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Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation (#544)
* Add tests and enhance logic for SimpleFin account synchronization and reconciliation - Added retry logic with exponential backoff for network errors in `Provider::Simplefin`. - Introduced tests to verify retry functionality and error handling for rate-limit, server errors, and stale data. - Updated `SimplefinItem` to detect stale sync status and reconciliation issues. - Enhanced UI to display stale sync warnings and data integrity notices. - Improved SimpleFin account matching during updates with multi-tier strategy (ID, fingerprint, fuzzy match). - Added transaction reconciliation logic to detect data gaps, transaction count drops, and duplicate transaction IDs. * Introduce `SimplefinConnectionUpdateJob` for asynchronous SimpleFin connection updates - Moved SimpleFin connection update logic to `SimplefinConnectionUpdateJob` to improve response times by offloading network retries, data fetching, and reconciliation tasks. - Enhanced SimpleFin account matching with a multi-tier strategy (ID, fingerprint, fuzzy name match). - Added retry logic and bounded latency for token claim requests in `Provider::Simplefin`. - Updated tests to cover the new job flow and ensure correct account reconciliation during updates. * Remove unused SimpleFin account matching logic and improve error handling in `SimplefinConnectionUpdateJob` - Deleted the multi-tier account matching logic from `SimplefinItemsController` as it is no longer used. - Enhanced error handling in `SimplefinConnectionUpdateJob` to gracefully handle import failures, ensuring orphaned items can be manually resolved. - Updated job flow to conditionally set item status based on the success of import operations. * Fix SimpleFin sync: check both legacy FK and AccountProvider for linked accounts * Add crypto, checking, savings, and cash account detection; refine subtype selection and linking - Enhanced `Simplefin::AccountTypeMapper` to include detection for crypto, checking, savings, and standalone cash accounts. - Improved subtype selection UI with validation and warning indicators for missing selections. - Updated SimpleFin account linking to handle both legacy FK and `AccountProvider` associations consistently. - Refined job flow and importer logic for better handling of linked accounts and subtype inference. * Improve `SimplefinConnectionUpdateJob` and holdings processing logic - Fixed race condition in `SimplefinConnectionUpdateJob` by moving `destroy_later` calls outside of transactions. - Updated fuzzy name match logic to use Levenshtein distance for better accuracy. - Enhanced synthetic ticker generation in holdings processor with hash suffix for uniqueness. * Refine SimpleFin entry processing logic and ensure `extra` data persistence - Simplified pending flag determination to rely solely on provider-supplied values. - Fixed potential stale values in `extra` by ensuring deep merge overwrite with `entry.transaction.save!`. * Replace hardcoded fallback transaction description with localized string * Refine pending flag logic in SimpleFin processor tests - Adjust test to prevent falsely inferring pending status from missing posted dates. - Ensure provider explicitly sets pending flag for transactions. * Add `has_many :holdings` association to `AccountProvider` with `dependent: :nullify` --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
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@@ -42,4 +42,27 @@ export default class extends Controller {
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}
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}
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}
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clearWarning(event) {
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// When user selects a subtype value, clear all warning styling
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const select = event.target
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if (select.value) {
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// Clear the subtype dropdown warning
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const warningContainer = select.closest('.ring-2')
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if (warningContainer) {
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warningContainer.classList.remove('ring-2', 'ring-warning/50', 'rounded-md', 'p-2', '-m-2')
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const warningText = warningContainer.querySelector('.text-warning')
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if (warningText) {
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warningText.remove()
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}
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}
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// Clear the parent card's warning border
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const card = this.element.closest('.border-2.border-warning')
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if (card) {
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card.classList.remove('border-2', 'border-warning', 'bg-warning/5')
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card.classList.add('border', 'border-primary')
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}
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}
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}
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}
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