-
+
<% if content_for?(:breadcrumbs) %>
<%= yield :breadcrumbs %>
<% else %>
diff --git a/app/views/pages/dashboard.html.erb b/app/views/pages/dashboard.html.erb
index b479d55c..ff0590b6 100644
--- a/app/views/pages/dashboard.html.erb
+++ b/app/views/pages/dashboard.html.erb
@@ -28,8 +28,6 @@
<% end %>
- <%= render "shared/sync_health_banner" %>
-
<% if Current.family.accounts.any? %>
<%# KPI Cards Section - Overview Metrics %>
<%= render "pages/dashboard/kpi_cards",
diff --git a/app/views/settings/_settings_nav.html.erb b/app/views/settings/_settings_nav.html.erb
index e5cca649..9ef015c1 100644
--- a/app/views/settings/_settings_nav.html.erb
+++ b/app/views/settings/_settings_nav.html.erb
@@ -5,7 +5,7 @@ nav_sections = [
items: [
{ label: t(".accounts_label"), path: accounts_path, icon: "layers" },
{ label: "Providers", path: settings_provider_directories_path, icon: "building-2" },
- { label: t(".bank_sync_label"), path: settings_bank_sync_path, icon: "banknote" },
+ { label: "Bank Sync", path: settings_providers_path, icon: "banknote" },
{ label: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" },
{ label: t(".profile_label"), path: settings_profile_path, icon: "circle-user" },
{ label: t(".security_label"), path: settings_security_path, icon: "shield-check" },
@@ -28,11 +28,10 @@ nav_sections = [
items: [
{ label: t(".ai_prompts_label"), path: settings_ai_prompts_path, icon: "bot" },
{ label: "LLM Usage", path: settings_llm_usage_path, icon: "activity" },
+ { label: "Sync Monitor", path: settings_sync_monitor_path, icon: "monitor" },
{ label: t(".api_keys_label"), path: settings_api_key_path, icon: "key" },
{ label: t(".self_hosting_label"), path: settings_hosting_path, icon: "database", if: self_hosted? },
- { label: "Bank Sync Providers", path: settings_providers_path, icon: "plug" },
- { label: t(".imports_label"), path: imports_path, icon: "download" },
- { label: "SimpleFin", path: simplefin_items_path, icon: "building-2" }
+ { label: t(".imports_label"), path: imports_path, icon: "download" }
]
} : nil
),
@@ -47,6 +46,7 @@ nav_sections = [
]
%>
+
<%= render DS::Link.new(
diff --git a/app/views/settings/providers/show.html.erb b/app/views/settings/providers/show.html.erb
index de5918d0..ef0fdec0 100644
--- a/app/views/settings/providers/show.html.erb
+++ b/app/views/settings/providers/show.html.erb
@@ -1,22 +1,380 @@
-<%= content_for :page_title, "Bank Sync Providers" %>
+<%= content_for :page_title, "Bank Sync" %>
+
+ <%
+ badge_classes = case sync.status
+ when "completed" then "bg-green-100 text-green-800 border-green-200 theme-dark:bg-green-900/30 theme-dark:text-green-400 theme-dark:border-green-800"
+ when "failed" then "bg-red-100 text-red-800 border-red-200 theme-dark:bg-red-900/30 theme-dark:text-red-400 theme-dark:border-red-800"
+ when "stale" then "bg-amber-100 text-amber-800 border-amber-200 theme-dark:bg-amber-900/30 theme-dark:text-amber-400 theme-dark:border-amber-800"
+ when "syncing" then "bg-blue-100 text-blue-800 border-blue-200 animate-pulse theme-dark:bg-blue-900/30 theme-dark:text-blue-400 theme-dark:border-blue-800"
+ else "bg-gray-100 text-gray-800 border-gray-200 theme-dark:bg-gray-800 theme-dark:text-gray-400 theme-dark:border-gray-700"
+ end
+ %>
+
+ <%= sync.status.capitalize %>
+
+
+
+ <%= sync.syncable_label %>
+
+
+ <%= sync.error.presence || "-" %>
+
+
+ <% if sync.duration %>
+ <%= sync.duration %>s
+ <% else %>
+ -
+ <% end %>
+
+
+ <%= sync.created_at.strftime("%b %d, %H:%M:%S") %>
+
+
+ <%= sync.completed_at&.strftime("%b %d, %H:%M:%S") || sync.failed_at&.strftime("%b %d, %H:%M:%S") || "-" %>
+
+
+
+
diff --git a/app/views/settings/sync_monitors/show.html.erb b/app/views/settings/sync_monitors/show.html.erb
new file mode 100644
index 00000000..7865b5e3
--- /dev/null
