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c6a240a183
* add redbark provider integration - per family api key provider, built like the lunchflow integration - syncs accounts, balances and transactions from api.redbark.com - account setup flow, settings panel, locales and routes - tests and fixtures * harden redbark integration based on prior provider pr feedback - use DebugLogEntry.capture for sync/import/unlink failures - retry 429s and 5xxs with backoff, raise on page cap instead of truncating - keep raw response bodies out of logs and errors - not null constraints on account columns, migration base 7.2 - persist ignored flag for skipped accounts so they stop nagging setup - validate api key on every save, re-arm status on key rotation - destroy aborts if unlink fails, atomic account create and link - require_admin on mutating actions, see_other on error redirects - single grouped query for item account counts - i18n default connection name, blank password field value - controller and provider tests * fix issues found in second review sweep - add missing syncable scope, without it every family sync raises - kick off a sync on connection create and on key rotation - setup dialog fetches accounts inline for fresh connections and shows api errors - skip balance write when no balance has been fetched yet, never anchor a false zero - exclude stale and non banking accounts from the batched balances call, per account fallback if the batch is rejected - detect the server row ceiling and empty pages instead of silently truncating history - user sync start date only governs the initial backfill, incremental after that - fetch connections before the per account loop so auth errors propagate once - drop untemplated index/show/new/edit routes and dead preload/link_accounts actions - stable dom id on the settings panel so repeat turbo replaces keep working * skip brokerage connections, found in live testing - the transactions endpoint 400s for brokerage connections, they belong to /v1/trades - only import accounts from banking and documents connections - guard transaction fetches for any legacy linked non banking account * address review feedback - treat the truncation header as a pagination signal: split the date window and refetch instead of failing the account - prune stale pending rows from the snapshot so settled pendings cant come back as duplicates - block linking a sure account that already has another provider feed - count setup failures separately from skips and surface an error instead of "all skipped" - add not nulls on redbark_items name and api key - enqueue the destroy job after the flag commits, not inside the transaction - swap bg-gray-400 for bg-surface-inset, drop amounts from info logs, remove i18n default fallbacks - tests for window splitting, pending pruning and encrypted payload round trip * fix issues from convention review - benign skips (unlinked account, blank id, unparseable rows) no longer count as failures, tracked separately so a clean batch reports success - currency parsing goes through extract_currency so hash shaped payloads resolve instead of falling to the default - merchant ids use truncated sha256 instead of md5 - debug log entries for import failures and account sync scheduling failures * bound the raw transactions snapshot to the fetch window - trim raw_transactions_payload to the current fetch window on merge, same as brex - keep rows without a parseable date, drop settled pendings as before - surface skipped rows in the aggregate debug log entry with imported/skipped counts
32 lines
3.0 KiB
Ruby
32 lines
3.0 KiB
Ruby
class Provider
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module Metadata
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REGISTRY = {
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akahu: { region: "NZ", kinds: %w[Bank Investment], maturity: :beta, logo_text: "AK", logo_bg: "bg-emerald-600" },
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simplefin: { region: "US", kinds: %w[Bank Investment], maturity: :stable, logo_text: "SF", logo_bg: "bg-blue-600" },
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lunchflow: { region: "Global", kinds: %w[Bank], maturity: :stable, logo_text: "LF", logo_bg: "bg-orange-500" },
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up: { region: "AU", kinds: %w[Bank], maturity: :beta, logo_text: "UP", logo_bg: "bg-orange-600" },
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enable_banking: { region: "EU", kinds: %w[Bank], maturity: :beta, logo_text: "EB", logo_bg: "bg-purple-600" },
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coinstats: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "CS", logo_bg: "bg-pink-600" },
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wise: { region: "Global", kinds: %w[Bank], maturity: :beta, logo_text: "WI", logo_bg: "bg-green-500" },
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mercury: { region: "US", kinds: %w[Bank], maturity: :beta, logo_text: "ME", logo_bg: "bg-cyan-600" },
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brex: { region: "US", kinds: %w[Bank], maturity: :beta, logo_text: "BX", logo_bg: "bg-emerald-600" },
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coinbase: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "CB", logo_bg: "bg-blue-500" },
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binance: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "BI", logo_bg: "bg-yellow-600" },
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kraken: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "KR", logo_bg: "bg-violet-600" },
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snaptrade: { region: "US / CA", kinds: %w[Investment], maturity: :beta, logo_text: "ST", logo_bg: "bg-green-600" },
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ibkr: { region: "Global", kinds: %w[Investment], maturity: :beta, logo_text: "IB", logo_bg: "bg-red-600" },
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indexa_capital: { region: "ES", kinds: %w[Investment], maturity: :alpha, logo_text: "IC", logo_bg: "bg-red-600" },
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sophtron: { region: "US", kinds: %w[Bank Investment], maturity: :alpha, logo_text: "SO", logo_bg: "bg-teal-600" },
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trading212: { region: "EU", kinds: %w[Investment], maturity: :alpha, logo_text: "T2", logo_bg: "bg-teal-600" },
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plaid: { region: "US", kinds: %w[Bank], maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600", tier: "Paid" },
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plaid_eu: { region: "EU", kinds: %w[Bank], maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600", tier: "Paid", name: "Plaid EU" },
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questrade: { region: "CA", kinds: %w[Investment], maturity: :beta, logo_text: "QT", logo_bg: "bg-teal-600" },
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redbark: { region: "AU", kinds: %w[Bank], maturity: :beta, logo_text: "RB", logo_bg: "bg-red-700" }
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}.freeze
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def self.for(provider_key)
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REGISTRY[provider_key.to_sym] || { logo_text: provider_key.to_s.first(2).upcase, logo_bg: "bg-gray-500" }
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end
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end
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end
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