Commit Graph

687 Commits

Author SHA1 Message Date
ghost
1ec8bd90b7 feat(api): expose import row diagnostics (#1644)
* feat(api): expose import row diagnostics

* fix(api): stabilize import row diagnostics

* fix(api): harden import row diagnostics

* fix(api): number Mint import diagnostics rows

* fix(api): enforce unique import row diagnostics

* fix(api): address import row diagnostics review
2026-05-05 01:12:48 +02:00
ghost
a48f264799 feat(api): expose securities and price history (#1642)
* feat(api): expose securities and prices

* fix(api): stabilize security price filters

* fix(api): cap security pagination limits

* fix(api): preserve security price decimal scale

* fix(api): validate securities boolean filters

* fix(api): reject blank securities boolean filters

* fix(api): trim security exchange filter

* fix(api): tighten security price filters

* fix(api): tighten security resource filters

* fix(api): tighten securities docs fixtures
2026-05-05 01:08:43 +02:00
Abhinav Dhiman
139c89d0f4 feat(investments): add India investment subtypes and exchange support (#1659)
* feat(investments): add India investment subtypes and exchange support

* fix(yahoo-finance): scope Indian exchange de-duplication per company instead of globally

Resolves feedback from Codex and CodeRabbit on #1413.

prefer_indian_exchange previously collapsed all Indian securities into a
single entry, silently dropping unrelated tickers. Now groups Indian
listings by name and only de-duplicates within each group, so distinct
companies (e.g. Reliance and Infosys) are preserved while NSE/BSE
dual-listings still prefer NSE.

- Derive India subtype keys dynamically from Investment::SUBTYPES in tests
- Fix missing keyword arguments in Security.new test calls

* refactor(yahoo-finance): generalize exchange config and dual-listing de-duplication

Replaces hardcoded Indian exchange logic with a declarative EXCHANGE_CONFIG
hash that maps ISO MIC codes to Yahoo-specific settings (symbol suffix,
default currency, dual-listing group, and preference rank). This makes
adding new markets a one-line hash entry instead of scattered conditionals.

* fix(yahoo-finance): normalize security names for dual-listing de-duplication

* fix(yahoo-finance): skip dual-listing de-duplication when filtering by exchange

* fix: address PR review feedback for India market support

- fix cache key mismatch in fetch_security_price by normalizing symbol before building cache key
- remove dead YAHOO_EXCHANGE_CURRENCY constant
- tighten normalize_symbol guard to use end_with?(suffix) instead of include?('.')
- remove misleading '# India' comment from Property::SUBTYPES
- remove 'rented' property subtype in favor of 'investment_property'
- rename 'demat' to 'indian_stocks' for clarity
- add INR to CURRENCY_REGION_MAP so India appears first for INR users
- add dotted-symbol regression test for normalize_symbol

* fix(investments): rename 'demat' subtype to 'indian_stocks' and remove trailing comma
2026-05-05 01:04:29 +02:00
ghost
9cb3b8e05c feat(api): expose rule run history (#1646)
* 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>
2026-05-03 23:33:35 +02:00
ghost
e93b1f1fd7 feat(api): expose family settings (#1645)
* feat(api): expose family settings

* test(api): assert family settings moniker

* test(api): align family settings api key helper

* fix(api): tighten family settings schema
2026-05-03 23:10:46 +02:00
ghost
911aa34ba9 feat(auth): add WebAuthn MFA credentials (#1628)
* feat(auth): add WebAuthn MFA credentials

* fix(auth): harden WebAuthn MFA review paths

* fix(auth): polish WebAuthn error handling

* fix(auth): handle duplicate WebAuthn credential races

* fix(auth): permit WebAuthn credential params

* fix(auth): trim WebAuthn registration controller cleanup

* fix(auth): tighten WebAuthn MFA handling

* fix(auth): pin WebAuthn relying party config
2026-05-03 22:13:28 +02:00
Michal Tajchert
ccd6a53071 fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) (#1658)
* fix(chat): persist eager pending assistant message to fix subscribe race

When the LLM replies in ~1-2s the assistant message broadcast could
fire before the client's Turbo stream subscription was established,
leaving the UI stuck on the thinking indicator while the response was
already persisted.

