* Add SearchFamilyImportedFiles assistant function with vector store support
Implement per-Family document search using OpenAI vector stores, allowing
the AI assistant to search through uploaded financial documents (tax returns,
statements, contracts, etc.). The architecture is modular with a provider-
agnostic VectorStoreConcept interface so other RAG backends can be added.
Key components:
- Assistant::Function::SearchFamilyImportedFiles - tool callable from any LLM
- Provider::VectorStoreConcept - abstract vector store interface
- Provider::Openai vector store methods (create, upload, search, delete)
- Family::VectorSearchable concern with document management
- FamilyDocument model for tracking uploaded files
- Migration adding vector_store_id to families and family_documents table
https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh
* Extract VectorStore adapter layer for swappable backends
Replace the Provider::VectorStoreConcept mixin with a standalone adapter
architecture under VectorStore::. This cleanly separates vector store
concerns from the LLM provider and makes it trivial to swap backends.
Components:
- VectorStore::Base — abstract interface (create/delete/upload/remove/search)
- VectorStore::Openai — uses ruby-openai gem's native vector_stores.search
- VectorStore::Pgvector — skeleton for local pgvector + embedding model
- VectorStore::Qdrant — skeleton for Qdrant vector DB
- VectorStore::Registry — resolves adapter from VECTOR_STORE_PROVIDER env
- VectorStore::Response — success/failure wrapper (like Provider::Response)
Consumers updated to go through VectorStore.adapter:
- Family::VectorSearchable
- Assistant::Function::SearchFamilyImportedFiles
- FamilyDocument
Removed: Provider::VectorStoreConcept, vector store methods from Provider::Openai
https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh
* Add Vector Store configuration docs to ai.md
Documents how to configure the document search feature, covering all
three supported backends (OpenAI, pgvector, Qdrant), environment
variables, Docker Compose examples, supported file types, and privacy
considerations.
https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh
* No need to specify `imported` in code
* Missed a couple more places
* Tiny reordering for the human OCD
* Update app/models/assistant/function/search_family_files.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* PR comments
* More PR comments
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Claude <noreply@anthropic.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>
* First cut of a simplified "intro" UI layout
* Linter
* Add guest role and intro-only access
* Fix guest role UI defaults (#940)
Use enum predicate to avoid missing role helper.
* Remove legacy user role mapping (#941)
Drop the unused user role references in role normalization
and SSO role mapping forms to avoid implying a role that
never existed.
Refs: #0
* Remove role normalization (#942)
Remove role normalization
Roles are now stored directly without legacy mappings.
* Revert role mapping logic
* Remove `normalize_role_settings`
* Remove unnecessary migration
* Make `member` the default
* Broken `.erb`
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Add Indexa Capital provider scaffold
Generate Indexa Capital provider scaffolding and align credential fields with the API authentication requirements.
* Fix PR 926 lint and schema CI failures
* Implement Indexa Capital provider with real API integration
- Rewrite all broken view templates (were meta-ERB from code generator)
- Create missing select_accounts.html.erb template
- Implement real API calls: list_accounts via /users/me, get_holdings
via /accounts/{number}/fiscal-results, get_account_balance via
/accounts/{number}/performance
- Add API token auth support (stored token > env token > credentials)
- Add api_token column with encryption support
- Redesign settings panel: API token prominent, credentials collapsible
- Fix account balances display using performance endpoint portfolios
- Fix accounts index empty-state guard missing indexa_capital_items
- Simplify activities fetch job (no activities API endpoint exists)
- Fix i18n interpolation (%%{ -> %{) throughout locale file
* Add tests for Indexa Capital provider integration
- IndexaCapitalItemTest: validations, credentials, scopes, sync status
- IndexaCapitalAccountTest: upsert, holdings, account provider linking
- Provider::IndexaCapitalTest: auth modes, API stubs, error handling
- IndexaCapitalItemsControllerTest: CRUD, setup, linking, authorization
- Fixtures for items (token + credentials) and accounts (mutual + pension)
52 tests, 98 assertions, 0 failures
* Address code review feedback from PR #933
- Fix zero balance bug: use `nil?` instead of `present?` so 0 is stored
- Fix has_indexa_capital_credentials? to check api_token (was ignored)
- Fix build_provider to delegate to Provided concern (was ignoring token)
- Fix IndexaCapital section outside encryption_error guard in settings
- Add account_number sanitization to prevent path traversal in API URLs
- Replace all skipped processor tests with real working tests
- Add zero-balance and path-traversal test coverage
61 tests, 107 assertions, 0 failures
* Address code review round 2: credentials validation, RuboCop, test quality
- Fix RuboCop SpaceInsideArrayLiteralBrackets in credentials check
- Chain where.not calls so all three username/document/password must be present
- Require all three credentials (||) instead of any one (&&) in validate_configuration!
