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826c4a356e
* feat(wise): add Wise integration with JAR savings account and activity support
- Add WiseItem/WiseAccount models with full sync pipeline (importer, syncer, processor)
- Detect income vs expense using targetAccount == recipientId from borderless accounts API
- Support JAR (SAVINGS) accounts with totalWorth balance and savings subtype
- Fetch JAR activity via profile activities API (INTERBALANCE, BALANCE_CASHBACK, BALANCE_ASSET_FEE)
- Route INTERBALANCE activities to both JAR and STANDARD accounts and link as Transfer records
- Add provider connection status registration, routes, views, and i18n
- Add migration for wise_items and wise_accounts tables
- Add tests for WiseAccount, WiseEntry::Processor, WiseActivity::Processor, WiseItem::Importer, and WiseItem#link_jar_transfers!
* chore(lint): add ignore to security scan (false positive)
* fix(wise): address PR review feedback on activity routing, HTML stripping, rate limiting, and scope extraction
- Replace title string matching in activity_for_account? with resource.id vs balance_id comparison to avoid breakage when users rename JAR accounts on Wise
- Replace gsub(/<[^>]+>/, "") with ActionController::Base.helpers.strip_tags to safely handle user-controlled HTML-like content
- Wrap paginated API calls in with_rate_limit_retry (up to 3 attempts, exponential backoff) to handle 429 responses during fetch_jar_activities and fetch_transfers
- Extract WiseAccount.unlinked scope and remove duplicated left_joins query from controller
* fix(wise): address PR #2433 review feedback
- Wire @wise_items into AccountsController#index so linked accounts appear on /accounts
- Fix find_wise_account_for_linking to preserve .active scope via .merge instead of .then
- Fix cross-currency incoming transfer amount to use targetValue instead of sourceValue
- Add missing select_profiles.session_expired locale key
- Add missing account_name interpolation to link_existing_account success notice
- Use i18n for profile type labels in profile_display_name
- Trigger wise_item.sync_later after account linking in all three linking actions
- Isolate fee transaction failure so it no longer aborts the main transfer import
- Use bare raise in WiseActivity/WiseEntry processors to preserve original backtrace
- Re-raise in WiseItem::Unlinking to prevent silently orphaned Holdings
- Fix avatar badge to use design system tokens (bg-container-inset, text-primary)
* fix(wise): fix INTERBALANCE routing and encrypt pending token in session
* fix(wise): replace hand-rolled buttons/links with DS::Button and DS::Link
Address repeated sure-design DS drift findings: migrate all manual
Tailwind button_to and link_to calls in Wise views to DS::Button
(outline/outline_destructive variants) and DS::Link (secondary variant).
Add missing provider_panel.disconnect locale key for the disconnect button text.
* fix(wise): use render_provider_panel_error in create instead of missing new template
* fix(wise): add missing comma in PROVIDERS array
CI failed with a SyntaxError because the questrade entry wasn't
comma-terminated before the wise entry.
* chore(wise): re-add pipelock:ignore for pending token param
Lost when the token source moved from session to an encrypted params
field in 0b5dc886, causing the CI secret scanner to flag a false positive.
* fix(test): widen random ticker suffix to avoid rare collision flake
hex(2) only yields 65536 possible tickers, so create_trade's 4 calls per
test run had a small but nonzero chance of colliding on the unique
ticker+exchange index. hex(8) makes collisions practically impossible.
30 lines
2.8 KiB
Ruby
30 lines
2.8 KiB
Ruby
class Provider
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module Metadata
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REGISTRY = {
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akahu: { region: "NZ", kinds: %w[Bank Investment], maturity: :beta, logo_text: "AK", logo_bg: "bg-emerald-600" },
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simplefin: { region: "US", kinds: %w[Bank Investment], maturity: :stable, logo_text: "SF", logo_bg: "bg-blue-600" },
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lunchflow: { region: "Global", kinds: %w[Bank], maturity: :stable, logo_text: "LF", logo_bg: "bg-orange-500" },
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up: { region: "AU", kinds: %w[Bank], maturity: :beta, logo_text: "UP", logo_bg: "bg-orange-600" },
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enable_banking: { region: "EU", kinds: %w[Bank], maturity: :beta, logo_text: "EB", logo_bg: "bg-purple-600" },
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coinstats: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "CS", logo_bg: "bg-pink-600" },
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wise: { region: "Global", kinds: %w[Bank], maturity: :beta, logo_text: "WI", logo_bg: "bg-green-500" },
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mercury: { region: "US", kinds: %w[Bank], maturity: :beta, logo_text: "ME", logo_bg: "bg-cyan-600" },
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brex: { region: "US", kinds: %w[Bank], maturity: :beta, logo_text: "BX", logo_bg: "bg-emerald-600" },
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coinbase: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "CB", logo_bg: "bg-blue-500" },
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binance: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "BI", logo_bg: "bg-yellow-600" },
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kraken: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "KR", logo_bg: "bg-violet-600" },
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snaptrade: { region: "US / CA", kinds: %w[Investment], maturity: :beta, logo_text: "ST", logo_bg: "bg-green-600" },
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ibkr: { region: "Global", kinds: %w[Investment], maturity: :beta, logo_text: "IB", logo_bg: "bg-red-600" },
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indexa_capital: { region: "ES", kinds: %w[Investment], maturity: :alpha, logo_text: "IC", logo_bg: "bg-red-600" },
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sophtron: { region: "US", kinds: %w[Bank Investment], maturity: :alpha, logo_text: "SO", logo_bg: "bg-teal-600" },
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plaid: { region: "US", kinds: %w[Bank], maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600", tier: "Paid" },
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plaid_eu: { region: "EU", kinds: %w[Bank], maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600", tier: "Paid", name: "Plaid EU" },
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questrade: { region: "CA", kinds: %w[Investment], maturity: :beta, logo_text: "QT", logo_bg: "bg-teal-600" }
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}.freeze
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def self.for(provider_key)
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REGISTRY[provider_key.to_sym] || { logo_text: provider_key.to_s.first(2).upcase, logo_bg: "bg-gray-500" }
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end
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end
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end
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