* Add full import/export support for rules with versioned JSON schema
This commit implements comprehensive import/export functionality for rules,
allowing users to back up and restore their rule definitions.
Key features:
- Export rules to both CSV and NDJSON formats with versioned schema (v1)
- Import rules from CSV with full support for nested conditions and actions
- UUID to name mapping for categories and merchants for portability
- Support for compound conditions with sub-conditions
- Comprehensive test coverage for export and import functionality
- UI integration for rules import in the imports interface
Technical details:
- Extended Family::DataExporter to generate rules.csv and include rules in all.ndjson
- Created RuleImport model following the existing Import STI pattern
- Added migration for rule-specific columns in import_rows table
- Implemented serialization helpers to map UUIDs to human-readable names
- Added i18n support for the new import option
- Included versioning in NDJSON export to support future schema evolution
The implementation ensures rules can be safely exported from one family
and imported into another, even when category/merchant IDs differ,
by mapping between names and IDs during export/import.
* Fix AR migration version
* Mention support for rules export
* Rabbit suggestion
* Fix tests
* Missed schema.rb
* Fix sample CSV download for rule import
* Fix parsing in Rules import
* Fix tests
* Rule import message i18n
* Export tag names, not UUIDs
* Make sure tags are created if needed at import
* Avoid test errors when running in parallel
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Initial enable banking implementation
* Handle multiple connections
* Amount fixes
* Account type mapping
* Add option to skip accounts
* Update schema.rb
* Transaction fixes
* Provider fixes
* FIX account identifier
* FIX support unlinking
* UI style fixes
* FIX safe redirect and brakeman issue
* FIX
- pagination max fix
- wrap crud in transaction logic
* FIX api uid access
- The Enable Banking API expects the UUID (uid from the API response) to fetch balances/transactions, not the identification_hash
* FIX add new connection
* FIX erb code
* Alert/notice box overflow protection
* Give alert/notification boxes room to grow (3 lines max)
* Add "Enable Banking (beta)" to `/settings/bank_sync`
* Make Enable Banking section collapsible like all others
* Add callback hint to error message
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Initial implementation
* Add support for reports section too
* UI Improvement
now it looks a lot nicer :)
* Remove duplicate section titles
* FIX malformed DIV
* Add accessibility and touch support
WCAG 2.1 Level AA Compliant
- Keyboard operable (Success Criterion 2.1.1)
- Focus visible (Success Criterion 2.4.7)
- Name, Role, Value (Success Criterion 4.1.2)
Screen Reader Support
- Clear instructions in aria-label
- Proper semantic roles
- State changes announced via aria-grabbed
* Add proper UI for tab highlight
* Add keyboard support to collapse also
* FIX js errors
* Fix rabbit
* FIX we don't need the html
* FIX CSRF and error handling
* Simplify into one single DB migration
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Move provider config to family
* remove global settings
* Remove turbo auto submit
* Fix flash location
* Fix mssing syncer for lunchflow
* Update schema.rb
* FIX tests and encryption config
* FIX make rabbit happy
* FIX run migration in SQL
* FIX turbo frame modal
* Branding fixes
* FIX rabbit
* OCD with product names
* More OCD
* No other console.log|warn in codebase
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint
# Conflicts:
# db/schema.rb
# Conflicts:
# app/controllers/simplefin_items_controller.rb
* fix testing
* fix linting
* xfix linting x2
* Review PR #267 on we-promise/sure (SimpleFin enhancements v2). Address all 15 actionable CodeRabbit comments: Add UUID validations in rakes (e.g., simplefin_unlink), swap Ruby pattern matching/loops for efficient DB queries (e.g., where LOWER(name) LIKE ?), generate docstrings for low-coverage areas (31%), consolidate routes for simplefin_items, move view logic to helpers (e.g., format_transaction_extra), strengthen tests with exact assertions/fixtures for dedup/relink failures. Also, check for overlaps with merged #262 (merchants fix): Ensure merchant creation in simplefin_entry/processor.rb aligns with new payee-based flow and MD5 IDs; add tests for edge cases like empty payees or over-merging pendings. Prioritize security (PII redaction in logs, no hardcoded secrets).
* SimpleFin: address CodeRabbit comments (batch 1)
- Consolidate simplefin_items routes under a single resources block; keep URLs stable
- Replace inline JS with Stimulus auto-relink controller; auto-load relink modal via global modal frame
- Improve a11y in relink modal by wrapping rows in labels
- Harden unlink rake: default dry_run=true, UUID validation, redact PII in outputs, clearer errors
- Backfill rake: default dry_run=true, UUID validation; groundwork for per-SFA counters
- Fix-was-merged rake: default dry_run=true, UUID validation; clearer outputs
- Idempotent transfer auto-match (find_or_create_by! + RecordNotUnique rescue)
- Extract SimpleFin error tooltip assembly into helper and use it in view
RuboCop: maintain 2-space indentation, spaces inside array brackets, spaces after commas, and no redundant returns
* Linter noise
* removed filed commited by mistake.
* manual relink flow and tighten composite matching
* enforce manual relink UI; fix adapter keywords; guarantee extra.simplefin hash
* refactor(simplefin): extract relink service; enforce manual relink UI; tighten composite match; migration 7.2
* add provider date parser; refactor rake; move view queries; partial resilience
* run balances-only import in background job. make update flow enqueue balances-only job
* persists across all update redirects and initialize
used_manual_ids to prevent NameError in relink candidate computation.
* SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint
* Fixed failed test after rebase.
* scan_ruby fix
* Calming the rabbit:
Fix AccountProvider linking when accounts change
Drop the legacy unique index instead of duplicating it
Fix dynamic constant assignment
Use fixtures consistently; avoid rescue for control flow.
Replace bare rescue with explicit exception class.
Move business logic out of the view.
Critical: Transaction boundary excludes recompute phase, risking data loss.
Inconsistency between documentation and implementation for zero-error case.
Refactor to use the compute_unlinked_count helper for consistency.
Fix cleanup task default: it deletes by default.
Move sync stats computation to controller to avoid N+1 queries.
Consolidate duplicate sync query.
Clarify the intent of setting flash notice on the error path.
Fix Date/Time comparison in should_be_inactive?.
Move stats retrieval logic to controller.
Remove duplicate Sync summary section.
Remove the unnecessary sleep statement; use Capybara's built-in waiting.
Add label wrappers for accessibility and consistency.
* FIX SimpleFIN new account modal
Now new account properly loads as a Modal, instead of new page.
Fixes also form showing dashboard instead of settings page.
* Remove SimpleFin legacy UI components, migrate schema, and refine linking behavior.
# Conflicts:
# app/helpers/settings_helper.rb
* Extract SimpleFin-related logic to `prepare_show_context` helper and refactor for consistency. Adjust conditional checks and ensure controller variables are properly initialized.
* Remove unused SimpleFin maps from prepare_show_context; select IDs to avoid N+1
Replace Tailwind bg-green-500 with semantic bg-success in _simplefin_panel/_provider_form
Add f.label :setup_token in simplefin_items/new for a11y
Remove duplicate require in AccountsControllerSimplefinCtaTest
* Remove unnecessary blank lines
* Reduce unnecessary changes
This reduces the diff against main
* Simplefin Account Setup: Display in modal
This fixes an issue with the `X` dismiss button in the top right corner
* Removed unnecessary comment.
* removed unnecessary function.
* fixed broken links
* Removed unnecessary file
* changed to database query
* set to use UTC and gaurd against null
* set dry_run=true
* Fixed comment
* Changed to use a database-level query
* matched test name to test behavior.
* Eliminate code duplication and Time.zone dependency
* make final summary surface failures
* lint fix
* Revised timezone comment. better handle missing selectors.
* sanitized LIKE wildcards
* Fixed SimpleFin import to avoid “Currency can’t be blank” validation failures when providers return an empty currency string.
* Added helper methods for admin and self-hosted checks
* Specify exception types in rescue clauses.
* Refined logic to determine transaction dates for credit accounts.
* Refined stats calculation for `total_accounts` to track the maximum unique accounts per run instead of accumulating totals.
* Moved `unlink_all!` logic to `SimplefinItem::Unlinking` concern and deprecated `SimplefinItem::Unlinker`. Updated related references.
* Refined legacy unlinking logic, improved `current_holdings` formatting, and added ENV-based overrides for self-hosted checks.
* Enhanced `unlink_all!` with explicit error handling, improved transaction safety, and refined ENV-based self-hosted checks. Adjusted exception types and cleaned up private method handling.
* Improved currency assignment logic by adding fallback to `current_account` and `family` currencies.
* Enhanced error tracking during SimpleFin account imports by adding categorized error buckets, limiting stored errors to the last 5, and improving `stats` calculations.
* typo fix
* Didn't realize rabbit was still mad...
Refactored SimpleFin error handling and CTA logic: centralized duplicate detection and relink visibility into controller, improved task counters, adjusted redirect notices, and fixed form indexing.
* Dang rabbit never stops... Centralized SimpleFin maps logic into `MapsHelper` concern and integrated it into relevant controllers and rake tasks. Optimized queries, reduced redundancy, and improved unlinked counts and manual account checks with batch processing. Adjusted task arguments for clarity.
* Persistent rabbit. Optimized SimpleFin maps logic by implementing batch queries for manual account and unlinked count checks, reducing N+1 issues. Improved clarity of rake task argument descriptions and error messages for better usability.
* Lost a commit somehow, resolved here. Refactored transaction extra details logic by introducing `build_transaction_extra_details` helper to improve clarity, reusability, and reduce view complexity. Enhanced rake tasks with strict dry-run validation and better error handling. Updated schema to allow nullable `merchant_id` and added conditional unique indexes for recurring transactions.
* Refactored sensitive data redaction in `simplefin_unlink` task for recursive handling, optimized SQL sanitization in `simplefin_holdings_backfill`, improved error handling in `transactions_helper`, and streamlined day change calculation logic in `Holding` model.
* Lint fix
* Removed per PR comments.
* Also removing per PR comment.
