Commit Graph
21 Commits
Author SHA1 Message Date
f0a0013da9 fix(charts): round series values to the currency's display precision (#3091)
* fix(charts): round chart values to the currency's display precision

Charts are drawn from the serialized amounts, not from the formatted strings,
so a sub-unit residue plotted as a visible move between two points that both
read $0.00, and the trend between them reported a change. Round in
`Series#as_json` so the series values stay exact for insights, goals and the
assistant.

Also hide the percentage when the previous value is zero, since that makes it
infinite.

* fix(charts): round the two payloads that bypass Series#as_json

`NetWorthBreakdownSeriesBuilder` builds its payload by hand, so the reports
chart never went through the rounding added in `Series#as_json` and still
plotted raw amounts: adjacent points printing the same value rendered a
visible move, and the tooltip it inherits reported a change between them.

`Series#trend` had the same gap on the server side. It is rendered right above
the chart by `UI::Account::Chart` and by the reports summary, so an account
going from 0 to a sub-cent residue showed a coloured $0.00 change next to a
flat line.

Rounding the trend can make a previously finite percentage infinite, so guard
the three views that render `percent_formatted` without checking, as
`shared/_trend_change` already does.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(charts): address net worth review comments

* fix(charts): tighten rounded trend handling

* fix(reports): restore positive sign in print trend

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-authored-by: sure-admin <sure-admin@splashblot.com>
2026-08-22 04:30:23 +02:00
markhainesandClaude Opus 5 5a0723bb84 fix(generators): stop provider:family emitting a broken migration and invalid enum (#3047)
* fix(generators): stop provider:family emitting a broken migration and invalid enum

Two bugs in the per-family provider generator, both of which stop the generated code
from running at all.

1. Duplicate migration columns. The items table already defines institution_id,
   institution_name, status and others, but any matching field passed on the command
   line was emitted a second time in the provider-specific block, so db:migrate aborted
   with "you can't define an already defined column". Reserved names are now filtered
   out of that block, with a notice, since the standard column serves the same purpose.

2. Invalid Ruby in the source enums. The patcher appended the new entry directly before
   the closing brace. In a multi-line hash the previous entry is followed by a newline,
   so the inserted text landed on its own line after Ruby had already ended the
   expression, producing:

       redbark: "redbark"
     , gocardless: "gocardless"}

   data_enrichment.rb then failed to parse, surfacing later as a confusing eager-load
   error rather than anything pointing at the generator. The comma is now attached to
   the final entry and the new entry indented to match its siblings. The single-line
   form used by provider_merchant.rb is preserved.

Found while adding a GoCardless provider; both reproduce with any invocation of
rails g provider:family.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(generators): add the syncable scope the family syncer requires

The generated item model includes Syncable, so Family::Syncer's reflective discovery
picks up the new `*_items` association and calls `syncable` on it. The template never
defined that scope, so a freshly generated provider raises

    NoMethodError: undefined method 'syncable' for an instance of
    ActiveRecord::Associations::CollectionProxy
    app/models/family/syncer.rb:38

and takes down the ENTIRE nightly family sync, not just the new provider. Every other
item model in the app defines `scope :syncable, -> { active }`; the template now does
the same.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(generators): emit valid i18n interpolation in the locale template

The locale template wrote %%{count} where I18n expects %{count}. Rails generator ERB
does not collapse %% (percent trim mode only applies to lines starting with %), so the
doubled percent reached the generated file verbatim and I18n rendered it as a literal
percent sign followed by the placeholder.

Every generated provider therefore displayed strings like

    %{count} accounts synced

instead of the count. 40 occurrences across sync status, institution summary, account
setup and error messages. Every hand-written locale in the app uses the single-percent
form.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(generators): reject reserved field names instead of silently dropping them

Addresses review feedback on the duplicate-column fix.

