Files
sure/lib/tasks/simplefin.rake
luckyPipewrench fea228d03e Simplefin sync improvements (#240)
* Fix syncing issues with new connections and accounts..

- Keep SimpleFin institution metadata strictly per account (`simplefin_accounts.org_data`).
- Relax `simplefin_items` institution constraints to allow creating items before org data exists.
- Remove code that copied the first account’s `org` onto `simplefin_items`.

* Improve Simplefin Sync
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SimpleFin: family “Sync” includes SimpleFin items; importer does unbounded discovery (with pending=1 fallback) before windowed fetch, for both regular and first syncs.
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Stop populating item‑level institution fields; keep institution metadata per account.
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Relax NOT NULL on item institution fields.
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Post‑sync dashboard broadcasts are now guarded (UI cannot fail the job).
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Show a friendly “daily refresh limit” banner on the SimpleFin card when the latest sync is rate‑limited.
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Add bin/rails sure:simplefin:debug[ITEM_ID] to print latest sync, snapshot account count, simplefin_accounts count, and unlinked list.

* Fixed double‑quoted strings, spacing around array brackets and commas

* chore: ignore local .junie files

* - Broadcast error logs now include full backtraces
- SimpleFin discovery logic deduplicated fixed
- app/models/simplefin_item/importer.rb
--Added a concise docstring for perform_account_discovery describing purpose, steps, and side‑effects.
--Added a docstring for fetch_accounts_data describing params and return value.
2025-10-26 15:50:45 +01:00

36 lines
1.4 KiB
Ruby

# frozen_string_literal: true
namespace :sure do
namespace :simplefin do
desc "Print debug info for a SimpleFin item: latest sync, snapshot accounts, simplefin_accounts, and unlinked list"
task :debug, [ :item_id ] => :environment do |_, args|
unless args[:item_id].present?
puts({ error: "usage", example: "bin/rails sure:simplefin:debug[ITEM_ID]" }.to_json)
exit 1
end
item = SimplefinItem.find(args[:item_id])
latest_sync = item.syncs.order(created_at: :desc).first
# Our model stores the latest snapshot directly on the item (`raw_payload`).
snapshot_accounts = item.raw_payload&.dig(:accounts)&.size
unlinked = item.simplefin_accounts.left_joins(:account).where(accounts: { id: nil })
out = {
item_id: item.id,
name: item.name,
last_synced_at: item.last_synced_at,
latest_sync: latest_sync&.attributes&.slice("id", "status", "error", "status_text", "created_at", "completed_at"),
snapshot_accounts: snapshot_accounts,
simplefin_accounts_count: item.simplefin_accounts.count,
unlinked_count: unlinked.count,
unlinked: unlinked.limit(20).map { |sfa| { id: sfa.id, upstream_id: sfa.account_id, name: sfa.name } }
}
puts out.to_json
rescue => e
puts({ error: e.class.name, message: e.message, backtrace: e.backtrace&.take(3) }.to_json)
exit 1
end
end
end