* git commit -m "SimpleFIN polish: preserve #manual-accounts wrapper, unify \"manual\" scope, and correct unlinked counts
- Preserve #manual-accounts wrapper: switch non-empty updates to turbo_stream.update and background broadcast_update_to; keep empty-path replace to render <div id=\"manual-accounts\"></div>
- Unify definition of manual accounts via Account.visible_manual (visible + legacy-nil + no AccountProvider); reuse in controllers, jobs, and helper
- Correct setup/unlinked counts: SimplefinItem::Syncer#finalize_setup_counts and maps now consider AccountProvider links (legacy account AND provider must be absent)
Deleted:
- app/models/simplefin_item/relink_service.rb
- app/controllers/concerns/simplefin_items/relink_helpers.rb
- app/javascript/controllers/auto_relink_controller.js
- app/views/simplefin_items/_relink_modal.html.erb
- app/views/simplefin_items/manual_relink.html.erb
- app/views/simplefin_items/relink.html.erb
- test/services/simplefin_item/relink_service_test.rb
Refs: PR #318 unified link/unlink; PR #267 SimpleFIN; follow-up to fix wrapper ID loss and counting drift."
* Extend unlinked account check to include "Investment" type
* set SimpleFIN item for `balances`, remove redundant unpacking, and improve holdings task error
* SimpleFIN: add `errors` action + modal; do not reintroduce legacy relink actions; removed dead helper
* FIX simpleFIN linking
* Add delay back, tests benefit from it
* Put cache back in
* Remove empty `rake` task
* Small spelling fixes.
---------
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
Co-authored-by: Dylan Corrales <deathcamel58@gmail.com>
* Allow category imports to set icons
* Linter
* Update category import description in English locale
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Rename icon in CSV header to `lucide-icon`
* Make sure we export the icon while we're at this
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Fix pattern identification without merchants
- We already support the schema and data, but pattern identification now groups either per merchant or per transaciton name.
* Fix missed this view
* Fix update schema
* Wrong schema pushed
* Implement recurring transactions support
* Amount fix
* Hide section when any filter is applied
* Add automatic identify feature
Automatic identification runs after:
- CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
- Plaid sync completes
- SimpleFIN sync completes
- LunchFlow sync completes
- Any new provider that we create.
* Fix linter and tests
* Fix address review
* FIX proper text sizing
* Fix further linter
Use circular distance to handle month-boundary wrapping
* normalize to a circular representation before computing the median
* Better tests validation
* Added some UI info
Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.
* Fix styling
* Revert text subdued look
* Match structure of the other sections
* Styling
* Restore positive amounts styling
* Shorten label for UI styling
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* First pass lunch flow
* Fixes
- Fix apikey not being saved properly due to provider no reload support
- Fix proper messages if we try to link existing accounts.
* Fix better error handling
* Filter existing transactions and skip duplicates
* FIX messaging
* Branding :)
* Fix XSS and linter
* FIX provider concern
- also fix code duplication
* FIX md5 digest
* Updated determine_sync_start_date to be account-aware
* Review fixes
* Broaden error catch to not crash UI
* Fix buttons styling
* FIX process account error handling
* FIX account cap and url parsing
* Lunch Flow brand
* Found orphan i18n strings
* Remove per conversation with @sokie
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Implement providers factory
* Multiple providers sync support
- Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced
- Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility
- Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync
TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex
- Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.)
* Add generic provider_import_adapter
* Finish unified import strategy
* Update app/models/plaid_account.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
* Update app/models/provider/factory.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
* Fix account linked by plaid_id instead of external_id
* Parse numerics to BigDecimal
Parse numerics to BigDecimal before computing amount; guard nils.
Avoid String * String and float drift; also normalize date.
* Fix incorrect usage of assert_raises.
* Fix linter
* Fix processor test.
* Update current_balance_manager.rb
* Test fixes
* Fix plaid linked account test
* Add support for holding per account_provider
* Fix proper account access
Also fix account deletion for simpefin too
* FIX match tests for consistency
* Some more factory updates
* Fix account schema for multipe providers
Can do:
- Account #1 → PlaidAccount + SimplefinAccount (multiple different providers)
- Account #2 → PlaidAccount only
- Account #3 → SimplefinAccount only
Cannot do:
- Account #1 → PlaidAccount + PlaidAccount (duplicate provider type)
- PlaidAccount #123 → Account #1 + Account #2 (provider linked to multiple accounts)
* Fix account setup
- An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type])
- Each provider should maintain its own separate entries
- We should NOT update one provider's entry when another provider syncs
* Fix linter and guard migration
* FIX linter issues.
* Fixes
- Remove duplicated index
- Pass account_provider_id
- Guard holdings call to avoid NoMethodError
* Update schema and provider import fix
* Plaid doesn't allow holdings deletion
* Use ClimateControl for proper env setup
* No need for this in .git
---------
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>
* Fix syncing issues with new connections and accounts..
- Keep SimpleFin institution metadata strictly per account (`simplefin_accounts.org_data`).
- Relax `simplefin_items` institution constraints to allow creating items before org data exists.
- Remove code that copied the first account’s `org` onto `simplefin_items`.
* Improve Simplefin Sync
•
SimpleFin: family “Sync” includes SimpleFin items; importer does unbounded discovery (with pending=1 fallback) before windowed fetch, for both regular and first syncs.
•
Stop populating item‑level institution fields; keep institution metadata per account.
•
Relax NOT NULL on item institution fields.
•
Post‑sync dashboard broadcasts are now guarded (UI cannot fail the job).
•
Show a friendly “daily refresh limit” banner on the SimpleFin card when the latest sync is rate‑limited.
•
Add bin/rails sure:simplefin:debug[ITEM_ID] to print latest sync, snapshot account count, simplefin_accounts count, and unlinked list.
