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@ampersandru ampersandru commented Oct 24, 2025

Due to some confusion and complexity of multiple Brand API and what Client ID to use, adding instructions to the self-hosting settings page

Summary by CodeRabbit

  • New Features
    • Added an inline, ordered walkthrough in Brand Fetch settings (displayed when the Client ID isn't configured) that guides users to create a developer account, open the Logo API page, reveal the Client ID, and paste it into the settings.

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coderabbitai bot commented Oct 24, 2025

Walkthrough

Adds an instructional HTML block to the Brand Fetch settings template that displays three ordered steps with external links when the BRAND_FETCH_CLIENT_ID environment variable is not configured.

Changes

Cohort / File(s) Summary
UI Enhancement
app/views/settings/hostings/_brand_fetch_settings.html.erb
Inserted an instructional <div> containing an ordered list with three steps and external links guiding users to create a Brandfetch developer account, open the Logo API page, and reveal/paste the Client ID when BRAND_FETCH_CLIENT_ID is unset.

Sequence Diagram(s)

Not applicable — UI-only change with no control-flow or new interactions.

Estimated code review effort

🎯 1 (Trivial) | ⏱️ ~3 minutes

Poem

🐰 A helpful paw extends with grace,
Three links now guide you to your place,
When secrets hide and IDs sleep,
Instructions beckon, clear and deep.
Hop on, paste, and finish the leap! 🥕

Pre-merge checks and finishing touches

❌ Failed checks (1 warning)
Check name Status Explanation Resolution
Docstring Coverage ⚠️ Warning Docstring coverage is 0.00% which is insufficient. The required threshold is 80.00%. You can run @coderabbitai generate docstrings to improve docstring coverage.
✅ Passed checks (2 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title Check ✅ Passed The pull request title "Add instructions on how to obtain Brand Logo Client ID API" directly and clearly summarizes the main change in the changeset. The title is concise, specific, and uses descriptive language that accurately reflects what was added—instructional content for users to understand how to obtain the Brand Logo Client ID. A teammate scanning the repository history would immediately understand that this PR adds guidance for obtaining the Client ID, which is exactly what the changes accomplish. The title avoids vague terms and provides sufficient clarity about the primary intent of the changeset.
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Actionable comments posted: 2

📜 Review details

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Reviewing files that changed from the base of the PR and between 03cac95 and 601f99c.

📒 Files selected for processing (1)
  • app/views/settings/hostings/_brand_fetch_settings.html.erb (1 hunks)
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📓 Path-based instructions (15)
app/views/**/*.erb

📄 CodeRabbit inference engine (AGENTS.md)

app/views/**/*.erb: Keep heavy logic out of ERB views; prefer helpers/components instead
ERB templates are linted by erb-lint per .erb_lint.yml

Always use the icon helper (icon) for icons; never call lucide_icon directly

Files:

  • app/views/settings/hostings/_brand_fetch_settings.html.erb
app/views/**/*.html.*

📄 CodeRabbit inference engine (.github/copilot-instructions.md)

app/views/**/*.html.*: Use partials only for simple, context-specific, mostly static HTML content.
Prefer semantic HTML; use Turbo Frames where possible instead of client-side solutions.
Use query params for state, not localStorage or sessionStorage.
Always perform server-side formatting for currencies, numbers, and dates.

Files:

  • app/views/settings/hostings/_brand_fetch_settings.html.erb
**/*.{html,erb,slim,js,jsx,ts,tsx,css,scss}

📄 CodeRabbit inference engine (.github/copilot-instructions.md)

Always use functional design tokens (e.g., text-primary, bg-container) from the design system; do not use raw colors or ad-hoc classes.

Files:

  • app/views/settings/hostings/_brand_fetch_settings.html.erb
**/app/**/*.erb

📄 CodeRabbit inference engine (CLAUDE.md)

Always use the icon helper for icons in templates; never use lucide_icon directly.

