Commit Graph
9 Commits
Author SHA1 Message Date
Juan José Mata fd6f4ff078 Add live AI checks to system health (#3155)
* Add live AI checks to system health

Give super admins a dedicated AI status view with bounded liveness probes for LLMs, vector stores, pgvector, and embedding endpoints. Record sanitized failures in both the system debug log and Rails logger, and document the recommended local configuration.\n\nCloses #3145

* Fix AI health CI checks

* Address AI health review feedback

* Correct Ollama model preload guidance

* Distinguish OpenAI-compatible providers

* Make Ollama startup readiness explicit

* Recognize Cloudflare AI endpoints
2026-08-24 22:41:08 +02:00
Josh ca66346dc5 feat: add safe admin user removal (#3131)
* feat: add safe admin user removal

* fix: address user removal review findings

* fix: close remaining user removal review gaps

* fix: handle deleted users during session creation

* fix: fail closed when session creation fails

* fix: reject token issuance for inactive users
2026-08-22 21:54:32 +02:00
6439a731ab feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1906)
* feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1481)

When the Sidekiq worker container isn't running — the most common Docker
Compose misconfiguration in self-hosted setups — every background job
silently never executes. Balance calculations, net-worth updates, and
account syncs stall. The UI shows zeros and "No balance data available
for this date" without explaining why (#1481, #1047).

Per jjmata's resolution on the issue, this PR ships both halves of the
fix in one pass:

1. A user-facing nudge banner that appears on every authenticated page
   when Sidekiq isn't processing jobs. Tells the user their data may be
   stale; doesn't pretend zeros are real.

2. An admin-only deep link from that banner into a new
   `/settings/admin/system_health` page (super-admin gated, matching the
   existing admin namespace contract) showing live Sidekiq state:
   process count, last heartbeat, max queue latency, job counters, and
   per-queue depth.

## What changed

- New `SidekiqHealth` PORO (`app/models/sidekiq_health.rb`) eagerly
  loads ProcessSet + Queue + Stats in one pass and exposes `healthy?`
  plus a stable `reason` symbol (`:redis_unreachable`,
  `:no_worker_processes`, `:stale_heartbeat`, `:queue_backed_up`).
  Any Redis/Sidekiq failure during the eager load is caught and
  surfaced as `:redis_unreachable` so a degraded broker never crashes
  the layout.

- `ApplicationController#current_sidekiq_health` memoizes a single
  instance per request via `helper_method` so the layout, banner
  partial, and any controller checks share one Redis round-trip.

- New `app/views/shared/_sidekiq_health_banner.html.erb` rendered from
  `_htmldoc.html.erb` when `Current.user` is present and the health
  check is failing. Banner shows the user-facing message to everyone;
  the "View system health" CTA + reason detail are gated on
  `Current.user&.super_admin?`.

- New `Admin::SystemHealthController#show` (inherits the existing
  `Admin::BaseController`, so super-admin gating is enforced for free)
  + view rendering status, counters, and per-queue breakdown.

- Routes: `resource :system_health, only: :show` inside the existing
  `namespace :admin`.

- Settings nav: new "System health" entry under the Advanced section,
  gated on `super_admin?` to match `sso_providers_label` and
  `users_label`.

- i18n: new `shared.sidekiq_health_banner.*` keys (title, body, CTA,
  per-reason explanations) and a full `admin.system_health.show.*`
  namespace for the new admin page. English-only, matching how
  `ds.pill.*` and other DS keys are scoped.

## Why

- jjmata: "Let's take both approaches ... a nudge about 'data
  unavailable' which hyperlinks to the admin UI if you are an admin
  only (not for other types of users) sounds like the best path forward.
  **Any takers for the PR?**" (#1481)
- smurfpandey: "We can add a section in Settings for superadmins to see
  'health' of the application/host."
- The detection signal is conservative on purpose:
  - `PROCESS_HEARTBEAT_TIMEOUT = 2.minutes` tolerates deploy restarts
    and brief Redis blips without flapping.
  - `LATENCY_THRESHOLD = 5.minutes` is well above the sync-job tail
    under default `config/sidekiq.yml` concurrency.