Filtering reserved names out of the migration alone was inconsistent: parsed_fields
also feeds the item model (validations, encryption), the settings panel (form inputs),
the controller params, the locale strings, the adapter and the SDK. A declared
institution_id:integer would therefore render a numeric form input and a presence
validation over the built-in string column. Declaring a reserved name is now a
Thor::Error naming the field and telling the user to drop it, which keeps the generated
code self-consistent and fails at generate time rather than at db:migrate.

Also removes 'family' from the reserved list. The migration writes
t.references :family, which creates family_id, so a field named family is not a
collision; family_id remains reserved.

Verified: institution_id is rejected with a useful message, family:string generates
cleanly, and an ordinary invocation is unchanged.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(generators): do not double the comma when the source enum has a trailing one

Addresses review feedback. When the enum hash is written with a trailing comma, the
captured body already ends with a separator, so appending another produced

    redbark: "redbark",,
    gocardless: "gocardless"

which is the same class of syntax error the surrounding fix exists to prevent. The
separator is now chosen from whether the body already ends with a comma.

Extracts the transformation to Provider::FamilyGenerator.append_source_enum_entry, a
pure string operation, and adds regression tests covering single-line and multiline
enums with and without trailing commas. Each case asserts the result actually parses:
the failure mode here is a SyntaxError surfacing in an unrelated file with nothing
pointing back at the generator, so asserting on shape alone would be too weak.

Verified the tests fail without the fix (2 failures, both trailing-comma cases).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(generators): do not emit a leading comma into an empty source enum

Addresses review feedback. When the target has `enum :source, {}` the captured body is
empty, so the separator produced `enum :source, {, gocardless: "gocardless"}` and the
generated model failed to parse.

No separator is emitted when the body is empty. Adds regression tests for the empty
single-line and multiline forms, both asserting the result parses.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-16 01:16:36 +02:00
PrplHaz4andClaude Fable 5 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>
2026-07-30 01:13:02 +02:00
Stephen Jolly 27aa222ed3 Stop backfill_encryption double-encoding json/jsonb columns (#2615)
* fix(backfill): stop backfill_encryption double-encoding json/jsonb columns

security:backfill_encryption's plaintext fallback reads jsonb columns via
read_attribute_before_type_cast, which returns the JSON text; assigning
that String to the encrypted setter encrypts the text itself, so the
column thereafter decrypts to a String instead of the original
Array/Hash. Parse the raw value for json/jsonb columns before handing it
to the encryptor. Adds a regression test that fails on main.

Fixes #2611

* fix(backfill): gate backfill on nil-ness so empty values get encrypted

Addresses the Codex review comment on #2615: empty values ({}, [], \"\")
are plaintext that needs encrypting, but the present? gates skipped them,
leaving data the encrypted getters raise on once keys are live. Several
payload columns default to {}. Also applies the same nil-gate to
backfill_sessions user_agent (same idiom; precautionary). Regression
test added.

* docs(security): scope note - backfill doesn't fix any existing double-encoding

Per review: rows corrupted by the pre-fix task decrypt successfully to a
String, so this task cannot distinguish them from legitimately stored
strings; auto-repair would risk mangling valid data for a bounded, shrinking
cohort. Document the limitation and point affected operators at the manual
recovery script in #2611. Also adopt column.type over sql_type substring
matching (review nitpick); behaviour unchanged.
2026-07-08 08:05:49 +02:00
Guillem Arias Fauste 1ddd8bd040 feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)
* feat(i18n): complete Catalan translations + extract residual hardcoded strings

CA coverage
- All view/model/breadcrumb/doorkeeper/mailer locale files for ca: 0 missing
  keys (was ~3,400). Translations follow informal "tu" register, sentence case,
  domain glossary (Compte/Saldo/Transacció/Posició/Operació/Pressupost/...).
- Catalan pluralization test: ca uses one/other; mirrors
  test/lib/polish_pluralization_test.rb.
- 8 LanguageTool-flagged grammar fixes applied (Connexió òrfena, Secret de
  l'API, comma-pero, apostrophe elisions, etc).

