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c6a240a183
* 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
76 lines
3.3 KiB
Plaintext
76 lines
3.3 KiB
Plaintext
<% content_for :title, t(".title") %>
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<%= render DS::Dialog.new(disable_click_outside: true) do |dialog| %>
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<% dialog.with_header(title: t(".title")) do %>
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<div class="flex items-center gap-2">
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<%= icon "landmark", class: "text-primary" %>
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<span class="text-primary"><%= t(".subtitle") %></span>
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</div>
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<% end %>
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<% dialog.with_body do %>
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<div class="space-y-6">
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<% if @api_error.present? %>
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<%= render DS::Alert.new(
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title: t(".fetch_failed"),
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message: @api_error,
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variant: :error
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) %>
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<% end %>
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<% if @unlinked_accounts.blank? %>
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<div class="flex flex-col items-center justify-center py-6 space-y-3">
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<% if @api_error.blank? %>
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<%= icon "check-circle", size: "lg", class: "text-success" %>
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<p class="text-primary text-center font-medium"><%= t(".all_accounts_linked") %></p>
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<% end %>
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<%= render DS::Link.new(text: t(".done"), variant: "primary", href: accounts_path, frame: "_top") %>
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</div>
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<% else %>
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<%= form_with url: complete_account_setup_redbark_item_path(@redbark_item), method: :post, data: { turbo_frame: "_top" }, class: "space-y-6" do %>
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<div class="bg-surface border border-primary p-4 rounded-lg">
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<div class="flex items-start gap-3">
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<%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
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<p class="text-sm text-primary"><%= t(".choose_account_type") %></p>
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</div>
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</div>
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<div class="space-y-4 max-h-96 overflow-y-auto">
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<% @unlinked_accounts.each do |redbark_account| %>
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<div class="border border-primary rounded-lg p-4">
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<h4 class="font-medium text-primary"><%= redbark_account.name %></h4>
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<p class="text-xs text-secondary mb-3">
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<%= [ redbark_account.account_type&.titleize, redbark_account.currency ].compact.join(" · ") %>
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</p>
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<label class="block text-sm text-secondary mb-1" for="account_type_<%= redbark_account.id %>">
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<%= t(".account_type_label") %>
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</label>
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<select id="account_type_<%= redbark_account.id %>"
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name="accounts[<%= redbark_account.id %>][account_type]"
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class="bg-container border border-primary rounded px-2 py-1 text-sm text-primary w-full">
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<option value="depository" selected><%= t(".account_types.depository") %></option>
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<option value="credit_card"><%= t(".account_types.credit_card") %></option>
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<option value="loan"><%= t(".account_types.loan") %></option>
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<option value="skip"><%= t(".account_types.skip") %></option>
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</select>
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</div>
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<% end %>
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</div>
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<div class="flex gap-3">
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<%= render DS::Button.new(
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text: t(".create_accounts"),
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variant: "primary",
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icon: "plus",
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type: "submit",
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class: "flex-1"
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) %>
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<%= render DS::Link.new(text: t(".cancel"), variant: "secondary", href: accounts_path, frame: "_top") %>
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</div>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% end %>
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