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* Add Indexa Capital provider scaffold
Generate Indexa Capital provider scaffolding and align credential fields with the API authentication requirements.
* Fix PR 926 lint and schema CI failures
* Implement Indexa Capital provider with real API integration
- Rewrite all broken view templates (were meta-ERB from code generator)
- Create missing select_accounts.html.erb template
- Implement real API calls: list_accounts via /users/me, get_holdings
via /accounts/{number}/fiscal-results, get_account_balance via
/accounts/{number}/performance
- Add API token auth support (stored token > env token > credentials)
- Add api_token column with encryption support
- Redesign settings panel: API token prominent, credentials collapsible
- Fix account balances display using performance endpoint portfolios
- Fix accounts index empty-state guard missing indexa_capital_items
- Simplify activities fetch job (no activities API endpoint exists)
- Fix i18n interpolation (%%{ -> %{) throughout locale file
* Add tests for Indexa Capital provider integration
- IndexaCapitalItemTest: validations, credentials, scopes, sync status
- IndexaCapitalAccountTest: upsert, holdings, account provider linking
- Provider::IndexaCapitalTest: auth modes, API stubs, error handling
- IndexaCapitalItemsControllerTest: CRUD, setup, linking, authorization
- Fixtures for items (token + credentials) and accounts (mutual + pension)
52 tests, 98 assertions, 0 failures
* Address code review feedback from PR #933
- Fix zero balance bug: use `nil?` instead of `present?` so 0 is stored
- Fix has_indexa_capital_credentials? to check api_token (was ignored)
- Fix build_provider to delegate to Provided concern (was ignoring token)
- Fix IndexaCapital section outside encryption_error guard in settings
- Add account_number sanitization to prevent path traversal in API URLs
- Replace all skipped processor tests with real working tests
- Add zero-balance and path-traversal test coverage
61 tests, 107 assertions, 0 failures
* Address code review round 2: credentials validation, RuboCop, test quality
- Fix RuboCop SpaceInsideArrayLiteralBrackets in credentials check
- Chain where.not calls so all three username/document/password must be present
- Require all three credentials (||) instead of any one (&&) in validate_configuration!
- Move attr_reader to private to avoid exposing credentials publicly
- Parse dates with Date.parse in extract_balance for robustness
- Remove stale TODO and Crypto from supported_account_types
- Order build_provider query deterministically by created_at
- Replace no-op holdings assertion with meaningful assert_difference
* Address code review round 3: JSON parse safety and test precision
- Rescue JSON::ParserError on 2xx responses for clearer error messages
- Fix weak balance assertion: set balance to 0 before processing, assert
expected value (27093.01 = sum of holdings amounts)
* Include Indexa Capital in automatic family sync
Add indexa_capital_items to Family::Syncer#child_syncables so balances
and holdings refresh on daily auto-sync and login sync, not only on
manual sync button clicks.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
56 lines
1.8 KiB
Ruby
56 lines
1.8 KiB
Ruby
# frozen_string_literal: true
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class IndexaCapitalConnectionCleanupJob < ApplicationJob
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queue_as :default
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def perform(indexa_capital_item_id:, authorization_id:, account_id:)
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Rails.logger.info(
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"IndexaCapitalConnectionCleanupJob - Cleaning up connection #{authorization_id} " \
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"for former account #{account_id}"
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)
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indexa_capital_item = IndexaCapitalItem.find_by(id: indexa_capital_item_id)
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return unless indexa_capital_item
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# Check if other accounts still use this connection
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if indexa_capital_item.indexa_capital_accounts
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.where(indexa_capital_authorization_id: authorization_id)
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.exists?
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Rails.logger.info("IndexaCapitalConnectionCleanupJob - Connection still in use, skipping")
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return
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end
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# Delete from provider API
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delete_connection(indexa_capital_item, authorization_id)
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Rails.logger.info("IndexaCapitalConnectionCleanupJob - Connection #{authorization_id} deleted")
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rescue => e
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Rails.logger.warn(
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"IndexaCapitalConnectionCleanupJob - Failed: #{e.class} - #{e.message}"
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)
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# Don't raise - cleanup failures shouldn't block other operations
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end
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private
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def delete_connection(indexa_capital_item, authorization_id)
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provider = indexa_capital_item.indexa_capital_provider
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return unless provider
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credentials = indexa_capital_item.indexa_capital_credentials
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return unless credentials
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# TODO: Implement API call to delete connection
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# Example:
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# provider.delete_connection(
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# authorization_id: authorization_id,
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# **credentials
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# )
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nil # Placeholder until provider.delete_connection is implemented
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rescue => e
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Rails.logger.warn(
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"IndexaCapitalConnectionCleanupJob - API delete failed: #{e.message}"
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)
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end
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end
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