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>

app/views/accounts/_logo.html.erb

@@ -7,7 +7,7 @@
   "full" => "w-full h-full"
 } %>
 
-<% if account.plaid_account_id? && account.institution_domain.present? && Setting.brand_fetch_client_id.present? %>
+<% if account.linked? && account.institution_domain.present? && Setting.brand_fetch_client_id.present? %>
   <%= image_tag "https://cdn.brandfetch.io/#{account.institution_domain}/icon/fallback/lettermark/w/40/h/40?c=#{Setting.brand_fetch_client_id}", class: "shrink-0 rounded-full #{size_classes[size]}" %>
 <% elsif account.logo.attached? %>
   <%= image_tag account.logo, class: "shrink-0 rounded-full #{size_classes[size]}" %>

app/views/accounts/show/_activity.html.erb

@@ -4,7 +4,7 @@
   <div class="bg-container p-5 shadow-border-xs rounded-xl">
     <div class="flex items-center justify-between mb-4" data-testid="activity-menu">
       <%= tag.h2 t(".title"), class: "font-medium text-lg" %>
-      <% unless @account.plaid_account_id.present? %>
+      <% unless @account.linked? %>
         <%= render DS::Menu.new(variant: "button") do |menu| %>
           <% menu.with_button(text: "New", variant: "secondary", icon: "plus") %>
 

app/views/holdings/show.html.erb

@@ -85,7 +85,7 @@
       </div>
     <% end %>
 
-    <% unless @holding.account.plaid_account_id.present? %>
+    <% if @holding.account.can_delete_holdings? %>
       <% dialog.with_section(title: t(".settings"), open: true) do %>
         <div class="pb-4">
           <div class="flex items-center justify-between gap-2 p-3">

app/views/simplefin_items/show.html.erb

@@ -63,10 +63,10 @@
               <p class="text-sm font-medium text-primary">
                 <%= number_to_currency(simplefin_account.current_balance || 0) %>
               </p>
-              <% if simplefin_account.account %>
+              <% if simplefin_account.current_account %>
                 <%= render DS::Link.new(
                   text: "View Account",
-                  href: account_path(simplefin_account.account),
+                  href: account_path(simplefin_account.current_account),
                   variant: :outline
                 ) %>
               <% else %>