BillTracker/client/components/admin/BankSyncAdminCard.jsx

265 lines
11 KiB
React
Raw Normal View History

import React, { useState, useEffect } from 'react';
import { AlertTriangle, Info } from 'lucide-react';
import { toast } from 'sonner';
import { api } from '@/api';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Card, CardHeader, CardTitle, CardContent } from '@/components/ui/card';
import { Toggle } from './adminShared';
function timeAgo(iso) {
if (!iso) return null;
const secs = Math.floor((Date.now() - new Date(iso).getTime()) / 1000);
if (secs < 60) return 'just now';
if (secs < 3600) return `${Math.floor(secs / 60)}m ago`;
if (secs < 86400) return `${Math.floor(secs / 3600)}h ago`;
return `${Math.floor(secs / 86400)}d ago`;
}
function timeUntil(iso) {
if (!iso) return null;
const secs = Math.floor((new Date(iso).getTime() - Date.now()) / 1000);
if (secs <= 0) return 'soon';
if (secs < 60) return `${secs}s`;
if (secs < 3600) return `${Math.floor(secs / 60)}m`;
return `${Math.floor(secs / 3600)}h`;
}
export default function BankSyncAdminCard() {
const [config, setConfig] = useState(null);
const [loading, setLoading] = useState(true);
const [loadError, setLoadError] = useState('');
const [saving, setSaving] = useState(false);
const [enabled, setEnabled] = useState(false);
const [syncInterval, setSyncInterval] = useState(4);
const [syncDays, setSyncDays] = useState(30);
useEffect(() => {
api.bankSyncConfig()
.then(d => {
setConfig(d);
setEnabled(!!d.enabled);
setSyncInterval(d.sync_interval_hours ?? 4);
setSyncDays(d.sync_days ?? 30);
})
.catch(err => setLoadError(err.message || 'Failed to load bank sync config'))
.finally(() => setLoading(false));
}, []);
const handleSave = async () => {
const hours = parseFloat(syncInterval);
const days = parseInt(syncDays, 10);
const maxDays = config?.sync_days_max ?? 45;
if (!Number.isFinite(hours) || hours < 0.5 || hours > 168) {
toast.error('Sync interval must be between 0.5 and 168 hours.');
return;
}
if (!Number.isFinite(days) || days < 1 || days > maxDays) {
toast.error(`Routine sync lookback must be 1${maxDays} days. SimpleFIN Bridge enforces a ${maxDays}-day hard limit — values above ${maxDays} return errors.`);
return;
}
setSaving(true);
try {
const result = await api.setBankSyncConfig({ enabled, sync_interval_hours: hours, sync_days: days });
setConfig(result);
setEnabled(!!result.enabled);
setSyncInterval(result.sync_interval_hours ?? 4);
setSyncDays(result.sync_days ?? 30);
toast.success('Bank sync settings saved.');
} catch (err) {
toast.error(err.message || 'Failed to update bank sync setting.');
} finally {
setSaving(false);
}
};
if (loading) {
return (
<Card>
<CardContent className="py-8 text-center text-muted-foreground text-sm">
Loading
</CardContent>
</Card>
);
}
if (loadError) {
return (
<Card>
<CardContent className="py-8 text-center text-sm text-destructive">
{loadError}
</CardContent>
</Card>
);
}
const changed = enabled !== !!config?.enabled
|| parseFloat(syncInterval) !== config?.sync_interval_hours
|| parseInt(syncDays, 10) !== config?.sync_days;
const worker = config?.worker;
const seedDays = config?.seed_days ?? 44;
const maxDays = config?.sync_days_max ?? 45;
return (
<Card>
<CardHeader className="pb-4">
<CardTitle>Bank Sync (SimpleFIN)</CardTitle>
<p className="text-sm text-muted-foreground mt-1">
Allow users to connect their own SimpleFIN Bridge account to sync
read-only bank transactions. Each user manages their own connection
from the Data page no bank credentials are stored.
</p>
</CardHeader>
<CardContent className="space-y-5">
{/* Enable toggle */}
<div className="flex items-center justify-between">
<div>
<p className="text-sm font-medium">Allow users to connect SimpleFIN</p>
<p className="text-xs text-muted-foreground mt-0.5">
When enabled, users see a Bank Sync section on their Data page.
</p>
</div>
<Toggle
checked={enabled}
onChange={v => setEnabled(v)}
label="Enable bank sync"
/>
</div>
{/* Sync interval */}
<div className="flex items-center justify-between gap-4">
<div>
<p className="text-sm font-medium">Auto-sync interval</p>
<p className="text-xs text-muted-foreground mt-0.5">
How often the background worker checks for new transactions.
</p>
</div>
<div className="flex items-center gap-2 shrink-0">
<Input
type="number"
min="0.5"
max="168"
step="0.5"
value={syncInterval}
onChange={e => setSyncInterval(e.target.value)}
className="w-20 text-sm text-right"
/>
<span className="text-sm text-muted-foreground">hrs</span>
</div>
</div>
{/* Sync window — two-mode explainer */}
<div className="space-y-3">
<div>
<p className="text-sm font-medium">Sync lookback windows</p>
<p className="text-xs text-muted-foreground mt-0.5">
SimpleFIN uses two different windows depending on sync type.
