Backend fixes:
- Fix duplicate AssistantResponseJob triggering causing duplicate AI responses
- UserMessage model already handles job triggering via after_create_commit callback
- Remove redundant job enqueue in chats_controller and messages_controller
Mobile app features:
- Implement complete AI chat interface and conversation management
- Add Chat, Message, and ToolCall data models
- Add ChatProvider for state management with polling mechanism
- Add ChatService to handle all chat-related API requests
- Add chat list screen (ChatListScreen)
- Add conversation detail screen (ChatConversationScreen)
- Refactor navigation structure with bottom navigation bar (MainNavigationScreen)
- Add settings screen (SettingsScreen)
- Optimize TransactionsProvider to support account filtering
Technical details:
- Implement message polling mechanism for real-time AI responses
- Support chat creation, deletion, retry and other operations
- Integrate Material Design 3 design language
- Improve user experience and error handling
Co-authored-by: dwvwdv <dwvwdv@protonmail.com>
* Generic LLMs improvements
1. app/models/provider/openai/auto_categorizer.rb:535-540
- If description is blank, now falls back to merchant name
2. app/models/provider/openai/auto_merchant_detector.rb:492-498
- Now includes merchant first, then description (joined with " - ")
* FIX linter
The TotalsRow struct was expanded from 5 to 6 fields in commit a4f70f4
(adding is_uncategorized_investment), but cached data from the old
5-field struct causes "struct size differs" errors when deserialized.
This adds a cache version ("v2") to the totals_query cache key to
invalidate all old cached structs and force recalculation with the
new 6-field definition.
Fixes: TypeError (struct IncomeStatement::Totals::TotalsRow not compatible (struct size differs))
Co-authored-by: Claude <noreply@anthropic.com>
* feat(zh-TW): add Traditional Chinese localization support
Integrates comprehensive zh-TW locale files across UI, models, emails, and helpers.
Updates language mapping for Chinese (Traditional) and adds translations for various modules.
Establishes full Traditional Chinese support in the app.
* feat(locales): add zh-TW translations
Add comprehensive Traditional Chinese (zh-TW) translations for UI, defaults,
Doorkeeper, mailers, models, and views to provide full Taiwanese localization
and improve wording consistency.
Replace and update several existing zh-TW entries for clarity and consistency.
Also expose the Postgres port in the example compose for easier local
development and apply minor locale/typo/whitespace fixes.
* feat(locales): add zh-TW translations
Add Traditional Chinese (zh-TW) locale files across many views and settings
to provide Taiwanese localization. Introduce updated translations for
authentication, onboarding, settings, integrations (Plaid, SimpleFin,
Lunch Flow), accounts, reports, and various resource pages.
Remove or replace legacy locale files to align with the revamped i18n
structure and copy organization. This enables full zh-TW support for the UI.
* chore(docker): remove published Postgres port
Remove the published Postgres port mapping (5432) from the example
docker-compose file to avoid exposing the database to the host and to
prevent accidental port conflicts. Keeps the example more secure and
focused on internal service networking.
* docs(i18n): 統一 SimpleFIN 在繁體中文翻譯的大小寫
將 zh-TW 翻譯中所有出現的 "SimpleFin" 更新為品牌正確的 "SimpleFIN"，
包含標題、提示文字、成功/錯誤訊息及表單標籤，以維持品牌名稱一致性
並提升使用者介面的翻譯準確性。
* Add pending transaction handling and duplicate reconciliation logic
- Implemented logic to exclude pending transactions from budgets and analytics calculations.
- Introduced mechanisms for reconciling pending transactions with posted versions.
- Added duplicate detection with support for merging or dismissing matches.
- Updated transaction search filters to include a `status_filter` for pending/confirmed transactions.
- Introduced UI elements for reviewing and resolving duplicates.
- Enhanced `ProviderSyncSummary` with stats for reconciled and stale pending transactions.
* Refactor translation handling and enhance transaction and sync logic
- Moved hardcoded strings to locale files for improved translation support.
- Refined styling for duplicate transaction indicators and sync summaries.