- Move attr_reader to private to avoid exposing credentials publicly
- Parse dates with Date.parse in extract_balance for robustness
- Remove stale TODO and Crypto from supported_account_types
- Order build_provider query deterministically by created_at
- Replace no-op holdings assertion with meaningful assert_difference
* Address code review round 3: JSON parse safety and test precision
- Rescue JSON::ParserError on 2xx responses for clearer error messages
- Fix weak balance assertion: set balance to 0 before processing, assert
expected value (27093.01 = sum of holdings amounts)
* Include Indexa Capital in automatic family sync
Add indexa_capital_items to Family::Syncer#child_syncables so balances
and holdings refresh on daily auto-sync and login sync, not only on
manual sync button clicks.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add import row generation from PDF extracted data
- Add generate_rows_from_extracted_data method to PdfImport
- Add import! method to create transactions from PDF rows
- Update ProcessPdfJob to generate rows after extraction
- Update configured?, cleaned?, publishable? for PDF workflow
- Add column_keys, required_column_keys, mapping_steps
- Set bank statements to pending status for user review
- Add tests for new functionality
Closes#844
* Add tests for BankStatementExtractor
- Test transaction extraction from PDF content
- Test deduplication across chunk boundaries
- Test amount normalization for various formats
- Test graceful handling of malformed JSON responses
- Test error handling for empty/nil PDF content
* Fix supports_pdf_processing? to validate effective model
The validation was always checking @default_model, but process_pdf
allows overriding the model via parameter. This could cause a
vision-capable override model to be rejected, or a non-vision-capable
override to pass validation only to fail during processing.
Changes:
- supports_pdf_processing? now accepts optional model parameter
- process_pdf passes effective model to validation
- Raise Provider::Openai::Error inside with_provider_response for
consistent error handling
Addresses review feedback from PR#808
* Fix insert_all! bug: explicitly set import_id
Rails insert_all! on associations does NOT auto-set the foreign key.
Added import_id explicitly and use Import::Row.insert_all! directly.
Also reload rows before counting to ensure accurate count.
* Fix pending status showing as processing for bank statements with rows
When bank statement PDF imports have extracted rows, show a 'Ready for Review'
screen with a link to the confirm path instead of the 'Processing' spinner.
This addresses the PR feedback that users couldn't reach the review flow even
though rows were created.
* Gate publishable? on account.present? to prevent import failure
PDF imports are created without an account, and import! raises if account
is missing. This prevents users from hitting publish and having the job fail.
* Wrap generate_rows_from_extracted_data in transaction for atomicity
- Clear rows and reset count even when no transactions extracted
- Use transaction block to prevent partial updates on failure
- Use mapped_rows.size instead of reload for count
* Localize transactions count string with i18n helper
* Add AccountMapping step for PDF imports when account is nil
PDF imports need account selection before publishing. This adds
Import::AccountMapping to mapping_steps when account is nil,
matching the behavior of TransactionImport and TradeImport.
Addresses PR#846 feedback about account selection for PDF imports.
* Only include CategoryMapping when rows have non-empty categories
PDF extraction doesn't extract categories from bank statements,
so the CategoryMapping step would show empty. Now we only include
CategoryMapping if rows actually have non-empty category values.
