Files
sure/app/controllers/trades_controller.rb
LPW c391ba2b23 Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls (#671)
* Implement entry protection flags for sync overwrites

- Added `user_modified` and `import_locked` flags to `entries` table to prevent provider sync from overwriting user-edited and imported data.
- Introduced backfill migration to mark existing entries based on conditions.
- Enhanced sync and processing logic to respect protection flags, track skipped entries, and log detailed stats.
- Updated UI to display skipped/protected entries and reasons in sync summaries.

* Localize error details summary text and adjust `sync_account_later` method placement

* Restored schema.rb

---------

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-16 12:34:06 +01:00

86 lines
2.6 KiB
Ruby

class TradesController < ApplicationController
include EntryableResource
# Defaults to a buy trade
def new
@account = Current.family.accounts.find_by(id: params[:account_id])
@model = Current.family.entries.new(
account: @account,
currency: @account ? @account.currency : Current.family.currency,
entryable: Trade.new
)
end
# Can create a trade, transaction (e.g. "fees"), or transfer (e.g. "withdrawal")
def create
@account = Current.family.accounts.find(params[:account_id])
@model = Trade::CreateForm.new(create_params.merge(account: @account)).create
if @model.persisted?
flash[:notice] = t("entries.create.success")
respond_to do |format|
format.html { redirect_back_or_to account_path(@account) }
format.turbo_stream { stream_redirect_back_or_to account_path(@account) }
end
else
render :new, status: :unprocessable_entity
end
end
def update
if @entry.update(update_entry_params)
@entry.mark_user_modified!
@entry.sync_account_later
respond_to do |format|
format.html { redirect_back_or_to account_path(@entry.account), notice: t("entries.update.success") }
format.turbo_stream do
render turbo_stream: [
turbo_stream.replace(
"header_entry_#{@entry.id}",
partial: "trades/header",
locals: { entry: @entry }
),
turbo_stream.replace("entry_#{@entry.id}", partial: "entries/entry", locals: { entry: @entry })
]
end
end
else
render :show, status: :unprocessable_entity
end
end
private
def entry_params
params.require(:entry).permit(
:name, :date, :amount, :currency, :excluded, :notes, :nature,
entryable_attributes: [ :id, :qty, :price, :category_id ]
)
end
def create_params
params.require(:model).permit(
:date, :amount, :currency, :qty, :price, :ticker, :manual_ticker, :type, :transfer_account_id
)
end
def update_entry_params
return entry_params unless entry_params[:entryable_attributes].present?
update_params = entry_params
update_params = update_params.merge(entryable_type: "Trade")
qty = update_params[:entryable_attributes][:qty]
price = update_params[:entryable_attributes][:price]
if qty.present? && price.present?
qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
update_params[:entryable_attributes][:qty] = qty
update_params[:amount] = qty * price.to_d
end
update_params.except(:nature)
end
end