Files
sure/app/controllers/settings/providers_controller.rb
LPW 61eb611529 Simplefin enhancements v2 (#267)
* 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>
2025-11-17 21:51:37 +01:00

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