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* 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
267 lines
11 KiB
Ruby
267 lines
11 KiB
Ruby
module SettingsHelper
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SETTINGS_ORDER = [
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# General section
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{ name: -> { t("settings.settings_nav.accounts_label") }, path: :accounts_path },
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{ name: -> { t("settings.settings_nav.bank_sync_label") }, path: :settings_providers_path, condition: :admin_user? },
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{ name: -> { t("settings.settings_nav.preferences_label") }, path: :settings_preferences_path },
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{ name: -> { t("settings.settings_nav.appearance_label") }, path: :settings_appearance_path },
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{ name: -> { t("settings.settings_nav.profile_label") }, path: :settings_profile_path },
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{ name: -> { t("settings.settings_nav.security_label") }, path: :settings_security_path },
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{ name: -> { t("settings.settings_nav.payment_label") }, path: :settings_payment_path, condition: :not_self_hosted? },
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# Transactions section
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{ name: -> { t("settings.settings_nav.categories_label") }, path: :categories_path },
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{ name: -> { t("settings.settings_nav.tags_label") }, path: :tags_path },
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{ name: -> { t("settings.settings_nav.rules_label") }, path: :rules_path },
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{ name: -> { t("settings.settings_nav.merchants_label") }, path: :family_merchants_path },
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{ name: -> { t("settings.settings_nav.recurring_transactions_label") }, path: :recurring_transactions_path },
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{ name: -> { t("settings.settings_nav.statement_vault_label") }, path: :account_statements_path, condition: :admin_user? },
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# Advanced section
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{ name: -> { t("settings.settings_nav.ai_prompts_label") }, path: :settings_ai_prompts_path, condition: :admin_user? },
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{ name: -> { t("settings.settings_nav.llm_usage_label") }, path: :settings_llm_usage_path, condition: :admin_user? },
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{ name: -> { t("settings.settings_nav.api_key_label") }, path: :settings_api_keys_path, condition: :admin_user? },
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{ name: -> { t("settings.settings_nav.self_hosting_label") }, path: :settings_hosting_path, condition: :self_hosted_and_admin? },
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{ name: -> { t("settings.settings_nav.imports_label") }, path: :imports_path, condition: :admin_user? },
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{ name: -> { t("settings.settings_nav.exports_label") }, path: :family_exports_path, condition: :admin_user? },
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# More section
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{ name: -> { t("settings.settings_nav.guides_label") }, path: :settings_guides_path },
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{ name: -> { t("settings.settings_nav.whats_new_label") }, path: :changelog_path },
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{ name: -> { t("settings.settings_nav.feedback_label") }, path: :feedback_path }
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]
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def adjacent_setting(current_path, offset)
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visible_settings = SETTINGS_ORDER.select { |setting| setting[:condition].nil? || send(setting[:condition]) }
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current_index = visible_settings.index { |setting| send(setting[:path]) == current_path }
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return nil unless current_index
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adjacent_index = current_index + offset
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return nil if adjacent_index < 0 || adjacent_index >= visible_settings.size
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adjacent = visible_settings[adjacent_index]
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render partial: "settings/settings_nav_link_large", locals: {
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path: send(adjacent[:path]),
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direction: offset > 0 ? "next" : "previous",
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title: setting_name(adjacent)
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}
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end
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def settings_section(title: nil, subtitle: nil, collapsible: false, open: true, auto_open_param: nil, status: nil, meta: nil, actions: nil, badge: nil, &block)
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content = capture(&block)
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render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content, collapsible: collapsible, open: open, auto_open_param: auto_open_param, status: status, meta: meta, actions: actions, badge: badge }
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end
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def provider_summary(provider_key)
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key = provider_key.to_s.downcase
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case key
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when "plaid", "plaid_eu"
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configured = @provider_configurations&.find { |c| c.provider_key.to_s.casecmp(key).zero? }&.configured?
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configured ? { status: :ok } : { status: :off }
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when "akahu"
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return { status: :off } unless @akahu_items&.any?
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sync_based_summary(key)
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when "up"
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return { status: :off } unless @up_items&.any?
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sync_based_summary(key)
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when "simplefin"
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return { status: :off } unless @simplefin_items&.any?
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sync_based_summary(key)
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when "lunchflow"
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return { status: :off } unless @lunchflow_items&.any?
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sync_based_summary(key)
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when "enable_banking"
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return { status: :off } unless @enable_banking_items&.any?
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enable_banking_summary
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when "coinstats"
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return { status: :off } unless @coinstats_items&.any?
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sync_based_summary(key)
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when "mercury"
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return { status: :off } unless @mercury_items&.any?
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sync_based_summary(key)
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when "redbark"
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return { status: :off } unless @redbark_items&.any?
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sync_based_summary(key)
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when "brex"
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return { status: :off } unless @brex_items&.any?
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sync_based_summary(key)
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when "coinbase"
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return { status: :off } unless @coinbase_items&.any?
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sync_based_summary(key)
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when "binance"
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return { status: :off } unless @binance_items&.any?
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sync_based_summary(key)
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when "kraken"
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return { status: :off } unless @kraken_items&.any?
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sync_based_summary(key)
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when "snaptrade"
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configured_item = @snaptrade_items&.find(&:oauth_configured?)
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return { status: :off } unless configured_item
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sync_based_summary(key)
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when "ibkr"
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return { status: :off } unless @ibkr_items&.any?
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sync_based_summary(key)
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when "indexa_capital"
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return { status: :off } unless @indexa_capital_items&.any?
