mirror of
https://github.com/we-promise/sure.git
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* feat(wise): add Wise integration with JAR savings account and activity support
- Add WiseItem/WiseAccount models with full sync pipeline (importer, syncer, processor)
- Detect income vs expense using targetAccount == recipientId from borderless accounts API
- Support JAR (SAVINGS) accounts with totalWorth balance and savings subtype
- Fetch JAR activity via profile activities API (INTERBALANCE, BALANCE_CASHBACK, BALANCE_ASSET_FEE)
- Route INTERBALANCE activities to both JAR and STANDARD accounts and link as Transfer records
- Add provider connection status registration, routes, views, and i18n
- Add migration for wise_items and wise_accounts tables
- Add tests for WiseAccount, WiseEntry::Processor, WiseActivity::Processor, WiseItem::Importer, and WiseItem#link_jar_transfers!
* chore(lint): add ignore to security scan (false positive)
* fix(wise): address PR review feedback on activity routing, HTML stripping, rate limiting, and scope extraction
- Replace title string matching in activity_for_account? with resource.id vs balance_id comparison to avoid breakage when users rename JAR accounts on Wise
- Replace gsub(/<[^>]+>/, "") with ActionController::Base.helpers.strip_tags to safely handle user-controlled HTML-like content
- Wrap paginated API calls in with_rate_limit_retry (up to 3 attempts, exponential backoff) to handle 429 responses during fetch_jar_activities and fetch_transfers
- Extract WiseAccount.unlinked scope and remove duplicated left_joins query from controller
* fix(wise): address PR #2433 review feedback
- Wire @wise_items into AccountsController#index so linked accounts appear on /accounts
- Fix find_wise_account_for_linking to preserve .active scope via .merge instead of .then
- Fix cross-currency incoming transfer amount to use targetValue instead of sourceValue
- Add missing select_profiles.session_expired locale key
- Add missing account_name interpolation to link_existing_account success notice
- Use i18n for profile type labels in profile_display_name
- Trigger wise_item.sync_later after account linking in all three linking actions
- Isolate fee transaction failure so it no longer aborts the main transfer import
- Use bare raise in WiseActivity/WiseEntry processors to preserve original backtrace
- Re-raise in WiseItem::Unlinking to prevent silently orphaned Holdings
- Fix avatar badge to use design system tokens (bg-container-inset, text-primary)
* fix(wise): fix INTERBALANCE routing and encrypt pending token in session
* fix(wise): replace hand-rolled buttons/links with DS::Button and DS::Link
Address repeated sure-design DS drift findings: migrate all manual
Tailwind button_to and link_to calls in Wise views to DS::Button
(outline/outline_destructive variants) and DS::Link (secondary variant).
Add missing provider_panel.disconnect locale key for the disconnect button text.
* fix(wise): use render_provider_panel_error in create instead of missing new template
* fix(wise): add missing comma in PROVIDERS array
CI failed with a SyntaxError because the questrade entry wasn't
comma-terminated before the wise entry.
* chore(wise): re-add pipelock:ignore for pending token param
Lost when the token source moved from session to an encrypted params
field in 0b5dc886, causing the CI secret scanner to flag a false positive.
* fix(test): widen random ticker suffix to avoid rare collision flake
hex(2) only yields 65536 possible tickers, so create_trade's 4 calls per
test run had a small but nonzero chance of colliding on the unique
ticker+exchange index. hex(8) makes collisions practically impossible.
175 lines
8.0 KiB
Plaintext
175 lines
8.0 KiB
Plaintext
<% content_for :title, t(".page_title") %>
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<%= render DS::Dialog.new(disable_click_outside: true) do |dialog| %>
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<% dialog.with_header(title: t(".dialog_title")) do %>
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<div class="flex items-center gap-2">
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<%= icon "chart-line", class: "text-primary" %>
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<span class="text-primary"><%= t(".subtitle") %></span>
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</div>
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<% end %>
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<% dialog.with_body do %>
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<div class="space-y-6">
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<div class="bg-surface border border-primary p-4 rounded-lg">
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<div class="flex items-start gap-3">
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<%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
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<div>
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<p class="text-sm text-primary mb-2"><strong><%= t(".info_box.title") %></strong></p>
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<ul class="text-xs text-secondary space-y-1 list-disc list-inside">
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<li><%= t(".info_box.items.item_1") %></li>
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<li><%= t(".info_box.items.item_2") %></li>
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<li><%= t(".info_box.items.item_3") %></li>
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</ul>
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<p class="text-xs text-warning mt-2">
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<%= icon "alert-triangle", size: "xs", class: "inline-block mr-1" %>
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<%= t(".info_box.warning") %>
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</p>
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</div>
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</div>
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</div>
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<% if @waiting_for_sync %>
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<div id="ibkr-sync-spinner" class="flex flex-col items-center justify-center py-6 space-y-3">
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<div class="animate-spin rounded-full h-6 w-6 border-b-2 border-primary"></div>
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<p class="text-secondary text-center"><%= t(".status.fetching_accounts") %></p>
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</div>
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<div class="flex gap-3 justify-center">
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<%= render DS::Link.new(
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text: t(".buttons.refresh"),
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variant: "secondary",
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icon: "refresh-cw",
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href: setup_accounts_ibkr_item_path(@ibkr_item),
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frame: "_top"
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) %>
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<%= render DS::Link.new(
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text: t(".buttons.cancel"),
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variant: "ghost",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% elsif @no_accounts_found %>
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<div class="no-accounts-found flex flex-col items-center justify-center py-6 space-y-3">
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<%= icon "alert-circle", size: "lg", class: "text-warning" %>
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<p class="text-primary text-center font-medium"><%= t(".status.no_accounts_found_title") %></p>
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<p class="text-secondary text-center text-sm"><%= t(".status.no_accounts_found_description") %></p>
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</div>
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<div class="flex gap-3 justify-center">
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<%= render DS::Link.new(
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text: t(".buttons.back_to_settings"),
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variant: "secondary",
