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* 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>
250 lines
5.5 KiB
Ruby
250 lines
5.5 KiB
Ruby
# frozen_string_literal: true
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# Reusable sync summary component for provider items.
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#
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# This component displays sync statistics in a collapsible panel that can be used
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# by any provider (SimpleFIN, Plaid, Lunchflow, etc.) to show their sync results.
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#
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# @example Basic usage
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# <%= render ProviderSyncSummary.new(
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# stats: @sync_stats,
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# provider_item: @plaid_item
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# ) %>
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#
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# @example With custom institution count
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# <%= render ProviderSyncSummary.new(
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# stats: @sync_stats,
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# provider_item: @simplefin_item,
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# institutions_count: @simplefin_item.connected_institutions.size
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# ) %>
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#
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class ProviderSyncSummary < ViewComponent::Base
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attr_reader :stats, :provider_item, :institutions_count, :activities_pending
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# @param stats [Hash] The sync statistics hash from sync.sync_stats
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# @param provider_item [Object] The provider item (must respond to last_synced_at)
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# @param institutions_count [Integer, nil] Optional count of connected institutions
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# @param activities_pending [Boolean] Whether activities are still being fetched in background
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def initialize(stats:, provider_item:, institutions_count: nil, activities_pending: false)
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@stats = stats || {}
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@provider_item = provider_item
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@institutions_count = institutions_count
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@activities_pending = activities_pending
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end
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def activities_pending?
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@activities_pending
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end
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def render?
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stats.present?
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end
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# Account statistics
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def total_accounts
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stats["total_accounts"].to_i
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end
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def linked_accounts
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stats["linked_accounts"].to_i
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end
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def unlinked_accounts
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stats["unlinked_accounts"].to_i
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end
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# Transaction statistics
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def tx_seen
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stats["tx_seen"].to_i
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end
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def tx_imported
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stats["tx_imported"].to_i
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end
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def tx_updated
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stats["tx_updated"].to_i
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end
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def tx_skipped
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stats["tx_skipped"].to_i
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end
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def has_transaction_stats?
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stats.key?("tx_seen") || stats.key?("tx_imported") || stats.key?("tx_updated")
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end
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# Skip statistics (protected entries not overwritten)
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def has_skipped_entries?
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tx_skipped > 0
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end
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def skip_summary
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stats["skip_summary"] || {}
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end
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def skip_details
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stats["skip_details"] || []
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end
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# Holdings statistics
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def holdings_found
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stats["holdings_found"].to_i
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end
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def holdings_processed
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stats["holdings_processed"].to_i
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end
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def has_holdings_stats?
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stats.key?("holdings_found") || stats.key?("holdings_processed")
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end
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def holdings_label_key
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stats.key?("holdings_processed") ? "processed" : "found"
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end
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def holdings_count
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stats.key?("holdings_processed") ? holdings_processed : holdings_found
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end
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# Trades statistics (investment activities like buy/sell)
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def trades_imported
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stats["trades_imported"].to_i
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end
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def trades_skipped
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stats["trades_skipped"].to_i
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end
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def has_trades_stats?
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stats.key?("trades_imported") || stats.key?("trades_skipped")
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end
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# Returns the CSS color class for a data quality detail severity
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# @param severity [String] The severity level ("warning", "error", or other)
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# @return [String] The Tailwind CSS class for the color
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def severity_color_class(severity)
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case severity
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when "warning" then "text-warning"
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when "error" then "text-destructive"
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else "text-secondary"
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end
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end
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# Health statistics
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def rate_limited?
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stats["rate_limited"].present? || stats["rate_limited_at"].present?
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end
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def rate_limited_ago
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return nil unless stats["rate_limited_at"].present?
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begin
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helpers.time_ago_in_words(Time.parse(stats["rate_limited_at"]))
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rescue StandardError
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nil
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end
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end
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def total_errors
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stats["total_errors"].to_i
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end
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def import_started?
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stats["import_started"].present?
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end
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def has_errors?
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total_errors > 0
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end
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def error_details
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stats["errors"] || []
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end
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def error_buckets
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stats["error_buckets"] || {}
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end
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# Stale pending transactions (auto-excluded)
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def stale_pending_excluded
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stats["stale_pending_excluded"].to_i
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end
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def has_stale_pending?
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stale_pending_excluded > 0
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end
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def stale_pending_details
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stats["stale_pending_details"] || []
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end
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# Stale unmatched pending (need manual review - couldn't be automatically matched)
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def stale_unmatched_pending
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stats["stale_unmatched_pending"].to_i
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end
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def has_stale_unmatched_pending?
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stale_unmatched_pending > 0
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end
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def stale_unmatched_details
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stats["stale_unmatched_details"] || []
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end
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# Pending→posted reconciliation stats
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def pending_reconciled
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stats["pending_reconciled"].to_i
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end
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def has_pending_reconciled?
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pending_reconciled > 0
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end
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def pending_reconciled_details
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stats["pending_reconciled_details"] || []
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end
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# Duplicate suggestions needing user review
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def duplicate_suggestions_created
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stats["duplicate_suggestions_created"].to_i
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end
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def has_duplicate_suggestions_created?
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duplicate_suggestions_created > 0
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end
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def duplicate_suggestions_details
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stats["duplicate_suggestions_details"] || []
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end
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# Data quality / warnings
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def data_warnings
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stats["data_warnings"].to_i
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end
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def notices
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stats["notices"].to_i
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end
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def data_quality_details
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stats["data_quality_details"] || []
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end
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def has_data_quality_issues?
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data_warnings > 0 || notices > 0 || data_quality_details.any?
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end
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# Last sync time
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def last_synced_at
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provider_item.last_synced_at
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end
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def last_synced_ago
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return nil unless last_synced_at
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helpers.time_ago_in_words(last_synced_at)
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end
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end
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