- Improved logic for excluding stale pending transactions and updating timestamps on batch exclusion.
- Added unique IDs to status filters for better element targeting in UI.
- Optimized database queries to avoid N+1 issues in stale pending calculations.
* Add sync settings and enhance pending transaction handling
- Introduced a new "Sync Settings" section in hosting settings with UI to toggle inclusion of pending transactions.
- Updated handling of pending transactions with improved inference logic for `posted=0` and `transacted_at` in processors.
- Added priority order for pending transaction inclusion: explicit argument > environment variable > runtime configurable setting.
- Refactored settings and controllers to store updated sync preferences.
* Refactor sync settings and pending transaction reconciliation
- Extracted logic for pending transaction reconciliation, stale exclusion, and unmatched tracking into dedicated methods for better maintainability.
- Updated sync settings to infer defaults from multiple provider environment variables (`SIMPLEFIN_INCLUDE_PENDING`, `PLAID_INCLUDE_PENDING`).
- Refined UI and messaging to handle multi-provider configurations in sync settings.
# Conflicts:
# app/models/simplefin_item/importer.rb
* Debounce transaction reconciliation during imports
- Added per-run reconciliation debouncing to prevent repeated scans for the same account during chunked history imports.
- Trimmed size of reconciliation stats to retain recent details only.
- Introduced error tracking for reconciliation steps to improve UI visibility of issues.
* Apply ABS() in pending transaction queries and improve error handling
- Updated pending transaction logic to use ABS() for consistent handling of negative amounts.
- Adjusted amount bounds calculations to ensure accuracy for both positive and negative values.
- Refined exception handling in `merge_duplicate` to log failures and update user alert.
- Replaced `Date.today` with `Date.current` in tests to ensure timezone consistency.
- Minor optimization to avoid COUNT queries by loading limited records directly.
* Improve error handling in duplicate suggestion and dismissal logic
- Added exception handling for `store_duplicate_suggestion` to log failures and prevent crashes during fuzzy/low-confidence matches.
- Enhanced `dismiss_duplicate` action to handle `ActiveRecord::RecordInvalid` and display appropriate user alerts.
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* Add liability balance normalization logic with comprehensive tests
- Updated `SimplefinAccount::Processor` to normalize liability balances based on observed values, ensuring correct handling of debts and overpayments.
- Enhanced `SimplefinItem::Importer` to apply similar normalization rules during imports, improving consistency.
- Added multiple test cases in `SimplefinAccountProcessorTest` to validate edge cases for liabilities and mixed-sign scenarios.
- Introduced helper methods (`to_decimal`, `same_sign?`) to simplify numeric operations in normalization logic.
* Add overpayment detection for liabilities with heuristic-based classification
- Introduced `SimplefinAccount::Liabilities::OverpaymentAnalyzer` to classify liability balances as credit, debt, or unknown using transaction history.
- Updated `SimplefinAccount::Processor` and `SimplefinItem::Importer` to integrate heuristic-based balance normalization with fallback logic for ambiguous cases.
- Added comprehensive unit tests in `OverpaymentAnalyzerTest` to validate classification logic and edge cases.
- Enhanced logging and observability around classification results and fallback scenarios.
* Refactor liability handling for better fallback consistency
- Updated `sticky_key` method in `OverpaymentAnalyzer` to handle missing `@sfa.id` with a default value.
- Enhanced `SimplefinAccount::Processor` to use `with_indifferent_access` for `raw_payload` and `org_data`, improving robustness in liability type inference.
* Extract numeric helper methods into `SimplefinNumericHelpers` concern and apply across models
- Moved `to_decimal` and `same_sign?` methods into a new `SimplefinNumericHelpers` concern for reuse.
- Updated `OverpaymentAnalyzer`, `Processor`, and `Importer` to include the concern and remove redundant method definitions.
- Added empty fixtures for `simplefin_accounts` and `simplefin_items` to ensure test isolation.
- Refactored `OverpaymentAnalyzerTest` to reduce fixture dependencies and ensure cleanup of created records.
