2024-02-02 09:05:04 -06:00
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source "https://rubygems.org"
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2024-03-06 05:19:10 -08:00
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ruby file: ".ruby-version"
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2024-02-02 09:05:04 -06:00
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2024-02-03 11:15:37 -05:00
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# Rails
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2024-11-05 08:17:40 -05:00
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gem "rails", "~> 7.2.2"
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2024-02-02 09:05:04 -06:00
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2024-02-03 11:15:37 -05:00
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# Drivers
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2024-02-19 08:17:41 -05:00
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gem "pg", "~> 1.5"
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2025-03-19 12:36:16 -04:00
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gem "redis", "~> 5.4"
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2024-02-02 09:05:04 -06:00
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2024-02-03 11:15:37 -05:00
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# Deployment
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2024-02-02 09:05:04 -06:00
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gem "puma", ">= 5.0"
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2024-02-03 11:15:37 -05:00
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gem "bootsnap", require: false
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2024-02-02 09:05:04 -06:00
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2024-02-03 11:15:37 -05:00
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# Assets
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2024-02-02 09:05:04 -06:00
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gem "importmap-rails"
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2024-02-03 11:15:37 -05:00
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gem "propshaft"
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gem "tailwindcss-rails"
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2024-02-08 10:46:05 -06:00
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gem "lucide-rails", github: "maybe-finance/lucide-rails"
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2024-02-02 09:05:04 -06:00
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2025-04-30 18:14:22 -04:00
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# Hotwire + UI
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2024-02-02 09:05:04 -06:00
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gem "stimulus-rails"
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2024-02-07 10:07:14 -05:00
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gem "turbo-rails"
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2025-04-30 18:14:22 -04:00
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gem "view_component"
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2025-06-16 11:07:38 -04:00
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# https://github.com/lookbook-hq/lookbook/issues/712
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# TODO: Remove max version constraint when fixed
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2025-06-23 10:21:33 -04:00
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gem "lookbook", "2.3.11"
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2025-06-16 11:07:38 -04:00
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2025-03-17 13:04:59 -04:00
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gem "hotwire_combobox"
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2024-02-02 09:05:04 -06:00
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2024-02-10 16:18:56 -06:00
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# Background Jobs
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2025-03-19 12:36:16 -04:00
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gem "sidekiq"
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2025-05-15 10:19:56 -04:00
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gem "sidekiq-cron"
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2024-02-10 16:18:56 -06:00
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2025-04-21 08:10:04 -05:00
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# Monitoring
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2025-02-25 08:37:51 -06:00
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gem "vernier"
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2025-01-31 19:08:21 -05:00
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gem "rack-mini-profiler"
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2024-04-08 11:29:11 -05:00
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gem "sentry-ruby"
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gem "sentry-rails"
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2025-03-19 12:36:16 -04:00
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gem "sentry-sidekiq"
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2025-02-03 19:49:41 -06:00
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gem "logtail-rails"
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2025-06-14 11:53:53 -04:00
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gem "skylight", groups: [ :production ]
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2024-04-08 11:29:11 -05:00
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2024-04-30 18:38:33 +01:00
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# Active Storage
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2025-01-23 10:22:53 -06:00
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gem "aws-sdk-s3", "~> 1.177.0", require: false
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2024-04-30 18:38:33 +01:00
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gem "image_processing", ">= 1.2"
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2024-02-03 11:15:37 -05:00
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# Other
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2025-05-20 09:09:10 -04:00
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gem "ostruct"
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2024-05-02 10:18:06 -04:00
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gem "bcrypt", "~> 3.1"
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2024-11-15 13:49:37 -05:00
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gem "jwt"
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Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth
* Add API test routes and update Doorkeeper token handling for test environment
- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.
* Implement API key authentication and enhance access control
- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.
* Add API key rate limiting and usage tracking
- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.
* Add Jbuilder for JSON rendering and refactor AccountsController
- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.
* Add transactions resource to API routes
- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.
* Enhance API authentication and onboarding handling
- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.
