mirror of
https://github.com/we-promise/sure.git
synced 2026-08-04 08:02:15 +00:00
da38b92f3bf974d7cd1128da739b4fecee799f9d
3115 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
sure-admin
|
da38b92f3b | fix(ci): quote prerelease tag source branch lookup | ||
|
sure-admin
|
a000c2f3be | fix(ci): avoid bumping prerelease versions on PR branches | ||
|
Martin Molcrette
|
5f0f5ec89d |
feat(mcp): Add MCP transaction update tool (#2719)
* Add MCP transaction update tool * Fix MCP transaction authorization * Ignore Pipelock false positive on SnapTrade token lookup Pipelock scan-diff flags `token = oauth_refresh_token...` as "Credential in URL" even though these are ActiveRecord attribute names, not embedded secrets. Add the established inline ignore. Co-authored-by: Martin Molcrette <Mart1M@users.noreply.github.com> --------- Co-authored-by: Cursor Agent <cursoragent@cursor.com> Co-authored-by: Martin Molcrette <Mart1M@users.noreply.github.com> |
||
|
Guillem Arias Fauste
|
9d3879a859 |
feat(plan): unify Budgets and Goals under a single Plan tab (#2687)
* feat(plan): unify Budgets and Goals under a single Plan tab
Preview users get one "Plan" nav entry (compass icon) in place of the
separate Budgets and preview-gated Goals items. It fronts a new /plan
hub with two summary cards — this month's budget (spent vs budgeted,
days left, top categories) and active goals (total saved vs targets,
behind/pending counts, per-goal rows) — each drilling into the existing
/budgets and /goals pages, whose breadcrumbs now start Home > Plan.
The two features share a home, not a model: no schema changes, no URL
changes. Users without preview features keep exactly the pre-Plan nav
(Budgets entry, Goals hidden), and /plan falls through to /budgets for
them.
Supporting changes:
- Goal.active_prepared_for: index-style sorted active goals with the
family-wide pooled-allocations + market-flows injection reused
- Goal::FUNDABLE_ACCOUNT_TYPES and Goal::ACTIVE_DISPLAY_STATUS_RANK
extracted from GoalsController
- Budget#days_remaining (same day math as suggested_daily_spending)
- Breadcrumbable#plan_breadcrumb_prefix for the conditional Plan crumb
- New BudgetsController web tests (previously untested) + Plans tests
* fix(plan): address review feedback on the Plan hub
- Keep the "All goals" footer link rendered when the family has only
completed/archived goals — the hub is a preview user's only route to
the goals index now that the Goals nav entry is gone (Codex P2)
- Replace the two hand-rolled footer button-links with DS::Link
(variant secondary, full_width, right icon) per DS Drift Patrol
- Fix DS::Link template comparing icon_position against the string
"right" — the initializer symbolizes it, so right-positioned icons
never rendered on links (DS::Button already compared symbols);
existing callers passing icon_position now get the layout they asked for
- Clamp progress-bar percentages to 0..100 instead of capping only the
upper bound (CodeRabbit)
* refactor(plan): single source of truth for goal loading, sorting, and counts
Addresses jjmata's draft review notes:
- GoalsController#index now builds on the shared Goal loaders instead
of hand-rolling its own copy: Goal.prepared_for (preloads + family-
wide backing-math injection, scope-able) and Goal.active_display_sort
carry the algorithm once; active_prepared_for composes them for the
hub. The controller-side constant alias is gone
- One definition of "behind pace": Goal#behind_pace? (excludes paused —
pausing stops the pace clock on purpose). Both the Plan hub summary
and GoalsController#kpi_payload's behind/needs-this-month figures use
it, so adjacent pages can't disagree. While there, the kpi on-track
numerator also excludes paused goals — it was counted against a
paused-excluding denominator, so the "X of Y" fraction could exceed
its own total
- BudgetCategory#suggested_daily_spending calls Budget#days_remaining
instead of keeping an inline copy of the day math
- Per the fat-model convention, the hub's aggregation moved off the
controller: Budget#top_spending_categories(limit:) and
Goal.summary_for(goals, currency:)
* fix(plan): move Edit budget/New goal into their own cards
Both actions lived in the hub's shared page header, unlinked to either
card and, on mobile, wrapping above all content before any real data
appeared. Each now lives in its own card's header instead: Edit budget
as a compact icon-only control next to the status pill (only when a
budget exists — the uninitialized state already has its own "Set up"
CTA), New goal as a small outline button next to the goals count (only
once there's a goal to sit beside; the empty state keeps its own CTA).
Also swaps the edit icon from "pencil" to "square-pen" — at the sizes
these header controls render, lucide's plain pencil is a thin diagonal
stroke that reads noticeably smaller than a neighboring bold glyph like
"plus", even in the same size box. square-pen carries more visual mass
and reads clearly at the same footprint.
* fix(plan): match established DS precedent for the card header actions
Edit budget was a bare icon-only button; verified against the app's
own precedent for this exact action (app/views/budgets/_budget_donut.html.erb,
the budget card already shipped on /budgets) and it's a labeled
secondary link with a trailing pencil, not icon-only and not a
three-dot menu. Matched that: DS::Link, variant secondary, size sm,
icon right. New goal gets the same treatment for consistency between
the two cards' header actions, rather than the full-page-scoped
"primary" weight goals/index.html.erb uses for its own create button —
that's calibrated for a whole page's sole CTA, not a compact card.
Adding a labeled button (wider than the bare icon this replaces)
crowded the header row on mobile enough to wrap "This month" onto two
lines and truncate the "· July 2026" meta away entirely. Header rows
now wrap as a whole (flex-wrap) with the title pinned (shrink-0) so
the action cluster drops to its own line instead of squeezing the
title and meta text.
Also drops the hub's footer note ("Budgets cap your spend; goals track
what you're saving toward...") — redundant with the subtitle right
above the cards.
* fix(plan): lead the budget card header with status, not the edit action
On Track/Over/Warning is what a glance at the card wants first; Edit
budget is the secondary action. Swapped their order so status leads
and the edit control trails, gap-2 unchanged.
* fix(plan): put the status pill on the left, next to the title
Meant the left side of the card, not just left of the edit button. On
Track/Over/Warning now sits beside "This month · July 2026" in normal
flow; ml-auto carries only the Edit budget link, alone on the right —
matching the goals card's own left-meta/right-action split ("· 7
active" left, "New goal" right).
* fix(plan): lead Edit budget with its icon, matching same-shape precedent
Wrong axis on the earlier match: _budget_donut's trailing pencil labels
the VALUE itself ("$12,850 ✎"), not a static action. Our button's label
is a static "Edit budget", and that shape takes a leading icon
everywhere else it appears — the categories "Edit" on budgets/show.html.erb
(icon: settings-2) and "Edit split" in transactions/show.html.erb both
lead with their icon. Drops icon_position: :right so it defaults to
left, matching New goal's shape in the sibling card.
* fix(plan): use the divider token for row separators, not border-primary
Traced against the dashboard outflows list (pages/dashboard/_outflows_donut.html.erb),
which renders its row separators via shared/_ruler → border-divider
(border-tertiary: black/8%, white/10%). Our category and goal rows used
border-b border-primary instead (black/15%, white/30%) — 2-3x heavier
than the established row-separator weight elsewhere in the app. Swapped
both to border-divider.
* fix(plan): lift the duplicated card shell into DS::Card
Codex P1: _budget_card.html.erb and _goals_card.html.erb hand-rolled
the identical "bg-container rounded-xl shadow-border-xs p-5 flex
flex-col" shell twice, with no DS:: card primitive to reach for
instead. Extracted a minimal wrapper — content-only, no header/footer
slots — matching what both cards actually need right now; the roadmap
cards (envelopes #2153, retirement #2044) can adopt it too instead of
copying the class string a third time.
Verified pixel-identical in a browser: same classes, same DOM shape,
just rendered through the component.
* fix(plan): batch pace queries before sorting goals
Codex P2: active_display_sort calls goal.status per goal to build the
sort key; Goal#status reaches Goal#pace for any goal with a
target_date, which fired its own Entry.sum(:amount) query per goal.
The /plan hub renders only the first 5 of active_prepared_for's list,
but paid the full O(N) query cost sorting all of them.
