Commit Graph

1731 Commits

Author SHA1 Message Date
Juan José Mata
d43cb85bbd Remove old cruft I didn't even know was going here. 2026-02-13 11:47:32 +01:00
jjmata
57e05f06de Release nightly: 0.6.8-alpha.8-nightly.20260211.200207 2026-02-11 20:02:11 +00:00
jjmata
c0ff715700 Release chart for v0.6.8-alpha.8 2026-02-11 19:55:17 +00:00
jjmata
50de9312e4 Release nightly: 0.6.8-alpha.7-nightly.20260210.231232 2026-02-10 23:12:35 +00:00
jjmata
e907b76548 Release chart for v0.6.8-alpha.7 2026-02-10 23:03:47 +00:00
jjmata
6e50b0c7bb Release nightly: 0.6.8-alpha.6-nightly.20260209.154340 2026-02-09 15:43:43 +00:00
jjmata
fcf59be8d1 Release chart for v0.6.8-alpha.6 2026-02-09 15:36:40 +00:00
jjmata
97c96ec019 Release chart for v0.6.8-alpha.5 2026-02-09 15:33:49 +00:00
jjmata
e46ae1810a Release nightly: 0.6.8-alpha.5-nightly.20260209.150601 2026-02-09 15:06:04 +00:00
jjmata
40625814eb Release chart for v0.6.8-alpha.5 2026-02-09 14:59:12 +00:00
jjmata
4af6fb4f73 Release nightly: 0.6.8-alpha.4-nightly.20260206.203621 2026-02-06 20:36:24 +00:00
jjmata
7b66e052c2 Release chart for v0.6.8-alpha.4 2026-02-06 20:29:50 +00:00
jjmata
01d39fb17a Release nightly: 0.6.8-alpha.3-nightly.20260205.235545 2026-02-05 23:55:48 +00:00
jjmata
efe6000380 Release chart for v0.6.8-alpha.3 2026-02-05 23:46:42 +00:00
jjmata
1edeb47211 Release nightly: 0.6.8-alpha.2-nightly.20260203.142227 2026-02-03 14:22:30 +00:00
jjmata
793e74246e Release chart for v0.6.8-alpha.2 2026-02-03 14:15:38 +00:00
jjmata
9300f058c5 Release nightly: 0.6.8-alpha.1-nightly.20260202.151530 2026-02-02 15:15:34 +00:00
jjmata
b1645ca323 Release chart for v0.6.7 2026-02-01 19:19:43 +00:00
jjmata
bf55c5f734 Release nightly: 0.6.8-alpha.1-nightly.20260131.151936 2026-01-31 15:19:40 +00:00
jjmata
eb01629279 Release chart for v0.6.7-rc.2 2026-01-31 15:10:56 +00:00
jjmata
cfb92e91c9 Release chart for v0.6.7-rc.2 2026-01-31 08:36:43 +00:00
jjmata
d0e65c73df Release nightly: 0.6.8-alpha.1-nightly.20260128.181931 2026-01-28 18:19:34 +00:00
jjmata
7d24055e9e Release chart for v0.6.8-alpha.1 2026-01-28 18:12:52 +00:00
jjmata
10a7de07d4 Release nightly: 0.0.0-nightly.20260124.110710 2026-01-24 11:07:13 +00:00
jjmata
07dcf14cd9 Release nightly: 0.0.0-nightly.20260120.120815 2026-01-20 12:08:18 +00:00
jjmata
34c34a15dd Release nightly: 0.0.0-nightly.20260115.203951 2026-01-15 20:39:54 +00:00
jjmata
3887d5c97a Release nightly: 0.0.0-nightly.20260112.163232 2026-01-12 16:32:35 +00:00
jjmata
142d221b37 Release nightly: 0.0.0-nightly.20260110.192130 2026-01-10 19:21:32 +00:00
jjmata
7afc3f3189 Release nightly: 0.0.0-nightly.20260110.191814 2026-01-10 19:18:16 +00:00
sure-admin
d0b5f528aa Release nightly: 0.0.0-nightly.20251231.183834 2025-12-31 18:38:38 +00:00
sure-admin
8761b916d6 Release nightly: 0.0.0-nightly.20251231.143726 2025-12-31 14:37:30 +00:00
sure-admin
3a71a2397d Release nightly: 0.0.0-nightly.20251230.211058 2025-12-30 21:11:00 +00:00
sure-admin
370b7fbec2 Release nightly: 0.0.0-nightly.20251230.175452 2025-12-30 17:54:54 +00:00
sure-admin
b1858ef964 Release nightly: 0.0.0-nightly.20251230.174623 2025-12-30 17:46:25 +00:00
sure-admin
5fd9159159 Release nightly: 0.0.0-nightly.20251230.173623 2025-12-30 17:36:26 +00:00
sure-admin
6c5b402c06 Release nightly: 0.0.0-nightly.20251213.190247 2025-12-13 19:02:50 +00:00
Juan José Mata
9658745eb8 Add Helm dependency build steps
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-13 19:48:07 +01:00
Juan José Mata
3ba63454e4 Modify Helm release workflow for nightly builds
Updated the Helm release workflow to generate a nightly version and package the chart accordingly.

