* Add Sophtron Provider
* fix syncer test issue
* fix schema wrong merge
* sync #588
* sync code for #588
* fixed a view issue
* modified by comment
* modified
* modifed
* modified
* modified
* fixed a schema issue
* use global subtypes
* add some locales
* fix a safe_return_to_path
* fix exposing raw exception messages issue
* fix a merged issue
* update schema.rb
* fix a schema issue
* fix some issue
* Update bank sync controller to reflect beta status
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Rename settings section title to 'Sophtron (alpha)'
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Consistency in alpha/beta for Sophtron
* Good PR suggestions from CodeRabbit
---------
Signed-off-by: soky srm <sokysrm@gmail.com>
Signed-off-by: Sophtron Rocky <rocky@sophtron.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* feat: add Binance support (Items, Accounts, Importers, Processor, and Sync)
* refactor: deduplicate 'stablecoins' constant and push stale_rate filter to SQL
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Reorganize import UI with Financial Tools / Raw Data tabs
Split the flat list of import sources into two tabbed sections using
DS::Tabs: "Financial Tools" (Mint, Quicken/QIF, YNAB coming soon) and
"Raw Data" (transactions, investments, accounts, categories, rules,
documents). This prepares for adding more tool-specific importers
without cluttering the list.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Fix import controller test to account for YNAB coming soon entry
The new YNAB "coming soon" disabled entry adds a 5th aria-disabled
element to the import dialog.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Fix system tests to click Raw Data tab before selecting import type
Transaction, trade, and account imports are now under the Raw Data tab
and need an explicit tab click before the buttons are visible.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* feat: Add bulk import for NDJSON export files
Implements an import flow that accepts the full all.ndjson file from data exports,
allowing users to restore their complete data including:
- Accounts with accountable types
- Categories with parent relationships
- Tags and merchants
- Transactions with category, merchant, and tag references
- Trades with securities
- Valuations
- Budgets and budget categories
- Rules with conditions and actions (including compound conditions)
Key changes:
- Add BulkImport model extending Import base class
- Add Family::DataImporter to handle NDJSON parsing and import logic
- Update imports controller and views to support NDJSON workflow
- Skip configuration/mapping steps for structured NDJSON imports
- Add i18n translations for bulk import UI
- Add tests for BulkImport and DataImporter
* fix: Fix category import and test query issues
- Add default lucide_icon ("shapes") for categories when not provided
- Fix valuation test to use proper ActiveRecord joins syntax
* Linter errors
* fix: Add default color for tags when not provided in import
* fix: Add default kind for transactions when not provided in import
* Fix test
* Fix tests
* Fix remaining merge conflicts from PR 766 cherry-pick
Resolve conflict markers in test fixtures and clean up BulkImport
entry in new.html.erb to use the _import_option partial consistently.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Import Sure `.ndjson`
* Remove `.ndjson` import from raw data
* Fix support for Sure "bulk" import from old branch
* Linter
* Fix CI test
* Fix more CI tests
* Fix tests
* Fix tests / move PDF import to first tab
* Remove redundant title
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Initial split transaction support
* Add support to unsplit and edit split
* Update show.html.erb
* FIX address reviews
* Improve UX
* Update show.html.erb
* Reviews
* Update edit.html.erb
* Add parent category to dialog
* Update en.yml
* Add UI indication to totals
* FIX ui update
* Add category select like rest of app
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add post-trial inactive family cleanup with data archival
Families that expire their trial without subscribing now get cleaned up
daily. Empty families (no accounts) are destroyed immediately after a
14-day grace period. Families with meaningful data (12+ transactions,
some recent) get their data exported as NDJSON/ZIP to an ArchivedExport
record before deletion, downloadable via a token-based URL for 90 days.
- Add InactiveFamilyCleanerJob (scheduled daily at 4 AM, managed mode only)
- Add ArchivedExport model with token-based downloads
- Add inactive_trial_for_cleanup scope and requires_data_archive? to Family
- Extend DataCleanerJob to purge expired archived exports
- Add ArchivedExportsController for unauthenticated token downloads
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
* Fix Brakeman redirect warning in ArchivedExportsController
Use rails_blob_path instead of redirecting directly to the ActiveStorage
attachment, which avoids the allow_other_host: true open redirect.
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
* Update schema.rb with archived_exports table
Add the archived_exports table definition to schema.rb to match
the pending migration, unblocking CI tests.
