mirror of
https://github.com/we-promise/sure.git
synced 2026-08-05 16:42:18 +00:00
* 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
74 lines
2.6 KiB
Ruby
74 lines
2.6 KiB
Ruby
# frozen_string_literal: true
|
|
|
|
class RedbarkAccount::Processor
|
|
include RedbarkAccount::DataHelpers
|
|
|
|
attr_reader :redbark_account
|
|
|
|
def initialize(redbark_account)
|
|
@redbark_account = redbark_account
|
|
end
|
|
|
|
def process
|
|
account = redbark_account.current_account
|
|
return unless account
|
|
|
|
Rails.logger.info "RedbarkAccount::Processor - Processing account #{redbark_account.id} -> Sure account #{account.id}"
|
|
|
|
# Update account balance FIRST (before processing transactions/holdings/activities)
|
|
update_account_balance(account)
|
|
|
|
# Process transactions
|
|
transactions_count = redbark_account.raw_transactions_payload&.size || 0
|
|
Rails.logger.info "RedbarkAccount::Processor - Transactions payload has #{transactions_count} items"
|
|
|
|
if redbark_account.raw_transactions_payload.present?
|
|
Rails.logger.info "RedbarkAccount::Processor - Processing transactions..."
|
|
RedbarkAccount::Transactions::Processor.new(redbark_account).process
|
|
else
|
|
Rails.logger.warn "RedbarkAccount::Processor - No transactions payload to process"
|
|
end
|
|
|
|
# Trigger immediate UI refresh so entries appear in the activity feed
|
|
account.broadcast_sync_complete
|
|
Rails.logger.info "RedbarkAccount::Processor - Broadcast sync complete for account #{account.id}"
|
|
|
|
{ transactions_processed: transactions_count > 0 }
|
|
end
|
|
|
|
private
|
|
|
|
def update_account_balance(account)
|
|
balance = redbark_account.current_balance
|
|
|
|
# A nil current_balance means no balances fetch has succeeded for this
|
|
# account yet. Writing 0 here would clobber a healthy balance (or the
|
|
# opening balance the user typed during setup) and anchor a $0
|
|
# valuation, so leave the account untouched instead.
|
|
if balance.nil?
|
|
Rails.logger.warn "RedbarkAccount::Processor - No balance available for redbark_account #{redbark_account.id}, skipping balance update"
|
|
return
|
|
end
|
|
|
|
# Banking sign convention:
|
|
# - CreditCard and Loan accounts may need sign inversion
|
|
# Provider returns negative for positive balance, so we negate it
|
|
if account.accountable_type == "CreditCard" || account.accountable_type == "Loan"
|
|
balance = -balance
|
|
end
|
|
|
|
Rails.logger.info "RedbarkAccount::Processor - Balance update: #{balance}"
|
|
|
|
account.assign_attributes(
|
|
balance: balance,
|
|
cash_balance: balance,
|
|
currency: redbark_account.currency || account.currency
|
|
)
|
|
account.save!
|
|
|
|
# Create or update the current balance anchor valuation for linked accounts
|
|
# This is critical for reverse sync to work correctly
|
|
account.set_current_balance(balance)
|
|
end
|
|
end
|