This prevents showing an empty mapping step for PDF imports.
* Fix PDF import UI flow and account selection
- Add direct account selection in PDF import UI instead of AccountMapping
- AccountMapping designed for CSV imports with multiple account values
- PDF imports need single account for all transactions
- Add update action and route for imports controller
- Fix controller to handle pdf_import param format from form_with
- Show Publish button when import is publishable (account set)
- Fix stepper nav: Upload/Configure/Clean non-clickable for PDF imports
- Redirect PDF imports from configuration step (auto-configured)
- Improve AI prompt to recognize M-PESA/mobile money as bank statements
- Fix migration ordering for import_rows table columns
* Add guard for invalid account_id in imports#update
Prevents silently clearing account when invalid ID is passed.
Returns error message instead of confusing 'Account saved' notice.
* Localize step names in import nav and add account guard
- Use t() helper for all step names (Upload, Configure, Clean, Map, Confirm)
- Add guard for invalid account_id in imports#update
- Prevents silently clearing account when invalid ID is passed
* Make category column migrations idempotent
Check if columns exist before adding to prevent duplicate column
errors when migrations are re-run with new timestamps.
* Add match_path for PDF import step highlighting
Fixes step detection when path is nil by using separate match_path
for current step highlighting while keeping links disabled.
* Rename category migrations and update to Rails 7.2
- Rename class to EnsureCategoryFieldsOnImportRows to avoid conflicts
- Rename class to EnsureCategoryIconOnImportRows
- Update migration version from 7.1 to 7.2 per guidelines
- Rename files to match class names
- Add match_path for PDF import step highlighting
* Use primary (black) style for Create Account and Save buttons
* Remove match_path from auto-completed PDF steps
Only step 4 (Confirm) needs match_path for active-step detection.
Steps 1-3 are purely informational and always complete.
* Add fallback for document type translation
Handles nil or unexpected document_type values gracefully.
Also removes match_path from auto-completed PDF steps.
* Use index-based step number for mobile indicator
Fixes 'Step 5 of 4' issue when Map step is dynamically removed.
* Fix hostings_controller_test: use blank? instead of nil
Setting returns empty string not nil for unset values.
* Localize step progress label and use design token
* Fix button styling: use design system Tailwind classes
btn--primary and btn--secondary CSS classes don't exist.
Use actual design system classes from DS::Buttonish.
* Fix CRLF line endings in tags_controller_test.rb
---------
Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.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>
* Introduce SnapTrade integration with models, migrations, views, and activity processing logic.
* Refactor SnapTrade activities processing: improve activity fetching flow, handle pending states, and update UI elements for enhanced user feedback.
* Update Brakeman ignore file to include intentional redirect for SnapTrade OAuth portal.
* Refactor SnapTrade models, views, and processing logic: add currency extraction helper, improve pending state handling, optimize migration checks, and enhance user feedback in UI.
* Remove encryption for SnapTrade `snaptrade_user_id`, as it is an identifier, not a secret.
* Introduce `SnaptradeConnectionCleanupJob` to asynchronously handle SnapTrade connection cleanup and improve i18n for SnapTrade item status messages.
* Update SnapTrade encryption: make `snaptrade_user_secret` non-deterministic to enhance security.
---------
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>
* Add `investment_activity_label` to trades and enhance activity label handling
- Introduced `investment_activity_label` column to the `trades` table with a migration.
- Backfilled existing `trades` with activity labels based on quantity (`Buy`, `Sell`, or `Other`).
- Replaced `category_id` in trades with `investment_activity_label` for better alignment with transaction labels.
- Updated views and controllers to display and manage activity labels for trades.
- Added localized badge components for displaying and editing labels dynamically.
- Enhanced `PlaidAccount::Investments::TransactionsProcessor` to assign and process activity labels automatically.
- Added investment flows section to reports for tracking contributions and withdrawals.
- Refactored related tests and models for consistency and to ensure proper validation and filtering.
* Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions
- Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature.
- Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers.