* Refactor overpayment detection logic for clarity and fallback consistency
- Simplified `enabled?` method in `OverpaymentAnalyzer` for clearer precedence order (Setting > ENV > default).
- Added `parse_bool` helper to streamline boolean parsing.
- Enhanced error handling with detailed logging for transaction gathering failures.
- Improved `sticky_key` method to use a temporary object ID fallback when `@sfa.id` is missing.
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* Implement API v1 Imports controller
- Add Api::V1::ImportsController with index, show, and create actions
- Add Jbuilder views for index and show
- Add integration tests
- Implement row generation logic in create action
- Update routes
* Validate import account belongs to family
- Add validation to Import model to ensure account belongs to the same family
- Add regression test case in Api::V1::ImportsControllerTest
* updating docs to be more detailed
* Rescue StandardError instead of bare rescue in ImportsController
* Optimize Imports API and fix documentation
- Implement rows_count counter cache for Imports
- Preload rows in Api::V1::ImportsController#show
- Update documentation to show correct OAuth scopes
* Fix formatting in ImportsControllerTest
* Permit all import parameters and fix unknown attribute error
* Restore API routes for auth, chats, and messages
* removing pr summary
* Fix trailing whitespace and configured? test failure
- Update Import#configured? to use rows_count for performance and consistency
- Mock rows_count in TransactionImportTest
- Fix trailing whitespace in migration
* Harden security and fix mass assignment in ImportsController
- Handle type and account_id explicitly in create action
- Rename import_params to import_config_params for clarity
- Validate type against Import::TYPES
* Fix MintImport rows_count update and migration whitespace
- Update MintImport#generate_rows_from_csv to update rows_count counter cache
- Fix trailing whitespace and final newline in AddRowsCountToImports migration
* Implement full-screen Drag and Drop CSV import on Transactions page
- Add DragAndDropImport Stimulus controller listening on document
- Add full-screen overlay with icon and text to Transactions index
- Update ImportsController to handle direct file uploads via create action
- Add system test for drag and drop functionality
* Implement Drag and Drop CSV upload on Import Upload page
- Add drag-and-drop-import controller to import/uploads/show
- Add full-screen overlay to import/uploads/show
- Annotate upload form and input with drag-and-drop targets
- Add PR_SUMMARY.md
* removing pr summary
* Add file validation to ImportsController
- Validate file size (max 10MB) and MIME type in create action
- Prevent memory exhaustion and invalid file processing
- Defined MAX_CSV_SIZE and ALLOWED_MIME_TYPES in Import model
* Refactor dragLeave logic with counter pattern to prevent flickering
* Extract shared drag-and-drop overlay partial
- Create app/views/imports/_drag_drop_overlay.html.erb
- Update transactions/index and import/uploads/show to use the partial
- Reduce code duplication in views
* Update Brakeman and harden ImportsController security
- Update brakeman to 7.1.2
- Explicitly handle type assignment in ImportsController#create to avoid mass assignment
- Remove :type from permitted import parameters
* Fix trailing whitespace in DragAndDropImportTest
* Don't commit LLM comments as file
* FIX add api validation
---------
Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: sokie <sokysrm@gmail.com>
* FIX issue with stock price retrieval on weekend
* make weekend provisional and increase lookback
* FIX query error
* fix gap fill
The bug: When a price is provisional but the provider doesn't return a new value (weekends), we fall back to the existing DB value instead of gap-filling from Friday's correct price.
* Update importer.rb
Align provider fetch to use PROVISIONAL_LOOKBACK_DAYS for consistency. In the DB fallback, derive currency from provider_prices or db_prices and filter the query accordingly.
* Update 20260110122603_mark_suspicious_prices_provisional.rb
* Delete db/migrate/20260110122603_mark_suspicious_prices_provisional.rb
Signed-off-by: soky srm <sokysrm@gmail.com>
* Update importer.rb
* FIX tests
* FIX last tests
* Update importer_test.rb
The test doesn't properly force effective_start_date to skip old dates because there are many missing dates between the old date and recent dates. Let me fix it to properly test the subset processing scenario.
