Build fresh API session contexts instead of reusing persisted web sessions that may carry impersonation state.
Reject deactivated report export API key owners and strengthen regression coverage for API key, OAuth, and report export authentication paths.
* perf(reports): avoid residual category lazy loads
* test(reports): reuse SQL query capture helper
Move the reports SQL capture regression helper into test/support and document the category loading and budget reload choices called out in review.
* Bump version to next iteration after v0.7.1-rc.1.1 release
* fix: correct last_6_months period to show exactly 6 months
Default start date was snapping to beginning_of_month 6 months ago,
producing a 7-month window (e.g. Nov 1 – May 31). Fix computes the
start as (end_of_month + 1 day - 6 months).beginning_of_month so the
default window is consistent with the navigation arrows and Today button.
* improved test
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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* Add period navigation arrows to reports view
* Fix accessibility: render disabled next arrow as span instead of anchor
* Add tests for period navigation arrows and localized strings
* Refactor period navigation: move date logic to controller
* Fix test assertions: tighten selectors and remove debug code
* Redesign period navigation arrows to match budget screen style
* custom period test assert next period
* Add YTD tests and fix indentation in period navigation tests
* Add period picker menu to reports navigation
* Fix accessibility: use disabled button for next arrow
* fix a test that was lost in the repos update
* Use i18n for period navigation labels
* Add accessible labels to period picker navigation links
* Use i18n for quarter and YTD labels in period picker
* Add accessible labels to active period navigation chevrons
* Tighten custom period navigation test assertions
* Add comment clarifying build_period_navigation dependency on setup_report_data
* Replace link_to with DS::Link in period picker navigation
Use Date#quarter instead of manual quarter calculation
Remove border from month/quarter/year display in period picker
* Refactor report and dashboard tables from div grids to semantic HTML
Convert div-based grid layouts to proper <table>/<thead>/<tbody>/<tr>/<th>/<td>
elements in report views and the dashboard investment summary:
- reports/_breakdown_table + _category_row (income/expense breakdown)
- reports/_trends_insights (monthly trends)
- reports/_net_worth (asset/liability summaries)
- reports/_investment_performance (top holdings)
- pages/dashboard/_investment_summary (top holdings)
Replaces shared/ruler dividers with border-b border-divider on <tr> elements.
Updates test selectors from div[data-category] to tr[data-category] and from
[role="columnheader"] to thead/th.
Closes#1121
* Address PR review feedback
- Restore w-max sm:w-full wrapper on report tables to preserve horizontal
scroll behavior on narrow screens
- Add sr-only accessible header for net worth amount columns
- Use border-divider instead of border-primary in dashboard investment summary
* Fix rounded corners on semantic table body containers
Move rounded-lg, shadow-border-xs, and bg-container from tbody
(where border-radius and box-shadow don't apply) to a wrapper div
with overflow-hidden. Add bg-container-inset on thead to preserve
the two-tone card design.
* 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
* Replace text-tertiary with text-subdued in views
Replace usages of the text-tertiary utility with text-subdued across several view partials to standardize subdued text styling because text-tertiary does not exist in the design system (reports, doorkeeper auth, simplefin items). Also adjust the net worth empty-liabilities markup to use a grid layout for consistent spacing, and update the related controller test selector to match the new CSS class.
* Standardize empty net worth message markup
Replace inconsistent markup and classes for empty asset/liability sections in the net worth partial. Swap text-secondary/p-2/text-center for text-subdued with unified padding (py-3 px-4 lg:px-6), and simplify the liabilities block from a grid/div to a single paragraph for consistent styling and spacing.
* feat: Add subcategory breakdown to Cash Flow and Reports
Implements Discussion #546 - adds hierarchical category/subcategory
visualization to both the Sankey chart and Reports breakdown tables.
Sankey chart changes:
- Income: subcategory → parent category → Cash Flow
- Expense: Cash Flow → parent category → subcategory
- Extracted process_category_totals helper to DRY up income/expense logic
Reports breakdown changes:
- Subcategories display nested under parent categories
- Smaller dots and indented rows for visual hierarchy
- Extracted _breakdown_table partial to eliminate duplication
* fix: Dynamic node padding for Sankey chart with many nodes
- Add dynamic nodePadding calculation to prevent padding from dominating
chart height when there are many subcategory nodes
- Extract magic numbers to static constants for configuration
- Decompose monolithic #draw() into focused methods
- Consolidate duplicate tooltip/currency formatting code
- Modernize syntax with spread operators and optional chaining
* fix: Hide overlapping Sankey labels, show on hover
- Add label overlap detection by grouping nodes by column depth
- Hide labels that would overlap with adjacent nodes
- Show hidden labels on hover (node rectangle or connected links)
- Add hover events to node rectangles (not just text)
* fix: Use deterministic fallback colors for categories
- Replace Category::COLORS.sample with Category::UNCATEGORIZED_COLOR
for income categories in Sankey chart (was producing different colors
on each page load)
- Add nil color fallback in reports_controller for parent and root
categories
Addresses CodeRabbit review feedback.
* fix: Expand CSS variable map for d3 color manipulation
Add hex mappings for commonly used CSS variables so d3 can manipulate
opacity for gradients and hover effects:
- var(--color-destructive) -> #EC2222
- var(--color-gray-400) -> #9E9E9E
- var(--color-gray-500) -> #737373
* test: Add tests for subcategory breakdown in dashboard and reports
- Test dashboard renders Sankey chart with parent/subcategory transactions
- Test reports groups transactions by parent and subcategories
- Test reports handles categories with nil colors
- Use EntriesTestHelper#create_transaction for cleaner test setup
* Fix lint: use Number.NEGATIVE_INFINITY
* Remove obsolete nil color test
Category model now validates color presence, so nil color categories
cannot exist. The fallback handling in reports_controller is still in
place but the scenario is unreachable.
* Update reports_controller.rb
* FIX trade category
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Co-authored-by: sokie <sokysrm@gmail.com>
* First reporting version
* Fixes for all tabs
* Transactions table
* Budget section re-design
* FIX exports
Fix transactions table aggregation
* Add support for google sheets
Remove pdf and xlsx for now
* Multiple fixes
- Trends & Insights now follows top filter
- Transactions Breakdown removed filters, implemented sort by amount.
- The entire section follows top filters.
- Export to CSV adds per month breakdown
* Linter and tests
* Fix amounts
- Correctly handle amounts across the views and controller.
- Pass proper values to do calculation on, and not loose precision
* Update Gemfile.lock
* Add support for api-key on reports
Also fix custom date filter
* Review fixes
* Move budget status calculations out of the view.
* fix ensures that quarterly reports end at the quarter boundary
* Fix bugdet days remaining
Fix raw css style
* Fix test
* Implement google sheets properly with hotwire
* Improve UX on period comparison
* FIX csv export for non API key auth