- Streamlined UI for trade and transaction forms by updating dropdown options and label text.
- Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility.
- Adjusted tests and views to align with updated workflows and ensure consistent behavior.
* Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions
- Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature.
- Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers.
- Streamlined UI for trade and transaction forms by updating dropdown options and label text.
- Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility.
- Adjusted tests and views to align with updated workflows and ensure consistent behavior.
* Improve handling of `investment_activity_label`, trade type, and security selection in trades and transactions
- Refined label assignment logic in `trades_controller` to default to `Buy`/`Sell` based on transaction nature.
- Simplified security selection in `transactions_controller` by resolving via unique IDs or custom tickers.
- Streamlined UI for trade and transaction forms by updating dropdown options and label text.
- Enabled quick-edit badges to open `convert_to_trade` modal when applicable, enhancing flexibility.
- Adjusted tests and views to align with updated workflows and ensure consistent behavior.
* Add safeguard for `dropdownTarget` existence in quick edit controller
- Prevent errors by ensuring `dropdownTarget` is present before toggling its visibility.
* Fix undefined method 'category' for Trade on mobile view
Trade model uses investment_activity_label, not category. The upstream
merge introduced a call to trade.category which doesn't exist. Use the
activity label badge on mobile instead.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* Fix activity label logic for zero/blank quantity and sell inference
- Return `nil` for blank or zero quantity in `investment_activity_label_for`.
- Correct `is_sell` logic to use the amount’s sign properly in `transactions_controller`.
* Fix i18n key paths in transactions controller for convert_to_trade
- Update flash message translations to use full i18n paths.
- Use `BigDecimal` for quantity and price calculations to improve precision.
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
* Add liability balance normalization logic with comprehensive tests
- Updated `SimplefinAccount::Processor` to normalize liability balances based on observed values, ensuring correct handling of debts and overpayments.
- Enhanced `SimplefinItem::Importer` to apply similar normalization rules during imports, improving consistency.
- Added multiple test cases in `SimplefinAccountProcessorTest` to validate edge cases for liabilities and mixed-sign scenarios.
- Introduced helper methods (`to_decimal`, `same_sign?`) to simplify numeric operations in normalization logic.
* Add overpayment detection for liabilities with heuristic-based classification
- Introduced `SimplefinAccount::Liabilities::OverpaymentAnalyzer` to classify liability balances as credit, debt, or unknown using transaction history.
- Updated `SimplefinAccount::Processor` and `SimplefinItem::Importer` to integrate heuristic-based balance normalization with fallback logic for ambiguous cases.
- Added comprehensive unit tests in `OverpaymentAnalyzerTest` to validate classification logic and edge cases.
- Enhanced logging and observability around classification results and fallback scenarios.
* Refactor liability handling for better fallback consistency
- Updated `sticky_key` method in `OverpaymentAnalyzer` to handle missing `@sfa.id` with a default value.
- Enhanced `SimplefinAccount::Processor` to use `with_indifferent_access` for `raw_payload` and `org_data`, improving robustness in liability type inference.
* Extract numeric helper methods into `SimplefinNumericHelpers` concern and apply across models
- Moved `to_decimal` and `same_sign?` methods into a new `SimplefinNumericHelpers` concern for reuse.
- Updated `OverpaymentAnalyzer`, `Processor`, and `Importer` to include the concern and remove redundant method definitions.
- Added empty fixtures for `simplefin_accounts` and `simplefin_items` to ensure test isolation.
- Refactored `OverpaymentAnalyzerTest` to reduce fixture dependencies and ensure cleanup of created records.
* Refactor overpayment detection logic for clarity and fallback consistency
- Simplified `enabled?` method in `OverpaymentAnalyzer` for clearer precedence order (Setting > ENV > default).
- Added `parse_bool` helper to streamline boolean parsing.
- Enhanced error handling with detailed logging for transaction gathering failures.
- Improved `sticky_key` method to use a temporary object ID fallback when `@sfa.id` is missing.
