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https://github.com/we-promise/sure.git
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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
115 lines
3.5 KiB
Plaintext
115 lines
3.5 KiB
Plaintext
<%= content_for :page_title, t(".accounts") %>
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<%= content_for :page_actions do %>
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<%= icon(
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"refresh-cw",
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as_button: true,
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size: "sm",
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href: sync_all_accounts_path,
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disabled: Current.family.syncing?,
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frame: :_top
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) %>
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<% if (family_sync = Current.family.syncs.visible.first) %>
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<%= button_to cancel_sync_path(family_sync),
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method: :post,
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class: "flex items-center gap-1 text-sm text-secondary hover:text-primary",
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aria: { label: t(".cancel_sync") },
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data: { turbo_frame: :_top } do %>
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<%= icon "circle-x", class: "w-4 h-4" %>
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<span><%= t(".cancel_sync") %></span>
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<% end %>
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<% end %>
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<%= render DS::Link.new(
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text: t(".new_account"),
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href: new_account_path(return_to: accounts_path),
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variant: "primary",
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icon: "plus",
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frame: :modal
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) %>
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<% end %>
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<% if @manual_accounts.empty? && @plaid_items.empty? && @simplefin_items.empty? && @lunchflow_items.empty? && @redbark_items.empty? && @akahu_items.empty? && @up_items.empty? && @enable_banking_items.empty? && @coinstats_items.empty? && @coinbase_items.empty? && @mercury_items.empty? && @brex_items.empty? && @ibkr_items.empty? && @snaptrade_items.empty? && @indexa_capital_items.empty? && @sophtron_items.empty? && @binance_items.empty? && @questrade_items.empty? && @wise_items.empty? %>
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<%= render "empty" %>
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<% else %>
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<div class="space-y-2">
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<% if @plaid_items.any? %>
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<%= render @plaid_items.sort_by(&:created_at) %>
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<% end %>
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<% if @simplefin_items.any? %>
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<%= render @simplefin_items.sort_by(&:created_at) %>
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<% end %>
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<% if @lunchflow_items.any? %>
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<%= render @lunchflow_items.sort_by(&:created_at) %>
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<% end %>
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<% if @redbark_items.any? %>
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<%= render @redbark_items.sort_by(&:created_at) %>
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<% end %>
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<% if @akahu_items.any? %>
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<%= render @akahu_items.sort_by(&:created_at) %>
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<% end %>
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<% if @up_items.any? %>
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<%= render @up_items.sort_by(&:created_at) %>
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<% end %>
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<% if @enable_banking_items.any? %>
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<%= render @enable_banking_items.sort_by(&:created_at) %>
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<% end %>
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<% if @coinstats_items.any? %>
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<%= render @coinstats_items.sort_by(&:created_at) %>
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<% end %>
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<% if @sophtron_items.any? %>
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<%= render @sophtron_items.sort_by(&:created_at) %>
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<% end %>
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<% if @mercury_items.any? %>
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<%= render @mercury_items.sort_by(&:created_at) %>
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<% end %>
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<% if @brex_items.any? %>
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<%= render @brex_items.sort_by(&:created_at) %>
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<% end %>
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<% if @coinbase_items.any? %>
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<%= render @coinbase_items.sort_by(&:created_at) %>
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<% end %>
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<% if @binance_items.any? %>
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<%= render @binance_items.sort_by(&:created_at) %>
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<% end %>
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<% if @wise_items.any? %>
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<%= render @wise_items.sort_by(&:created_at) %>
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<% end %>
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<% if @snaptrade_items.any? %>
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<%= render @snaptrade_items.sort_by(&:created_at) %>
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<% end %>
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<% if @ibkr_items.any? %>
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<%= render @ibkr_items.sort_by(&:created_at) %>
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<% end %>
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<% if @indexa_capital_items.any? %>
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<%= render @indexa_capital_items.sort_by(&:created_at) %>
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<% end %>
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<% if @questrade_items.any? %>
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<%= render @questrade_items.sort_by(&:created_at) %>
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<% end %>
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<% if @manual_accounts.any? %>
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<div id="manual-accounts">
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<%= render "accounts/index/manual_accounts", accounts: @manual_accounts %>
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</div>
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<% else %>
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<div id="manual-accounts"></div>
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<% end %>
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</div>
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<% end %>
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