## Validation

This worktree runs on Windows without a local Ruby toolchain, so I
could not run `bin/rubocop`, `bundle exec erb_lint`, `bin/brakeman`, or
`bin/rails test` locally. CI will run the full matrix on the PR:

- `lint` — `bin/rubocop -f github`
- `lint_js` — `npm run lint` (no JS touched, should be green)
- `scan_ruby` — `bin/brakeman --no-pager`
- `scan_js` — `bin/importmap audit`
- `test_unit` — `bin/rails test` (includes 7 new tests under
  `test/models/sidekiq_health_test.rb` and 4 new under
  `test/controllers/admin/system_health_controller_test.rb`)
- `test_system` — `DISABLE_PARALLELIZATION=true bin/rails test:system`
- `pipelock` — secret + agent-security diff scan

Manual checks done in this worktree:

- Re-read `CONTRIBUTING.md` and `.cursor/rules/project-conventions.mdc`.
  PORO under `app/models/` per Convention 2. No new gem dependency per
  Convention 1. Banner uses semantic tokens (`bg-warning/10`,
  `text-warning`) per the design-system rules. No `lucide_icon` direct
  call — uses the `icon` helper per CLAUDE.md.
- Confirmed `Sidekiq::ProcessSet` / `Sidekiq::Queue` / `Sidekiq::Stats`
  are the same APIs Sidekiq 7+ exposes (we're on Sidekiq 8.x per the
  `Gemfile.lock` comment in `config/initializers/sidekiq.rb`).
- Tests stub `Sidekiq::ProcessSet.new` / `Sidekiq::Queue.all` /
  `Sidekiq::Stats.new` so the suite doesn't need Redis populated.
- The admin route lives inside the existing `namespace :admin` so
  `Admin::BaseController#require_super_admin!` enforces auth — no new
  authorization surface added.

## Notes

- No public API endpoints, no rswag specs, no OpenAPI changes.
- No migrations, no model changes outside the new PORO.
- No background jobs touched.
- English-only locale entry, mirroring the `ds.*` / `admin.invitations.*`
  precedent in this repo. Other locales fall back to English.
- Detection thresholds are constants on `SidekiqHealth` so they're easy
  to tune from a follow-up PR if the defaults turn out to flap on any
  real-world deployment.
- The banner positions itself at `top-20` (below the impersonation /
  super-admin bars) and uses `z-40` (below the `z-50` notification
  tray). Single-screen overlap with mobile flash toasts is acceptable
  for V1.

Refs: #1481, #1047

* fix(self-hosting): address review on Sidekiq health PR (#1481)

- `Admin::SystemHealthController#show` now reads from the request-memoized
  `current_sidekiq_health` instead of building a fresh `SidekiqHealth.new`,
  so the controller and the layout banner share one Redis round-trip.
- `SidekiqHealth#reason` now treats `last_heartbeat_at.nil?` the same as a
  stale beat: a registered process that hasn't published a heartbeat is
  not "healthy". Previously the check short-circuited on the nil guard
  and silently fell through to the queue-latency branch. Added a unit
  test covering the `ProcessSet` entry with `"beat" => nil` case.
- Settings nav: switched the "System health" entry's icon from `activity`
  to `heart-pulse` so it no longer duplicates the LLM Usage icon.
- Routes: dropped the redundant `controller: "system_health"` option from
  the `resource :system_health` declaration — Rails infers
  `Admin::SystemHealthController` from the namespace, matching the style
  of the sibling `:sso_providers`, `:users`, `:invitations`, and
  `:families` admin resources.

* fix(self-hosting): scope + cache Sidekiq health, admin-only banner (#1481)

Addresses the second round of maintainer review on the Sidekiq health PR.

- Skip the check entirely in managed mode. `current_sidekiq_health`
  returns `nil` unless `Rails.application.config.app_mode.self_hosted?`,
  so authenticated requests in managed deployments add zero Redis
  round-trips for this feature.
- Cache the snapshot across requests via `SidekiqHealth.current`
  (Rails.cache, TTL `CACHE_TTL` = 60s default, env-overridable). The
  per-request memoization on `ApplicationController` is preserved on
  top, so even back-to-back self-hosted pages share one fetch.
- Make thresholds operator-tunable. `PROCESS_HEARTBEAT_TIMEOUT`,
  `LATENCY_THRESHOLD`, and the new `CACHE_TTL` read from
  `SIDEKIQ_HEALTH_HEARTBEAT_TIMEOUT`, `SIDEKIQ_HEALTH_LATENCY_THRESHOLD`,
  and `SIDEKIQ_HEALTH_CACHE_TTL` env vars (seconds), with the previous
  values as defaults. Comments now explain the tuning rationale.
- Gate the banner on `Current.user&.super_admin?` at the layout level
  rather than rendering a vague warning to family members who can't
  act on it. The partial no longer carries an internal admin check
  since the call site does it; non-admins see nothing.
- Replace the hard-coded `top-20` offset with a computed offset based
  on which impersonation bars are visible (`top-4` / `top-20` / `top-36`)
  so the banner doesn't collide with the super-admin or approval bars
  when both are stacked above it.
- `Admin::SystemHealthController#show` now bypasses the cache
  (`SidekiqHealth.expire_cache!` + `SidekiqHealth.new`) so an operator
  who just restarted the worker sees fresh state instead of a stale
  60-second snapshot. Also lets the page render in managed mode where
  `current_sidekiq_health` is nil.
- Tests: add coverage for `.current` cache reuse and `.expire_cache!`
  forcing a re-query, swapping `Rails.cache` to a MemoryStore since the
  test env defaults to `:null_store`.

