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PDFs de reporte mensual para el portal de inversores - #80

Merged
Winbit-Finance merged 3 commits into
mainfrom
feature/monthly-report-pdfs
Aug 20, 2026
Merged

PDFs de reporte mensual para el portal de inversores#80
Winbit-Finance merged 3 commits into
mainfrom
feature/monthly-report-pdfs

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Summary

  • Guarda PDFs de reporte mensual por inversor y mes (bytea en Postgres, tope 15MB, magic %PDF).
  • Admin: preview/confirm de carga masiva por nombre de archivo; API pública: GET stream por email+mes.
  • Rake monthly_report_pdfs:import lee un directorio y admite overrides de email (Jaime, Gustavo, Miriam).

Test plan

  • CI: Brakeman, RuboCop, RSpec, Vitest
  • Tras merge, Heroku corre db:migrate (tabla investor_monthly_report_pdfs)
  • Import de julio 2026 desde disco local contra DATABASE_URL de producción (29 PDFs, sin git-add de binarios)
  • Verificar InvestorMonthlyReportPdf.where(month: '2026-07').count == 29
  • GET /api/public/v1/investor/<email>/monthly_report?month=2026-07 para Tulio (PDF, no 404)
  • Jaime García Méndez queda en jaimegarciamendez@gmail.com, no en monitoapps

Made with Cursor

@Winbit-Finance
Winbit-Finance merged commit 51adf6a into main Aug 20, 2026
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@Winbit-Finance
Winbit-Finance deleted the feature/monthly-report-pdfs branch August 20, 2026 21:19
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