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Partition the provider list in the controller into @connected_providers and @available_providers based on provider_summary status, and render each group under its own heading with a count. Auto-open the section when only one provider is connected. Adds an empty-state line when nothing is connected yet. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
194 lines
8.5 KiB
Ruby
194 lines
8.5 KiB
Ruby
class Settings::ProvidersController < ApplicationController
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layout "settings"
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before_action :ensure_admin, only: [ :show, :update ]
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def show
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@breadcrumbs = [
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[ "Home", root_path ],
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[ "Bank Sync Providers", 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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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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redirect_to settings_providers_path, alert: "Not authorized" unless Current.user.admin?
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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 (beta)", turbo_id: "enable_banking", partial: "enable_banking_panel" },
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{ key: "coinstats", title: "CoinStats (beta)", turbo_id: "coinstats", partial: "coinstats_panel" },
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{ key: "mercury", title: "Mercury (beta)", turbo_id: "mercury", partial: "mercury_panel" },
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{ key: "coinbase", title: "Coinbase (beta)", turbo_id: "coinbase", partial: "coinbase_panel" },
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{ key: "binance", title: "Binance (beta)", turbo_id: "binance", partial: "binance_panel" },
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{ key: "snaptrade", title: "SnapTrade (beta)", turbo_id: "snaptrade", partial: "snaptrade_panel", auto_open: "manage" },
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{ key: "indexa_capital", title: "Indexa Capital (alpha)", turbo_id: "indexa_capital", partial: "indexa_capital_panel" },
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{ key: "sophtron", title: "Sophtron (alpha)", 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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# 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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entries = build_provider_entries
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@connected_providers, @available_providers = entries.partition { |entry| entry[:summary][:status] == :ok }
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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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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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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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