mirror of
https://github.com/we-promise/sure.git
synced 2026-09-05 14:51:15 +00:00
Guillem Arias Fauste
7f0a6fb6dc
`transactions_section_controller.js` was added by #454 for the upcoming recurring-transactions section. #771 moved recurring transactions to a dedicated tab and removed the only mount, so the controller and its whole persistence chain have been dead since then: `data-controller="transactions-section"` appears nowhere in app/views or app/components, and `transactions_section_collapsed?` had no callers outside its own definition. Removed: - app/javascript/controllers/transactions_section_controller.js - User#update_transactions_preferences - User#transactions_section_collapsed? - TransactionsController#update_preferences + #preferences_params - the `patch :update_preferences` route on the transactions collection The only caller of /transactions/update_preferences was the dead controller itself. No tests referenced any of it — the `update_preferences` cases in pages_controller_test cover the dashboard's route — which is how it stayed dead unnoticed. No migration: users who collapsed a section before #771 keep a stale `transactions_collapsed_sections` key in `users.preferences`, and nothing reads it after this. The dashboard and reports section-layout preferences are untouched.
848 lines
24 KiB
Ruby
848 lines
24 KiB
Ruby
require "sidekiq/web"
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require "sidekiq/cron/web"
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Rails.application.routes.draw do
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resources :questrade_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :indexa_capital_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :mercury_items, only: %i[index new create show edit update destroy] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :wise_items, only: %i[index new create show edit update destroy] do
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collection do
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get :select_profiles
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post :link_profiles
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :brex_items, only: %i[index new create show edit update destroy] do
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collection do
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get :preload_accounts, to: "brex_items/account_flows#preload_accounts"
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get :select_accounts, to: "brex_items/account_flows#select_accounts"
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post :link_accounts, to: "brex_items/account_flows#link_accounts"
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get :select_existing_account, to: "brex_items/account_flows#select_existing_account"
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post :link_existing_account, to: "brex_items/account_flows#link_existing_account"
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end
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member do
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post :sync
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get :setup_accounts, to: "brex_items/account_setups#setup_accounts"
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post :complete_account_setup, to: "brex_items/account_setups#complete_account_setup"
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end
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end
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resources :coinbase_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :binance_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :kraken_items, only: [ :create, :update, :destroy ] do
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collection do
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :snaptrade_items, only: [ :index, :show, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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get :select_existing_account
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post :link_existing_account
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get :callback
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get :oauth_authorize
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get :oauth_callback
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end
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member do
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post :sync
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get :connect
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get :setup_accounts
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post :complete_account_setup
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get :connections
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delete :delete_connection
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end
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end
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resources :ibkr_items, only: [ :create, :update, :destroy ] do
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collection do
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get :select_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :trading212_items, only: [ :create, :update, :destroy ] do
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collection do
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get :select_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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# CoinStats routes
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resources :coinstats_items, only: [ :index, :new, :create, :update, :destroy ] do
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collection do
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post :link_wallet
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post :link_exchange
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end
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member do
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post :sync
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end
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end
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resources :enable_banking_items, only: [ :new, :create, :update, :destroy ] do
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collection do
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get :callback
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :select_bank
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post :authorize
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post :reauthorize
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get :setup_accounts
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post :complete_account_setup
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post :new_connection
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end
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end
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get ".well-known/oauth-protected-resource", to: "oauth_metadata#protected_resource"
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get ".well-known/oauth-authorization-server", to: "oauth_metadata#authorization_server"
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post "register", to: "oauth_registration#create"
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use_doorkeeper do |mapping|
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mapping.controllers authorizations: "oauth/authorizations"
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end
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# MFA routes
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resource :mfa, controller: "mfa", only: [ :new, :create ] do
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get :verify
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post :verify, to: "mfa#verify_code"
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post :webauthn_options
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post :verify_webauthn
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delete :disable
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end
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mount Lookbook::Engine, at: "/design-system" unless Rails.env.production?
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if Rails.env.development?
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mount Rswag::Api::Engine => "/api-docs"
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mount Rswag::Ui::Engine => "/api-docs"
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end
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# Break-glass queue tooling. Development mounts it open for convenience;
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# everywhere else (production, staging, test) the route only exists for a
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# signed-in super admin — see app/constraints/super_admin_constraint.rb.