+++ b/app/views/settings/sync_monitors/show.html.erb
@@ -0,0 +1,143 @@
+<%# content_for :page_title, "Sync Monitor" %>
+
+
+
+
+<%= turbo_frame_tag "sync_monitor_frame" do %>
+
+
+ <%# ─── INTRO ─────────────────────────────────────────────────────────────── %>
- <%= render "settings/providers/simplefin_panel" %>
-
+ <%# ─── MANUAL ENTRY NOTE ────────────────────────────────────────────────── %>
+ <%= settings_section title: "Manual Entry" do %>
+
diff --git a/app/views/settings/sync_monitors/_summary_card.html.erb b/app/views/settings/sync_monitors/_summary_card.html.erb
new file mode 100644
index 00000000..64d6019f
--- /dev/null
+++ b/app/views/settings/sync_monitors/_summary_card.html.erb
@@ -0,0 +1,9 @@
+
-
- <% @provider_configurations.each do |config| %>
- <% next if config.provider_key.to_s.casecmp("simplefin").zero? %>
- <%= settings_section title: config.provider_key.titleize do %>
- <%= render "settings/providers/provider_form", configuration: config %>
- <% end %>
+ <%# ─── PROVIDER CARDS ────────────────────────────────────────────────────── %>
+ <%= settings_section title: "Sync Providers" do %>
+ - Configure credentials for third-party bank sync providers. Settings configured here will override environment variables. +
+ Manage which bank sync providers are available to your family and configure their API credentials. + Disabled providers are hidden throughout the app. Settings here override environment variables.
+
+ <%# ── Plaid (US & Canada) ── %>
+
<% end %>
- <%= settings_section title: "Simplefin" do %>
-
+
+
+ <%# ── Plaid (Europe) ── %>
+
+
+
+ <% if Setting.plaid_enabled %>
+
+
+ <%= styled_form_with model: Setting.new,
+ url: settings_providers_path,
+ method: :patch,
+ data: { controller: "auto-submit-form", auto_submit_form_trigger_event_value: "change" } do |form| %>
+
+ P
+
+
+
+ Plaid (US & Canada)
+US & Canada bank connections with transactions, investments, and liabilities.
+ +
+ <%
+ client_id = @plaid_config&.get_value(:client_id).to_s
+ secret = @plaid_config&.get_value(:secret).to_s
+ plaid_us_configured = client_id.present? && secret.present? && !client_id.include?("your_") && !secret.include?("your_")
+ %>
+ <% if Setting.plaid_enabled %>
+ <% if plaid_us_configured %>
+ <%= link_to "Connect accounts →", new_plaid_item_path(region: :us), data: { turbo_frame: "modal" }, class: "text-xs font-semibold text-blue-600 dark:text-blue-400 hover:underline" %>
+ <% else %>
+
+ <%= icon "alert-triangle", size: "xs", color: "warning" %> Credentials required
+
+ <% end %>
+ <% else %>
+ Disabled — toggle on to configure
+ <% end %>
+
+
+ <%= form.toggle :plaid_enabled, { data: { auto_submit_form_target: "auto" } } %>
+
+ <% end %>
+
+ <%= render "settings/providers/provider_form", configuration: @plaid_config %>
+
+
+ <% end %>
+
+
+
+
+
+ <%# Active Connections %>
+ <% active_us_items = @plaid_items.select { |item| item.plaid_region == "us" } %>
+ <% if active_us_items.any? %>
+
+
+ <% end %>
+ Active Connections
+
+ <% active_us_items.each do |item| %>
+
+
+
+ <% end %>
+
+ <%= icon "link", size: "sm", class: "text-secondary" %>
+
+ <%= link_to "Disconnect", plaid_item_path(item),
+ data: { turbo_method: :delete, turbo_confirm: CustomConfirm.for_resource_deletion(item.name, high_severity: true) },
+ class: "text-xs font-semibold text-destructive hover:underline" %>
+
+
+ <%= item.name %>
++ <%= item.last_synced_at ? "Synced #{time_ago_in_words(item.last_synced_at)} ago" : "Never synced" %> +
+
+
+
+ <%# ── SimpleFIN ── %>
+
+
+
+ <% if Setting.plaid_enabled %>
+
+
+ <%= styled_form_with model: Setting.new,
+ url: settings_providers_path,
+ method: :patch,
+ data: { controller: "auto-submit-form", auto_submit_form_trigger_event_value: "change" } do |form| %>
+
+ PE
+
+
+
+ Plaid (Europe)
+European bank connections via open banking APIs.