Create the AssistantMessage as `pending` synchronously in
`Chat#ask_assistant_later`, so it is rendered server-side on the chat
show page with a "Thinking ..." inline placeholder. The worker then
finds and updates the existing row via `append_text!`, which flips the
status to `complete` and broadcasts updates against a DOM id that is
already in the page — no race possible. On error, the placeholder is
destroyed if no content streamed, otherwise demoted to `failed`.

Replaces the standalone thinking indicator partial and the
`Assistant::Broadcastable` thinking helpers, both now redundant.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(chat): bind each assistant job to its specific pending placeholder

Addressing review feedback on #1658:

1. The pending placeholder lookup based on `last pending` was racy —
   back-to-back user messages would let one job fill another job's
   placeholder. Pass the placeholder through the job arguments
   (`AssistantResponseJob.perform_later(user_message, pending)`) so
   each turn is bound to its own row.

2. In `Assistant::External#respond_to`, the configured/authorized
   guards raise before the local was bound, leaving rescue cleanup
   with `nil` and the placeholder visible forever. Bind the parameter
   first so cleanup can destroy it on the misconfigured path.

The kwarg defaults to nil so the API#retry path
(`AssistantResponseJob.perform_later(new_message)`) and the model-level
test calls continue to work — they fall back to an in-memory new
message, restoring the original test count assertions.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(chat): i18n the pending assistant placeholder string

Move the hardcoded "Thinking ..." indicator into the locale file per
CLAUDE.md i18n guidelines. With i18n.fallbacks enabled, non-en locales
fall back to English until translated.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Add thinking label translations

* Fix chat pending assistant expectations

* Fix external assistant pending test lookup

* Scope chat stream targets per chat

* Update message broadcast target tests

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 20:33:29 +02:00
ghost
50936000e7 feat(api): expose family exports (#1632)
* feat(api): expose family exports

* fix(api): harden family export review paths

* fix(api): tighten family export review paths

* fix(api): reject invalid family export params

* fix(api): address family export review

* fix(api): share uuid guard for exports
2026-05-03 11:29:29 +02:00
ghost
6c84fc760e fix(mercury): support named multiple API connections (#1627)
* fix(mercury): support named multiple connections

* fix(mercury): address multi-connection review feedback

* fix(mercury): localize connection labels

* fix(mercury): strip API tokens before provider calls

* test(mercury): localize provider config assertions

* fix(mercury): address multi-connection review

* refactor(mercury): simplify connection selection failure
2026-05-03 10:56:31 +02:00
ghost
a8425a2488 feat(api): expose reset status polling (#1598)
* feat(api): expose reset status polling

* fix(api): hide reset enqueue exception details

* fix(api): use stable reset authorization message

* fix(api): narrow reset enqueue error handling

* fix(api): document reset enqueue failures

* docs(api): regenerate reset status OpenAPI

* fix(api): address reset polling review feedback
2026-05-02 22:56:42 +02:00
sentry[bot]
268f5aebfc refactor(i18n): standardize product name placeholder in import mappings (#1631)
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
2026-05-01 23:46:01 +02:00
ghost
b710b55124 feat(api): add recurring transaction endpoints (#1600)
* feat(api): add recurring transaction endpoints

* fix(api): return validation errors for recurring writes

* fix(api): harden recurring transaction request handling

* fix(api): require writable recurring account access

* fix(api): default null recurring manual flag

* fix(api): tighten recurring transaction contracts

* test(api): align recurring transaction fixtures

* docs(api): regenerate recurring transaction OpenAPI
2026-05-01 21:21:34 +02:00
ghost
783309188f feat(api): expose rule export endpoints (#1602)
* feat(api): expose rule export endpoints

* fix(api): tighten rule export contracts

* fix(api): document balance sheet auth errors

* test(api): align rule API key fixtures

* Update docs/api/openapi.yaml

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Quick win

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-05-01 19:47:06 +02:00
ghost
352c301e4b feat(api): expose valuation history index (#1596)
* feat(api): expose valuation history index

* fix(api): hide valuation exception details

* fix(api): reuse eager-loaded valuation entries

* fix(api): tighten valuation index contracts

* fix(api): scope valuation filter errors

* docs(api): nest valuation account filter format

* Fix merge conflict mistakes

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-05-01 19:09:56 +02:00
maverick
ee352dada4 Added ability to bulk-edit transaction names for multiple selected transactions (#1553)
* Added ability to bulk-edit transaction names for multiple selected transactions.

