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Mercury integration (#723)
* Initial mercury impl * FIX both mercury and generator class * Finish mercury integration and provider generator * Fix schema * Fix linter and tags * Update routes.rb * Avoid schema drift --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
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soky srm
@@ -318,11 +318,11 @@ class Provider::FamilyGenerator < Rails::Generators::NamedBase
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# Add section before the last closing div (at end of file)
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section_content = <<~ERB
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<%%= settings_section title: "#{class_name}", collapsible: true, open: false do %>
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<%= settings_section title: "#{class_name}", collapsible: true, open: false do %>
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<turbo-frame id="#{file_name}-providers-panel">
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<%%= render "settings/providers/#{file_name}_panel" %>
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<%= render "settings/providers/#{file_name}_panel" %>
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</turbo-frame>
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<%% end %>
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<% end %>
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ERB
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# Insert before the final </div> at the end of file
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@@ -331,6 +331,99 @@ class Provider::FamilyGenerator < Rails::Generators::NamedBase
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end
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end
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def update_accounts_controller
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controller_path = "app/controllers/accounts_controller.rb"
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return unless File.exist?(controller_path)
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content = File.read(controller_path)
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items_var = "@#{file_name}_items"
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# Check if already added
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if content.include?(items_var)
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say "Accounts controller already has #{items_var}", :skip
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return
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end
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# Add to index action - find the last @*_items line and insert after it
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lines = content.lines
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last_items_index = nil
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lines.each_with_index do |line, index|
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if line =~ /@\w+_items = family\.\w+_items\.ordered/
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last_items_index = index
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end
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end
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if last_items_index
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indentation = lines[last_items_index][/^\s*/]
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new_line = "#{indentation}#{items_var} = family.#{file_name}_items.ordered.includes(:syncs, :#{file_name}_accounts)\n"
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lines.insert(last_items_index + 1, new_line)
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File.write(controller_path, lines.join)
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say "Added #{items_var} to accounts controller index", :green
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else
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say "Could not find @*_items assignments in accounts controller", :yellow
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end
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# Add sync stats map
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add_accounts_controller_sync_stats_map(controller_path)
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end
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def update_accounts_index_view
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view_path = "app/views/accounts/index.html.erb"
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return unless File.exist?(view_path)
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content = File.read(view_path)
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items_var = "@#{file_name}_items"
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if content.include?(items_var)
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say "Accounts index view already has #{class_name} section", :skip
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return
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end
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# Add to empty check - find the existing pattern and append our check
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content = content.gsub(
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/@coinstats_items\.empty\? %>/,
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"@coinstats_items.empty? && #{items_var}.empty? %>"
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)
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# Add provider section before manual_accounts
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section = <<~ERB
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<% if #{items_var}.any? %>
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<%= render #{items_var}.sort_by(&:created_at) %>
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<% end %>
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ERB
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content = content.gsub(
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/<% if @manual_accounts\.any\? %>/,
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"#{section.strip}\n\n <% if @manual_accounts.any? %>"
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)
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File.write(view_path, content)
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say "Added #{class_name} section to accounts index view", :green
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end
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def create_locale_file
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locale_dir = "config/locales/views/#{file_name}_items"
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locale_path = "#{locale_dir}/en.yml"
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if File.exist?(locale_path)
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say "Locale file already exists: #{locale_path}", :skip
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return
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end
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FileUtils.mkdir_p(locale_dir)
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template "locale.en.yml.tt", locale_path
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say "Created locale file: #{locale_path}", :green
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end
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def update_source_enums
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# Add the new provider to the source enum in ProviderMerchant and DataEnrichment
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# These enums track which provider created a merchant or enrichment record
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update_source_enum("app/models/provider_merchant.rb")
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update_source_enum("app/models/data_enrichment.rb")
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end
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def show_summary
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say "\n" + "=" * 80, :green
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say "Successfully generated per-family provider: #{class_name}", :green
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@@ -395,6 +488,77 @@ class Provider::FamilyGenerator < Rails::Generators::NamedBase
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private
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def update_source_enum(model_path)
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return unless File.exist?(model_path)
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content = File.read(model_path)
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model_name = File.basename(model_path, ".rb").camelize
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# Check if provider is already in the enum
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if content.include?("#{file_name}: \"#{file_name}\"")
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say "#{model_name} source enum already includes #{file_name}", :skip
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return
