mirror of
https://github.com/we-promise/sure.git
synced 2026-04-07 22:34:47 +00:00
288 lines
11 KiB
Ruby
288 lines
11 KiB
Ruby
class AccountsController < ApplicationController
|
|
before_action :set_account, only: %i[sync sparkline toggle_active show destroy unlink confirm_unlink select_provider]
|
|
include Periodable
|
|
|
|
def index
|
|
@manual_accounts = family.accounts
|
|
.listable_manual
|
|
.order(:name)
|
|
@plaid_items = family.plaid_items.ordered.includes(:syncs, :plaid_accounts)
|
|
@simplefin_items = family.simplefin_items.ordered.includes(:syncs)
|
|
@lunchflow_items = family.lunchflow_items.ordered.includes(:syncs, :lunchflow_accounts)
|
|
@enable_banking_items = family.enable_banking_items.ordered.includes(:syncs)
|
|
@coinstats_items = family.coinstats_items.ordered.includes(:coinstats_accounts, :accounts, :syncs)
|
|
@mercury_items = family.mercury_items.ordered.includes(:syncs, :mercury_accounts)
|
|
@coinbase_items = family.coinbase_items.ordered.includes(:coinbase_accounts, :accounts, :syncs)
|
|
@snaptrade_items = family.snaptrade_items.ordered.includes(:syncs, :snaptrade_accounts)
|
|
@indexa_capital_items = family.indexa_capital_items.ordered.includes(:syncs, :indexa_capital_accounts)
|
|
|
|
# Build sync stats maps for all providers
|
|
build_sync_stats_maps
|
|
|
|
# Prevent Turbo Drive from caching this page to ensure fresh account lists
|
|
expires_now
|
|
render layout: "settings"
|
|
end
|
|
|
|
def new
|
|
# Get all registered providers with any credentials configured
|
|
@provider_configs = Provider::Factory.registered_adapters.flat_map do |adapter_class|
|
|
adapter_class.connection_configs(family: family)
|
|
end
|
|
end
|
|
|
|
def sync_all
|
|
family.sync_later
|
|
redirect_to accounts_path, notice: t("accounts.sync_all.syncing")
|
|
end
|
|
|
|
def show
|
|
@chart_view = params[:chart_view] || "balance"
|
|
@tab = params[:tab]
|
|
@q = params.fetch(:q, {}).permit(:search, status: [])
|
|
entries = @account.entries.where(excluded: false).search(@q).reverse_chronological
|
|
|
|
@pagy, @entries = pagy(
|
|
entries,
|
|
limit: safe_per_page,
|
|
params: request.query_parameters.except("tab").merge("tab" => "activity")
|
|
)
|
|
|
|
@activity_feed_data = Account::ActivityFeedData.new(@account, @entries)
|
|
end
|
|
|
|
def sync
|
|
unless @account.syncing?
|
|
if @account.linked?
|
|
# Sync all provider items for this account
|
|
# Each provider item will trigger an account sync when complete
|
|
@account.account_providers.each do |account_provider|
|
|
item = account_provider.adapter&.item
|
|
item&.sync_later if item && !item.syncing?
|
|
end
|
|
else
|
|
# Manual accounts just need balance materialization
|
|
@account.sync_later
|
|
end
|
|
end
|
|
|
|
redirect_to account_path(@account)
|
|
end
|
|
|
|
def sparkline
|
|
etag_key = @account.family.build_cache_key("#{@account.id}_sparkline", invalidate_on_data_updates: true)
|
|
|
|
# Short-circuit with 304 Not Modified when the client already has the latest version.
|
|
# We defer the expensive series computation until we know the content is stale.
|
|
if stale?(etag: etag_key, last_modified: @account.family.latest_sync_completed_at)
|
|
@sparkline_series = @account.sparkline_series
|
|
render layout: false
|
|
end
|
|
end
|
|
|
|
def toggle_active
|
|
if @account.active?
|
|
@account.disable!
|
|
elsif @account.disabled?
|
|
@account.enable!
