mirror of
https://github.com/we-promise/sure.git
synced 2026-04-15 10:04:10 +00:00
* SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint # Conflicts: # db/schema.rb # Conflicts: # app/controllers/simplefin_items_controller.rb * fix testing * fix linting * xfix linting x2 * Review PR #267 on we-promise/sure (SimpleFin enhancements v2). Address all 15 actionable CodeRabbit comments: Add UUID validations in rakes (e.g., simplefin_unlink), swap Ruby pattern matching/loops for efficient DB queries (e.g., where LOWER(name) LIKE ?), generate docstrings for low-coverage areas (31%), consolidate routes for simplefin_items, move view logic to helpers (e.g., format_transaction_extra), strengthen tests with exact assertions/fixtures for dedup/relink failures. Also, check for overlaps with merged #262 (merchants fix): Ensure merchant creation in simplefin_entry/processor.rb aligns with new payee-based flow and MD5 IDs; add tests for edge cases like empty payees or over-merging pendings. Prioritize security (PII redaction in logs, no hardcoded secrets). * SimpleFin: address CodeRabbit comments (batch 1) - Consolidate simplefin_items routes under a single resources block; keep URLs stable - Replace inline JS with Stimulus auto-relink controller; auto-load relink modal via global modal frame - Improve a11y in relink modal by wrapping rows in labels - Harden unlink rake: default dry_run=true, UUID validation, redact PII in outputs, clearer errors - Backfill rake: default dry_run=true, UUID validation; groundwork for per-SFA counters - Fix-was-merged rake: default dry_run=true, UUID validation; clearer outputs - Idempotent transfer auto-match (find_or_create_by! + RecordNotUnique rescue) - Extract SimpleFin error tooltip assembly into helper and use it in view RuboCop: maintain 2-space indentation, spaces inside array brackets, spaces after commas, and no redundant returns * Linter noise * removed filed commited by mistake. * manual relink flow and tighten composite matching * enforce manual relink UI; fix adapter keywords; guarantee extra.simplefin hash * refactor(simplefin): extract relink service; enforce manual relink UI; tighten composite match; migration 7.2 * add provider date parser; refactor rake; move view queries; partial resilience * run balances-only import in background job. make update flow enqueue balances-only job * persists across all update redirects and initialize used_manual_ids to prevent NameError in relink candidate computation. * SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint * Fixed failed test after rebase. * scan_ruby fix * Calming the rabbit: Fix AccountProvider linking when accounts change Drop the legacy unique index instead of duplicating it Fix dynamic constant assignment Use fixtures consistently; avoid rescue for control flow. Replace bare rescue with explicit exception class. Move business logic out of the view. Critical: Transaction boundary excludes recompute phase, risking data loss. Inconsistency between documentation and implementation for zero-error case. Refactor to use the compute_unlinked_count helper for consistency. Fix cleanup task default: it deletes by default. Move sync stats computation to controller to avoid N+1 queries. Consolidate duplicate sync query. Clarify the intent of setting flash notice on the error path. Fix Date/Time comparison in should_be_inactive?. Move stats retrieval logic to controller. Remove duplicate Sync summary section. Remove the unnecessary sleep statement; use Capybara's built-in waiting. Add label wrappers for accessibility and consistency. * FIX SimpleFIN new account modal Now new account properly loads as a Modal, instead of new page. Fixes also form showing dashboard instead of settings page. * Remove SimpleFin legacy UI components, migrate schema, and refine linking behavior. # Conflicts: # app/helpers/settings_helper.rb * Extract SimpleFin-related logic to `prepare_show_context` helper and refactor for consistency. Adjust conditional checks and ensure controller variables are properly initialized. * Remove unused SimpleFin maps from prepare_show_context; select IDs to avoid N+1 Replace Tailwind bg-green-500 with semantic bg-success in _simplefin_panel/_provider_form Add f.label :setup_token in simplefin_items/new for a11y Remove duplicate require in AccountsControllerSimplefinCtaTest * Remove unnecessary blank lines * Reduce unnecessary changes This reduces the diff against main * Simplefin Account Setup: Display in modal This fixes an issue with the `X` dismiss button in the top right corner * Removed unnecessary comment. * removed unnecessary function. * fixed broken links * Removed unnecessary file * changed to database query * set to use UTC and gaurd against null * set dry_run=true * Fixed comment * Changed to use a database-level query * matched test name to test behavior. * Eliminate code duplication and Time.zone dependency * make final summary surface failures * lint fix * Revised timezone comment. better handle missing selectors. * sanitized LIKE wildcards * Fixed SimpleFin import to avoid “Currency can’t be blank” validation failures when providers return an empty currency string. * Added helper methods for admin and self-hosted checks * Specify exception types in rescue clauses. * Refined logic to determine transaction dates for credit accounts. * Refined stats calculation for `total_accounts` to track the maximum unique accounts per run instead of accumulating totals. * Moved `unlink_all!