* 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>
* Add files via upload
Signed-off-by: Jose <39016041+jospaquim@users.noreply.github.com>
* Add merchants and tags resources to routes
Signed-off-by: Jose <39016041+jospaquim@users.noreply.github.com>
* update
* update spaces
* fix: Apply CodeRabbit suggestions and add YARD documentation
* docs: Add API documentation for merchants and tags endpoints
* fix: Address CodeRabbit feedback on documentation
* fix: Use authorize_scope! instead of ensure_read_scope
* test(api): Add request specs for merchants and tags endpoints
* test(api): Add request specs for merchants and tags endpoints
* test(api): Convert specs to Minitest format in test/
* fix: Correct indentation for private methods
* fix: merchant and tag test
* Enhance tag tests for family scope and access
Added tests to ensure tags from other families are not returned and that attempts to access them return 404.
Signed-off-by: Jose <39016041+jospaquim@users.noreply.github.com>
* Enhance merchants controller tests for family scope
Added tests to ensure that merchants from other families are not returned in the index action and that accessing a merchant from another family returns a 404 error.
Signed-off-by: Jose <39016041+jospaquim@users.noreply.github.com>
* Fix test/implementation
* Remove old token test code
* Improve test
---------
Signed-off-by: Jose <39016041+jospaquim@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* 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>
* Add API endpoint for triggering family sync
Introduces Api::V1::SyncController with a create action to queue a family sync, applying all active rules and syncing accounts. Adds corresponding route, JSON response view, and comprehensive controller tests for authorization and response validation.
* Rename started_at to syncing_at in sync API response
Updated the sync create JSON response to use 'syncing_at' instead of 'started_at'. Adjusted related controller test to check for 'syncing_at'. Also updated API authentication header in test to use 'X-Api-Key' instead of Bearer token.
* Update app/controllers/api/v1/sync_controller.rb
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>
---------
Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
- 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>