---------
Signed-off-by: soky srm <sokysrm@gmail.com>
* Add shared sync statistics collection and provider sync summary UI
- Introduced `SyncStats::Collector` concern to centralize sync statistics logic, including account, transaction, holdings, and health stats collection.
- Added collapsible `ProviderSyncSummary` component for displaying sync summaries across providers.
- Updated syncers (e.g., `LunchflowItem::Syncer`) to use the shared collector methods for consistent stats calculation.
- Added rake tasks under `dev:sync_stats` for testing and development purposes, including fake stats generation with optional issues.
- Enhanced provider-specific views to include sync summaries using the new shared component.
* Refactor `ProviderSyncSummary` to improve maintainability
- Extracted `severity_color_class` to simplify severity-to-CSS mapping.
- Replaced `holdings_label` with `holdings_label_key` for streamlined localization.
- Updated locale file to separate `found` and `processed` translations for clarity.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Problem:
Transactions were silently failing to import when the provider (e.g.,
Lunchflow) returned merchant names with inconsistent casing.
Root cause discovered when:
1. User A connected their account, synced transactions with merchant "JOHN DOE"
2. User A disconnected their account (but ProviderMerchant records persist)
3. User B connected their account
4. User B had a transaction to the same person but provider returned it as
"John Doe" (different casing)
5. Lookup by (source, name) failed to find existing "JOHN DOE" merchant
6. Tried to create new merchant with same provider_merchant_id (derived from
MD5 of lowercased name) → unique constraint violation
7. Transaction import failed silently
Impact:
- Missing transactions caused incorrect account balances (showing negative
when they shouldn't)
- Balance chart displayed incorrect historical data
- Users saw fewer transactions than actually existed in their bank
Solution:
Look up merchants by provider_merchant_id first (the stable, case-insensitive
identifier derived from the normalized merchant name), then fall back to exact
name match for backwards compatibility.
* Fix linked account balance currency mismatch
When linking accounts from providers (Lunchflow, SimpleFIN, Enable Banking),
the initial sync was creating balances before the correct currency was known.
This caused:
1. Opening anchor entry created with default currency (USD/EUR)
2. First sync created balances with wrong currency
3. Later syncs created balances with correct currency
4. Both currency balances existed, charts showed wrong (zero) values
Changes:
- Add `skip_initial_sync` parameter to `Account.create_and_sync`
- Skip initial sync for linked accounts (provider sync handles it)
- Add currency filter to ChartSeriesBuilder query to only fetch
balances matching the account's current currency
* Add migration script and add tests
* Update schema.rb
---------
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
* Add stale account detection and handling in SimpleFin setup
- Introduced UI for managing stale accounts during SimpleFin setup.
- Added logic to detect accounts no longer provided by SimpleFin.
- Implemented actions to delete, move transactions, or skip stale accounts.
- Updated `simplefin_items_controller` with stale account processing and handling.
- Enhanced tests to validate stale account scenarios, including detection, deletion, moving transactions, and skipping.
* Update SimpleFin to SimpleFIN in locale file
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Silly changes break things ...
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* Refactor stale account processing and UI handling
- Moved `target_account.sync_later` to execute after commit for proper recalculation of balances.
- Added additional safeguard in JavaScript to check for `moveRadioTarget` before updating target visibility.
* More silly capitalization changes
* Enhance stale account action handling in SimpleFIN setup
- Introduced `permitted_stale_account_actions` to validate and permit nested `stale_account_actions` parameters.
- Updated `complete_account_setup` to use the new method for safer processing.
- Corrected capitalization in SimpleFIN update success and error messages.
* Add error tracking and UI feedback for stale account actions
- Updated `process_stale_account_actions` to track errors for delete and move actions.
- Enhanced UI to display success and error messages for stale account processing.
- Implemented destruction of conflicting transfers during account move to maintain data integrity.
* Refactor transfer destruction and improve SimpleFIN account setup messages
- Updated `simplefin_items_controller` to use `find_each(&:destroy!)` for transfer deletions, ensuring callbacks are invoked.