+ +
+ <%
+ client_id = @plaid_eu_config&.get_value(:client_id).to_s
+ secret = @plaid_eu_config&.get_value(:secret).to_s
+ plaid_eu_configured = client_id.present? && secret.present? && !client_id.include?("your_") && !secret.include?("your_")
+ %>
+ <% if Setting.plaid_enabled %>
+ <% if plaid_eu_configured %>
+ <%= link_to "Connect accounts →", new_plaid_item_path(region: :eu), data: { turbo_frame: "modal" }, class: "text-xs font-semibold text-blue-600 dark:text-blue-400 hover:underline" %>
+ <% else %>
+
+ <%= icon "alert-triangle", size: "xs", color: "warning" %> Credentials required
+
+ <% end %>
+ <% else %>
+ Disabled — toggle on to configure
+ <% end %>
+
+
+ <%= form.toggle :plaid_enabled, { data: { auto_submit_form_target: "auto" } } %>
+
+ <% end %>
+
+ <%= render "settings/providers/provider_form", configuration: @plaid_eu_config %>
+
+
+ <% end %>
+
+
+
+
+
+ <%# Active Connections %>
+ <% active_eu_items = @plaid_items.select { |item| item.plaid_region == "eu" } %>
+ <% if active_eu_items.any? %>
+
+
+ <% end %>
+ Active Connections
+
+ <% active_eu_items.each do |item| %>
+
+
+
+ <% end %>
+
+ <%= icon "link", size: "sm", class: "text-secondary" %>
+
+ <%= link_to "Disconnect", plaid_item_path(item),
+ data: { turbo_method: :delete, turbo_confirm: CustomConfirm.for_resource_deletion(item.name, high_severity: true) },
+ class: "text-xs font-semibold text-destructive hover:underline" %>
+
+
+ <%= item.name %>
++ <%= item.last_synced_at ? "Synced #{time_ago_in_words(item.last_synced_at)} ago" : "Never synced" %> +
+
+
+
+ <%# ── Lunch Flow ── %>
+
+
+
+ <% if Setting.simplefin_enabled %>
+
+
+ <%= styled_form_with model: Setting.new,
+ url: settings_providers_path,
+ method: :patch,
+ data: { controller: "auto-submit-form", auto_submit_form_trigger_event_value: "change" } do |form| %>
+
+ SF
+
+
+
+ SimpleFIN
+US & Canada bank connections via SimpleFIN Bridge protocol.