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
* Fix broken CI tests for ArchivedExports and InactiveFamilyCleaner
- ArchivedExportsController 404 test: use assert_response :not_found
instead of assert_raises since Rails rescues RecordNotFound in
integration tests and returns a 404 response.
- InactiveFamilyCleanerJob test: remove assert_no_difference on
Family.count since the inactive_trial fixture gets cleaned up by
the job. The test intent is to verify the active family survives,
which is checked by assert Family.exists?.
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
* Wrap ArchivedExport creation in a transaction
Ensure the ArchivedExport record and its file attachment succeed
atomically. If the attach fails, the transaction rolls back so no
orphaned record is left without an export file.
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
* Store only a digest of the download token for ArchivedExport
Replace plaintext download_token column with download_token_digest
(SHA-256 hex). The raw token is generated via SecureRandom on create,
exposed transiently via attr_reader for use in emails/logs, and only
its digest is persisted. Lookup uses find_by_download_token! which
digests the incoming token before querying.
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
* Remove raw download token from cleanup job logs
Log a truncated digest prefix instead of the raw token, which is the
sole credential for the unauthenticated download endpoint.
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
* Fix empty assert_no_difference block in cleaner job test
Wrap the perform_now call with both assertions so the
ArchivedExport.count check actually exercises the job.
https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Make categories global
This solves us A LOT of cash flow and budgeting problems.
* Update schema.rb
* Update auto_categorizer.rb
* Update income_statement.rb
* FIX budget sub-categories
* FIX sub-categories and tests
* Add 2 step migration
* Add SearchFamilyImportedFiles assistant function with vector store support
Implement per-Family document search using OpenAI vector stores, allowing
the AI assistant to search through uploaded financial documents (tax returns,
statements, contracts, etc.). The architecture is modular with a provider-
agnostic VectorStoreConcept interface so other RAG backends can be added.
Key components:
- Assistant::Function::SearchFamilyImportedFiles - tool callable from any LLM
- Provider::VectorStoreConcept - abstract vector store interface
- Provider::Openai vector store methods (create, upload, search, delete)
- Family::VectorSearchable concern with document management
- FamilyDocument model for tracking uploaded files
- Migration adding vector_store_id to families and family_documents table
https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh
* Extract VectorStore adapter layer for swappable backends
Replace the Provider::VectorStoreConcept mixin with a standalone adapter
architecture under VectorStore::. This cleanly separates vector store
concerns from the LLM provider and makes it trivial to swap backends.
Components:
- VectorStore::Base — abstract interface (create/delete/upload/remove/search)
- VectorStore::Openai — uses ruby-openai gem's native vector_stores.search
- VectorStore::Pgvector — skeleton for local pgvector + embedding model
- VectorStore::Qdrant — skeleton for Qdrant vector DB
- VectorStore::Registry — resolves adapter from VECTOR_STORE_PROVIDER env
- VectorStore::Response — success/failure wrapper (like Provider::Response)
Consumers updated to go through VectorStore.adapter:
- Family::VectorSearchable
- Assistant::Function::SearchFamilyImportedFiles
- FamilyDocument
Removed: Provider::VectorStoreConcept, vector store methods from Provider::Openai
https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh
* Add Vector Store configuration docs to ai.md
Documents how to configure the document search feature, covering all
three supported backends (OpenAI, pgvector, Qdrant), environment
variables, Docker Compose examples, supported file types, and privacy
considerations.
https://claude.ai/code/session_01TSkKc7a9Yu2ugm1RvSf4dh
* No need to specify `imported` in code
* Missed a couple more places
* Tiny reordering for the human OCD
* Update app/models/assistant/function/search_family_files.rb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* PR comments
* More PR comments
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* Include newer providers in automatic family sync
Coinbase, CoinStats, Mercury, and SnapTrade all implement Syncable
and have Syncer classes but were not listed in child_syncables,
meaning their data only refreshed on manual sync button clicks.
