* i18n(fr): complete provider_sync_summary translations
Add 13 missing French translations under provider_sync_summary in
config/locales/views/components/fr.yml to bring it to parity with en.yml.
Covers: transactions.fetching/protected/view_protected, full skip_reasons
section, full trades section (investment activities), and
health.view_error_details.
* chore(i18n): fix i18n-tasks scanner config
Add app/components to i18n-tasks relative_roots so component .erb files
using t(".relative_key") are correctly resolved by the scanner. Without
this, the scanner crashed on any component using relative i18n keys.
* i18n(fr): complete high-impact view translations
Bring full FR parity to the 5 most-visited user-facing screens:
- accounts (+25 keys)
- transactions (+168)
- holdings (+53)
- settings (+81)
- reports (+20)
Vocabulary aligned with docs/i18n/fr-glossary.md (Holding → Avoir,
Trade → Transaction boursière, Brokerage → Courtier, Posted → Validée,
Merchant → Commerçant, Net worth → Patrimoine net, etc.).
* i18n(fr): complete remaining incomplete view translations
Bring full FR parity to 23 partially-translated view locale files:
Mid-size (8-68 keys each): investments, pages, merchants, imports,
coinstats_items, sessions, cryptos, rules, transfers, trades,
invitations, entries, onboardings, simplefin_items.
Small (1-4 keys each): plaid_items, recurring_transactions, users,
password_resets, other_assets, loans, shared, registrations,
oidc_accounts.
Total: ~430 new FR keys. Existing FR translations preserved where
already in place; only missing keys were added.
Note: shared/fr.yml retains a `breadcrumbs:` block not present in EN
(used by FR breadcrumb controllers — removing would regress).
* i18n(fr): complete nested admin & settings translations
Cover the nested view subdirectories missed by the top-level scan:
- defaults/fr.yml (+3 custom keys: global.expand,
helpers.select.default_label, helpers.select.search_placeholder)
- admin/sso_providers (+2 keys: role_guest, guest_groups)
- admin/users (+25 keys: section title, family/role/trial filters,
table columns, summary, role descriptions, invitations)
- settings/api_keys (+1 key + structural fix: no_api_key and
current_api_key were nested incorrectly, now match en.yml)
- settings/hostings (+93 keys: assistant_settings, provider_selection,
tiingo/eodhd/alpha_vantage/openai blocks, twelve_data plan upgrade)
* i18n(fr): add fr.yml for 11 previously untranslated views
Create French locale files for all view directories that had no fr.yml:
Core features (6 files, 112 keys):
- account_sharings, budgets, splits, pdf_import_mailer (view scope),
pending_duplicate_merges, securities
Provider integrations (5 files, 575 keys):
- binance_items (Binance crypto exchange)
- coinbase_items (Coinbase crypto exchange)
- indexa_capital_items (Indexa Capital robo-advisor)
- mercury_items (Mercury business banking)
- snaptrade_items (SnapTrade broker aggregator)
Provider names kept in English. Domain vocabulary follows
docs/i18n/fr-glossary.md (Reconnect → Reconnecter, Refresh →
Actualiser, Wallet → Portefeuille, Cost basis → Coût d'acquisition,
Canadian retirement accounts mapped to official FR-CA acronyms
RRSP→REER, TFSA→CELI, RRIF→FERR).
* i18n(fr): add models, mailer, breadcrumb & Doorkeeper translations
Create French locale files for the remaining non-view scopes:
- models/coinbase_account/fr.yml (1 key)
- models/transaction/fr.yml (3 keys)
- mailers/pdf_import_mailer/fr.yml (1 key)
- breadcrumbs/fr.yml (5 root-level breadcrumb labels)
- doorkeeper.fr.yml (89 keys: full OAuth2 UI translation
modeled on the doorkeeper-i18n FR conventions; PKCE/scope/
Client Credentials kept in English as proper grant names;
date_format adjusted to %d/%m/%Y %H:%M:%S)
* i18n(fr): use "Inscription des utilisateurs" for invite_codes onboarding
In the invite_codes settings section, EN "Onboarding" was translated as
"Intégration" — wrong context. The page controls how new people sign up
to the instance, so "Inscription des utilisateurs" is the natural
French term for this UX flow.
* i18n(fr): use "Marchand" consistently for Merchant
Aligns transactions/, settings/, and settings/hostings/ with the FR
fintech convention (Lydia, Revolut FR, Boursorama, N26 FR all use
"Marchand"). Earlier waves had introduced "Commerçant" via a glossary
choice that turned out to imply a small physical retailer rather than
a generic transaction payee.
Net effect: a single consistent term across all FR screens.
