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8 commits

Author SHA1 Message Date
Zach Gollwitzer
018310d4d1 Fix rate limiting errors in API transaction controller tests
When tests run in parallel, they were sharing the same API key fixtures
which caused Redis rate limit counters to accumulate across test workers,
leading to unexpected rate limit errors.

Changes:
- Create fresh API keys in setup instead of using fixtures
- Each API key gets a unique auto-generated ID
- Clear existing active keys to avoid validation conflicts
- Use different sources (web/mobile) for multiple test keys
- Clear Redis rate limit data in setup to ensure clean state
- Update api_headers helper to use display_key instead of plain_key

This follows the existing pattern used in UsageControllerTest for
handling API keys that interact with Redis state.
2025-07-08 11:46:33 -04:00
Zach Gollwitzer
662f2c04ce
Multi-step account forms + clearer balance editing (#2427)
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* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
2025-07-03 09:33:07 -04:00
Zach Gollwitzer
1aae00f586
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
2025-06-20 13:31:58 -04:00
Josh Pigford
7aca5a2277 Fix remaining rubocop offenses
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- Fix string literal style in doorkeeper.rb
- Add missing final newlines
- Remove trailing whitespace
- Fix array bracket spacing in migrations

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 08:38:04 -05:00
Josh Pigford
9336719242 Add secure OAuth2-based mobile authentication
- Replace API keys with OAuth2 tokens for mobile apps
- Add device tracking and management for mobile sessions
- Implement 30-day token expiration with refresh tokens
- Add MFA/2FA support for mobile login
- Create dedicated auth endpoints (signup/login/refresh)
- Skip CSRF protection for API endpoints
- Return plaintext tokens (not hashed) in responses
- Track devices with unique IDs and metadata
- Enable seamless native mobile experience without OAuth redirects

This provides enterprise-grade security for the iOS/Android apps while maintaining a completely native authentication flow.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 08:20:22 -05:00
Josh Pigford
404066eaa1 Fix rubocop linting issues in API chat endpoints
- Fix trailing whitespace
- Add missing final newlines
- Fix array bracket spacing
- Auto-corrected all layout issues

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 04:36:31 -05:00
Josh Pigford
94202b2a6b Add API v1 chat endpoints
- Add chats#index and chats#show endpoints to list and view AI conversations
- Add messages#create endpoint to send messages to AI chats
- Include API documentation for chat endpoints
- Add controller tests for new endpoints

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 04:32:14 -05:00
Josh Pigford
b803ddac96
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