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Providers sharing (#1273)

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* third party provider scoping

* Simplify logic and allow only admins to mange providers

* Broadcast fixes

* FIX tests and build

* Fixes

* Reviews

* Scope merchants

* DRY fixes
This commit is contained in:
soky srm
2026-03-25 17:47:04 +01:00
committed by GitHub
parent 1627cf197b
commit 9410e5b38d
74 changed files with 588 additions and 583 deletions
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7
app/controllers/indexa_capital_items_controller.rb
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@@ -4,6 +4,7 @@ class IndexaCapitalItemsController < ApplicationController
ALLOWED_ACCOUNTABLE_TYPES = %w[Depository CreditCard Investment Loan OtherAsset OtherLiability Crypto Property Vehicle].freeze
before_action :set_indexa_capital_item, only: [ :show, :edit, :update, :destroy, :sync, :setup_accounts, :complete_account_setup ]
before_action :require_admin!, only: [ :new, :create, :preload_accounts, :select_accounts, :link_accounts, :select_existing_account, :link_existing_account, :edit, :update, :destroy, :sync, :setup_accounts, :complete_account_setup ]
def index
@indexa_capital_items = Current.family.indexa_capital_items.ordered
@@ -290,6 +291,7 @@ class IndexaCapitalItemsController < ApplicationController
accountable: accountable_class.new
)
account.auto_share_with_family! if Current.family.share_all_by_default?
indexa_capital_account.ensure_account_provider!(account)
account
end
@@ -303,12 +305,15 @@ class IndexaCapitalItemsController < ApplicationController
accountable_attrs[:subtype] = config[:subtype]
end
Current.family.accounts.create!(
account = Current.family.accounts.create!(
name: indexa_capital_account.name,
balance: config[:balance].present? ? config[:balance].to_d : (indexa_capital_account.current_balance || 0),
currency: indexa_capital_account.currency || "EUR",
accountable: accountable_class.new(accountable_attrs)
)
account.auto_share_with_family! if Current.family.share_all_by_default?
account
end
def infer_accountable_type(account_type, subtype = nil)