[8/8] Carry fork operational wiring

.cursor/rules/project-conventions.mdc

@@ -14,8 +14,8 @@ This rule serves as high-level documentation for how you should write code in th
   - TailwindCSS for styles
   - Lucide Icons for icons
   - OpenAI for AI chat
-- Database: PostgreSQL
-- Jobs: Sidekiq + Redis
+- Database: Sqlite3
+- Jobs: SolidQueue
 - External
   - Payments: Stripe
   - User bank data syncing: Plaid

CLAUDE.md

@@ -5,7 +5,7 @@ This file provides guidance to Claude Code (claude.ai/code) when working with co
 ## Common Development Commands
 
 ### Development Server
-- `bin/dev` - Start development server (Rails, Sidekiq, Tailwind CSS watcher)
+- `bin/dev` - Start development server (Rails, Solid queue, Tailwind CSS watcher)
 - `bin/rails server` - Start Rails server only
 - `bin/rails console` - Open Rails console
 
@@ -126,11 +126,11 @@ Provider support notes:
 - Lunchflow: does not currently store pending metadata.
 
 ### Background Processing
-Sidekiq handles asynchronous tasks:
+SolidQueue handles asynchronous tasks:
 - Account syncing (`SyncJob`)
 - Import processing (`ImportJob`)
 - AI chat responses (`AssistantResponseJob`)
-- Scheduled maintenance via sidekiq-cron
+- Scheduled maintenance via SolidQueue
 
 ### Frontend Architecture
 - **Hotwire Stack**: Turbo + Stimulus for reactive UI without heavy JavaScript

README.md

@@ -71,8 +71,6 @@ The instructions below are for developers to get started with contributing to th
 ### Requirements
 
 - See `.ruby-version` file for required Ruby version
-- PostgreSQL >9.3 (latest stable version recommended)
-- Redis > 5.4 (latest stable version recommended)
 
