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335 lines
14 KiB
Ruby
335 lines
14 KiB
Ruby
class Settings::ProvidersController < ApplicationController
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layout -> { turbo_frame_request? ? "turbo_rails/frame" : "settings" }
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before_action :ensure_admin, only: [ :show, :update, :sync_all, :sync, :connect_form ]
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def show
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@breadcrumbs = [
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[ "Home", root_path ],
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[ "Bank sync", nil ]
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]
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prepare_show_context
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rescue ActiveRecord::Encryption::Errors::Configuration => e
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Rails.logger.error("Active Record Encryption not configured: #{e.message}")
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@encryption_error = true
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end
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def update
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# Build index of valid configurable fields with their metadata
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Provider::Factory.ensure_adapters_loaded
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valid_fields = {}
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Provider::ConfigurationRegistry.all.each do |config|
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config.fields.each do |field|
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valid_fields[field.setting_key.to_s] = field
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end
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end
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updated_fields = []
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# Perform all updates within a transaction for consistency
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Setting.transaction do
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provider_params.each do |param_key, param_value|
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# Only process keys that exist in the configuration registry
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field = valid_fields[param_key.to_s]
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next unless field
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# Clean the value and convert blank/empty strings to nil
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value = param_value.to_s.strip
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value = nil if value.empty?
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# For secret fields only, skip placeholder values to prevent accidental overwrite
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if field.secret && value == "********"
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next
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end
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key_str = field.setting_key.to_s
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# Check if the setting is a declared field in setting.rb
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# Use method_defined? to check if the setter actually exists on the singleton class,
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# not just respond_to? which returns true for dynamic fields due to respond_to_missing?
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if Setting.singleton_class.method_defined?("#{key_str}=")
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# If it's a declared field (e.g., openai_model), set it directly.
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# This is safe and uses the proper setter.
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Setting.public_send("#{key_str}=", value)
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else
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# If it's a dynamic field, set it as an individual entry
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# Each field is stored independently, preventing race conditions
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Setting[key_str] = value
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end
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updated_fields << param_key
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end
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end
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if updated_fields.any?
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# Reload provider configurations if needed
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reload_provider_configs(updated_fields)
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redirect_to settings_providers_path, notice: "Provider settings updated successfully"
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else
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redirect_to settings_providers_path, notice: "No changes were made"
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end
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rescue => error
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Rails.logger.error("Failed to update provider settings: #{error.class} - #{error.message}")
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flash.now[:alert] = "Failed to update provider settings. Please try again."
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prepare_show_context
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render :show, status: :unprocessable_entity
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end
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def sync_all
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family = Current.family
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now = Time.current
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updated_count = Family
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.where(id: family.id)
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.where("last_sync_all_attempted_at IS NULL OR last_sync_all_attempted_at <= ?", 30.seconds.ago)
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.update_all(last_sync_all_attempted_at: now, updated_at: now)
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if updated_count.zero?
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return redirect_to settings_providers_path, notice: t("settings.providers.sync_all_recently")
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end
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SyncAllProvidersJob.perform_later(family.id)
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redirect_to settings_providers_path, notice: t("settings.providers.sync_all_in_progress")
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end
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def sync
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provider_key = params[:provider_key]
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syncable_type = PANEL_SYNCABLE_TYPES[provider_key]
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return redirect_to settings_providers_path unless syncable_type
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items = syncable_type.constantize.where(family: Current.family).syncable
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items.each { |item| item.sync_later unless item.syncing? }
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redirect_to settings_providers_path, notice: t("settings.providers.sync_provider_in_progress")
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end
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def connect_form
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provider_key = params[:provider_key]
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panel = FAMILY_PANELS.find { |p| p[:key] == provider_key }
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if panel
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@panel_key = panel[:key]
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@panel_partial = panel[:partial]
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@panel_title = panel[:title]
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load_provider_items(provider_key)
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return render :connect_form
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end
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Provider::Factory.ensure_adapters_loaded
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config = Provider::ConfigurationRegistry.all.find { |c| c.provider_key.to_s == provider_key }
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if config
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@panel_title = provider_key.titleize
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@provider_configuration = config
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return render :connect_form
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end
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redirect_to settings_providers_path
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rescue ActiveRecord::Encryption::Errors::Configuration
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redirect_to settings_providers_path, alert: t("settings.providers.encryption_error.title")
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end
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private
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def provider_params
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# Dynamically permit all provider configuration fields
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Provider::Factory.ensure_adapters_loaded
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permitted_fields = []
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Provider::ConfigurationRegistry.all.each do |config|
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config.fields.each do |field|
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permitted_fields << field.setting_key
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end
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end
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params.require(:setting).permit(*permitted_fields)
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end
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def ensure_admin
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return if Current.user.admin?
