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* feat(up): add Up Bank (AU) provider integration Adds Up Bank as a per-family, token-based bank sync provider, modelled on the existing Akahu integration. Up uses a JSON:API REST API with a personal access token (Bearer), cursor pagination via links.next, and returns both HELD (pending) and SETTLED transactions from one endpoint. New: - Provider::Up client (JSON:API unwrap, links.next pagination, retries, typed errors, /util/ping) + Provider::UpAdapter (Factory-registered, Depository + Loan). - UpItem / UpAccount models with Provided, Unlinking, Syncer, SyncCompleteEvent, Importer, Processor, Transactions::Processor, and UpEntry::Processor (amount sign flip, HELD->pending, foreignAmount FX, merchant from description, stale-pending pruning). - Family::UpConnectable, UpItemsController, routes, settings panel + connect flow views, accounts index wiring, initializer, en locale, and model tests. Core wiring: - "up" added to Transaction::PENDING_PROVIDERS, the three pending-match SQL blocks in Account::ProviderImportAdapter, Provider::Metadata::REGISTRY, ProviderMerchant/DataEnrichment source enums, ProviderConnectionStatus, settings provider panels, and financial data reset. Migration create_up_items_and_accounts must be run before use. No external API endpoints added (no OpenAPI changes). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * fix(up): dump up tables to schema and make since filter TZ-safe The feature commit added the up_items/up_accounts migration but never re-dumped db/schema.rb, leaving the schema version and tables stale. Add the two table definitions and foreign keys and bump the schema version so a fresh DB load matches the migration. Also format a bare Date `since` as UTC midnight instead of the server's local zone, so `filter[since]` is deterministic regardless of where the app runs (previously shifted by the local UTC offset). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * fix(up): address code review feedback Behavior/correctness: - Persist skipped accounts via a new up_accounts.ignored flag and a needs_setup scope, so skipped accounts stop resurfacing as "needs setup" on every sync. Linking clears the flag. - destroy now checks unlink_all! per-account results and aborts deletion (alert) if any unlink failed, instead of swallowing failures. - render_provider_panel_error redirect uses :see_other (was an invalid 4xx redirect status). - Up provider adapter falls back to item institution name/url when institution_metadata is absent (early return previously blocked it). Resilience/security: - fetch_all_resources guards against an API repeating the same links.next cursor (Set#add?), preventing infinite pagination. - HTTP client validates absolute URLs (from links.next) against Up's HTTPS host before sending the bearer token, preventing credential leakage to untrusted hosts. Diagnostics: - Route provider sync/import failures through DebugLogEntry.capture (controller, UpItem, syncer, unlinking) with family/account context. Low-level HTTP client and currency-normalization warnings keep Rails.logger to match existing provider conventions. Data integrity: - up_accounts.name and currency are NOT NULL (align with model presence validations); account_id stays nullable (allow_nil uniqueness). Forms: - select_existing_account radio is required; controller guards a blank/ unknown up_account_id with a friendly alert instead of RecordNotFound. Tests: - Add UpAccount needs_setup scope test, pagination loop guard test, untrusted-host rejection test; tighten filter[since] assertion to the exact UTC timestamp. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * fix(up): address second-round review feedback - Capture sync/import failures via DebugLogEntry so swallowed errors in account/transaction fetching and transaction processing surface in /settings/debug instead of only Rails.logger. - Gate UP_DEBUG_RAW raw payload dump to local envs to avoid leaking PII (merchant names, amounts, account IDs) in managed/production logs. - Collapse linked/unlinked/total account counts into one memoized query instead of 3 separate COUNTs per rendered item. - Rename "Set Up Up Accounts" locale title to "Link Up Accounts". Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * docs(up): add method docstrings and align failed_result keys Add docstrings to all Up provider source files (controller, models, providers, concerns) to satisfy the 80% docstring coverage threshold. Third-round review: failed_result now mirrors import's result shape (accounts_updated/created/failed, transactions_imported/failed) instead of the stale accounts_imported key, so failure results stay consistent. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
28 lines
2.5 KiB
Ruby
28 lines
2.5 KiB
Ruby
class Provider
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module Metadata
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REGISTRY = {
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akahu: { region: "NZ", kinds: %w[Bank Investment], maturity: :beta, logo_text: "AK", logo_bg: "bg-emerald-600" },
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simplefin: { region: "US", kinds: %w[Bank Investment], maturity: :stable, logo_text: "SF", logo_bg: "bg-blue-600" },
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lunchflow: { region: "Global", kinds: %w[Bank], maturity: :stable, logo_text: "LF", logo_bg: "bg-orange-500" },
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up: { region: "AU", kinds: %w[Bank], maturity: :beta, logo_text: "UP", logo_bg: "bg-orange-600" },
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enable_banking: { region: "EU", kinds: %w[Bank], maturity: :beta, logo_text: "EB", logo_bg: "bg-purple-600" },
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coinstats: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "CS", logo_bg: "bg-pink-600" },
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mercury: { region: "US", kinds: %w[Bank], maturity: :beta, logo_text: "ME", logo_bg: "bg-cyan-600" },
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brex: { region: "US", kinds: %w[Bank], maturity: :beta, logo_text: "BX", logo_bg: "bg-emerald-600" },
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coinbase: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "CB", logo_bg: "bg-blue-500" },
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binance: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "BI", logo_bg: "bg-yellow-600" },
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kraken: { region: "Global", kinds: %w[Crypto], maturity: :beta, logo_text: "KR", logo_bg: "bg-violet-600" },
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snaptrade: { region: "US / CA", kinds: %w[Investment], maturity: :beta, logo_text: "ST", logo_bg: "bg-green-600" },
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ibkr: { region: "Global", kinds: %w[Investment], maturity: :beta, logo_text: "IB", logo_bg: "bg-red-600" },
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indexa_capital: { region: "ES", kinds: %w[Investment], maturity: :alpha, logo_text: "IC", logo_bg: "bg-red-600" },
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sophtron: { region: "US", kinds: %w[Bank Investment], maturity: :alpha, logo_text: "SO", logo_bg: "bg-teal-600" },
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plaid: { region: "US", kinds: %w[Bank], maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600", tier: "Paid" },
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plaid_eu: { region: "EU", kinds: %w[Bank], maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600", tier: "Paid", name: "Plaid EU" }
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}.freeze
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def self.for(provider_key)
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REGISTRY[provider_key.to_sym] || { logo_text: provider_key.to_s.first(2).upcase, logo_bg: "bg-gray-500" }
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end
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end
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end
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