Files:

  • app/views/settings/hostings/_brand_fetch_settings.html.erb
**/app/views/**/*.erb

📄 CodeRabbit inference engine (CLAUDE.md)

**/app/views/**/*.erb: Keep domain logic OUT of view templates; logic belongs in component files, not templates.
Use partials only for primarily static, simple HTML with minimal logic, and only when not likely to be reused.
Prefer native HTML over JavaScript components for UI elements (e.g., use <dialog>, <details><summary>).
Leverage Turbo frames for page sections over client-side JavaScript solutions.
Use query params (not localStorage/sessions) for client state management.
Perform server-side formatting for currencies, numbers, and dates in templates.

Files:

  • app/views/settings/hostings/_brand_fetch_settings.html.erb
**/app/**/*.{rb,erb,js,css}

📄 CodeRabbit inference engine (CLAUDE.md)

Push Rails to its limits before adding new dependencies; a strong technical/business reason is required for new dependencies.

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  • app/views/settings/hostings/_brand_fetch_settings.html.erb
**/*.{rb,erb,haml,slim}

📄 CodeRabbit inference engine (.cursor/rules/general-rules.mdc)

**/*.{rb,erb,haml,slim}: Use Current.user for the current user; do not use current_user
Use Current.family for the current family; do not use current_family
Ignore i18n methods; hardcode strings in English for now (do not use I18n.t, t, or similar)

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  • app/views/settings/hostings/_brand_fetch_settings.html.erb
app/views/**/*.html.erb

📄 CodeRabbit inference engine (.cursor/rules/project-conventions.mdc)

app/views/**/*.html.erb: Prefer native HTML elements (e.g., ,

) over JS-based components
Leverage Turbo frames to break up pages instead of JS-driven client-side solutions
Prefer native client-side form validation when possible

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app/{models,controllers,views}/**/*.{rb,erb}

📄 CodeRabbit inference engine (.cursor/rules/project-conventions.mdc)

Avoid N+1 queries

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{app/javascript/controllers/**/*.{js,ts},app/views/**/*.erb,app/components/**/*.erb}

📄 CodeRabbit inference engine (.cursor/rules/stimulus_conventions.mdc)

Use declarative Stimulus actions in ERB (data-action) instead of imperative event listeners in controller lifecycle (e.g., avoid addEventListener in connect); controllers should just respond to actions

Files:

  • app/views/settings/hostings/_brand_fetch_settings.html.erb
{app/components/**/*.{js,ts,erb},app/views/**/*.erb}

📄 CodeRabbit inference engine (.cursor/rules/stimulus_conventions.mdc)

Component-scoped Stimulus controllers in app/components must be used only within their component views, not in app/views

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{app/views/**,app/helpers/**,app/javascript/controllers/**}

📄 CodeRabbit inference engine (.cursor/rules/ui-ux-design-guidelines.mdc)

{app/views/**,app/helpers/**,app/javascript/controllers/**}: Style UI using TailwindCSS v4.x with the custom design system defined in app/assets/tailwind/maybe-design-system.css
Always start by referencing app/assets/tailwind/maybe-design-system.css to understand available primitives, functional tokens, and component tokens before styling
Prefer functional tokens from the design system over raw Tailwind values (e.g., use text-primary, bg-container, border border-primary instead of text-white, bg-white, border-gray-200)

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{app/views/**,app/helpers/**}

📄 CodeRabbit inference engine (.cursor/rules/ui-ux-design-guidelines.mdc)

Always generate semantic HTML

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{app/views,app/components}/**/*.html.erb

📄 CodeRabbit inference engine (.cursor/rules/view_conventions.mdc)

{app/views,app/components}/**/*.html.erb: Keep domain logic out of ERB templates; compute values in component/controller code and reference them in the template
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Pass data from Rails to Stimulus via data-*-value attributes, not inline JavaScript

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app/views/**/_*.html.erb

📄 CodeRabbit inference engine (.cursor/rules/view_conventions.mdc)

Name partials with a leading underscore (e.g., _trend_change.html.erb, _form_errors.html.erb)

Files:

  • app/views/settings/hostings/_brand_fetch_settings.html.erb

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coderabbitai bot commented Oct 24, 2025

