* Implement Yahoo Finance
* Added tests
* Updated hosting controller to check for managed app_mode instead of env_override
* Suggestions from CodeRabbit and Fixes on tests
* Remove Css changes
* Fix yahoo finance impl and i18n
* Updated view to use healthy method
* remove usage
* Updated env example
* keep usage on class just to keep same format
* Ci test
* Remove some useless validations
* Remove logs
* Linter fixes
* Broke this in my conflict merge
* Wrong indentation level
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
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>
* 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>
* Implement support for generic OpenAI api
- Implements support to route requests to any openAI capable provider ( Deepsek, Qwen, VLLM, LM Studio, Ollama ).
- Keeps support for pure OpenAI and uses the new better responses api
- Uses the /chat/completions api for the generic providers
- If uri_base is not set, uses default implementation.
* Fix json handling and indentation
* Fix linter error indent
* Fix tests to set env vars
* Fix updating settings
* Change to prefix checking for OAI models
* FIX check model if custom uri is set
* Change chat to sync calls
Some local models don't support streaming. Revert to sync calls for generic OAI api
* Fix tests
* Fix tests
* Fix for gpt5 message extraction
- Finds the message output by filtering for "type" == "message" instead of assuming it's at index 0
- Safely extracts the text using safe navigation operators (&.)
- Raises a clear error if no message content is found
- Parses the JSON as before
* Add more langfuse logging
- Add Langfuse to auto categorizer and merchant detector
- Fix monitoring on streaming chat responses
- Add Langfuse traces also for model errors now
* Update app/models/provider/openai.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
* handle nil function results explicitly
* Exposing some config vars.
* Linter and nitpick comments
* Drop back to `gpt-4.1` as default for now
* Linter
* Fix for strict tool schema in Gemini
- This fixes tool calling in Gemini OpenAI api
- Fix for getTransactions function, page size is not used.
---------
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.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
* Remove Synth Finance integration
* Linter noise
* Fix failing (old) test, use it for Twelve Data
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* feat: Add Twelve Data provider for exchange rates and securities
* test: fix hosting controller test, linting
* fix: add countries gem to handle country codes in Twelve Data provider
* fix: allow security search combobox to have no logo
* refactor: update Twelve Data provider use time series endpoint
* fix: set twelve data as default provider
Auto-generate encryption keys based on SECRET_KEY_BASE when not provided.
This ensures API key encryption works out of the box for self-hosted users
without requiring manual setup steps.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Initial pass at Plaid EU
* Add EU support to Plaid Items
* Lint
* Temp fix for rubocop isseus
* Merge cleanup
* Pass in region and get tests passing
* Use absolute path for translation
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
* 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
* Initial pass at Synth-based ticker selection
* Update _tickers.turbo_stream.erb
* Functional combobox display
* A few cleanup steps
* Linter
* Prevent long strings
* Another step towards functional combobox
* Deprecated files
* Custom Combobox implementation
* Lint
* Test suite fixes
* Lint
* Make direct use of mic codes
* Update splits
* Update trades_test.rb
Having by default `PORT=` only assigns to that variable `0`, which is
interpreted by puma to start the web app in a random port when `bin/dev`
is called.
* Add custom port option to env.example
* Update readme.
* Port in bin/dev looks for env var before defaulting to 3000
* Change port for mailer in dev environment.
* Revisions in dev and readme files.
* Introduce ActiveStorage
* Add active storage related service gems
* Update storage.yml
* Install image processing gem
- sudo apt-get install libvips (required dependency)
* Set default active storage service
* Add profile image to user model
* Amend form to allow profile images to be saved, introduce stimulus controller.
* Purge image when form is blank
* Update markup/stimulus controller
* Add test for profile image uplaods
* Add profile image validation
* Use rails guide gem versions
* Use correct ERB syntax and make all storage options configurable
* Ensure form submits when user clears profile image
* Add profile image thumbnail method
* Extract profile image to a partial
* Updates env.example and storage.yml
* Fix bug with double form save
* Add profile image to the sidenav
* Update production config
* Fix ERB formatting
* normalize en.yml
* Handle non-square images
* Use pre-processing on thumbnail variant
* Resovle gemfile.lock issues
* Rubocop style changes
---------
Signed-off-by: Christian <47796704+crobbo@users.noreply.github.com>
Co-authored-by: Christian Robinson <christian@robbo.dev>
* Add setting fields to model
* Allow to configure SMTP settings
* Normalize locales
* Cleanup locales
* Remove 'coming soon'
* fix test
* Reset credentials
* Reset development config
* Check smtp spelling
* Use post instead of get method
* TLS ENV variable is more descriptive
* Rework application mailer
* Follow rails convention for mailer action params
* Reset schema.rb to main
* Test WIP
* Add test for controller and mailer
* Move tests from controller to model
* Custom error message if settings are not all present
* Comment smtp config in development env
* Add default tls enabled value
* Rubocop
* Fix controller test
* Reset credentials
* Normalize locales
* Test
* fix test
* Fix application mailer test that fails randomly
* Error flash message instead of notice
* Rework application mailer tests
* Support all currencies, handle outside DB
* Remove currencies from seed
* Fix account balance namespace
* Set default currency on authentication
* Cache currency instances
* Implement multi-currency syncs with tests
* Series fallback, passing tests
* Fix conflicts
* Make value group concrete class that works with currency values
* Fix migration conflict
* Update tests to expect multi-currency results
* Update account list to use group method
* Namespace updates
* Fetch unknown exchange rates from API
* Fix date range bug
* Ensure demo data works without external API
* Enforce cascades only at DB level
* Initial foundational pass at multi-currency
* Default format currency
* More work on currency and exchanging
* Re-build currencies on change
* Currency import/setup
* Background job overhaul + cheaper OXR plan support
* Lint fixes
* Test fixes
* Multi-currency setup instructions
* Allow decimals in the balance field
* Spacing fix for form
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