+ +
+ <% if Setting.simplefin_enabled %>
+ <% if @simplefin_items.any? %>
+ <%= link_to "Manage connections →", simplefin_items_path, class: "text-xs font-semibold text-blue-600 dark:text-blue-400 hover:underline" %>
+ <% else %>
+
+ <%= icon "alert-triangle", size: "xs", color: "warning" %> Setup required
+
+ <% end %>
+ <% else %>
+ Disabled — toggle on to configure
+ <% end %>
+
+
+ <%= form.toggle :simplefin_enabled, { data: { auto_submit_form_target: "auto" } } %>
+
+ <% end %>
+
+
+ <%= render "settings/providers/simplefin_panel" %>
+
+
+ <% if @simplefin_items.any? %>
+
+ <% end %>
+
+
+
+
+ <% end %>
+
+ <%# Active Connections %>
+ <% if @simplefin_items.any? %>
+
+
+ <% end %>
+ Active Connections
+
+ <% @simplefin_items.each do |item| %>
+
+
+
+ <% end %>
+
+ <%= icon "link", size: "sm", class: "text-secondary" %>
+
+ <%= link_to "Disconnect", simplefin_item_path(item),
+ data: { turbo_method: :delete, turbo_confirm: CustomConfirm.for_resource_deletion(item.name, high_severity: true) },
+ class: "text-xs font-semibold text-destructive hover:underline" %>
+
+
+ <%= item.name %>
++ <%= item.last_synced_at ? "Synced #{time_ago_in_words(item.last_synced_at)} ago" : "Never synced" %> +
+
+
+
+
+
+
+ <% if Setting.lunchflow_enabled %>
+
+
+ <%= styled_form_with model: Setting.new,
+ url: settings_providers_path,
+ method: :patch,
+ data: { controller: "auto-submit-form", auto_submit_form_trigger_event_value: "change" } do |form| %>
+
+ LF
+
+
+
+ Lunch Flow
+Global connections through multiple open banking providers (UK, EU, Brazil, Asia, etc.).
+ +
+ <%
+ api_key = @lunchflow_config&.get_value(:api_key).to_s
+ lunchflow_configured = api_key.present? && !api_key.include?("your_")
+ %>
+ <% if Setting.lunchflow_enabled %>
+ <% if lunchflow_configured %>
+ <%= link_to "Connect accounts →", select_accounts_lunchflow_items_path(return_to: settings_providers_path), data: { turbo_frame: "modal" }, class: "text-xs font-semibold text-blue-600 dark:text-blue-400 hover:underline" %>
+ <% else %>
+
+ <%= icon "alert-triangle", size: "xs", color: "warning" %> Credentials required
+
+ <% end %>
+ <% else %>
+ Disabled — toggle on to configure
+ <% end %>
+
+
+ <%= form.toggle :lunchflow_enabled, { data: { auto_submit_form_target: "auto" } } %>
+
+ <% end %>
+
+ <%= render "settings/providers/provider_form", configuration: @lunchflow_config %>
+
+
+ <% end %>
+
+
+
+
+
+ <%# Active Connections %>
+ <% if @lunchflow_items.any? %>
+
+
+ <% end %>
+ Active Connections
+
+ <% @lunchflow_items.each do |item| %>
+
+
+
+ <% end %>
+
+ <%= icon "link", size: "sm", class: "text-secondary" %>
+
+ <%= link_to "Disconnect", lunchflow_item_path(item),
+ data: { turbo_method: :delete, turbo_confirm: CustomConfirm.for_resource_deletion(item.name, high_severity: true) },
+ class: "text-xs font-semibold text-destructive hover:underline" %>
+
+
+ <%= item.name %>
++ <%= item.last_synced_at ? "Synced #{time_ago_in_words(item.last_synced_at)} ago" : "Never synced" %> +
+
+ <%= icon "pencil", class: "w-5 h-5 text-secondary flex-shrink-0 mt-0.5" %>
+
<% end %>
+
+
+ No bank sync needed
++ All accounts support manual transaction entry at any time. Use the + <%= link_to "Accounts", accounts_path, class: "link" %> page to add transactions manually. + To recalculate balances after a bulk import, use + <%= link_to "Sync Monitor", settings_sync_monitor_path, class: "link" %> → Force Sync All. +
+
+
diff --git a/app/views/settings/sync_monitors/_sync_row.html.erb b/app/views/settings/sync_monitors/_sync_row.html.erb
new file mode 100644
index 00000000..e454d86a
--- /dev/null
+++ b/app/views/settings/sync_monitors/_sync_row.html.erb
@@ -0,0 +1,61 @@
+
+
+ <%= title %>
+<%= count %>
+
+ <%= icon icon_name, class: "w-6 h-6" %>
+
+
+ <% if sync.syncable.present? %>
+ <% if %w[completed failed stale].include?(sync.status) %>
