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 @enable_banking_items = family.enable_banking_items.ordered.includes(:syncs) # 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 # Get all registered providers with any credentials configured @provider_configs = Provider::Factory.registered_adapters.flat_map do |adapter_class| adapter_class.connection_configs(family: family) end 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 account_type_name = @account.accountable_type # Get all available provider configs dynamically for this account type provider_configs = Provider::Factory.connection_configs_for_account_type( account_type: account_type_name, family: family ) # Build available providers list with paths resolved for this specific account @available_providers = provider_configs.map do |config| { name: config[:name], key: config[:key], description: config[:description], path: config[:existing_account_path].call(@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