legacy MD5 checksum use, whitelist statement balance helper dispatch, and preserve sanitized parser metadata.
Hide statement management controls from read-only viewers while keeping server-side authorization unchanged.
* fix(statements): repair settings system coverage
Allow the changelog provider lookup in the self-hosting settings system test, include Statement Vault in settings navigation coverage, and align the feature title casing. Update the devcontainer so ActiveStorage and parallel system tests can run in the documented environment.
* fix(statements): move vault beside accounts
Place Statement Vault with account settings instead of between Imports and Exports. Keep settings footer ordering and system navigation coverage aligned, including the non-admin visibility guard.
* fix(statements): address vault review cleanup
Resolve CodeRabbit review feedback for statement upload validation, duplicate race handling, account statement matching semantics, metadata detection, ActiveStorage authorization tests, and small UI/style cleanups.
* fix(statements): address vault cleanup review
* fix(statements): deduplicate vault style helpers
* fix(statements): close vault review follow-ups
* fix(statements): refresh schema after upstream rebase
* fix(statements): process vault uploads sequentially
* fix(statements): close vault review follow-ups
* fix(statements): scope vault index to accessible accounts
* fix(statements): harden statement vault readiness
Squash the statement vault migration hardening into the feature migration, tighten Active Storage authorization edge cases, bound CSV metadata detection, and add real PDF fixture coverage for stored statements.
Validation: targeted statement/auth/controller/provider tests, full Rails suite, system tests, RuboCop, Biome, Brakeman, Zeitwerk, importmap audit, npm audit, ERB lint, CodeRabbit, and Codex Security all passed locally.
* fix(statements): close vault review follow-ups
Move statement unlinking to after account destroy commit, keep Kraken account creation on the shared crypto helper, and add statement metadata length limits with DB checks.
Validation: fresh devcontainer with fresh DB via db:prepare, focused account/statement/Kraken/Binance tests, RuboCop, Brakeman, Zeitwerk, git diff --check, CodeRabbit, and Codex Security passed before commit.
* fix(statements): address vault scan follow-ups
Move statement tab data setup out of the ERB partial, harden reconciliation labels and coverage initialization, and tighten statement schema constraints.
Validation: CodeRabbit and Codex Security reviewed the current PR diff; Rails focused tests, full Rails tests, system tests, RuboCop, Brakeman, Zeitwerk, ERB lint, npm lint, importmap audit, npm audit, and git diff --check passed.
* fix(statements): defer vault tab loading
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Make categories global
This solves us A LOT of cash flow and budgeting problems.
* Update schema.rb
* Update auto_categorizer.rb
* Update income_statement.rb
* FIX budget sub-categories
* FIX sub-categories and tests
* Add 2 step migration
* fix: locale-dependent category duplication bug
* fix: use family locale for investment contributions category to prevent duplicates and handle legacy data
* Remove v* tag trigger from flutter-build to fix double-runs
publish.yml already calls flutter-build via workflow_call on v* tags,
so the direct push trigger was causing duplicate workflow runs.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Refactor mobile release asset flow
* fix: category uniqueness and workflow issues
* fix: fix test issue
* fix: solve test issue
* fix: resolve legacy problem
* fix: solve lint test issue
* fix: revert unrelated changes
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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
* 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
---------
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 Synth Finance integration
* Linter noise
* Fix failing (old) test, use it for Twelve Data
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:
1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances
This provides several benefits:
- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
* Save work
* Subscriptions and trials domain
* Store family ID on customer
* Remove indirection of stripe calls
* Test simplifications
* Update brakeman
* Fix stripe tests in CI
* Update billing page to show subscription details
* Remove legacy columns
* Complete billing settings page
* Fix hardcoded plan name
* Handle subscriptions for self hosting mode
* Lint fixes
* AI sidebar
* Add chat and message models with associations
* Implement AI chat functionality with sidebar and messaging system
- Add chat and messages controllers
- Create chat and message views
- Implement chat-related routes
- Add message broadcasting and user interactions
- Update application layout to support chat sidebar
- Enhance user model with initials method
* Refactor AI sidebar with enhanced chat menu and interactions
- Update sidebar layout with dynamic width and improved responsiveness
- Add new chat menu Stimulus controller for toggling between chat and chat list views
- Improve chat list display with recent chats and empty state
- Extract AI avatar to a partial for reusability
- Enhance message display and interaction styling
- Add more contextual buttons and interaction hints
* Improve chat scroll behavior and message styling
- Refactor chat scroll functionality with Stimulus controller
- Optimize message scrolling in chat views
- Update message styling for better visual hierarchy
- Enhance chat container layout with flex and auto-scroll
- Simplify message rendering across different chat views
* Extract AI avatar to a shared partial for consistent styling
- Refactor AI avatar rendering across chat views
- Replace hardcoded avatar markup with a reusable partial
- Simplify avatar display in chats and messages views
* Update sidebar controller to handle right panel width dynamically
- Add conditional width class for right sidebar panel
- Ensure consistent sidebar toggle behavior for both left and right panels