- Enhanced localization for success messages in account creation to handle singular and plural cases.
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* Add tests and logic for zero balance handling and inactivity detection
- Updated `SimplefinItem::ImporterInactiveTest` to include cases for chunked imports, credit cards, and loans.
- Added logic to skip zero balance detection for liability accounts (e.g., credit cards, loans).
- Ensured zero balance runs are counted only once per sync to avoid false positives during chunked imports.
* Add nil safety
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* Fix investments retrieval
Problem Summary
Stock prices for securities like European stocks become stale because:
1. sync_all_accounts runs at 2:22 UTC (before European markets open)
2. Provider doesn't have today's price yet, so importer gap-fills with LOCF (yesterday's price)
3. Later import_market_data at 22:00 UTC sees all prices exist and skips fetching
4. Real closing price is never retrieved
Solution Overview
Add a provisional boolean column to mark gap-filled prices that should be re-fetched.
* Update schema.rb
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add tests and update logic for processing SimpleFIN investment transactions
- Added `SimplefinAccount::Transactions::ProcessorInvestmentTest` to validate dividend transaction processing, transaction linking, and stale linkage repairs.
- Enhanced `SimplefinItem#process_accounts` with stale linkage repair logic and detailed logging for unlinked accounts with transactions.
- Updated `SimplefinAccount::Transactions::Processor` for improved logging and error handling during transaction processing.
- Adjusted `SimplefinItem::Importer` to log detailed account and transaction information and use extended sync windows for investment accounts.
* Refactor `SimplefinItem#process_accounts` to use direct queries for fresh data and streamline stale linkage repair logic; update tests for improved coverage and clarity.
* Improve stale linkage repair logic in `SimplefinItem#repair_stale_linkages`
- Updated to handle multiple linked accounts matching the same unlinked account by selecting the first match.
- Added detailed logging to warn about multiple matches for easier debugging.
* Include `:linked_account` in `SimplefinItem#process_accounts` queries for more comprehensive account data processing.
* Expand `merge_transactions` logic with composite key fallback for deduplication; document edge cases.
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* Feat(CoinStats): Scaffold implementation, not yet functional
* Feat(CoinStats): Implement crypto wallet balance and transactions
* Feat(CoinStats): Add tests, Minor improvements
* Feat(CoinStats): Utilize bulk fetch API endpoints
* Feat(CoinStats): Migrate strings to i8n
* Feat(CoinStats): Fix error handling in wallet link modal
* Feat(CoinStats): Implement hourly provider sync job
* Feat(CoinStats): Generate docstrings
* Fix(CoinStats): Validate API Key on provider update
* Fix(Providers): Safely handle race condition in merchance creation
* Fix(CoinStats): Don't catch system signals in account processor
* Fix(CoinStats): Preload before iterating accounts
* Fix(CoinStats): Add no opener / referrer to API dashboard link
* Fix(CoinStats): Use strict matching for symbols
* Fix(CoinStats): Remove dead code in transactions importer
* Fix(CoinStats): Avoid transaction fallback ID collisions
* Fix(CoinStats): Improve Blockchains fetch error handling
* Fix(CoinStats): Enforce NOT NULL constraint for API Key schema
* Fix(CoinStats): Migrate sync status strings to i8n
* Fix(CoinStats): Use class name rather than hardcoded string
* Fix(CoinStats): Use account currency rather than hardcoded USD
* Fix(CoinStats): Migrate from standalone to Provider class
* Fix(CoinStats): Fix test failures due to string changes
* Add orphan pruning tests for Simplefin importer and implement pruning logic
- Introduced `SimplefinItem::ImporterOrphanPruneTest` to verify orphaned `SimplefinAccount` pruning scenarios.
- Added logic in `SimplefinItem::Importer` to remove orphaned `SimplefinAccounts` when upstream account IDs change.
- Ensured linked accounts via legacy FK or `AccountProvider` are preserved during pruning.
- Updated sync stats to track pruned accounts.
