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Remove Testprovider support and related references for streamlined provider handling.
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@@ -14,7 +14,6 @@ class AccountsController < ApplicationController
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@mercury_items = family.mercury_items.ordered.includes(:syncs, :mercury_accounts)
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@coinbase_items = family.coinbase_items.ordered.includes(:coinbase_accounts, :accounts, :syncs)
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@snaptrade_items = family.snaptrade_items.ordered.includes(:syncs, :snaptrade_accounts)
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@testprovider_items = family.testprovider_items.ordered.includes(:syncs, :testprovider_accounts)
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# Build sync stats maps for all providers
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build_sync_stats_maps
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@@ -278,12 +277,5 @@ class AccountsController < ApplicationController
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.count
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@coinbase_unlinked_count_map[item.id] = count
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end
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# Testprovider sync stats
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@testprovider_sync_stats_map = {}
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@testprovider_items.each do |item|
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latest_sync = item.syncs.ordered.first
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@testprovider_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
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end
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end
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end
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@@ -126,8 +126,7 @@ class Settings::ProvidersController < ApplicationController
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config.provider_key.to_s.casecmp("coinstats").zero? || \
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config.provider_key.to_s.casecmp("mercury").zero? || \
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config.provider_key.to_s.casecmp("coinbase").zero? || \
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config.provider_key.to_s.casecmp("snaptrade").zero? || \
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config.provider_key.to_s.casecmp("testprovider").zero?
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config.provider_key.to_s.casecmp("snaptrade").zero?
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end
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# Providers page only needs to know whether any SimpleFin/Lunchflow connections exist with valid credentials
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@@ -138,6 +137,5 @@ class Settings::ProvidersController < ApplicationController
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@mercury_items = Current.family.mercury_items.ordered.select(:id)
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@coinbase_items = Current.family.coinbase_items.ordered # Coinbase panel needs name and sync info for status display
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@snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
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@testprovider_items = Current.family.testprovider_items.ordered.select(:id)
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end
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end
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@@ -1,5 +1,5 @@
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class DataEnrichment < ApplicationRecord
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belongs_to :enrichable, polymorphic: true
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enum :source, { rule: "rule", plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats", mercury: "mercury" , testprovider: "testprovider"}
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enum :source, { rule: "rule", plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats", mercury: "mercury" }
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end
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@@ -1,5 +1,5 @@
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class ProviderMerchant < Merchant
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enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats", mercury: "mercury" , testprovider: "testprovider"}
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enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats", mercury: "mercury" }
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validates :name, uniqueness: { scope: [ :source ] }
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validates :source, presence: true
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@@ -57,10 +57,6 @@
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<%= render @snaptrade_items.sort_by(&:created_at) %>
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<% end %>
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<% if @testprovider_items.any? %>
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<%= render @testprovider_items.sort_by(&:created_at) %>
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<% end %>
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<% if @manual_accounts.any? %>
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<div id="manual-accounts">
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<%= render "accounts/index/manual_accounts", accounts: @manual_accounts %>
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@@ -59,10 +59,4 @@
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<%= render "settings/providers/snaptrade_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "Testprovider", collapsible: true, open: false do %>
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<turbo-frame id="testprovider-providers-panel">
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<%= render "settings/providers/testprovider_panel" %>
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</turbo-frame>
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<% end %>
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</div>
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@@ -57,6 +57,7 @@ module <%= class_name %>Account::DataHelpers
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Rails.logger.error("<%= class_name %>Account::DataHelpers - Failed to parse date: #{date_value.inspect} - #{e.message}")
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nil
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end
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<% if investment_provider? -%>
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# Find or create security with race condition handling
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def resolve_security(symbol, symbol_data = {})
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@@ -137,6 +138,7 @@ module <%= class_name %>Account::DataHelpers
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nil
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end
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end
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<% end -%>
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# Handle currency as string or object (API inconsistency)
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def extract_currency(data, fallback: nil)
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