Hardcoded string extraction (also fixes EN parity)
- UI::Account::Chart#title + chart.html.erb view tabs -> UI.account.chart.*
- UI::Account::BalanceReconciliation labels + tooltips ->
  UI.account.balance_reconciliation.{labels,tooltips}.*
- transactions/_transfer_match.html.erb (Auto-matched, A/M, Confirm/Reject
  match, Payment/Transfer is confirmed) -> transactions.transfer_match.*
- AccountOrder labels (Name/Balance asc/desc) -> account_order.* keys with
  fallback to existing hardcoded labels.
- Depository::SUBTYPES surface in account list -> depositories.subtypes.*.*
- User role badge -> users.roles.* (admin / member / super_admin).
- 110+ country names -> countries.* (config/locales/countries.ca.yml).

Breadcrumb locale fix
- Breadcrumbable was a before_action that ran before Localize's around_action
  switched I18n.locale, so default crumbs rendered in EN even when locale=ca.
- Convert to helper_method that defers translation to render-time (when
  I18n.locale is already correct). Add all missing breadcrumb keys to ca + en.
- Layouts switched from @breadcrumbs to breadcrumbs helper.

Locale-aware helpers / formatters
- ApplicationHelper#localized_ordinal: ordinalize that respects ca
  (1r/2n/3r/4t/Nè). Wired into preferences month_start_day select.
- Family#moniker_label / moniker_label_plural: translate the default "Family"/
  "Group" monikers via shared.family_moniker.* with fallback to the family's
  custom override.
- Budget#name: use I18n.l for month_year/short/long instead of strftime("%B %Y")
  so the budget header date follows the active locale.

Tooling
- script/lt_check_ca.rb: batched LanguageTool checker (premium endpoint when
  LT_USERNAME/LT_API_KEY are set, free fallback otherwise), picky mode,
  motherTongue=en for false-friend detection.
- lib/tasks/i18n_screenshot.rake: dev-only rake to set user.locale=ca and
  role=super_admin on the demo user so the i18n surfaces can be walked.

Out of scope (pre-existing, not introduced here)
- Native browser file input "Choose Files / No file chosen" (browser locale).
- D3.js client-side chart x-axis dates (JS-side Intl.DateTimeFormat needed).
- Sankey/donut labels = seed category names (data, not i18n).
- 2 rails-i18n datetime/errors interpolation warnings inherited from
  config/locales/defaults/ca.yml.

* fix(i18n): apply idiomatic Catalan review (3-agent + native review)

Three parallel review agents flagged 203 findings (31 high / 73 medium / 99 low)
across all 111 ca.yml files. This commit applies the high-severity bugs plus a
curated subset of medium-impact fixes.

Grammar / agreement
- provider_sync_summary.health.stale_pending: `(exclòs)` -> `(exclosa/excloses)`
  to agree with feminine `transacció(s)`.
- accounts.confirm_unlink.warning_no_sync: added reflexive `es` -
  `el compte ja no es sincronitzarà`.
- sophtron_setup_required.heading: `no configurats` -> `sense configurar`
  (avoids broken agreement across "ID" masc. + "clau" fem.).
- admin.sso_providers.form.errors_title: split into one/other pluralization
  keys (en + ca); singular `ha impedit` was wrong for count > 1.

Brand consistency
- IndexaCapital -> Indexa Capital (37 occurrences across one file).
- Lunchflow -> Lunch Flow in two remaining places.

Anglicisms / domain mistranslations
- kraken_items setup_accounts.instructions: `ompliments d'operacions`
  (lit. dental/food fillings) -> `execucions d'operacions`.
- settings kraken_panel.read_only_title: `Sincronització d'intercanvi`
  (swap/trade) -> `Sincronització només de lectura amb l'exchange`.
- transactions convert_to_trade.security_custom + security_not_listed_hint:
  `cotització` (price quote) -> `ticker` (the EN field IS a ticker symbol).
- loans.form.rate_type: `Tipus d'interès` collided with sibling
  interest_rate -> `Modalitat del tipus`.
- brex_items.provider_panel.sandbox_note_html: `L'staging` (broken
  contraction) -> `el staging`.