* Added ability to bulk-edit transaction names for multiple selected transactions.

* Added ability to bulk-edit transaction names for multiple selected transactions.

* Lint, minimize changes

---------

Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-04-29 18:35:00 +02:00
Juan José Mata
d49250826b Improve error handling with user-friendly messages and classification (#1591)
* Improve chat LLM error messages

* Fix chat visibility regression in tests

* Harden chat error handling for review feedback

* Fix rubocop private method indentation

* Fix nil presentable_error_message, i18n strings, bare rescue

- Guard `presentable_error_message` with `return nil if error.blank?` so
  chats with no error return nil instead of the fallback string; this
  prevents the API serialisers from emitting a spurious error message and
  stops the mobile polling guard from firing on every successful chat
- Move all hardcoded user-facing error strings into
  config/locales/models/chat/en.yml and reference them via I18n.t()
- Replace bare `rescue` in `error_message_for` with `rescue StandardError`
  to avoid swallowing system-level exceptions
- Update tests to reference I18n keys instead of raw strings, and add
  tests for the nil-error case and the unrecognized-error fallback

https://claude.ai/code/session_01YFMjEds5WVyKPL42xBqMCX

---------

Co-authored-by: SureBot <sure-bot@we-promise.com>
Co-authored-by: Claude <noreply@anthropic.com>
2026-04-29 17:51:06 +02:00
Juan José Mata
d96e551c01 Move versioning from Rails initializer to .sure-version file (#1587)
* Extract version to .sure-version file and add Sentry release tracking

Move the hardcoded version string to a `.sure-version` file at the repo
root so it can be read by both the Rails version initializer and other
tooling. Configure `config.release` in the Sentry initializer to tag
errors with the app version.

https://claude.ai/code/session_01KfUgF42B3exoU2vpErqJyW

* Use .sure-version as single source of truth in Helm CI workflows

Update chart-ci, chart-release, and publish workflows to read the app
version from .sure-version instead of regex-parsing version.rb. The
pre-release bump job now writes directly to .sure-version and stages it
for commit.

https://claude.ai/code/session_01KfUgF42B3exoU2vpErqJyW

* Guard empty .sure-version fallback

* fix: sync Helm chart version with .sure-version

* Moving on to `v0.7.1-alpha.*` with this

* Defensive rescue

* Getting fancy with versions now

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: SureBot <sure-bot@we-promise.com>
Co-authored-by: sure-admin <sure-admin@splashblot.com>
2026-04-29 11:36:04 +02:00
github-actions[bot]
3960582fd2 Bump version to next iteration after v0.7.0-alpha.7 release 2026-04-27 19:31:48 +00:00
github-actions[bot]
0d5dcfaa1b Bump version to next iteration after v0.7.0-alpha.7 release 2026-04-27 18:21:29 +00:00
Brian Richard
162caf0e9f fix(localization): update API usage instructions to include product name placeholder (#1555)
* fix(localization): update API usage instructions to include product name placeholder

* Fix: Update show and created views to use dynamic usage_instructions per CodeRabbit

* fix: update usage instructions translation key for API key usage
2026-04-26 09:29:23 +02:00
Ellion Blessan
3a5353c97d fix(storage): properly fallback to GCS_KEYFILE when GCS_KEYFILE_JSON is blank (#1531) 2026-04-20 13:17:39 +02:00
Roger Saner
1297078f7e Feature: improve transfer matcher UI copy (#1526)
* refactor: improve UI copy for transaction matcher drawer

* refactor: transfer matcher UI copy

* fix: improvement

* feat: use i18n
2026-04-20 08:17:38 +02:00
Ellion Blessan
9a8b3be0c4 Add Google Cloud Storage Support for Active Storage (#1523)
* feat: add gcs for activestorage service provider

