* feat: add valuations API endpoints for managing account reconciliations
* refactor: formatting
* fix: make account extraction clearer
* feat: validation and error handling improvements
* feat: transaction
* feat: error handling
* Add API documentation LLM context
* Make it easier for people
* feat: transaction in creation
* feat: add OpenAPI spec for Valuations API
* fix: update notes validation to check for key presence
* Prevent double render
* All other docs use `apiKeyAuth`
* More `apiKeyAuth`
* Remove testing assertions from API doc specs
* fix: correct valuation entry references
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Suggest to use .env.example
it's easier to start with a pre-done file than search for info about each configuration
* added paragraph to tell how to activate https
* fix type.
As there was 2 space, I assumed there should be a line break
* Corrects minor typos in HTTPS documentation
Addresses a couple of minor typographical errors in the HTTPS documentation section, improving clarity and readability for users setting up HTTPS.
* Clarifies .env setup in Docker documentation
Corrects grammar and improves clarity in the Docker documentation regarding obtaining the `.env.example` file for initial configuration.
* Fixes typo in HTTPS documentation
Corrects a grammatical error in the Docker HTTPS setup guide, improving clarity for users configuring SSL.
* Implement API v1 Imports controller
- Add Api::V1::ImportsController with index, show, and create actions
- Add Jbuilder views for index and show
- Add integration tests
- Implement row generation logic in create action
- Update routes
* Validate import account belongs to family
- Add validation to Import model to ensure account belongs to the same family
- Add regression test case in Api::V1::ImportsControllerTest
* updating docs to be more detailed
* Rescue StandardError instead of bare rescue in ImportsController
* Optimize Imports API and fix documentation
- Implement rows_count counter cache for Imports
- Preload rows in Api::V1::ImportsController#show
- Update documentation to show correct OAuth scopes
* Fix formatting in ImportsControllerTest
* Permit all import parameters and fix unknown attribute error
* Restore API routes for auth, chats, and messages
* removing pr summary
* Fix trailing whitespace and configured? test failure
- Update Import#configured? to use rows_count for performance and consistency
- Mock rows_count in TransactionImportTest
- Fix trailing whitespace in migration
* Harden security and fix mass assignment in ImportsController
- Handle type and account_id explicitly in create action
- Rename import_params to import_config_params for clarity
- Validate type against Import::TYPES
* Fix MintImport rows_count update and migration whitespace
- Update MintImport#generate_rows_from_csv to update rows_count counter cache
- Fix trailing whitespace and final newline in AddRowsCountToImports migration
* Implement full-screen Drag and Drop CSV import on Transactions page
- Add DragAndDropImport Stimulus controller listening on document
- Add full-screen overlay with icon and text to Transactions index
- Update ImportsController to handle direct file uploads via create action
- Add system test for drag and drop functionality
* Implement Drag and Drop CSV upload on Import Upload page
- Add drag-and-drop-import controller to import/uploads/show
- Add full-screen overlay to import/uploads/show
- Annotate upload form and input with drag-and-drop targets
- Add PR_SUMMARY.md
* removing pr summary
* Add file validation to ImportsController
- Validate file size (max 10MB) and MIME type in create action
- Prevent memory exhaustion and invalid file processing
- Defined MAX_CSV_SIZE and ALLOWED_MIME_TYPES in Import model
* Refactor dragLeave logic with counter pattern to prevent flickering
* Extract shared drag-and-drop overlay partial
- Create app/views/imports/_drag_drop_overlay.html.erb
- Update transactions/index and import/uploads/show to use the partial
- Reduce code duplication in views
* Update Brakeman and harden ImportsController security
- Update brakeman to 7.1.2
- Explicitly handle type assignment in ImportsController#create to avoid mass assignment
- Remove :type from permitted import parameters
* Fix trailing whitespace in DragAndDropImportTest
* Don't commit LLM comments as file
* FIX add api validation
---------
Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: sokie <sokysrm@gmail.com>
* Document CSV import processing delay issue
Added troubleshooting information for CSV import delays.