Idiom traps
- coinbase/binance/kraken wait_for_sync: `acabi de sincronitzar` is
  ambiguous in CA (`acabar de + inf` reads as "has just done X") ->
  `acabi la sincronització`.
- chats.ai_greeting.there: `a tothom` -> `''` (the EN fallback "Hey there"
  is singular; literal CA `tothom` is plural and wrong for 1:1 chat).
- transactions.split_parent_row.split_label: `Divideix` (imperative) is
  wrong as a status badge -> `Divisió` (noun).
- transactions.keep_both (2 occurrences): infinitive `mantenir ambdues` ->
  imperative `mantén-les totes dues` to match the sibling Yes/No buttons.
- rules.clear_ai_cache: `Reinicia` (restart) -> `Buida` (empty/clear),
  which matches the success notice (`s'està netejant`).

Moniker gender breakage (cross-file)
%{moniker} is interpolated downcased from family.moniker_label and may
resolve to feminine `família`/`llar` or masculine `grup`. Strings that
hard-code a gendered article ('al teu %{moniker}', 'aquesta %{moniker}',
'aquest/a %{moniker}') broke on at least one branch. Restructured the
affected sentences to drop the gendered determiner:

- account_sharings.show.no_members
- merchants.family_empty / family_title / provider_empty
- registrations.new.join_family_title
- settings.preferences.show.currencies_subtitle / sharing_subtitle
- simplefin_items.select_existing_account.no_accounts_found
- invitations.new.subtitle
- invitation_mailer.invite_email.subject (mailers/) + body (views/)
- snaptrade_items.providers.snaptrade.free_tier_warning

Terminology consistency
- models/account_statement/ca.yml attributes aligned with view-side
  forms: `Saldo d'obertura`/`Saldo de tancament` ->
  `Saldo inicial`/`Saldo final`; `Suggeriment de...` -> `Pista de...`.
- account_statements.coverage.status.not_expected:
  `No s'esperava` -> `No previst` (status label, not past action).
- account_statements.index.empty_unmatched: aligned with the section's
  own label `Safata sense aparellar`.
- imports.create.document_provider_not_configured + document_upload_failed:
  `arxiu vectorial` -> `magatzem vectorial` (correct TermCat term).
- coinstats_items blockchain gender: `els blockchains` / `un blockchain` ->
  `les blockchains` / `una blockchain` (feminine per TermCat).
- accounts.account.remove_default: `Treu el predeterminat` ->
  `Treu com a predeterminat` (pairs with sibling `Estableix com a
  predeterminat`).
- accounts.tax_treatments.tax_deferred: `Diferit fiscalment` (lit. calque)
  -> `Tributació diferida` (standard CA tax-accounting term).
- settings.payments.show.currently_on_plan: `Actualment al` ->
  `Actualment al pla:` (was a fragment).

Out of scope (review flagged, not applied here)
- LOW-severity stylistic preferences (Veure vs Mostra, etc).
- `models/category/ca.yml` default category names — seeded at family
  creation, not via I18n at runtime, so changes wouldn't affect existing
  families.
- `models/period/ca.yml` short labels mixing EN (MTD/YTD) and CA (STD/MA)
  — needs a one-convention decision separately.

* fix(i18n,ca): drop gendered article in period_activity + tighten cash-flow terms

- pages.dashboard.investment_summary.period_activity: 'Activitat del
  %{period}' contracted 'del' = 'de el' (masc.sg.). %{period} resolves
  to mixed forms ('Setmana en curs' fem, 'Últims 30 dies' pl., 'Any en
  curs' apostrophe), so hard-coded 'del' was wrong on most labels.
  Replaced with 'Activitat — %{period}' (em-dash) to skip the
  contraction entirely.
- pages.dashboard.outflows_donut.title / total_outflows: switched from
  bare 'Sortides' / 'Total de sortides' to 'Sortides de caixa' /
  'Total de sortides de caixa' to match TermCat's precise term
  ('sortida de caixa' = cash outflow).