* docs: add gcs keys to .env.example
2026-04-19 22:05:15 +02:00
Juan José Mata
2a708168c4 Fix LLM demo message 2026-04-19 16:50:48 +00:00
Sophtron Rocky
b32e9dbc45 Add Sophtron Provider (#596)
* Add Sophtron Provider

* fix syncer test issue

* fix schema  wrong merge

* sync #588

* sync code for #588

* fixed a view issue

* modified by comment

* modified

* modifed

* modified

* modified

* fixed a schema issue

* use global subtypes

* add some locales

* fix a safe_return_to_path

* fix exposing raw exception messages issue

* fix a merged issue

* update schema.rb

* fix a schema issue

* fix some issue

* Update bank sync controller to reflect beta status

Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Rename settings section title to 'Sophtron (alpha)'

Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Consistency in alpha/beta for Sophtron

* Good PR suggestions from CodeRabbit

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Signed-off-by: Sophtron Rocky <rocky@sophtron.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-04-19 11:16:04 +02:00
Nicolas
c962b1f420 Complete French translations for views, models, and settings (#1501)
* i18n(fr): complete provider_sync_summary translations

Add 13 missing French translations under provider_sync_summary in
config/locales/views/components/fr.yml to bring it to parity with en.yml.

Covers: transactions.fetching/protected/view_protected, full skip_reasons
section, full trades section (investment activities), and
health.view_error_details.

* chore(i18n): fix i18n-tasks scanner config

Add app/components to i18n-tasks relative_roots so component .erb files
using t(".relative_key") are correctly resolved by the scanner. Without
this, the scanner crashed on any component using relative i18n keys.

* i18n(fr): complete high-impact view translations

Bring full FR parity to the 5 most-visited user-facing screens:
- accounts (+25 keys)
- transactions (+168)
- holdings (+53)
- settings (+81)
- reports (+20)

Vocabulary aligned with docs/i18n/fr-glossary.md (Holding → Avoir,
Trade → Transaction boursière, Brokerage → Courtier, Posted → Validée,
Merchant → Commerçant, Net worth → Patrimoine net, etc.).

* i18n(fr): complete remaining incomplete view translations

Bring full FR parity to 23 partially-translated view locale files:

Mid-size (8-68 keys each): investments, pages, merchants, imports,
coinstats_items, sessions, cryptos, rules, transfers, trades,
invitations, entries, onboardings, simplefin_items.

Small (1-4 keys each): plaid_items, recurring_transactions, users,
password_resets, other_assets, loans, shared, registrations,
oidc_accounts.

Total: ~430 new FR keys. Existing FR translations preserved where
already in place; only missing keys were added.

Note: shared/fr.yml retains a `breadcrumbs:` block not present in EN
(used by FR breadcrumb controllers — removing would regress).

* i18n(fr): complete nested admin & settings translations

Cover the nested view subdirectories missed by the top-level scan:
- defaults/fr.yml (+3 custom keys: global.expand,
  helpers.select.default_label, helpers.select.search_placeholder)
- admin/sso_providers (+2 keys: role_guest, guest_groups)
- admin/users (+25 keys: section title, family/role/trial filters,
  table columns, summary, role descriptions, invitations)
- settings/api_keys (+1 key + structural fix: no_api_key and
  current_api_key were nested incorrectly, now match en.yml)
- settings/hostings (+93 keys: assistant_settings, provider_selection,
  tiingo/eodhd/alpha_vantage/openai blocks, twelve_data plan upgrade)

* i18n(fr): add fr.yml for 11 previously untranslated views

Create French locale files for all view directories that had no fr.yml:

Core features (6 files, 112 keys):
- account_sharings, budgets, splits, pdf_import_mailer (view scope),
  pending_duplicate_merges, securities

Provider integrations (5 files, 575 keys):
- binance_items (Binance crypto exchange)
- coinbase_items (Coinbase crypto exchange)
- indexa_capital_items (Indexa Capital robo-advisor)
- mercury_items (Mercury business banking)
- snaptrade_items (SnapTrade broker aggregator)

Provider names kept in English. Domain vocabulary follows
docs/i18n/fr-glossary.md (Reconnect → Reconnecter, Refresh →
Actualiser, Wallet → Portefeuille, Cost basis → Coût d'acquisition,
Canadian retirement accounts mapped to official FR-CA acronyms
RRSP→REER, TFSA→CELI, RRIF→FERR).

