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* SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint # Conflicts: # db/schema.rb # Conflicts: # app/controllers/simplefin_items_controller.rb * fix testing * fix linting * xfix linting x2 * Review PR #267 on we-promise/sure (SimpleFin enhancements v2). Address all 15 actionable CodeRabbit comments: Add UUID validations in rakes (e.g., simplefin_unlink), swap Ruby pattern matching/loops for efficient DB queries (e.g., where LOWER(name) LIKE ?), generate docstrings for low-coverage areas (31%), consolidate routes for simplefin_items, move view logic to helpers (e.g., format_transaction_extra), strengthen tests with exact assertions/fixtures for dedup/relink failures. Also, check for overlaps with merged #262 (merchants fix): Ensure merchant creation in simplefin_entry/processor.rb aligns with new payee-based flow and MD5 IDs; add tests for edge cases like empty payees or over-merging pendings. Prioritize security (PII redaction in logs, no hardcoded secrets). * SimpleFin: address CodeRabbit comments (batch 1) - Consolidate simplefin_items routes under a single resources block; keep URLs stable - Replace inline JS with Stimulus auto-relink controller; auto-load relink modal via global modal frame - Improve a11y in relink modal by wrapping rows in labels - Harden unlink rake: default dry_run=true, UUID validation, redact PII in outputs, clearer errors - Backfill rake: default dry_run=true, UUID validation; groundwork for per-SFA counters - Fix-was-merged rake: default dry_run=true, UUID validation; clearer outputs - Idempotent transfer auto-match (find_or_create_by! + RecordNotUnique rescue) - Extract SimpleFin error tooltip assembly into helper and use it in view RuboCop: maintain 2-space indentation, spaces inside array brackets, spaces after commas, and no redundant returns * Linter noise * removed filed commited by mistake. * manual relink flow and tighten composite matching * enforce manual relink UI; fix adapter keywords; guarantee extra.simplefin hash * refactor(simplefin): extract relink service; enforce manual relink UI; tighten composite match; migration 7.2 * add provider date parser; refactor rake; move view queries; partial resilience * run balances-only import in background job. make update flow enqueue balances-only job * persists across all update redirects and initialize used_manual_ids to prevent NameError in relink candidate computation. * SimpleFin: metadata + merge fixes; holdings (incl. crypto) + Day Change; Sync Summary; ops rakes; lint * Fixed failed test after rebase. * scan_ruby fix * Calming the rabbit: Fix AccountProvider linking when accounts change Drop the legacy unique index instead of duplicating it Fix dynamic constant assignment Use fixtures consistently; avoid rescue for control flow. Replace bare rescue with explicit exception class. Move business logic out of the view. Critical: Transaction boundary excludes recompute phase, risking data loss. Inconsistency between documentation and implementation for zero-error case. Refactor to use the compute_unlinked_count helper for consistency. Fix cleanup task default: it deletes by default. Move sync stats computation to controller to avoid N+1 queries. Consolidate duplicate sync query. Clarify the intent of setting flash notice on the error path. Fix Date/Time comparison in should_be_inactive?. Move stats retrieval logic to controller. Remove duplicate Sync summary section. Remove the unnecessary sleep statement; use Capybara's built-in waiting. Add label wrappers for accessibility and consistency. * FIX SimpleFIN new account modal Now new account properly loads as a Modal, instead of new page. Fixes also form showing dashboard instead of settings page. * Remove SimpleFin legacy UI components, migrate schema, and refine linking behavior. # Conflicts: # app/helpers/settings_helper.rb * Extract SimpleFin-related logic to `prepare_show_context` helper and refactor for consistency. Adjust conditional checks and ensure controller variables are properly initialized. * Remove unused SimpleFin maps from prepare_show_context; select IDs to avoid N+1 Replace Tailwind bg-green-500 with semantic bg-success in _simplefin_panel/_provider_form Add f.label :setup_token in simplefin_items/new for a11y Remove duplicate require in AccountsControllerSimplefinCtaTest * Remove unnecessary blank lines * Reduce unnecessary changes This reduces the diff against main * Simplefin Account Setup: Display in modal This fixes an issue with the `X` dismiss button in the top right corner * Removed unnecessary comment. * removed unnecessary function. * fixed broken links * Removed unnecessary file * changed to database query * set to use UTC and gaurd against null * set dry_run=true * Fixed comment * Changed to use a database-level query * matched test name to test behavior. * Eliminate code duplication and Time.zone dependency * make final summary surface failures * lint fix * Revised timezone comment. better handle missing selectors. * sanitized LIKE wildcards * Fixed SimpleFin import to avoid “Currency can’t be blank” validation failures when providers return an empty currency string. * Added helper methods for admin and self-hosted checks * Specify exception types in rescue clauses. * Refined logic to determine transaction dates for credit accounts. * Refined stats calculation for `total_accounts` to track the maximum unique accounts per run instead of accumulating totals. * Moved `unlink_all!` logic to `SimplefinItem::Unlinking` concern and deprecated `SimplefinItem::Unlinker`. Updated related references. * Refined legacy unlinking logic, improved `current_holdings` formatting, and added ENV-based overrides for self-hosted checks. * Enhanced `unlink_all!