class Settings::ProvidersController < ApplicationController layout -> { turbo_frame_request? ? "turbo_rails/frame" : "settings" } before_action :ensure_admin, only: [ :show, :update, :sync_all, :sync, :connect_form ] def show @breadcrumbs = [ [ "Home", root_path ], [ "Bank sync", nil ] ] prepare_show_context rescue ActiveRecord::Encryption::Errors::Configuration => e Rails.logger.error("Active Record Encryption not configured: #{e.message}") @encryption_error = true end def update # Build index of valid configurable fields with their metadata Provider::Factory.ensure_adapters_loaded valid_fields = {} Provider::ConfigurationRegistry.all.each do |config| config.fields.each do |field| valid_fields[field.setting_key.to_s] = field end end updated_fields = [] # Perform all updates within a transaction for consistency Setting.transaction do provider_params.each do |param_key, param_value| # Only process keys that exist in the configuration registry field = valid_fields[param_key.to_s] next unless field # Clean the value and convert blank/empty strings to nil value = param_value.to_s.strip value = nil if value.empty? # For secret fields only, skip placeholder values to prevent accidental overwrite if field.secret && value == "********" next end key_str = field.setting_key.to_s # Check if the setting is a declared field in setting.rb # Use method_defined? to check if the setter actually exists on the singleton class, # not just respond_to? which returns true for dynamic fields due to respond_to_missing? if Setting.singleton_class.method_defined?("#{key_str}=") # If it's a declared field (e.g., openai_model), set it directly. # This is safe and uses the proper setter. Setting.public_send("#{key_str}=", value) else # If it's a dynamic field, set it as an individual entry # Each field is stored independently, preventing race conditions Setting[key_str] = value end updated_fields << param_key end end if updated_fields.any? # Reload provider configurations if needed reload_provider_configs(updated_fields) redirect_to settings_providers_path, notice: "Provider settings updated successfully" else redirect_to settings_providers_path, notice: "No changes were made" end rescue => error Rails.logger.error("Failed to update provider settings: #{error.class} - #{error.message}") flash.now[:alert] = "Failed to update provider settings. Please try again." prepare_show_context render :show, status: :unprocessable_entity end def sync_all family = Current.family now = Time.current updated_count = Family .where(id: family.id) .where("last_sync_all_attempted_at IS NULL OR last_sync_all_attempted_at <= ?", 30.seconds.ago) .update_all(last_sync_all_attempted_at: now, updated_at: now) if updated_count.zero? return redirect_to settings_providers_path, notice: t("settings.providers.sync_all_recently") end SyncAllProvidersJob.perform_later(family.id) redirect_to settings_providers_path, notice: t("settings.providers.sync_all_in_progress") end def sync provider_key = params[:provider_key] syncable_type = PANEL_SYNCABLE_TYPES[provider_key] return redirect_to settings_providers_path unless syncable_type items = syncable_type.constantize.where(family: Current.family).syncable scheduled = items.reject(&:syncing?) scheduled.each(&:sync_later) notice_key = scheduled.any? ? "settings.providers.sync_provider_in_progress" : "settings.providers.sync_provider_no_items" redirect_to settings_providers_path, notice: t(notice_key) end def connect_form provider_key = params[:provider_key] panel = FAMILY_PANELS.find { |p| p[:key] == provider_key } if panel @panel_key = panel[:key] @panel_partial = panel[:partial] @panel_title = panel[:title] load_provider_items(provider_key) return render :connect_form end Provider::Factory.ensure_adapters_loaded config = Provider::ConfigurationRegistry.all.find { |c| c.provider_key.to_s == provider_key } if config @panel_title = Provider::Metadata.for(provider_key)[:name] || provider_key.titleize @provider_configuration = config return render :connect_form end redirect_to settings_providers_path, alert: t("settings.providers.not_found") rescue ActiveRecord::Encryption::Errors::Configuration redirect_to settings_providers_path, alert: t("settings.providers.encryption_error.title") end private def provider_params # Dynamically permit