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a83f70425f
* Introduce SnapTrade integration with models, migrations, views, and activity processing logic. * Refactor SnapTrade activities processing: improve activity fetching flow, handle pending states, and update UI elements for enhanced user feedback. * Update Brakeman ignore file to include intentional redirect for SnapTrade OAuth portal. * Refactor SnapTrade models, views, and processing logic: add currency extraction helper, improve pending state handling, optimize migration checks, and enhance user feedback in UI. * Remove encryption for SnapTrade `snaptrade_user_id`, as it is an identifier, not a secret. * Introduce `SnaptradeConnectionCleanupJob` to asynchronously handle SnapTrade connection cleanup and improve i18n for SnapTrade item status messages. * Update SnapTrade encryption: make `snaptrade_user_secret` non-deterministic to enhance security. --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: luckyPipewrench <luckypipewrench@proton.me> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
272 lines
13 KiB
Plaintext
272 lines
13 KiB
Plaintext
<details class="group bg-surface rounded-lg border border-surface-inset/50">
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<summary class="flex items-center justify-between gap-2 p-3 cursor-pointer">
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<div class="flex items-center gap-2">
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<%= helpers.icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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<span class="text-sm text-primary font-medium"><%= t("provider_sync_summary.title") %></span>
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</div>
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<div class="flex items-center gap-2 text-xs text-secondary">
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<% if last_synced_at %>
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<span><%= t("provider_sync_summary.last_sync", time_ago: last_synced_ago) %></span>
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<% end %>
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</div>
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</summary>
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<div class="p-3 text-sm text-secondary grid grid-cols-1 md:grid-cols-2 gap-3">
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<%# Accounts section - always shown if we have account stats %>
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<% if total_accounts > 0 || stats.key?("total_accounts") %>
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<div>
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<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.accounts.title") %></h4>
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<div class="flex items-center gap-3 flex-wrap">
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<span><%= t("provider_sync_summary.accounts.total", count: total_accounts) %></span>
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<span><%= t("provider_sync_summary.accounts.linked", count: linked_accounts) %></span>
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<span><%= t("provider_sync_summary.accounts.unlinked", count: unlinked_accounts) %></span>
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<% if institutions_count.present? %>
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<span><%= t("provider_sync_summary.accounts.institutions", count: institutions_count) %></span>
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<% end %>
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</div>
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</div>
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<% end %>
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<%# Transactions section - shown if provider collects transaction stats %>
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<% if has_transaction_stats? || activities_pending? %>
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<div>
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<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.transactions.title") %></h4>
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<% if activities_pending? && !has_transaction_stats? %>
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<div class="flex items-center gap-2">
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<%= helpers.icon "loader-circle", size: "sm", class: "animate-spin text-secondary" %>
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<span class="text-secondary"><%= t("provider_sync_summary.transactions.fetching") %></span>
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</div>
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<% else %>
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<div class="flex items-center gap-3 flex-wrap">
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<span><%= t("provider_sync_summary.transactions.seen", count: tx_seen) %></span>
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<span><%= t("provider_sync_summary.transactions.imported", count: tx_imported) %></span>
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<span><%= t("provider_sync_summary.transactions.updated", count: tx_updated) %></span>
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<span><%= t("provider_sync_summary.transactions.skipped", count: tx_skipped) %></span>
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</div>
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<% end %>
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<%# Protected entries detail - shown when entries were skipped due to protection %>
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<% if has_skipped_entries? %>
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<div class="mt-2">
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<div class="flex items-center gap-1">
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<%= helpers.icon "shield-check", size: "sm" %>
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<span class="text-secondary"><%= t("provider_sync_summary.transactions.protected", count: tx_skipped) %></span>
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</div>
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<% if skip_summary.any? %>
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<div class="text-xs text-secondary mt-1">
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<% skip_summary.each do |reason, count| %>
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<span class="mr-2"><%= t("provider_sync_summary.skip_reasons.#{reason}", default: reason.humanize) %>: <%= count %></span>
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<% end %>
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</div>
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<% end %>
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<% if skip_details.any? %>
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<details class="mt-1">
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<summary class="text-xs cursor-pointer text-secondary hover:text-primary">
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<%= t("provider_sync_summary.transactions.view_protected") %>
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</summary>
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<div class="mt-1 pl-2 border-l-2 border-surface-inset space-y-1">
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<% skip_details.each do |detail| %>
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<p class="text-xs text-secondary">
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<%= detail["name"] %> (<%= t("provider_sync_summary.skip_reasons.#{detail["reason"]}", default: detail["reason"].humanize) %>)
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</p>
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<% end %>
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</div>
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</details>
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<% end %>
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</div>
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<% end %>
