Files
sure/app/controllers/concerns/simplefin_items/maps_helper.rb
LPW 61eb611529 Simplefin enhancements v2 (#267)
* SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint

# Conflicts:
#	db/schema.rb

# Conflicts:
#	app/controllers/simplefin_items_controller.rb

* fix testing

* fix linting

* xfix linting x2

* Review PR #267 on we-promise/sure (SimpleFin enhancements v2). Address all 15 actionable CodeRabbit comments: Add UUID validations in rakes (e.g., simplefin_unlink), swap Ruby pattern matching/loops for efficient DB queries (e.g., where LOWER(name) LIKE ?), generate docstrings for low-coverage areas (31%), consolidate routes for simplefin_items, move view logic to helpers (e.g., format_transaction_extra), strengthen tests with exact assertions/fixtures for dedup/relink failures. Also, check for overlaps with merged #262 (merchants fix): Ensure merchant creation in simplefin_entry/processor.rb aligns with new payee-based flow and MD5 IDs; add tests for edge cases like empty payees or over-merging pendings. Prioritize security (PII redaction in logs, no hardcoded secrets).

* SimpleFin: address CodeRabbit comments (batch 1)

- Consolidate simplefin_items routes under a single resources block; keep URLs stable
- Replace inline JS with Stimulus auto-relink controller; auto-load relink modal via global modal frame
- Improve a11y in relink modal by wrapping rows in labels
- Harden unlink rake: default dry_run=true, UUID validation, redact PII in outputs, clearer errors
- Backfill rake: default dry_run=true, UUID validation; groundwork for per-SFA counters
- Fix-was-merged rake: default dry_run=true, UUID validation; clearer outputs
- Idempotent transfer auto-match (find_or_create_by! + RecordNotUnique rescue)
- Extract SimpleFin error tooltip assembly into helper and use it in view

RuboCop: maintain 2-space indentation, spaces inside array brackets, spaces after commas, and no redundant returns

* Linter noise

* removed filed commited by mistake.

* manual relink flow and tighten composite matching

* enforce manual relink UI; fix adapter keywords; guarantee extra.simplefin hash

* refactor(simplefin): extract relink service; enforce manual relink UI; tighten composite match; migration 7.2

* add provider date parser; refactor rake; move view queries; partial resilience

* run balances-only import in background job. make update flow enqueue balances-only job

* persists across all update redirects and initialize
used_manual_ids to prevent NameError in relink candidate computation.

* SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint

* Fixed failed test after rebase.

* scan_ruby fix

* Calming the rabbit:
Fix AccountProvider linking when accounts change
Drop the legacy unique index instead of duplicating it
Fix dynamic constant assignment
Use fixtures consistently; avoid rescue for control flow.
Replace bare rescue with explicit exception class.
Move business logic out of the view.
Critical: Transaction boundary excludes recompute phase, risking data loss.
Inconsistency between documentation and implementation for zero-error case.
Refactor to use the compute_unlinked_count helper for consistency.
Fix cleanup task default: it deletes by default.
Move sync stats computation to controller to avoid N+1 queries.
Consolidate duplicate sync query.
Clarify the intent of setting flash notice on the error path.
Fix Date/Time comparison in should_be_inactive?.
Move stats retrieval logic to controller.
Remove duplicate Sync summary section.
Remove the unnecessary sleep statement; use Capybara's built-in waiting.
Add label wrappers for accessibility and consistency.

* FIX SimpleFIN new account modal

Now new account properly loads as a Modal, instead of new page.
Fixes also form showing dashboard instead of settings page.

* Remove SimpleFin legacy UI components, migrate schema, and refine linking behavior.

# Conflicts:
#	app/helpers/settings_helper.rb

* Extract SimpleFin-related logic to `prepare_show_context` helper and refactor for consistency. Adjust conditional checks and ensure controller variables are properly initialized.