* refactor(syncer): Open/Closed principle for provider sync
- Adding new providers requires modifying child_syncables (violates O/C)
- plaid_items missing .active scope (bug: syncs deleted items)
- snaptrade_items can exist without user registration → fails on sync
- Scattered knowledge about 'ready to sync' logic
1. **Registry pattern**: SYNCABLE_ITEM_ASSOCIATIONS constant lists all
provider associations that participate in family sync
2. **Encapsulated sync-readiness**: Each item model defines its own
`syncable` scope that knows when it's ready for auto-sync:
- Most providers: `syncable = active` (not scheduled for deletion)
- SnapTrade: `syncable = active + user_registered` (has API creds)
3. **Single loop**: child_syncables iterates the registry, calling
`.syncable` on each association
- Adding a provider = add to registry + define syncable scope
- Each model owns its 'ready to sync' business logic
- Fixes plaid_items bug (now uses .active via .syncable)
- Fixes snaptrade auto-sync failures (filters unregistered items)
- Easy to extend with new conditions per provider
- family/syncer.rb: Registry + dynamic collection
- *_item.rb (7 files): Add `scope :syncable, -> { active }`
- snaptrade_item.rb: Add syncable with user_registered filter
* Fix rubocop bracket spacing in SnaptradeItem syncable scope
* Add Indexa Capital provider scaffold
Generate Indexa Capital provider scaffolding and align credential fields with the API authentication requirements.
* Fix PR 926 lint and schema CI failures
* Implement Indexa Capital provider with real API integration
- Rewrite all broken view templates (were meta-ERB from code generator)
- Create missing select_accounts.html.erb template
- Implement real API calls: list_accounts via /users/me, get_holdings
via /accounts/{number}/fiscal-results, get_account_balance via
/accounts/{number}/performance
- Add API token auth support (stored token > env token > credentials)
- Add api_token column with encryption support
- Redesign settings panel: API token prominent, credentials collapsible
- Fix account balances display using performance endpoint portfolios
- Fix accounts index empty-state guard missing indexa_capital_items
- Simplify activities fetch job (no activities API endpoint exists)
- Fix i18n interpolation (%%{ -> %{) throughout locale file
* Add tests for Indexa Capital provider integration
- IndexaCapitalItemTest: validations, credentials, scopes, sync status
- IndexaCapitalAccountTest: upsert, holdings, account provider linking
- Provider::IndexaCapitalTest: auth modes, API stubs, error handling
- IndexaCapitalItemsControllerTest: CRUD, setup, linking, authorization
- Fixtures for items (token + credentials) and accounts (mutual + pension)
52 tests, 98 assertions, 0 failures
* Address code review feedback from PR #933
- Fix zero balance bug: use `nil?` instead of `present?` so 0 is stored
- Fix has_indexa_capital_credentials? to check api_token (was ignored)
- Fix build_provider to delegate to Provided concern (was ignoring token)
- Fix IndexaCapital section outside encryption_error guard in settings
- Add account_number sanitization to prevent path traversal in API URLs
- Replace all skipped processor tests with real working tests
- Add zero-balance and path-traversal test coverage
61 tests, 107 assertions, 0 failures
* Address code review round 2: credentials validation, RuboCop, test quality
- Fix RuboCop SpaceInsideArrayLiteralBrackets in credentials check
- Chain where.not calls so all three username/document/password must be present
- Require all three credentials (||) instead of any one (&&) in validate_configuration!
- Move attr_reader to private to avoid exposing credentials publicly
- Parse dates with Date.parse in extract_balance for robustness
- Remove stale TODO and Crypto from supported_account_types
- Order build_provider query deterministically by created_at
- Replace no-op holdings assertion with meaningful assert_difference
* Address code review round 3: JSON parse safety and test precision
- Rescue JSON::ParserError on 2xx responses for clearer error messages
- Fix weak balance assertion: set balance to 0 before processing, assert
expected value (27093.01 = sum of holdings amounts)
* Include Indexa Capital in automatic family sync
Add indexa_capital_items to Family::Syncer#child_syncables so balances
and holdings refresh on daily auto-sync and login sync, not only on
manual sync button clicks.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* fix: Show cancellation message when subscription is pending cancellation
When a subscription is cancelled via Stripe, the UI incorrectly showed
"Your contribution continues on..." instead of reflecting the cancellation
status. This fix adds tracking of `cancel_at_period_end` from Stripe webhooks
and displays "Your contribution ends on..." when a subscription has been
cancelled but is still active until the billing period ends.
https://claude.ai/code/session_01Y8ELTdK1k9o315iSq43TRN
* chore: Update schema.rb with cancel_at_period_end column
https://claude.ai/code/session_01Y8ELTdK1k9o315iSq43TRN
* Schema version
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Hide payment contribution options from demo and manually created users
Demo data users and manually created users don't have stripe_customer_id
set on their family, so they should not see payment/contribution options.
