Files
sure/app/views/trading212_items/select_existing_account.html.erb
jdcdp 849578a84a Add support for trading212 integration in investments sync (#2513)
* Add support for trading212 integration in investments sync

* Respect Trading 212 history rate limits

* Replace hex colors with design tokens

* Changed withdrawal to withdraw

* Address PR review feedback for Trading 212 integration

- Replace all Rails.logger calls with DebugLogEntry.capture across
  syncer, importer, processor, provider, controller, and unlinking
- Fix destroy action to surface unlink errors via DebugLogEntry
- Replace hardcoded 'GBP' currency fallback with Current.family.currency
- Replace hardcoded English status strings in Syncer with i18n
- Add config/initializers/trading212.rb with DEBUG_RAW ENV toggle
- Add comprehensive test coverage: item, account, data_helpers,
  holdings_processor, activities_processor, importer, syncer,
  and controller tests
- Rewrite syncer and controller tests to match actual interfaces

* Fix tests and bugs found during local test execution

- Fix standard_ticker: empty string caused nil.upcase via [].first
- Fix parse_date: DateTime < Date, so when Date caught DateTime first
- Fix ActivitiesProcessor/HoldingsProcessor: missing instruments_map
  in DataHelpers caused NameError when processing dividends
- Fix test: security fixture ticker collision with test data
- Fix test: sync_status_summary i18n matching in assertions
- Fix test: trading212_provider ConfigurationError test path
- Fix test: controller invalid params needs Turbo-Frame header
- Fix test: syncer test uses stubs instead of strict expects

116 tests, 257 assertions, 0 failures, 0 errors

* Keep raw provider response bodies out of exception messages.

* Fix Secrets leak into page HTML, prevents the API key/secret from appearing in the HTML source while keeping the "leave blank to keep existing" UX.

* Address review findings: env gate, sync test, uniqueness test, destroy flow

- Gate TRADING212_DEBUG_RAW behind Rails.env.local? so staging/production
  cannot accidentally enable raw payload logging
- Assert SyncJob enqueue in sync controller test, not just redirect
- Fix cross-item uniqueness test to actually use two different items
- Remove rescue in destroy so unlink failures stop the flow (matching
  Brex/Akahu pattern) instead of proceeding to destroy_later silently

* Add Trading212 tables to db/schema.rb for CI test database

CI runs db:test:prepare which loads db/schema.rb, not migrations.
Without these table definitions, fixture loading fails with
PG::UndefinedTable: relation "trading212_accounts" does not exist.

* Removed lint complaint

* Register Trading212 in ProviderConnectionStatus::PROVIDERS

Fixes CI failure: test_provider_registry_covers_syncable_family_provider_item_associations

* Fixed bad merge

---------

Signed-off-by: jdcdp <47483528+jdcdp@users.noreply.github.com>
Co-authored-by: jdcdp <jdcdp@cdm4.net>
2026-07-25 04:54:30 +02:00

40 lines
2.0 KiB
Plaintext

<%= turbo_frame_tag "modal" do %>
<%= render DS::Dialog.new do |dialog| %>
<% dialog.with_header(title: t(".title")) %>
<% dialog.with_body do %>
<% if @available_trading212_accounts.blank? %>
<div class="p-4 text-sm text-secondary">
<p class="mb-2"><%= t(".no_accounts_available") %></p>
<ul class="list-disc list-inside space-y-1">
<li><%= t(".run_sync_hint") %></li>
<li><%= t(".wait_for_sync") %></li>
</ul>
</div>
<% else %>
<%= form_with url: link_existing_account_trading212_items_path, method: :post, data: { turbo_frame: "_top" }, class: "space-y-4" do %>
<%= hidden_field_tag :account_id, @account.id %>
<div class="space-y-2 max-h-64 overflow-auto">
<% @available_trading212_accounts.each do |t212_account| %>
<label class="flex items-center gap-3 p-2 rounded border border-secondary hover:border-primary cursor-pointer">
<%= radio_button_tag :trading212_account_id, t212_account.id, false %>
<div class="flex flex-col">
<span class="text-sm text-primary font-medium"><%= t212_account.name.presence || t212_account.trading212_account_id %></span>
<span class="text-xs text-secondary">
<%= t212_account.currency %> • <%= t(".balance") %>: <%= number_to_currency((t212_account.current_balance || 0), unit: Money::Currency.new(t212_account.currency.presence || Current.family.currency).symbol) %>
</span>
</div>
</label>
<% end %>
</div>
<div class="flex items-center justify-end gap-2">
<%= render DS::Button.new(text: t(".link"), variant: :primary, icon: "link-2", type: :submit) %>
<%= render DS::Link.new(text: t(".cancel"), variant: :secondary, href: accounts_path, data: { turbo_frame: "_top" }) %>
</div>
<% end %>
<% end %>
<% end %>
<% end %>
<% end %>