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-13 19:44:43 +01:00
Juan José Mata
e19b90370f Add GitHub Actions workflow for Helm chart release
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-13 19:35:41 +01:00
LPW
cd2b58fa30 Add official Sure Helm chart with HA Postgres/Redis support (#429)
* Add Helm chart for Sure Rails app deployment.

- Introduced initial Helm chart structure for deploying the Sure Rails app with Sidekiq on Kubernetes.
- Added optional CloudNativePG and Redis-Operator subcharts for high availability of PostgreSQL and Redis.
- Implemented configuration guards for mutual exclusivity between Redis operators.
- Included support for Horizontal Pod Autoscalers (HPAs) for web and worker deployments.
- Added default configurations for CronJobs, database migrations, and Ingress setup.
- Generated NOTES.txt for deployment guidance and troubleshooting.
- Added example profiles for simple and high-availability hosting setups in README.md.
- Enhanced templates with helper functions for reusable logic and secret management.

* Refactor Helm chart to use shared _env.tpl helper for environment variable injection.

- Added `_env.tpl` for managing environment variables across workloads (web, worker, jobs, etc.).
- Replaced repetitive inline environment configurations with reusable `sure.env` helper.
- Enhanced `redis-simple` configurations with support for dynamic persistence settings and resource limits.
- Updated `values.yaml` with improved defaults for multi-node cluster setups.
- Extended cleanup scripts to handle RedisSentinel CRs.

* Refactor Helm chart templates for consistency and improved readability

- Simplified `simplefin-backfill-job.yaml` by quoting backfill args for cleaner rendering.
- Removed unused `extraEnvFrom` logic from `_env.tpl`.
- Streamlined `redis-simple-deployment.yaml` by restructuring `volumeMounts` and `volumes` blocks for better condition handling.

* Bump Sure Helm chart version to 1.0.0 for initial stable release.

* Update README: Redis subchart to use OT redis-operator and improve secret management examples.

- Replaced `dandydev/redis-ha` with `OT-CONTAINER-KIT redis-operator`
- Added Redis secret configurations examples for flexible secret management.
- Updated README with new Redis configuration instructions, examples, and auto-wiring precedence adjustments.

* Enhance Redis-Operator Helm chart with managed scheduling, topology spreading, and fallback logic

- Introduced `managed.*` fields for optional RedisReplication configurations, prioritizing them over top-level settings.
- Added support for `nodeSelector`, `affinity`, `tolerations`, `topologySpreadConstraints`, and customized `workloadResources` for Redis pods.
- Updated default Redis image to `v8.4.0` in templates.
- Improved persistence configuration with fallback support.
- Updated README and values.yaml with examples and guidance for high-availability setups.
- Enhanced CNPG chart with scheduling options for consistency.

* Update README with improved Redis-Operator usage examples and secret placeholder guidance

- Added instructions for constructing `REDIS_URL` in Kubernetes manifests using placeholders.
- Replaced sensitive values in example secrets with non-sensitive placeholders (`__SET_SECRET__`).
- Included notes on linting Helm templates and YAML to avoid false-positive CI errors.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-13 17:52:35 +01:00
Juan José Mata
e044d240a1 Prepare for 0.6.6-alpha.4
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-13 15:39:01 +01:00
Mark Hendriksen
eb762eff12 Highlight current month in trends insights table (#448)
* Highlight current month in trends insights table

Refactored the logic to apply special styling and label to the row representing the current month, using a date comparison instead of relying on the last index. This ensures the current month is always highlighted, regardless of its position in the data.

* Highlight current month in trends insights

Added an is_current_month flag to trends data in the controller and updated the view to use this flag for highlighting the current month. This improves clarity and avoids redundant date comparisons in the view.
2025-12-13 09:45:36 +01:00
LPW
101b9dac95 Refactor transaction merging logic to prefer accurate posted dates and improve deduplication (#449)
- Updated `date_utils.rb` to return `nil` for timestamps equal to 0.
- Enhanced `SimplefinItem::Importer` to merge transactions by prioritizing non-pending records with valid posted timestamps.
- Introduced a comparator and key-builder for resolving transaction conflicts systematically.

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-13 09:13:02 +01:00
Mark Hendriksen
b73ac207e0 Add API endpoint for triggering family sync (#423)
* Add API endpoint for triggering family sync

Introduces Api::V1::SyncController with a create action to queue a family sync, applying all active rules and syncing accounts. Adds corresponding route, JSON response view, and comprehensive controller tests for authorization and response validation.