* Fix rubocop offenses
- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix API test failures and improve test reliability
- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop
All tests now pass and linting is clean.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add API transactions controller warning to brakeman ignore
The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
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gem "jbuilder"
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# OAuth & API Security
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gem "doorkeeper"
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gem "rack-attack", "~> 6.6"
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2024-02-10 16:18:56 -06:00
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gem "faraday"
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2024-05-02 10:18:06 -04:00
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gem "faraday-retry"
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2024-10-08 16:58:38 -05:00
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gem "faraday-multipart"
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2024-05-02 10:18:06 -04:00
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gem "inline_svg"
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gem "octokit"
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2024-03-08 15:11:58 -05:00
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gem "pagy"
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2024-05-02 10:18:06 -04:00
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gem "rails-settings-cached"
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2024-08-23 10:06:24 -04:00
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gem "tzinfo-data", platforms: %i[windows jruby]
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2024-05-17 09:09:32 -04:00
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gem "csv"
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2024-07-18 14:39:38 -04:00
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gem "redcarpet"
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2024-10-08 14:37:47 -05:00
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gem "stripe"
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2024-10-08 10:50:49 -05:00
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gem "intercom-rails"
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2024-11-15 13:49:37 -05:00
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gem "plaid"
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2025-02-06 14:16:53 -06:00
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gem "rotp", "~> 6.3"
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2025-04-28 14:59:21 -04:00
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gem "rqrcode", "~> 3.0"
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2025-03-24 09:59:27 -04:00
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gem "activerecord-import"
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2024-02-02 09:05:04 -06:00
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2025-05-15 10:19:56 -04:00
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# State machines
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gem "aasm"
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gem "after_commit_everywhere", "~> 1.0"
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Personal finance AI (v1) (#2022)
* AI sidebar
* Add chat and message models with associations
* Implement AI chat functionality with sidebar and messaging system
- Add chat and messages controllers
- Create chat and message views
- Implement chat-related routes
- Add message broadcasting and user interactions
- Update application layout to support chat sidebar
- Enhance user model with initials method
* Refactor AI sidebar with enhanced chat menu and interactions
- Update sidebar layout with dynamic width and improved responsiveness
- Add new chat menu Stimulus controller for toggling between chat and chat list views
- Improve chat list display with recent chats and empty state
- Extract AI avatar to a partial for reusability
- Enhance message display and interaction styling
- Add more contextual buttons and interaction hints
* Improve chat scroll behavior and message styling
- Refactor chat scroll functionality with Stimulus controller
- Optimize message scrolling in chat views
- Update message styling for better visual hierarchy
- Enhance chat container layout with flex and auto-scroll
- Simplify message rendering across different chat views
* Extract AI avatar to a shared partial for consistent styling
- Refactor AI avatar rendering across chat views
- Replace hardcoded avatar markup with a reusable partial
- Simplify avatar display in chats and messages views
* Update sidebar controller to handle right panel width dynamically
- Add conditional width class for right sidebar panel
- Ensure consistent sidebar toggle behavior for both left and right panels
- Use specific width class for right panel (w-[375px])
* Refactor chat form and AI greeting with flexible partials
- Extract message form to a reusable partial with dynamic context support
- Create flexible AI greeting partial for consistent welcome messages
- Simplify chat and sidebar views by leveraging new partials
- Add support for different form scenarios (chat, new chat, sidebar)
- Improve code modularity and reduce duplication
* Add chat clearing functionality with dynamic menu options
- Implement clear chat action in ChatsController
- Add clear chat route to support clearing messages
- Update AI sidebar with dropdown menu for chat actions
- Preserve system message when clearing chat
- Enhance chat interaction with new menu options
* Add frontmatter to project structure documentation
- Create initial frontmatter for structure.mdc file
- Include description and configuration options
- Prepare for potential dynamic documentation rendering
* Update general project rules with additional guidelines
- Add rule for using `Current.family` instead of `current_family`
- Include new guidelines for testing, API routes, and solution approach
- Expand project-specific rules for more consistent development practices
* Add OpenAI gem and AI-friendly data representations
- Add `ruby-openai` gem for AI integration
- Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement
- Include Promptable module in both models
- Add savings rate calculation method in IncomeStatement
- Prepare financial models for AI-powered insights and interactions
* Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities
- Implement comprehensive AI financial query system with function-based interactions
- Add detailed debug logging for AI responses and function calls
- Extend BalanceSheet and IncomeStatement models with AI-friendly methods
- Create robust error handling and fallback mechanisms for AI queries
- Update chat and message views to support debug mode and enhanced rendering
- Add AI query routes and initial test coverage for financial assistant
* Refactor AI sidebar and chat layout with improved structure and comments
- Remove inline AI chat from application layout
- Enhance AI sidebar with more semantic HTML structure