* fix(i18n,ca): rephrase transfer source/destination amount labels

'Import d'origen' / 'Import de destinació' were literal calques of
'Source amount' / 'Destination amount'. In a multi-currency transfer
form (sender/receiver in different currencies) the natural CA pair is
'Import enviat' / 'Import rebut'.

* fix(i18n,ca): 'Dades en brut' -> 'Dades sense processar'

The literal calque of 'Raw data' read as too technical for personal-
finance UI. 'Dades sense processar' is the more natural Catalan
equivalent for raw/unprocessed data files.

* fix(i18n): localize Import col_sep label + separator options

The CSV upload form rendered 'Col sep' (the auto-humanized attribute
name) plus hardcoded English 'Comma (,)' / 'Semicolon (;)' options
from Import::SEPARATORS.

- activerecord.attributes.import.col_sep added (en + ca: 'Column
  separator' / 'Separador de columnes').
- Import.separator_options class method returns translated tuples;
  view switched from Import::SEPARATORS to Import.separator_options.
- activerecord.attributes.import.col_seps.{comma,semicolon} added so
  the option labels follow the active locale.

* fix(i18n,ca): drop moniker apposition in sharing/currencies section titles

- sharing_title 'Compartició de %{moniker}' rendered as 'Compartició
  de Família' (a noun-noun apposition that's odd in CA) -> 'Compartició
  de comptes'.
- sharing_subtitle replaced '%{moniker}' with 'entre els membres' so
  the sentence reads naturally and doesn't depend on moniker gender.
- currencies_title 'Divises de %{moniker}' had the same apposition
  -> 'Divises'. Subtitle no longer references moniker either.

* fix(i18n,ca): keep 'Self Hosting' untranslated

Reverted 'Autoallotjament' / 'autoallotjada' / 'autoallotjats' usages
to the original English 'Self Hosting' (sidebar label, breadcrumbs,
hostings page title, chat assistant settings hint, redis configuration
subheading, LLM usages cost-estimates description).

The brand-style term reads more naturally in EN for technical users
configuring their own deployment.

* fix(i18n,ca): lowercase 'self hosting' (sentence case in labels)

* fix(i18n): extract budget_categories stepper + allocation_progress strings

Hardcoded English strings on the budget category editor:
- 'Setup' / 'Categories' stepper labels in budgets/_budget_nav.html.erb
- 'X% set' / '> 100% set' / 'left to allocate' / 'Budget exceeded by ...'
  in budget_categories/_allocation_progress.erb
- '/m avg' caption + 'Shared' placeholder + 'Leave empty to share
  parent's budget' tooltip in budget_categories/_budget_category_form
  and _uncategorized_budget_category_form

Extracted to:
- budgets.budget_nav.{setup,categories}
- budget_categories.allocation_progress.{percent_set,over_set,left_to_allocate,budget_exceeded_html}
- budget_categories.budget_category_form.{monthly_average,shared_placeholder,shared_title}

CA translations added; EN keys mirror the prior literals.

* chore(i18n): drop translation tooling from PR

These were dev-only helpers used during the Catalan translation pass:

- script/lt_check_ca.rb: LanguageTool API checker (premium/free
  endpoint, picky mode, batching). Useful for ongoing locale QA but
  shouldn't ship in this feature PR.
- lib/tasks/i18n_screenshot.rake: rake task that flips user.locale and
  role on the demo user for walking the i18n surfaces locally.

Both stay available locally; pulled out of the PR scope.