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@jjmata jjmata self-requested a review October 26, 2025 16:38
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jjmata commented Oct 26, 2025

LGTM!
Screenshot 2025-10-26 at 5 46 28 PM

@jjmata jjmata merged commit db19c95 into we-promise:main Oct 26, 2025
6 checks passed
TimesAgainst pushed a commit to Nova-Haven/sure-mod that referenced this pull request Oct 28, 2025
commit 9fefe57
Author: João Felipe <[email protected]>
Date:   Wed Oct 29 02:15:14 2025 +0400

    Feature/yahoo finance (we-promise#123)

    * Implement Yahoo Finance

    * Added tests

    * Updated hosting controller to check for managed app_mode instead of env_override

    * Suggestions from CodeRabbit and Fixes on tests

    * Remove Css changes

    * Fix yahoo finance impl and i18n

    * Updated view to use healthy method

    * remove usage

    * Updated env example

    * keep usage on class just to keep same format

    * Ci test

    * Remove some useless validations

    * Remove logs

    * Linter fixes

    * Broke this in my conflict merge

    * Wrong indentation level

    ---------

    Signed-off-by: Juan José Mata <[email protected]>
    Co-authored-by: Juan José Mata <[email protected]>

commit 3910116
Author: Albert Solà <[email protected]>
Date:   Tue Oct 28 20:23:20 2025 +0000

    Update pages/dashboard locales (we-promise#255)

commit 4fb0a38
Author: soky srm <[email protected]>
Date:   Tue Oct 28 19:32:27 2025 +0100

    Providers factory (we-promise#250)

    * Implement providers factory

    * Multiple providers sync support

    - Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced
    - Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility
    - Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync
    TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex
    - Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.)

    * Add generic provider_import_adapter

    * Finish unified import strategy

    * Update app/models/plaid_account.rb

    Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
    Signed-off-by: soky srm <[email protected]>

    * Update app/models/provider/factory.rb

    Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
    Signed-off-by: soky srm <[email protected]>

    * Fix account linked by plaid_id instead of external_id

    * Parse numerics to BigDecimal

    Parse numerics to BigDecimal before computing amount; guard nils.

    Avoid String * String and float drift; also normalize date.

    * Fix incorrect usage of assert_raises.

    * Fix linter

    * Fix processor test.

    * Update current_balance_manager.rb

    * Test fixes

    * Fix plaid linked account test

    * Add support for holding per account_provider

    * Fix proper account access

    Also fix account deletion for simpefin too

    * FIX match tests for consistency

    * Some more factory updates

    * Fix account schema for multipe providers

      Can do:
      - Account #1 → PlaidAccount + SimplefinAccount (multiple different providers)
      - Account #2 → PlaidAccount only
      - Account #3 → SimplefinAccount only

      Cannot do:
      - Account #1 → PlaidAccount + PlaidAccount (duplicate provider type)
      - PlaidAccount we-promise#123 → Account #1 + Account #2 (provider linked to multiple accounts)

    * Fix account setup

    - An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type])
      - Each provider should maintain its own separate entries
      - We should NOT update one provider's entry when another provider syncs

    * Fix linter and guard migration

    * FIX linter issues.

    * Fixes

    - Remove duplicated index
    - Pass account_provider_id
    - Guard holdings call to avoid NoMethodError

    * Update schema and provider import fix

    * Plaid doesn't allow holdings deletion

    * Use ClimateControl for proper env setup

    * No need for this in .git

    ---------

    Signed-off-by: soky srm <[email protected]>
    Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
    Co-authored-by: Juan José Mata <[email protected]>

commit 72e7d77
Author: Juan José Mata <[email protected]>
Date:   Mon Oct 27 21:52:37 2025 +0100

    Add onboarding state selector for self-hosted signup (we-promise#251)

    * Add onboarding modes to self-hosted signup

    * Style form consistently

    * Configure ONBOARDING_STATE via ENV

commit dcb6748
Author: ampersandru <[email protected]>
Date:   Mon Oct 27 04:18:45 2025 -0700

    Added a clickable drop down arrow that reveals list of instructions for Brand Fetch Client ID (we-promise#246)

    * Added a clickable drop down arrow that reveals list of instructions for Brand Fetch Client ID

    Signed-off-by: ampersandru <[email protected]>

    * Updated html code based on recommendations

    Signed-off-by: ampersandru <[email protected]>

    * Update _brand_fetch_settings.html.erb

    Signed-off-by: ampersandru <[email protected]>

    * Small edit for consistency with Twelve Data settings flow

    * HTML linting

    * Missed an extra closing tag.

