Enhance features, tests, and documentation for transactions and vaults by ali-ahnaf · Pull Request #272 · ali-ahnaf/pocket_pixel

ali-ahnaf · 2026-07-20T15:52:52Z

Summary by CodeRabbit

New Features
- Added Google OAuth and Gmail bank-alert integration, including label selection, vault watchers, parsing scripts, and automatic transaction creation.
- Added backup export and import with validation.
- Added transfers between vaults.
- Added debt due dates and dashboard date sorting.
- Added Google sign-in callback handling, settings links, and an attributions page.
Documentation
- Added deployment and Gmail integration setup guides.
Tests
- Expanded unit, integration, and end-to-end coverage across authentication, backups, Gmail, debts, and UI components.

… and warnings

Debts can now record an optional due date so users know when a payment is expected. The field is nullable end-to-end so existing debts and quick entries without a date keep working. - shared: extend CreateDebtInput, UpdateDebtInput, DebtDto with dueDate - api: nullable dueDate column on Debt entity + generated migration, persisted through create/update service paths, validated as ISO date in the Joi schemas - ui: due-date row in AddDebtModal pairs a native date input with the PixelDatePicker (shared state so they stay in sync); debts page renders the formatted due date on each card Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

…update date display format to DD/MM/YYYY

- Move formatCurrency, formatDate, formatTime from page.tsx into packages/ui/src/lib/helpers/formatters.ts - Update dashboard page to import formatters instead of defining them inline - Add formatters.test.ts with happy-path coverage for each function Closes #61

The PromptService has been updated to handle vaults alongside tags in transaction parsing. The changes include: - Added vault handling in the PromptService, allowing the model to return vault names. - Updated the schema to require vault information in parsed transactions. - Modified tests to validate the new vault functionality, ensuring correct resolution of vault names to IDs and handling of null values for non-identified vaults. This enhancement improves the transaction management capabilities of the application.

…and add workflow/deployment documentation.

Pre-select the transaction vault when the API returns a vaultId, matching the backend's natural language vault detection.

…GCM and database support

…nd UI settings page

…ervice

… processing and watch renewal scheduling

…nid/email scopes, log webhooks, and refine OAuth UI settings.

…VaultWatchers module and database schema

…emoving obsolete documentation

github-actions · 2026-07-20T15:53:03Z

Greetings, @ali-ahnaf. Thy scroll hath arrived unblemished — the runes align and no conflict bars the path. The council shall now convene over its contents, weighing each incantation by candlelight. Tarry a while, brave adventurer; we shall investigate and return to thee with our verdict.

coderabbitai · 2026-07-20T15:53:41Z

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📒 Files selected for processing (135)