all provider configuration fields Provider::Factory.ensure_adapters_loaded permitted_fields = [] Provider::ConfigurationRegistry.all.each do |config| config.fields.each do |field| permitted_fields << field.setting_key end end params.require(:setting).permit(*permitted_fields) end def ensure_admin return if Current.user.admin? redirect_to root_path, alert: t("settings.providers.not_authorized") end # Reload provider configurations after settings update def reload_provider_configs(updated_fields) # Build a set of provider keys that had fields updated updated_provider_keys = Set.new # Look up the provider key directly from the configuration registry updated_fields.each do |field_key| Provider::ConfigurationRegistry.all.each do |config| field = config.fields.find { |f| f.setting_key.to_s == field_key.to_s } if field updated_provider_keys.add(field.provider_key) break end end end # Reload configuration for each updated provider updated_provider_keys.each do |provider_key| adapter_class = Provider::ConfigurationRegistry.get_adapter_class(provider_key) adapter_class&.reload_configuration end end # Hardcoded family-scoped panels — provider connections are managed through # their own models (SimplefinItem, LunchflowItem, etc.) rather than global # settings, so they need custom UI per-provider for connection management, # status display, and sync actions. The configuration registry excludes # them (see prepare_show_context). FAMILY_PANELS = [ { key: "lunchflow", title: "Lunch Flow", turbo_id: "lunchflow", partial: "lunchflow_panel" }, { key: "simplefin", title: "SimpleFIN", turbo_id: "simplefin", partial: "simplefin_panel" }, { key: "enable_banking", title: "Enable Banking", turbo_id: "enable_banking", partial: "enable_banking_panel" }, { key: "coinstats", title: "CoinStats", turbo_id: "coinstats", partial: "coinstats_panel" }, { key: "mercury", title: "Mercury", turbo_id: "mercury", partial: "mercury_panel" }, { key: "coinbase", title: "Coinbase", turbo_id: "coinbase", partial: "coinbase_panel" }, { key: "binance", title: "Binance", turbo_id: "binance", partial: "binance_panel" }, { key: "snaptrade", title: "SnapTrade", turbo_id: "snaptrade", partial: "snaptrade_panel", auto_open: "manage" }, { key: "indexa_capital", title: "Indexa Capital", turbo_id: "indexa_capital", partial: "indexa_capital_panel" }, { key: "sophtron", title: "Sophtron", turbo_id: "sophtron", partial: "sophtron_panel" } ].freeze FAMILY_PANEL_KEYS = FAMILY_PANELS.map { |p| p[:key] }.freeze # Maps panel key → ActiveRecord model name for sync health queries PANEL_SYNCABLE_TYPES = { "simplefin" => "SimplefinItem", "lunchflow" => "LunchflowItem", "enable_banking" => "EnableBankingItem", "coinstats" => "CoinstatsItem", "mercury" => "MercuryItem", "coinbase" => "CoinbaseItem", "binance" => "BinanceItem", "snaptrade" => "SnaptradeItem", "indexa_capital" => "IndexaCapitalItem", "sophtron" => "SophtronItem" }.freeze def load_provider_items(provider_key) case provider_key when "simplefin" @simplefin_items = Current.family.simplefin_items.ordered when "lunchflow" @lunchflow_items = Current.family.lunchflow_items.ordered when "enable_banking" @enable_banking_items = Current.family.enable_banking_items.ordered when "coinstats" @coinstats_items = Current.family.coinstats_items.ordered when "mercury" @mercury_items = Current.family.mercury_items.active.ordered.includes(:syncs, :mercury_accounts) when "coinbase" @coinbase_items = Current.family.coinbase_items.ordered when "binance" @binance_items = Current.family.binance_items.active.ordered when "snaptrade" @snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered when "indexa_capital" @indexa_capital_items = Current.family.indexa_capital_items.ordered when "sophtron" @sophtron_items = Current.family.sophtron_items.ordered end end # Prepares instance vars needed by the show view and partials def prepare_show_context # Load all provider configurations (exclude family-scoped panels, which have their own UI below) Provider::Factory.ensure_adapters_loaded @provider_configurations = Provider::ConfigurationRegistry.all.reject do |config| FAMILY_PANEL_KEYS.any? { |key| config.provider_key.to_s.casecmp(key).zero? } end # Providers page only needs to know whether any SimpleFin/Lunchflow connections exist with valid