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* 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
134 lines
5.7 KiB
Plaintext
134 lines
5.7 KiB
Plaintext
<%# locals: (redbark_item:) %>
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<%= tag.div id: dom_id(redbark_item) do %>
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<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
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<summary class="flex items-center justify-between gap-2 focus-visible:outline-hidden">
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<div class="flex items-center gap-2">
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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<div class="flex items-center justify-center h-8 w-8 bg-primary/10 rounded-full">
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<div class="flex items-center justify-center">
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<%= tag.p redbark_item.name.first.upcase, class: "text-primary text-xs font-medium" %>
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</div>
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</div>
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<div class="pl-1 text-sm">
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<div class="flex items-center gap-2">
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<%= tag.p redbark_item.name, class: "font-medium text-primary" %>
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<% if redbark_item.scheduled_for_deletion? %>
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<p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
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<% end %>
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</div>
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<p class="text-xs text-secondary"><%= t(".provider_name") %></p>
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<% if redbark_item.syncing? %>
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<div class="text-secondary flex items-center gap-1">
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<%= icon "loader", size: "sm", class: "animate-spin" %>
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<%= tag.span t(".syncing") %>
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</div>
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<% elsif redbark_item.requires_update? %>
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<div class="text-warning flex items-center gap-1">
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<%= icon "alert-triangle", size: "sm", color: "warning" %>
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<%= tag.span t(".requires_update") %>
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</div>
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<% else %>
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<p class="text-secondary">
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<% if redbark_item.last_synced_at %>
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<% if redbark_item.sync_status_summary %>
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<%= t(".status_with_summary", timestamp: time_ago_in_words(redbark_item.last_synced_at), summary: redbark_item.sync_status_summary) %>
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<% else %>
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<%= t(".status", timestamp: time_ago_in_words(redbark_item.last_synced_at)) %>
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<% end %>
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<% else %>
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<%= t(".status_never") %>
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<% end %>
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</p>
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<% end %>
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</div>
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</div>
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<div class="flex items-center gap-2">
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<% if redbark_item.requires_update? %>
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<%= render DS::Link.new(
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text: t(".update_credentials"),
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icon: "refresh-cw",
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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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<% else %>
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<%= icon(
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"refresh-cw",
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as_button: true,
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href: sync_redbark_item_path(redbark_item),
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disabled: redbark_item.syncing?
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) %>
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<% end %>
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<%= render DS::Menu.new do |menu| %>
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<% menu.with_item(
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variant: "button",
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text: t(".delete"),
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icon: "trash-2",
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href: redbark_item_path(redbark_item),
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method: :delete,
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confirm: CustomConfirm.for_resource_deletion(redbark_item.name, high_severity: true)
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) %>
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<% end %>
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</div>
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</summary>
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<% unless redbark_item.scheduled_for_deletion? %>
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<div class="space-y-4 mt-4">
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<% if redbark_item.accounts.any? %>
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<%= render "accounts/index/account_groups", accounts: redbark_item.accounts %>
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<% end %>
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<%# Sync summary (collapsible) - using shared ProviderSyncSummary component %>
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<% stats = if defined?(@redbark_sync_stats_map) && @redbark_sync_stats_map
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@redbark_sync_stats_map[redbark_item.id] || {}
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else
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redbark_item.syncs.ordered.first&.sync_stats || {}
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end %>
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<%= render ProviderSyncSummary.new(
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stats: stats,
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provider_item: redbark_item
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) %>
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<%# Compute unlinked accounts (no AccountProvider link) %>
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<% unlinked_count = redbark_item.unlinked_accounts_count %>
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<% if unlinked_count.to_i > 0 && redbark_item.accounts.empty? %>
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<%# No accounts imported yet - show prominent setup prompt %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
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<p class="text-secondary text-sm"><%= t(".setup_description", linked: redbark_item.linked_accounts_count, total: redbark_item.total_accounts_count) %></p>
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<%= render DS::Link.new(
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text: t(".setup_action"),
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icon: "plus",
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variant: "primary",
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href: setup_accounts_redbark_item_path(redbark_item),
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frame: :modal
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) %>
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</div>
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<% elsif unlinked_count.to_i > 0 %>
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<%# Some accounts imported, more available - show subtle link %>
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<div class="pt-2 border-t border-primary">
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<%= link_to setup_accounts_redbark_item_path(redbark_item),
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data: { turbo_frame: :modal },
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class: "flex items-center gap-2 text-sm text-secondary hover:text-primary transition-colors" do %>
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<%= icon "plus", size: "sm" %>
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<span><%= t(".more_accounts_available", count: unlinked_count) %></span>
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<% end %>
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</div>
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<% elsif redbark_item.accounts.empty? && redbark_item.redbark_accounts.none? %>
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<%# No provider accounts at all - waiting for sync %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".no_accounts_title") %></p>
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<p class="text-secondary text-sm"><%= t(".no_accounts_description") %></p>
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</div>
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<% end %>
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</div>
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<% end %>
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</details>
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<% end %>
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