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end
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# Find the enum :source line and add the new provider
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# Pattern: enum :source, { key: "value", ... }
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if content =~ /(enum :source, \{[^}]+)(})/
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# Insert the new provider before the closing brace
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updated_content = content.sub(
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/(enum :source, \{[^}]+)(})/,
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"\\1, #{file_name}: \"#{file_name}\"\\2"
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)
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File.write(model_path, updated_content)
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say "Added #{file_name} to #{model_name} source enum", :green
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else
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say "Could not find source enum in #{model_name}", :yellow
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end
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end
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def add_accounts_controller_sync_stats_map(controller_path)
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content = File.read(controller_path)
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stats_var = "@#{file_name}_sync_stats_map"
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if content.include?(stats_var)
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say "Accounts controller already has #{stats_var}", :skip
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return
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end
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# Find the build_sync_stats_maps method and add our stats map before the closing 'end'
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sync_stats_block = <<~RUBY
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# #{class_name} sync stats
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#{stats_var} = {}
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@#{file_name}_items.each do |item|
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latest_sync = item.syncs.ordered.first
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#{stats_var}[item.id] = latest_sync&.sync_stats || {}
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end
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RUBY
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lines = content.lines
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method_start = nil
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method_end = nil
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indent_level = 0
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lines.each_with_index do |line, index|
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if line.include?("def build_sync_stats_maps")
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method_start = index
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indent_level = line[/^\s*/].length
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elsif method_start && line =~ /^#{' ' * indent_level}end\s*$/
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method_end = index
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break
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end
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end
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if method_end
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lines.insert(method_end, sync_stats_block)
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File.write(controller_path, lines.join)
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say "Added #{stats_var} to build_sync_stats_maps", :green
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else
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say "Could not find build_sync_stats_maps method end", :yellow
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end
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end
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def table_name
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"#{file_name}_items"
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end
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147
lib/generators/provider/family/templates/locale.en.yml.tt
Normal file
147
lib/generators/provider/family/templates/locale.en.yml.tt
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@@ -0,0 +1,147 @@
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---
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en:
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<%= file_name %>_items:
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create:
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success: <%= class_name %> connection created successfully
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destroy:
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success: <%= class_name %> connection removed
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index:
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title: <%= class_name %> Connections
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loading:
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loading_message: Loading <%= class_name %> accounts...
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loading_title: Loading
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link_accounts:
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all_already_linked:
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one: "The selected account (%%{names}) is already linked"
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other: "All %%{count} selected accounts are already linked: %%{names}"
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api_error: "API error: %%{message}"
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invalid_account_names:
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one: "Cannot link account with blank name"
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other: "Cannot link %%{count} accounts with blank names"
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link_failed: Failed to link accounts
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no_accounts_selected: Please select at least one account
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no_api_key: <%= class_name %> API key not found. Please configure it in Provider Settings.
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partial_invalid: "Successfully linked %%{created_count} account(s), %%{already_linked_count} were already linked, %%{invalid_count} account(s) had invalid names"
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partial_success: "Successfully linked %%{created_count} account(s). %%{already_linked_count} account(s) were already linked: %%{already_linked_names}"
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success:
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one: "Successfully linked %%{count} account"
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other: "Successfully linked %%{count} accounts"
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<%= file_name %>_item:
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accounts_need_setup: Accounts need setup
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delete: Delete connection
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deletion_in_progress: deletion in progress...
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error: Error
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no_accounts_description: This connection has no linked accounts yet.
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no_accounts_title: No accounts
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setup_action: Set Up New Accounts
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setup_description: "%%{linked} of %%{total} accounts linked. Choose account types for your newly imported <%= class_name %> accounts."
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setup_needed: New accounts ready to set up
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status: "Synced %%{timestamp} ago"
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status_never: Never synced
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status_with_summary: "Last synced %%{timestamp} ago - %%{summary}"
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syncing: Syncing...
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total: Total
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unlinked: Unlinked
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select_accounts:
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accounts_selected: accounts selected
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api_error: "API error: %%{message}"
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cancel: Cancel
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configure_name_in_provider: Cannot import - please configure account name in <%= class_name %>
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description: Select the accounts you want to link to your %%{product_name} account.