.agents/agents/quick-refactor.md
.agents/rules/loop-engineering.md
.agents/rules/typescript.md
.agents/settings.json
.agents/skills/backend-engineer/SKILL.md
.agents/skills/backend-engineer/references/auth.md
.agents/skills/backend-engineer/references/conventions.md
.agents/skills/backend-engineer/references/database.md
.agents/skills/backend-engineer/references/repo-shape.md
.agents/skills/backend-engineer/references/service-style.md
.agents/skills/frontend-engineer/SKILL.md
.agents/skills/gmail-parse-script/SKILL.md
.agents/skills/migration/SKILL.md
.agents/skills/scaffold-resource/SKILL.md
.agents/skills/write-service-test/SKILL.md
.agents/workflows/security-audit.js
.coderabbit.yaml
.gitignore
AGENTS.md
README.md
documentation/deployment.md
documentation/gmail-integration.md
ecosystem.config.js
package.json
packages/api/.env.example
packages/api/src/data-source.ts
packages/api/src/entities/Debt.entity.ts
packages/api/src/entities/ProcessedGmailMessage.entity.ts
packages/api/src/entities/User.entity.ts
packages/api/src/entities/UserOAuthCredential.entity.ts
packages/api/src/entities/VaultGmailWatcher.entity.ts
packages/api/src/index.ts
packages/api/src/middleware/auth.ts
packages/api/src/migrations/1783695914180-Migration.ts
packages/api/src/migrations/1783773777965-Migration.ts
packages/api/src/migrations/1784395274749-AddUserOAuthCredentials.ts
packages/api/src/migrations/1784459811702-AddGmailTokensToUserOAuthCredential.ts
packages/api/src/migrations/1784480567265-Migration.ts
packages/api/src/migrations/1784541914604-Migration.ts
packages/api/src/migrations/1784546344887-Migration.ts
packages/api/src/migrations/1784547526916-Migration.ts
packages/api/src/repositories/index.ts
packages/api/src/repositories/processed-gmail-message.repository.ts
packages/api/src/repositories/user-oauth-credential.repository.ts
packages/api/src/repositories/vault-gmail-watchers.repository.ts
packages/api/src/routes/backup.routes.ts
packages/api/src/routes/backup/export.route.ts
packages/api/src/routes/backup/import.route.ts
packages/api/src/routes/debts/post-debt.route.ts
packages/api/src/routes/debts/put-debt.route.ts
packages/api/src/routes/oauth-credentials.routes.ts
packages/api/src/routes/oauth-credentials/authorize-oauth-credentials.route.ts
packages/api/src/routes/oauth-credentials/get-gmail-labels.route.ts
packages/api/src/routes/oauth-credentials/get-gmail-watch.route.ts
packages/api/src/routes/oauth-credentials/get-oauth-credentials.route.ts
packages/api/src/routes/oauth-credentials/put-oauth-credentials.route.ts
packages/api/src/routes/oauth.routes.ts
packages/api/src/routes/oauth/gmail-webhook.route.ts
packages/api/src/routes/oauth/google-callback.route.ts
packages/api/src/routes/transactions.routes.ts
packages/api/src/routes/transactions/post-transfer.route.ts
packages/api/src/routes/vault-watchers.routes.ts
packages/api/src/routes/vault-watchers/delete-vault-watcher.route.ts
packages/api/src/routes/vault-watchers/get-vault-watchers.route.ts
packages/api/src/routes/vault-watchers/put-vault-watcher.route.ts
packages/api/src/routes/vault-watchers/test-parse-script.route.ts
packages/api/src/scheduler/gmail-watch-scheduler.ts
packages/api/src/services/auth.service.ts
packages/api/src/services/backup.service.ts
packages/api/src/services/debts.service.ts
packages/api/src/services/gmail-script-runner.service.ts
packages/api/src/services/gmail.service.ts
packages/api/src/services/index.ts
packages/api/src/services/prompt.service.ts
packages/api/src/services/transactions.service.ts
packages/api/src/services/user-oauth-credential.service.ts
packages/api/src/services/vault-watchers.service.ts
packages/api/src/tests/auth.service.test.ts
packages/api/src/tests/backup.service.test.ts
packages/api/src/tests/debts.service.test.ts
packages/api/src/tests/gmail-script-runner.service.test.ts
packages/api/src/tests/gmail-watch-scheduler.test.ts
packages/api/src/tests/gmail-webhook.util.test.ts
packages/api/src/tests/gmail.service.test.ts
packages/api/src/tests/prompt.service.test.ts
packages/api/src/tests/tags.service.test.ts
packages/api/src/tests/user-oauth-credential.service.test.ts
packages/api/src/tests/vault-watchers.service.test.ts
packages/api/src/tests/vaults.service.test.ts
packages/api/src/types/backup.ts
packages/api/src/utils/gmail-message.util.ts
packages/api/src/utils/gmail-webhook.util.ts
packages/api/src/utils/google-oauth.util.ts
packages/api/src/utils/oauth-credentials-encryption.util.ts
packages/shared/src/constants.ts
packages/shared/src/contracts/ai.ts
packages/shared/src/contracts/debts.ts
packages/shared/src/contracts/index.ts
packages/shared/src/contracts/oauth-credentials.ts
packages/shared/src/contracts/transactions.ts
packages/shared/src/contracts/vault-watchers.ts
packages/shared/src/index.ts
packages/ui/.env.development
packages/ui/e2e/signup.spec.ts
packages/ui/public/sw.js
packages/ui/src/app/auth/google/callback/page.tsx
packages/ui/src/app/debts/page.tsx
packages/ui/src/app/page.tsx
packages/ui/src/app/settings/attributions/page.tsx
packages/ui/src/app/settings/google-oauth/VaultWatcherCard.tsx
packages/ui/src/app/settings/google-oauth/page.tsx
packages/ui/src/app/settings/page.tsx
packages/ui/src/app/signin/page.tsx
packages/ui/src/app/signup/page.tsx
packages/ui/src/components/AddDebtModal.test.tsx
packages/ui/src/components/AddDebtModal.tsx
packages/ui/src/components/AuthGuard.test.tsx
packages/ui/src/components/AuthGuard.tsx
packages/ui/src/components/Badge.test.tsx
packages/ui/src/components/DeleteVaultModal.test.tsx
packages/ui/src/components/DesktopSidebar.test.tsx
packages/ui/src/components/Dropdown.tsx
packages/ui/src/components/EditTransactionModal.test.tsx
packages/ui/src/components/Input.test.tsx
packages/ui/src/components/LogResourceModal.tsx
packages/ui/src/components/PixelDatePicker.tsx
packages/ui/src/components/PixelLoader.test.tsx
packages/ui/src/components/Sidebar.test.tsx
packages/ui/src/lib/api/ApiClient.ts
packages/ui/src/lib/api/ProfileApi.ts
packages/ui/src/lib/helpers/formatters.test.ts
packages/ui/src/lib/helpers/formatters.ts
packages/ui/src/lib/helpers/static.ts
packages/ui/src/lib/iconMapper.test.ts
packages/ui/test-lucide.ts

