mirror of
https://github.com/we-promise/sure.git
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9f5fdd4d13
* feat: add valuations API endpoints for managing account reconciliations * refactor: formatting * fix: make account extraction clearer * feat: validation and error handling improvements * feat: transaction * feat: error handling * Add API documentation LLM context * Make it easier for people * feat: transaction in creation * feat: add OpenAPI spec for Valuations API * fix: update notes validation to check for key presence * Prevent double render * All other docs use `apiKeyAuth` * More `apiKeyAuth` * Remove testing assertions from API doc specs * fix: correct valuation entry references --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
77 lines
4.9 KiB
Markdown
77 lines
4.9 KiB
Markdown
# Repository Guidelines
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## Project Structure & Module Organization
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- Code: `app/` (Rails MVC, services, jobs, mailers, components), JS in `app/javascript/`, styles/assets in `app/assets/` (Tailwind, images, fonts).
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- Config: `config/`, environment examples in `.env.local.example` and `.env.test.example`.
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- Data: `db/` (migrations, seeds), fixtures in `test/fixtures/`.
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- Tests: `test/` mirroring `app/` (e.g., `test/models/*_test.rb`).
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- Tooling: `bin/` (project scripts), `docs/` (guides), `public/` (static), `lib/` (shared libs).
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## Build, Test, and Development Commands
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- Setup: `cp .env.local.example .env.local && bin/setup` — install deps, set DB, prepare app.
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- Run app: `bin/dev` — starts Rails server and asset/watchers via `Procfile.dev`.
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- Test suite: `bin/rails test` — run all Minitest tests; add `TEST=test/models/user_test.rb` to target a file.
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- Lint Ruby: `bin/rubocop` — style checks; add `-A` to auto-correct safe cops.
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- Lint/format JS/CSS: `npm run lint` and `npm run format` — uses Biome.
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- Security scan: `bin/brakeman` — static analysis for common Rails issues.
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## Coding Style & Naming Conventions
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- Ruby: 2-space indent, `snake_case` for methods/vars, `CamelCase` for classes/modules. Follow Rails conventions for folders and file names.
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- Views: ERB checked by `erb-lint` (see `.erb_lint.yml`). Avoid heavy logic in views; prefer helpers/components.
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- JavaScript: `lowerCamelCase` for vars/functions, `PascalCase` for classes/components. Let Biome format code.
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- Commit small, cohesive changes; keep diffs focused.
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## Testing Guidelines
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- Framework: Minitest (Rails). Name files `*_test.rb` and mirror `app/` structure.
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- Run: `bin/rails test` locally and ensure green before pushing.
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- Fixtures/VCR: Use `test/fixtures` and existing VCR cassettes for HTTP. Prefer unit tests plus focused integration tests.
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## Commit & Pull Request Guidelines
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- Commits: Imperative subject ≤ 72 chars (e.g., "Add account balance validation"). Include rationale in body and reference issues (`#123`).
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- PRs: Clear description, linked issues, screenshots for UI changes, and migration notes if applicable. Ensure CI passes, tests added/updated, and `rubocop`/Biome are clean.
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## Security & Configuration Tips
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- Never commit secrets. Start from `.env.local.example`; use `.env.local` for development only.
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- Run `bin/brakeman` before major PRs. Prefer environment variables over hard-coded values.
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## API Development Guidelines
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### OpenAPI Documentation (MANDATORY)
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When adding or modifying API endpoints in `app/controllers/api/v1/`, you **MUST** create or update corresponding OpenAPI request specs for **DOCUMENTATION ONLY**:
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1. **Location**: `spec/requests/api/v1/{resource}_spec.rb`
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2. **Framework**: RSpec with rswag for OpenAPI generation
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3. **Schemas**: Define reusable schemas in `spec/swagger_helper.rb`
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4. **Generated Docs**: `docs/api/openapi.yaml`
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5. **Regenerate**: Run `RAILS_ENV=test bundle exec rake rswag:specs:swaggerize` after changes
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## Providers: Pending Transactions and FX Metadata (SimpleFIN/Plaid/Lunchflow)
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- Pending detection
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- SimpleFIN: pending when provider sends `pending: true`, or when `posted` is blank/0 and `transacted_at` is present.
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- Plaid: pending when Plaid sends `pending: true` (stored at `transaction.extra["plaid"]["pending"]` for bank/credit transactions imported via `PlaidEntry::Processor`).
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- Lunchflow: pending when API returns `isPending: true` in transaction response (stored at `transaction.extra["lunchflow"]["pending"]`).
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- Storage (extras)
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- Provider metadata lives on `Transaction#extra`, namespaced (e.g., `extra["simplefin"]["pending"]`).
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- SimpleFIN FX: `extra["simplefin"]["fx_from"]`, `extra["simplefin"]["fx_date"]`.
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- UI
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- Shows a small “Pending” badge when `transaction.pending?` is true.
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- Variability
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- Some providers don’t expose pendings; in that case nothing is shown.
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- Configuration (default-off)
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- SimpleFIN runtime toggles live in `config/initializers/simplefin.rb` via `Rails.configuration.x.simplefin.*`.
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- Lunchflow runtime toggles live in `config/initializers/lunchflow.rb` via `Rails.configuration.x.lunchflow.*`.
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- ENV-backed keys:
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- `SIMPLEFIN_INCLUDE_PENDING=1` (forces `pending=1` on SimpleFIN fetches when caller didn’t specify a `pending:` arg)
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- `SIMPLEFIN_DEBUG_RAW=1` (logs raw payload returned by SimpleFIN)
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- `LUNCHFLOW_INCLUDE_PENDING=1` (forces `include_pending=true` on Lunchflow API requests)
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- `LUNCHFLOW_DEBUG_RAW=1` (logs raw payload returned by Lunchflow)
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### Provider support notes
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- SimpleFIN: supports pending + FX metadata; stored under `extra["simplefin"]`.
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- Plaid: supports pending when the upstream Plaid payload includes `pending: true`; stored under `extra["plaid"]`.
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- Plaid investments: investment transactions currently do not store pending metadata.
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- Lunchflow: supports pending via `include_pending` query parameter; stored under `extra["lunchflow"]`.
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- Manual/CSV imports: no pending concept.
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