Files
sure/app/views/wise_items/setup_accounts.html.erb
Blaž Dular 826c4a356e feat(bank-sync): Wise integration (#2433)
* 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.
2026-07-14 03:16:28 +02:00

53 lines
2.0 KiB
Plaintext

<% content_for :title, t(".title") %>
<%= render DS::Dialog.new do |dialog| %>
<% dialog.with_header(title: t(".title")) do %>
<div class="flex items-center gap-2">
<%= icon "wallet", class: "text-primary" %>
<span class="text-primary"><%= t(".subtitle") %></span>
</div>
<% end %>
<% dialog.with_body do %>
<div class="space-y-6">
<% if @wise_accounts.empty? %>
<div class="p-8 flex flex-col gap-3 items-center justify-center text-center">
<%= icon "check-circle", size: "lg", class: "text-success" %>
<p class="text-primary font-medium"><%= t(".no_accounts_to_setup") %></p>
<p class="text-secondary text-sm"><%= t(".all_accounts_linked") %></p>
</div>
<%= render DS::Link.new(text: t(".done"), variant: "primary", href: accounts_path) %>
<% else %>
<p class="text-sm text-secondary"><%= t(".description") %></p>
<div class="space-y-3">
<% @wise_accounts.each do |wise_account| %>
<div class="border border-primary rounded-lg p-4 flex items-center justify-between gap-4">
<div>
<p class="font-medium text-primary text-sm"><%= wise_account.name %></p>
<p class="text-xs text-secondary mt-0.5">
<%= format_money(Money.new(wise_account.current_balance || 0, wise_account.currency)) %>
&nbsp;·&nbsp;
<%= wise_account.currency %>
</p>
</div>
<%= render DS::Button.new(
text: t(".create_account"),
icon: "plus",
variant: :outline,
size: :sm,
href: complete_account_setup_wise_item_path(@wise_item),
method: :post,
params: { wise_account_id: wise_account.id },
frame: "_top"
) %>
</div>
<% end %>
</div>
<%= render DS::Link.new(text: t(".done"), variant: "secondary", href: accounts_path) %>
<% end %>
</div>
<% end %>
<% end %>