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* Fix investments retrieval
Problem Summary
Stock prices for securities like European stocks become stale because:
1. sync_all_accounts runs at 2:22 UTC (before European markets open)
2. Provider doesn't have today's price yet, so importer gap-fills with LOCF (yesterday's price)
3. Later import_market_data at 22:00 UTC sees all prices exist and skips fetching
4. Real closing price is never retrieved
Solution Overview
Add a provisional boolean column to mark gap-filled prices that should be re-fetched.
* Update schema.rb
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Implement recurring transactions support
* Amount fix
* Hide section when any filter is applied
* Add automatic identify feature
Automatic identification runs after:
- CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
- Plaid sync completes
- SimpleFIN sync completes
- LunchFlow sync completes
- Any new provider that we create.
* Fix linter and tests
* Fix address review
* FIX proper text sizing
* Fix further linter
Use circular distance to handle month-boundary wrapping
* normalize to a circular representation before computing the median
* Better tests validation
* Added some UI info
Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.
* Fix styling
* Revert text subdued look
* Match structure of the other sections
* Styling
* Restore positive amounts styling
* Shorten label for UI styling
---------
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
---------
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>
* 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 HTTParty gem for SimpleFin API integration
- Add HTTParty gem for making HTTP requests to SimpleFin API
- Required for SimpleFin protocol implementation
* 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
* 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
* 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
* 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
* 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
* 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
* 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
* 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
* 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.
* 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.
* 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)
* Remove SimpleFin demo file with outdated setup token
* Update SimpleFin User-Agent to use Sure Finance branding
* 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
* 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.
* Refactor SimpleFin controller to use model method
- Move SimpleFin item creation logic from controller to Family#create_simplefin_item!
- Remove duplication between controller and model
- Simplify controller to focus on web request/response handling
- Remove unused simplefin_provider method
- Follow Rails best practices for fat models, skinny controllers
* Fix critical data integrity issue in SimpleFin date parsing
- Remove fallback to Date.current when transaction dates fail to parse
- Raise ArgumentError instead to ensure data integrity
- Log detailed error messages for debugging
- Skip transactions with invalid dates rather than using incorrect dates
- Prevents hard-to-debug issues with balances and financial reports
* Address all Gemini code review feedback for SimpleFin integration
- Remove debug console.log statements from JavaScript controller
- Consolidate duplicate SimpleFin account creation methods into single method
- Refactor SimplefinItemsController to reduce complexity with helper methods
- Fix HTTParty thread-safety by moving SSL options to class level
- Remove redundant HTTParty options from individual requests
- Add proper error logging for invalid currency URIs
- Extract sync button path logic to AccountsHelper#sync_path_for method
- DRY up repeated subtype dropdown code with reusable partial and data structure
All SimpleFin tests passing (16/16). Code quality improvements maintain
backward compatibility while following Rails best practices.
* Fix tests for subtype delegation to accountable models
The subtype attribute was moved from Account to individual accountable models
to enable users to select specific subtypes during SimpleFin account import.
This change allows for better account categorization and more precise display
of account types (e.g., "HSA" instead of generic "Cash").
However, tests and the PlaidAccount processor weren't updated to work with
the new delegation pattern. This commit fixes:
- PlaidAccount::Processor now sets subtype on accountable and uses enrichable
pattern to respect user locks
- PropertiesController updated to handle subtype via accountable_attributes
- Test fixtures corrected to set subtype on accountable models not Account
- Tests updated to work with the delegated subtype pattern
All originally failing tests now pass:
- PropertiesControllerTest#test_updates_property_overview
- PlaidAccount::ProcessorTest (2 failing tests)
- AccountTest#test_gets_short/long_subtype_label
* Fix trailing whitespace (rubocop auto-fix)
* Add option to "skip" adding an account
* Revert "Gate SimpleFin option behind US region check"
This reverts commit 43b339940b.