Signed-off-by: zenaufa <zenaufa@hotmail.com>
* Small edits suggested by LLM
---------
Signed-off-by: zenaufa <zenaufa@hotmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Multi-provider SSO support:
- Database-backed SSO provider management with admin UI
- Support for OpenID Connect, Google OAuth2, GitHub, and SAML 2.0
- Flipper feature flag (db_sso_providers) for dynamic provider loading
- ProviderLoader service for YAML or database configuration
Admin functionality:
- Admin::SsoProvidersController for CRUD operations
- Admin::UsersController for super_admin role management
- Pundit policies for authorization
- Test connection endpoint for validating provider config
User provisioning improvements:
- JIT (just-in-time) account creation with configurable default role
- Changed default JIT role from admin to member (security)
- User attribute sync on each SSO login
- Group/role mapping from IdP claims
SSO identity management:
- Settings::SsoIdentitiesController for users to manage connected accounts
- Issuer validation for OIDC identities
- Unlink protection when no password set
Audit logging:
- SsoAuditLog model tracking login, logout, link, unlink, JIT creation
- Captures IP address, user agent, and metadata
Advanced OIDC features:
- Custom scopes per provider
- Configurable prompt parameter (login, consent, select_account, none)
- RP-initiated logout (federated logout to IdP)
- id_token storage for logout
SAML 2.0 support:
- omniauth-saml gem integration
- IdP metadata URL or manual configuration
- Certificate and fingerprint validation
- NameID format configuration
* Add configuration and logic for dynamic SSO provider support and stricter JIT account creation
- Introduced `config/auth.yml` for centralized auth configuration and documentation.
- Added support for multiple SSO providers, including Google, GitHub, and OpenID Connect.
- Implemented stricter JIT SSO account creation modes (`create_and_link` vs `link_only`).
- Enabled optional restriction of JIT creation by allowed email domains.
- Enhanced OmniAuth initializer for dynamic provider setup and better configurability.
- Refined login UI to handle local login disabling and emergency super-admin override.
- Updated account creation flow to respect JIT mode and domain checks.
- Added tests for SSO account creation, login form visibility, and emergency overrides.
# Conflicts:
# app/controllers/sessions_controller.rb
* remove non-translation
* Refactor authentication views to use translation keys and update locale files
- Extracted hardcoded strings in `oidc_accounts/link.html.erb` and `sessions/new.html.erb` into translation keys for better localization support.
- Added missing translations for English and Spanish in `sessions` and `oidc_accounts` locale files.
* Enhance OmniAuth provider configuration and refine local login override logic
- Updated OmniAuth initializer to support dynamic provider configuration with `name` and scoped parameters for Google and GitHub.
- Improved local login logic to enforce stricter handling of super-admin override when local login is disabled.
- Added test for invalid super-admin override credentials.
* Document Google sign-in configuration for local development and self-hosted environments
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* Add RSwag coverage for chat API
* Linter
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Add transaction rswag
* FIX linter
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: sokie <sokysrm@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>
* Add comprehensive AI/LLM configuration documentation
* Fix Chat.start! to use default model when model is nil or empty
* Ensure all controllers use Chat.default_model for consistency
* Move AI doc inside `hosting/`
* Probably too much error handling
---------
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Remove orphan function
* Add centralized branding helpers and update locales
* Remove _plus and add (proper) brand
* No longer Sure, configurable
* Consistency with compose file naming
* Missed `product_name` mapping
* Fix brand/product name in mailers
* Product name in email reset flow
* Fix i18n errors/tests
* Fix password mailer brand/product name (again)
* Missed hardcoded `Sure` in onboarding goals
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* PR nitpick on documentation
* Missing interpolation key for invited UI
* Orphan assets
* New logos
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.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`
* maybe#2419 was recreated as sure#1 but message wasn't removed.
* Information in maybe#2419 gives more details that are helpful for
users wanting to setup Plaid
* add initial pages for Bank Sync and Lunch Flow
* update breadcrumbs on Lunch Flow page
* update content for Lunch Flow page
* add norefeerrer to Github link
* update lunch flow url
* nest lunch_flow resource under bank_sync
* add a provider link partial
* remove trailing whitespaces
* update providers style to match merchants page
* remove separate lunch flow page
* fix hover on dark mode
* point lunch flow to custom sure landing page
* [i18n] Bank Sync label
* [i18n] API Keys
* [i18n] Self-Hosting consistency
* Security breadcrum, not "securities" default
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* feat: Add Brand Fetch logo link for logos
* docs: brand fetch integration docs
* Document CLIENT_ID location?
Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Vincent Teo <vinteo@gmail.com>
Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
* First cut of smallest rebrand, pending icons
* Leave SQL schema tokens/user names the same for now
* First batch of logos
* Release notes/what's new
* /releases missing
* redirect_uri for sureapp://
* Padded logo
* Test the correct /releases URL
* Missed a few mobile URIs
* Some icons/asssets from /website/ repo
* Seed/sample data user @sure.local now
* New screenshot
* Want to keep their legal "boilerplate" from the upstream repo
- 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>
* Rough draft of issue system
* Simplify design
* Remove stale files from merge conflicts
* STI for issues
* Cleanup
* Improve Synth api key flow
* Stub api key for test