* i18n(fr): add models, mailer, breadcrumb & Doorkeeper translations

Create French locale files for the remaining non-view scopes:

- models/coinbase_account/fr.yml (1 key)
- models/transaction/fr.yml (3 keys)
- mailers/pdf_import_mailer/fr.yml (1 key)
- breadcrumbs/fr.yml (5 root-level breadcrumb labels)
- doorkeeper.fr.yml (89 keys: full OAuth2 UI translation
  modeled on the doorkeeper-i18n FR conventions; PKCE/scope/
  Client Credentials kept in English as proper grant names;
  date_format adjusted to %d/%m/%Y %H:%M:%S)

* i18n(fr): use "Inscription des utilisateurs" for invite_codes onboarding

In the invite_codes settings section, EN "Onboarding" was translated as
"Intégration" — wrong context. The page controls how new people sign up
to the instance, so "Inscription des utilisateurs" is the natural
French term for this UX flow.

* i18n(fr): use "Marchand" consistently for Merchant

Aligns transactions/, settings/, and settings/hostings/ with the FR
fintech convention (Lydia, Revolut FR, Boursorama, N26 FR all use
"Marchand"). Earlier waves had introduced "Commerçant" via a glossary
choice that turned out to imply a small physical retailer rather than
a generic transaction payee.

Net effect: a single consistent term across all FR screens.

* i18n(fr): address CodeRabbit review feedback

Fixes 9 of 17 actionable items from the CodeRabbit review:

- Remove duplicate breadcrumbs block from shared/fr.yml (item 2)
- Standardize "Indexa Capital" naming throughout (item 6)
- Pluralize merchants.perform_merge.success in EN+FR (item 7)
- Add rel="noopener noreferrer" to Coinbase + Binance external links
  in EN+FR settings (item 9, security)
- Replace "rappeler" with "invoquer" for MCP tool calling (item 10)
- Localize Doorkeeper "Single Page Apps" + grant names with FR-first
  phrasing (item 12)
- Reorder twelve_data_settings to put title first (item 14)
- Enrich IRA/SEP/SIMPLE/ISA/LISA/SIPP long labels with FR expansion
  + acronym in parens (item 15)
- Use "Transfert" (not "Virement") for investment activity_labels.transfer
  to disambiguate from banking transfers (item 16)

Items deferred (require non-FR code changes or are pre-existing EN bugs):
1, 3, 4, 5, 8, 11, 13.

* i18n(fr): address second-wave CodeRabbit review feedback

- transactions: fix gender agreement on one_time_title
  ("%{type} ponctuel" → "Transaction ponctuelle (%{type})") so that
  "Dépense" no longer renders as "Dépense ponctuel"
- transactions: fix bare-noun-modifier in rule_description_prefix
  ("Les futures transactions %{type}…" → "…de type %{type}…")
- settings/hostings: clarify email_confirmation_description
  ("lors du changement" → "lorsqu'ils la modifient")
- settings/hostings: fix dangling "Utilisé de préférence" in EODHD
  and Alpha Vantage rate_limit_warning ("À utiliser de préférence")
2026-04-19 00:18:40 +02:00
LPW
0a96bf199d SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)
* SimpleFIN: setup UX + same-provider relink + card-replacement detection

Fixes three bugs and adds auto-detection for credit-card fraud replacement.

Bugs:
- Importer: per-institution auth errors no longer flip the whole item to
  requires_update. Partial errors stay on sync_stats so other institutions
  keep syncing.
- Setup page: new activity badges (recent / dormant / empty / likely-closed)
  via SimplefinAccount::ActivitySummary. Likely-closed (dormant + near-zero
  balance + prior history) defaults to "skip" in the type picker.
- Relink: link_existing_account allows SimpleFIN to SimpleFIN swaps by
  atomically detaching the old AccountProvider inside a transaction. Adds
  "Change SimpleFIN account" menu item on linked-account dropdowns.

