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* Fix syncing issues with new connections and accounts.. - Keep SimpleFin institution metadata strictly per account (`simplefin_accounts.org_data`). - Relax `simplefin_items` institution constraints to allow creating items before org data exists. - Remove code that copied the first account’s `org` onto `simplefin_items`. * Improve Simplefin Sync • SimpleFin: family “Sync” includes SimpleFin items; importer does unbounded discovery (with pending=1 fallback) before windowed fetch, for both regular and first syncs. • Stop populating item‑level institution fields; keep institution metadata per account. • Relax NOT NULL on item institution fields. • Post‑sync dashboard broadcasts are now guarded (UI cannot fail the job). • Show a friendly “daily refresh limit” banner on the SimpleFin card when the latest sync is rate‑limited. • Add bin/rails sure:simplefin:debug[ITEM_ID] to print latest sync, snapshot account count, simplefin_accounts count, and unlinked list. * Fixed double‑quoted strings, spacing around array brackets and commas * chore: ignore local .junie files * - Broadcast error logs now include full backtraces - SimpleFin discovery logic deduplicated fixed - app/models/simplefin_item/importer.rb --Added a concise docstring for perform_account_discovery describing purpose, steps, and side‑effects. --Added a docstring for fetch_accounts_data describing params and return value.
21 lines
909 B
Ruby
21 lines
909 B
Ruby
class RelaxSimplefinItemInstitutionConstraints < ActiveRecord::Migration[7.2]
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def up
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# SimpleFin doesn't guarantee institution metadata on first fetch,
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# so these fields must be optional.
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change_column_null :simplefin_items, :institution_id, true
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change_column_null :simplefin_items, :institution_name, true
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end
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def down
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# Restoring NOT NULL could break existing rows that legitimately have no institution metadata.
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# We keep this reversible but conservative: only set NOT NULL if no NULLs exist.
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if execute("SELECT COUNT(*) FROM simplefin_items WHERE institution_id IS NULL").first["count"].to_i == 0
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change_column_null :simplefin_items, :institution_id, false
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end
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if execute("SELECT COUNT(*) FROM simplefin_items WHERE institution_name IS NULL").first["count"].to_i == 0
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change_column_null :simplefin_items, :institution_name, false
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end
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end
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end
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