</p>
</div>
{/* Initial / backfill — read-only */}
<div className="rounded-lg border border-border/50 bg-muted/20 px-4 py-3 space-y-1">
<div className="flex items-center justify-between">
<p className="text-xs font-semibold text-muted-foreground uppercase tracking-wide">
Initial connect &amp; backfill
</p>
<span className="font-mono text-sm font-bold">{seedDays} days</span>
</div>
<p className="text-xs text-muted-foreground">
The first sync (and any manual backfill) fetches up to <strong>{seedDays} days</strong> of
history to build a complete transaction picture. This is fixed SimpleFIN Bridge enforces a
strict <strong>{maxDays}-day hard limit</strong>, so this stays one day under it to avoid
latency-related errors.
</p>
</div>
{/* Routine sync — editable */}
<div className="flex items-start justify-between gap-4">
<div className="flex-1 min-w-0">
<p className="text-sm font-medium">Routine sync lookback</p>
<p className="text-xs text-muted-foreground mt-0.5">
How far back each auto-sync and manual "Sync Now" looks after the initial connect.
Recommended: <strong>730 days</strong>. Setting this near 45 increases request size
and duplicate-skip work with no benefit once history is established.
</p>
</div>
<div className="flex items-center gap-2 shrink-0">
<Input
type="number"
min="1"
max={maxDays}
step="1"
value={syncDays}
onChange={e => setSyncDays(Math.min(maxDays, Math.max(1, parseInt(e.target.value, 10) || 30)))}
className="w-20 text-sm text-right"
/>
<span className="text-sm text-muted-foreground">days</span>
</div>
</div>
{/* Amber warning at the SimpleFIN limit */}
{parseInt(syncDays, 10) >= maxDays && (
<div className="flex items-start gap-2 rounded-lg border border-amber-500/30 bg-amber-500/8 px-3 py-2.5">
<AlertTriangle className="h-3.5 w-3.5 text-amber-500 shrink-0 mt-0.5" />
<p className="text-xs text-amber-600 dark:text-amber-400">
{maxDays} days is SimpleFIN Bridge&apos;s maximum. Requests at this limit may occasionally
fail due to request latency 30 days or less is recommended for reliable routine syncs.
</p>
</div>
)}
{/* Always-visible hard-limit note */}
<div className="flex items-start gap-2 text-xs text-muted-foreground">
<Info className="h-3.5 w-3.5 shrink-0 mt-0.5" />
<span>
SimpleFIN Bridge enforces a <strong>{maxDays}-day maximum</strong> on all requests.
Any value above {maxDays} will cause sync errors for all users.
</span>
</div>
</div>
{/* Auto-sync worker status */}
{config?.enabled && worker && (
<div className="rounded-lg border border-border/60 bg-muted/20 px-4 py-3 space-y-2">
<p className="text-xs font-semibold uppercase tracking-widest text-muted-foreground">Auto-sync worker</p>
<div className="grid grid-cols-2 gap-x-6 gap-y-1 text-sm sm:grid-cols-3">
<div>
<p className="text-xs text-muted-foreground">Status</p>
<p className="font-medium flex items-center gap-1.5">
<span className={`h-1.5 w-1.5 rounded-full ${worker.running ? 'bg-amber-500 animate-pulse' : 'bg-emerald-500'}`} />
{worker.running ? 'Running' : 'Idle'}
</p>
</div>
<div>
<p className="text-xs text-muted-foreground">Last run</p>
<p className="font-medium">{worker.last_run_at ? timeAgo(worker.last_run_at) : '—'}</p>
</div>
<div>
<p className="text-xs text-muted-foreground">Next run</p>
<p className="font-medium">{worker.next_run_at ? `in ${timeUntil(worker.next_run_at)}` : '—'}</p>
</div>
</div>
</div>
)}
{/* Encryption note */}
<p className="text-xs text-muted-foreground border-t border-border/50 pt-3">
{config?.encryption_key_source === 'env'
? <>SimpleFIN credentials are encrypted at rest. Encryption key is loaded from <code className="font-mono">TOKEN_ENCRYPTION_KEY</code> stored separately from the database, so a database backup alone cannot decrypt credentials.</>
: <>SimpleFIN credentials are encrypted, but the key is stored in the same database as the data. A database backup or file-level read includes everything needed to decrypt credentials. Set <code className="font-mono">TOKEN_ENCRYPTION_KEY</code> in your environment to keep the key separate.</>
}{' '}
Regular database backups preserve all user connections.
</p>
<div className="flex justify-end">
<Button onClick={handleSave} disabled={saving || !changed}>
{saving ? 'Saving…' : 'Save'}
</Button>
</div>
</CardContent>
</Card>
);
}