* i18n(fr): address CodeRabbit review feedback
Fixes 9 of 17 actionable items from the CodeRabbit review:
- Remove duplicate breadcrumbs block from shared/fr.yml (item 2)
- Standardize "Indexa Capital" naming throughout (item 6)
- Pluralize merchants.perform_merge.success in EN+FR (item 7)
- Add rel="noopener noreferrer" to Coinbase + Binance external links
in EN+FR settings (item 9, security)
- Replace "rappeler" with "invoquer" for MCP tool calling (item 10)
- Localize Doorkeeper "Single Page Apps" + grant names with FR-first
phrasing (item 12)
- Reorder twelve_data_settings to put title first (item 14)
- Enrich IRA/SEP/SIMPLE/ISA/LISA/SIPP long labels with FR expansion
+ acronym in parens (item 15)
- Use "Transfert" (not "Virement") for investment activity_labels.transfer
to disambiguate from banking transfers (item 16)
Items deferred (require non-FR code changes or are pre-existing EN bugs):
1, 3, 4, 5, 8, 11, 13.
* i18n(fr): address second-wave CodeRabbit review feedback
- transactions: fix gender agreement on one_time_title
("%{type} ponctuel" → "Transaction ponctuelle (%{type})") so that
"Dépense" no longer renders as "Dépense ponctuel"
- transactions: fix bare-noun-modifier in rule_description_prefix
("Les futures transactions %{type}…" → "…de type %{type}…")
- settings/hostings: clarify email_confirmation_description
("lors du changement" → "lorsqu'ils la modifient")
- settings/hostings: fix dangling "Utilisé de préférence" in EODHD
and Alpha Vantage rate_limit_warning ("À utiliser de préférence")
* 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
* Complete Spanish (es) translations across all locale files
Add missing translations for 44 locale files covering views, models,
mailers, and defaults. Includes 18 new es.yml files and updates to
26 existing ones.
* Small fixes
* Fix CodeRabbit comments
* Add mailer subject tests and refine i18n keys
* Linter
* Fix test
* More fixes
* More fixes
---------
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* feat: Add PDF import with AI-powered document analysis
This enhances the import functionality to support PDF files with AI-powered
document analysis. When a PDF is uploaded, it is processed by AI to:
- Identify the document type (bank statement, credit card statement, etc.)
- Generate a summary of the document contents
- Extract key metadata (institution, dates, balances, transaction count)
After processing, an email is sent to the user asking for next steps.
Key changes:
- Add PdfImport model for handling PDF document imports
- Add Provider::Openai::PdfProcessor for AI document analysis
- Add ProcessPdfJob for async PDF processing
- Add PdfImportMailer for user notification emails
- Update imports controller to detect and handle PDF uploads
- Add PDF import option to the new import page
- Add i18n translations for all new strings
- Add comprehensive tests for the new functionality
* Add bank statement import with AI extraction
- Create ImportBankStatement assistant function for MCP
- Add BankStatementExtractor with chunked processing for small context windows
- Register function in assistant configurable
- Make PdfImport#pdf_file_content public for extractor access
- Increase OpenAI request timeout to 600s for slow local models
- Increase DB connection pool to 20 for concurrent operations
Tested with M-Pesa bank statement via remote Ollama (qwen3:8b):
- Successfully extracted 18 transactions
- Generated CSV and created TransactionImport
- Works with 3000 char chunks for small context windows
* Add pdf-reader gem dependency
The BankStatementExtractor uses PDF::Reader to parse bank statement
PDFs, but the gem was not properly declared in the Gemfile. This would
cause NameError in production when processing bank statements.
Added pdf-reader ~> 2.12 to Gemfile dependencies.
* Fix transaction deduplication to preserve legitimate duplicates
The previous deduplication logic removed ALL duplicate transactions based
on [date, amount, name], which would drop legitimate same-day duplicates
like multiple ATM withdrawals or card authorizations.
Changed to only deduplicate transactions that appear in consecutive chunks
(chunking artifacts) while preserving all legitimate duplicates within the
same chunk or non-adjacent chunks.
* Refactor bank statement extraction to use public provider method
Address code review feedback:
- Add public extract_bank_statement method to Provider::Openai
- Remove direct access to private client via send(:client)
- Update ImportBankStatement to use new public method
- Add require 'set' to BankStatementExtractor
- Remove PII-sensitive content from error logs
- Add defensive check for nil response.error
- Handle oversized PDF pages in chunking logic
- Remove unused process_native and process_generic methods
- Update email copy to reflect feature availability
- Add guard for nil document_type in email template
- Document pdf-reader gem rationale in Gemfile
Tested with both OpenAI (gpt-4o) and Ollama (qwen3:8b):
- OpenAI: 49 transactions extracted in 30s
- Ollama: 40 transactions extracted in 368s
- All encapsulation and error handling working correctly
* Update schema.rb with ai_summary and document_type columns
* Address PR #808 review comments
- Rename :csv_file to :import_file across controllers/views/tests
- Add PDF test fixture (sample_bank_statement.pdf)
- Add supports_pdf_processing? method for graceful degradation
- Revert unrelated database.yml pool change (600->3)
- Remove month_start_day schema bleed from other PR
- Fix PdfProcessor: use .strip instead of .strip_heredoc
- Add server-side PDF magic byte validation
- Conditionally show PDF import option when AI provider available
- Fix ProcessPdfJob: sanitize errors, handle update failure
- Move pdf_file attachment from Import to PdfImport
- Document deduplication logic limitations
- Fix ImportBankStatement: catch specific exceptions only
- Remove unnecessary require 'set'
- Remove dead json_schema method from PdfProcessor
- Reduce default OpenAI timeout from 600s to 60s
- Fix nil guard in text mailer template
- Add require 'csv' to ImportBankStatement
- Remove Gemfile pdf-reader comment
* Fix RuboCop indentation in ProcessPdfJob
* Refactor PDF import check to use model predicate method
Replace is_a?(PdfImport) type check with requires_csv_workflow? predicate
that leverages STI inheritance for cleaner controller logic.