+ <%= button_to sync_target_settings_sync_monitor_path(id: sync.id), method: :post, class: "inline-flex items-center gap-1.5 px-3 py-1.5 rounded-full text-xs font-semibold bg-blue-50 text-blue-700 hover:bg-blue-100 transition-colors border border-blue-200 theme-dark:bg-blue-900/20 theme-dark:text-blue-400 theme-dark:border-blue-800 theme-dark:hover:bg-blue-900/40" do %>
+ <%= icon "play", class: "w-3 h-3" %>
+ Sync
+ <% end %>
+ <% else %>
+
+
+ Running
+
+ <% end %>
+ <% end %>
+
+ <% if %w[failed stale].include?(sync.status) %>
+ <%= button_to retry_sync_settings_sync_monitor_path(id: sync.id), method: :post, class: "inline-block px-3 py-1.5 rounded-full text-xs font-semibold bg-gray-50 text-gray-700 border border-gray-200 hover:bg-gray-100 transition-colors theme-dark:bg-gray-800 theme-dark:text-gray-300 theme-dark:border-gray-700 theme-dark:hover:bg-gray-700" do %>
+ Retry
+ <% end %>
+ <%= button_to dismiss_sync_settings_sync_monitor_path(id: sync.id), method: :post, class: "inline-block px-3 py-1.5 rounded-full text-xs font-semibold bg-red-50 text-red-600 border border-red-200 hover:bg-red-100 transition-colors theme-dark:bg-red-900/20 theme-dark:text-red-400 theme-dark:border-red-800 theme-dark:hover:bg-red-900/40" do %>
+ Dismiss
+ <% end %>
+ <% end %>
+
+
+
+
+ Sync Monitor
+Manage and trigger sync operations for all accounts.
+
+ <%= form_with url: sync_target_settings_sync_monitor_path, method: :post, class: "flex items-center gap-2" do |f| %>
+ <%= f.select :syncable_key,
+ options_for_select(sync_target_options),
+ { prompt: "Select target to sync..." },
+ class: "text-sm rounded-xl border border-primary bg-container text-primary px-3 py-2 focus:ring-2 focus:ring-blue-500 focus:border-blue-500" %>
+ <%= f.button type: :submit, class: "inline-flex items-center gap-1.5 px-3 py-2 text-sm font-medium rounded-xl border border-primary bg-container text-primary hover:bg-surface-hover transition-colors" do %>
+ <%= icon "play", class: "w-4 h-4 text-secondary" %>
+ Sync
+ <% end %>
+ <% end %>
+
+ <%= render DS::Button.new(
+ text: "Force Sync All",
+ variant: "primary",
+ icon: "refresh-cw",
+ href: sync_all_settings_sync_monitor_path
+ ) %>
+
+
+
+
+
+<% end %>
diff --git a/config/routes.rb b/config/routes.rb
index 94aca172..d920944a 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -107,10 +107,20 @@
resource :llm_usage, only: :show
resource :guides, only: :show
resource :bank_sync, only: :show, controller: "bank_sync"
- resource :providers, only: %i[show update]
+ resource :providers, only: %i[show update] do
+ post :test_connection, on: :collection
+ end
resources :provider_directories, path: "providers-directory", except: :show do
patch :restore, on: :member
end
+ resource :sync_monitor, only: :show, controller: "sync_monitors" do
+ post :sync_target, on: :member
+ post :retry_sync, on: :member
+ post :retry_all_failed, on: :collection
+ post :dismiss_sync, on: :member
+ post :dismiss_all_stale, on: :collection
+ post :sync_all, on: :collection
+ end
end
resource :subscription, only: %i[new show create] do
diff --git a/test/controllers/settings/providers_controller_test.rb b/test/controllers/settings/providers_controller_test.rb
index 1e76e028..9a5468f0 100644
--- a/test/controllers/settings/providers_controller_test.rb
+++ b/test/controllers/settings/providers_controller_test.rb
@@ -8,13 +8,10 @@ class Settings::ProvidersControllerTest < ActionDispatch::IntegrationTest
Provider::Factory.ensure_adapters_loaded
end
- test "cannot access when self hosting is disabled" do
+ test "should get show regardless of hosting mode (managed)" do
with_env_overrides(SELF_HOSTED: "false") do
get settings_providers_url
- assert_response :forbidden
-
- patch settings_providers_url, params: { setting: { plaid_client_id: "test123" } }
- assert_response :forbidden
+ assert_response :success
end
end
@@ -332,4 +329,51 @@ class Settings::ProvidersControllerTest < ActionDispatch::IntegrationTest
# is more explicit and reliable for checking if a method is actually defined
end
end
+
+ test "updates global activation toggles" do