* fix(i18n): apply PR review feedback (CodeRabbit + Codex)

- balance_reconciliation crypto_items: use :end_balance_crypto tooltip
  (was :end_balance_investment). Added new UI.account.balance_reconciliation.tooltips.end_balance_crypto key in en + ca.
- doorkeeper.ca.yml confidentiality.no: was YAML boolean false, now string 'No'.
- views/categories: 'Poor contrast, choose darker color or' continued with hardcoded 'auto-adjust.' button text; extracted to categories.form.auto_adjust key (en + ca).
- imports.create.document_upload_failed: 'a l'magatzem' was broken
  contraction -> 'al magatzem'.
- invitation_mailer body + mailer subject: 'unir-se' -> 'unir-te' (was
  3rd person, should be 2nd to match the rest of the copy).
- 7 strings across mercury_items / sophtron_items / simplefin_items /
  lunchflow_items / brex_items / indexa_capital_items / other_assets:
  'se sincronitzaran' -> 'es sincronitzaran', 'se segueixen' ->
  'es segueixen' (correct reflexive pronoun before consonants).
- settings.providers.status: key was 'false' (YAML-coerced), now 'off'
  to match settings/en.yml status.off used in view lookups.
- sophtron_items.sophtron_setup_required.message: stripped trailing
  blank line from the quoted scalar.
- settings/profiles/show.html.erb: switched 'family_moniker ==
  "Group"' branch checks to 'Current.family&.moniker == "Group"'.
  After Family#moniker_label started returning translated values,
  callers using the display label for branching would render the
  household copy for group families in ca. Compare the stored sentinel
  instead.
- Did not apply CodeRabbit's webauthn 'eliminada' -> 'desada' suggestion:
  the key is wired to the destroy action (verified at
  settings/webauthn_credentials_controller.rb:55), so 'eliminada' is
  correct.
2026-05-19 13:37:10 +02:00
ghostandJuan José Mata 95f6451b39 feat(sync): add Brex provider connections (#1752)
* feat(sync): add Brex provider schema

Adds Brex item and account tables with per-family credentials, scoped upstream account uniqueness, encrypted token storage, and sanitized provider payload columns.

* feat(sync): add Brex provider core

Adds Brex item/account models, provider client and adapter support, family connection helpers, and provider enum registration for read-only Brex cash and card data.

* feat(sync): add Brex import pipeline

Adds Brex account discovery, linked-account sync, cash/card balance processors, transaction import, sanitized metadata handling, and idempotent provider entry processing.

* feat(sync): add Brex connection flows

Adds Mercury-style Brex connection management, explicit item-scoped account selection and linking, settings provider UI, account index visibility, localized copy, and per-item cache handling.

* test(sync): cover Brex provider workflows

Adds targeted coverage for Brex provider requests, adapter config, item/account guards, importer behavior, entry processing, and Mercury-style controller flows.

* fix(sync): align Brex API edge cases

Tightens Brex account fetching against the official card-account response shape, sends transaction start filters as RFC3339 date-times, and keeps provider error bodies out of user-facing messages while expanding provider client guard coverage.

* fix(sync): harden Brex provider integration

Restrict Brex API base URLs to official hosts, tighten account-selection UI behavior, and add tests for invalid credentials, cache scoping, and provider setup edge cases.

* test(sync): avoid Brex secret-shaped fixtures

* refactor(sync): extract Brex account flows

* fix(sync): address Brex provider review feedback

* fix(sync): address Brex review follow-ups

Move remaining Brex review cleanup into focused model behavior, tighten link/setup edge cases, localize summaries, and add regression coverage from CodeRabbit feedback.

Also records the security-review pass as no-findings after diff-scoped inspection and Brakeman validation.

* refactor(sync): split Brex account flow controllers

Route Brex account selection and setup actions through small namespaced controllers while keeping existing URLs and helpers stable.

Business flow remains in BrexItem::AccountFlow; the main Brex item controller now only handles connection CRUD, provider-panel rendering, destroy, and sync.