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# An optional basic-auth second layer can be enabled via SIDEKIQ_WEB_USERNAME
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# and SIDEKIQ_WEB_PASSWORD (config/initializers/sidekiq.rb).
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if Rails.env.development?
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mount Sidekiq::Web => "/sidekiq"
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else
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constraints SuperAdminConstraint.new do
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mount Sidekiq::Web => "/sidekiq"
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end
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end
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# AI chats
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resources :chats do
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resources :messages, only: :create do
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member do
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# Client-side watchdog reports a "Thinking…" bubble that never received
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# a response (e.g. the background worker is down) so it can be failed.
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post :report_timeout
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end
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end
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member do
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post :retry
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end
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end
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resources :family_exports, only: %i[new create index destroy] do
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member do
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get :download
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post :cancel
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end
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end
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resources :syncs, only: [] do
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member do
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post :cancel
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end
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end
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get "exports/archive/:token", to: "archived_exports#show", as: :archived_export
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get "changelog", to: "pages#changelog"
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get "feedback", to: "pages#feedback"
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patch "dashboard/preferences", to: "pages#update_preferences"
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resource :current_session, only: %i[update]
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resource :registration, only: %i[new create]
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resources :sessions, only: %i[index new create destroy]
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# Passwordless sign-in with a discoverable passkey. Unauthenticated by design;
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# rate limited alongside the MFA WebAuthn endpoints in Rack::Attack.
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post "/sessions/passkey_options", to: "passkey_sessions#options", as: :passkey_session_options
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post "/sessions/passkey", to: "passkey_sessions#create", as: :passkey_session
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# Desktop app SSO: opens the flow in the system browser (so passkeys/WebAuthn
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# work), then hands a single-use, PKCE-bound code back via the sure:// scheme
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# which the desktop webview exchanges for a normal web session.
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post "/sessions/desktop_exchange", to: "sessions#desktop_exchange", as: :desktop_sso_exchange
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get "/auth/desktop/:provider", to: "sessions#desktop_sso_start"
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get "/auth/mobile/:provider", to: "sessions#mobile_sso_start"
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match "/auth/:provider/callback", to: "sessions#openid_connect", via: %i[get post]
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match "/auth/failure", to: "sessions#failure", via: %i[get post]
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get "/auth/logout/callback", to: "sessions#post_logout"
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resource :oidc_account, only: [] do
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get :link, on: :collection
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post :create_link, on: :collection
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get :new_user, on: :collection
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post :create_user, on: :collection
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end
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resource :password_reset, only: %i[new create edit update]
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resource :password, only: %i[edit update]
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resource :email_confirmation, only: :new
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resources :users, only: %i[update destroy] do
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delete :reset, on: :member
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delete :reset_with_sample_data, on: :member
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patch :rule_prompt_settings, on: :member
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get :resend_confirmation_email, on: :member
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end
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resource :onboarding, only: :show do
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collection do
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get :preferences
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get :goals
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get :trial
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end
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end
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namespace :settings do
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resource :profile, only: [ :show, :destroy ]
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resource :preferences, only: %i[show update]
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resource :appearance, only: %i[show update]
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resource :debug, only: :show
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resource :background_jobs, controller: "background_jobs", only: :show do
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post :cancel
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end
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resource :hosting, only: %i[show update] do
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delete :clear_cache, on: :collection
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delete :disconnect_external_assistant, on: :collection
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end
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resource :payment, only: :show
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resource :security, only: :show
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resources :webauthn_credentials, only: %i[create destroy] do
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post :options, on: :collection
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end
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resources :sso_identities, only: :destroy
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resources :api_keys, only: [ :index, :show, :new, :create, :destroy ]
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resource :mcp, controller: "mcp", only: :show do
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delete "tokens/:token_id", to: "mcp#revoke", as: :revoke_token
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end
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resource :ai_prompts, only: :show
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resource :llm_usage, only: :show
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resource :guides, only: :show
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get "bank_sync", to: redirect("/settings/providers", status: 301)
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resource :providers, only: %i[show update] do
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collection do
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post :sync_all
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post ":provider_key/sync", action: :sync, as: :sync_provider
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get ":provider_key/connect_form", action: :connect_form, as: :connect_form
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end
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end
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end
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resource :subscription, only: %i[new show create] do
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collection do
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get :upgrade
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get :success
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end
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end
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resources :tags, except: :show do
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resources :deletions, only: %i[new create], module: :tag
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delete :destroy_all, on: :collection
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end
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namespace :category do
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resource :dropdown, only: :show
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end
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resources :categories, except: :show do
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resources :deletions, only: %i[new create], module: :category
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get :merge, on: :collection
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post :perform_merge, on: :collection
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post :bootstrap, on: :collection
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delete :destroy_all, on: :collection
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end
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resources :reports, only: %i[index] do
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patch :update_preferences, on: :collection
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get :export_transactions, on: :collection
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get :google_sheets_instructions, on: :collection
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get :print, on: :collection
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get :picker, on: :collection
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end
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# Hub page fronting budgets + goals under a single "Plan" nav entry.