* Fix SimpleFin transaction syncing and clean up debug logging
- Fix transaction creation to use Entry/entryable pattern instead of creating Transaction directly
- Handle both string and symbol keys in transaction data using with_indifferent_access
- Fix amount parsing to use BigDecimal instead of converting to cents
- Use plaid_id field for external ID storage to prevent duplicates
- Remove excessive debug logging while keeping essential error logging
SimpleFin transaction sync now works correctly, creating proper Entry records
with accurate dollar amounts and preventing duplicate transactions.
* Not sure how skipping worked for me the first time
* Fix SimpleFin new account setup flow and UI dark mode issues
- Fix accounts showing as 'unknown' by displaying proper account type from Account model
- Fix new accounts in existing connections not triggering setup flow with correct query
- Fix dark mode colors throughout SimpleFin views using design system tokens
- Improve UI logic to show existing accounts alongside new account setup prompt
- Remove balance attribute error when creating CreditCard accounts
- Simplify CreditCard subtype selection (auto-default to credit_card)
* Fix linter issues (trailing whitespace and ERB formatting)
* Remove SimpleFin button from create accounts view
SimpleFin doesn't work like Plaid - no need for separate connection creation for new accounts, just refresh existing connection.
* Add missing SimpleFin attributes and fix balance attribute error
- Add balance_date field to SimpleFin accounts to capture balance timestamp from protocol
- Enhanced build_simplefin_accountable_attributes to set available_credit for CreditCard accounts
- Fixed model mismatch where balance was being set on accountable models instead of Account model
- Updated tests to verify balance_date parsing functionality
This addresses the balance attribute error from commit 6681537b and ensures we're capturing
all available SimpleFin protocol data properly.
* Store all SimpleFin protocol fields in JSONB following existing patterns
* Fix SimpleFin API date parameter format and improve error handling
- Change date parameters from string format to Unix timestamps as required by SimpleFin API
- Add better error handling for 400 Bad Request responses
- Add more detailed error logging for debugging failed API calls
This fixes the issue where SimpleFin was only returning recent transactions
instead of historical data when start_date was provided.
* Implement comprehensive historical transaction sync for SimpleFin
- Add start_date parameter to SimpleFin API calls for historical data
- Use 100-year lookback for first sync to capture all available history
- Use 7-day buffer for incremental syncs to catch late-posting transactions
- Fix transaction storage to prevent data loss during account updates
- Remove verbose logging for cleaner output
This ensures users get all their historical transactions on first sync,
not just recent ones.
* Fix SimpleFin transaction sign convention to match Maybe's format
- Negate SimpleFin amounts to convert from banking convention to Maybe's format
- SimpleFin: expenses negative, income positive (banking convention)
- Maybe: expenses positive, income negative (internal convention)
- Improve date parsing to handle multiple date formats (Unix timestamps, strings, Date objects)
This fixes the issue where expenses showed as negative in the UI instead of positive.
* Add SimpleFin account association and fix balance handling for liabilities
- Add belongs_to :simplefin_account association to Account model
- Fix balance handling for credit cards and loans (use absolute value)
- SimpleFin returns negative balances for liabilities, but Maybe expects positive
This enables displaying organization names and ensures correct balance display.
* Display organization names throughout SimpleFin interface
- Show institution names under SimpleFin connection titles
- Display organization names next to account names (e.g., "360 Checking • Capital One")
- Add organization info to all SimpleFin account displays:
- Account setup page
- SimpleFin item details page
- Regular account lists for SimpleFin accounts
- Use org_data from SimpleFin accounts with fallback to institution_name
This improves account identification by showing which financial institution
each account belongs to throughout the SimpleFin workflow.
* Fix SimpleFin UI styling to match design system
- Replace custom styles with DS components (DS::FilledIcon, DS::Link, DS::Button)
- Use proper design system tokens instead of hardcoded colors
- Fix form select styling to match design system patterns
- Update empty states to use consistent styling
- Ensure all SimpleFin views follow the app's design system
This makes the SimpleFin interface consistent with the rest of the app.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
- Replace API keys with OAuth2 tokens for mobile apps
- Add device tracking and management for mobile sessions
- Implement 30-day token expiration with refresh tokens
- Add MFA/2FA support for mobile login
- Create dedicated auth endpoints (signup/login/refresh)
- Skip CSRF protection for API endpoints
- Return plaintext tokens (not hashed) in responses
- Track devices with unique IDs and metadata
- Enable seamless native mobile experience without OAuth redirects
This provides enterprise-grade security for the iOS/Android apps while maintaining a completely native authentication flow.