- Add descriptive comments to clarify different sections of chat view
- Improve flex layout and scrolling behavior in chat messages container
- Optimize message rendering with more explicit class names and structure
* Add Markdown rendering support for AI chat messages
- Implement `markdown` helper method in ApplicationHelper using Redcarpet
- Update message view to render AI messages with Markdown formatting
- Add comprehensive Markdown rendering options (tables, code blocks, links)
- Enhance AI Financial Assistant prompt to encourage Markdown usage
- Remove commented Markdown CSS in Tailwind application stylesheet
* Missing comma
* Enhance AI response processing with chat history context
* Improve AI debug logging with payload size limits and internal message flag
* Enhance AI chat interaction with improved thinking indicator and scrolling behavior
* Add AI consent and enable/disable functionality for AI chat
* Upgrade Biome and refactor JavaScript template literals
- Update @biomejs/biome to latest version with caret (^) notation
- Refactor AI query and chat controllers to use template literals
- Standardize npm scripts formatting in package.json
* Add beta testing usage note to AI consent modal
* Update test fixtures and configurations for AI chat functionality
- Add family association to chat fixtures and tests
- Set consistent password digest for test users
- Enable AI for test users
- Add OpenAI access token for test environment
- Update chat and user model tests to include family context
* Simplify data model and get tests passing
* Remove structure.mdc from version control
* Integrate AI chat styles into existing prose pattern
* Match Figma design spec, implement Turbo frames and actions for chats controller
* AI rules refresh
* Consolidate Stimulus controllers, thinking state, controllers, and views
* Naming, domain alignment
* Reset migrations
* Improve data model to support tool calls and message types
* Tool calling tests and fixtures
* Tool call implementation and test
* Get assistant test working again
* Test updates
* Process tool calls within provider
* Chat UI back to working state again
* Remove stale code
* Tests passing
* Update openai class naming to avoid conflicts
* Reconfigure test env
* Rebuild gemfile
* Fix naming conflicts for ChatResponse
* Message styles
* Use OpenAI conversation state management
* Assistant function base implementation
* Add back thinking messages, clean up error handling for chat
* Fix sync error when security price has bad data from provider
* Add balance sheet function to assistant
* Add better function calling error visibility
* Add income statement function
* Simplify and clean up "thinking" interactions with Turbo frames
* Remove stale data definitions from functions
* Ensure VCR fixtures working with latest code
* basic stream implementation
* Get streaming working
* Make AI sidebar wider when left sidebar is collapsed
* Get tests working with streaming responses
* Centralize provider error handling
* Provider data boundaries
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-03-28 13:08:22 -04:00
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# AI
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gem "ruby-openai"
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2024-02-02 09:05:04 -06:00
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group :development, :test do
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2024-08-23 10:06:24 -04:00
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gem "debug", platforms: %i[mri windows]
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2024-02-02 09:05:04 -06:00
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gem "brakeman", require: false
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gem "rubocop-rails-omakase", require: false
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2024-02-03 14:17:49 -06:00
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gem "i18n-tasks"
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2024-04-09 16:08:58 +04:00
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gem "erb_lint"
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2024-08-01 19:43:23 -04:00
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gem "dotenv-rails"
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2024-02-02 09:05:04 -06:00
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end
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2025-06-14 11:53:53 -04:00
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if ENV["BENCHMARKING_ENABLED"]
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gem "dotenv-rails", groups: [ :production ]
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end
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2024-02-02 09:05:04 -06:00
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group :development do
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2025-01-07 11:54:19 -05:00
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gem "hotwire-livereload"
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2024-05-02 10:18:06 -04:00
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gem "letter_opener"
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2024-02-02 17:01:16 +00:00
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gem "ruby-lsp-rails"
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2024-05-02 10:18:06 -04:00
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gem "web-console"
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2024-07-11 08:37:21 -04:00
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gem "faker"
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2025-01-31 19:08:21 -05:00
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gem "benchmark-ips"
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2025-06-14 11:53:53 -04:00
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gem "stackprof"
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gem "derailed_benchmarks"
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2025-04-18 18:53:10 +05:30
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gem "foreman"
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2024-02-02 09:05:04 -06:00
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end
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group :test do
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gem "capybara"
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gem "selenium-webdriver"
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2024-03-27 09:16:00 -06:00
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gem "mocha"
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gem "vcr"
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gem "webmock"
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2024-05-02 13:18:18 -04:00
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gem "climate_control"
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2024-05-17 18:12:31 -04:00
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gem "simplecov", require: false
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2024-02-02 09:05:04 -06:00
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end
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