1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-19 13:19:39 +02:00
Maybe/app/helpers/settings_helper.rb

66 lines
2.3 KiB
Ruby
Raw Normal View History

module SettingsHelper
SETTINGS_ORDER = [
2025-06-30 10:22:37 -04:00
{ name: "Account", path: :settings_profile_path },
{ name: "Preferences", path: :settings_preferences_path },
{ name: "Security", path: :settings_security_path },
{ name: "Self hosting", path: :settings_hosting_path, condition: :self_hosted? },
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
{ name: "API Key", path: :settings_api_key_path },
2025-06-30 10:22:37 -04:00
{ name: "Billing", path: :settings_billing_path, condition: :not_self_hosted? },
{ name: "Accounts", path: :accounts_path },
{ name: "Imports", path: :imports_path },
{ name: "Tags", path: :tags_path },
{ name: "Categories", path: :categories_path },
Transaction rules engine V1 (#1900) * Domain model sketch * Scaffold out rules domain * Migrations * Remove existing data enrichment for clean slate * Sketch out business logic and basic tests * Simplify rule scope building and action executions * Get generator working again * Basic implementation + tests * Remove manual merchant management (rules will replace) * Revert "Remove manual merchant management (rules will replace)" This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e. * Family and Provider merchants model * Fix brakeman warnings * Fix notification loader * Update notification position * Add Rule action and condition registries * Rule form with compound conditions and tests * Split out notification types, add CTA type * Rules form builder and Stimulus controller * Clean up rule registry domain * Clean up rules stimulus controller * CTA message for rule when user changes transaction category * Fix tests * Lint updates * Centralize notifications in Notifiable concern * Implement category rule prompts with auto backoff and option to disable * Fix layout bug caused by merge conflict * Initialize rule with correct action for category CTA * Add rule deletions, get rules working * Complete dynamic rule form, split Stimulus controllers by resource * Fix failing tests * Change test password to avoid chromium conflicts * Update integration tests * Centralize all test password references * Add re-apply rule action * Rule confirm modal * Run migrations * Trigger rule notification after inline category updates * Clean up rule styles * Basic attribute locking for rules * Apply attribute locks on user edits * Log data enrichments, only apply rules to unlocked attributes * Fix merge errors * Additional merge conflict fixes * Form UI improvements, ignore attribute locks on manual rule application * Batch AI auto-categorization of transactions * Auto merchant detection, ai enrichment in batches * Fix Plaid merchant assignments * Plaid category matching * Cleanup 1 * Test cleanup * Remove stale route * Fix desktop chat UI issues * Fix mobile nav styling issues
2025-04-18 11:39:58 -04:00
{ name: "Rules", path: :rules_path },
2025-06-30 10:22:37 -04:00
{ name: "Merchants", path: :family_merchants_path },
{ name: "What's new", path: :changelog_path },
{ name: "Feedback", path: :feedback_path }
]
def adjacent_setting(current_path, offset)
visible_settings = SETTINGS_ORDER.select { |setting| setting[:condition].nil? || send(setting[:condition]) }
current_index = visible_settings.index { |setting| send(setting[:path]) == current_path }
return nil unless current_index
adjacent_index = current_index + offset
return nil if adjacent_index < 0 || adjacent_index >= visible_settings.size
adjacent = visible_settings[adjacent_index]
render partial: "settings/settings_nav_link_large", locals: {
path: send(adjacent[:path]),
direction: offset > 0 ? "next" : "previous",
title: adjacent[:name]
}
end
def settings_section(title:, subtitle: nil, &block)
content = capture(&block)
render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content }
end
def settings_nav_footer
previous_setting = adjacent_setting(request.path, -1)
next_setting = adjacent_setting(request.path, 1)
content_tag :div, class: "hidden md:flex flex-row justify-between gap-4" do
concat(previous_setting)
concat(next_setting)
end
end
def settings_nav_footer_mobile
previous_setting = adjacent_setting(request.path, -1)
next_setting = adjacent_setting(request.path, 1)
content_tag :div, class: "md:hidden flex flex-col gap-4" do
concat(previous_setting)
concat(next_setting)
end
end
private
def not_self_hosted?
!self_hosted?
end
end