* Fixed double‑quoted strings, spacing around array brackets and commas
* chore: ignore local .junie files
* - Broadcast error logs now include full backtraces
- SimpleFin discovery logic deduplicated fixed
- app/models/simplefin_item/importer.rb
--Added a concise docstring for perform_account_discovery describing purpose, steps, and side‑effects.
--Added a docstring for fetch_accounts_data describing params and return value.
* 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>
* Password reset back button also after confirmation
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
* Implement a filter for category (#215)
- Also implement an is empty/is null condition.
* Implement an LLM cost estimation page
Track costs across all the cost categories: auto categorization, auto merchant detection and chat.
Show warning with estimated cost when running a rule that contains AI.
* Update pricing
* Add google pricing
and fix inferred model everywhere.
* Update app/models/llm_usage.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
* FIX address review
* Linter
* Address review
- Lowered log level
- extracted the duplicated record_usage method into a shared concern
* Update app/controllers/settings/llm_usages_controller.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
* Moved attr_reader out of private
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* Remove skipped account functionality from SimpleFin
- Remove "Skip - don't add" option from account setup
- Simplify account setup flow to require all accounts be assigned types
- Update controller logic to handle all accounts without skipping
- Redirect to accounts page instead of SimpleFin items page
- Add I18N message support with t(".success")
* Simplify SimpleFin sync logic by removing skipped accounts
- Remove skipped account filtering from syncer
- All unlinked accounts now block sync until setup is complete
- Remove skipped account UI elements from setup view
- Streamline sync flow without complex skipped/non-skipped logic
* Fix cash balance calculation for SimpleFin investment accounts
- Update SimplefinAccount::Processor to recalculate balances during sync
- Properly calculate cash_balance for investment accounts using BalanceCalculator
- Handle negative balances for credit cards and loans correctly
- Ensure account balance and cash balance are updated from latest SimpleFin data
* Add I18N translations and edit view for SimpleFin
- Add comprehensive English translations for SimpleFin UI
- Create edit view for SimpleFin re-authentication
- Support status messages, errors, and user feedback
- Match translation structure with Plaid integration
* Add specialized SimpleFin data processors
- Add investment processors for transactions, holdings, and balance calculation
- Add liability processors for credit cards and loans
- Add transaction processor for standard account transactions
- Add account importer for SimpleFin account data
- Organize processors by account type for maintainable architecture
* Add loading button controller for SimpleFin forms
- Add Stimulus controller to show loading state during form submission
- Disable button and show loading text to prevent double submissions
- Improve user experience during SimpleFin account setup
* Add SimpleFin edit and update routes
- Add edit and update actions to SimpleFin items routes
- Enable re-authentication flow for expired SimpleFin connections
- Match route structure with Plaid items for consistency
* Add institution metadata fields to SimpleFin items
- Add institution_id, institution_name, institution_domain fields
- Add institution_url, institution_color for UI customization
- Add raw_institution_payload for complete institution data storage
- Enable better institution organization and display
* Enhance SimpleFin item with institution support and metadata
- Add institution summary and connected institutions methods
- Store and retrieve institution metadata from SimpleFin API
- Add institution-aware import functionality
- Support multiple institutions per SimpleFin connection
* Fix account creation and Plaid provider issues
- Fix cash balance calculation in Account.create_from_simplefin_account
- Add nil check for plaid_provider in remove_plaid_item method
- Ensure proper balance handling for investment accounts during creation
* Improve sync parent relationship handling
- Add parent sync assignment for existing syncs when parent_sync is provided
- Ensure sync hierarchy is maintained when expanding sync windows
- Fix sync relationship consistency in nested sync operations
* Update SimpleFin item view with enhanced UI
- Improve SimpleFin connection display and status information
- Add better visual styling and user feedback
- Match UI consistency with Plaid item views
* Update database schema with institution fields
- Add institution metadata fields to simplefin_items table
- Support institution tracking and organization features
* Update SimpleFin tests for new functionality
- Update controller tests for edit/update actions and removed skip functionality
- Update model tests for institution metadata and enhanced features
- Ensure test coverage for SimpleFin improvements
* Add migration to remove old institution fields
* Fix linting issues
* Apply suggestion from @coderabbitai[bot]
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Himmelschmidt <46351743+Himmelschmidt@users.noreply.github.com>
* Fix 2 failing tests
* Wrap SimpleFin account transfer in database transaction
* Make loading button controller more reusable
- Add loadingText Stimulus value for configurable loading text
- Remove unused originalText variable
- Update view to pass loading text via data attribute
* Remove unused SimplefinAccount::Importer class
This class was added in the PR but is never called anywhere in the codebase.
The actual SimpleFin account processing is handled by SimplefinAccount::Processor
and its specialized sub-processors.
* Fix SimpleFin account transfer bug during token updates
- Call import_latest_simplefin_data before account transfer to ensure
new SimpleFin accounts exist with account_id populated
- Prevents silent failure where accounts become orphaned when
refreshing expired SimpleFin tokens
* Fix SimpleFin error handling to render correct template and use i18n
- Update render_error method to accept context parameter for template selection
- Fix update action to render :edit template instead of :new on errors
- Replace hardcoded error messages with localized strings using t() calls
- Add comprehensive error message keys to SimpleFin locale file
* Improve loading button accessibility and HTML semantics
- Add aria-disabled and aria-busy attributes for screen readers
- Use semantic span elements instead of divs for button content
- Add aria-hidden to decorative spinner element
* Fix SimpleFin SSL verification to use OpenSSL constant
* Remove HTTParty streaming to prevent empty response body and PII logging
* Use BigDecimal zero for consistent numeric types in balance calculator
* Add investment account guard to holdings processor
* Remove duplicate balance normalization from SimpleFin loan processor
* Fix critical account deletion bug in SimpleFin token update
* Fix linting issues in SimpleFin controller tests
* Replace hardcoded colors with design system tokens in SimpleFin views
* Gate investment processors to Investment accounts only
Prevents investment processors from running on non-Investment account types,
matching the pattern used by liability processors.
