mirror of
https://github.com/we-promise/sure.git
synced 2026-04-18 03:24:09 +00:00
Providers factory (#250)
* Implement providers factory * Multiple providers sync support - Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced - Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility - Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex - Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.) * Add generic provider_import_adapter * Finish unified import strategy * Update app/models/plaid_account.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Update app/models/provider/factory.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Fix account linked by plaid_id instead of external_id * Parse numerics to BigDecimal Parse numerics to BigDecimal before computing amount; guard nils. Avoid String * String and float drift; also normalize date. * Fix incorrect usage of assert_raises. * Fix linter * Fix processor test. * Update current_balance_manager.rb * Test fixes * Fix plaid linked account test * Add support for holding per account_provider * Fix proper account access Also fix account deletion for simpefin too * FIX match tests for consistency * Some more factory updates * Fix account schema for multipe providers Can do: - Account #1 → PlaidAccount + SimplefinAccount (multiple different providers) - Account #2 → PlaidAccount only - Account #3 → SimplefinAccount only Cannot do: - Account #1 → PlaidAccount + PlaidAccount (duplicate provider type) - PlaidAccount #123 → Account #1 + Account #2 (provider linked to multiple accounts) * Fix account setup - An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type]) - Each provider should maintain its own separate entries - We should NOT update one provider's entry when another provider syncs * Fix linter and guard migration * FIX linter issues. * Fixes - Remove duplicated index - Pass account_provider_id - Guard holdings call to avoid NoMethodError * Update schema and provider import fix * Plaid doesn't allow holdings deletion * Use ClimateControl for proper env setup * No need for this in .git --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
@@ -6,42 +6,26 @@ class SimplefinEntry::Processor
|
||||
end
|
||||
|
||||
def process
|
||||
SimplefinAccount.transaction do
|
||||
entry = account.entries.find_or_initialize_by(plaid_id: external_id) do |e|
|
||||
e.entryable = Transaction.new
|
||||
end
|
||||
|
||||
entry.assign_attributes(
|
||||
amount: amount,
|
||||
currency: currency,
|
||||
date: date
|
||||
)
|
||||
|
||||
entry.enrich_attribute(
|
||||
:name,
|
||||
name,
|
||||
source: "simplefin"
|
||||
)
|
||||
|
||||
# SimpleFin provides no category data - categories will be set by AI or rules
|
||||
|
||||
if merchant
|
||||
entry.transaction.enrich_attribute(
|
||||
:merchant_id,
|
||||
merchant.id,
|
||||
source: "simplefin"
|
||||
)
|
||||
end
|
||||
|
||||
entry.save!
|
||||
end
|
||||
import_adapter.import_transaction(
|
||||
external_id: external_id,
|
||||
amount: amount,
|
||||
currency: currency,
|
||||
date: date,
|
||||
name: name,
|
||||
source: "simplefin",
|
||||
merchant: merchant
|
||||
)
|
||||
end
|
||||
|
||||
private
|
||||
attr_reader :simplefin_transaction, :simplefin_account
|
||||
|
||||
def import_adapter
|
||||
@import_adapter ||= Account::ProviderImportAdapter.new(account)
|
||||
end
|
||||
|
||||
def account
|
||||
simplefin_account.account
|
||||
simplefin_account.current_account
|
||||
end
|
||||
|
||||
def data
|
||||
|
||||
Reference in New Issue
Block a user