Adds Goal.pace_for(family) (account_id => 90-day net inflow), grouped
in one query and injected via inject_backing_math! alongside the
existing pooled_allocations/market_flows pattern. #pace now sums from
that shared map instead of firing its own query — same math, same
90-day window, same exclusions, just computed once per family instead
of once per goal.
v0.7.4-alpha.1
|
||
|
Guillem Arias Fauste
|
59852ca0f3 |
fix(insights): respect recurring_transactions_disabled in subscription_audit (#2831)
* fix(insights): respect recurring_transactions_disabled in subscription_audit SubscriptionAuditGenerator queried family.recurring_transactions directly, so disabling recurring-transaction detection (Settings -> Recurring Transactions) never stopped already-identified rows from surfacing "recurring charge overdue" insights on the Insights feed — the family-wide flag was already checked at both call sites in IdentifyRecurringTransactionsJob, just not here. Returning [] early is enough for existing insights to self-clean up: produced_types is a class-level declaration, so GenerateInsightsJob still counts subscription_audit as a succeeded type and expires any insight whose dedup_key wasn't regenerated on the next nightly run. * docs(insights): document why cash_flow_warning skips the recurring-disabled guard Answers jjmata's open review question. Unlike SubscriptionAuditGenerator, recurring transactions here are one input into a broader cash-flow projection, not the insight's entire subject — so it intentionally keeps using the last-known identified set rather than gating on family.recurring_transactions_disabled?. No behavior change. |
||
|
kai392
|
73aac31f89 |
fix(exports): include merchants.csv in family data export (#2758)
* fix: include merchants.csv in family data export The family export ZIP contained CSVs for accounts, transactions, trades, categories, and rules — but merchants were only present inside the all.ndjson bulk file, never as a standalone merchants.csv. Meanwhile merchants can already be imported via CSV (MerchantImport), so backups were lossy and the import/export cycle was asymmetric. Add generate_merchants_csv to Family::DataExporter, wired into the export ZIP, with headers (name,color,website_url) matching exactly what MerchantImport expects so the exported file round-trips. Fixes #2736 Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * test: fix merchants CSV round-trip assertion for family fixtures The round-trip test asserted the target family's total merchant count grew by exactly 1, but the export legitimately includes every family merchant — including dylan_family's fixtures — so the import created 4, failing CI. Scope the count assertion to the merchant under test. Also assert the imported color now that merchant colors survive a save (the set_default_color callback only backfills when no valid color is present), giving the round-trip full name/color/website coverage. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
||
|
Carlos Lindo
|
ef61466e87 |
fix(enable-banking): preserve manual card limit when provider reports zero (#2841)
* Preserve manual card limit when provider reports zero * Test non-positive provider credit limits * Address credit limit review feedback |
||
|
Guillem Arias Fauste
|
c40e7f4807 |
fix(insights): correct the budget card's figure, badge noise and toast a11y (#2799)
* fix(insights): correct the budget card's figure, badge noise and toast a11y
Four defects found while reviewing the insights surfaces for hierarchy.
**The budget_at_risk card's focal figure argued against its own headline.**
`insight_key_figure` returned `budget_spent_pct` for both budget cards, so
"2 categories need attention in your budget" displayed "14% / of budget" —
a reassuring number as the visual focus of a warning. It now leads with the
flagged count ("2 / need attention"); budget_on_track keeps the percentage,
where overall consumption genuinely is the subject.
**The "New" pill carried no information.** Visiting /insights marks every
insight read in one `update_all`, so at first paint the pill was on every
row. On the page it becomes a dot — same signal, without an uppercase
tracked chip stealing weight from the title beside it. In the dashboard
widget it goes entirely: the well's header already counts unread ("New · 3")
and, with three rows, the pill was usually on all of them.
**The undo toast was silent to screen readers.** A card leaves the page via
a Turbo `remove`, which announces nothing, and the toast that explains it
had no live region — unlike its neighbour `_sync_toast`, which sets
`role="status" aria-live="polite"`.
**The undo toast could only be closed with a mouse.** Its close affordance
was a bare `icon "x"` with a click action: not focusable, not named. Now a
real `DS::Button`, matching `_sync_toast`.
The controller test asserting a per-row badge is updated to assert the
header count that replaces it, and to lock in the pill's removal.
* feat(insights): acknowledge instead of dismiss, on both surfaces (#2800)
Two complaints about the insight feed: the close (×) control felt wrong,
and clearing an insight was only possible on /insights — not on the
dashboard widget, which is the surface people actually look at.
**The × was lying.** Dismissal has never been permanent. GenerateInsightsJob
resurfaces a row whose bucketed metadata changes materially "even if the user
had read or dismissed the stale version" (its own comment), and 6 of 8
generators scope dedup_key to a month token, so dismissing July's budget card
says nothing about August's. A destructive-looking control was performing a
non-destructive act. It is now "Got it", and the contract is statable:
acknowledgement covers the numbers you saw; new numbers are a new insight.
No migration. The DB value stays "dismissed" and dismissed_at keeps its name;
only the enum key and the vocabulary the code speaks change, so existing rows
stay hidden and become undoable under an honest label.
**The action pyramid was inverted.** The escape hatch was a chromed icon
button in the card's top-right — the strongest secondary scan position — while
the card's actual purpose ("View budget") was a borderless ghost link under
the body text. Both now sit in a footer strip: the subject action gets the
chrome, acknowledging is quiet labelled text beside it, and the key figure
gets the corner to itself instead of competing with a control.
**The widget can clear its own rows.** Each row gains an acknowledge control,
revealed on pointer hover, on keyboard focus, and shown unconditionally on
touch where there is no hover. No gesture, so the section's drag-to-reorder
handlers are untouched. The row becomes a stretched link plus a sibling
button, because button_to renders a <form> and a form cannot nest in an <a>.
The group is named (group/insight). The dashboard <section> is itself a
`.group` for its header controls, and a bare group-hover: matches any ancestor
group — hovering one row, or the section header, revealed every row's control.
Acknowledging re-renders the well rather than removing a row, so the next
insight is promoted into the freed slot; Insight::FEED_LIMIT is now shared
between the two controllers that render it so they cannot drift. Undo restores
the row on both surfaces, and carries autofocus so it is one keystroke away
after the acknowledged card leaves the DOM.
* fix(insights): guard unacknowledge! against non-acknowledged insights
CodeRabbit, Major: an arbitrary/stale PATCH /unacknowledge (e.g. an old
undo-toast link clicked after GenerateInsightsJob has since expired or
resurrected the insight) could force it back to :read regardless of
its actual current state — including pulling an :expired insight back
into visible view.
Guards the transition to only reverse an actual acknowledgement, per
CodeRabbit's suggested fix.
* test(insights): fix stale dismiss_insight_url route from main merge
main's preview-gate test used the pre-rename dismiss/undismiss route names;
this branch renamed those to acknowledge/unacknowledge earlier.