📝 Walkthrough

Walkthrough

This PR adds Gmail OAuth and bank-alert automation, backup import/export, transfer transactions, debt due dates, UI settings and refinements, shared contracts, extensive tests, agent workflows, and deployment documentation.

Changes

Gmail automation

Layer / File(s)	Summary
OAuth, watcher, and Gmail processing flow `packages/api/src/services/`, `packages/api/src/routes/oauth`, `packages/api/src/routes/vault-watchers`, `packages/api/src/entities/`	Adds encrypted per-user OAuth credentials, Gmail Pub/Sub verification, label watchers, parser execution, idempotent message processing, transaction creation, and watch renewal.
Persistence and shared contracts `packages/api/src/migrations/`, `packages/api/src/repositories/`, `packages/shared/src/contracts/*`	Adds Gmail credential, watcher, processed-message schemas, migrations, repositories, and DTOs.
Gmail settings UI `packages/ui/src/app/settings/google-oauth/*`, `packages/ui/src/lib/api/ProfileApi.ts`	Adds OAuth setup, Gmail connection, vault watcher editing, parser testing, and related API client methods.

Backup and transaction features

Layer / File(s)	Summary
Backup import/export `packages/api/src/services/backup.service.ts`, `packages/api/src/routes/backup*`, `packages/api/src/types/backup.ts`	Adds compressed backup serialization, validation, export, transactional replacement import, and size limits.
Transfers and debt due dates `packages/api/src/services/transactions.service.ts`, `packages/api/src/entities/Debt.entity.ts`, `packages/ui/src/components/AddDebtModal.tsx`	Adds linked source/target transfer transactions and persists, edits, and displays debt due dates.
Vault-aware prompt parsing `packages/api/src/services/prompt.service.ts`, `packages/shared/src/contracts/ai.ts`	Adds vault names to prompt context and resolves model-selected vaults to IDs.

Repository enablement and UI updates

Layer / File(s)	Summary
Agent and deployment guidance `.agents/`, `AGENTS.md`, `documentation/`, `.coderabbit.yaml`	Adds agent rules, migration/scaffolding/test skills, security audit workflow, deployment and Gmail runbooks, and review configuration.
UI foundations and coverage `packages/ui/src/app/`, `packages/ui/src/components/`, `packages/ui/src/lib/helpers/`, `packages/ui/src//.test.*`	Adds formatter helpers, settings navigation, OAuth callback handling, date-picker portals, sorting, service-worker cache versioning, and broad component/service tests.

Estimated code review effort: 5 (Critical) | ~120 minutes

Possibly related issues

Auto expense tracking via Gmail transaction alert parsing #242 — The Gmail OAuth, Pub/Sub, delta-sync, parser, watch-renewal, and settings changes implement the issue’s described architecture.