* Optimize SimplefinAccount query in importer to prevent N+1 issues
- Added eager-loading of `account` and `account_provider` associations when retrieving orphaned `SimplefinAccounts`.
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* Add tests and enhance logic for SimpleFin account synchronization and reconciliation
- Added retry logic with exponential backoff for network errors in `Provider::Simplefin`.
- Introduced tests to verify retry functionality and error handling for rate-limit, server errors, and stale data.
- Updated `SimplefinItem` to detect stale sync status and reconciliation issues.
- Enhanced UI to display stale sync warnings and data integrity notices.
- Improved SimpleFin account matching during updates with multi-tier strategy (ID, fingerprint, fuzzy match).
- Added transaction reconciliation logic to detect data gaps, transaction count drops, and duplicate transaction IDs.
* Introduce `SimplefinConnectionUpdateJob` for asynchronous SimpleFin connection updates
- Moved SimpleFin connection update logic to `SimplefinConnectionUpdateJob` to improve response times by offloading network retries, data fetching, and reconciliation tasks.
- Enhanced SimpleFin account matching with a multi-tier strategy (ID, fingerprint, fuzzy name match).
- Added retry logic and bounded latency for token claim requests in `Provider::Simplefin`.
- Updated tests to cover the new job flow and ensure correct account reconciliation during updates.
* Remove unused SimpleFin account matching logic and improve error handling in `SimplefinConnectionUpdateJob`
- Deleted the multi-tier account matching logic from `SimplefinItemsController` as it is no longer used.
- Enhanced error handling in `SimplefinConnectionUpdateJob` to gracefully handle import failures, ensuring orphaned items can be manually resolved.
- Updated job flow to conditionally set item status based on the success of import operations.
* Fix SimpleFin sync: check both legacy FK and AccountProvider for linked accounts
* Add crypto, checking, savings, and cash account detection; refine subtype selection and linking
- Enhanced `Simplefin::AccountTypeMapper` to include detection for crypto, checking, savings, and standalone cash accounts.
- Improved subtype selection UI with validation and warning indicators for missing selections.
- Updated SimpleFin account linking to handle both legacy FK and `AccountProvider` associations consistently.
- Refined job flow and importer logic for better handling of linked accounts and subtype inference.
* Improve `SimplefinConnectionUpdateJob` and holdings processing logic
- Fixed race condition in `SimplefinConnectionUpdateJob` by moving `destroy_later` calls outside of transactions.
- Updated fuzzy name match logic to use Levenshtein distance for better accuracy.
- Enhanced synthetic ticker generation in holdings processor with hash suffix for uniqueness.
* Refine SimpleFin entry processing logic and ensure `extra` data persistence
- Simplified pending flag determination to rely solely on provider-supplied values.
- Fixed potential stale values in `extra` by ensuring deep merge overwrite with `entry.transaction.save!`.
* Replace hardcoded fallback transaction description with localized string
* Refine pending flag logic in SimpleFin processor tests
- Adjust test to prevent falsely inferring pending status from missing posted dates.
- Ensure provider explicitly sets pending flag for transactions.
* Add `has_many :holdings` association to `AccountProvider` with `dependent: :nullify`
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Enhanced the appearance of the 'Cancel' and 'Export data' buttons by adding text and background color classes, as well as hover effects, for improved UI consistency.
* Initial plan
* Fix transaction name rule rendering and add tests
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
* Remove redundant integration tests for set_transaction_name
The functionality is already covered by existing unit tests in test/models/rule/action_test.rb. The core fix for this PR is the view rendering logic, not the action functionality.
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
* Localize placeholder text for rule action value input
Replace hardcoded "Enter a value" placeholder with localized t() lookup at lines 22 and 41 in app/views/rule/actions/_action.html.erb. Add corresponding translation key to config/locales/views/rules/en.yml under rules.actions.value_placeholder.
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
---------
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
* feat: Add toggle on mobile to show/hide checkboxes in transaction page
* fix: Add multi-select toggle also in activities page. Make JS controller compatible also in this view.