credentials @simplefin_items = Current.family.simplefin_items.where.not(access_url: [ nil, "" ]).ordered.select(:id) @lunchflow_items = Current.family.lunchflow_items.where.not(api_key: [ nil, "" ]).ordered.select(:id) @enable_banking_items = Current.family.enable_banking_items.ordered # Enable Banking panel needs session info for status display # Providers page only needs to know whether any Sophtron connections exist with valid credentials @sophtron_items = Current.family.sophtron_items.where.not(user_id: [ nil, "" ], access_key: [ nil, "" ]).ordered.select(:id) @coinstats_items = Current.family.coinstats_items.ordered # CoinStats panel needs account info for status display @mercury_items = Current.family.mercury_items.active.ordered @coinbase_items = Current.family.coinbase_items.ordered # Coinbase panel needs name and sync info for status display @snaptrade_items = Current.family.snaptrade_items.ordered @indexa_capital_items = Current.family.indexa_capital_items.ordered.select(:id) @binance_items = Current.family.binance_items.active.ordered @provider_sync_health = compute_provider_sync_health(family_panel_items) entries = build_provider_entries @connected = entries.select { |e| e[:summary][:status] == :ok } @needs_attention = entries.select { |e| [ :warn, :err ].include?(e[:summary][:status]) } @available = entries.select { |e| e[:summary][:status] == :off } @health = view_context.provider_health_strip(connected: @connected, needs_attention: @needs_attention) end # Maps each family panel key to the loaded item collection. Used by # compute_provider_sync_health and build_provider_entries to avoid relying # on instance_variable_get for control flow. def family_panel_items { "simplefin" => @simplefin_items, "lunchflow" => @lunchflow_items, "enable_banking" => @enable_banking_items, "coinstats" => @coinstats_items, "mercury" => @mercury_items, "coinbase" => @coinbase_items, "binance" => @binance_items, "snaptrade" => @snaptrade_items, "indexa_capital" => @indexa_capital_items, "sophtron" => @sophtron_items } end # Returns a hash mapping provider key → { error:, last_synced_at:, stale: } # by querying the latest sync per item for each family panel provider. def compute_provider_sync_health(items_map) PANEL_SYNCABLE_TYPES.each_with_object({}) do |(key, syncable_type), health| ids = items_map[key]&.map(&:id)&.compact next if ids.blank? health[key] = sync_health_for(syncable_type, ids) end end # Determines error/stale status and last successful sync time for a set of items. def sync_health_for(syncable_type, item_ids) # Use window function to get the single latest sync per item (same pattern as ProviderConnectionStatus) ranked_subq = Sync .where(syncable_type: syncable_type, syncable_id: item_ids) .select("syncs.*, ROW_NUMBER() OVER (PARTITION BY syncable_id ORDER BY created_at DESC, id DESC) AS sync_rank") latest_per_item = Sync.from(ranked_subq, :syncs).where("sync_rank = 1").to_a has_error = latest_per_item.any? { |s| s.failed? || s.stale? } last_synced = Sync .where(syncable_type: syncable_type, syncable_id: item_ids, status: "completed") .maximum(:completed_at) stale = !has_error && last_synced.present? && last_synced < 24.hours.ago { error: has_error, last_synced_at: last_synced, stale: stale } end # Builds a unified list of provider entries (registry-driven configurations # and hardcoded family panels) with pre-computed status, sorted # alphabetically by display title. Each entry carries enough data for the # view to render either a provider_form or a family panel partial. def build_provider_entries configuration_entries = @provider_configurations.map do |config| meta = Provider::Metadata.for(config.provider_key) { provider_key: config.provider_key.to_s, title: meta[:name] || config.provider_key.to_s.titleize, configuration: config, maturity: meta[:maturity], summary: view_context.provider_summary(config.provider_key) } end family_entries = FAMILY_PANELS.map do |panel| { provider_key: panel[:key], title: panel[:title], turbo_id: panel[:turbo_id], partial: panel[:partial], auto_open_param: panel[:auto_open], maturity: Provider::Metadata.for(panel[:key])[:maturity], summary: view_context.provider_summary(panel[:key]) } end (configuration_entries + family_entries).sort_by { |entry| entry[:title].downcase } end end