Possibly related PRs

ali-ahnaf/pocket_pixel#271 — Directly overlaps the Gmail OAuth, watch, watcher, scheduler, repository, entity, and webhook implementation.
ali-ahnaf/pocket_pixel#252 — Shares the Google OAuth callback/session handling and auth-guard allowlisting.
ali-ahnaf/pocket_pixel#269 — Shares cookie-parser wiring and auth middleware typing changes.

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github-actions · 2026-07-20T15:53:49Z

The quest is sealed, @ali-ahnaf! Thy incantations have been woven into the main path. The realm grows stronger for thy contribution — accept the gratitude of this humble keeper of the codex. May thy commits forever merge cleanly, brave adventurer 💰

ali-ahnaf and others added 30 commits July 7, 2026 17:13

chore: rename env_production to env in ecosystem config

9676def

test: add unit tests for PixelLoader component

5c33617

chore: update contributors roster

64a5f18

test(ui): add DesktopSidebar unit tests

bd2a8da

chore: update contributors roster

1f68f20

added tests for save and delete button in EditTransactionModal

c3824e1

chore: update contributors roster

fe9a4e8

Fix issue

ab6593c

chore: update contributors roster

e65d0c6

test: add unit tests for TagsService

ab5c2e1

test: add component tests for DeleteVaultModal

255416f

test(ui): add Input component tests

c4fb470

chore: update contributors roster

156e56a

add unit test script and badge click test

8e1055f

chore: update contributors roster

d8b1ae4

Added test for sidebar

ab77cfa

Fixed test issues

4eb2835

fixed

26fc048

chore: update contributors roster

d90a114

feat(settings): add community section and attributions page

da60efc

chore: update contributors roster

363e0c3

feat: add sort-by-date button next to RECENT DROPS label, closes #143

c3fa080

chore: update contributors roster

1a111ae

docs: update README with banner image and remove obsolete screenshots…

5946246

… and warnings

chore: update contributors roster

bd88c60

Solve Auth Guard

c961804

chore: update contributors roster

6f48c91

refactor: implement portal-based positioning for PixelDatePicker and …

3328a37

…update date display format to DD/MM/YYYY

chore: update contributors roster

7e73b9b

Diyaaa-12 and others added 22 commits July 15, 2026 14:03

chore: update contributors roster

260f9a1

chore: update contributors roster

64f01a9

docs: update backend engineering conventions and scaffold resources, …

e93f588

…and add workflow/deployment documentation.

chore: update contributors roster

3e49189

feat: add Google OAuth sign-in

c24eb25

chore: update contributors roster

13afd8b

feat: auto-select vault from AI parser response (#82)

7a66ce8

Pre-select the transaction vault when the API returns a vaultId, matching the backend's natural language vault detection.

chore: update contributors roster

c6fe95b

test: add unit tests for iconMapper fallback behavior (#60)

f68166e

chore: update contributors roster

970e460

feat: implement encrypted user OAuth credential storage with AES-256-…

25f682a

…GCM and database support

feat: implement Google OAuth credential management service, routes, a…

548ca13

…nd UI settings page

removed google signin feature to account for user managed oauth scope

d2967dc

feat: implement Google OAuth token management and Gmail integration s…

0275ab7

…ervice

feat: implement Gmail Pub/Sub webhook integration for automated email…

b559665

… processing and watch renewal scheduling

feat: backfill Gmail email address during watch registration, add ope…

fed6c1b

…nid/email scopes, log webhooks, and refine OAuth UI settings.

feat: replace static Gmail parsers with user-defined scripts via new …

2e62a2d

…VaultWatchers module and database schema

feat: add support for applying tags to transactions via Gmail watchers

a8e3b47

docs: create gmail-parse-script guide and deployment runbooks while r…

20d2284

…emoving obsolete documentation

chore: update contributors roster

31c0ee8

ali-ahnaf merged commit ebbc474 into main Jul 20, 2026
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This was referenced Jul 20, 2026

Replaced manual parsing with ai for email parsing #273

Merged

Feat/266: Migrate AI features to OpenRouter with user-supplied, end-to-end-encrypted keys #282

Merged

This was referenced Jul 28, 2026

feat: implement offline-first synchronization support using an idempo… #288

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Enhance features, tests, and documentation for transactions and vaults - #272

Enhance features, tests, and documentation for transactions and vaults#272
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