* feat: Add category in mobile view
* feat: Add mobile layout for transaction categories
* feat: Add margin for pagination on mobile
* fix: Ensure category exists when displaying the name
* fix: Adjust mobile paddings
* fix: Display "uncategorized" label if no category is set
* fix: Expand transaction name/subtitle
* feat: Add merchant name on desktop view
* feat: Move merchant name before account name
* fix: Add class to hide merchant on mobile
* feat: Add merchant logo on mobile
* fix: add pointer-events-none to merchant image on mobile view
* feat: toggle header checkbox in transaction page when button is clicked
* Remove unnecessary CSS class
* Remove duplicate CSS class
* Remove wrong Enable Banking logo URL
* Update app/views/transactions/_transaction.html.erb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
* Revert "Update app/views/transactions/_transaction.html.erb"
This reverts commit 9766c50a1d.
* Add translation for Loan Payment/Transfer
* Apply review comments
* Add accessible name for toggle based on review comments
* Use border instead of border-1 class
* Apply review comments
* Missing l10n key
---------
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields
* Add configuration and logic for dynamic SSO provider support and stricter JIT account creation
- Introduced `config/auth.yml` for centralized auth configuration and documentation.
- Added support for multiple SSO providers, including Google, GitHub, and OpenID Connect.
- Implemented stricter JIT SSO account creation modes (`create_and_link` vs `link_only`).
- Enabled optional restriction of JIT creation by allowed email domains.
- Enhanced OmniAuth initializer for dynamic provider setup and better configurability.
- Refined login UI to handle local login disabling and emergency super-admin override.
- Updated account creation flow to respect JIT mode and domain checks.
- Added tests for SSO account creation, login form visibility, and emergency overrides.
# Conflicts:
# app/controllers/sessions_controller.rb
* remove non-translation
* Refactor authentication views to use translation keys and update locale files
- Extracted hardcoded strings in `oidc_accounts/link.html.erb` and `sessions/new.html.erb` into translation keys for better localization support.
- Added missing translations for English and Spanish in `sessions` and `oidc_accounts` locale files.
* Enhance OmniAuth provider configuration and refine local login override logic
- Updated OmniAuth initializer to support dynamic provider configuration with `name` and scoped parameters for Google and GitHub.
- Improved local login logic to enforce stricter handling of super-admin override when local login is disabled.
- Added test for invalid super-admin override credentials.
* Document Google sign-in configuration for local development and self-hosted environments
---------
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* add zh-CN.yml for chinese
* The files appear to use CRLF line endings instead of LF (Unix-style).
* Add the missing entries to the zh-CN.yml file and include the Simplified Chinese option.
* Fix grammatical errors
Signed-off-by: jiang123574 <jiang123574@163.com>
* Update languages_helper.rb
Signed-off-by: jiang123574 <jiang123574@163.com>
* Update 'SimpleFin' to 'SimpleFIN' in translations
Signed-off-by: jiang123574 <jiang123574@163.com>
* update zh-CN.yml
* update zh-CN.yml
* add new zh-CN.yml
* CodeRabbit comments
* Enable Banking i18n
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Signed-off-by: jiang123574 <jiang123574@163.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Update SimpleFIN relinking flow and enhance duplicate account handling
- Updated logic to allow relinking of SimpleFIN accounts while preserving legacy mappings.
- Introduced clean-up logic to hide orphaned duplicate accounts after relinking.
- Enhanced UI to display current mappings for linked accounts.
- Improved test coverage for relinking scenarios and SimpleFIN account visibility.
* Localize SimpleFIN account selection messages and remove hardcoded text
- Added translations for user-facing messages in `select_existing_account` flow (`pt-BR` and `en` locales).
- Replaced hardcoded strings in the view with localized keys.
* Localize Enable Banking and SimpleFIN account linking messages; add support for investment accounts.
- Added translations for Enable Banking and SimpleFIN account linking flows.
- Updated views and controllers to replace hardcoded strings with localized keys.
- Introduced support for investment accounts in `Provider::LunchflowAdapter`.
- Enhanced relinking logic for SimpleFIN accounts and improved test coverage for related scenarios.
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Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
