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sure/app/views/redbark_items/select_existing_account.html.erb
Oscar c6a240a183 feat(redbark): add australian bank sync (redbark) (#2794)
* 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
2026-07-26 07:40:25 +02:00

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<% content_for :title, t("redbark_items.select_existing_account.title") %>
<%= render DS::Dialog.new do |dialog| %>
<% dialog.with_header(title: t("redbark_items.select_existing_account.header")) do %>
<div class="flex items-center gap-2">
<%= icon "link", class: "text-primary" %>
<span class="text-primary"><%= t("redbark_items.select_existing_account.subtitle", account_name: @account.name) %></span>
</div>
<% end %>
<% dialog.with_body do %>
<% if @redbark_accounts.blank? %>
<div class="text-center py-8">
<%= icon "alert-circle", class: "text-warning mx-auto mb-4", size: "lg" %>
<p class="text-secondary"><%= t("redbark_items.select_existing_account.no_accounts") %></p>
<p class="text-sm text-secondary mt-2"><%= t("redbark_items.select_existing_account.connect_hint") %></p>
<%= link_to t("redbark_items.select_existing_account.settings_link"), settings_providers_path, class: "btn btn--primary btn--sm mt-4" %>
</div>
<% else %>
<div class="space-y-4">
<div class="bg-surface border border-primary p-4 rounded-lg mb-4">
<p class="text-sm text-primary">
<strong><%= t("redbark_items.select_existing_account.linking_to") %></strong>
<%= @account.name %>
</p>
</div>
<% @redbark_accounts.each do |redbark_account| %>
<%= form_with url: link_existing_account_redbark_items_path,
method: :post,
local: true,
class: "border border-primary rounded-lg p-4 hover:bg-surface transition-colors" do |form| %>
<%= hidden_field_tag :account_id, @account.id %>
<%= hidden_field_tag :redbark_account_id, redbark_account.id %>
<div class="flex items-center justify-between">
<div>
<h4 class="font-medium text-primary"><%= redbark_account.name %></h4>
<p class="text-sm text-secondary">
<%= t("redbark_items.select_existing_account.balance_label") %>
<%= number_to_currency(redbark_account.current_balance || 0, unit: Money::Currency.new(redbark_account.currency || "USD").symbol) %>
</p>
</div>
<%= render DS::Button.new(
text: t("redbark_items.select_existing_account.link_button"),
variant: "primary",
size: "sm",
type: "submit"
) %>
</div>
<% end %>
<% end %>
</div>
<div class="mt-6">
<%= render DS::Link.new(
text: t("redbark_items.select_existing_account.cancel_button"),
variant: "secondary",
href: account_path(@account)
) %>
</div>
<% end %>
<% end %>
<% end %>