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Maybe/app/views/settings/_settings_nav.html.erb

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<%
nav_sections = [
{
header: t(".general_section_title"),
items: [
{ label: t(".profile_label"), path: settings_profile_path, icon: "circle-user" },
{ label: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" },
{ label: t(".security_label"), path: settings_security_path, icon: "shield-check" },
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>
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{ label: "API Key", path: settings_api_key_path, icon: "key" },
{ label: t(".self_hosting_label"), path: settings_hosting_path, icon: "database", if: self_hosted? },
{ label: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign", if: !self_hosted? },
{ label: t(".accounts_label"), path: accounts_path, icon: "layers" },
{ label: t(".imports_label"), path: imports_path, icon: "download" }
]
},
{
header: t(".transactions_section_title"),
items: [
{ label: t(".tags_label"), path: tags_path, icon: "tags" },
{ label: t(".categories_label"), path: categories_path, icon: "shapes" },
{ label: t(".rules_label"), path: rules_path, icon: "git-branch" },
{ label: t(".merchants_label"), path: family_merchants_path, icon: "store" }
]
},
{
header: t(".other_section_title"),
items: [
{ label: t(".whats_new_label"), path: changelog_path, icon: "box" },
{ label: t(".feedback_label"), path: feedback_path, icon: "megaphone" }
]
}
]
%>
<div class="space-y-4">
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<div class="hidden lg:flex items-center gap-2 p-1.5">
<%= render DS::Link.new(
text: "Back",
icon: "chevron-left",
href: previous_path,
variant: "ghost",
) %>
<%= link_to previous_path, class: "hidden md:block uppercase bg-surface-inset-hover rounded-sm px-1 py-0.5 text-xs text-secondary shadow-sm ml-1 pointer-events-none", data: { controller: "hotkey", hotkey: "Escape" } do %>
<kbd>esc</kbd>
<% end %>
</div>
<nav class="space-y-4 hidden md:block">
<% nav_sections.each do |section| %>
<section class="space-y-2">
<div class="flex items-center gap-2 px-3">
<h3 class="uppercase text-secondary font-medium text-xs"><%= section[:header] %></h3>
<%= render "shared/ruler", classes: "w-full" %>
</div>
<ul class="space-y-1">
<% section[:items].each do |item| %>
<% next if item[:if] == false %>
<li>
<%= render "settings/settings_nav_item", name: item[:label], path: item[:path], icon: item[:icon] %>
</li>
<% end %>
</ul>
</section>
<% end %>
<section>
<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 px-3 py-2 rounded-lg text-sm text-destructive hover:bg-surface-hover w-full" do %>
<%= icon("log-out", color: "current") %>
<span><%= t(".logout") %></span>
<% end %>
</section>
</nav>
<nav class="space-y-4 overflow-y-auto md:hidden" id="mobile-settings-nav" data-controller="preserve-scroll scroll-on-connect">
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
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<ul class="flex space-y-1">
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<li>
<%= render DS::Link.new(
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text: "Back",
icon: "chevron-left",
href: previous_path,
variant: "ghost",
) %>
</li>
<% nav_sections.each do |section| %>
<% section[:items].each do |item| %>
<% next if item[:if] == false %>
<li>
<%= render "settings/settings_nav_item", name: item[:label], path: item[:path], icon: item[:icon] %>
</li>
<% end %>
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
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<% end %>
<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 px-3 py-2 rounded-lg text-sm text-destructive hover:bg-surface-hover w-full" do %>
<%= icon("log-out", color: "current") %>
<span><%= t(".logout") %></span>
<% end %>
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
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</ul>
</nav>
</div>