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ba442d5f26
* 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>
83 lines
3.4 KiB
Plaintext
83 lines
3.4 KiB
Plaintext
<%= content_for :page_title, "Sync Providers" %>
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<div class="space-y-4">
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<% if @encryption_error %>
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<div class="p-4 rounded-lg bg-destructive/10 border border-destructive/20">
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<div class="flex items-start gap-3">
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<%= icon("triangle-alert", class: "w-5 h-5 text-destructive shrink-0 mt-0.5") %>
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<div>
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<h3 class="font-medium text-primary"><%= t("settings.providers.encryption_error.title") %></h3>
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<p class="text-secondary text-sm mt-1"><%= t("settings.providers.encryption_error.message") %></p>
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</div>
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</div>
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</div>
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<% else %>
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<div>
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<p class="text-secondary mb-4">
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Configure credentials for third-party sync providers. Settings configured here will override environment variables.
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</p>
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</div>
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<% end %>
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<% unless @encryption_error %>
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<% @provider_configurations.each do |config| %>
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<%= settings_section title: config.provider_key.titleize, collapsible: true, open: false do %>
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<%= render "settings/providers/provider_form", configuration: config %>
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<% end %>
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<% end %>
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<%# Providers below are hardcoded because they manage Family-scoped connections %>
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<%# (via their own models like SimplefinItem, LunchflowItem, etc.) rather than global settings. %>
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<%# They require custom UI for connection management, status display, and sync actions. %>
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<%# The controller excludes them from @provider_configurations (see prepare_show_context). %>
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<%= settings_section title: "Lunch Flow", collapsible: true, open: false do %>
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<turbo-frame id="lunchflow-providers-panel">
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<%= render "settings/providers/lunchflow_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "SimpleFIN", collapsible: true, open: false do %>
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<turbo-frame id="simplefin-providers-panel">
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<%= render "settings/providers/simplefin_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "Enable Banking (beta)", collapsible: true, open: false do %>
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<turbo-frame id="enable_banking-providers-panel">
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<%= render "settings/providers/enable_banking_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "CoinStats (beta)", collapsible: true, open: false do %>
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<turbo-frame id="coinstats-providers-panel">
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<%= render "settings/providers/coinstats_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "Mercury (beta)", collapsible: true, open: false do %>
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<turbo-frame id="mercury-providers-panel">
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<%= render "settings/providers/mercury_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "Coinbase (beta)", collapsible: true, open: false do %>
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<turbo-frame id="coinbase-providers-panel">
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<%= render "settings/providers/coinbase_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "SnapTrade (beta)", collapsible: true, open: false, auto_open_param: "manage" do %>
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<turbo-frame id="snaptrade-providers-panel">
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<%= render "settings/providers/snaptrade_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "Indexa Capital", collapsible: true, open: false do %>
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<turbo-frame id="indexa_capital-providers-panel">
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<%= render "settings/providers/indexa_capital_panel" %>
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</turbo-frame>
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<% end %>
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<% end %>
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</div>
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