* Rename started_at to syncing_at in sync API response

Updated the sync create JSON response to use 'syncing_at' instead of 'started_at'. Adjusted related controller test to check for 'syncing_at'. Also updated API authentication header in test to use 'X-Api-Key' instead of Bearer token.

* Update app/controllers/api/v1/sync_controller.rb

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>

---------

Signed-off-by: Mark Hendriksen <hendriksen-mark@hotmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-12-12 17:07:02 +01:00
Dylan Corrales
70b050e4a4 Rules: Fix no action conditions (#447)
* Fix Rules page when no action on rule

* Reject new rules without actions

* Rule with no action translation

* Easy one to keep translations going

* Fix tests

* Learn something new every day

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-12 16:58:57 +01:00
Juan José Mata
3e5dfc0263 Expand budgeting icon options (#341)
* Expand budgeting icon options

* Reorder/compact

* Underscore in parent_category and lucide_icon

* Display category parent on delete/reassign

* Add scrolling on mobile

* Icon name fix

* Already i18n, why not?
2025-12-12 16:05:53 +01:00
Alessio Cappa
dd461faf84 feat: Allow account linking for Enable Banking accounts (#428)
* feat: Allow account linking for Enable Banking accounts

* fix: Typo in function name

* fix: naming issue

* fix: Add missing Enable Banking route

* feat: Add ability to link Enable Banking when adding a new account

* Mispelling

* fix: typo in method call

* fix: typo in column name

* Review suggestions

* Linter noise

* Small copy changes to avoid mobile UI blowout

* Provider generator (#364)

* Move provider config to family

* Update schema.rb

* Add provier generator

* Add table creation also

* FIX generator namespace

* Add support for global providers also

* Remove over-engineered stuff

* FIX parser

* FIX linter

* Some generator fixes

* Update generator with fixes

* Update item_model.rb.tt

* Add missing linkable concern

* Add missing routes

* Update adapter.rb.tt

* Update connectable_concern.rb.tt

* Update unlinking_concern.rb.tt

* Update family_generator.rb

* Update family_generator.rb

* Delete .claude/settings.local.json

Signed-off-by: soky srm <sokysrm@gmail.com>

* Move docs under API related folder

* Rename Rails generator doc

* Light edits to LLM generated doc

* Small Lunch Flow config panel regressions.

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

* Skip generators autoloading (#430)

* Include Enable Banking items in Syncer (#434)

* feat: Include Enable Banking items in Syncer

* feat: include only active Enable Banking accounts

* Fix budgets page UI (#427)

* fix: Budget UI improvements

* feat: Reduce padding for sub-categories

* fix: Adjust padding for sub-category arrow

* Revert "feat: Reduce padding for sub-categories"

This reverts commit 7516c5a8e0.

* Revert "fix: Adjust padding for sub-category arrow"

This reverts commit ebc82542cf.

* fix: adjust padding for sub-categories

* fix: Add padding to uncategorized budget

* fix: Remove unnecessary HTML tag

* feat: Add translation keys for budgeted/actual

* feat(lang): add all brazilian portuguese translations (#416)

* feat(lang): add all brazilian portuguese translations

* feat: update pt-BR errors on translation

* fix: atualizar fix base

* feat: add reports translations

* feat: finish translation to brazilian portuguese

* fix: add to supported locales

* fix: number of translations

* fix: errors on translations

* fix: error on rubocop lint

---------

Co-authored-by: Leonardo Ralph <theleoralph@gmail.com>

* Add exclude transaction rule action (#437)

* Initial plan

* Add ExcludeTransaction rule action executor with tests

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Copy clarification

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

* Preparing for v0.6.6-alpha.3

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

* fix: remove account_id clearing for Enable Banking accounts

* fix: Remove unexisting available_balance attribute and rename variable for consistency

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Marcon Neves <marconwillian@icloud.com>
Co-authored-by: Leonardo Ralph <theleoralph@gmail.com>
Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2025-12-12 11:19:50 +01:00
Alessio Cappa
eb6bbb754d Outlfows UI adjustments (#443)
* feat: combine icon + color in outflows section to optimize space on mobile

* fix: adjust spacing in outflows table

* fix: adjust padding and icon sizing
2025-12-12 10:43:10 +01:00
Mark Hendriksen
17baece5b5 Replace text-danger with text-destructive in reports views (#444)
* Replace text-danger with text-destructive in reports views

Updated multiple report partials to use the 'text-destructive' class instead of 'text-danger' as this does not exist. This affects budget performance, summary dashboard, transactions breakdown, and trends insights views.

* Replace bg-danger with bg-destructive in report views
2025-12-12 10:36:41 +01:00
Copilot
ba835c74ee Add transaction details and notes filters to rules engine (#439)
* Initial plan

* Add transaction details and notes filters to rules engine

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Refine transaction details filter to use ILIKE for both operators

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Add type methods and fix operator semantics for transaction filters

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Refactor to use parent class sanitize_operator and add clear documentation

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Linter noise

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-11 00:55:55 +01:00