* fix(self-hosting): route singular resource + drop assert_same on cached snapshot (#1481)

Two CI failures surfaced once the full pipeline ran on this branch for
the first time (it was gated on contributor approval until d04b78e):

- Admin system-health controller tests returned 404. Singular
  `resource :system_health` in `config/routes.rb` makes Rails infer
  `Admin::SystemHealthsController` (it pluralizes the controller name
  even for singular resources), but the controller file is named
  `system_health_controller.rb` / `Admin::SystemHealthController`.
  Restore the explicit `controller: "system_health"` override that
  the previous "address review" commit dropped on the (mistaken)
  premise that Rails would infer it from the namespace — the sibling
  admin routes all use plural `resources` so they round-trip cleanly,
  this one doesn't. Comment now spells the gotcha out so the next
  reviewer doesn't try to "simplify" it again.
- `SidekiqHealthTest#test_current_memoizes_across_calls_inside_the_cache_TTL`
  used `assert_same` on the two returns from `SidekiqHealth.current`.
  `ActiveSupport::Cache::MemoryStore` defaults to `dup_values: true`
  and Marshals on read, so a cache hit returns an `==`-equal but
  `equal?`-different instance. Replace the identity check with the
  behavioral assertion we actually care about: re-stub `ProcessSet`
  to raise on the second call, then assert the second `current`
  return is still healthy (proving Redis was not re-queried).

* fix(i18n): drop redundant inline default on system_health nav label (#1481)

`system_health_label` is already defined in
config/locales/views/settings/en.yml, so the inline
`default: "System health"` was a hard-coded English string in the
template (DS Drift Patrol Rule 5). Use the bare locale lookup like the
sibling nav entries.

---------

Co-authored-by: John Baillie <johnbaillie2007@gmail.com>
Co-authored-by: Khaostica <256858950+Khaostica@users.noreply.github.com>
2026-08-22 07:17:29 +02:00
Juan José Mata 172301f875 Fix SSO provider settings updates (#2210) 2026-06-06 09:14:50 +02:00
Juan José MataandClaude 02af8463f6 Administer invitations in /admin/users (#1185)
* Add invited users with delete button to admin users page

Shows pending invitations per family below active users in /admin/users/.
Each invitation row has a red Delete button aligned with the role column.
Alt/option-clicking any Delete button changes all invitation button labels
to "Delete All" and destroys all pending invitations for that family.

- Add admin routes: DELETE /admin/invitations/:id and DELETE /admin/families/:id/invitations
- Add Admin::InvitationsController with destroy and destroy_all actions
- Load pending invitations grouped by family in users controller index
- Render invitation rows in a dashed-border tbody below active user rows
- Add admin-invitation-delete Stimulus controller for alt-click behavior
- Add i18n strings for invitation UI and flash messages

https://claude.ai/code/session_01F8WaH5TmtdUWwhHnVoQ6Gm

* Fix destroy_all using params[:id] from member route

The member route /admin/families/:id/invitations sets params[:id],
not params[:family_id], so Family.find was always receiving nil.

https://claude.ai/code/session_01F8WaH5TmtdUWwhHnVoQ6Gm

* Fix translation key in destroy_all to match locale

t(".success_all") looked up a nonexistent key; the locale defines
admin.invitations.destroy_all.success, so t(".success") is correct.