* Remove unused SimpleFin maps from prepare_show_context; select IDs to avoid N+1
Replace Tailwind bg-green-500 with semantic bg-success in _simplefin_panel/_provider_form
Add f.label :setup_token in simplefin_items/new for a11y
Remove duplicate require in AccountsControllerSimplefinCtaTest

* Remove unnecessary blank lines

* Reduce unnecessary changes

This reduces the diff against main

* Simplefin Account Setup: Display in modal

This fixes an issue with the `X` dismiss button in the top right corner

* Removed unnecessary comment.

* removed unnecessary function.

* fixed broken links

* Removed unnecessary file

* changed to database query

* set to use UTC and gaurd against null

* set dry_run=true

* Fixed comment

* Changed to use a database-level query

* matched test name to test behavior.

* Eliminate code duplication and Time.zone dependency

* make final summary surface failures

* lint fix

* Revised timezone comment. better handle missing selectors.

* sanitized LIKE wildcards

* Fixed SimpleFin import to avoid “Currency can’t be blank” validation failures when providers return an empty currency string.

* Added helper methods for admin and self-hosted checks

* Specify exception types in rescue clauses.

* Refined logic to determine transaction dates for credit accounts.

* Refined stats calculation for `total_accounts` to track the maximum unique accounts per run instead of accumulating totals.

* Moved `unlink_all!` logic to `SimplefinItem::Unlinking` concern and deprecated `SimplefinItem::Unlinker`. Updated related references.

* Refined legacy unlinking logic, improved `current_holdings` formatting, and added ENV-based overrides for self-hosted checks.

* Enhanced `unlink_all!` with explicit error handling, improved transaction safety, and refined ENV-based self-hosted checks. Adjusted exception types and cleaned up private method handling.

* Improved currency assignment logic by adding fallback to `current_account` and `family` currencies.

* Enhanced error tracking during SimpleFin account imports by adding categorized error buckets, limiting stored errors to the last 5, and improving `stats` calculations.

* typo fix

* Didn't realize rabbit was still mad...
Refactored SimpleFin error handling and CTA logic: centralized duplicate detection and relink visibility into controller, improved task counters, adjusted redirect notices, and fixed form indexing.

* Dang rabbit never stops... Centralized SimpleFin maps logic into `MapsHelper` concern and integrated it into relevant controllers and rake tasks. Optimized queries, reduced redundancy, and improved unlinked counts and manual account checks with batch processing. Adjusted task arguments for clarity.

* Persistent rabbit. Optimized SimpleFin maps logic by implementing batch queries for manual account and unlinked count checks, reducing N+1 issues. Improved clarity of rake task argument descriptions and error messages for better usability.

* Lost a commit somehow, resolved here. Refactored transaction extra details logic by introducing `build_transaction_extra_details` helper to improve clarity, reusability, and reduce view complexity. Enhanced rake tasks with strict dry-run validation and better error handling. Updated schema to allow nullable `merchant_id` and added conditional unique indexes for recurring transactions.

* Refactored sensitive data redaction in `simplefin_unlink` task for recursive handling, optimized SQL sanitization in `simplefin_holdings_backfill`, improved error handling in `transactions_helper`, and streamlined day change calculation logic in `Holding` model.

* Lint fix

* Removed per PR comments.

* Also removing per PR comment.

* git commit -m "SimpleFIN polish: preserve #manual-accounts wrapper, unify \"manual\" scope, and correct unlinked counts
- Preserve #manual-accounts wrapper: switch non-empty updates to turbo_stream.update and background broadcast_update_to; keep empty-path replace to render <div id=\"manual-accounts\"></div>
- Unify definition of manual accounts via Account.visible_manual (visible + legacy-nil + no AccountProvider); reuse in controllers, jobs, and helper
- Correct setup/unlinked counts: SimplefinItem::Syncer#finalize_setup_counts and maps now consider AccountProvider links (legacy account AND provider must be absent)
Deleted:
- app/models/simplefin_item/relink_service.rb
- app/controllers/concerns/simplefin_items/relink_helpers.rb
- app/javascript/controllers/auto_relink_controller.js
- app/views/simplefin_items/_relink_modal.html.erb
- app/views/simplefin_items/manual_relink.html.erb
- app/views/simplefin_items/relink.html.erb
- test/services/simplefin_item/relink_service_test.rb
Refs: PR #318 unified link/unlink; PR #267 SimpleFIN; follow-up to fix wrapper ID loss and counting drift."