* Localize hardcoded strings in SimpleFin edit form
* Adding the error message to a hover state.
* Use only 1 month for sync_start_date, new account restriction?
* Harden investment cash_balance calculation with error handling
- Add try/catch around SimplefinAccount::Investments::BalanceCalculator
- Fallback to zero on calculation errors or nil results
- Log warning with error details for debugging
- Prevents nil cash_balance that could cause downstream issues
* Fix SimpleFin institution fields migration and add DB constraints
- Remove destructive migration that dropped existing institution fields
- Add only new fields (institution_domain, institution_color)
- Add indexes on institution fields for query performance
- Add NOT NULL constraints on required fields (institution_id, institution_name)
- Fix schema jsonb consistency for raw_institution_payload
* Improve SimpleFin holdings error handling and BigDecimal consistency
* Add security attribute to external link in SimpleFin edit form
* Improve SimpleFin sync timing and add user-configurable date range
- Fix initial sync timing issue: change from 1 month to 7 days default lookback
- Add user-selectable sync start date in account setup UI
- Implement chunked historical sync that respects user-selected date range
- Add sync_start_date field to SimpleFin items
- Handle new accounts on existing connections with same date picker
This addresses SimpleFin API limitations and gives users control over
how much transaction history to sync during initial setup.
* Fix SimpleFin sync status to show detailed results instead of "Never synced"
- Modify sync completion logic to always complete even with unlinked accounts
- Add sync_stats column to track account sync statistics during sync process
- Update sync status display to show "X synced, Y need setup" instead of "Never synced"
- Store detailed sync statistics (total, linked, unlinked accounts) in sync record
- Add sync_status_summary method to provide meaningful status text
- Remove early return that prevented sync completion when accounts need setup
Resolves issue where successful account syncing still showed "Never synced" status.
* Fix Transaction persistence before Entry creation in SimpleFin processor
Persist Transaction with create! instead of new to ensure it has an ID before
creating Entry that references it as entryable. Prevents foreign key errors.
* Fix indifferent access for SimpleFin institution data extraction
The accounts_snapshot parameter comes from JSON with string keys, but the
code was accessing with symbol keys which could silently fail. Convert to
indifferent access to handle both string and symbol keys properly.
* Localize hardcoded deletion in progress string
Replace hardcoded "(deletion in progress...)" text with I18n translation
to maintain consistency with the rest of the view.
* Fix SimpleFin item update test to properly verify rebind/destroy behavior
The test now creates a different SimplefinItem instance and mocks
create_simplefin_item! to return it, ensuring the controller operates
on a new record instead of the same instance. This properly exercises
the rebind/destroy logic and verifies the original item is scheduled
for deletion.
* Fix potential transaction data loss in SimpleFin importer
Prevent wiping stored transactions when API omits transaction data by only
updating raw_transactions_payload when transactions are actually present
in the response, preserving existing transaction data when API doesn't
include transactions key.
* Fix SimpleFin sync chunking and enforce 3-year historical limit
- Fix SimpleFin's actual API limit from 365 days to 60 days per request
- Implement proper backward-walking chunked sync for historical data
- Enforce 3-year maximum historical data limit (60 days × 22 requests)
- Update date picker to reflect 3-year limit and better defaults
- Add comprehensive logging for debugging sync issues
* Add dedicated raw_holdings_payload storage for SimpleFin accounts
- Add raw_holdings_payload column to simplefin_accounts table
- Separates holdings data from general account data for cleaner processing
- Follows same pattern as raw_transactions_payload for consistency
- Enables proper SimpleFin holdings processing pipeline
* Enhance SimpleFin holdings storage with external ID tracking
- Add external_id and cost_basis columns to holdings table
- Update holdings processor to use external_id for precise matching
- Capture all available SimpleFin holdings data (shares, market_value, cost_basis, etc.)
- Use SimpleFin holding ID as external_id with "simplefin_" prefix
- Calculate price from market_value/shares when available
- Store raw holdings payload in simplefin_accounts for complete data retention
This enables better holdings tracking than composite key approach and ensures
we capture all SimpleFin data even if not immediately used in our models.
* Simplify SimpleFin transaction enrichment
- Add MerchantDetector that uses payee field directly for merchant creation
- Enhance SimpleFin entry name generation combining payee + description
- Remove transaction processor category matching logic
- Create dedicated SimpleFin entry processor
Uses SimpleFin's clean payee data without unnecessary filtering.
* Add source field to ProviderMerchant and fix data enrichment
- Add source field to ProviderMerchant model for provider-specific merchant tracking
- Fix DataEnrichment to handle string transaction IDs correctly with to_i conversion
Enables per-provider merchant deduplication and fixes transaction lookups.
