feat: Enhance holding detail drawer with live price sync and enriched overview (#1086)

* Feat: Implement manual sync prices functionality and enhance holdings display

* Feat: Enhance sync prices functionality with error handling and update UI components

* Feat: Update sync prices error handling and enhance Spanish locale messages

* Fix: Address CodeRabbit review feedback

- Set fallback @provider_error when prices_updated == 0 so turbo stream
  never fails silently without a visible error message
- Move attr_reader :provider_error to class header in Price::Importer
  for conventional placement alongside other attribute declarations
- Precompute @last_price_updated in controller (show + sync_prices)
  instead of running a DB query directly inside ERB templates

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Fix: Replace bare rescue with explicit exception handling in turbo stream view

Bare `rescue` silently swallows all exceptions, making debugging impossible.
Match the pattern already used in show.html.erb: rescue ActiveRecord::RecordInvalid
explicitly, then catch StandardError with logging (message + backtrace) before
falling back to the unknown label.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Fix: Update test assertion to expect actual provider error message

The stub returns "Yahoo Finance rate limit exceeded" as the provider error.
After the @provider_error fallback fix, the controller now correctly surfaces
the real provider error when present (using .presence || fallback), so the
flash[:alert] is the actual error string, not the generic fallback.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Fix: Assert scoped security_ids in sync_prices materializer test

Replace loose stub with constructor expectation to verify that
Balance::Materializer is instantiated with the single-security scope.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Fix: Assert holding remap in remap_security test

Add assertion that @holding.security_id is updated to the target
security after remap, covering the core command outcome.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Fix: CI test failure - Update disconnect external assistant test to use env overrides

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Serge L
2026-03-06 04:05:52 -05:00
committed by GitHub
parent ad318ecdb9
commit a92fd3b3e8
18 changed files with 270 additions and 28 deletions

View File

@@ -1,11 +1,12 @@
class HoldingsController < ApplicationController
before_action :set_holding, only: %i[show update destroy unlock_cost_basis remap_security reset_security]
before_action :set_holding, only: %i[show update destroy unlock_cost_basis remap_security reset_security sync_prices]
def index
@account = Current.family.accounts.find(params[:account_id])
end
def show
@last_price_updated = @holding.security.prices.maximum(:updated_at)
end
def update
@@ -70,6 +71,13 @@ class HoldingsController < ApplicationController
return
end
# The user explicitly selected this security from provider search results,
# so we know the provider can handle it. Bring it back online if it was
# previously marked offline (e.g. by a failed QIF import resolution).
if new_security.offline?
new_security.update!(offline: false, failed_fetch_count: 0, failed_fetch_at: nil)
end
@holding.remap_security!(new_security)
flash[:notice] = t(".success")
@@ -79,6 +87,44 @@ class HoldingsController < ApplicationController
end
end
def sync_prices
security = @holding.security
if security.offline?
redirect_to account_path(@holding.account, tab: "holdings"),
alert: t("holdings.sync_prices.unavailable")
return
end
prices_updated, @provider_error = security.import_provider_prices(
start_date: 31.days.ago.to_date,
end_date: Date.current,
clear_cache: true
)
security.import_provider_details
@last_price_updated = @holding.security.prices.maximum(:updated_at)
if prices_updated == 0
@provider_error = @provider_error.presence || t("holdings.sync_prices.provider_error")
respond_to do |format|
format.html { redirect_to account_path(@holding.account, tab: "holdings"), alert: @provider_error }
format.turbo_stream
end
return
end
strategy = @holding.account.linked? ? :reverse : :forward
Balance::Materializer.new(@holding.account, strategy: strategy, security_ids: [ @holding.security_id ]).materialize_balances
@holding.reload
@last_price_updated = @holding.security.prices.maximum(:updated_at)
respond_to do |format|
format.html { redirect_to account_path(@holding.account, tab: "holdings"), notice: t("holdings.sync_prices.success") }
format.turbo_stream
end
end
def reset_security
@holding.reset_security_to_provider!
flash[:notice] = t(".success")