|
||
|
Gerald
|
9313ad4cba |
fix: tolerate Trade Republic Enable Banking pagination/PDNG errors (#392) (#2828)
* fix: tolerate Enable Banking pagination/PDNG errors for Trade Republic Trade Republic (available via Enable Banking since ~2026-07-22, see #392) fails to sync with two distinct errors on its own side: 1. The BOOK transaction fetch issues a continuation_key on page 1 that its own API then rejects on page 2 as mismatched with transaction_status (422 WRONG_REQUEST_PARAMETERS: "transactionStatus in request is not the same as in continuationKey"). This previously discarded every page already fetched. Once at least one page has succeeded, a validation error is now treated as pagination exhausted and the partial result is kept instead of raising. A validation error on the very first page still propagates as a real failure. 2. The PDNG (pending) fetch is rejected with a plain 400 (:bad_request) instead of the 422 (:validation_error) other ASPSPs use for the same "transaction status not supported" case. Both error types are now treated as "ASPSP doesn't support pending transactions". Verified against a live Trade Republic connection through Enable Banking. * fix: surface Enable Banking pagination truncation as a debug log entry Add a DebugLogEntry.capture call when a mid-pagination validation error truncates the transaction fetch (e.g. the Trade Republic continuation_key bug from the previous commit). This follows the project convention of using DebugLogEntry for support-relevant sync diagnostics rather than only Rails.logger, so a truncated sync is visible in /settings/debug instead of only in container logs. Currently harmless for narrow incremental sync windows (the account observed in production has under 100 transactions per window, fitting entirely on page 1), but a wider historical resync could otherwise lose data past page 1 with no visible indication. * fix: address CodeRabbit review feedback on PR #2828 - Add a DebugLogEntry when the PDNG fetch is skipped as unsupported, matching the pattern already used for pagination truncation — this was a partial-degradation case that was previously only visible via Rails.logger. - Replace the OpenStruct#define_singleton_method provider fakes in the three new pagination tests with sequenced Mocha stubs (expects(...).twice.returns(...).then.raises(...)), per the project's "use Mocha for stubs and mocks" guideline. * fix: don't swallow WRONG_TRANSACTIONS_PERIOD as pagination truncation The mid-pagination validation-error handling treated any 422 after page one as "ASPSP rejected the continuation key" and kept the partial result as a success. WRONG_TRANSACTIONS_PERIOD is a different, real failure (an invalid date range, already retried once with a corrected date_from at the provider level) and must still propagate instead of silently dropping the remaining pages. Addresses CodeRabbit review feedback on PR #2828. * fix: address jjmata's review feedback on partial-result asymmetry - fetch_paginated_transactions now tolerates :bad_request the same way it already tolerates :validation_error mid-pagination, matching the PDNG-unsupported rescue in fetch_and_store_transactions which already accepts both error types. Without this, a :bad_request on PDNG page 2+ would discard the already-fetched PDNG page 1 instead of keeping it like the BOOK path does. Trade Republic only 400s on PDNG page 1 today, so this was latent, not currently observed. - Bump the pagination-truncation log (Rails.logger + DebugLogEntry) from warn to error: this now discards data for any ASPSP/scenario matching the tolerated error types mid-pagination, not just the specific Trade Republic case it was written for, so it deserves higher visibility. - Add a regression test for :bad_request interrupting PDNG pagination on page 2+, pinning down the now-symmetric behavior with BOOK. |
||
|
William Wei Ming
|
af3100c0a5 |
fix(insights): keep rolling period labels on month boundaries (#2880)
* fix(ci): skip scheduled preview cleanup on forks Only run the hourly Cloudflare preview cleanup on we-promise/sure, where the required secrets exist. * fix(insights): pin meta-line forward-window test mid-month Date.current..Date.current+30 is a full calendar month on the 1st of 31-day months (e.g. Aug 1..31), so insight_period_label prefers the month name over "Next 30 days" and flakes CI. Co-authored-by: Cursor <cursoragent@cursor.com> * Fix rolling insight period labels on month boundaries --------- Co-authored-by: Cursor <cursoragent@cursor.com> Co-authored-by: sure-admin <sure-admin@splashblot.com> |
||
|
Sure Admin (bot)
|
1e800e2f93 | Include uncategorized spending in budget UI (#2877) | ||
|
Sure Admin (bot)
|
2bdaa7a171 | Bump version after v0.7.3 release (#2879) | ||
|
dependabot[bot]
|
708819b1b4 |
chore(deps): bump msgpack from 1.8.0 to 1.8.2 (#2866)
Bumps [msgpack](https://github.com/msgpack/msgpack-ruby) from 1.8.0 to 1.8.2. - [Changelog](https://github.com/msgpack/msgpack-ruby/blob/master/ChangeLog) - [Commits](https://github.com/msgpack/msgpack-ruby/compare/v1.8.0...v1.8.2) --- updated-dependencies: - dependency-name: msgpack dependency-version: 1.8.2 dependency-type: indirect ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> |
||
|
Will Wilson
|
b6cd8437a5 |
fix(oidc): honor http issuer scheme during OIDC discovery (#2853)
* fix(oidc): honor http issuer scheme during OIDC discovery Self-hosted IdPs served over plain HTTP (no SSL) failed OIDC login with "Failed to open TCP connection to <issuer>:443 (Connection refused)". The openid_connect/swd gems hardcode discovery to HTTPS: SWD.url_builder defaults to URI::HTTPS, and OpenIDConnect::Discovery::Provider::Config::Resource drops the issuer's scheme, rebuilding the .well-known URL from host/port only. So an http:// issuer is upgraded to https:443 and never connects. (This is why the in-app "Test connection" passes -- it uses Faraday against the raw issuer URL and never goes through the gem.) Patch Config::Resource to remember the issuer's scheme and build the discovery endpoint with URI::HTTP or URI::HTTPS accordingly. Per-request, no global mutable state, so mixed http/https providers coexist. Only discovery needs patching: the endpoints it returns are absolute and rack-oauth2 preserves an existing scheme, so the token/userinfo/jwks calls follow over http automatically. Verified against openid_connect 2.3.1 / swd 2.0.3. Fixes #2844 Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(oidc): scheme-aware port and discovery cache key Address automated review feedback on the OIDC http-discovery patch: - Preserve explicitly configured non-default ports (http on 443, https on 80) by omitting only the scheme's own default port instead of both 80 and 443. - Override the discovery cache_key to include scheme/port/path (the gem keyed on host alone), so an http:// issuer can't reuse an https:// issuer's cached metadata on the same host. Latent today (default SWD cache is a no-op) but removed to keep the override self-consistent. Adds regression tests for both cases. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * test(oidc): cover port and path as cache-key components Extend the discovery cache-key test to assert scheme, port, and path each produce a distinct key on the same host, per review feedback. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
||
|
Sure Admin (bot)
|
078c49b35b | Stabilize net worth breakdown series test dates (#2863) | ||
|
Maximus Barbare
|
4c1bc774e5 |
Fix SnapTrade account setup and reconnection (#2858)
* Infer SnapTrade account types from categories * Allow choosing SnapTrade account types * Reauthorize SnapTrade connections needing attention * Clear stale SnapTrade reconnect state * Always schedule SnapTrade reconnect syncs * Recognize SnapTrade credit card accounts * Recognize SnapTrade crypto account types * Schedule SnapTrade syncs after active imports * Fix SnapTrade account type CI tests * Normalize SnapTrade card account types |
||
|
pro3958
|
8e6035c62c |
Wire @kraken_items into the accounts index (#2770)
app/views/accounts/index.html.erb never referenced @kraken_items. Kraken support was added upstream but left out of the accounts index in two places: the top-level empty-state condition that decides whether to render the "empty" partial, and the provider render section. AccountsController#index also did not assign @kraken_items at all. As a result, a family whose only connections are Kraken items saw the blank empty state instead of their Kraken accounts. Assign @kraken_items in the controller with the same eager-loading shape used for the other crypto providers, add @kraken_items.empty? to the empty-state condition, and render the items in the provider section in the correct order. Fixes #2577 Co-authored-by: agentloop <agentloop@localhost> Co-authored-by: sure-admin <sure-admin@splashblot.com> |
||
|
pro3958
|
785f9a19c5 |
fix(accounts): skip digest on sidebar fragment cache (#2776)
The account sidebar fragment renders DS::* view components. Rails' ERB
dependency tracker parses `render DS::Foo.new` as a dynamic render
dependency named DS and inflects it into the nonexistent partial "Ds/D".
When the cache helper computes the template digest, ActionView::Digestor
fails to resolve that partial and logs "Couldn't find template for
digesting: Ds/D" on every sidebar cache miss.
The fragment's cache key is already manually versioned and invalidated
via account_sidebar_tabs_cache_key ("account_sidebar_tabs_v2",
invalidate_on_data_updates: true), so automatic template digesting adds
nothing. Pass skip_digest: true to the cache block so the digestor never
runs for this fragment. Rendered output is unchanged.
Fixes #2516
Co-authored-by: agentloop <agentloop@localhost>
|
||
|
pro3958
|
8a441582f9 |
fix(layout): persist sidebar collapse preference across reloads (#2764)
The app-layout Stimulus controller read this.userIdValue when saving
sidebar state but never declared a static values block, so Stimulus
did not bind data-app-layout-user-id-value. this.userIdValue was
undefined, and every toggle PATCHed /users/undefined, which could not
update show_sidebar or show_ai_sidebar. The preference was never
stored, so the layout reset on the next load.
Declare static values = { userId: String }. String is correct for
both UUID and integer ids since the value is only interpolated into
the request URL. The layout already renders the attribute and
UsersController#user_params already permits both fields, so the
update now completes.