🤖 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>
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
* Domain model sketch
* Scaffold out rules domain
* Migrations
* Remove existing data enrichment for clean slate
* Sketch out business logic and basic tests
* Simplify rule scope building and action executions
* Get generator working again
* Basic implementation + tests
* Remove manual merchant management (rules will replace)
* Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e.
* Family and Provider merchants model
* Fix brakeman warnings
* Fix notification loader
* Update notification position
* Add Rule action and condition registries
* Rule form with compound conditions and tests
* Split out notification types, add CTA type
* Rules form builder and Stimulus controller
* Clean up rule registry domain
* Clean up rules stimulus controller
* CTA message for rule when user changes transaction category
* Fix tests
* Lint updates
* Centralize notifications in Notifiable concern
* Implement category rule prompts with auto backoff and option to disable
* Fix layout bug caused by merge conflict
* Initialize rule with correct action for category CTA
* Add rule deletions, get rules working
* Complete dynamic rule form, split Stimulus controllers by resource
* Fix failing tests
* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Add re-apply rule action
* Rule confirm modal
* Run migrations
* Trigger rule notification after inline category updates
* Clean up rule styles
* Basic attribute locking for rules
* Apply attribute locks on user edits
* Log data enrichments, only apply rules to unlocked attributes
* Fix merge errors
* Additional merge conflict fixes
* Form UI improvements, ignore attribute locks on manual rule application
* Batch AI auto-categorization of transactions
* Auto merchant detection, ai enrichment in batches
* Fix Plaid merchant assignments
* Plaid category matching
* Cleanup 1
* Test cleanup
* Remove stale route
* Fix desktop chat UI issues
* Fix mobile nav styling issues
* 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>
* Enhance security information retrieval and handling
- Add support for operating MIC codes in security info fetching
- Update security uniqueness validation to handle unknown securities
- Improve security creation and update logic in Plaid investment sync
- Update combobox and view components to handle operating MIC codes
- Add unknown flag for securities with incomplete information
* Update schema.rb
* Refactor the need for mic codes
* Don't fetch prices unless a security has the necessary mic code
* Deduplication
* Lint
* Update Securities and Plaid Investment Sync
- Modify PlaidInvestmentSync to return plaid_security for USD cash
- Add non-null constraint to Securities ticker column
- Update Securities fixture to use exchange_operating_mic instead of exchange_mic
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* Change email address
* Email confirmation
* Email change test
* Lint
* Schema reset
* Set test email sender
* Select specific user fixture
* Refactor/cleanup
* Remove unused email_confirmation_token
* Current user would never be true
* Fix translation test failures
* Transfer data model migration
* Transfers and payment modeling and UI improvements
* Fix CI
* Transfer matching flow
* Better UI for transfers
* Auto transfer matching, approve, reject flow
* Mark transfers created from form as confirmed
* Account filtering
* Excluded rejected transfers from calculations
* Calculation tweaks with transfer exclusions
* Clean up migration
* Basic plaid data model and linking
* Remove institutions, add plaid items
* Improve schema and Plaid provider
* Add webhook verification sketch
* Webhook verification
* Item accounts and balances sync setup
* Provide test encryption keys
* Fix test
* Only provide encryption keys in prod
* Try defining keys in test env
* Consolidate account sync logic
* Add back plaid account initialization
* Plaid transaction sync
* Sync UI overhaul for Plaid
* Add liability and investment syncing
* Handle investment webhooks and process current day holdings
* Remove logs
* Remove "all" period select for performance
* fix amount calc
* Remove todo comment
* Coming soon for investment historical data
* Document Plaid configuration
* Listen for holding updates