Feature (credit-card scope only):
- SimplefinItem::ReplacementDetector runs post-sync. Pairs a linked dormant
  zero-balance sfa with an unlinked active sfa at the same institution and
  account type. Persists suggestions on Sync#sync_stats.
- Inline banner on the SimpleFIN item card prompts relink via CustomConfirm.
  Per-pair dismiss button scoped to the current sync (resurfaces on next
  sync if still applicable). Auto-suppresses once the relink has landed.

Dev tooling:
- bin/rails simplefin:seed_fraud_scenario[email] creates a realistic broken
  pair for manual QA; cleanup_fraud_scenario reverses it.

* Address review feedback on #1493

- ReplacementDetector: symmetric one-to-one matching. Two dormant cards
  pointing at the same active card are now both skipped — previously the
  detector could emit two suggestions that would clobber each other if
  the user accepted both.
- ReplacementDetector: require non-blank institution names on both sides
  before matching. Blank-vs-blank was accidentally treated as equal,
  risking cross-provider false matches when SimpleFIN omitted org_data.
- ActivitySummary: fall back to "posted" when "transacted_at" is 0
  (SimpleFIN's "unknown" sentinel). Integer 0 is truthy in Ruby, so the
  previous `|| fallback` short-circuited and ignored posted.
- Controller: dismiss key is now the (dormant, active) pair so dismissing
  one candidate for a dormant card doesn't suppress others.
- Helper test: freeze time around "6.hours.ago" and "5.days.ago"
  assertions so they don't flake when the suite runs before 06:00.

* Address second review pass on #1493

- ReplacementDetector: canonicalize account_type in one place so filtering
  (supported_type?) and matching (type_matches?) agree on "credit card"
  vs "credit_card" variants.
- ReplacementDetector: skip candidates with nil current_balance. nil is
  "unknown," not "zero" — previously fell back to 0 and passed the near-
  zero gate, allowing suggestions without balance evidence.
2026-04-18 09:50:34 +02:00
Ang Wei Feng (Ted)
c46aa09607 feat(settings): improve currency preferences UI (#1483)
* feat(settings): improve currency preferences UI

* fix: remove redundant keydown action from currency search input

* fix(settings): localize currency count pluralization in dialog

* feat: update selected count handling with pluralization support
2026-04-18 00:06:08 +02:00
github-actions[bot]
f46554e4b1 Bump version to next iteration after v0.7.0-alpha.5 release 2026-04-17 11:57:39 +00:00
Juan José Mata
7b2b1dd367 Rebase PR #784 and fix OpenAI model/chat regressions (#1384)
* Wire conversation history through OpenAI responses API

* Fix RuboCop hash brace spacing in assistant tests

* Pipelock ignores

* Batch fixes

---------

Co-authored-by: sokiee <sokysrm@gmail.com>
2026-04-15 18:45:24 +02:00
Tao Chen
aacbb5ef3b Budget page refactor: split into(All - Over Budget - On Track) (#1195)
* Optimize UI in budget

* update locales

* Optimize UI

* optimize suggested_daily_spending

* try over_budget and on_track

* update locale

* optimize

* add budgets_helper.rb

* fix

* hide no buget and no expense sub-catogory

* Optimize

* Optimize button on phone

* Fix Pipelock CI noise

* using section to render both overbudget and onTrack

* hide last ruler

* fix

* update test

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-13 20:03:55 +02:00
Ang Wei Feng (Ted)
60929cdee0 feat: add currency management for families with enabled currencies (#1419)
* feat: add currency management for families with enabled currencies

* feat: update currency selection logic and improve accessibility

* feat: update currency preferences to use group moniker in titles

---------

Signed-off-by: Ang Wei Feng (Ted) <hello@tedawf.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-13 19:53:04 +02:00
Sure Admin (bot)
1aa3c8f007 Fix parse_locale_float import via importmap (#1456)
Add utils folder to importmap so bare specifiers resolve correctly.