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resource :plan, only: :show
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resources :budgets, only: %i[index show edit update], param: :month_year do
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post :copy_previous, on: :member
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get :picker, on: :collection
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resources :budget_categories, only: %i[index show update]
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end
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resources :goals do
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member do
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patch :pause
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patch :resume
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patch :complete
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patch :archive
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patch :unarchive
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patch :reopen
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end
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resources :pledges, only: %i[new create destroy], controller: "goal_pledges" do
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member do
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patch :renew
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end
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end
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end
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resources :family_merchants, only: %i[index new create edit update destroy] do
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collection do
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get :merge
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post :perform_merge
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post :enhance
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end
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end
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get :exchange_rate, to: "exchange_rates#show"
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resources :transfers, only: %i[new create destroy show update] do
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member do
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post :mark_as_recurring
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patch :tags, action: :update_tags
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end
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end
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resources :imports, only: %i[index new show create update destroy] do
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member do
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post :publish
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put :revert
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put :apply_template
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post :cancel
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end
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resource :upload, only: %i[show update], module: :import
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resource :configuration, only: %i[show update], module: :import
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resource :clean, only: :show, module: :import
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resource :confirm, only: :show, module: :import
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resource :qif_category_selection, only: %i[show update], module: :import
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resources :rows, only: %i[show update], module: :import
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resources :mappings, only: :update, module: :import
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end
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resources :holdings, only: %i[index new show update destroy] do
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member do
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post :unlock_cost_basis
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patch :remap_security
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post :reset_security
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post :sync_prices
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end
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end
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resources :trades, only: %i[show new create update destroy] do
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member do
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post :unlock
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end
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end
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resources :valuations, only: %i[show new create update destroy] do
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post :confirm_create, on: :collection
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post :confirm_update, on: :member
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end
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namespace :transactions do
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resource :bulk_deletion, only: :create
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resource :bulk_update, only: %i[new create]
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resource :categorize, only: %i[show create] do
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patch :assign_entry, on: :collection
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get :preview_rule, on: :collection
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end
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end
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resources :transactions, only: %i[index new create show update destroy] do
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resource :split, only: %i[new create edit update destroy]
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resource :transfer_match, only: %i[new create]
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resource :pending_duplicate_merges, only: %i[new create]
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resource :category, only: :update, controller: :transaction_categories
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resources :attachments, only: %i[show create destroy], controller: :transaction_attachments
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collection do
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delete :clear_filter
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end
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member do
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get :convert_to_trade
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post :create_trade_from_transaction
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post :mark_as_recurring
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post :merge_duplicate
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post :dismiss_duplicate
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post :unlock
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patch :tags, action: :update_tags
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end
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end
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resources :recurring_transactions, only: %i[index destroy] do
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collection do
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match :identify, via: [ :get, :post ]
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match :cleanup, via: [ :get, :post ]
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patch :update_settings
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end
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member do
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match :toggle_status, via: [ :get, :post ]
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|
end
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end
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resources :insights, only: %i[index] do
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|
collection do
|
|
post :refresh
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|
end
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|
|
member do
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|
patch :acknowledge
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patch :unacknowledge
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|
end
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|
end
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resources :accountable_sparklines, only: :show, param: :accountable_type
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direct :entry do |entry, options|
|
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if entry.new_record?