+ with_self_hosting do
+ # Set initial states
+ Setting.plaid_enabled = true
+ Setting.simplefin_enabled = true
+ Setting.lunchflow_enabled = true
+
+ patch settings_providers_url, params: {
+ setting: {
+ plaid_enabled: "0",
+ simplefin_enabled: "0",
+ lunchflow_enabled: "0"
+ }
+ }
+
+ assert_redirected_to settings_providers_url
+ assert_equal false, Setting.plaid_enabled
+ assert_equal false, Setting.simplefin_enabled
+ assert_equal false, Setting.lunchflow_enabled
+ end
+ end
+
+ test "test_connection fails if credentials are not configured" do
+ Setting.dynamic_fields = {}
+ with_env_overrides(PLAID_CLIENT_ID: nil, PLAID_SECRET: nil) do
+ post test_connection_settings_providers_url, params: { provider_key: "plaid" }
+ assert_response :success
+ json = JSON.parse(response.body)
+ assert_equal false, json["success"]
+ assert_match /not configured/, json["message"]
+ end
+ end
+
+ test "test_connection success for Plaid when client call succeeds" do
+ Setting.dynamic_fields = { "plaid_client_id" => "test_client", "plaid_secret" => "test_secret" }
+
+ mock_api = mock("plaid_api")
+ mock_api.expects(:categories_get).with({}).returns(true)
+ Plaid::PlaidApi.stubs(:new).returns(mock_api)
+
+ post test_connection_settings_providers_url, params: { provider_key: "plaid" }
+ assert_response :success
+ json = JSON.parse(response.body)
+ assert_equal true, json["success"]
+ assert_match /Connection successful/, json["message"]
+ end
end
diff --git a/test/controllers/settings/sync_monitors_controller_test.rb b/test/controllers/settings/sync_monitors_controller_test.rb
new file mode 100644
index 00000000..1cce117b
--- /dev/null
+++ b/test/controllers/settings/sync_monitors_controller_test.rb
@@ -0,0 +1,153 @@
+require "test_helper"
+
+class Settings::SyncMonitorsControllerTest < ActionDispatch::IntegrationTest
+ setup do
+ @admin = users(:family_admin)
+ @member = users(:family_member)
+ @family = @admin.family
+ @account = accounts(:depository) # Belongs to dylan_family
+ sign_in @admin
+ end
+
+ test "admin can view sync monitor page" do
+ Sync.create!(syncable: @family, status: "completed")
+ Sync.create!(syncable: @account, status: "failed", error: "Connection error")
+
+ get settings_sync_monitor_path
+ assert_response :success
+ assert_select "turbo-frame#sync_monitor_frame"
+ end
+
+ test "non-admin is redirected from sync monitor page" do
+ sign_in @member
+ get settings_sync_monitor_path
+ assert_redirected_to root_path
+ follow_redirect!
+ assert_equal "Not authorized", flash[:alert]
+ end
+
+ test "can retry a failed/stale sync" do
+ sync = Sync.create!(syncable: @account, status: "failed", error: "Connection error")
+
+ post retry_sync_settings_sync_monitor_path(id: sync.id)
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Sync re-queued successfully.", flash[:notice]
+ assert_equal "pending", sync.reload.status
+ end
+
+ test "cannot retry active/completed sync" do
+ sync = Sync.create!(syncable: @account, status: "completed")
+
+ post retry_sync_settings_sync_monitor_path(id: sync.id)
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Sync cannot be retried in its current state.", flash[:alert]
+ assert_equal "completed", sync.reload.status
+ end
+
+ test "can retry all failed syncs" do
+ sync1 = Sync.create!(syncable: @account, status: "failed")
+ sync2 = Sync.create!(syncable: @account, status: "failed")
+ sync3 = Sync.create!(syncable: @account, status: "completed")
+
+ post retry_all_failed_settings_sync_monitor_path
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Successfully re-queued 2 failed syncs.", flash[:notice]
+ assert_equal "pending", sync1.reload.status
+ assert_equal "pending", sync2.reload.status
+ assert_equal "completed", sync3.reload.status
+ end
+
+ test "cannot retry all failed syncs if none exist" do
+ post retry_all_failed_settings_sync_monitor_path
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "No failed syncs found to retry.", flash[:alert]
+ end
+