Changes:
- Add can_manage_subscription? method to Family::Subscribeable that checks
for presence of stripe_customer_id
- Guard Settings::PaymentsController to return 403 for users without
stripe_customer_id
- Guard SubscriptionsController#show action (Stripe portal redirect) for
users without stripe_customer_id
- Update settings navigation to hide the payment link when
stripe_customer_id is not present
- Add tests for the new behavior
* Fix broken test
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Introduce SnapTrade integration with models, migrations, views, and activity processing logic.
* Refactor SnapTrade activities processing: improve activity fetching flow, handle pending states, and update UI elements for enhanced user feedback.
* Update Brakeman ignore file to include intentional redirect for SnapTrade OAuth portal.
* Refactor SnapTrade models, views, and processing logic: add currency extraction helper, improve pending state handling, optimize migration checks, and enhance user feedback in UI.
* Remove encryption for SnapTrade `snaptrade_user_id`, as it is an identifier, not a secret.
* Introduce `SnaptradeConnectionCleanupJob` to asynchronously handle SnapTrade connection cleanup and improve i18n for SnapTrade item status messages.
* Update SnapTrade encryption: make `snaptrade_user_secret` non-deterministic to enhance security.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* **Add Coinbase integration with item and account management**
- Creates migrations for `coinbase_items` and `coinbase_accounts`.
- Adds models, controllers, views, and background tasks to support account linking, syncing, and transaction handling.
- Implements Coinbase API client and adapter for seamless integration.
- Supports ActiveRecord encryption for secure credential storage.
- Adds UI components for provider setup, account management, and synchronization.
* Localize Coinbase-related UI strings, refine account linking for security, and add timeouts to Coinbase API requests.
* Localize Coinbase account handling to support native currencies (USD, EUR, GBP, etc.) across balances, trades, holdings, and transactions.
* Improve Coinbase processing with timezone-safe parsing, native currency support, and immediate holdings updates.
* Improve trend percentage formatting and enhance race condition handling for Coinbase account linking.
* Fix log message wording for orphan cleanup
* Ensure `selected_accounts` parameter is sanitized by rejecting blank entries.
* Add tests for Coinbase integration: account, item, and controller coverage
- Adds unit tests for `CoinbaseAccount` and `CoinbaseItem` models.
- Adds integration tests for `CoinbaseItemsController`.
- Introduces Stimulus `select-all` controller for UI checkbox handling.
- Localizes UI strings and logging for Coinbase integration.
* Update test fixtures to use consistent placeholder API keys and secrets
* Refine `coinbase_item` tests to ensure deterministic ordering and improve scope assertions.
* Integrate `SyncStats::Collector` into Coinbase syncer to streamline statistics collection and enhance consistency.
* Localize Coinbase sync status messages and improve sync summary test coverage.
* Update `CoinbaseItem` encryption: use deterministic encryption for `api_key` and standard for `api_secret`.
* fix schema drift
* Beta labels to lower expectations
---------
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Rename billing to payment throughout the codebase
This change updates terminology from "billing" to "payment" to better
reflect that these are contributions/payments rather than bills.