* Extend unlinked account check to include "Investment" type

* set SimpleFIN item for `balances`, remove redundant unpacking, and improve holdings task error

* SimpleFIN: add `errors` action + modal; do not reintroduce legacy relink actions; removed dead helper

* FIX simpleFIN linking

* Add delay back, tests benefit from it

* Put cache back in

* Remove empty `rake` task

* Small spelling fixes.

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
Co-authored-by: Dylan Corrales <deathcamel58@gmail.com>
2025-11-17 21:51:37 +01:00

95 lines
3.4 KiB
Ruby

# frozen_string_literal: true
module SimplefinItems
module MapsHelper
extend ActiveSupport::Concern
# Build per-item maps consumed by the simplefin_item partial.
# Accepts a single SimplefinItem or a collection.
def build_simplefin_maps_for(items)
items = Array(items).compact
return if items.empty?
@simplefin_sync_stats_map ||= {}
@simplefin_has_unlinked_map ||= {}
@simplefin_unlinked_count_map ||= {}
@simplefin_duplicate_only_map ||= {}
@simplefin_show_relink_map ||= {}
# Batch-check if ANY family has manual accounts (same result for all items from same family)
family_ids = items.map { |i| i.family_id }.uniq
families_with_manuals = Account
.visible_manual
.where(family_id: family_ids)
.distinct
.pluck(:family_id)
.to_set
# Batch-fetch unlinked counts for all items in one query
unlinked_counts = SimplefinAccount
.where(simplefin_item_id: items.map(&:id))
.left_joins(:account, :account_provider)
.where(accounts: { id: nil }, account_providers: { id: nil })
.group(:simplefin_item_id)
.count
items.each do |item|
# Latest sync stats (avoid N+1; rely on includes(:syncs) where appropriate)
latest_sync = if item.syncs.loaded?
item.syncs.max_by(&:created_at)
else
item.syncs.ordered.first
end
stats = (latest_sync&.sync_stats || {})
@simplefin_sync_stats_map[item.id] = stats
# Whether the family has any manual accounts available to link (from batch query)
@simplefin_has_unlinked_map[item.id] = families_with_manuals.include?(item.family_id)
# Count from batch query (defaults to 0 if not found)
@simplefin_unlinked_count_map[item.id] = unlinked_counts[item.id] || 0
# Whether all reported errors for this item are duplicate-account warnings
@simplefin_duplicate_only_map[item.id] = compute_duplicate_only_flag(stats)
# Compute CTA visibility: show relink only when there are zero unlinked SFAs,
# there exist manual accounts to link, and the item has at least one SFA
begin
unlinked_count = @simplefin_unlinked_count_map[item.id] || 0
manuals_exist = @simplefin_has_unlinked_map[item.id]
sfa_any = if item.simplefin_accounts.loaded?
item.simplefin_accounts.any?
else
item.simplefin_accounts.exists?
end
@simplefin_show_relink_map[item.id] = (unlinked_count.to_i == 0 && manuals_exist && sfa_any)
rescue StandardError => e
Rails.logger.warn("SimpleFin card: CTA computation failed for item #{item.id}: #{e.class} - #{e.message}")
@simplefin_show_relink_map[item.id] = false
end
end
# Ensure maps are hashes even when items empty
@simplefin_sync_stats_map ||= {}
@simplefin_has_unlinked_map ||= {}
@simplefin_unlinked_count_map ||= {}
@simplefin_duplicate_only_map ||= {}
@simplefin_show_relink_map ||= {}
end
private
def compute_duplicate_only_flag(stats)
errs = Array(stats && stats["errors"]).map do |e|
if e.is_a?(Hash)
e["message"] || e[:message]
else
e.to_s
end
end
errs.present? && errs.all? { |m| m.to_s.downcase.include?("duplicate upstream account detected") }
rescue
false
end
end
end