class AccountsController < ApplicationController before_action :set_account, only: %i[sync sparkline toggle_active show destroy unlink confirm_unlink select_provider] include Periodable def index @manual_accounts = family.accounts .listable_manual .order(:name) @plaid_items = family.plaid_items.ordered @simplefin_items = family.simplefin_items.ordered.includes(:syncs) @lunchflow_items = family.lunchflow_items.ordered # Precompute per-item maps to avoid queries in the view @simplefin_sync_stats_map = {} @simplefin_has_unlinked_map = {} @simplefin_items.each do |item| latest_sync = item.syncs.ordered.first @simplefin_sync_stats_map[item.id] = (latest_sync&.sync_stats || {}) @simplefin_has_unlinked_map[item.id] = item.family.accounts .listable_manual .exists? end # Count of SimpleFin accounts that are not linked (no legacy account and no AccountProvider) @simplefin_unlinked_count_map = {} @simplefin_items.each do |item| count = item.simplefin_accounts .left_joins(:account, :account_provider) .where(accounts: { id: nil }, account_providers: { id: nil }) .count @simplefin_unlinked_count_map[item.id] = count end # Compute CTA visibility map used by the simplefin_item partial @simplefin_show_relink_map = {} @simplefin_items.each do |item| begin unlinked_count = @simplefin_unlinked_count_map[item.id] || 0 manuals_exist = @simplefin_has_unlinked_map[item.id] sfa_any = if item.simplefin_accounts.loaded? item.simplefin_accounts.any? else item.simplefin_accounts.exists? end @simplefin_show_relink_map[item.id] = (unlinked_count.to_i == 0 && manuals_exist && sfa_any) rescue => e Rails.logger.warn("SimpleFin card: CTA computation failed for item #{item.id}: #{e.class} - #{e.message}") @simplefin_show_relink_map[item.id] = false end end # Prevent Turbo Drive from caching this page to ensure fresh account lists expires_now render layout: "settings" end def new @show_lunchflow_link = family.can_connect_lunchflow? end def sync_all family.sync_later redirect_to accounts_path, notice: t("accounts.sync_all.syncing") end def show @chart_view = params[:chart_view] || "balance" @tab = params[:tab] @q = params.fetch(:q, {}).permit(:search) entries = @account.entries.search(@q).reverse_chronological @pagy, @entries = pagy(entries, limit: params[:per_page] || "10") @activity_feed_data = Account::ActivityFeedData.new(@account, @entries) end def sync unless @account.syncing? if @account.linked? # Sync all provider items for this account # Each provider item will trigger an account sync when complete @account.account_providers.each do |account_provider| item = account_provider.adapter&.item item&.sync_later if item && !item.syncing? end else # Manual accounts just need balance materialization @account.sync_later end end redirect_to account_path(@account) end def sparkline etag_key = @account.family.build_cache_key("#{@account.id}_sparkline", invalidate_on_data_updates: true) # Short-circuit with 304 Not Modified when the client already has the latest version. # We defer the expensive series computation until we know the content is stale. if stale?(etag: etag_key, last_modified: @account.family.latest_sync_completed_at) @sparkline_series = @account.sparkline_series render layout: false end end def toggle_active if @account.active? @account.disable! elsif @account.disabled? @account.enable! end redirect_to accounts_path end def destroy if @account.linked? redirect_to account_path(@account), alert: t("accounts.destroy.cannot_delete_linked") else @account.destroy_later redirect_to accounts_path, notice: t("accounts.destroy.success", type: @account.accountable_type) end end def confirm_unlink unless @account.linked? redirect_to account_path(@account), alert: t("accounts.unlink.not_linked") end end def unlink unless @account.linked? redirect_to account_path(@account), alert: t("accounts.unlink.not_linked") return end begin Account.transaction do # Remove new system links (account_providers join table) @account.account_providers.destroy_all # Remove legacy system links (foreign keys) @account.update!(plaid_account_id: nil, simplefin_account_id: nil) end redirect_to accounts_path, notice: t("accounts.unlink.success") rescue ActiveRecord::RecordInvalid => e redirect_to account_path(@account), alert: t("accounts.unlink.error", error: e.message) rescue StandardError => e Rails.logger.error "Failed to unlink account #{@account.id}: #{e.message}" redirect_to account_path(@account), alert: t("accounts.unlink.error", error: t("accounts.unlink.generic_error")) end end def select_provider if @account.linked? redirect_to account_path(@account), alert: t("accounts.select_provider.already_linked") return end @available_providers = [] # Check SimpleFIN if family.can_connect_simplefin? @available_providers << { name: "SimpleFIN", key: "simplefin", description: "Connect to your bank via SimpleFIN", path: select_existing_account_simplefin_items_path(account_id: @account.id) } end # Check Plaid US if family.can_connect_plaid_us? @available_providers << { name: "Plaid", key: "plaid_us", description: "Connect to your US bank via Plaid", path: select_existing_account_plaid_items_path(account_id: @account.id, region: "us") } end # Check Plaid EU if family.can_connect_plaid_eu? @available_providers << { name: "Plaid (EU)", key: "plaid_eu", description: "Connect to your EU bank via Plaid", path: select_existing_account_plaid_items_path(account_id: @account.id, region: "eu") } end # Check Lunch Flow if family.can_connect_lunchflow? @available_providers << { name: "Lunch Flow", key: "lunchflow", description: "Connect to your bank via Lunch Flow", path: select_existing_account_lunchflow_items_path(account_id: @account.id) } end if @available_providers.empty? redirect_to account_path(@account), alert: t("accounts.select_provider.no_providers") end end private def family Current.family end def set_account @account = family.accounts.find(params[:id]) end end