|
|
end
|
|
redirect_to accounts_path
|
|
end
|
|
|
|
def destroy
|
|
if @account.linked?
|
|
redirect_to account_path(@account), alert: t("accounts.destroy.cannot_delete_linked")
|
|
else
|
|
@account.destroy_later
|
|
redirect_to accounts_path, notice: t("accounts.destroy.success", type: @account.accountable_type)
|
|
end
|
|
end
|
|
|
|
def confirm_unlink
|
|
unless @account.linked?
|
|
redirect_to account_path(@account), alert: t("accounts.unlink.not_linked")
|
|
end
|
|
end
|
|
|
|
def unlink
|
|
unless @account.linked?
|
|
redirect_to account_path(@account), alert: t("accounts.unlink.not_linked")
|
|
return
|
|
end
|
|
|
|
begin
|
|
Account.transaction do
|
|
# Detach holdings from provider links before destroying them
|
|
provider_link_ids = @account.account_providers.pluck(:id)
|
|
if provider_link_ids.any?
|
|
Holding.where(account_provider_id: provider_link_ids).update_all(account_provider_id: nil)
|
|
end
|
|
|
|
# Capture provider accounts before clearing links (so we can destroy them)
|
|
simplefin_account_to_destroy = @account.simplefin_account
|
|
|
|
# Remove new system links (account_providers join table)
|
|
# SnaptradeAccount records are preserved (not destroyed) so users can relink later.
|
|
# This follows the Plaid pattern where the provider account survives as "unlinked".
|
|
# SnapTrade has limited connection slots (5 free), so preserving the record avoids
|
|
# wasting a slot on reconnect.
|
|
@account.account_providers.destroy_all
|
|
|
|
# Remove legacy system links (foreign keys)
|
|
@account.update!(plaid_account_id: nil, simplefin_account_id: nil)
|
|
|
|
# Destroy the SimplefinAccount record so it doesn't cause stale account issues
|
|
# This is safe because:
|
|
# - Account data (transactions, holdings, balances) lives on the Account, not SimplefinAccount
|
|
# - SimplefinAccount only caches API data which is regenerated on reconnect
|
|
# - If user reconnects SimpleFin later, a new SimplefinAccount will be created
|
|
simplefin_account_to_destroy&.destroy!
|
|
end
|
|
|
|
redirect_to accounts_path, notice: t("accounts.unlink.success")
|
|
rescue ActiveRecord::RecordInvalid => e
|
|
redirect_to account_path(@account), alert: t("accounts.unlink.error", error: e.message)
|
|
rescue StandardError => e
|
|
Rails.logger.error "Failed to unlink account #{@account.id}: #{e.message}"
|
|
redirect_to account_path(@account), alert: t("accounts.unlink.error", error: t("accounts.unlink.generic_error"))
|
|
end
|
|
end
|
|
|
|
def select_provider
|
|
if @account.linked?
|
|
redirect_to account_path(@account), alert: t("accounts.select_provider.already_linked")
|
|
return
|
|
end
|
|
|
|
account_type_name = @account.accountable_type
|
|
|
|
# Get all available provider configs dynamically for this account type
|
|
provider_configs = Provider::Factory.connection_configs_for_account_type(
|
|
account_type: account_type_name,
|
|
family: family
|
|
)
|
|
|
|
# Build available providers list with paths resolved for this specific account
|
|
# Filter out providers that don't support linking to existing accounts
|
|
@available_providers = provider_configs.filter_map do |config|
|
|
next unless config[:existing_account_path].present?
|
|
{
|
|
name: config[:name],
|
|
key: config[:key],
|
|
description: config[:description],
|
|
path: config[:existing_account_path].call(@account.id)
|
|
}
|
|
end
|
|
|
|
if @available_providers.empty?