Fixes #2473
Co-authored-by: agentloop <agentloop@localhost>
|
||
|
pro3958
|
150e659846 |
fix(tags): return 404 for missing or cross-family tag deletion (#2703)
Tag::DeletionsController looked up the tag and its replacement with find_by, so a missing id or a tag belonging to another family left @tag nil. create then called @tag.replace_and_destroy!, raising NoMethodError and returning a 500 instead of a 404. Use find in set_tag and set_replacement_tag so an out-of-scope id raises ActiveRecord::RecordNotFound, which is rendered as 404. The replacement lookup keeps a presence guard so deleting without a replacement still works. This mirrors Category::DeletionsController. Fixes #2469 Co-authored-by: agentloop <agentloop@localhost> |
||
|
ghost
|
213bb0d6e8 |
design-system(mobile): polish Dashboard with Sure tokens (#2457)
* feat(mobile): add SureSpacing + SureTypography scale tokens Introduce hand-authored spacing and type-scale constants mirroring the Tailwind defaults the web design system relies on, so widgets reference a named step instead of a raw numeric EdgeInsets/SizedBox/fontSize. - SureSpacing: xs..huge mapping to Tailwind space-1..space-8 (4..32px). - SureTypography: xs..xxl mapping to Tailwind text-xs..text-2xl font sizes. Both are hand-written rather than generated from sure.tokens.json because spacing and the type ramp come from Tailwind's built-in scale, not the canonical token file (consistent with the tracker's guidance). Adopt them in the existing primitives (card padding, button metrics + gap, chip/segmented/list-group gaps and padding, text-field padding + label gap). All migrations are value-preserving — each token equals the literal it replaces — so there is no layout change; off-scale one-offs (control heights, hairlines, deliberate 14px field padding) stay literal. flutter analyze: no new issues; full suite (166) green. * design-system(mobile): polish Dashboard with Sure tokens Align the dashboard with the Sure design system (no behavior changes). NetWorthCard: the hero card adopts the canonical Sure card chrome — container fill, hairline borderSecondary, radiusLg, and the subtle DS shadow (mirroring SureCard/AccountCard) instead of Material surfaceContainerHighest/outline with an ad-hoc radius and no elevation. Dividers, the Net Worth label/value, the Outdated badge, asset/liability totals, and the currency-breakdown sheet all resolve from the active SureColors palette (brightness-aware). dashboard_screen.dart: empty/error states use SureButton + palette colors; the account-type group header badge uses surfaceInset/textSecondary + SureTypography; the sync success banner and sync/refresh snackbars use palette.success/ palette.destructive; spacing moves onto the SureSpacing scale. Adds net_worth_card_test.dart asserting the hero card chrome resolves Sure tokens in light and dark. Builds on the SureSpacing/SureTypography scale tokens (#2438). * fix(mobile): readable foreground on tokenized dashboard snackbars + keyed chrome test Address review feedback on #2457: - Snackbar contrast: the success/error snackbars switched their background to palette.success/palette.destructive but kept a white icon + default white text. In dark theme palette.success is a bright green (#32D583), so white was low-contrast. Set the icon and text foreground to palette.textInverse, which flips with the theme (#FFFFFF light / #171717 dark) and stays readable on both semantic fills. - Test robustness: key the NetWorthCard chrome Container ('netWorthCardChrome') and look it up with find.byKey instead of the fragile first-descendant Container match. * fix(mobile): SureButton owns leading-icon foreground via IconTheme Address review feedback (jjmata): call sites shouldn't hardcode the button's foreground on leading icons. Wrap SureButton's content in an IconTheme set to the variant foreground, so leading icons (e.g. SureIcon) inherit it automatically — mirroring how Material's ElevatedButton.icon propagates icon color. Icons that pass an explicit color still win. Drop the now-redundant `color: palette.textInverse` from the dashboard empty/error-state button icons; they follow the button variant automatically. Add a SureButton test asserting a leading icon inherits the variant foreground (textInverse for primary, textPrimary for outline) via the ambient IconTheme. * Fix net worth card mask merge regression * Provide privacy state in net worth card tests --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: sure-admin <sure-admin@splashblot.com> |
||
|
ghost
|
a21ab1946e |
perf(accounts): preload transfer, category, and split-parent associations on show (#2441)
* perf(accounts): preload transfer, category, and split-parent associations on show AccountsController#show iterated over paginated entries and called transaction.transfer (two queries via transfer_as_inflow || transfer_as_outflow), transaction.category, and transaction.merchant individually per row, and fell back to entry.split_parent? (child_entries.exists? per entry) because @split_parent_entry_ids was never set. Fix by: - Batch-preloading transfer_as_inflow, transfer_as_outflow, category, and merchant on transaction entryables after pagination using Associations::Preloader (same API already used in accounts/index/_account_groups.erb). - Setting @split_parent_entry_ids with a single IN query after pagination, matching the identical pattern already in TransactionsController#index. Resolves Sentry issues SURE-APP-PN (60 users), SURE-APP-XE (32 users), SURE-APP-26 (51 users) and related slow-DB reports on AccountsController#show. * docs(accounts): note the show preload is intentionally page-scoped Address review feedback (jjmata): add a comment clarifying that the transfer/ category/merchant preload and the split-parent lookup operate on the current page (@entries) by design — only this page is rendered, so a child entry whose split parent is on another page deliberately won't resolve it. Comment-only; no behavior change. |
||
|
sentry[bot]
|
32eef8e2ea |
Fix(exchange_rate): Handle RecordInvalid in find_or_fetch_rate race condition (#2734)
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com> |
||
|
Guillem Arias Fauste
|
cedf28a5a9 |
fix(accounts): make the sync toolbar and toast agree, fix toast overlap (#2813)
* fix(accounts): make the sync toolbar and toast agree, fix toast overlap The Accounts page's own sync toolbar (refresh icon, "Cancel sync") and the global sync-complete toast were three inconsistently-styled, disconnected pieces of UI representing one action, and the toast overlapped the page's own header instead of sitting near it. - "Cancel sync" was hand-rolled markup instead of a DS::Button, unlike its sibling refresh icon right next to it — now both are DS::Button (:ghost). - The refresh icon just went `disabled` with no visible "working" state — now shows a spinning loader-circle while a family sync is in progress, matching the pattern already used in provider_sync_summary.html.erb. - The toolbar was plain server-rendered HTML with no way to know a sync finished, so it stayed stuck showing "still syncing" indefinitely next to a toast now saying otherwise. Family::SyncCompleteEvent now broadcasts a second replace target for the toolbar alongside the existing toast replace, so both resolve together. - The notification tray was a <body>-level fixed overlay centered on the full viewport, but every layout that renders it has a sidebar of some kind — so it never actually centered on the visible content pane, and landed on top of the settings-layout header. It now renders in-flow at the top of each layout's own content region (opt-in via notification_tray_inline, since the simpler single-column layouts don't have this mismatch and are unaffected). - Added the Catalan sync_toast/cancel_sync strings that were missing entirely, which is why the toast/toolbar showed English text on an otherwise-Catalan page. Verified live in a real browser via a new system test covering the idle, syncing, and cancel-flash states, plus a model test on the new broadcast target. * fix(accounts): keep the tray a floating overlay, sidebar-aware instead Codex on this PR: with the tray as first-child-of-scrollable-main, a notification delivered while scrolled down is inserted above the viewport and stays unseen — breaking the sync toast's manual-refresh path specifically, since sync_toast_controller.js suppresses auto-refresh while a form is focused and relies on the toast being visible to offer that manual refresh. Reverts the tray to a position: fixed overlay for every layout (so it can't be scrolled out of view), and fixes the actual bug that made it overlap the accounts toolbar in the first place — a ResizeObserver on <main> centers it on the real content pane instead of the viewport, for the two layouts with a sidebar (application, settings passed via sidebar_aware:). The five single-column layouts are untouched; for those, viewport-center already is content-pane-center. One trap worth flagging: this app renders turbo_refreshes_with method: :morph, and idiomorph resets any inline style a client script set that isn't in the freshly-fetched HTML — including the JS-set `left`. data-turbo-permanent looked like the fix but isn't: it invokes idiomorph's node-identity matching (same id preserved across ANY morphed page), which broke navigation once the id existed on structurally different layouts (app vs settings) — a real, reproduced bug, caught by the system test before it shipped. Went with the narrower turbo:before-morph-attribute event instead, which blocks only the `style` attribute on this one element, with no node-identity system involved. Rewrote the system test's positioning assertion to match: it now asserts the tray centers on <main> rather than sitting above the page header, since a fixed overlay was never going to satisfy the latter by construction. Verified: full bin/rails test (6023 runs, 0 failures), rubocop, erb_lint, brakeman (0 warnings) all clean. Live-verified in a browser across both sidebar-aware layouts and a simple layout, including the full cancel-sync -> morph -> re-render cycle. * fix(accounts): use declarative Stimulus action for morph-attribute guard Replace the manual addEventListener/removeEventListener pair for turbo:before-morph-attribute with a data-action, per the repo's declarative-actions convention. Same element, same listener — just no manual lifecycle management. |
||
|
Guillem Arias Fauste
|
07a3413250 |
fix(ds): keep DS::Menu/Popover panels anchored across Turbo morphs (#2812)