Root cause: PR #1176
2026-04-13 14:52:46 +02:00
soky srm
90b1308866 Ipv6 support (#1437)
* Ipv6 support

* Proper fix for containers, dev and local

* Edits similar to non-AI compose file

---------

Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-04-13 13:44:37 +02:00
soky srm
e40811b1ee Add improvements from security providers to FX providers also (#1445)
* FIX prefer provider rate always

- add debugging also

* Move logic from securities over

* FIXes

* Review fixes

* Update provided.rb

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
2026-04-13 00:51:23 +02:00
Juan José Mata
342524847a Testing models other than Qwen 2026-04-12 23:41:16 +02:00
github-actions[bot]
52c16cc174 Bump version to next iteration after v0.7.0-alpha.4 release 2026-04-12 19:00:55 +00:00
Louis
7427b753e5 fix(enable-banking): refactor error handling and add missing GIN index (#1432)
* fix(enable-banking): refactor error handling and add missing GIN index

* fix(enable-banking): handle wrapped network errors and fix concurrent index migration

* fix(enable-banking): extract network errors to frozen constant

* fix(enable-banking): consolidate error handling and enforce strict localization

* fix(enable-banking): improve sync error handling and fix invalid test status

* test(enable_banking): use OpenStruct instead of mock for provider
2026-04-11 21:32:20 +02:00
Louis
e96fb0c23f feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
* feat(enable-banking): enhance transaction import, metadata handling, and UI

* fix(enable-banking): address security, sync edge cases and PR feedback

* fix(enable-banking): resolve silent failures, auth overrides, and sync logic bugs

* fix(enable-banking): resolve sync logic bugs, trailing whitespaces, and apply safe_psu_headers

* test(enable-banking): mock set_current_balance to return success result

* fix(budget): properly filter pending transactions and classify synced loan payments

* style: fix trailing whitespace detected by rubocop

* refactor: address code review feedback for Enable Banking sync and reporting

---------

Signed-off-by: Louis <contact@boul2gom.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-10 23:19:48 +02:00
Akshay Birajdar
a9a7a89f71 && will short circuit, vulnerable to potential timing attacks, use & instead (#1429) 2026-04-10 21:51:24 +02:00
soky srm
0aca297e9c Add binance security provider for crypto (#1424)
* Binance as securities provider

* Disable twelve data crypto results

* Add logo support and new currency pairs

* FIX importer fallback

* Add price clamping and optiimize retrieval

* Review

* Update adding-a-securities-provider.md

* day gap miss fix

* New fixes

* Brandfetch doesn't support crypto. add new CDN

* Update _investment_performance.html.erb
2026-04-10 15:43:22 +02:00
github-actions[bot]
814f2df570 Bump version to next iteration after v0.7.0-alpha.3 release 2026-04-09 21:49:17 +00:00
soky srm
7908f7d8a4 Expand financial providers (#1407)
* Initial implementation

* Tiingo fixes

* Adds 2 providers, remove 2

* Add  extra checks

* FIX a big hotwire race condition

// Fix hotwire_combobox race condition: when typing quickly, a slow response for
// an early query (e.g. "A") can overwrite the correct results for the final query
// (e.g. "AAPL"). We abort the previous in-flight request whenever a new one fires,
// so stale Turbo Stream responses never reach the DOM.

* pipelock

* Update price_test.rb

* Reviews

* i8n

* fixes

* fixes

* Update tiingo.rb

* fixes

* Improvements

* Big revamp

* optimisations

* Update 20260408151837_add_offline_reason_to_securities.rb

* Add missing tests, fixes

* small rank tests

* FIX tests

* Update show.html.erb

* Update resolver.rb

* Update usd_converter.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update _yahoo_finance_settings.html.erb
2026-04-09 18:33:59 +02:00
Pedro J. Aramburu
f699660479 Add exchange rate feature with multi-currency transactions and transfers support (#1099)
Co-authored-by: Pedro J. Aramburu <pedro@joakin.dev>
2026-04-08 21:05:58 +02:00
sentry[bot]
117ab2b45f refactor(accounts): Improve destroy_later atomicity and add controller error handling (#1395)
* refactor(accounts): Improve destroy_later atomicity and add controller error handling