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redirect_to root_path, alert: t("settings.providers.not_authorized")
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end
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# Reload provider configurations after settings update
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def reload_provider_configs(updated_fields)
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# Build a set of provider keys that had fields updated
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updated_provider_keys = Set.new
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# Look up the provider key directly from the configuration registry
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updated_fields.each do |field_key|
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Provider::ConfigurationRegistry.all.each do |config|
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field = config.fields.find { |f| f.setting_key.to_s == field_key.to_s }
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if field
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updated_provider_keys.add(field.provider_key)
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break
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end
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end
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end
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# Reload configuration for each updated provider
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updated_provider_keys.each do |provider_key|
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adapter_class = Provider::ConfigurationRegistry.get_adapter_class(provider_key)
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adapter_class&.reload_configuration
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end
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end
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# Hardcoded family-scoped panels — provider connections are managed through
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# their own models (SimplefinItem, LunchflowItem, etc.) rather than global
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# settings, so they need custom UI per-provider for connection management,
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# status display, and sync actions. The configuration registry excludes
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# them (see prepare_show_context).
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FAMILY_PANELS = [
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{ key: "lunchflow", title: "Lunch Flow", turbo_id: "lunchflow", partial: "lunchflow_panel" },
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{ key: "simplefin", title: "SimpleFIN", turbo_id: "simplefin", partial: "simplefin_panel" },
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{ key: "enable_banking", title: "Enable Banking", turbo_id: "enable_banking", partial: "enable_banking_panel" },
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{ key: "coinstats", title: "CoinStats", turbo_id: "coinstats", partial: "coinstats_panel" },
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{ key: "mercury", title: "Mercury", turbo_id: "mercury", partial: "mercury_panel" },
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{ key: "coinbase", title: "Coinbase", turbo_id: "coinbase", partial: "coinbase_panel" },
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{ key: "binance", title: "Binance", turbo_id: "binance", partial: "binance_panel" },
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{ key: "snaptrade", title: "SnapTrade", turbo_id: "snaptrade", partial: "snaptrade_panel", auto_open: "manage" },
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{ key: "indexa_capital", title: "Indexa Capital", turbo_id: "indexa_capital", partial: "indexa_capital_panel" },
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{ key: "sophtron", title: "Sophtron", turbo_id: "sophtron", partial: "sophtron_panel" }
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].freeze
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FAMILY_PANEL_KEYS = FAMILY_PANELS.map { |p| p[:key] }.freeze
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# Maps panel key → ActiveRecord model name for sync health queries
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PANEL_SYNCABLE_TYPES = {
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"simplefin" => "SimplefinItem",
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"lunchflow" => "LunchflowItem",
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"enable_banking" => "EnableBankingItem",
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"coinstats" => "CoinstatsItem",
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"mercury" => "MercuryItem",
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"coinbase" => "CoinbaseItem",
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"binance" => "BinanceItem",
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"snaptrade" => "SnaptradeItem",
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"indexa_capital" => "IndexaCapitalItem",
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"sophtron" => "SophtronItem"
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}.freeze
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def load_provider_items(provider_key)
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case provider_key
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when "simplefin"
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@simplefin_items = Current.family.simplefin_items.ordered
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when "lunchflow"
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@lunchflow_items = Current.family.lunchflow_items.ordered
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when "enable_banking"
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@enable_banking_items = Current.family.enable_banking_items.ordered
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when "coinstats"
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@coinstats_items = Current.family.coinstats_items.ordered
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when "mercury"
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@mercury_items = Current.family.mercury_items.active.ordered.includes(:syncs, :mercury_accounts)
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when "coinbase"
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@coinbase_items = Current.family.coinbase_items.ordered
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when "binance"
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@binance_items = Current.family.binance_items.active.ordered
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when "snaptrade"
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@snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
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when "indexa_capital"
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@indexa_capital_items = Current.family.indexa_capital_items.ordered
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when "sophtron"
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@sophtron_items = Current.family.sophtron_items.ordered
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end
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end
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# Prepares instance vars needed by the show view and partials
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def prepare_show_context
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# Load all provider configurations (exclude family-scoped panels, which have their own UI below)
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Provider::Factory.ensure_adapters_loaded
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@provider_configurations = Provider::ConfigurationRegistry.all.reject do |config|
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FAMILY_PANEL_KEYS.any? { |key| config.provider_key.to_s.casecmp(key).zero? }