` with explicit error handling, improved transaction safety, and refined ENV-based self-hosted checks. Adjusted exception types and cleaned up private method handling. * Improved currency assignment logic by adding fallback to `current_account` and `family` currencies. * Enhanced error tracking during SimpleFin account imports by adding categorized error buckets, limiting stored errors to the last 5, and improving `stats` calculations. * typo fix * Didn't realize rabbit was still mad... Refactored SimpleFin error handling and CTA logic: centralized duplicate detection and relink visibility into controller, improved task counters, adjusted redirect notices, and fixed form indexing. * Dang rabbit never stops... Centralized SimpleFin maps logic into `MapsHelper` concern and integrated it into relevant controllers and rake tasks. Optimized queries, reduced redundancy, and improved unlinked counts and manual account checks with batch processing. Adjusted task arguments for clarity. * Persistent rabbit. Optimized SimpleFin maps logic by implementing batch queries for manual account and unlinked count checks, reducing N+1 issues. Improved clarity of rake task argument descriptions and error messages for better usability. * Lost a commit somehow, resolved here. Refactored transaction extra details logic by introducing `build_transaction_extra_details` helper to improve clarity, reusability, and reduce view complexity. Enhanced rake tasks with strict dry-run validation and better error handling. Updated schema to allow nullable `merchant_id` and added conditional unique indexes for recurring transactions. * Refactored sensitive data redaction in `simplefin_unlink` task for recursive handling, optimized SQL sanitization in `simplefin_holdings_backfill`, improved error handling in `transactions_helper`, and streamlined day change calculation logic in `Holding` model. * Lint fix * Removed per PR comments. * Also removing per PR comment. * git commit -m "SimpleFIN polish: preserve #manual-accounts wrapper, unify \"manual\" scope, and correct unlinked counts - Preserve #manual-accounts wrapper: switch non-empty updates to turbo_stream.update and background broadcast_update_to; keep empty-path replace to render <div id=\"manual-accounts\"></div> - Unify definition of manual accounts via Account.visible_manual (visible + legacy-nil + no AccountProvider); reuse in controllers, jobs, and helper - Correct setup/unlinked counts: SimplefinItem::Syncer#finalize_setup_counts and maps now consider AccountProvider links (legacy account AND provider must be absent) Deleted: - app/models/simplefin_item/relink_service.rb - app/controllers/concerns/simplefin_items/relink_helpers.rb - app/javascript/controllers/auto_relink_controller.js - app/views/simplefin_items/_relink_modal.html.erb - app/views/simplefin_items/manual_relink.html.erb - app/views/simplefin_items/relink.html.erb - test/services/simplefin_item/relink_service_test.rb Refs: PR #318 unified link/unlink; PR #267 SimpleFIN; follow-up to fix wrapper ID loss and counting drift." * Extend unlinked account check to include "Investment" type * set SimpleFIN item for `balances`, remove redundant unpacking, and improve holdings task error * SimpleFIN: add `errors` action + modal; do not reintroduce legacy relink actions; removed dead helper * FIX simpleFIN linking * Add delay back, tests benefit from it * Put cache back in * Remove empty `rake` task * Small spelling fixes. --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: sokie <sokysrm@gmail.com> Co-authored-by: Dylan Corrales <deathcamel58@gmail.com>
109 lines
4.4 KiB
Plaintext
109 lines
4.4 KiB
Plaintext
<%
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nav_sections = [
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{
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header: t(".general_section_title"),
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items: [
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{ label: t(".accounts_label"), path: accounts_path, icon: "layers" },
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{ label: t(".bank_sync_label"), path: settings_bank_sync_path, icon: "banknote" },
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{ label: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" },
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{ label: t(".profile_label"), path: settings_profile_path, icon: "circle-user" },
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{ label: t(".security_label"), path: settings_security_path, icon: "shield-check" },
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{ label: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign", if: !self_hosted? }
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]
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},
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{
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header: t(".transactions_section_title"),
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items: [
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{ label: t(".categories_label"), path: categories_path, icon: "shapes" },
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{ label: t(".tags_label"), path: tags_path, icon: "tags" },
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{ label: t(".rules_label"), path: rules_path, icon: "git-branch" },
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{ label: t(".merchants_label"), path: family_merchants_path, icon: "store" },
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{ label: t(".recurring_transactions_label"), path: recurring_transactions_path, icon: "repeat" }
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]
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},
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(
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Current.user&.admin? ? {
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header: t(".advanced_section_title"),
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items: [
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{ label: t(".ai_prompts_label"), path: settings_ai_prompts_path, icon: "bot" },
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{ label: "LLM Usage", path: settings_llm_usage_path, icon: "activity" },
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{ label: t(".api_keys_label"), path: settings_api_key_path, icon: "key" },
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{ label: t(".self_hosting_label"), path: settings_hosting_path, icon: "database", if: self_hosted? },
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{ label: "Providers", path: settings_providers_path, icon: "plug" },
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{ label: t(".imports_label"), path: imports_path, icon: "download" }