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href: settings_providers_path,
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frame: "_top"
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) %>
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</div>
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<% else %>
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<%= form_with url: complete_account_setup_ibkr_item_path(@ibkr_item), method: :post, data: { turbo_frame: "_top" } do %>
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<% if @unlinked_accounts.any? %>
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<div class="space-y-4">
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<h3 class="font-medium text-primary"><%= t(".available_accounts.title") %></h3>
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<% @unlinked_accounts.each do |ibkr_account| %>
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<div class="border border-primary rounded-lg p-4 hover:bg-surface transition-colors">
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<div class="flex items-center gap-3">
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<input type="checkbox"
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id="account_<%= ibkr_account.id %>"
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name="account_ids[]"
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value="<%= ibkr_account.id %>"
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checked
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class="cursor-pointer">
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<label for="account_<%= ibkr_account.id %>" class="flex-1 cursor-pointer">
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<h4 class="font-medium text-primary"><%= ibkr_account.name %></h4>
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<p class="text-sm text-secondary">
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<%= t(
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".available_accounts.account_summary",
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account_type: t(".available_accounts.account_type_investment"),
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balance: number_to_currency(ibkr_account.current_balance || 0, unit: Money::Currency.new(ibkr_account.currency || "USD").symbol)
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) %>
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</p>
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<% if ibkr_account.ibkr_account_id.present? %>
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<p class="text-xs text-secondary"><%= t(".available_accounts.account_id", account_id: ibkr_account.ibkr_account_id) %></p>
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<% end %>
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</label>
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</div>
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</div>
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<% end %>
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</div>
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<div class="flex gap-3 mt-6">
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<%= render DS::Button.new(
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text: t(".buttons.create_selected_accounts"),
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variant: "primary",
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icon: "plus",
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type: "submit",
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class: "flex-1"
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) %>
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<%= render DS::Link.new(
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text: t(".buttons.cancel"),
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variant: "secondary",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% end %>
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<% end %>
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<% if @unlinked_accounts.any? && @linkable_accounts.any? %>
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<div class="border-t border-secondary pt-4 mt-2">
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<p class="text-xs text-secondary mb-3"><%= t(".link_existing.description") %></p>
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<div class="space-y-2">
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<% @unlinked_accounts.each do |ibkr_account| %>
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<%= form_with url: link_existing_account_ibkr_items_path, method: :post, data: { turbo_frame: "_top" } do |link_form| %>
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<%= link_form.hidden_field :ibkr_account_id, value: ibkr_account.id %>
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<p class="text-xs text-primary mb-1"><%= ibkr_account.name %></p>
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<div class="flex items-center gap-2">
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<%= link_form.select :account_id,
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options_for_select(@linkable_accounts.map { |account| [t(".link_existing.manual_account_option", name: account.name, balance: number_to_currency(account.balance, unit: Money::Currency.new(account.currency || "USD").symbol)), account.id] }),
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{ prompt: t(".link_existing.select_prompt") },
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class: "bg-container border border-primary rounded px-2 py-1 text-sm text-primary flex-1 min-w-0" %>
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<%= render DS::Button.new(
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text: t(".buttons.link"),
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variant: "secondary",
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size: "sm",
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type: "submit"
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) %>
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</div>
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<% end %>
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<% end %>
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</div>
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</div>
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<% end %>
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<% if @linked_accounts.any? %>
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<div class="<%= "border-t border-primary pt-6 mt-4" if @unlinked_accounts.any? %>">
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<h3 class="font-medium text-primary mb-4"><%= t(".linked_accounts.title") %></h3>
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<% @linked_accounts.each do |ibkr_account| %>
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<div class="border border-success/20 bg-success/5 rounded-lg p-4 mb-2">
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<div class="flex items-center justify-between">
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<div class="flex items-center gap-3">
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<%= icon "check-circle", class: "text-success" %>
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<div>
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<h4 class="font-medium text-primary"><%= ibkr_account.name %></h4>
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<p class="text-sm text-secondary"><%= t(".linked_accounts.linked_to_html", account: link_to(ibkr_account.current_account.name, account_path(ibkr_account.current_account), class: "link")) %></p>
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</div>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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<% if @unlinked_accounts.blank? %>
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<div class="flex justify-end mt-4">
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<%= render DS::Link.new(
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text: t(".buttons.done"),
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variant: "primary",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% end %>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% end %>
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