* Fix SimpleFin controller parameter handling
- Convert string account_ids to integers for proper account lookup
- Ensure account selection works correctly with form submissions
Fixes account filtering when setting up SimpleFin sync.
* Fix linting issues - auto-corrected whitespace and formatting
* Derive institution domain from URL when missing in SimpleFin items
* Fix render_error to preserve persisted record for edit context
* Add unique index to prevent duplicate holdings
* Fix potential NameError in holdings processor rescue block
* Guard against missing SimpleFin transaction IDs
* Fix SimpleFin amount parsing error handling
Re-raise ArgumentError instead of silently returning BigDecimal("0")
to prevent misleading $0 transactions from invalid amount data.
* Fix SimpleFin chunked import data loss bug
Merge transaction arrays instead of overwriting to prevent data loss
during chunked imports. Preserve most recent holdings data only.
* Add external_id uniqueness validation to Holding model
* Fix holdings cost_basis precision and add external_id unique constraint
* Fix SimpleFin test mock expectations and remove debug statements
- Fixed SimplefinItemsControllerTest by properly mocking Provider::Simplefin
instead of over-mocking the create_simplefin_item! method
- Removed DEBUG puts statements from SimplefinItem::Importer
* Fix linting issues - auto-corrected whitespace and formatting
---------
Signed-off-by: Himmelschmidt <46351743+Himmelschmidt@users.noreply.github.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: Juan José Mata <juanjo.mata@gmail.com>
* Changing trades.price to have a larger scale - a scale of 4 causes destructive rounding when calculating transaction cost; changes to the UI to allow for inputting and showing increased scale trade prices; test case
* 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`
* Add HTTParty gem for SimpleFin API integration
- Add HTTParty gem for making HTTP requests to SimpleFin API
- Required for SimpleFin protocol implementation
* Add SimpleFin database schema
- Create simplefin_items table for SimpleFin connections
- Create simplefin_accounts table for account metadata
- Add simplefin_account_id to accounts table for linking
- Add external_id to transactions for deduplication
- Enable encrypted storage of SimpleFin access URLs
* Implement SimpleFin API client and data models
- Add SimplefinItem model with sync capabilities and encryption
- Add SimplefinAccount model for account data mapping
- Implement Provider::Simplefin API client with token exchange
- Add SimpleFin protocol support with proper error handling
- Include sync jobs, importers, and processors for data flow
- Add family SimpleFin connectivity mixin
* Update core models for SimpleFin integration
- Add SimpleFin account creation methods to Account model
- Implement intelligent account type mapping from names
- Add SimpleFin linkable functionality to Account
- Include SimpleFin items in Family model associations
- Support account creation with user-selected types
* Add SimpleFin controllers and routing
- Create SimplefinItemsController with CRUD operations
- Add account setup flow with user type selection
- Include sync management and error handling
- Update AccountsController to display SimpleFin items
- Add routes for SimpleFin item management and setup
* Add SimpleFin user interface components
- Create SimpleFin connection management views
- Add account setup modal with type selection
- Include connection form with token input and instructions
- Update accounts index to display SimpleFin items
- Add SimpleFin option to account method selector
- Include SimpleFin in settings navigation
* Add user account type selection workflow
- Add pending_account_setup field to SimpleFin items
- Enable pausing sync for user account type selection
- Allow users to choose account types during import
- Prevent automatic account creation until user confirms
* Add tests for SimpleFin integration
- Add SimplefinItem model tests with fixtures
- Add SimplefinAccount model tests
- Add SimplefinItemsController tests
- Include test coverage for sync and account creation
* Fix account show page for SimpleFin accounts
- Update sync button routing to handle SimpleFin accounts
- Add SimpleFin item sync path alongside existing Plaid support
- Prevent NoMethodError when viewing SimpleFin-linked accounts
- Support proper sync routing for Plaid, SimpleFin, and manual accounts
* Complete subtype selection for SimpleFin accounts
- Add subtype database columns to all accountable models
- Create Stimulus controller for dynamic subtype dropdown interaction
- Add delegation from Account to accountable subtype for clean API access
- Update SimpleFin account setup form with working subtype selection
- Fix account display to show proper subtype labels instead of generic "Cash"
Users can now select both account type and subtype during SimpleFin import,
and the selected subtypes are properly saved and displayed in the UI.
* Fix dark mode compatibility for SimpleFin UI components
- Replace hardcoded colors with design system tokens throughout SimpleFin views
- Fix method selector hover states to use bg-surface instead of bg-gray-50
- Update SimpleFin form to use styled_form_with and standard form patterns
- Replace custom button styling with design system button components
- Fix info boxes and containers to use bg-surface and border-primary
- Replace hardcoded green/blue colors with text-primary, text-secondary, text-link
- Remove custom text area styling to allow form builder defaults (dark mode support)
All SimpleFin components now properly adapt to both light and dark themes
with correct contrast and visibility.
* Fix SimpleFin integration bugs and improve code quality
- Fix upsert method to handle string/symbol keys with indifferent access
- Add missing show route and view for SimpleFin items
- Fix test fixtures to use correct user references
- Update test data to match real-world JSON format (string keys, BigDecimal)
- Apply code formatting and linting fixes (rubocop, erb_lint)
- Ensure all SimpleFin tests pass (16/16 passing)
* Remove SimpleFin demo file with outdated setup token
* Update SimpleFin User-Agent to use Sure Finance branding
* Remove unused SimpleFin account type mapping logic
- Remove map_simplefin_type_to_accountable_type method (no longer needed)
- Remove create_from_simplefin_account method (manual setup only)
- Simplify account type selection UI to not pre-select defaults
- Update processor to log error if account missing (safety check)
- All account creation now goes through manual user selection flow
* Gate SimpleFin option behind US region check
SimpleFin is primarily for North American financial institutions,
so only show the option when US banking connections are available.