* fix(sync): address Brex CodeRabbit review

* fix(sync): address Brex follow-up review

* fix(sync): address Brex review follow-ups

* fix(sync): address Brex sync review findings

* fix(sync): polish Brex review copy and errors

* fix(sync): register Brex provider health

* fix(sync): polish Brex bank sync presentation

* fix(sync): address Brex review follow-ups

* fix(sync): tighten Brex setup params

* test(api): stabilize usage rate-limit window

* fix(sync): polish Brex setup flow nits

* fix(sync): harden Brex setup params

* fix(sync): finalize Brex review cleanup

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-05-13 18:13:48 +02:00
ghost 0ab3b0b698 feat(exports): add rule operand references (#1726)
* feat(exports): add rule operand references

* fix(exports): preserve rule operand references

* refactor(exports): simplify rule operand branches

* refactor(validation): centralize UUID format checks

* fix(imports): preserve false rule operands
2026-05-12 21:29:29 +02:00
Brendon Scheiber dce2213a98 feat: add Hungarian (hu) localization (#1677)
* Add Hungarian (hu) localization

Add complete Hungarian translation files and register hu locale

* Update hu.yml

* Hungarian locale: currency formatting & fixes
2026-05-06 22:38:51 +02:00
Pedro J. AramburuandPedro J. Aramburu f699660479 Add exchange rate feature with multi-currency transactions and transfers support (#1099)
Co-authored-by: Pedro J. Aramburu <pedro@joakin.dev>
2026-04-08 21:05:58 +02:00
UberDudePL cebdf1d4f7 Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling (#1356)
* Add production-ready Polish localization and reusable locale audit tooling

- add and update Polish locale files across models, views, mailers, and shared translations
- add runtime rails-i18n dependency and Polish locale support in language helper
- add regression coverage for Polish pluralization and locale-aware money formatting
- introduce reusable locale audit script for any locale plus backward-compatible PL wrapper
- add localization audit docs and generated PL readiness/pluralization reports
- resolve one/few/many/other pluralization consistency for Polish locales

* Fix Polish locale review feedback

* Fix locale compatibility regressions

* Polish locale typo pass and wrapper cleanup

* Final language improvements and test isolation for Polish locales

- Improved partial_success wording in SnapTrade with proper noun inflection
- Fixed typos: Pomin → Pomiń in Mercury and LunchFlow items
- Isolated I18n backend state in polish_pluralization_test to prevent test coupling

* Fix code review comments in locale audit scripts

- Use RbConfig.ruby instead of 'ruby' to ensure consistent interpreter
- Remove Symbol from permitted_classes and explicitly allow CLDR plural symbols (one, few, many, other) in YAML loading

* Simplify i18n flow and align locale interpolation keys

* Remove locale audit scripts and localization docs
2026-04-07 11:55:58 +02:00
Copilotjjmatacopilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
1527611239 Default production SSO provider source to YAML to avoid boot-time schema errors (#1278)
* Initial plan

* Default production SSO provider source to YAML

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Agent-Logs-Url: https://github.com/we-promise/sure/sessions/d3a36ca8-e936-4687-a466-9b4c93c19150

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2026-03-25 15:08:36 +01:00
Juan José MataandClaude 051197137c Fix Polish translation template error (and increase testing/fix other locales as well) (#734)
* Add Polish locale support for money formatting

The Money::Formatting module handles locale-specific currency formatting
for French, German, Spanish, Italian, and Portuguese (Brazil), but was
missing support for Polish locale. This caused formatting issues when
users with Polish locale viewed account valuations.

- Add Polish locale handling to locale_options method
- Polish formatting uses: space as thousands delimiter, comma as
  decimal separator, symbol after number ("%n %u" format)
- Add test coverage for Polish locale formatting

* Add locale support for all supported locales in Money::Formatting

Extend the Money::Formatting module to handle all locales from
SUPPORTED_LOCALES to prevent template errors when users select
different languages.

Added locale-specific formatting for:
- Turkish (tr): dot delimiter, comma separator, symbol after number
- Norwegian Bokmål (nb): space delimiter, comma separator, symbol after
- Catalan (ca): dot delimiter, comma separator, symbol after number
- Romanian (ro): dot delimiter, comma separator, symbol after number
- Dutch (nl): dot delimiter, comma separator, symbol before number

Also improved Dutch handling to work with all currencies (not just EUR).