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</div>
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<% end %>
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<%# Holdings section - shown if provider collects holdings stats %>
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<% if has_holdings_stats? %>
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<div>
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<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.holdings.title") %></h4>
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<div class="flex items-center gap-3">
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<span><%= t("provider_sync_summary.holdings.#{holdings_label_key}", count: holdings_count) %></span>
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</div>
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</div>
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<% end %>
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<%# Trades section - shown if provider collects trades stats (investment activities) %>
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<% if has_trades_stats? || activities_pending? %>
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<div>
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<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.trades.title") %></h4>
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<% if activities_pending? && !has_trades_stats? %>
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<div class="flex items-center gap-2">
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<%= helpers.icon "loader-circle", size: "sm", class: "animate-spin text-secondary" %>
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<span class="text-secondary"><%= t("provider_sync_summary.trades.fetching") %></span>
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</div>
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<% else %>
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<div class="flex items-center gap-3 flex-wrap">
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<span><%= t("provider_sync_summary.trades.imported", count: trades_imported) %></span>
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<% if trades_skipped > 0 %>
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<span><%= t("provider_sync_summary.trades.skipped", count: trades_skipped) %></span>
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<% end %>
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</div>
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<% end %>
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</div>
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<% end %>
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<%# Health section - always shown %>
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<div>
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<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.health.title") %></h4>
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<div class="flex flex-col gap-1">
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<div class="flex items-center gap-3 flex-wrap">
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<% if rate_limited? %>
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<span class="text-warning">
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<%= t("provider_sync_summary.health.rate_limited", time_ago: rate_limited_ago || t("provider_sync_summary.health.recently")) %>
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</span>
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<% end %>
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<% if has_errors? %>
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<span class="text-destructive"><%= t("provider_sync_summary.health.errors", count: total_errors) %></span>
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<% if error_details.any? %>
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<details class="mt-1">
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<summary class="text-xs cursor-pointer text-secondary hover:text-primary"><%= t("provider_sync_summary.health.view_error_details") %></summary>
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<div class="mt-1 pl-2 border-l-2 border-destructive/30 space-y-1">
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<% error_details.each do |detail| %>
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<p class="text-xs text-destructive">
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<% if detail["name"].present? %><strong><%= detail["name"] %>:</strong> <% end %><%= detail["message"] %>
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</p>
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<% end %>
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</div>
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</details>
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<% end %>
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<% elsif import_started? %>
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<span class="text-success"><%= t("provider_sync_summary.health.errors", count: 0) %></span>
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<% else %>
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<span><%= t("provider_sync_summary.health.errors", count: 0) %></span>
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<% end %>
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</div>
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<%# Pending→posted reconciliation %>
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<% if has_pending_reconciled? %>
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<div class="mt-1">
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<div class="flex items-center gap-1">
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<%= helpers.icon "check-circle", size: "sm", color: "success" %>
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<span class="text-success"><%= t("provider_sync_summary.health.pending_reconciled", count: pending_reconciled) %></span>
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</div>
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<% if pending_reconciled_details.any? %>
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<details class="mt-1">
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<summary class="text-xs cursor-pointer text-secondary hover:text-primary">
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<%= t("provider_sync_summary.health.view_reconciled") %>
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</summary>
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<div class="mt-1 pl-2 border-l-2 border-surface-inset space-y-1">
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<% pending_reconciled_details.each do |detail| %>
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<p class="text-xs text-success">
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<%= detail["account_name"] %>: <%= detail["pending_name"] %>
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</p>
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<% end %>
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</div>
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</details>
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<% end %>
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</div>
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<% end %>
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<%# Duplicate suggestions needing review %>
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<% if has_duplicate_suggestions_created? %>
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<div class="mt-1">
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<div class="flex items-center gap-1">
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<%= helpers.icon "alert-triangle", size: "sm", color: "warning" %>
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<span class="text-warning"><%= t("provider_sync_summary.health.duplicate_suggestions", count: duplicate_suggestions_created) %></span>
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</div>