* fix(ds): keep DS::Menu/Popover panels anchored across Turbo morphs The app refreshes pages via Turbo morph (`turbo_refreshes_with method: :morph`), and same-page account actions (disable, exclude, set-default, etc.) trigger one. Two bugs in the shared floating-ui controllers surface as a result: - The panel's `position: fixed` only ever existed as a JS-applied inline style. Idiomorph resets every menu/popover's `style` attribute to match the server-rendered markup (which has none), silently stripping `position: fixed` from every panel on the page. The next dropdown/ popover opened before floating-ui's async recompute lands briefly renders in normal flex flow, shoving its own trigger sideways and making computePosition anchor to that phantom position instead of the real button. Fix: make `position: fixed` part of the static markup so it can never be stripped. - `this.show` was a plain instance property. Because the morph preserves the Stimulus controller in place (stable-id turbo frame), `this.show` doesn't reset when idiomorph re-closes the content element, so it can desync from the DOM and swallow the next click. Fix: derive `show` from the content element's own class instead of tracking it separately. Reproduced and verified against the actual Turbo/Stimulus/floating-ui pipeline in an isolated harness before and after the fix. * test(ds): add regression coverage for menu/popover reopen-after-morph Simulates what idiomorph does to an open panel on a same-page Turbo morph — resets the content element's class back to the always-hidden server-rendered markup and strips the JS-applied inline style, without going through toggle()/close(). Verified against the pre-fix controllers that this fails without the DOM-derived `show` getter. |
||
|
Otter
|
1c6d018b6a |
Fix transactions posting a day early when booked around midnight. (#2744)
* Fix 2668 * Fix CodeRabbit nitpick * Fix Akahu parsing * Anchor provider transaction date parsing to family timezone * Coderabbit suggestion for Date/DateTime order * Remove duplicate condition in wise * Safe unless column_exists + pass family to date parse to family components |
||
|
PrplHaz4
|
16d2bc0ce9 |
Don’t re-create pending SimpleFIN transactions when pending sync is disabled (#2835)
* fix(simplefin): skip pending entries in processor when pending is disabled When SIMPLEFIN_INCLUDE_PENDING/syncs_include_pending is off, pending rows already stored in raw_transactions_payload were still (re)created as entries on every sync - including ones the user manually deleted - because the setting only affected the API request, not reprocessing of the stored payload. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore(simplefin): add rake task to prune stale pending rows from payload store raw_transactions_payload accumulates transactions across syncs and is never pruned, so pending rows fetched before pending inclusion was disabled keep getting re-imported. This one-time maintenance task removes them (dry-run by default; scope by item_id/account_id). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(simplefin): address PR #2835 review feedback on pending detection Fix epoch-zero pending check treating non-numeric posted strings (e.g. "unavailable") as pending via String#to_i coercion; compare against explicit zero representations instead, matching posted_date. Dedupe the prune_pending rake task's copy of this logic by delegating to a new public SimplefinEntry::Processor.pending? class method. Also close a test gap where SIMPLEFIN_INCLUDE_PENDING env var precedence over the Setting wasn't actually exercised. * test(simplefin): cover pending-guard precedence and add rake task tests Add the missing mirror case for pending_enabled? precedence (env var disabling pending over a permissive Setting) and add test coverage for the prune_pending rake task, which previously had none: dry_run safety default, correct pruning via the shared Processor.pending? predicate (including the malformed-posted regression), and that it never touches Entry/Transaction rows. --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
Bishal Shrestha
|
5ee3275f98 |
feat: show counterpart account in transfer transaction list row (#2643)
* Show counterpart account in transfer transaction list row * feat: show transfer counterpart account with access and nil guards * - Gate counterpart name behind accessible_accounts check. - Add nested transfer includes to TransactionsController and AccountsController to prevent N+1 queries. - Use precomputed @accessible_account_ids Set for O(1) lookups. * test: add view tests for transfer counterpart rendering Cover outflow arrow, inflow arrow, and unmatched transfer fallback using ActionView::TestCase following existing merged_badge pattern. * Fix transfer eager loading for polymorphic entryables * Keep accessible_account_ids as Array to fix mock test expectations |
||
|
Sure Admin (bot)
|
3c1c87a9d9 |
Update Rails for Active Storage security advisory (#2849)
Bump Rails and Active Storage from 8.1.3 to 8.1.3.1 to address GHSA-xr9x-r78c-5hrm. |
||
|
dependabot[bot]
|
15b5daa298 |
chore(deps): bump oauth2 from 2.0.18 to 2.0.22 (#2846)
Bumps [oauth2](https://github.com/ruby-oauth/oauth2) from 2.0.18 to 2.0.22. - [Release notes](https://github.com/ruby-oauth/oauth2/releases) - [Changelog](https://github.com/ruby-oauth/oauth2/blob/main/CHANGELOG.md) - [Commits](https://github.com/ruby-oauth/oauth2/compare/v2.0.18...v2.0.22) --- updated-dependencies: - dependency-name: oauth2 dependency-version: 2.0.22 dependency-type: indirect ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> |
||
|
Oscar
|
0fa1fbd650 |
add redbark setup guide to hosting docs (#2817)
- new docs/hosting/redbark.md covering account setup, api keys, linking and sync behaviour - listed redbark in the onboarding guide's provider integrations |
||
|
Juan José Mata
|
c9a28e1aa4 | Bump versions | ||
|
dependabot[bot]
|
d79925da02 |
chore(deps-dev): bump vite from 5.4.21 to 6.4.3 in /desktop (#2810)
Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.4.21 to 6.4.3. - [Release notes](https://github.com/vitejs/vite/releases) - [Changelog](https://github.com/vitejs/vite/blob/v6.4.3/packages/vite/CHANGELOG.md) - [Commits](https://github.com/vitejs/vite/commits/v6.4.3/packages/vite) --- updated-dependencies: - dependency-name: vite dependency-version: 6.4.3 dependency-type: direct:development ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> |
||
|
Max Barbare
|
700ad34eb1 |
feat: Introduce macOS app v0.1.0 (#2762)
* feat(desktop): scaffold Tauri 2 macOS shell with empty window * feat(desktop): server store, URL normalization, and health-check helpers * feat(desktop): IPC commands for server list/add/remove/health + active-server state Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): native onboarding server picker with health check and remembered servers * feat(desktop): vibrancy background, overlay titlebar, and inset traffic lights * feat(desktop): native menu bar with standard shortcuts and menu events * feat(desktop): webview→Rust bridge with native notifications * fix(desktop): gate bridge injection on PageLoadEvent::Finished Prevents double-injecting the bridge IIFE (once on Started, once on Finished), which was duplicating every native notification. * feat(desktop): Dock badge driven by webview attention count * feat(desktop): launch-at-login autostart commands * feat(desktop): sure:// deep link scheme with parse tests and navigation * feat(desktop): preferences window with server switcher and launch-at-login * docs(desktop): README for dev, release, signing/notarization, and deferred widget * fix(desktop): remove dead New Window menu item * fix(desktop): correct login route to /sessions/new Rails uses `resources :sessions` (plural), so the login page is /sessions/new, not the /session/new the plan assumed. Fixes an immediate 404 when connecting to a server. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): Sure-styled onboarding, draggable titlebar, and app content offset - Restyle onboarding + prefs to match Sure's auth page: solid surface background, centered logomark, .form-field-style inputs, inverse primary button; theme-aware via prefers-color-scheme (design-system tokens). - Add a draggable titlebar strip on bundled pages and inject one into the remote page so the window drags from the top everywhere. - Inject a top offset on the logged-in app-layout root so the sidebar logo clears the macOS traffic lights. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): de-dupe login navigation to prevent CSRF token/session race connect() navigated to /sessions/new directly AND via the active-server-changed event, which is also handled by a second listener injected into the page by bridge.js. One connect fired multiple concurrent GET /sessions/new requests, each minting a fresh session + CSRF token; the form shown and the _sure_session finally stored could come from different GETs, so the login POST failed 'Can't verify CSRF token authenticity' intermittently. Route all navigation through a single window-level guard so only the first request per server wins. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): enable window drag permission; offset only the icon rail - Add core:window:allow-start-dragging (+ show/set-focus, event emit/listen) to capabilities so data-tauri-drag-region actually drags the window on macOS. - Offset only the 84px left icon rail (logomark) to clear the traffic lights instead of pushing the entire app-layout down; keep main content full-height. - Drag strip z-index lowered below Sure's sticky headers so its controls stay clickable. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): persist active server and resume session on launch - Persist the active server to the Keychain in set_active_server; active_server falls back to it so a relaunch knows where to go. - On launch, auto-resume straight to the last server instead of showing the picker every time. - Navigate to the server root (not /sessions/new): Rails serves the dashboard when the session cookie is still valid, or redirects to login when not — so a persisted session no longer forces a re-login. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat: desktop SSO via system browser with PKCE code exchange Passkeys/WebAuthn don't work in an embedded WKWebView, so SSO now runs in the system browser and hands a session back to the app securely. Server (Rails): - GET /auth/desktop/:provider — stashes a PKCE S256 challenge, hands off to OmniAuth (reusing the mobile auto-submit form). Passkeys work (real browser). - openid_connect — for a linked identity in a desktop flow, mints a single-use, 2-min, PKCE-bound one-time code and redirects to sure://sso/callback?code=... (unlinked identities are sent back with an error). - GET /sessions/desktop_exchange — verifies the code + PKCE verifier (secure_compare), single-use (cache delete), then create_session_for; MFA is enforced at exchange time. Sets the normal web session cookie in the webview. - Tests: happy path + single-use, wrong-verifier rejection, missing challenge. Desktop (Tauri): - start_sso command: generates PKCE, opens the browser, stores the verifier. - sure://sso/callback deep link -> webview navigates to desktop_exchange with the verifier (never sent through the deep link, so an intercepted code is useless). - bridge.ts intercepts SSO provider form submits and routes them to start_sso; password login stays in the webview. - remote.json capability: minimal IPC (drag, event bridge, prefs window, start_sso) for the remote Sure origin — no fs/shell/http. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): correct remote IPC capability + handle menu in Rust + drag fallback Root cause of prefs/switch-server/SSO/drag doing nothing on the logged-in page: the remote-bridge capability's remote.urls ('https://*') did not match the server origin, so all IPC (event listen, invoke, drag command) was denied. Per Tauri v2, window.__TAURI__ is injected on remote pages only with withGlobalTauri (set) AND a matching remote.urls; patterns need a path wildcard. - remote.json: urls -> https://*/**, http://*/** (+ bare host) so any server origin matches. - menu.rs: Preferences and Switch Server now show the prefs window directly in Rust (no dependency on remote-page IPC); Switch Server moved from Window to the App menu. - bridge.ts: drops the menu-event listeners (Rust owns them), adds a startDragging mousedown fallback for the drag strip, logs diagnostics, and reports start_sso success/failure to the console. - main.ts: drops the now-unused menu listeners. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): SSO via event (remote can't invoke commands), disk-backed server store Diagnostics confirmed window.__TAURI__ + IPC work on the remote page, but a remote origin cannot invoke custom commands ('start_sso not allowed. Plugin not found'). Events are permitted, so SSO now goes through an event. - SSO: bridge emits 'sure://start-sso'; Rust listens and runs begin_sso (opens the system browser). start_sso command kept for local use. - servers: mirror the server list + active server to a JSON file in Application Support as a fallback — Keychain items don't persist for unsigned builds, which was wiping the saved server on relaunch. - remote.json: add notification:default (Sure's PWA was requesting it and erroring). - menu: log whether the prefs window is present when Preferences/Switch Server fire, to diagnose the no-op. - main: log the persisted active server on boot. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): drag the top band on every page via mousedown, not a z-indexed strip The fixed drag strip sat below Sure's sticky headers (z-10) so it worked only on pages without a top header. Replace it with a document-level mousedown in the top ~34px that starts a window drag unless the target is an interactive element — so dragging works on all pages, Sure's titlebar controls stay clickable, and main content isn't pushed down. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): tag-triggered GitHub Actions release for universal unsigned .dmg - .github/workflows/desktop-release.yml: on a 'desktop-v*' tag, build the universal (Apple Silicon + Intel) .dmg on a macOS runner via tauri-action and publish it to a GitHub Release with unsigned-install instructions. - README: universal build command, the tag-based release process, and the Gatekeeper 'Open Anyway' / xattr steps for end users. - Drop the unused iOS/Android icon sets (macOS build only needs icon.icns). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): rolling desktop-latest build on desktop/ changes, not manual tags Replaces the manual desktop-v* tag release with a path-filtered workflow that builds only when desktop/ changes on main and publishes to a single rolling 'desktop-latest' prerelease with a stable Sure.dmg filename — one permanent download URL, and the file changes only when the desktop code does. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): tag-driven versioned releases; tag is the single source of version Revert to manual version tags (desktop-v*) for explicit version control, but derive the app/.dmg version from the tag so package.json + tauri.conf.json are synced automatically in CI — no manual version-file edits. Each tag produces its own versioned GitHub Release with the universal unsigned .dmg. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): release entirely from GitHub via workflow_dispatch version input Make the GitHub Action the single tool to version + deploy the desktop app: Run workflow -> enter a version -> it syncs the version, builds the universal unsigned .dmg, and creates the desktop-v<version> tag + Release. Refuses to re-release an existing version; marks pre-release versions accordingly. Tag push (desktop-v*) still works as a secondary trigger. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): publish releases with make_latest:false so they don't hijack the repo's Latest badge Desktop is a secondary artifact, not the main product. Build with tauri-action, then publish via action-gh-release with make_latest:false so the repo's 'Latest release' badge stays on the main app's v* release. Separate desktop-v* tag namespace already keeps it out of the v* publish workflow. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): address PR review feedback (security + correctness) Security: - workflow: pass workflow_dispatch version via env (no shell injection); pin all third-party actions to commit SHAs. - SSO: gate deep-link navigation and begin_sso to servers the user has saved (is_known_server), so a rogue page/deep link can't drive them. - desktop_exchange is now POST (verifier in body, not URL/logs); CSRF skipped since the single-use PKCE code is the protection. - desktop_sso_start validates the code_challenge is a 43-char base64url digest. - desktop_exchange claims the one-time code atomically (delete-and-check) to close the read/delete TOCTOU. - failure: return desktop SSO errors to the app via sure://sso/callback?error. Correctness / stability: - prefs window hides on close instead of being destroyed, so the menu can reopen it. - servers.rs: on-disk store is authoritative (file-first read), atomic writes (temp + rename). - main.ts/prefs.ts: try/catch around add/set/remove/active_server and boot; add a shared serverErrorMessage helper (no duplicated substring checks). - vite.config.ts: derive dir from import.meta.url (ESM has no __dirname). - bridge.ts: coalesce MutationObserver scans to one per frame. - README: notarization example uses the universal .dmg name. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): scope remote IPC to server origins at runtime, drop wildcard capability Resolves the remaining security finding: the static remote.json granted Tauri IPC to any http(s) origin (https://*). Remove it and instead add a capability scoped to each server's exact origin at runtime (CapabilityBuilder + add_capability), granting only the minimal permissions the bridge needs, for saved/active servers on startup and for the target in set_active_server. No origin outside the user's configured servers can access IPC. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): add runtime per-origin IPC capability (grant_server_capability) Implements the runtime-scoped capability that replaces the removed wildcard remote.json: CapabilityBuilder scoped to each server's exact origin, added via add_capability for saved/active servers at startup and in set_active_server. (Split from the previous commit, which only recorded the remote.json removal.) Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): harden release workflow (no shared caches, environment gate) Address two release-workflow security findings: - Remove cache: npm and the swatinem/rust-cache step so a poisoned Actions cache written by another workflow can't flow into a published .dmg (P0). - Add 'environment: release' to the build job so publishing can require manual approval and scope secrets to release runs (P1). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): remove transparency code and fix relaunch behavior * fix(desktop): fix PR review findings; adjust app notarization path, use Sure theme tokens instead of hardcoding values * ci(desktop): switch release from independant versioning to using Sure's publishing workflow, releasing and versioning with every main app release * fix(desktop): restrict CSP as much as possible while maintaining functionality; allow bundled scripts, Tauri IPC, inline styles; deny wildcards --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
||
|
Oscar
|
c6a240a183 |
feat(redbark): add australian bank sync (redbark) (#2794)
* add redbark provider integration - per family api key provider, built like the lunchflow integration - syncs accounts, balances and transactions from api.redbark.com - account setup flow, settings panel, locales and routes - tests and fixtures * harden redbark integration based on prior provider pr feedback - use DebugLogEntry.capture for sync/import/unlink failures - retry 429s and 5xxs with backoff, raise on page cap instead of truncating - keep raw response bodies out of logs and errors - not null constraints on account columns, migration base 7.2 - persist ignored flag for skipped accounts so they stop nagging setup - validate api key on every save, re-arm status on key rotation - destroy aborts if unlink fails, atomic account create and link - require_admin on mutating actions, see_other on error redirects - single grouped query for item account counts - i18n default connection name, blank password field value - controller and provider tests * fix issues found in second review sweep - add missing syncable scope, without it every family sync raises - kick off a sync on connection create and on key rotation - setup dialog fetches accounts inline for fresh connections and shows api errors - skip balance write when no balance has been fetched yet, never anchor a false zero - exclude stale and non banking accounts from the batched balances call, per account fallback if the batch is rejected - detect the server row ceiling and empty pages instead of silently truncating history - user sync start date only governs the initial backfill, incremental after that - fetch connections before the per account loop so auth errors propagate once - drop untemplated index/show/new/edit routes and dead preload/link_accounts actions - stable dom id on the settings panel so repeat turbo replaces keep working * skip brokerage connections, found in live testing - the transactions