* Fix missing 'unknown' locale key and schema version mismatch
- Add 'unknown: Unknown Document' to document_types locale
- Fix schema version to match latest migration (2026_01_24_180211)
* Document OPENAI_REQUEST_TIMEOUT env variable
Added to .env.local.example and docs/hosting/ai.md
* Rename ALLOWED_MIME_TYPES to ALLOWED_CSV_MIME_TYPES for clarity
* Add comment explaining requires_csv_workflow? predicate
* Remove redundant required_column_keys from PdfImport
Base class already returns [] by default
* Add ENV toggle to disable PDF processing for non-vision endpoints
OPENAI_SUPPORTS_PDF_PROCESSING=false can be used for OpenAI-compatible
endpoints (e.g., Ollama) that don't support vision/PDF processing.
* Wire up transaction extraction for PDF bank statements
- Add extracted_data JSONB column to imports
- Add extract_transactions method to PdfImport
- Call extraction in ProcessPdfJob for bank statements
- Store transactions in extracted_data for later review
* Fix ProcessPdfJob retry logic, sanitize and localize errors
- Allow retries after partial success (classification ok, extraction failed)
- Log sanitized error message instead of raw message to avoid data leakage
- Use i18n for user-facing error messages
* Add vision-capable model validation for PDF processing
* Fix drag-and-drop test to use correct field name csv_file
* Schema bleedover from another branch
* Fix drag-drop import form field name to match controller
* Add vision capability guard to process_pdf method
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* Add Dutch (nl) translations for UI and models
Added comprehensive Dutch translation files for models, views, mailers, and Doorkeeper, covering accounts, categories, admin, and more. Updated languages_helper.rb to include 'nl' as a supported language. Improved capitalization and consistency in existing Dutch date and number formats.
* ai sugestions
* nitpick fix
* Fix Dutch translations and improve consistency
Corrected minor issues and improved consistency in Dutch locale files, including fixing typos, updating terminology (e.g., 'Self-Hosting' to 'Zelfhosting', 'Provider selectie' to 'Providerselectie'), and ensuring proper formatting. No functional changes were made; this commit only affects translation files.
* Update Dutch translations for product name and pluralization
Replaced hardcoded product names with %{product_name} in password reset and API key views for improved reusability. Updated wallet setup message in CoinStats item model to support correct Dutch pluralization.
* Update nl.yml
* 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 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
---------
Signed-off-by: jiang123574 <jiang123574@163.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* added german translation
consistently added all translation yml files for german language
* Correct quotation and syntax errors in new de locale files
Corrected misplaced or missing quotation marks in YAML
* Updated German translations
Added missing files, fixed for customizable branding
* corrected yml formatting
added missing "" when : where used in the string
* Interpolation errors
* More interpolation issues
* Last round of interpolation errors?
* Add German to supported locales
* Still a few more interpolations
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* ADD: Additional ES locales
* ADD: Initialize YAML structure for accounts and subscriptions locales
* FIX: Adjust line breaks in Spanish locale files for clarity
* Remove orphan function
* Add centralized branding helpers and update locales
* Remove _plus and add (proper) brand
* No longer Sure, configurable
* Consistency with compose file naming
* Missed `product_name` mapping
* Fix brand/product name in mailers
* Product name in email reset flow
* Fix i18n errors/tests
* Fix password mailer brand/product name (again)
* Missed hardcoded `Sure` in onboarding goals
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
* PR nitpick on documentation
* Missing interpolation key for invited UI
* Orphan assets
* New logos
---------
Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* fix: Capitialize month and day names in Norwegian
* fix: Add missing filler word
* chore: rebrand from Maybe to Sure
* chore: Add nb mail invite translation
* chore: Add nb translation for account model
* chore: Add address model translation
* chore: Add nb translation for entry model
* chore: add nb translation for time_series model
* chore: Add nb translation transfer mdoel
* chore: Add nb translation to trend model
* chore: Add nb translation to user model
* chore: more translations
* chore: More translation
* Update config/locales/views/application/nb.yml
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
* Update config/locales/views/credit_cards/nb.yml
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
* chore: more translations
* chore: rename more maybe strings to NB
* chore: more translations
* chore: More nb translations....
* chore: Final translations nb
* Update config/locales/views/accounts/nb.yml
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
---------
Signed-off-by: Daddie0 <33762262+GoByeBye@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