|
|
redirect_to account_path(@account), alert: t("accounts.select_provider.no_providers")
|
|
end
|
|
end
|
|
|
|
private
|
|
def family
|
|
Current.family
|
|
end
|
|
|
|
def set_account
|
|
@account = family.accounts.find(params[:id])
|
|
end
|
|
|
|
# Builds sync stats maps for all provider types to avoid N+1 queries in views
|
|
def build_sync_stats_maps
|
|
# SimpleFIN sync stats
|
|
@simplefin_sync_stats_map = {}
|
|
@simplefin_has_unlinked_map = {}
|
|
@simplefin_unlinked_count_map = {}
|
|
@simplefin_show_relink_map = {}
|
|
@simplefin_duplicate_only_map = {}
|
|
|
|
@simplefin_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
stats = latest_sync&.sync_stats || {}
|
|
@simplefin_sync_stats_map[item.id] = stats
|
|
@simplefin_has_unlinked_map[item.id] = item.family.accounts.listable_manual.exists?
|
|
|
|
# Count unlinked accounts
|
|
count = item.simplefin_accounts
|
|
.left_joins(:account, :account_provider)
|
|
.where(accounts: { id: nil }, account_providers: { id: nil })
|
|
.count
|
|
@simplefin_unlinked_count_map[item.id] = count
|
|
|
|
# CTA visibility
|
|
manuals_exist = @simplefin_has_unlinked_map[item.id]
|
|
sfa_any = item.simplefin_accounts.loaded? ? item.simplefin_accounts.any? : item.simplefin_accounts.exists?
|
|
@simplefin_show_relink_map[item.id] = (count.to_i == 0 && manuals_exist && sfa_any)
|
|
|
|
# Check if all errors are duplicate-skips
|
|
errors = Array(stats["errors"]).map { |e| e.is_a?(Hash) ? e["message"] || e[:message] : e.to_s }
|
|
@simplefin_duplicate_only_map[item.id] = errors.present? && errors.all? { |m| m.to_s.downcase.include?("duplicate upstream account detected") }
|
|
rescue => e
|
|
Rails.logger.warn("SimpleFin stats map build failed for item #{item.id}: #{e.class} - #{e.message}")
|
|
@simplefin_sync_stats_map[item.id] = {}
|
|
@simplefin_show_relink_map[item.id] = false
|
|
@simplefin_duplicate_only_map[item.id] = false
|
|
end
|
|
|
|
# Plaid sync stats
|
|
@plaid_sync_stats_map = {}
|
|
@plaid_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
@plaid_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
|
|
end
|
|
|
|
# Lunchflow sync stats
|
|
@lunchflow_sync_stats_map = {}
|
|
@lunchflow_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
@lunchflow_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
|
|
end
|
|
|
|
# Enable Banking sync stats
|
|
@enable_banking_sync_stats_map = {}
|
|
@enable_banking_latest_sync_error_map = {}
|
|
@enable_banking_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
@enable_banking_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
|
|
@enable_banking_latest_sync_error_map[item.id] = latest_sync&.error
|
|
end
|
|
|
|
# CoinStats sync stats
|
|
@coinstats_sync_stats_map = {}
|
|
@coinstats_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
@coinstats_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
|
|
end
|
|
|
|
# Mercury sync stats
|
|
@mercury_sync_stats_map = {}
|
|
@mercury_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
@mercury_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
|
|
end
|
|
|
|
# Coinbase sync stats
|
|
@coinbase_sync_stats_map = {}
|
|
@coinbase_unlinked_count_map = {}
|
|
@coinbase_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
@coinbase_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
|
|
|
|
# Count unlinked accounts
|
|
count = item.coinbase_accounts
|
|
.left_joins(:account_provider)
|
|
.where(account_providers: { id: nil })
|
|
.count
|
|
@coinbase_unlinked_count_map[item.id] = count
|
|
end
|
|
|
|
# IndexaCapital sync stats
|
|
@indexa_capital_sync_stats_map = {}
|
|
@indexa_capital_items.each do |item|
|
|
latest_sync = item.syncs.ordered.first
|
|
@indexa_capital_sync_stats_map[item.id] = latest_sync&.sync_stats || {}
|
|
end
|
|
end
|
|
end
|