endpoint 400s for brokerage connections, they belong to /v1/trades - only import accounts from banking and documents connections - guard transaction fetches for any legacy linked non banking account * address review feedback - treat the truncation header as a pagination signal: split the date window and refetch instead of failing the account - prune stale pending rows from the snapshot so settled pendings cant come back as duplicates - block linking a sure account that already has another provider feed - count setup failures separately from skips and surface an error instead of "all skipped" - add not nulls on redbark_items name and api key - enqueue the destroy job after the flag commits, not inside the transaction - swap bg-gray-400 for bg-surface-inset, drop amounts from info logs, remove i18n default fallbacks - tests for window splitting, pending pruning and encrypted payload round trip * fix issues from convention review - benign skips (unlinked account, blank id, unparseable rows) no longer count as failures, tracked separately so a clean batch reports success - currency parsing goes through extract_currency so hash shaped payloads resolve instead of falling to the default - merchant ids use truncated sha256 instead of md5 - debug log entries for import failures and account sync scheduling failures * bound the raw transactions snapshot to the fetch window - trim raw_transactions_payload to the current fetch window on merge, same as brex - keep rows without a parseable date, drop settled pendings as before - surface skipped rows in the aggregate debug log entry with imported/skipped counts |
||
|
minion1227
|
e5608ca6d9 |
fix(settings): allow clearing an encrypted provider API key (#2544)
* fix(settings): allow clearing an encrypted provider API key `update_encrypted_setting` skipped the write whenever the submitted value was blank, so clearing the field (which auto-submits an empty value) never removed the stored key — the masked "********" placeholder just reappeared on re-render. This affected every encrypted provider key (Twelve Data, Tiingo, EODHD, Alpha Vantage, Tinkoff). Treat "********" as "leave unchanged" (the untouched masked placeholder) but persist nil for an explicit blank submission, so a key can be removed from the UI. Closes #2465 * fix(settings): clear the remaining encrypted provider tokens on blank Route openai_access_token, anthropic_access_token, and external_assistant_token through update_encrypted_setting so blanking any of them clears the stored value instead of silently retaining it — same fix as the securities keys, completing the scope of #2465. Add regression tests for clearing each token and for the OpenAI masked placeholder, and reset the newly-touched keys in teardown. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> |
||
|
Juan José Mata
|
375dd060dc |
feat(insights): gate the insights feed behind preview features (#2788)
* feat(insights): gate the insights feed behind preview features Insights shipped to everyone in #2550. Make it opt-in via Settings → Preferences until it's proven, so users who haven't enabled preview features see nothing and cost nothing. Entry points gated: - InsightsController — require_preview_features! covers all four actions, including the refresh action that enqueues the job - Dashboard — the insights_feed section is omitted from the section list rather than left in it hidden, so the saved-order lookup and the insights_feed unshift special-case never fire; the feed query is skipped - Top bar — the lightbulb entry and its unread COUNT, which previously ran on every page render The job is gated too, departing from the guide's default that background jobs keep running. That default fits a job like SweepExpiredGoalPledgesJob, which only walks records opted-in users created and is naturally inert. GenerateInsightsJob instead manufactures data for every family nightly — seven generators over the income statement and balance sheet, plus paid LLM narration — so it would have kept spending on families who can't see the result. The fan-out filters with Family.with_preview_features (one indexed jsonb containment query, not load-and-iterate), and generate_for_family re-checks above the advisory lock so a gated family skips the broadcast too. Adds Family#preview_features_enabled? and the matching scopes, keeping the predicate name identical on User and Family so the guide's GA-removal grep finds every call site. Verified the SQL scope and the Ruby predicate agree for true / false / "yes" / nil. Documents the job-gating pattern in docs/llm-guides/gating-a-preview-feature.md, which previously said the gate does nothing for jobs. Existing insight rows are left alone: invisible without the flag, and the next nightly run refreshes facts and expires anything stale if a family opts in. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Y6ZRA6cgCRM4UdFKct3wm4 * perf(insights): use EXISTS for the family preview rollup Family#preview_features_enabled? is asked once per family by the nightly job; the block form loaded and instantiated every member to answer a boolean. Delegate to the scope instead. The predicate now shares an implementation with the scope, so the truthy-non-boolean test asserts against User#preview_features_enabled? — the predicate the UI actually gates on — to keep the cross-check meaningful rather than tautological. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Y6ZRA6cgCRM4UdFKct3wm4 * docs(insights): fix guide/code drift and stale cron description Review follow-ups from @gariasf: - The guide's family-rollup snippet still showed the block form after the EXISTS commit changed it. It mattered more than normal doc drift: the paragraph below calls GenerateInsightsJob "the reference implementation", so the next person writing a gated job would have copied the form family.rb's comment explicitly rejects. - schedule.yml still described the job as running for "all families" — the string someone reads while debugging why a family got no insights. - Document that the shared predicate name is per-user on User but "anyone in the household" on Family, and prohibit gating UI on the family form: Current.family.preview_features_enabled? reads naturally and would show the feature to a user who explicitly opted out. Noted in both the model and the guide. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Y6ZRA6cgCRM4UdFKct3wm4 --------- Co-authored-by: Claude <noreply@anthropic.com> Co-authored-by: Guillem Arias Fauste <accounts@gariasf.com> |
||
|
kai392
|
6e2cbb727a |
fix(ai): prevent Anthropic chat crash on no-argument tool calls (#2755)
* fix: prevent Anthropic chat crash on no-argument tool calls
When the model streams a tool_use block with no arguments (e.g.
get_categories), the accumulated input arrives as an empty string.
The Anthropic chat parser passed that empty string straight through as
function_args, and Assistant::FunctionToolCaller then called
JSON.parse("") — which raises "unexpected end of input", surfaces as a
Provider::Anthropic::Error, and kills the whole assistant turn.
Fix at the source by normalizing empty/nil tool input to an empty JSON
object in the parser, plus a defensive guard in FunctionToolCaller so
any provider that emits blank arguments cannot crash a turn.
Fixes #2722
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* test: assert nil-args result as Hash to match jsonb function_result
Addresses Codex P1 / CodeRabbit review: EchoFunction returns the parsed
params Hash and ToolCall::Function stores it in a jsonb column, so the
nil-arguments test must assert the Hash directly instead of JSON.parse.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
|
||
|
RealDiligent
|
d61ee3abea |
fix: omit SimpleFin pending param when pending transactions are disabled (#2796)
The SimpleFIN protocol only defines pending=1 (include pending); pending transactions are excluded by default when the param is absent. Bridges presence-check the param, so the pending=0 we sent when the 'Include pending transactions' setting (or SIMPLEFIN_INCLUDE_PENDING=0) was disabled behaved exactly like pending=1, making the setting a no-op — pending transactions kept being downloaded, causing pending/posted duplicates and churn. Omit the pending query param entirely unless pending is enabled, per the spec. Fixes #2440 Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
||
|
RealDiligent
|
98bf563458 |
fix: prevent AddAmountToTransfers migration aborting on legacy transfer data (#2795)
The backfill computed amount = outflow_entry.amount - source_fee_amount and then added a check constraint requiring amount >= 0. Historical rows that predate the modern sign convention (negative outflow amounts) or carry fees larger than the entry amount produce a negative principal, so the constraint aborts the migration with PG::CheckViolation — blocking db:prepare and the entire upgrade for affected self-hosters. Normalize with ABS and clamp at zero in the backfill. Rows that already satisfied the old expression are unchanged (ABS is a no-op for positive amounts); only previously-failing rows now migrate instead of killing the upgrade. Fixes #2653 Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
||
|
Erkan Doğan
|
1fb5202495 |
fix(indexa_capital): correct cash activity amount-sign convention (#2793) (#2801)
Fixes #2793. ## Problem IndexaCapitalAccount::ActivitiesProcessor#normalize_cash_amount used the inverted amount-sign convention relative to Sure's core conventions. - Outflows (WITHDRAWAL, TRANSFER_OUT, FEE, TAX) were stored as negative amounts. - Inflows (CONTRIBUTION, TRANSFER_IN, DIVIDEND, DIV, INTEREST) were stored as positive amounts. Sure requires asset account inflows to be stored as negative amounts (-amount.abs) and outflows as positive amounts (amount.abs). ## Fix Flip signs in IndexaCapitalAccount::ActivitiesProcessor#normalize_cash_amount to align with Sure's sign convention and sibling processors (SnaptradeAccount::ActivitiesProcessor). ## Test Added unit tests in test/models/indexa_capital_account/activities_processor_test.rb covering cash inflows, outflows, transfers, fee, label mappings, and empty payloads. All tests pass (39/39 for indexa_capital_account). Co-authored-by: erkdgn <erkdgn@users.noreply.github.com> |
||
|
William Wei Ming
|
34dd5fbc62 |
update transactions_controller (#1953)
