Exploration spike following expert-panel synthesis. Codifies the 3-tier
gating model (instance / per-user / per-family) without adding a
framework. Investments is the first family-scoped module.
- Family#disabled_modules: string[] column, opt-out semantics. No
per-module DB column. Existing families default to [] = enabled.
- Family::AVAILABLE_MODULES = %w[investments] (the registry).
- ModuleGateable concern (auto-included in ApplicationController):
require_module! class macro + module_enabled? helper.
- Api::V1::BaseController#require_module!: 403 feature_disabled JSON,
mirrors require_ai_enabled.
- NavigationHelper extracts mobile/desktop nav into a single source
with module: key support; mobile shrinks via justify-around, never
auto-fills empty slots.
- Settings → Preferences gains a family-scoped module toggle card.
- 4 HTML controllers (Investments, Holdings, Trades, Securities) +
3 API controllers gated. Investment/Crypto account types hidden in
the new-account modal when off.
- docs/feature-gating.md codifies the rule for future modules.
Background-job layer not wired (no Investments-specific scheduled job
to gate; flagged as TODO in docs). Run db:migrate before bin/rails
test. No PR yet — awaiting decisions in open-questions list.
* feat(exports): preserve transfer decisions
* fix(api): apply transfer date filters to both sides
* fix(api): refine transfer decision handling
* fix(api): align transfer decision schemas
* fix(api): use current context for transfer filters
* fix(api): include either side in transfer date filters
* fix(api): deduplicate transfer decision filters
* fix(api): guard transfer decision exports
* feat(api): expose rule run history
* fix(api): address rule run review
* fix(api): complete rule run review
* test(api): cover unauthenticated rule run show
* test(api): align rule run api key helper
* Small Sonnet nit-pick
---------
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* Chat improvements
* Delete/reset account via API for Flutter app
* Fix tests.
* Add "contact us" to settings
* Update mobile/lib/screens/chat_conversation_screen.dart
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Improve LLM special token detection
* Deactivated user shouldn't have API working
* Fix tests
* API-Key usage
* Flutter app launch failure on no network
* Handle deletion/reset delays
* Local cached data may become stale
* Use X-Api-Key correctly!
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
- Introduced NoopApiRateLimiter to effectively disable API rate limiting for self-hosted mode.
- Updated ApiRateLimiter to delegate to NoopApiRateLimiter when running self-hosted.
- Increased Rack::Attack throttle limits significantly for self-hosted deployments.
- Added tests for NoopApiRateLimiter to ensure correct behavior.
- This allows self-hosted users to make more API requests without restriction, while keeping stricter limits for SaaS deployments.
- 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>
- Add chats#index and chats#show endpoints to list and view AI conversations
- Add messages#create endpoint to send messages to AI chats
- Include API documentation for chat endpoints
- Add controller tests for new endpoints
🤖 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>