* Refactor SimpleFin controller to use model method
- Move SimpleFin item creation logic from controller to Family#create_simplefin_item!
- Remove duplication between controller and model
- Simplify controller to focus on web request/response handling
- Remove unused simplefin_provider method
- Follow Rails best practices for fat models, skinny controllers
* Fix critical data integrity issue in SimpleFin date parsing
- Remove fallback to Date.current when transaction dates fail to parse
- Raise ArgumentError instead to ensure data integrity
- Log detailed error messages for debugging
- Skip transactions with invalid dates rather than using incorrect dates
- Prevents hard-to-debug issues with balances and financial reports
* Address all Gemini code review feedback for SimpleFin integration
- Remove debug console.log statements from JavaScript controller
- Consolidate duplicate SimpleFin account creation methods into single method
- Refactor SimplefinItemsController to reduce complexity with helper methods
- Fix HTTParty thread-safety by moving SSL options to class level
- Remove redundant HTTParty options from individual requests
- Add proper error logging for invalid currency URIs
- Extract sync button path logic to AccountsHelper#sync_path_for method
- DRY up repeated subtype dropdown code with reusable partial and data structure
All SimpleFin tests passing (16/16). Code quality improvements maintain
backward compatibility while following Rails best practices.
* Fix tests for subtype delegation to accountable models
The subtype attribute was moved from Account to individual accountable models
to enable users to select specific subtypes during SimpleFin account import.
This change allows for better account categorization and more precise display
of account types (e.g., "HSA" instead of generic "Cash").
However, tests and the PlaidAccount processor weren't updated to work with
the new delegation pattern. This commit fixes:
- PlaidAccount::Processor now sets subtype on accountable and uses enrichable
pattern to respect user locks
- PropertiesController updated to handle subtype via accountable_attributes
- Test fixtures corrected to set subtype on accountable models not Account
- Tests updated to work with the delegated subtype pattern
All originally failing tests now pass:
- PropertiesControllerTest#test_updates_property_overview
- PlaidAccount::ProcessorTest (2 failing tests)
- AccountTest#test_gets_short/long_subtype_label
* Fix trailing whitespace (rubocop auto-fix)
* Add option to "skip" adding an account
* Revert "Gate SimpleFin option behind US region check"
This reverts commit 43b339940b.
* Fix SimpleFin transaction syncing and clean up debug logging
- Fix transaction creation to use Entry/entryable pattern instead of creating Transaction directly
- Handle both string and symbol keys in transaction data using with_indifferent_access
- Fix amount parsing to use BigDecimal instead of converting to cents
- Use plaid_id field for external ID storage to prevent duplicates
- Remove excessive debug logging while keeping essential error logging
SimpleFin transaction sync now works correctly, creating proper Entry records
with accurate dollar amounts and preventing duplicate transactions.
* Not sure how skipping worked for me the first time
* Fix SimpleFin new account setup flow and UI dark mode issues
- Fix accounts showing as 'unknown' by displaying proper account type from Account model
- Fix new accounts in existing connections not triggering setup flow with correct query
- Fix dark mode colors throughout SimpleFin views using design system tokens
- Improve UI logic to show existing accounts alongside new account setup prompt
- Remove balance attribute error when creating CreditCard accounts
- Simplify CreditCard subtype selection (auto-default to credit_card)
* Fix linter issues (trailing whitespace and ERB formatting)
* Remove SimpleFin button from create accounts view
SimpleFin doesn't work like Plaid - no need for separate connection creation for new accounts, just refresh existing connection.
* Add missing SimpleFin attributes and fix balance attribute error
- Add balance_date field to SimpleFin accounts to capture balance timestamp from protocol
- Enhanced build_simplefin_accountable_attributes to set available_credit for CreditCard accounts
- Fixed model mismatch where balance was being set on accountable models instead of Account model
- Updated tests to verify balance_date parsing functionality
This addresses the balance attribute error from commit 6681537b and ensures we're capturing
all available SimpleFin protocol data properly.
* Store all SimpleFin protocol fields in JSONB following existing patterns
* Fix SimpleFin API date parameter format and improve error handling
- Change date parameters from string format to Unix timestamps as required by SimpleFin API
- Add better error handling for 400 Bad Request responses
- Add more detailed error logging for debugging failed API calls
This fixes the issue where SimpleFin was only returning recent transactions
instead of historical data when start_date was provided.
* Implement comprehensive historical transaction sync for SimpleFin
- Add start_date parameter to SimpleFin API calls for historical data
- Use 100-year lookback for first sync to capture all available history
- Use 7-day buffer for incremental syncs to catch late-posting transactions
- Fix transaction storage to prevent data loss during account updates
- Remove verbose logging for cleaner output
This ensures users get all their historical transactions on first sync,
not just recent ones.
