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4a29d030af
* Initial enable banking implementation * Handle multiple connections * Amount fixes * Account type mapping * Add option to skip accounts * Update schema.rb * Transaction fixes * Provider fixes * FIX account identifier * FIX support unlinking * UI style fixes * FIX safe redirect and brakeman issue * FIX - pagination max fix - wrap crud in transaction logic * FIX api uid access - The Enable Banking API expects the UUID (uid from the API response) to fetch balances/transactions, not the identification_hash * FIX add new connection * FIX erb code * Alert/notice box overflow protection * Give alert/notification boxes room to grow (3 lines max) * Add "Enable Banking (beta)" to `/settings/bank_sync` * Make Enable Banking section collapsible like all others * Add callback hint to error message --------- Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
63 lines
2.4 KiB
Ruby
63 lines
2.4 KiB
Ruby
class EnableBankingItem::Syncer
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attr_reader :enable_banking_item
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def initialize(enable_banking_item)
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@enable_banking_item = enable_banking_item
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end
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def perform_sync(sync)
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# Check if session is valid before syncing
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unless enable_banking_item.session_valid?
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sync.update!(status_text: "Session expired - re-authorization required") if sync.respond_to?(:status_text)
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enable_banking_item.update!(status: :requires_update)
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raise StandardError.new("Enable Banking session has expired. Please re-authorize.")
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end
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# Phase 1: Import data from Enable Banking API
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sync.update!(status_text: "Importing accounts from Enable Banking...") if sync.respond_to?(:status_text)
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import_result = enable_banking_item.import_latest_enable_banking_data
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# Phase 2: Check account setup status and collect sync statistics
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sync.update!(status_text: "Checking account configuration...") if sync.respond_to?(:status_text)
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total_accounts = enable_banking_item.enable_banking_accounts.count
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linked_accounts = enable_banking_item.enable_banking_accounts.joins(:account_provider).joins(:account).merge(Account.visible)
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unlinked_accounts = enable_banking_item.enable_banking_accounts.left_joins(:account_provider).where(account_providers: { id: nil })
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sync_stats = {
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total_accounts: total_accounts,
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linked_accounts: linked_accounts.count,
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unlinked_accounts: unlinked_accounts.count
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}
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if unlinked_accounts.any?
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enable_banking_item.update!(pending_account_setup: true)
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sync.update!(status_text: "#{unlinked_accounts.count} accounts need setup...") if sync.respond_to?(:status_text)
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else
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enable_banking_item.update!(pending_account_setup: false)
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end
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# Phase 3: Process transactions for linked accounts only
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if linked_accounts.any?
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sync.update!(status_text: "Processing transactions...") if sync.respond_to?(:status_text)
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enable_banking_item.process_accounts
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# Phase 4: Schedule balance calculations for linked accounts
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sync.update!(status_text: "Calculating balances...") if sync.respond_to?(:status_text)
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enable_banking_item.schedule_account_syncs(
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parent_sync: sync,
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window_start_date: sync.window_start_date,
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window_end_date: sync.window_end_date
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)
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end
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if sync.respond_to?(:sync_stats)
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sync.update!(sync_stats: sync_stats)
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end
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end
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def perform_post_sync
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# no-op
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end
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end
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