Expand financial providers (#1407)

* Initial implementation

* Tiingo fixes

* Adds 2 providers, remove 2

* Add  extra checks

* FIX a big hotwire race condition

// Fix hotwire_combobox race condition: when typing quickly, a slow response for
// an early query (e.g. "A") can overwrite the correct results for the final query
// (e.g. "AAPL"). We abort the previous in-flight request whenever a new one fires,
// so stale Turbo Stream responses never reach the DOM.

* pipelock

* Update price_test.rb

* Reviews

* i8n

* fixes

* fixes

* Update tiingo.rb

* fixes

* Improvements

* Big revamp

* optimisations

* Update 20260408151837_add_offline_reason_to_securities.rb

* Add missing tests, fixes

* small rank tests

* FIX tests

* Update show.html.erb

* Update resolver.rb

* Update usd_converter.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update _yahoo_finance_settings.html.erb
This commit is contained in:
soky srm
2026-04-09 18:33:59 +02:00
committed by GitHub
parent ab13093634
commit 7908f7d8a4
50 changed files with 2553 additions and 206 deletions

View File

@@ -14,13 +14,14 @@ class Settings::HostingsController < ApplicationController
# Determine which providers are currently selected
exchange_rate_provider = ENV["EXCHANGE_RATE_PROVIDER"].presence || Setting.exchange_rate_provider
securities_provider = ENV["SECURITIES_PROVIDER"].presence || Setting.securities_provider
enabled_securities = Setting.enabled_securities_providers
# Show Twelve Data settings if either provider is set to twelve_data
@show_twelve_data_settings = exchange_rate_provider == "twelve_data" || securities_provider == "twelve_data"
# Show Yahoo Finance settings if either provider is set to yahoo_finance
@show_yahoo_finance_settings = exchange_rate_provider == "yahoo_finance" || securities_provider == "yahoo_finance"
# Show provider settings if used for FX or enabled for securities
@show_twelve_data_settings = exchange_rate_provider == "twelve_data" || enabled_securities.include?("twelve_data")
@show_yahoo_finance_settings = exchange_rate_provider == "yahoo_finance" || enabled_securities.include?("yahoo_finance")
@show_tiingo_settings = enabled_securities.include?("tiingo")
@show_eodhd_settings = enabled_securities.include?("eodhd")
@show_alpha_vantage_settings = enabled_securities.include?("alpha_vantage")
# Only fetch provider data if we're showing the section
if @show_twelve_data_settings
@@ -57,9 +58,7 @@ class Settings::HostingsController < ApplicationController
Setting.brand_fetch_high_res_logos = hosting_params[:brand_fetch_high_res_logos] == "1"
end
if hosting_params.key?(:twelve_data_api_key)
Setting.twelve_data_api_key = hosting_params[:twelve_data_api_key]
end
update_encrypted_setting(:twelve_data_api_key)
if hosting_params.key?(:exchange_rate_provider)
Setting.exchange_rate_provider = hosting_params[:exchange_rate_provider]
@@ -69,6 +68,40 @@ class Settings::HostingsController < ApplicationController
Setting.securities_provider = hosting_params[:securities_provider]
end
if hosting_params.key?(:securities_providers)
new_providers = Array(hosting_params[:securities_providers]).reject(&:blank?) & Security.valid_price_providers
old_providers = Setting.enabled_securities_providers
Setting.securities_providers = new_providers.join(",")
# Clear the legacy singular setting so the fallback in
# enabled_securities_providers doesn't re-enable a provider
# the user just unchecked.
Setting.securities_provider = nil if new_providers.empty?
# Mark securities linked to removed providers as offline so they aren't
# silently queried against an incompatible fallback provider (e.g. MFAPI
# scheme codes sent to TwelveData). The price_provider is preserved so
# provider_status can report :provider_unavailable.
removed = old_providers - new_providers
removed.each do |removed_provider|
Security.where(price_provider: removed_provider, offline: false)
.in_batches.update_all(offline: true, offline_reason: "provider_disabled")
end
# Bring securities back online when their provider is re-enabled — but only
# those that were taken offline by a provider toggle, not by health checks.
added = new_providers - old_providers
added.each do |added_provider|
Security.where(price_provider: added_provider, offline: true, offline_reason: "provider_disabled")
.in_batches.update_all(offline: false, offline_reason: nil, failed_fetch_count: 0, failed_fetch_at: nil)
end
end
update_encrypted_setting(:tiingo_api_key)
update_encrypted_setting(:eodhd_api_key)
update_encrypted_setting(:alpha_vantage_api_key)
if hosting_params.key?(:syncs_include_pending)
Setting.syncs_include_pending = hosting_params[:syncs_include_pending] == "1"
end
@@ -166,7 +199,7 @@ class Settings::HostingsController < ApplicationController
private
def hosting_params
return ActionController::Parameters.new unless params.key?(:setting)
params.require(:setting).permit(:onboarding_state, :require_email_confirmation, :invite_only_default_family_id, :brand_fetch_client_id, :brand_fetch_high_res_logos, :twelve_data_api_key, :openai_access_token, :openai_uri_base, :openai_model, :openai_json_mode, :exchange_rate_provider, :securities_provider, :syncs_include_pending, :auto_sync_enabled, :auto_sync_time, :external_assistant_url, :external_assistant_token, :external_assistant_agent_id)
params.require(:setting).permit(:onboarding_state, :require_email_confirmation, :invite_only_default_family_id, :brand_fetch_client_id, :brand_fetch_high_res_logos, :twelve_data_api_key, :tiingo_api_key, :eodhd_api_key, :alpha_vantage_api_key, :openai_access_token, :openai_uri_base, :openai_model, :openai_json_mode, :exchange_rate_provider, :securities_provider, :syncs_include_pending, :auto_sync_enabled, :auto_sync_time, :external_assistant_url, :external_assistant_token, :external_assistant_agent_id, securities_providers: [])
end
def update_assistant_type
@@ -195,6 +228,12 @@ class Settings::HostingsController < ApplicationController
flash[:alert] = t(".scheduler_sync_failed")
end
def update_encrypted_setting(param_key)
return unless hosting_params.key?(param_key)
value = hosting_params[param_key].to_s.strip
Setting.public_send(:"#{param_key}=", value) unless value.blank? || value == "********"
end
def current_user_timezone
Current.family&.timezone.presence || "UTC"
end