Added comprehensive tests for:
- All newly supported locales
- Chinese (zh-CN, zh-TW) which use default English-style formatting
- A test that verifies all SUPPORTED_LOCALES can format without errors

* Fix broken money formatting tests

- Fix Chinese Traditional locale test: TWD currency uses "TW$" symbol
  (prefixed with first 2 chars of ISO code to distinguish from USD)
- Fix all supported locales test: replace assert_nothing_raised (which
  doesn't accept message argument in Minitest) with explicit assertions

* Refactor Money::Formatting to consolidate locale patterns

Group locales by their formatting patterns into constants to reduce
repetition and make it easier to add new locales:

- EUROPEAN_SYMBOL_AFTER: de, es, it, tr, ca, ro
  (dot delimiter, comma separator, symbol after)
- SPACE_DELIMITER_SYMBOL_AFTER: pl, nb
  (space delimiter, comma separator, symbol after)
- EUROPEAN_SYMBOL_BEFORE: nl, pt-BR
  (dot delimiter, comma separator, symbol before)

French locale remains separate due to its unique non-breaking space usage.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-01-22 14:27:12 +01:00
foXaCeandClaude Opus 4.5 917101853b fix: Locale-aware currency formatting (#677)
* fix: Locale-aware currency formatting

Add locale-specific formatting for money display:
- French (fr): symbol after number with non-breaking space (1 000,12 €)
- German (de): symbol after number (1.000,12 €)
- Spanish (es): symbol after number (1.000,12 €)
- Italian (it): symbol after number (1.000,12 €)
- Portuguese-Brazil (pt-BR): symbol before with space (R$ 1.000,12)

This follows international conventions where most European languages
place the currency symbol after the number, unlike English.

* fix: Address CodeRabbit review comments

- Use non-breaking spaces (NBSP) for French locale formatting
- Add nil guard in locale_options to prevent NoMethodError
- Add test coverage for Portuguese (Brazil) locale

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-16 23:55:51 +01:00
Zach Gollwitzer f65b93a352 Data provider simplification, tests, and documentation (#1997)
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
Zach Gollwitzer d75be2282b New Design System + Codebase Refresh (#1823)
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.

Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:

- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
2025-02-21 11:57:59 -05:00
Zach Gollwitzer 82c298307d Add formatting for EUR locales (#1231)
* Add formatting for EUR locales

* Fix formatting assertion for EUR in english locales
2024-10-03 10:25:38 -04:00
Zach Gollwitzer eef4c2643b Rubocop updates (#1118)
* Minimal code style enforcement

* Formatting and lint code updates (no change in functionality)
2024-08-23 10:06:24 -04:00
Zach Gollwitzer 6767aaed1d Handle missing exchange rate provider, allow fallback for missing rates (#955)
* Clean up exchange rate logic

* Remove stale method
2024-07-08 09:04:59 -04:00
Thibaut Gorioux 5be1ced19e Shared money input should respond to change in currency (#654)
* Add step method to currency

* Change amount placeholder and step, when currency select change

* Lint

* Add test with auth

* Extract request to specific service
2024-04-20 08:07:06 -04:00
Zach Gollwitzer 110855d077 Multi-Currency Part 2 (#543)
* Support all currencies, handle outside DB

* Remove currencies from seed

* Fix account balance namespace

* Set default currency on authentication

* Cache currency instances

* Implement multi-currency syncs with tests

* Series fallback, passing tests

* Fix conflicts

* Make value group concrete class that works with currency values

* Fix migration conflict

* Update tests to expect multi-currency results

* Update account list to use group method

* Namespace updates

* Fetch unknown exchange rates from API

* Fix date range bug

* Ensure demo data works without external API

* Enforce cascades only at DB level
2024-03-21 13:39:10 -04:00
Zach Gollwitzer fe2fa0eac1 Multi-currency support: Money + Currency class improvements (#553)
* Money improvements

* Replace all old money usage
2024-03-18 11:21:00 -04:00