Files
sure/app/models/provider/redbark_adapter.rb
Oscar c6a240a183 feat(redbark): add australian bank sync (redbark) (#2794)
* add redbark provider integration

- per family api key provider, built like the lunchflow integration
- syncs accounts, balances and transactions from api.redbark.com
- account setup flow, settings panel, locales and routes
- tests and fixtures

* harden redbark integration based on prior provider pr feedback

- use DebugLogEntry.capture for sync/import/unlink failures
- retry 429s and 5xxs with backoff, raise on page cap instead of truncating
- keep raw response bodies out of logs and errors
- not null constraints on account columns, migration base 7.2
- persist ignored flag for skipped accounts so they stop nagging setup
- validate api key on every save, re-arm status on key rotation
- destroy aborts if unlink fails, atomic account create and link
- require_admin on mutating actions, see_other on error redirects
- single grouped query for item account counts
- i18n default connection name, blank password field value
- controller and provider tests

* fix issues found in second review sweep

- add missing syncable scope, without it every family sync raises
- kick off a sync on connection create and on key rotation
- setup dialog fetches accounts inline for fresh connections and shows api errors
- skip balance write when no balance has been fetched yet, never anchor a false zero
- exclude stale and non banking accounts from the batched balances call, per account fallback if the batch is rejected
- detect the server row ceiling and empty pages instead of silently truncating history
- user sync start date only governs the initial backfill, incremental after that
- fetch connections before the per account loop so auth errors propagate once
- drop untemplated index/show/new/edit routes and dead preload/link_accounts actions
- stable dom id on the settings panel so repeat turbo replaces keep working

* skip brokerage connections, found in live testing

- the transactions endpoint 400s for brokerage connections, they belong to /v1/trades
- only import accounts from banking and documents connections
- guard transaction fetches for any legacy linked non banking account

* address review feedback

- treat the truncation header as a pagination signal: split the date window and refetch instead of failing the account
- prune stale pending rows from the snapshot so settled pendings cant come back as duplicates
- block linking a sure account that already has another provider feed
- count setup failures separately from skips and surface an error instead of "all skipped"
- add not nulls on redbark_items name and api key
- enqueue the destroy job after the flag commits, not inside the transaction
- swap bg-gray-400 for bg-surface-inset, drop amounts from info logs, remove i18n default fallbacks
- tests for window splitting, pending pruning and encrypted payload round trip

* fix issues from convention review

- benign skips (unlinked account, blank id, unparseable rows) no longer count as failures, tracked separately so a clean batch reports success
- currency parsing goes through extract_currency so hash shaped payloads resolve instead of falling to the default
- merchant ids use truncated sha256 instead of md5
- debug log entries for import failures and account sync scheduling failures

* bound the raw transactions snapshot to the fetch window

- trim raw_transactions_payload to the current fetch window on merge, same as brex
- keep rows without a parseable date, drop settled pendings as before
- surface skipped rows in the aggregate debug log entry with imported/skipped counts
2026-07-26 07:40:25 +02:00

99 lines
2.6 KiB
Ruby

class Provider::RedbarkAdapter < Provider::Base
include Provider::Syncable
include Provider::InstitutionMetadata
# Register this adapter with the factory
Provider::Factory.register("RedbarkAccount", self)
# Define which account types this provider supports
def self.supported_account_types
%w[Depository CreditCard Loan]
end
# Returns connection configurations for this provider
def self.connection_configs(family:)
return [] unless family.can_connect_redbark?
[ {
key: "redbark",
name: "Redbark",
description: "Connect your Australian bank accounts via Redbark",
can_connect: true,
new_account_path: ->(accountable_type, return_to) {
Rails.application.routes.url_helpers.select_accounts_redbark_items_path(
accountable_type: accountable_type,
return_to: return_to
)
},
existing_account_path: ->(account_id) {
Rails.application.routes.url_helpers.select_existing_account_redbark_items_path(
account_id: account_id
)
}
} ]
end
def provider_name
"redbark"
end
# Build a Redbark provider instance with family-specific credentials
# @param family [Family] The family to get credentials for (required)
# @return [Provider::Redbark, nil] Returns nil if credentials are not configured
def self.build_provider(family: nil)
return nil unless family.present?
# Get family-specific credentials
redbark_item = family.redbark_items.where.not(api_key: nil).first
return nil unless redbark_item&.credentials_configured?
Provider::Redbark.new(api_key: redbark_item.api_key)
end
def sync_path
Rails.application.routes.url_helpers.sync_redbark_item_path(item)
end
def item
provider_account.redbark_item
end
def institution_domain
metadata = provider_account.institution_metadata
return nil unless metadata.present?
domain = metadata["domain"]
url = metadata["url"]
# Derive domain from URL if missing
if domain.blank? && url.present?
begin
domain = URI.parse(url).host&.gsub(/^www\./, "")
rescue URI::InvalidURIError
Rails.logger.warn("Invalid institution URL for Redbark account #{provider_account.id}: #{url}")
end
end
domain
end
def institution_name
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["name"] || item&.institution_name
end
def institution_url
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["url"] || item&.institution_url
end
def institution_color
item&.institution_color
end
end