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* Fix syncing issues with new connections and accounts.. - Keep SimpleFin institution metadata strictly per account (`simplefin_accounts.org_data`). - Relax `simplefin_items` institution constraints to allow creating items before org data exists. - Remove code that copied the first account’s `org` onto `simplefin_items`. * Improve Simplefin Sync • SimpleFin: family “Sync” includes SimpleFin items; importer does unbounded discovery (with pending=1 fallback) before windowed fetch, for both regular and first syncs. • Stop populating item‑level institution fields; keep institution metadata per account. • Relax NOT NULL on item institution fields. • Post‑sync dashboard broadcasts are now guarded (UI cannot fail the job). • Show a friendly “daily refresh limit” banner on the SimpleFin card when the latest sync is rate‑limited. • Add bin/rails sure:simplefin:debug[ITEM_ID] to print latest sync, snapshot account count, simplefin_accounts count, and unlinked list. * Fixed double‑quoted strings, spacing around array brackets and commas * chore: ignore local .junie files * - Broadcast error logs now include full backtraces - SimpleFin discovery logic deduplicated fixed - app/models/simplefin_item/importer.rb --Added a concise docstring for perform_account_discovery describing purpose, steps, and side‑effects. --Added a docstring for fetch_accounts_data describing params and return value.
124 lines
5.2 KiB
Plaintext
124 lines
5.2 KiB
Plaintext
<%# locals: (simplefin_item:) %>
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<%= tag.div id: dom_id(simplefin_item) do %>
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<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
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<summary class="flex items-center justify-between gap-2 focus-visible:outline-hidden">
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<div class="flex items-center gap-2">
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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<div class="flex items-center justify-center h-8 w-8 bg-success/10 rounded-full">
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<% if simplefin_item.logo.attached? %>
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<%= image_tag simplefin_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %>
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<% else %>
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<div class="flex items-center justify-center">
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<%= tag.p simplefin_item.name.first.upcase, class: "text-success text-xs font-medium" %>
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</div>
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<% end %>
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</div>
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<div class="pl-1 text-sm">
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<div class="flex items-center gap-2">
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<%= tag.p simplefin_item.name, class: "font-medium text-primary" %>
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<% if simplefin_item.scheduled_for_deletion? %>
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<p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
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<% end %>
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</div>
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<% if simplefin_item.accounts.any? %>
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<p class="text-xs text-secondary">
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<%= simplefin_item.institution_summary %>
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</p>
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<% end %>
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<% if simplefin_item.syncing? %>
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<div class="text-secondary flex items-center gap-1">
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<%= icon "loader", size: "sm", class: "animate-spin" %>
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<%= tag.span t(".syncing") %>
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</div>
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<% elsif simplefin_item.requires_update? %>
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<div class="text-warning flex items-center gap-1">
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<%= icon "alert-triangle", size: "sm", color: "warning" %>
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<%= tag.span t(".requires_update") %>
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</div>
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<% elsif simplefin_item.rate_limited_message.present? %>
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<div class="text-warning flex items-center gap-1">
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<%= icon "clock", size: "sm", color: "warning" %>
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<%= tag.span simplefin_item.rate_limited_message %>
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</div>
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<% elsif simplefin_item.sync_error.present? %>
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<div class="text-secondary flex items-center gap-1">
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<%= render DS::Tooltip.new(text: simplefin_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive") %>
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<%= tag.span t(".error"), class: "text-destructive" %>
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</div>
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<% else %>
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<p class="text-secondary">
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<% if simplefin_item.last_synced_at %>
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<% if simplefin_item.sync_status_summary %>
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<%= t(".status_with_summary", timestamp: time_ago_in_words(simplefin_item.last_synced_at), summary: simplefin_item.sync_status_summary) %>
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<% else %>
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<%= t(".status", timestamp: time_ago_in_words(simplefin_item.last_synced_at)) %>
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<% end %>
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<% else %>
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<%= t(".status_never") %>
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<% end %>
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</p>
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<% end %>
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</div>
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</div>
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<div class="flex items-center gap-2">
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<% if simplefin_item.requires_update? %>
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<%= render DS::Link.new(
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text: t(".update"),
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icon: "refresh-cw",
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variant: "secondary",
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href: edit_simplefin_item_path(simplefin_item),
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frame: "modal"
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) %>
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<% elsif Rails.env.development? %>
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<%= icon(
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"refresh-cw",
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as_button: true,
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href: sync_simplefin_item_path(simplefin_item)
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) %>
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<% end %>
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<%= render DS::Menu.new do |menu| %>
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<% menu.with_item(
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variant: "button",
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text: t(".delete"),
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icon: "trash-2",
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href: simplefin_item_path(simplefin_item),
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method: :delete,
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confirm: CustomConfirm.for_resource_deletion(simplefin_item.name, high_severity: true)
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) %>
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<% end %>
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</div>
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</summary>
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<% unless simplefin_item.scheduled_for_deletion? %>
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<div class="space-y-4 mt-4">
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<% if simplefin_item.accounts.any? %>
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<%= render "accounts/index/account_groups", accounts: simplefin_item.accounts %>
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<% end %>
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<% if simplefin_item.pending_account_setup? %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
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<p class="text-secondary text-sm"><%= t(".setup_description") %></p>
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<%= render DS::Link.new(
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text: t(".setup_action"),
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icon: "settings",
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variant: "primary",
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href: setup_accounts_simplefin_item_path(simplefin_item)
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) %>
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</div>
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<% elsif simplefin_item.accounts.empty? %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".no_accounts_title") %></p>
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<p class="text-secondary text-sm"><%= t(".no_accounts_description") %></p>
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</div>
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<% end %>
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</div>
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<% end %>
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</details>
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<% end %>
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