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route_for entry.entryable_name.pluralize, options
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else
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route_for entry.entryable_name, entry, options
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end
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end
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|
|
resources :rules, except: :show do
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|
member do
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|
get :confirm
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post :apply
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|
end
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|
|
collection do
|
|
delete :destroy_all
|
|
get :confirm_all
|
|
post :apply_all
|
|
post :clear_ai_cache
|
|
end
|
|
end
|
|
|
|
resources :accounts, only: %i[index new show destroy], shallow: true do
|
|
member do
|
|
post :sync
|
|
get :sparkline
|
|
patch :toggle_active
|
|
patch :toggle_exclude_from_reports
|
|
patch :set_default
|
|
patch :remove_default
|
|
get :select_provider
|
|
get :confirm_unlink
|
|
delete :unlink
|
|
end
|
|
|
|
collection do
|
|
post :sync_all
|
|
end
|
|
|
|
resource :sharing, only: [ :show, :update ], controller: "account_sharings"
|
|
end
|
|
|
|
resources :account_statements, only: %i[index show create update destroy] do
|
|
member do
|
|
patch :link
|
|
patch :unlink
|
|
patch :reject
|
|
end
|
|
end
|
|
|
|
# Convenience routes for polymorphic paths
|
|
# Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
|
|
direct :edit_account do |model, options|
|
|
route_for "edit_#{model.accountable_name}", model, options
|
|
end
|
|
|
|
resources :depositories, only: %i[new create edit update]
|
|
resources :investments, only: %i[new create edit update]
|
|
resources :properties, only: %i[new create edit update] do
|
|
member do
|
|
get :balances
|
|
patch :update_balances
|
|
|
|
get :address
|
|
patch :update_address
|
|
end
|
|
end
|
|
resources :vehicles, only: %i[new create edit update]
|
|
resources :credit_cards, only: %i[new create edit update]
|
|
resources :loans, only: %i[new create edit update]
|
|
resources :cryptos, only: %i[new create edit update]
|
|
resources :other_assets, only: %i[new create edit update]
|
|
resources :other_liabilities, only: %i[new create edit update]
|
|
|
|
resources :securities, only: :index
|
|
|
|
resources :invite_codes, only: %i[index create destroy]
|
|
|
|
resources :invitations, only: [ :new, :create, :destroy ] do
|
|
get :accept, on: :member
|
|
end
|
|
|
|
# API routes
|
|
namespace :api do
|
|
namespace :v1 do
|
|
# Authentication endpoints
|
|
post "auth/signup", to: "auth#signup"
|
|
post "auth/login", to: "auth#login"
|
|
post "auth/refresh", to: "auth#refresh"
|
|
post "auth/sso_exchange", to: "auth#sso_exchange"
|
|
post "auth/sso_link", to: "auth#sso_link"
|
|
post "auth/sso_create_account", to: "auth#sso_create_account"
|
|
patch "auth/enable_ai", to: "auth#enable_ai"
|
|
|
|
# Production API endpoints
|
|
resources :accounts, only: [ :index, :show ]
|
|
resources :balances, only: [ :index, :show ]
|
|
resources :budgets, only: [ :index, :show ]
|
|
resources :budget_categories, only: [ :index, :show ]
|
|
resources :categories, only: [ :index, :show, :create ]
|
|
resources :merchants, only: [ :index, :show, :create ]
|
|
resources :rules, only: [ :index, :show ]
|
|
resources :rule_runs, only: [ :index, :show ]
|
|
resources :securities, only: [ :index, :show ]
|
|
resources :security_prices, only: [ :index, :show ]
|
|
resources :tags, only: [ :index, :show, :create, :update, :destroy ]
|
|
|
|
resources :transactions, only: [ :index, :show, :create, :update, :destroy ]
|
|
resources :trades, only: [ :index, :show, :create, :update, :destroy ]
|
|
resources :holdings, only: [ :index, :show ]
|
|
resources :transfers, only: [ :index, :show ]
|
|
resources :rejected_transfers, only: [ :index, :show ]
|
|
resources :valuations, only: [ :index, :create, :update, :show ]
|
|
resources :recurring_transactions, only: [ :index, :show, :create, :update, :destroy ]
|
|
resources :family_exports, only: [ :index, :show, :create ] do
|
|
get :download, on: :member
|
|
end
|
|
resources :imports, only: [ :index, :show, :create ] do
|
|
post :preflight, on: :collection
|
|
get :rows, on: :member
|
|
end
|
|
resources :import_sessions, only: [ :show, :create ] do
|
|
post :chunks, on: :member, action: :create_chunk
|
|
post :publish, on: :member
|
|
end
|
|
resource :usage, only: [ :show ], controller: :usage
|
|
resource :balance_sheet, only: [ :show ], controller: :balance_sheet
|
|
resource :family_settings, only: [ :show ], controller: :family_settings
|
|
post :sync, to: "sync#create", as: :sync_job
|
|
resources :syncs, only: [ :index, :show ] do
|
|
get :latest, on: :collection
|
|
end
|
|
resources :provider_connections, only: [ :index ]
|
|
|
|
resources :chats, only: [ :index, :show, :create, :update, :destroy ] do
|
|
resources :messages, only: [ :create ] do
|
|
post :retry, on: :collection
|
|
end
|
|
end
|
|
|
|
get "users/reset/status", to: "users#reset_status"
|
|
delete "users/reset", to: "users#reset"
|
|
delete "users/me", to: "users#destroy"
|
|
|
|
# Test routes for API controller testing (only available in test environment)
|
|
if Rails.env.test?