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sync_based_summary(key)
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when "sophtron"
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return { status: :off } unless @sophtron_items&.any?
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sync_based_summary(key)
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when "questrade"
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return { status: :off } unless @questrade_items&.any?
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sync_based_summary(key)
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else
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{ status: :off }
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end
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end
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def settings_nav_footer
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previous_setting = adjacent_setting(request.path, -1)
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next_setting = adjacent_setting(request.path, 1)
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content_tag :div, class: "hidden md:flex flex-row justify-between gap-4" do
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concat(previous_setting)
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concat(next_setting)
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end
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end
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def settings_nav_footer_mobile
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previous_setting = adjacent_setting(request.path, -1)
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next_setting = adjacent_setting(request.path, 1)
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content_tag :div, class: "md:hidden flex flex-col gap-4 pb-[env(safe-area-inset-bottom)]" do
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concat(previous_setting)
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concat(next_setting)
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end
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end
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def yahoo_finance_health_presentation(status)
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status = status.to_sym if status.respond_to?(:to_sym)
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status = :unknown unless %i[healthy rate_limited unavailable unknown].include?(status)
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presentation = {
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status_class: {
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healthy: "bg-success",
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rate_limited: "bg-warning",
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unavailable: "bg-destructive",
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unknown: "bg-surface-inset"
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}.fetch(status),
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status_text: t("settings.hostings.yahoo_finance_settings.status_#{status}")
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}
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presentation[:alert] = case status
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when :rate_limited
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{
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title: t("settings.hostings.yahoo_finance_settings.rate_limited_title"),
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message: t("settings.hostings.yahoo_finance_settings.rate_limited_message"),
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variant: :warning
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}
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when :unavailable
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{
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title: t("settings.hostings.yahoo_finance_settings.unavailable_title"),
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message: t("settings.hostings.yahoo_finance_settings.unavailable_message"),
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variant: :warning
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}
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end
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presentation
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end
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# Below this many synced accounts, the per-row pills already give the user
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# enough at-a-glance signal and the strip is redundant chrome.
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HEALTH_STRIP_MIN_ACCOUNTS = 10
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# Slim health-strip data for the providers index. Pulls counts from the
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# already-resolved entry summaries plus the family's distinct synced-account
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# count for the trailing stat. Returns a hash consumed by the
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# `settings/providers/_health_strip` partial, or nil when the family has
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# fewer than HEALTH_STRIP_MIN_ACCOUNTS connected accounts.
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def provider_health_strip(connected:, needs_attention:)
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accounts_count = Current.family.accounts.joins(:account_providers).distinct.count
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return nil if accounts_count < HEALTH_STRIP_MIN_ACCOUNTS
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active_entries = connected + needs_attention
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last_synced_at = active_entries.map { |e| e[:summary][:last_synced_at] }.compact.max
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{
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connected: active_entries.size,
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needs_attention: needs_attention.size,
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accounts_syncing: accounts_count,
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last_synced_at: last_synced_at
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}
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end
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# Strips the leading "about " from `time_ago_in_words` so copy reads as
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# "Synced 6 hours ago" instead of "Synced about 6 hours ago".
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def concise_time_ago(time)
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time_ago_in_words(time).sub(/\Aabout /, "")
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end
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private
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def sync_based_summary(provider_key)
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health = @provider_sync_health&.dig(provider_key) || {}
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last_synced_at = health[:last_synced_at]
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base = if health[:error]
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{ status: :err, meta: t("settings.providers.meta.sync_error") }
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elsif health[:stale]
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{ status: :warn, meta: t("settings.providers.meta.no_recent_sync") }
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elsif last_synced_at.present?
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{ status: :ok, meta: t("settings.providers.meta.last_synced", time: concise_time_ago(last_synced_at)) }
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else
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{ status: :ok }
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end
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base.merge(last_synced_at: last_synced_at)
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end
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def enable_banking_summary
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health = @provider_sync_health&.dig("enable_banking") || {}
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last_synced_at = health[:last_synced_at]
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return { status: :err, meta: t("settings.providers.meta.sync_error"), last_synced_at: nil } if health[:error]
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valid_items = @enable_banking_items&.select(&:session_valid?) || []
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# All items have expired/missing sessions — need re-authorization
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if valid_items.empty?
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return { status: :warn, meta: t("settings.providers.meta.reconsent_required"), last_synced_at: last_synced_at }
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end
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expiring = valid_items.find do |item|
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item.session_expires_at.present? && item.session_expires_at < 7.days.from_now
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end
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if expiring
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days = [ ((expiring.session_expires_at - Time.current) / 1.day).ceil, 1 ].max
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return { status: :warn, meta: t("settings.providers.meta.reconsent_needed", count: days), last_synced_at: last_synced_at }
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end
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return { status: :warn, meta: t("settings.providers.meta.no_recent_sync"), last_synced_at: last_synced_at } if health[:stale]
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if last_synced_at.present?
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{ status: :ok, meta: t("settings.providers.meta.last_synced", time: concise_time_ago(last_synced_at)), last_synced_at: last_synced_at }
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else
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{ status: :ok, last_synced_at: nil }
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end
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end
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def not_self_hosted?
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!self_hosted?
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end
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def setting_name(setting)
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name = setting[:name]
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name.respond_to?(:call) ? instance_exec(&name) : name
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end
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# Helper used by SETTINGS_ORDER conditions
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def admin_user?
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Current.user&.admin?
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end
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def self_hosted_and_admin?
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self_hosted? && admin_user?
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end
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end
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