* Fix SimpleFin transaction sign convention to match Maybe's format
- Negate SimpleFin amounts to convert from banking convention to Maybe's format
- SimpleFin: expenses negative, income positive (banking convention)
- Maybe: expenses positive, income negative (internal convention)
- Improve date parsing to handle multiple date formats (Unix timestamps, strings, Date objects)
This fixes the issue where expenses showed as negative in the UI instead of positive.
* Add SimpleFin account association and fix balance handling for liabilities
- Add belongs_to :simplefin_account association to Account model
- Fix balance handling for credit cards and loans (use absolute value)
- SimpleFin returns negative balances for liabilities, but Maybe expects positive
This enables displaying organization names and ensures correct balance display.
* Display organization names throughout SimpleFin interface
- Show institution names under SimpleFin connection titles
- Display organization names next to account names (e.g., "360 Checking • Capital One")
- Add organization info to all SimpleFin account displays:
- Account setup page
- SimpleFin item details page
- Regular account lists for SimpleFin accounts
- Use org_data from SimpleFin accounts with fallback to institution_name
This improves account identification by showing which financial institution
each account belongs to throughout the SimpleFin workflow.
* Fix SimpleFin UI styling to match design system
- Replace custom styles with DS components (DS::FilledIcon, DS::Link, DS::Button)
- Use proper design system tokens instead of hardcoded colors
- Fix form select styling to match design system patterns
- Update empty states to use consistent styling
- Ensure all SimpleFin views follow the app's design system
This makes the SimpleFin interface consistent with the rest of the app.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
* Add customizable menu order for user accounts
Introduces a MenuOrder model and concern to allow users to select their preferred account ordering (by name or balance, ascending or descending). Adds a default_order field to users, updates user preferences UI, and applies the selected order to balance sheet account listings.
* Rename MenuOrder to AccountOrder and update user order field
Refactors the MenuOrder model to AccountOrder and updates all references accordingly. Replaces the user's default_order field with default_account_order, including migration changes, validations, and form fields. Updates localization and schema to reflect the new naming.
* Update balance_sheet.rb
* Fix for nil Current.user when rake runs in balance_sheet model
---------
Signed-off-by: Aluisio Pereira <oaluiser@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Updates outdated timezone identifiers in the database to their current
equivalents. This resolves ArgumentError exceptions when users have
outdated timezones like "Europe/Kiev" stored in their preferences.
Timezone mappings:
- Europe/Kiev → Europe/Kyiv
- Asia/Calcutta → Asia/Kolkata
- Asia/Katmandu → Asia/Kathmandu
- Asia/Rangoon → Asia/Yangon
- Asia/Saigon → Asia/Ho_Chi_Minh
- Pacific/Ponape → Pacific/Pohnpei
- Pacific/Truk → Pacific/Chuuk
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
* Separate exclude and one-time transaction handling
- Split transaction "exclude" and "one-time" toggles into separate controls in transaction detail view
- Updated Transaction::Search to show excluded transactions with grayed-out styling instead of filtering them out
- Modified IncomeStatement calculations to exclude both excluded and one_time transactions from totals
- Added migration to convert existing excluded transactions to also be one_time for backward compatibility
- Updated transaction list view to show asterisk for one_time transactions and gray out excluded ones
- Added controller support for kind parameter in transaction updates
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix linting issues
- Remove trailing whitespace from migration
- Fix ERB formatting throughout templates
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Co-authored-by: Claude <noreply@anthropic.com>
- Remove trailing whitespace in auth controller and mobile device model
- Update API key test to expect new validation message with source
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.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>
* 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>
* Balance sheet cache layer with cache-busting
* Update family cache timestamps during Sync
* Less blocking sync loaders
* Consolidate family data caching key logic
* Fix turbo stream broadcasts
* Remove dev delay
* Add back account group sorting
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:
1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances
This provides several benefits:
- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
Note to self hosters:
If you started self hosting prior to this commit, you may have duplicate securities in your database.
This is usually not a problem, but if you'd like to clean things up, you can run the data migration
by opening a terminal on the machine you're hosting with and running:
```sh
rake data_migration:migrate_duplicate_securities
```
* Setup health check
* Security health checker cron
* Use resolver throughout codebase
* Use resolver for trade builder
* Add security health checks to schedule
* Handle no provider
* Lint fixes
* Enhance cash flow dashboard with new cash flow period handling and improved Sankey diagram rendering. Update D3 and related dependencies for better performance and features.
* Fix Rubocop offenses
* Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes.
* Add ability to name a rule
* Add sorting by name and date,
* Improve rule page and form design
* Small header tweak
* Improve sorting click areas by including icon
* Fix brakeman
* Use icon helper instead of lucide_icon helper
* Fix double headers with new DialogComponent
* Use updated_at for sorting instead of created_at
* Use copy-plus icon for compound rules
* Remove icons and change IF/THEN/FOR font in edit form
* Use text-secondary on disabled rules
* First pass at redesigning the sorting menu
* New rule list
* Borders instead of shadows
* Apply proper text color to TO in edit form
* Improve dark mode with proper background color classes
* Use border-secondary
* Add touch: true to conditions and actions of a rule, so updated_at works as expected
* Fix db schema
* Change sort direction to be a LinkComponent outside of the form for better sort behavior
* Clean up dropdown design to match figma
* Match tags/categories design
* Fix name text color, add bg-divider background for dividers
* Fix family subscription tests (thanks zach!)
