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c6a240a183
* 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
68 lines
2.8 KiB
Ruby
68 lines
2.8 KiB
Ruby
class ProviderMerchant < Merchant
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enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", akahu: "akahu", up: "up", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats", mercury: "mercury", brex: "brex", indexa_capital: "indexa_capital", sophtron: "sophtron", questrade: "questrade", redbark: "redbark" }
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validates :name, uniqueness: { scope: [ :source ] }
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validates :source, presence: true
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# Convert this ProviderMerchant to a FamilyMerchant for a specific family.
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# Only affects transactions belonging to that family.
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# Returns the newly created FamilyMerchant.
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def convert_to_family_merchant_for(family, attributes = {})
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transaction do
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family_merchant = family.merchants.create!(
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name: attributes[:name].presence || name,
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color: attributes[:color].presence || FamilyMerchant::COLORS.sample,
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website_url: attributes[:website_url].presence || website_url
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)
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scope = family.transactions.where(merchant_id: id)
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# Protect the manual reassignment from being reverted on the next
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# provider sync (issue #1977). Must run before the merchant_id update.
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Entry.mark_user_modified_for_transactions!(scope)
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# Update only this family's transactions to point to new merchant
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scope.update_all(merchant_id: family_merchant.id)
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family_merchant
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end
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end
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# Generate logo URL from website_url using BrandFetch, if configured.
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def generate_logo_url_from_website!
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if website_url.present? && Setting.brand_fetch_client_id.present?
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domain = extract_domain(website_url)
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size = Setting.brand_fetch_logo_size
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update!(logo_url: "https://cdn.brandfetch.io/#{domain}/icon/fallback/lettermark/w/#{size}/h/#{size}?c=#{Setting.brand_fetch_client_id}")
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elsif website_url.blank?
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update!(logo_url: nil)
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end
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end
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# Unlink from family's transactions (set merchant_id to null).
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# Does NOT delete the ProviderMerchant since it may be used by other families.
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# Tracks the unlink in FamilyMerchantAssociation so it shows as "recently unlinked".
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def unlink_from_family(family)
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scope = family.transactions.where(merchant_id: id)
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# Protect the manual unlink from being reverted on the next provider sync
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# (issue #1977). Must run before the merchant_id is nulled.
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Entry.mark_user_modified_for_transactions!(scope)
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scope.update_all(merchant_id: nil)
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# Track that this merchant was unlinked from this family
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association = FamilyMerchantAssociation.find_or_initialize_by(family: family, merchant: self)
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association.update!(unlinked_at: Time.current)
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end
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private
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def extract_domain(url)
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normalized_url = url.start_with?("http://", "https://") ? url : "https://#{url}"
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URI.parse(normalized_url).host&.sub(/\Awww\./, "")
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rescue URI::InvalidURIError
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url.sub(/\Awww\./, "")
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end
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end
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