* update transactions_controller * fix FEEDBACK - Remove DISTINCT that breaks tag-filtered index queries * fix FEEBACK from jjmata * Ignore Brakeman EOLRails warning for Rails 7.2 Restore fingerprint-scoped ignore lost during merge from main. * update transactions_controller * fix FEEDBACK - Remove DISTINCT that breaks tag-filtered index queries * fix FEEBACK from jjmata * Ignore Brakeman EOLRails warning for Rails 7.2 Restore fingerprint-scoped ignore lost during merge from main. * resolve review - Add .distinct to the tag filtering subquery * fix(ci): skip scheduled preview cleanup on forks Only run the hourly Cloudflare preview cleanup on we-promise/sure, where the required secrets exist. * Drop obsolete Rails EOL note and Brakeman EOLRails ignore The EOLRails ignore and the accompanying migration-rule note were only needed while the app ran Rails 7.2.3.1, whose support window closed 2026-08-09. Main has since moved to Rails 8.1.3, so the check no longer warns and both changes are dead weight that only widen this PR's diff. Keeps the PR focused on the transactions controller query optimization. Co-authored-by: Cursor <cursoragent@cursor.com> --------- Co-authored-by: Cursor <cursoragent@cursor.com> |
||
|
Erkan Doğan
|
71106f63b0 |
fix(merchants): preserve user-selected merchant colors on save (#2760) (#2802)
* fix(merchants): preserve user-selected merchant colors on save (#2760) Fixes #2760. ## Problem FamilyMerchant#set_default_color callback ran on before_validation and unconditionally executed self.color = COLORS.sample. As a result: - Any user-selected color or color passed via API/import was discarded and replaced with a random palette color. - Renaming or updating any merchant field re-assigned a new random color on every save. ## Fix Guard set_default_color so it only assigns a random palette color when color is blank (self.color = COLORS.sample if color.blank?). ## Test - Added test/models/family_merchant_test.rb testing color preservation on creation and update, as well as default color fallback when blank. - Updated test/controllers/family_merchants_controller_test.rb to assert persisted color on create and update. - Verified in dev container: 9 runs, 22 assertions, 0 failures, 0 errors. - RuboCop: 0 offenses. * fix(merchants): validate hex format and fallback to default color if invalid Add hex format validation (/\A#[0-9A-Fa-f]{6}\z/) to FamilyMerchant#color (matching Category and Tag models) and ensure set_default_color replaces invalid hex values (e.g. from API/CSV imports) with a default palette color before saving. Responds to Codex review feedback on PR #2802. --------- Co-authored-by: erkdgn <erkdgn@users.noreply.github.com> |
||
|
Antoine 🚀🏃♂️
|
6b6ae0ca31 |
feat(accounts): add Gains / ROI chart view for investment accounts (#2660)
* feat(accounts): add Gains / ROI chart view for investment accounts Adds a fourth chart view to the account details page showing the historical unrealized gains series (market value - cost basis per holding, summed daily with LOCF and FX conversion), following the same ChartSeriesBuilder/Series pipeline as the existing views. Holdings without a usable cost basis (nil, or unlocked zero from providers) contribute zero gain, matching Holding#avg_cost semantics. * fix(accounts): carry cost basis forward over gap-filled holdings in gains series Gap-filled holding rows (weekends, price-history gaps) are persisted without cost_basis even though the position and basis are unchanged, which zeroed the gains series on those dates. Look up the basis from the latest snapshot that has a usable one instead of reading it from the current row, so already-persisted gap-filled rows are handled too. * docs(accounts): add method docstrings for gains chart view code Satisfies the pre-merge docstring coverage check on methods added or touched by the Gains / ROI feature. * fix(accounts): sign converted amount like main indicator in gains view Extracts the gains sign-prefix logic into a shared signed_format helper so the family-currency converted amount shown on foreign-currency accounts matches the main indicator (+€79.53 / +$85.00), and adds component tests covering the positive, negative, non-gains and foreign-currency formatting paths. * test(accounts): cover FX conversion path in gains series The gains_series tests only used USD holdings against a USD target, leaving the exchange_rates LATERAL join untested. Adds a case with EUR holdings converted to USD, including LOCF rate carry-forward. --------- Co-authored-by: Antoine GUYON <agy@ibanfirst.com> |
||
|
pro3958
|
12b040e47e |
fix(akahu): pull full history on initial Akahu sync (#2779)
* fix(akahu): pull full history on initial Akahu sync Akahu-linked accounts only pulled ~90 days of history on their first sync. Provider::Akahu#fetch_all already walks the full range via Akahu's cursor pagination, so the paging logic was not the limit. AkahuItem::Importer#determine_sync_start_date clamped the initial window to 90.days.ago when an account had no stored transactions and no configured sync_start_date, and Akahu's transactions endpoint only returns data from the requested start onward, so that fallback capped the first import at 90 days. Request a 5.years lookback on the first sync instead. Incremental syncs still continue from last_synced_at - 7.days, and an explicitly configured sync_start_date still takes precedence. Fixes #2609 * fix(akahu): omit start date on initial sync to pull full history determine_sync_start_date still clamped the first import to INITIAL_SYNC_LOOKBACK.ago (5 years), truncating Akahu apps/accounts that can access more history. Akahu's account-transactions endpoint defaults to the entire accessible range when start/end are omitted, so the no-config/no-stored-transactions case now returns nil (no start date). Subsequent syncs still use the incremental last_synced_at - 7.days path. Removes the now-unused INITIAL_SYNC_LOOKBACK constant and updates the test to assert the initial sync omits the start date. --------- Co-authored-by: agentloop <agentloop@localhost> Co-authored-by: pro3958 <pro3958@users.noreply.github.com> |
||
|
Guillem Arias Fauste
|
9fd959da0b |
fix(dashboard): add hover state to section header controls (#2798)
* fix(dashboard): add hover state to section header controls The collapse chevron, widget-size settings, drag handle and cashflow expand button signalled hover with a colour shift alone (`text-secondary` → `text-primary`). On 14–16px glyphs that reads as almost nothing, so there was no feedback for which of two adjacent controls was about to be clicked. Adopt the icon-control recipe already used for the top bar in `layouts/application.html.erb`: add `hover:bg-container-inset-hover` plus a radius alongside the existing colour shift. The token resolves to gray-100 / gray-700, so light and dark are both covered and no design system change is needed. Replaces the ad-hoc `p-0.5` / `w-5 h-5` sizing with a uniform 24px centred box, so the four controls present the same hover target and the same tint area. 24px matches the header's `text-base` line-height, so the row height is unchanged. The drag handle moves from `hidden lg:block` to `hidden lg:flex` rather than gaining a bare `flex`, which would have overridden `hidden` at the mobile breakpoint depending on utility order. * fix(dashboard): drop hover fill from the drag handle The grip is a grab surface, not a button — clicking it does nothing. A filled hover state reads as "clickable" and promises a click that never lands, so it keeps cursor-grab plus the colour shift and skips the background the genuinely clickable controls use. Stays on the same 24px box so the icons remain aligned with the widget-size control beside it. |
||
|
Erkan Doğan
|
32ab402d38 |
fix(snaptrade): sign bare TRANSFER activities by provider direction (#2792)
SnapTrade delivers payroll-deducted 401k contributions as type "TRANSFER" rather than "CONTRIBUTION", which normalize_cash_amount did not handle. The value fell through to the pass-through branch and was stored positive, violating the convention that inflows to an asset account are negative. That stored sign drove both reported symptoms. Entry#classification reads a positive amount as an expense, so the row rendered -$1,320.75 while the brokerage showed +$1,320.75. Balance::ReverseCalculator reads it as a value decrease, so walking backward from the provider-anchored current balance produced a steadily declining history despite a correct present-day total. TRANSFER_IN and TRANSFER_OUT encode direction in the type and can force the sign with .abs. A bare TRANSFER does not, so the provider's sign is the only directional signal available and is inverted into Sure's convention instead of being passed through. Scoped to TRANSFER specifically: CASH_TYPES is unreferenced, so every non-trade type reaches this method and broadening the else branch would silently flip SPLIT, MERGER, JOURNAL and others. Fixes #2756 Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
||
|
github-actions[bot]
|
f3afcf955a |
Bump version to next iteration after v0.7.3-alpha.5 release (#2791)
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> |
||
|
kianrafiee
|
40b18e8484 |
feat(reports): add net worth chart with breakdown tooltip (#2716)
* Add monthly net worth chart with group breakdown to Reports Adds a net worth trend chart to the Reports > Net Worth section, rendered in the same design scheme as the dashboard chart. The chart shows one data point per month across the period selected at the top of the Reports page, and its hover tooltip breaks the hovered month down into per-account-group balances (Cash, Investments, Credit Cards, Loans, etc.) under Assets and Liabilities headings with section totals. - BalanceSheet::NetWorthBreakdownSeriesBuilder builds the monthly series by running Balance::ChartSeriesBuilder per account group (grouped by accountable type), with liabilities reported as positive magnitudes and all-zero groups omitted; cached with the same invalidation pattern as the existing net worth series - net_worth_chart Stimulus controller extends the existing time_series_chart controller, overriding only data normalization and the tooltip template - Reports controller passes the series through the existing net_worth_metrics hash; tooltip headings reuse existing locale keys Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Address review: month-over-month tooltip deltas, Stimulus value labels - Recompute each chart point's trend from the previous monthly point instead of inheriting the raw series trend, which at a monthly interval compared the underlying balance row's own start/end and so reflected only the last balance update before the sample date (chatgpt-codex-connector). The first point has no prior month and renders the standard flat state. - Pass tooltip section labels to the Stimulus controller as declared values (data-*-value attributes) per coding guidelines (coderabbit) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
sure-admin
|
3d40d93bba | fix(schema): restore enable banking account columns |