+ test "can dismiss a failed/stale sync" do
+ sync = Sync.create!(syncable: @account, status: "failed")
+
+ assert_difference "Sync.count", -1 do
+ post dismiss_sync_settings_sync_monitor_path(id: sync.id)
+ end
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Sync dismissed.", flash[:notice]
+ end
+
+ test "cannot dismiss an active/completed sync" do
+ sync = Sync.create!(syncable: @account, status: "completed")
+
+ assert_no_difference "Sync.count" do
+ post dismiss_sync_settings_sync_monitor_path(id: sync.id)
+ end
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Sync cannot be dismissed in its current state.", flash[:alert]
+ end
+
+ test "can dismiss all stale and failed syncs" do
+ sync1 = Sync.create!(syncable: @account, status: "stale")
+ sync2 = Sync.create!(syncable: @account, status: "failed")
+ sync3 = Sync.create!(syncable: @account, status: "completed")
+
+ post dismiss_all_stale_settings_sync_monitor_path
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Cleared 2 stale/failed syncs.", flash[:notice]
+
+ assert_nil Sync.find_by(id: sync1.id)
+ assert_nil Sync.find_by(id: sync2.id)
+ assert_not_nil Sync.find_by(id: sync3.id)
+ end
+
+ test "cannot dismiss all stale and failed syncs if none exist" do
+ post dismiss_all_stale_settings_sync_monitor_path
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "No stale or failed syncs to clear.", flash[:alert]
+ end
+
+ test "can trigger a full family sync" do
+ Family.any_instance.expects(:sync_later).once
+
+ post sync_all_settings_sync_monitor_path
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Full sync started for all accounts.", flash[:notice]
+ end
+
+ test "can filter by status query parameter" do
+ Sync.create!(syncable: @family, status: "completed")
+ Sync.create!(syncable: @account, status: "failed")
+
+ get settings_sync_monitor_path(status: "failed")
+ assert_response :success
+ end
+
+ test "can trigger sync for a specific sync target by sync id" do
+ sync = Sync.create!(syncable: @account, status: "completed")
+ Account.any_instance.expects(:sync_later).once
+
+ post sync_target_settings_sync_monitor_path(id: sync.id)
+ assert_redirected_to settings_sync_monitor_path
+ assert_match /Sync triggered for/, flash[:notice]
+ end
+
+ test "can trigger sync for a specific sync target by syncable_key" do
+ Account.any_instance.expects(:sync_later).once
+
+ post sync_target_settings_sync_monitor_path(syncable_key: "Account:#{@account.id}")
+ assert_redirected_to settings_sync_monitor_path
+ assert_match /Sync triggered for/, flash[:notice]
+ end
+
+ test "cannot sync an account belonging to a different family" do
+ other_family = families(:empty)
+ other_account = Account.create!(
+ name: "Other Account",
+ family: other_family,
+ currency: "USD",
+ balance: 100,
+ accountable: depositories(:one)
+ )
+
+ post sync_target_settings_sync_monitor_path(syncable_key: "Account:#{other_account.id}")
+ assert_redirected_to settings_sync_monitor_path
+ assert_equal "Sync target not found, unauthorized, or cannot be synced.", flash[:alert]
+ end
+end
diff --git a/test/models/sync_test.rb b/test/models/sync_test.rb
index 21ee779d..5a4b9adf 100644
--- a/test/models/sync_test.rb
+++ b/test/models/sync_test.rb
@@ -235,4 +235,51 @@ class SyncTest < ActiveSupport::TestCase
assert_equal new_start, sync.window_start_date
assert_equal new_end, sync.window_end_date
end
+
+ test "for_family scope returns correct scoped syncs" do
+ family = families(:dylan_family)
+ account = accounts(:depository)
+ sync_family = Sync.create!(syncable: family)
+ sync_account = Sync.create!(syncable: account)
+
+ syncs = Sync.for_family(family)
+ assert_includes syncs, sync_family
+ assert_includes syncs, sync_account
+ end
+
+ test "retry! resets state and re-enqueues sync job" do
+ sync = Sync.create!(syncable: accounts(:depository), status: "failed", error: "Fatal error", failed_at: Time.current)
+
+ assert_enqueued_with(job: SyncJob, args: [ sync.id ]) do
+ sync.retry!