 ### Getting Started
 ```sh

app/channels/application_cable/connection.rb

@@ -4,7 +4,7 @@ class Connection < ActionCable::Connection::Base
 
     private
       def report_error(e)
-        Sentry.capture_exception(e)
+        Rails.error.report(error)
       end
   end
 end

app/controllers/categories_controller.rb

@@ -5,7 +5,6 @@ class CategoriesController < ApplicationController
 
   def index
     @categories = Current.family.categories.alphabetically
-
     render layout: "settings"
   end
 
@@ -15,8 +14,12 @@ def new
   end
 
   def create
-    @category = Current.family.categories.new(category_params)
-
+    params = if category_params[:parent_id].blank?
+      category_params.except(:parent_id)
+    else
+      category_params
+    end
+    @category = Current.family.categories.new(params)
     if @category.save
       @transaction.update(category_id: @category.id) if @transaction
 

app/controllers/concerns/onboardable.rb

@@ -25,6 +25,7 @@ def redirectable_path?(path)
       return false if path.starts_with?("/subscription")
       return false if path.starts_with?("/onboarding")
       return false if path.starts_with?("/users")
+      return false if path.starts_with?("/jobs")
       return false if path.starts_with?("/api")  # Exclude API endpoints from onboarding redirects
 
       [

app/controllers/concerns/self_hostable.rb

@@ -3,8 +3,6 @@ module SelfHostable
 
   included do
     helper_method :self_hosted?, :self_hosted_first_login?
-
-    prepend_before_action :verify_self_host_config
   end
 
   private
@@ -15,29 +13,4 @@ def self_hosted?
     def self_hosted_first_login?
       self_hosted? && User.count.zero?
     end
-
-    def verify_self_host_config
-      return unless self_hosted?
-
-      # Special handling for Redis configuration error page
-      if controller_name == "pages" && action_name == "redis_configuration_error"
-        # If Redis is now working, redirect to home
-        if redis_connected?
-          redirect_to root_path, notice: "Redis is now configured properly! You can now setup your Sure application."
-        end
-
-        return
-      end
-
-      unless redis_connected?
-        redirect_to redis_configuration_error_path
-      end
-    end
-
-    def redis_connected?
-      Redis.new.ping
-      true
-    rescue Redis::CannotConnectError
-      false
-    end
 end

app/controllers/pages_controller.rb

@@ -1,9 +1,6 @@
 class PagesController < ApplicationController
   include Periodable
 
-  skip_authentication only: %i[redis_configuration_error privacy terms]
-  before_action :ensure_intro_guest!, only: :intro
-
   def dashboard
     if Current.user&.ui_layout_intro?
       redirect_to chats_path and return
@@ -62,18 +59,6 @@ def feedback
     render layout: "settings"
   end
 
-  def redis_configuration_error
-    render layout: "blank"
-  end
-
-  def privacy
-    render layout: "blank"
-  end
-
-  def terms
-    render layout: "blank"
-  end
-
   private
     def preferences_params
       prefs = params.require(:preferences)

app/controllers/webhooks_controller.rb

@@ -3,57 +3,52 @@ class WebhooksController < ApplicationController
   skip_authentication
 
   def plaid
-    webhook_body = request.body.read
-    plaid_verification_header = request.headers["Plaid-Verification"]
+    Rails.error.handle(fallback: -> {
+      render json: { error: "Invalid webhook:" }, status: :bad_request
+    }) do
+      webhook_body = request.body.read
+      plaid_verification_header = request.headers["Plaid-Verification"]
 
-    client = Provider::Registry.plaid_provider_for_region(:us)
+      client = Provider::Registry.plaid_provider_for_region(:us)
 
-    client.validate_webhook!(plaid_verification_header, webhook_body)
+      client.validate_webhook!(plaid_verification_header, webhook_body)
 
-    PlaidItem::WebhookProcessor.new(webhook_body).process
+      PlaidItem::WebhookProcessor.new(webhook_body).process
 
-    render json: { received: true }, status: :ok
-  rescue => error
-    Sentry.capture_exception(error)
-    Rails.logger.error("Webhook error: #{error.class} - #{error.message}")
-    render json: { error: "Invalid webhook" }, status: :bad_request
+      render json: { received: true }, status: :ok
+    end
   end
 
   def plaid_eu
-    webhook_body = request.body.read
-    plaid_verification_header = request.headers["Plaid-Verification"]
+    Rails.error.handle(fallback: -> {
+      render json: { error: "Invalid webhook" }, status: :bad_request
+    }) do
+      webhook_body = request.body.read
+      plaid_verification_header = request.headers["Plaid-Verification"]
 
-    client = Provider::Registry.plaid_provider_for_region(:eu)
+      client = Provider::Registry.plaid_provider_for_region(:eu)
 
-    client.validate_webhook!(plaid_verification_header, webhook_body)
+      client.validate_webhook!(plaid_verification_header, webhook_body)
 
-    PlaidItem::WebhookProcessor.new(webhook_body).process
+      PlaidItem::WebhookProcessor.new(webhook_body).process
 
-    render json: { received: true }, status: :ok
-  rescue => error
-    Sentry.capture_exception(error)