|
|
get "test", to: "test#index"
|
|
get "test_not_found", to: "test#not_found"
|
|
get "test_family_access", to: "test#family_access"
|
|
get "test_scope_required", to: "test#scope_required"
|
|
get "test_multiple_scopes_required", to: "test#multiple_scopes_required"
|
|
end
|
|
end
|
|
end
|
|
|
|
|
|
|
|
resources :currencies, only: %i[show]
|
|
|
|
resources :impersonation_sessions, only: [ :create ] do
|
|
post :join, on: :collection
|
|
delete :leave, on: :collection
|
|
|
|
member do
|
|
put :approve
|
|
put :reject
|
|
put :complete
|
|
end
|
|
end
|
|
|
|
resources :plaid_items, only: %i[new edit create destroy] do
|
|
collection do
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
end
|
|
end
|
|
|
|
resources :simplefin_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
post :balances
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
post :dismiss_replacement_suggestion
|
|
end
|
|
end
|
|
|
|
resources :lunchflow_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :redbark_items, only: %i[create update destroy] do
|
|
collection do
|
|
get :select_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :akahu_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :up_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :sophtron_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :connect_institution
|
|
post :sync
|
|
post :toggle_manual_sync
|
|
post :balances
|
|
get :connection_status
|
|
post :submit_mfa
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
namespace :webhooks do
|
|
post "plaid"
|
|
post "plaid_eu"
|
|
post "stripe"
|
|
end
|
|
|
|
get "redis-configuration-error", to: "pages#redis_configuration_error"
|
|
|
|
# MCP server endpoint for external AI assistants (JSON-RPC 2.0)
|
|
post "mcp", to: "mcp#handle"
|
|
|
|
# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
|
|
# Can be used by load balancers and uptime monitors to verify that the app is live.
|
|
get "up" => "rails/health#show", as: :rails_health_check
|
|
|
|
# Render dynamic PWA files from app/views/pwa/*
|
|
get "service-worker" => "pwa#service_worker", as: :pwa_service_worker, defaults: { format: :js }
|
|
get "manifest" => "pwa#manifest", as: :pwa_manifest, defaults: { format: :json }
|
|
|
|
get "imports/:import_id/upload/sample_csv", to: "import/uploads#sample_csv", as: :import_upload_sample_csv
|
|
|
|
privacy_url = ENV["LEGAL_PRIVACY_URL"].presence
|
|
terms_url = ENV["LEGAL_TERMS_URL"].presence
|
|
get "privacy", to: privacy_url ? redirect(privacy_url) : "pages#privacy"
|
|
get "terms", to: terms_url ? redirect(terms_url) : "pages#terms"
|
|
get "intro", to: "pages#intro"
|
|
|
|
# Admin namespace for super admin functionality
|
|
namespace :admin do
|
|
resources :sso_providers do
|
|
member do
|
|
patch :toggle
|
|
post :test_connection
|
|
end
|
|
end
|
|
resources :users, only: [ :index, :update ]
|
|
resources :invitations, only: [ :destroy ]
|
|
resources :families, only: [] do
|
|
member do
|
|
delete :invitations, to: "invitations#destroy_all"
|
|
end
|
|
end
|
|
end
|
|
|
|
# Defines the root path route ("/")
|
|
root "pages#dashboard"
|
|
end
|