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link_accounts: Link selected accounts
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no_accounts_found: No accounts found. Please check your API key configuration.
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no_api_key: <%= class_name %> API key is not configured. Please configure it in Settings.
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no_credentials_configured: Please configure your <%= class_name %> credentials first in Provider Settings.
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no_name_placeholder: "(No name)"
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title: Select <%= class_name %> Accounts
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select_existing_account:
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account_already_linked: This account is already linked to a provider
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all_accounts_already_linked: All <%= class_name %> accounts are already linked
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api_error: "API error: %%{message}"
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cancel: Cancel
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configure_name_in_provider: Cannot import - please configure account name in <%= class_name %>
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description: Select a <%= class_name %> account to link with this account. Transactions will be synced and deduplicated automatically.
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link_account: Link account
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no_account_specified: No account specified
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no_accounts_found: No <%= class_name %> accounts found. Please check your API key configuration.
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no_api_key: <%= class_name %> API key is not configured. Please configure it in Settings.
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no_credentials_configured: Please configure your <%= class_name %> credentials first in Provider Settings.
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no_name_placeholder: "(No name)"
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title: "Link %%{account_name} with <%= class_name %>"
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link_existing_account:
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account_already_linked: This account is already linked to a provider
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api_error: "API error: %%{message}"
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invalid_account_name: Cannot link account with blank name
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provider_account_already_linked: This <%= class_name %> account is already linked to another account
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provider_account_not_found: <%= class_name %> account not found
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missing_parameters: Missing required parameters
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no_api_key: <%= class_name %> API key not found. Please configure it in Provider Settings.
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success: "Successfully linked %%{account_name} with <%= class_name %>"
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setup_accounts:
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account_type_label: "Account Type:"
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all_accounts_linked: "All your <%= class_name %> accounts have already been set up."
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api_error: "API error: %%{message}"
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fetch_failed: "Failed to Fetch Accounts"
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no_accounts_to_setup: "No Accounts to Set Up"
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no_api_key: "<%= class_name %> API key is not configured. Please check your connection settings."
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account_types:
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skip: Skip this account
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depository: Checking or Savings Account
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credit_card: Credit Card
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investment: Investment Account
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loan: Loan or Mortgage
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other_asset: Other Asset
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subtype_labels:
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depository: "Account Subtype:"
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credit_card: ""
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investment: "Investment Type:"
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loan: "Loan Type:"
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other_asset: ""
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subtype_messages:
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credit_card: "Credit cards will be automatically set up as credit card accounts."
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other_asset: "No additional options needed for Other Assets."
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subtypes:
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depository:
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checking: Checking
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savings: Savings
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hsa: Health Savings Account
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cd: Certificate of Deposit
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money_market: Money Market
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investment:
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brokerage: Brokerage
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pension: Pension
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retirement: Retirement
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"401k": "401(k)"
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roth_401k: "Roth 401(k)"
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"403b": "403(b)"
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tsp: Thrift Savings Plan
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"529_plan": "529 Plan"
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hsa: Health Savings Account
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mutual_fund: Mutual Fund
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ira: Traditional IRA
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roth_ira: Roth IRA
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angel: Angel
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loan:
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mortgage: Mortgage
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student: Student Loan
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auto: Auto Loan
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other: Other Loan
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balance: Balance
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cancel: Cancel
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choose_account_type: "Choose the correct account type for each <%= class_name %> account:"
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create_accounts: Create Accounts
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creating_accounts: Creating Accounts...
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historical_data_range: "Historical Data Range:"
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subtitle: Choose the correct account types for your imported accounts
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sync_start_date_help: Select how far back you want to sync transaction history.
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sync_start_date_label: "Start syncing transactions from:"
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title: Set Up Your <%= class_name %> Accounts
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complete_account_setup:
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all_skipped: "All accounts were skipped. No accounts were created."
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creation_failed: "Failed to create accounts: %%{error}"
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no_accounts: "No accounts to set up."
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success: "Successfully created %%{count} account(s)."
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sync:
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success: Sync started
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update:
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success: <%= class_name %> connection updated
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