    ---------

    Signed-off-by: ampersandru <[email protected]>
    Signed-off-by: Juan José Mata <[email protected]>
    Co-authored-by: Juan José Mata <[email protected]>

commit cca14c9
Author: ampersandru <[email protected]>
Date:   Mon Oct 27 03:45:01 2025 -0700

    Added a clickable drop down arrow that reveals list of instructions for Twelve Data Secret Key (we-promise#247)

    * Added a clickable drop down arrow that reveals list of instructions for Twelve Data Secret Key

    Signed-off-by: ampersandru <[email protected]>

    * Fixed html spacing

    Signed-off-by: ampersandru <[email protected]>

    * Make display even more compact

    * Remove <u> and use CSS classes instead

    ---------

    Signed-off-by: ampersandru <[email protected]>
    Co-authored-by: Juan José Mata <[email protected]>

commit 0fc70e9
Author: Juan José Mata <[email protected]>
Date:   Sun Oct 26 23:16:25 2025 +0100

    Add runServices for db and redis in devcontainer

    Signed-off-by: Juan José Mata <[email protected]>

commit d3d91f4
Author: Juan José Mata <[email protected]>
Date:   Sun Oct 26 20:53:18 2025 +0100

    Add PikaPods

    One-click installs

    Signed-off-by: Juan José Mata <[email protected]>

commit 53eb90f
Author: ampersandru <[email protected]>
Date:   Sun Oct 26 09:58:18 2025 -0700

    Added instructions on where and how to obtain API key for Twelve Data (we-promise#235)

    * Added instructions on where and how to obtain API key for Twelve Data

    Signed-off-by: ampersandru <[email protected]>

    * added rel="noopener noreferrer" to links

    Signed-off-by: ampersandru <[email protected]>

    ---------

    Signed-off-by: ampersandru <[email protected]>

commit a35a4ac
Author: Juan José Mata <[email protected]>
Date:   Sun Oct 26 17:51:31 2025 +0100

    Update version to 0.6.5-alpha.3

    Prepare for alpha.3

    Signed-off-by: Juan José Mata <[email protected]>

commit f42e6e3
Author: Albert Solà <[email protected]>
Date:   Sun Oct 26 16:50:31 2025 +0000

    Added translations for ca - Catalan (we-promise#238)

    * Add CA locales for models

    * Add CA locales for views

    * Use translations in activity feed

    * Additional CA locales

    * Fix typo

    ---------

    Co-authored-by: Juan José Mata <[email protected]>

commit db19c95
Author: ampersandru <[email protected]>
Date:   Sun Oct 26 09:47:29 2025 -0700

    Add instructions on how to obtain Brand Logo Client ID API (we-promise#234)

    * Add instructions on how to obtain Brand Logo Client ID API

    Signed-off-by: ampersandru <[email protected]>

    * updated html based on recommendations

    Signed-off-by: ampersandru <[email protected]>

    * added rel="noopener noreferrer" to links

    Signed-off-by: ampersandru <[email protected]>

    ---------

    Signed-off-by: ampersandru <[email protected]>

commit 0b393a0
Author: OrangeDrangon <[email protected]>
Date:   Sun Oct 26 11:58:26 2025 -0400

    add custom s3 support storage config option (we-promise#239)

    Options are documented here including an example
    on how to set a custom endpoint:

    https://guides.rubyonrails.org/active_storage_overview.html#s3-service-amazon-s3-and-s3-compatible-apis

commit fea228d
Author: luckyPipewrench <[email protected]>
Date:   Sun Oct 26 10:50:45 2025 -0400

    Simplefin sync improvements (we-promise#240)

    * Fix syncing issues with new connections and accounts..

