Files
sure/app/models/provider_connection_status.rb
Oscar c6a240a183 feat(redbark): add australian bank sync (redbark) (#2794)
* 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
2026-07-26 07:40:25 +02:00

270 lines
9.4 KiB
Ruby

# frozen_string_literal: true
class ProviderConnectionStatus
PROVIDERS = [
{ key: "akahu", type: "AkahuItem", association: :akahu_items, accounts: :akahu_accounts },
{ key: "up", type: "UpItem", association: :up_items, accounts: :up_accounts },
{ key: "plaid", type: "PlaidItem", association: :plaid_items, accounts: :plaid_accounts },
{ key: "simplefin", type: "SimplefinItem", association: :simplefin_items, accounts: :simplefin_accounts },
{ key: "lunchflow", type: "LunchflowItem", association: :lunchflow_items, accounts: :lunchflow_accounts },
{ key: "enable_banking", type: "EnableBankingItem", association: :enable_banking_items, accounts: :enable_banking_accounts },
{ key: "coinbase", type: "CoinbaseItem", association: :coinbase_items, accounts: :coinbase_accounts },
{ key: "binance", type: "BinanceItem", association: :binance_items, accounts: :binance_accounts },
{ key: "kraken", type: "KrakenItem", association: :kraken_items, accounts: :kraken_accounts },
{ key: "coinstats", type: "CoinstatsItem", association: :coinstats_items, accounts: :coinstats_accounts },
{ key: "snaptrade", type: "SnaptradeItem", association: :snaptrade_items, accounts: :snaptrade_accounts, linked_accounts: :linked_accounts },
{ key: "ibkr", type: "IbkrItem", association: :ibkr_items, accounts: :ibkr_accounts },
{ key: "mercury", type: "MercuryItem", association: :mercury_items, accounts: :mercury_accounts },
{ key: "brex", type: "BrexItem", association: :brex_items, accounts: :brex_accounts },
{ key: "sophtron", type: "SophtronItem", association: :sophtron_items, accounts: :sophtron_accounts },
{ key: "indexa_capital", type: "IndexaCapitalItem", association: :indexa_capital_items, accounts: :indexa_capital_accounts },
{ key: "trading212", type: "Trading212Item", association: :trading212_items, accounts: :trading212_accounts },
{ key: "questrade", type: "QuestradeItem", association: :questrade_items, accounts: :questrade_accounts },
{ key: "redbark", type: "RedbarkItem", association: :redbark_items, accounts: :redbark_accounts },
{ key: "wise", type: "WiseItem", association: :wise_items, accounts: :wise_accounts }
].freeze
class << self
def for_family(family)
PROVIDERS.flat_map do |provider|
relation = family.public_send(provider[:association])
items = relation.includes(association_includes_for(relation, provider)).ordered.to_a
sync_contexts = sync_contexts_for(provider[:type], items)
items.map do |item|
new(provider, item, sync_contexts.fetch(item.id, {})).to_h
end
end
end
private
def association_includes_for(relation, provider)
includes = [ { provider[:accounts] => :account_provider } ]
includes << provider[:linked_accounts] if provider[:linked_accounts]
includes << :accounts if relation.klass.reflect_on_association(:accounts)
includes
end
def sync_contexts_for(provider_type, items)
item_ids = items.map(&:id)
return {} if item_ids.empty?
latest_syncs = latest_syncs_for(provider_type, item_ids)
latest_completed_syncs = latest_syncs_for(provider_type, item_ids, scope: Sync.completed)
syncing_item_ids = Sync.visible
.where(syncable_type: provider_type, syncable_id: item_ids)
.distinct
.pluck(:syncable_id)
item_ids.index_with do |item_id|
{
latest_sync: latest_syncs[item_id],
latest_completed_sync: latest_completed_syncs[item_id],
syncing: syncing_item_ids.include?(item_id)
}
end
end
def latest_syncs_for(provider_type, item_ids, scope: Sync.all)
ranked_syncs = scope.where(syncable_type: provider_type, syncable_id: item_ids)
.select(
"syncs.*, " \
"ROW_NUMBER() OVER (PARTITION BY syncable_id ORDER BY created_at DESC, id DESC) AS sync_rank"
)
Sync.from(ranked_syncs, :syncs).where("sync_rank = 1").index_by(&:syncable_id)
end
end
def initialize(provider, item, sync_context = {})
@provider = provider
@item = item
@sync_context = sync_context
end
def to_h
{
id: item.id,
provider: provider[:key],
provider_type: provider[:type],
name: item_value(:name, provider[:key].humanize),
status: item_status,
requires_update: item_requires_update?,
credentials_configured: credentials_configured?,
scheduled_for_deletion: item_boolean(:scheduled_for_deletion?),
pending_account_setup: pending_account_setup?,
institution: institution_payload,
accounts: accounts_payload,
sync: sync_payload,
created_at: item.created_at,
updated_at: item.updated_at
}
end
private
attr_reader :provider, :item, :sync_context
def credentials_configured?