Changes include:
- Rename BillingsController to PaymentsController
- Rename billing_email to payment_email
- Rename next_billing_date to next_payment_date
- Rename create_billing_portal_session_url to create_payment_portal_session_url
- Update routes from billing to payment
- Update all 12 locale files with new terminology
- Update views, helpers, and tests
* Update app/views/subscriptions/upgrade.html.erb
Co-authored-by: Copilot <175728472+Copilot@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: Claude <noreply@anthropic.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
* Implement a setting to retrieve high res logos
* Update _brand_fetch_settings.html.erb
* Add fallback for stock tickers also to use Brandfetch
* Update security.rb
* Update toggle logic for high-res logos setting
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Update security.rb
* Update security.rb
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* Feat(CoinStats): Scaffold implementation, not yet functional
* Feat(CoinStats): Implement crypto wallet balance and transactions
* Feat(CoinStats): Add tests, Minor improvements
* Feat(CoinStats): Utilize bulk fetch API endpoints
* Feat(CoinStats): Migrate strings to i8n
* Feat(CoinStats): Fix error handling in wallet link modal
* Feat(CoinStats): Implement hourly provider sync job
* Feat(CoinStats): Generate docstrings
* Fix(CoinStats): Validate API Key on provider update
* Fix(Providers): Safely handle race condition in merchance creation
* Fix(CoinStats): Don't catch system signals in account processor
* Fix(CoinStats): Preload before iterating accounts
* Fix(CoinStats): Add no opener / referrer to API dashboard link
* Fix(CoinStats): Use strict matching for symbols
* Fix(CoinStats): Remove dead code in transactions importer
* Fix(CoinStats): Avoid transaction fallback ID collisions
* Fix(CoinStats): Improve Blockchains fetch error handling
* Fix(CoinStats): Enforce NOT NULL constraint for API Key schema
* Fix(CoinStats): Migrate sync status strings to i8n
* Fix(CoinStats): Use class name rather than hardcoded string
* Fix(CoinStats): Use account currency rather than hardcoded USD
* Fix(CoinStats): Migrate from standalone to Provider class
* Fix(CoinStats): Fix test failures due to string changes
* Fix record violation
and add toggle for recurring feature
* Run only once per sync cycle ( 30 sec )
* FIX params passing
* Add collapsible to recurring section
* FIX preferences error catch
* Add Recent Runs visibility for rule executions
Adds a comprehensive tracking system for rule execution history with the following features:
- Creates RuleRun model to track execution metadata:
* Date/time of execution
* Execution type (manual/scheduled)
* Success/failure status
* Rule reference
* Transaction counts (processed and modified)
* Error messages for failed runs
- Updates RuleJob to automatically record execution results:
* Captures transaction processing statistics
* Handles success/failure states
* Stores error details for debugging
- Adds "Recent Runs" section to rules index page:
* Paginated display (20 runs per page)
* Columnar layout similar to LLM usage page
* Visual status indicators (success/failed badges)
* Error tooltips for failed runs
* Responsive design with design system tokens
- Includes i18n translations for all user-facing strings
This provides users with visibility into rule execution history, making it easier to debug issues and monitor rule performance.
* Update schema.rb with rule_runs table definition
* Linter noise
* Separate transaction counts into Queued, Processed, and Modified
Previously, the code eagerly reported transactions as "processed" when they
were only queued for processing. This commit separates the counts into three
distinct metrics:
- Transactions Queued: Count of transactions matching the rule's filter
conditions before any processing begins
- Transactions Processed: Count of transactions that were actually processed
and modified by the rule actions
- Transactions Modified: Count of transactions that had their values changed
(currently same as Processed, but allows for future differentiation)
Changes:
- Add transactions_queued column to rule_runs table
- Update RuleJob to track all three counts separately
- Update action executors to return count of modified transactions
- Update Rule#apply to aggregate modification counts from actions
- Add transactions_queued label to locales
- Update Recent Runs view to display new column
- Add validation for transactions_queued in RuleRun model
The tracking now correctly reports:
1. How many transactions matched the filter (queued)
2. How many were actually modified (processed/modified)
3. Distinguishes between matching and modifying transactions
* Add Pending status to track async rule execution progress
Introduced a new "pending" status for rule runs to properly track async
AI operations. The system now:
- Tracks pending async jobs with a counter that decrements as jobs complete
- Updates transactions_modified incrementally as each job finishes
- Only counts transactions that were actually modified (not just queued)
- Displays pending status with yellow badge in the UI
- Automatically transitions from pending to success when all jobs complete
This provides better visibility into long-running AI categorization and
merchant detection operations, showing real-time progress as Sidekiq
processes the batches.
* Fix migration version to 7.2 as per project standards
* Consolidate rule_runs migrations into single migration file
Merged three separate migrations (create, add_transactions_queued,
add_pending_jobs_count) into a single CreateRuleRuns migration.
This provides better clarity and maintains a clean migration history.
Changes:
- Updated CreateRuleRuns migration to include all columns upfront
- Removed redundant add_column migrations
- Updated schema version to 2025_11_24_000000
* Linter and test fixes
* Space optimization
* LLM l10n is better than no l10n
* Fix implementation for tags/AI rules
* Fix tests
* Use batch_size
* Consider jobs "unknown" status sometimes
* Rabbit suggestion
* Rescue block for RuleRun.create!
---------
Co-authored-by: Claude <noreply@anthropic.com>
* 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>
* 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>
* 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>
* 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.
* 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>
* 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>
* 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>
* 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>