https://claude.ai/code/session_01F8WaH5TmtdUWwhHnVoQ6Gm

* Scope bulk delete to pending invitations and allow re-inviting emails

- destroy_all now uses family.invitations.pending.destroy_all so accepted
  and expired invitation history is preserved
- Replace blanket email uniqueness validation with a custom check scoped
  to pending invitations only, so the same email can be invited again
  after an invitation is deleted or expires

https://claude.ai/code/session_01F8WaH5TmtdUWwhHnVoQ6Gm

* Drop unconditional unique DB index on invitations(email, family_id)

The model-level uniqueness check was already scoped to pending
invitations, but the blanket unique index on (email, family_id)
still caused ActiveRecord::RecordNotUnique when re-inviting an
email that had any historical invitation record in the same family
(e.g. after an accepted invite or after an account deletion).

Replace it with no DB-level unique constraint — the
no_duplicate_pending_invitation_in_family model validation is the
sole enforcer and correctly scopes uniqueness to pending rows only.

https://claude.ai/code/session_01F8WaH5TmtdUWwhHnVoQ6Gm

* Replace blanket unique index with partial unique index on pending invitations

Instead of dropping the DB-level uniqueness constraint entirely, replace
the unconditional unique index on (email, family_id) with a partial unique
index scoped to WHERE accepted_at IS NULL. This enforces the invariant at
the DB layer (no two non-accepted invitations for the same email in a
family) while allowing re-invites once a prior invitation has been accepted.

https://claude.ai/code/session_01F8WaH5TmtdUWwhHnVoQ6Gm

* Fix migration version and make remove_index reversible

- Change Migration[8.0] to Migration[7.2] to match the rest of the codebase
- Pass column names to remove_index so Rails can reconstruct the old index on rollback

https://claude.ai/code/session_01F8WaH5TmtdUWwhHnVoQ6Gm

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
2026-03-14 11:32:33 +01:00
Juan José Mata 7fce804c89 Group users by family in /admin/users (#1139)
* Display user admins grouped

* Start family/groups collapsed

* Sort by number of transactions

* Display subscription status

* Fix tests

* Use Stimulus
2026-03-06 23:38:25 +01:00
Juan José Mata 06fedb34f3 Add new columns and sorting to admin users list (#1004)
* Add trial end date to admin users list

* Add new columns

* Regression
2026-02-16 20:10:14 +01:00
LPWandJosh Waldrep 320e087a22 Add support for displaying and managing legacy SSO providers (#628)
* feat: add support for displaying and managing legacy SSO providers

- Introduced UI section for environment/YAML-configured SSO providers.
- Added warnings and guidance on migrating legacy providers to database-backed configuration.
- Enhanced localization with new keys for legacy provider management.
- Updated form and toggle components for improved usability.

* Expand SSO documentation: add SAML 2.0 support, JIT provisioning settings, super-admin setup steps, audit logging, and user administration details.

* Update JIT provisioning docs: clarify role mapping behavior and add examples; note new `logout_idp` audit log event.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-13 09:37:19 +01:00
Josh Waldrep 14993d871c feat: comprehensive SSO/OIDC upgrade with enterprise features
Multi-provider SSO support:
   - Database-backed SSO provider management with admin UI
   - Support for OpenID Connect, Google OAuth2, GitHub, and SAML 2.0
   - Flipper feature flag (db_sso_providers) for dynamic provider loading
   - ProviderLoader service for YAML or database configuration

   Admin functionality:
   - Admin::SsoProvidersController for CRUD operations
   - Admin::UsersController for super_admin role management
   - Pundit policies for authorization
   - Test connection endpoint for validating provider config

   User provisioning improvements:
   - JIT (just-in-time) account creation with configurable default role
   - Changed default JIT role from admin to member (security)
   - User attribute sync on each SSO login
   - Group/role mapping from IdP claims

   SSO identity management:
   - Settings::SsoIdentitiesController for users to manage connected accounts
   - Issuer validation for OIDC identities
   - Unlink protection when no password set

   Audit logging:
   - SsoAuditLog model tracking login, logout, link, unlink, JIT creation
   - Captures IP address, user agent, and metadata

   Advanced OIDC features:
   - Custom scopes per provider
   - Configurable prompt parameter (login, consent, select_account, none)
   - RP-initiated logout (federated logout to IdP)
   - id_token storage for logout

   SAML 2.0 support:
   - omniauth-saml gem integration
   - IdP metadata URL or manual configuration
   - Certificate and fingerprint validation
   - NameID format configuration
2026-01-03 17:56:42 -05:00