` logic to `SimplefinItem::Unlinking` concern and deprecated `SimplefinItem::Unlinker`. Updated related references. * Refined legacy unlinking logic, improved `current_holdings` formatting, and added ENV-based overrides for self-hosted checks. * Enhanced `unlink_all!` with explicit error handling, improved transaction safety, and refined ENV-based self-hosted checks. Adjusted exception types and cleaned up private method handling. * Improved currency assignment logic by adding fallback to `current_account` and `family` currencies. * Enhanced error tracking during SimpleFin account imports by adding categorized error buckets, limiting stored errors to the last 5, and improving `stats` calculations. * typo fix * Didn't realize rabbit was still mad... Refactored SimpleFin error handling and CTA logic: centralized duplicate detection and relink visibility into controller, improved task counters, adjusted redirect notices, and fixed form indexing. * Dang rabbit never stops... Centralized SimpleFin maps logic into `MapsHelper` concern and integrated it into relevant controllers and rake tasks. Optimized queries, reduced redundancy, and improved unlinked counts and manual account checks with batch processing. Adjusted task arguments for clarity. * Persistent rabbit. Optimized SimpleFin maps logic by implementing batch queries for manual account and unlinked count checks, reducing N+1 issues. Improved clarity of rake task argument descriptions and error messages for better usability. * Lost a commit somehow, resolved here. Refactored transaction extra details logic by introducing `build_transaction_extra_details` helper to improve clarity, reusability, and reduce view complexity. Enhanced rake tasks with strict dry-run validation and better error handling. Updated schema to allow nullable `merchant_id` and added conditional unique indexes for recurring transactions. * Refactored sensitive data redaction in `simplefin_unlink` task for recursive handling, optimized SQL sanitization in `simplefin_holdings_backfill`, improved error handling in `transactions_helper`, and streamlined day change calculation logic in `Holding` model. * Lint fix * Removed per PR comments. * Also removing per PR comment. * git commit -m "SimpleFIN polish: preserve #manual-accounts wrapper, unify \"manual\" scope, and correct unlinked counts - Preserve #manual-accounts wrapper: switch non-empty updates to turbo_stream.update and background broadcast_update_to; keep empty-path replace to render <div id=\"manual-accounts\"></div> - Unify definition of manual accounts via Account.visible_manual (visible + legacy-nil + no AccountProvider); reuse in controllers, jobs, and helper - Correct setup/unlinked counts: SimplefinItem::Syncer#finalize_setup_counts and maps now consider AccountProvider links (legacy account AND provider must be absent) Deleted: - app/models/simplefin_item/relink_service.rb - app/controllers/concerns/simplefin_items/relink_helpers.rb - app/javascript/controllers/auto_relink_controller.js - app/views/simplefin_items/_relink_modal.html.erb - app/views/simplefin_items/manual_relink.html.erb - app/views/simplefin_items/relink.html.erb - test/services/simplefin_item/relink_service_test.rb Refs: PR #318 unified link/unlink; PR #267 SimpleFIN; follow-up to fix wrapper ID loss and counting drift." * Extend unlinked account check to include "Investment" type * set SimpleFIN item for `balances`, remove redundant unpacking, and improve holdings task error * SimpleFIN: add `errors` action + modal; do not reintroduce legacy relink actions; removed dead helper * FIX simpleFIN linking * Add delay back, tests benefit from it * Put cache back in * Remove empty `rake` task * Small spelling fixes. --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: sokie <sokysrm@gmail.com> Co-authored-by: Dylan Corrales <deathcamel58@gmail.com>
131 lines
4.4 KiB
Ruby
131 lines
4.4 KiB
Ruby
class Settings::ProvidersController < ApplicationController
|
|
layout "settings"
|
|
|
|
guard_feature unless: -> { self_hosted? }
|
|
|
|
before_action :ensure_admin, only: [ :show, :update ]
|
|
|
|
def show
|
|
@breadcrumbs = [
|
|
[ "Home", root_path ],
|
|
[ "Bank Sync Providers", nil ]
|
|
]
|
|
|
|
prepare_show_context
|
|
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.message}")
|
|
flash.now[:alert] = "Failed to update provider settings: #{error.message}"
|
|
prepare_show_context
|
|
render :show, status: :unprocessable_entity
|
|
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
|
|
redirect_to settings_providers_path, alert: "Not authorized" unless Current.user.admin?
|
|
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
|
|
|
|
# Prepares instance vars needed by the show view and partials
|
|
def prepare_show_context
|
|
# Load all provider configurations (exclude SimpleFin, which has its own unified panel below)
|
|
Provider::Factory.ensure_adapters_loaded
|
|
@provider_configurations = Provider::ConfigurationRegistry.all.reject { |config| config.provider_key.to_s.casecmp("simplefin").zero? }
|
|
|
|
# Providers page only needs to know whether any SimpleFin connections exist
|
|
@simplefin_items = Current.family.simplefin_items.ordered.select(:id)
|
|
end
|
|
end
|