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end
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# Providers page only needs to know whether any SimpleFin/Lunchflow connections exist with valid credentials
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@simplefin_items = Current.family.simplefin_items.where.not(access_url: [ nil, "" ]).ordered.select(:id)
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@lunchflow_items = Current.family.lunchflow_items.where.not(api_key: [ nil, "" ]).ordered.select(:id)
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@enable_banking_items = Current.family.enable_banking_items.ordered # Enable Banking panel needs session info for status display
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# Providers page only needs to know whether any Sophtron connections exist with valid credentials
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@sophtron_items = Current.family.sophtron_items.where.not(user_id: [ nil, "" ], access_key: [ nil, "" ]).ordered.select(:id)
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@coinstats_items = Current.family.coinstats_items.ordered # CoinStats panel needs account info for status display
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@mercury_items = Current.family.mercury_items.active.ordered.includes(:syncs, :mercury_accounts)
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@coinbase_items = Current.family.coinbase_items.ordered # Coinbase panel needs name and sync info for status display
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@snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
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@indexa_capital_items = Current.family.indexa_capital_items.ordered.select(:id)
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@binance_items = Current.family.binance_items.active.ordered
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@provider_sync_health = compute_provider_sync_health
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entries = build_provider_entries
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@connected = entries.select { |e| e[:summary][:status] == :ok }
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@needs_attention = entries.select { |e| [ :warn, :err ].include?(e[:summary][:status]) }
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@available = entries.select { |e| e[:summary][:status] == :off }
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@health_counts = {
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connected: @connected.size + @needs_attention.size,
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needs_attention: @needs_attention.size,
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errors: @needs_attention.count { |e| e[:summary][:status] == :err },
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accounts_synced: Current.family.accounts.joins(:account_providers).distinct.count
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}
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end
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# Returns a hash mapping provider key → { error:, last_synced_at:, stale: }
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# by querying the latest sync per item for each family panel provider.
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def compute_provider_sync_health
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PANEL_SYNCABLE_TYPES.each_with_object({}) do |(key, syncable_type), health|
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items = instance_variable_get("@#{key}_items")
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ids = items&.map(&:id)&.compact
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next if ids.blank?
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health[key] = sync_health_for(syncable_type, ids)
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end
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end
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# Determines error/stale status and last successful sync time for a set of items.
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def sync_health_for(syncable_type, item_ids)
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# Use window function to get the single latest sync per item (same pattern as ProviderConnectionStatus)
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ranked_subq = Sync
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.where(syncable_type: syncable_type, syncable_id: item_ids)
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.select("syncs.*, ROW_NUMBER() OVER (PARTITION BY syncable_id ORDER BY created_at DESC, id DESC) AS sync_rank")
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latest_per_item = Sync.from(ranked_subq, :syncs).where("sync_rank = 1").to_a
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has_error = latest_per_item.any? { |s| s.failed? || s.stale? }
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last_synced = Sync
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.where(syncable_type: syncable_type, syncable_id: item_ids, status: "completed")
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.maximum(:completed_at)
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stale = !has_error && last_synced.present? && last_synced < 24.hours.ago
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{ error: has_error, last_synced_at: last_synced, stale: stale }
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end
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# Builds a unified list of provider entries (registry-driven configurations
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# and hardcoded family panels) with pre-computed status, sorted
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# alphabetically by display title. Each entry carries enough data for the
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# view to render either a provider_form or a family panel partial.
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def build_provider_entries
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configuration_entries = @provider_configurations.map do |config|
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{
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provider_key: config.provider_key.to_s,
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title: config.provider_key.to_s.titleize,
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configuration: config,
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maturity: Provider::Metadata.for(config.provider_key)[:maturity],
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summary: view_context.provider_summary(config.provider_key)
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}
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end
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family_entries = FAMILY_PANELS.map do |panel|
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{
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provider_key: panel[:key],
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title: panel[:title],
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turbo_id: panel[:turbo_id],
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partial: panel[:partial],
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auto_open_param: panel[:auto_open],
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maturity: Provider::Metadata.for(panel[:key])[:maturity],
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summary: view_context.provider_summary(panel[:key])
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}
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end
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(configuration_entries + family_entries).sort_by { |entry| entry[:title].downcase }
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end
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end
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