- Use specific width class for right panel (w-[375px])
* Refactor chat form and AI greeting with flexible partials
- Extract message form to a reusable partial with dynamic context support
- Create flexible AI greeting partial for consistent welcome messages
- Simplify chat and sidebar views by leveraging new partials
- Add support for different form scenarios (chat, new chat, sidebar)
- Improve code modularity and reduce duplication
* Add chat clearing functionality with dynamic menu options
- Implement clear chat action in ChatsController
- Add clear chat route to support clearing messages
- Update AI sidebar with dropdown menu for chat actions
- Preserve system message when clearing chat
- Enhance chat interaction with new menu options
* Add frontmatter to project structure documentation
- Create initial frontmatter for structure.mdc file
- Include description and configuration options
- Prepare for potential dynamic documentation rendering
* Update general project rules with additional guidelines
- Add rule for using `Current.family` instead of `current_family`
- Include new guidelines for testing, API routes, and solution approach
- Expand project-specific rules for more consistent development practices
* Add OpenAI gem and AI-friendly data representations
- Add `ruby-openai` gem for AI integration
- Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement
- Include Promptable module in both models
- Add savings rate calculation method in IncomeStatement
- Prepare financial models for AI-powered insights and interactions
* Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities
- Implement comprehensive AI financial query system with function-based interactions
- Add detailed debug logging for AI responses and function calls
- Extend BalanceSheet and IncomeStatement models with AI-friendly methods
- Create robust error handling and fallback mechanisms for AI queries
- Update chat and message views to support debug mode and enhanced rendering
- Add AI query routes and initial test coverage for financial assistant
* Refactor AI sidebar and chat layout with improved structure and comments
- Remove inline AI chat from application layout
- Enhance AI sidebar with more semantic HTML structure
- Add descriptive comments to clarify different sections of chat view
- Improve flex layout and scrolling behavior in chat messages container
- Optimize message rendering with more explicit class names and structure
* Add Markdown rendering support for AI chat messages
- Implement `markdown` helper method in ApplicationHelper using Redcarpet
- Update message view to render AI messages with Markdown formatting
- Add comprehensive Markdown rendering options (tables, code blocks, links)
- Enhance AI Financial Assistant prompt to encourage Markdown usage
- Remove commented Markdown CSS in Tailwind application stylesheet
* Missing comma
* Enhance AI response processing with chat history context
* Improve AI debug logging with payload size limits and internal message flag
* Enhance AI chat interaction with improved thinking indicator and scrolling behavior
* Add AI consent and enable/disable functionality for AI chat
* Upgrade Biome and refactor JavaScript template literals
- Update @biomejs/biome to latest version with caret (^) notation
- Refactor AI query and chat controllers to use template literals
- Standardize npm scripts formatting in package.json
* Add beta testing usage note to AI consent modal
* Update test fixtures and configurations for AI chat functionality
- Add family association to chat fixtures and tests
- Set consistent password digest for test users
- Enable AI for test users
- Add OpenAI access token for test environment
- Update chat and user model tests to include family context
* Simplify data model and get tests passing
* Remove structure.mdc from version control
* Integrate AI chat styles into existing prose pattern
* Match Figma design spec, implement Turbo frames and actions for chats controller
* AI rules refresh
* Consolidate Stimulus controllers, thinking state, controllers, and views
* Naming, domain alignment
* Reset migrations
* Improve data model to support tool calls and message types
* Tool calling tests and fixtures
* Tool call implementation and test
* Get assistant test working again
* Test updates
* Process tool calls within provider
* Chat UI back to working state again
* Remove stale code
* Tests passing
* Update openai class naming to avoid conflicts
* Reconfigure test env
* Rebuild gemfile
* Fix naming conflicts for ChatResponse
* Message styles
* Use OpenAI conversation state management
* Assistant function base implementation
* Add back thinking messages, clean up error handling for chat
* Fix sync error when security price has bad data from provider
* Add balance sheet function to assistant
* Add better function calling error visibility
* Add income statement function
* Simplify and clean up "thinking" interactions with Turbo frames
* Remove stale data definitions from functions
* Ensure VCR fixtures working with latest code
* basic stream implementation
* Get streaming working
* Make AI sidebar wider when left sidebar is collapsed
* Get tests working with streaming responses
* Centralize provider error handling
* Provider data boundaries
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
* User tickers as primary lookup symbol instead of isin
* Add security price provider
* Fetch security prices in bulk to improve sync performance
* Fetch prices in bulk, better mocking for tests
An overhaul and cleanup of the transactions feature including:
- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
* Add climate_control gem and test helper
* Replace ENV mods in upgrades test
* Replace ENV mods in registrations test
* Remove ENV references in hostings controller
* Update ENV refs in mailer test
* ActiveStorage cleanup
* Consolidate queue config so appropriate adapter runs in test environment
* Make test environment more explicit
* Centralize self hosting config
* Remove flaky system test
* Implement Synth as an exchange rate provider
* Add assertions to provider interface test
* Assert the correct provider error is raised
* Remove unnecessary parens