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]
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} : nil
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),
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{
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header: t(".other_section_title"),
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items: [
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{ label: t(".guides_label"), path: settings_guides_path, icon: "book-open" },
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{ label: t(".whats_new_label"), path: changelog_path, icon: "box" },
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{ label: t(".feedback_label"), path: feedback_path, icon: "megaphone" }
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]
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}
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]
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%>
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<div class="space-y-4">
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<div class="hidden lg:flex items-center gap-2 p-1.5">
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<%= render DS::Link.new(
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text: "Back",
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icon: "chevron-left",
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href: previous_path,
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variant: "ghost",
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) %>
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<%= link_to previous_path, class: "hidden md:block uppercase bg-surface-inset-hover rounded-sm px-1 py-0.5 text-xs text-secondary shadow-sm ml-1 pointer-events-none", data: { controller: "hotkey", hotkey: "Escape" } do %>
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<kbd>esc</kbd>
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<% end %>
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</div>
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<nav class="space-y-4 hidden md:block">
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<% nav_sections.compact.each do |section| %>
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<section class="space-y-2">
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<div class="flex items-center gap-2 px-3">
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<h3 class="uppercase text-secondary font-medium text-xs"><%= section[:header] %></h3>
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<%= render "shared/ruler", classes: "w-full" %>
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</div>
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<ul class="space-y-1">
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<% section[:items].each do |item| %>
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<% next if item[:if] == false %>
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<li>
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<%= render "settings/settings_nav_item", name: item[:label], path: item[:path], icon: item[:icon] %>
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</li>
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<% end %>
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</ul>
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</section>
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<% end %>
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<section>
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<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 px-3 py-2 rounded-lg text-sm text-destructive hover:bg-surface-hover w-full" do %>
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<%= icon("log-out", color: "current") %>
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<span><%= t(".logout") %></span>
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<% end %>
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</section>
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</nav>
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<nav class="space-y-4 overflow-y-auto md:hidden" id="mobile-settings-nav" data-controller="preserve-scroll scroll-on-connect">
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<ul class="flex space-y-1">
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<li>
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<%= render DS::Link.new(
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text: "Back",
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icon: "chevron-left",
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href: previous_path,
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variant: "ghost",
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) %>
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</li>
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<% nav_sections.compact.each do |section| %>
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<% section[:items].each do |item| %>
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<% next if item[:if] == false %>
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<li>
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<%= render "settings/settings_nav_item", name: item[:label], path: item[:path], icon: item[:icon] %>
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</li>
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<% end %>
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<% end %>
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<%= button_to session_path(Current.session), method: :delete, class: "flex items-center gap-2 px-3 py-2 rounded-lg text-sm text-destructive hover:bg-surface-hover w-full" do %>
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<%= icon("log-out", color: "current") %>
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<span><%= t(".logout") %></span>
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<% end %>
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</ul>
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</nav>
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</div>
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