* Address PR comment

---------

Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-07 15:53:25 +02:00
Louis
455c74dcfa Add Binance support, heavily inspired by the Coinbase one (#1317)
* feat: add Binance support (Items, Accounts, Importers, Processor, and Sync)

* refactor: deduplicate 'stablecoins' constant and push stale_rate filter to SQL

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-07 14:43:17 +02:00
github-actions[bot]
762bbaec6b Bump version to next iteration after v0.7.0-alpha.2 release 2026-04-07 11:35:41 +00:00
UberDudePL
cebdf1d4f7 Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling (#1356)
* Add production-ready Polish localization and reusable locale audit tooling

- add and update Polish locale files across models, views, mailers, and shared translations
- add runtime rails-i18n dependency and Polish locale support in language helper
- add regression coverage for Polish pluralization and locale-aware money formatting
- introduce reusable locale audit script for any locale plus backward-compatible PL wrapper
- add localization audit docs and generated PL readiness/pluralization reports
- resolve one/few/many/other pluralization consistency for Polish locales

* Fix Polish locale review feedback

* Fix locale compatibility regressions

* Polish locale typo pass and wrapper cleanup

* Final language improvements and test isolation for Polish locales

- Improved partial_success wording in SnapTrade with proper noun inflection
- Fixed typos: Pomin → Pomiń in Mercury and LunchFlow items
- Isolated I18n backend state in polish_pluralization_test to prevent test coupling

* Fix code review comments in locale audit scripts

- Use RbConfig.ruby instead of 'ruby' to ensure consistent interpreter
- Remove Symbol from permitted_classes and explicitly allow CLDR plural symbols (one, few, many, other) in YAML loading

* Simplify i18n flow and align locale interpolation keys

* Remove locale audit scripts and localization docs
2026-04-07 11:55:58 +02:00
Jorge Victor Gamboa
745c804289 Update and add Portuguese translations for various features (#1344)
* feat: update translations for pt-BR

Add new translations and update existing ones

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Add Portuguese translations for admin invitations

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Add Portuguese translations for budget views

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Add unlock and protection messages in pt-BR.yml

Added unlock and protection messages in Portuguese.

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Fix translation key from 'provedores' to 'providers'

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Update config/locales/views/settings/pt-BR.yml

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Translate account sharing strings to Portuguese

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Add Portuguese (Brazil) localization for components

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Add Portuguese translations for transaction model errors

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Translate user management strings to Portuguese

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Fix typo in Portuguese translation for 'member'

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Add appearance settings localization in pt-BR

Added localization for appearance settings and dashboard layout options in Portuguese.

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>

* Remove theme options from preferences in pt-BR localization, these keys were moved to appearances.show.

* Adds translations for financial reports and investment performance in Brazilian Portuguese.

* fix: Corrects Portuguese translations for 'vender' (to sell), 'neste período' (in this period), and adjusts the formatting of 'saques' (withdrawals) in investment performance.

* Fix: Corrects the indentation of the print section in the pt-BR translation file.

* Fix: Corrects the translation of 'this period' to 'este período' in the pt-BR localization file.

---------

Signed-off-by: Jorge Victor Gamboa <gamboajorge49@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-04-07 11:40:19 +02:00
Geoffrey
ac2817d704 Fixed crypto and loan add menus (#1306)
* Fixed crypto and loan add menus

* Changed unspecified crypto account type to none for consistency

* Added default add message for loan subtype

* Made the short form of non-mortgage loans in loans.rb match the long form

* Edited the crypto tooltip to be country generic

* Update config/locales/views/loans/en.yml

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Geoffrey <79559478+CYBRXT@users.noreply.github.com>

* Update app/views/loans/_form.html.erb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Geoffrey <79559478+CYBRXT@users.noreply.github.com>

* Following Dosu's comment on my issue for consistency

---------

Signed-off-by: Geoffrey <79559478+CYBRXT@users.noreply.github.com>
Co-authored-by: Geoffrey <geoffrey@github.worker>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-04-07 11:39:18 +02:00