item_boolean(:credentials_configured?)
end
def item_status
return item.effective_status(latest_sync: latest_sync) if item.respond_to?(:setup_token_update_required?)
item_value(:status)
end
def item_requires_update?
return item.setup_token_update_required?(latest_sync: latest_sync) if item.respond_to?(:setup_token_update_required?)
item_boolean(:requires_update?)
end
def pending_account_setup?
item_boolean(:pending_account_setup?)
end
def institution_payload
{
name: item_value(:institution_display_name, item_value(:name, provider[:key].humanize)),
domain: item_value(:institution_domain),
url: item_value(:institution_url)
}
end
def accounts_payload
@accounts_payload ||= begin
total = provider_account_count
linked = linked_account_count
{
total_count: total,
linked_count: linked,
unlinked_count: [ total - linked, 0 ].max
}
end
end
def provider_account_count
records = provider_account_records
return records.size if records
return item.total_accounts_count if item.respond_to?(:total_accounts_count)
0
end
def linked_account_count
records = provider_account_records
return records.count { |provider_account| linked_provider_account?(provider_account) } if records
return item.linked_accounts_count if item.respond_to?(:linked_accounts_count)
if provider[:linked_accounts] && item.respond_to?(provider[:linked_accounts])
return item.public_send(provider[:linked_accounts]).size
end
return item.accounts.size if item.respond_to?(:accounts)
0
end
def provider_account_records
return unless item.respond_to?(provider[:accounts])
@provider_account_records ||= item.public_send(provider[:accounts]).to_a
end
def linked_provider_account?(provider_account)
return false unless provider_account.respond_to?(:account_provider)
association = provider_account.association(:account_provider)
association.loaded? ? association.target.present? : provider_account.account_provider.present?
end
def sync_payload
{
syncing: syncing?,
status_summary: sync_status_summary,
last_synced_at: latest_completed_sync&.completed_at,
latest: latest_sync_payload(latest_sync)
}
end
def sync_status_summary
stats = latest_completed_sync_stats
counts = accounts_payload
total = stats.fetch("total_accounts", counts[:total_count]).to_i
linked = stats.fetch("linked_accounts", counts[:linked_count]).to_i
unlinked = stats.fetch("unlinked_accounts", [ total - linked, 0 ].max).to_i
if total.zero?
"No accounts found"
elsif unlinked.zero?
"#{linked} #{'account'.pluralize(linked)} synced"
else
"#{linked} synced, #{unlinked} need setup"
end
end
def syncing?
return sync_context[:syncing] if sync_context.key?(:syncing)
item_boolean(:syncing?)
end
def latest_sync
sync_context[:latest_sync]
end
def latest_completed_sync
sync_context[:latest_completed_sync]
end
def latest_completed_sync_stats
stats = latest_completed_sync&.sync_stats
return stats.stringify_keys if stats.is_a?(Hash)
return {} unless stats.is_a?(String)
parsed = JSON.parse(stats)
parsed.is_a?(Hash) ? parsed.stringify_keys : {}
rescue JSON::ParserError
{}
end
def latest_sync_payload(sync)
return unless sync
{
id: sync.id,
status: sync.status,
created_at: sync.created_at,
syncing_at: sync.syncing_at,
completed_at: sync.completed_at,
failed_at: sync.failed_at,
error: sync_error_payload(sync)
}
end
def sync_error_payload(sync)
return unless sync.failed? || sync.stale?
# Provider health treats stale connections as actionable even when the
# generic sync API suppresses stale-without-error payloads.
{
present: true,
message: sync.stale? ? "Sync became stale before completion" : "Sync failed"
}
end
def item_boolean(method_name)
item_value(method_name, false) == true
end
def item_value(method_name, default = nil)
return default unless item.respond_to?(method_name)
item.public_send(method_name)
end
end