    - Keep SimpleFin institution metadata strictly per account (`simplefin_accounts.org_data`).
    - Relax `simplefin_items` institution constraints to allow creating items before org data exists.
    - Remove code that copied the first account’s `org` onto `simplefin_items`.

    * Improve Simplefin Sync
    •
    SimpleFin: family “Sync” includes SimpleFin items; importer does unbounded discovery (with pending=1 fallback) before windowed fetch, for both regular and first syncs.
    •
    Stop populating item‑level institution fields; keep institution metadata per account.
    •
    Relax NOT NULL on item institution fields.
    •
    Post‑sync dashboard broadcasts are now guarded (UI cannot fail the job).
    •
    Show a friendly “daily refresh limit” banner on the SimpleFin card when the latest sync is rate‑limited.
    •
    Add bin/rails sure:simplefin:debug[ITEM_ID] to print latest sync, snapshot account count, simplefin_accounts count, and unlinked list.

    * Fixed double‑quoted strings, spacing around array brackets and commas

    * chore: ignore local .junie files

    * - Broadcast error logs now include full backtraces
    - SimpleFin discovery logic deduplicated fixed
    - app/models/simplefin_item/importer.rb
    --Added a concise docstring for perform_account_discovery describing purpose, steps, and side‑effects.
    --Added a docstring for fetch_accounts_data describing params and return value.

commit f9f6274
Author: Juan José Mata <[email protected]>
Date:   Sat Oct 25 22:57:49 2025 +0200

    Make logo work in dark mode

    Signed-off-by: Juan José Mata <[email protected]>

commit 1ee20ab
Author: Copilot <[email protected]>
Date:   Sat Oct 25 22:23:28 2025 +0200

    Eliminate code duplication in OIDC identity creation (we-promise#230)

    * Eliminate duplication by using create_from_omniauth method

    - Updated OidcIdentity.create_from_omniauth to set last_authenticated_at
    - Refactored OidcAccountsController to use create_from_omniauth instead of direct create! calls
    - Updated test to verify last_authenticated_at is set by create_from_omniauth

    Co-authored-by: jjmata <[email protected]>

    * Extract auth hash building into private helper method

    - Added build_auth_hash helper method to eliminate OpenStruct creation duplication
    - Both create_link and create_user actions now use the same helper

    Co-authored-by: jjmata <[email protected]>

    * Linter fix

    * Fix button style on OIDC link step

    * Fix dark mode styles

    ---------

    Co-authored-by: copilot-swe-agent[bot] <[email protected]>
    Co-authored-by: jjmata <[email protected]>
    Co-authored-by: Juan José Mata <[email protected]>

commit b24b102
Author: luckyPipewrench <[email protected]>
Date:   Fri Oct 24 14:41:33 2025 -0400

    Fix rounding issue (we-promise#226)

    Remove rounding from transactions.

commit 03cac95
Author: soky srm <[email protected]>
Date:   Fri Oct 24 19:39:42 2025 +0200

    Category improvements (we-promise#232)

    * Category improvements

    - Updated default categories to a more inclusive set
    - Updated default icon set for categories
    - Updated default categories colors to better separate then.

    * FIX tests

    * Better color pallettes for a few

commit 962ddd1
Author: Juan José Mata <[email protected]>
Date:   Fri Oct 24 19:25:36 2025 +0200

    Refresh README with new logo and LLM conversation in screenshot

    Signed-off-by: Juan José Mata <[email protected]>

commit b001d1c
Author: Marc <[email protected]>
Date:   Fri Oct 24 19:02:54 2025 +0200

    I have created a one click deploy button for railway users 🧙‍♂️ (we-promise#228)

    * Add Railway deployment button to README

    Signed-off-by: Marc <[email protected]>

commit 4ba8f32
Author: Juan José Mata <[email protected]>
Date:   Fri Oct 24 18:11:31 2025 +0200