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<% if duplicate_suggestions_details.any? %>
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<details class="mt-1">
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<summary class="text-xs cursor-pointer text-secondary hover:text-primary">
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<%= t("provider_sync_summary.health.view_duplicate_suggestions") %>
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</summary>
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<div class="mt-1 pl-2 border-l-2 border-surface-inset space-y-1">
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<% duplicate_suggestions_details.each do |detail| %>
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<p class="text-xs text-warning">
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<%= detail["account_name"] %>: <%= detail["pending_name"] %> → <%= detail["posted_name"] %>
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</p>
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<% end %>
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</div>
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</details>
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<% end %>
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</div>
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<% end %>
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<%# Stale pending transactions (auto-excluded) %>
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<% if has_stale_pending? %>
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<div class="mt-1">
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<div class="flex items-center gap-1">
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<%= helpers.icon "clock", size: "sm", color: "warning" %>
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<span class="text-warning"><%= t("provider_sync_summary.health.stale_pending", count: stale_pending_excluded) %></span>
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</div>
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<% if stale_pending_details.any? %>
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<details class="mt-1">
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<summary class="text-xs cursor-pointer text-secondary hover:text-primary">
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<%= t("provider_sync_summary.health.view_stale_pending") %>
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</summary>
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<div class="mt-1 pl-2 border-l-2 border-surface-inset space-y-1">
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<% stale_pending_details.each do |detail| %>
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<p class="text-xs text-warning">
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<%= detail["account_name"] %>: <%= t("provider_sync_summary.health.stale_pending_count", count: detail["count"]) %>
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</p>
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<% end %>
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</div>
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</details>
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<% end %>
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</div>
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<% end %>
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<%# Stale unmatched pending (need manual review) %>
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<% if has_stale_unmatched_pending? %>
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<div class="mt-1">
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<div class="flex items-center gap-1">
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<%= helpers.icon "help-circle", size: "sm" %>
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<span class="text-secondary"><%= t("provider_sync_summary.health.stale_unmatched", count: stale_unmatched_pending) %></span>
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</div>
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<% if stale_unmatched_details.any? %>
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<details class="mt-1">
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<summary class="text-xs cursor-pointer text-secondary hover:text-primary">
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<%= t("provider_sync_summary.health.view_stale_unmatched") %>
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</summary>
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<div class="mt-1 pl-2 border-l-2 border-surface-inset space-y-1">
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<% stale_unmatched_details.each do |detail| %>
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<p class="text-xs text-secondary">
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<%= detail["account_name"] %>: <%= t("provider_sync_summary.health.stale_unmatched_count", count: detail["count"]) %>
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</p>
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<% end %>
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</div>
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</details>
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<% end %>
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</div>
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<% end %>
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<%# Data quality warnings %>
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<% if has_data_quality_issues? %>
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<div class="flex items-center gap-3 mt-1">
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<% if data_warnings > 0 %>
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<div class="flex items-center gap-1">
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<%= helpers.icon "alert-triangle", size: "sm", color: "warning" %>
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<span class="text-warning"><%= t("provider_sync_summary.health.data_warnings", count: data_warnings) %></span>
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</div>
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<% end %>
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<% if notices > 0 %>
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<div class="flex items-center gap-1">
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<%= helpers.icon "info", size: "sm" %>
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<span><%= t("provider_sync_summary.health.notices", count: notices) %></span>
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</div>
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<% end %>
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</div>
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<% if data_quality_details.any? %>
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<details class="mt-2">
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<summary class="text-xs cursor-pointer text-secondary hover:text-primary">
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<%= t("provider_sync_summary.health.view_data_quality") %>
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</summary>
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<div class="mt-1 pl-2 border-l-2 border-surface-inset space-y-1">
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<% data_quality_details.each do |detail| %>
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<p class="text-xs <%= severity_color_class(detail["severity"]) %>"><%= detail["message"] %></p>
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<% end %>
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</div>
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</details>
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<% end %>
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<% end %>
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</div>
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</div>
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</div>
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</details>
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