-    Rails.logger.error("Webhook error: #{error.class} - #{error.message}")
-    render json: { error: "Invalid webhook" }, status: :bad_request
+      render json: { received: true }, status: :ok
+    end
   end
 
   def stripe
     stripe_provider = Provider::Registry.get_provider(:stripe)
 
-    begin
+    Rails.error.handle(JSON::ParserError, Stripe::SignatureVerificationError, fallback: -> {
+      Rails.logger.error "Stripe webhook processing error"
+      head :bad_request
+    }) do
       webhook_body = request.body.read
       sig_header = request.env["HTTP_STRIPE_SIGNATURE"]
 
       stripe_provider.process_webhook_later(webhook_body, sig_header)
 
       head :ok
-    rescue JSON::ParserError => error
-      Sentry.capture_exception(error)
-      Rails.logger.error "JSON parser error: #{error.message}"
-      head :bad_request
-    rescue Stripe::SignatureVerificationError => error
-      Sentry.capture_exception(error)
-      Rails.logger.error "Stripe signature verification error: #{error.message}"
-      head :bad_request
     end
   end
 end

app/jobs/seed_dump_job.rb

@@ -0,0 +1,57 @@
+class SeedDumpJob < ApplicationJob
+  queue_as :scheduled
+
+  def perform
+    return if Rails.env.development?
+
+    models = [
+      "Setting",
+      "ActiveStorage::VariantRecord",
+      "ActiveStorage::Attachment",
+      "ActiveStorage::Blob",
+      "Security::Price",
+      "Rule::Condition",
+      "Rule::Action",
+      "TransactionImport",
+      "Import::Row",
+      "Valuation",
+      "User",
+      "Transfer",
+      "Transaction",
+      "Trade",
+      "Tagging",
+      "Sync",
+      "Session",
+      "Security",
+      "Rule",
+      "RejectedTransfer",
+      "Investment",
+      "Holding",
+      "Family",
+      "ExchangeRate",
+      "Entry",
+      "Depository",
+      "DataEnrichment",
+      "Crypto",
+      "CreditCard",
+      "Chat",
+      "BudgetCategory",
+      "Budget",
+      "Balance",
+      "Account",
+      "Tag",
+      "Category",
+      "Import::TagMapping",
+      "Import::CategoryMapping",
+      "ToolCall::Function",
+      "UserMessage",
+      "AssistantMessage"
+    ].join(",")
+    SeedDump.dump_using_environment({
+      "IMPORT" => true,
+      "FILE" => "db/seeds/db_restore.rb",
+      "EXCLUDE" => "",
+      "MODELS" => models
+    })
+  end
+end

app/models/sync.rb

@@ -60,10 +60,10 @@ def clean
   end
 
   def perform
-    Rails.logger.tagged("Sync", id, syncable_type, syncable_id) do
-      # This can happen on server restarts or if Sidekiq enqueues a duplicate job
+    Rails.event.tagged("Sync", id, syncable_type, syncable_id) do
+      # This can happen on server restarts or if ~~Sidekiq~~ SolidQueue enqueues a duplicate job
       unless may_start?
-        Rails.logger.warn("Sync #{id} is not in a valid state (#{aasm.from_state}) to start.  Skipping sync.")
+        Rails.event.notify("Sync", { id: id, syncable_type: syncable_type, syncable_id: syncable_id, message: "not in a valid state to start" })
         return
       end
 
@@ -88,6 +88,7 @@ def perform
       start!
 
       begin
+        Rails.event.notify("Performing sync", { syncable_type: syncable_type, syncable_id: syncable.id })
         syncable.perform_sync(self)
       rescue => e
         fail!
@@ -160,27 +161,25 @@ def all_children_finalized?
     end
 
     def perform_post_sync
-      Rails.logger.info("Performing post-sync for #{syncable_type} (#{syncable.id})")
+      Rails.event.notify("Performing post-sync", { syncable_type: syncable_type, syncable_id: syncable.id })
       syncable.perform_post_sync
       syncable.broadcast_sync_complete
     rescue => e
-      Rails.logger.error("Error performing post-sync for #{syncable_type} (#{syncable.id}): #{e.message}")
+      Rails.event.notify("Error performing post-sync", { syncable_type: syncable_type, syncable_id: syncable.id, error: e.message })
       report_error(e)
     end
 
     def report_error(error)
-      Sentry.capture_exception(error) do |scope|
-        scope.set_tags(sync_id: id)
-      end
+      Rails.error.report(error, context: { sync_id: id })
     end
 
     def report_warnings
       todays_sync_count = syncable.syncs.where(created_at: Date.current.all_day).count
 
-      if todays_sync_count > 10
-        Sentry.capture_exception(
+      if todays_sync_count > 100
+        Rails.error.report(
           Error.new("#{syncable_type} (#{syncable.id}) has exceeded 10 syncs today (count: #{todays_sync_count})"),
-          level: :warning
+          context: { count: todays_sync_count, syncable_type: syncable_type, syncable_id: syncable.id }
         )
       end
     end

app/views/impersonation_sessions/_super_admin_bar.html.erb

@@ -4,7 +4,7 @@
     <span class="text-inverse font-semibold uppercase">Super Admin</span>
   </div>
   <div>
-    <%= link_to "Jobs", sidekiq_web_url, class: "text-white underline hover:text-gray-100" %>
+    <%= link_to "Jobs", "/jobs", class: "text-white underline hover:text-gray-100" %>
   </div>
 
   <div class="flex items-center space-x-2 px-2 py-2 text-white">