    Fix production OIDC regression

    Signed-off-by: Juan José Mata <[email protected]>

commit 768e85c
Author: Juan José Mata <[email protected]>
Date:   Fri Oct 24 16:07:45 2025 +0200

    Add OpenID Connect login support (we-promise#77)

    * Add OpenID Connect login support
    * Add docs for OIDC config with Google Auth
    * Use Google styles for log in
    - Add support for linking existing account
    - Force users to sign-in with passoword first, when linking existing accounts
    - Add support to create new user when using OIDC
    - Add identities to user to prevent account take-ver
    - Make tests mocking instead of being integration tests
    - Manage session handling correctly
    - use OmniAuth.config.mock_auth instead of passing auth data via request env
    * Conditionally render Oauth button

    - Set a config item `configuration.x.auth.oidc_enabled`
    - Hide button if disabled

    ---------

    Signed-off-by: Juan José Mata <[email protected]>
    Signed-off-by: soky srm <[email protected]>
    Co-authored-by: sokie <[email protected]>

commit d51ba51
Author: Copilot <[email protected]>
Date:   Fri Oct 24 13:33:06 2025 +0200

    Fix Twelve Data API parsing errors causing "Current Market Price Unknown" (we-promise#224)

    * Add tests and fix for Twelve Data API parsing errors
    * Fix search_securities to handle nil data key

    ---------

    Co-authored-by: copilot-swe-agent[bot] <[email protected]>
    Co-authored-by: jjmata <[email protected]>
    Co-authored-by: Juan José Mata <[email protected]>

commit a8f318c
Author: Copilot <[email protected]>
Date:   Fri Oct 24 12:04:19 2025 +0200

    Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (we-promise#225)

    * Add comprehensive AI/LLM configuration documentation
    * Fix Chat.start! to use default model when model is nil or empty
    * Ensure all controllers use Chat.default_model for consistency
    * Move AI doc inside `hosting/`
    * Probably too much error handling

    ---------

    Co-authored-by: copilot-swe-agent[bot] <[email protected]>
    Co-authored-by: jjmata <[email protected]>
    Co-authored-by: Juan José Mata <[email protected]>

commit 4f44630
Author: Juan José Mata <[email protected]>
Date:   Fri Oct 24 00:16:29 2025 +0200

    Bump version to 0.6.5-alpha.1

    Signed-off-by: Juan José Mata <[email protected]>

commit bb364fa
Author: soky srm <[email protected]>
Date:   Fri Oct 24 00:08:59 2025 +0200

    LLM cost estimation (we-promise#223)

    * Password reset back button also after confirmation

    Signed-off-by: Juan José Mata <[email protected]>

    * Implement a filter for category (we-promise#215)

    - Also implement an is empty/is null condition.

    * Implement an LLM cost estimation page

    Track costs across all the cost categories: auto categorization, auto merchant detection and chat.
    Show warning with estimated cost when running a rule that contains AI.

    * Update pricing

    * Add google pricing

    and fix inferred model everywhere.

    * Update app/models/llm_usage.rb

    Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
    Signed-off-by: soky srm <[email protected]>

    * FIX address review

    * Linter

    * Address review

    - Lowered log level
    - extracted the duplicated record_usage method into a shared concern

    * Update app/controllers/settings/llm_usages_controller.rb

    Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
    Signed-off-by: soky srm <[email protected]>

    * Moved attr_reader out of private

    ---------

    Signed-off-by: Juan José Mata <[email protected]>
    Signed-off-by: soky srm <[email protected]>
    Co-authored-by: Juan José Mata <[email protected]>
    Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
alessiocappa pushed a commit to alessiocappa/sure that referenced this pull request Nov 16, 2025
…e#234)

* Add instructions on how to obtain Brand Logo Client ID API

Signed-off-by: ampersandru <[email protected]>

* updated html based on recommendations

Signed-off-by: ampersandru <[email protected]>

* added rel="noopener noreferrer" to links

Signed-off-by: ampersandru <[email protected]>

---------

Signed-off-by: ampersandru <[email protected]>
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