+ end
+
+ sync.reload
+ assert_equal "pending", sync.status
+ assert_nil sync.error
+ assert_nil sync.failed_at
+ end
+
+ test "dismiss! destroys failed or stale sync" do
+ sync = Sync.create!(syncable: accounts(:depository), status: "failed")
+ assert_difference "Sync.count", -1 do
+ sync.dismiss!
+ end
+ end
+
+ test "duration calculates correct difference" do
+ sync = Sync.create!(syncable: accounts(:depository), status: "syncing", syncing_at: 10.seconds.ago)
+ sync.update_columns(completed_at: Time.current)
+ assert_equal 10, sync.duration
+ end
+
+ test "syncable_label returns human readable labels" do
+ family = families(:dylan_family)
+ sync_family = Sync.new(syncable: family)
+ assert_equal "Family Sync", sync_family.syncable_label
+
+ account = accounts(:depository)
+ sync_account = Sync.new(syncable: account)
+ assert_match(/checking/i, sync_account.syncable_label)
+ end
end
+ <% if @summary[:failed] > 0 %>
+ <%= button_to retry_all_failed_settings_sync_monitor_path, method: :post, class: "inline-flex items-center gap-1.5 px-3 py-2 text-sm font-medium rounded-xl border border-primary bg-container text-primary hover:bg-surface-hover transition-colors" do %>
+ <%= icon "rotate-ccw", class: "w-4 h-4 text-secondary" %>
+ Retry All Failed
+ <% end %>
+ <% end %>
+
+ <% if @summary[:stale] > 0 || @summary[:failed] > 0 %>
+ <%= button_to dismiss_all_stale_settings_sync_monitor_path, method: :post, class: "inline-flex items-center gap-1.5 px-3 py-2 text-sm font-medium rounded-xl border border-red-200 bg-container text-red-600 hover:bg-red-50 transition-colors", data: { confirm: "Are you sure you want to clear all stale and failed syncs?" } do %>
+ <%= icon "trash-2", class: "w-4 h-4 text-red-600" %>
+ Dismiss Stale/Failed
+ <% end %>
+ <% end %>
+
+
+
+
+ <%= render "settings/sync_monitors/summary_card",
+ title: "Pending",
+ count: @summary[:pending],
+ icon_name: "clock",
+ color_classes: "bg-gray-100 text-gray-600 theme-dark:bg-gray-800 theme-dark:text-gray-400" %>
+
+ <%= render "settings/sync_monitors/summary_card",
+ title: "Syncing",
+ count: @summary[:syncing],
+ icon_name: "refresh-cw",
+ color_classes: "bg-blue-100 text-blue-600 theme-dark:bg-blue-900/30 theme-dark:text-blue-400" %>
+
+ <%= render "settings/sync_monitors/summary_card",
+ title: "Failed",
+ count: @summary[:failed],
+ icon_name: "alert-triangle",
+ color_classes: "bg-red-100 text-red-600 theme-dark:bg-red-950/30 theme-dark:text-red-400" %>
+
+ <%= render "settings/sync_monitors/summary_card",
+ title: "Stale",
+ count: @summary[:stale],
+ icon_name: "alert-circle",
+ color_classes: "bg-amber-100 text-amber-600 theme-dark:bg-amber-950/30 theme-dark:text-amber-400" %>
+
+ <%= render "settings/sync_monitors/summary_card",
+ title: "Completed (24h)",
+ count: @summary[:completed],
+ icon_name: "check-circle",
+ color_classes: "bg-green-100 text-green-600 theme-dark:bg-green-950/30 theme-dark:text-green-400" %>
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ <% if @summary[:pending] > 0 || @summary[:syncing] > 0 %>
+
+
+ Sync active... updates live
+
+ <% end %>
+
+ <% if @syncs.any? %>
+
+
+
+ <% else %>
+
+ | Status | +Target | +Error Message | +Duration | +Started At | +Ended At | +Actions | +
|---|
+
+ <% end %>
+ No sync entries found
+