class SimplefinItemsController < ApplicationController before_action :set_simplefin_item, only: [ :show, :edit, :update, :destroy, :sync, :setup_accounts, :complete_account_setup ] def index @simplefin_items = Current.family.simplefin_items.active.ordered render layout: "settings" end def show end def edit # For SimpleFin, editing means providing a new setup token to replace expired access @simplefin_item.setup_token = nil # Clear any existing setup token end def update setup_token = simplefin_params[:setup_token] return render_error(t(".errors.blank_token"), context: :edit) if setup_token.blank? begin # Create new SimpleFin item data with updated token updated_item = Current.family.create_simplefin_item!( setup_token: setup_token, item_name: @simplefin_item.name ) # Ensure new simplefin_accounts are created & have account_id set updated_item.import_latest_simplefin_data # Transfer accounts from old item to new item ActiveRecord::Base.transaction do @simplefin_item.simplefin_accounts.each do |old_account| if old_account.account.present? # Find matching account in new item by account_id new_account = updated_item.simplefin_accounts.find_by(account_id: old_account.account_id) if new_account # Transfer the account directly to the new SimpleFin account # This will automatically break the old association old_account.account.update!(simplefin_account_id: new_account.id) end end end # Mark old item for deletion @simplefin_item.destroy_later end # Clear any requires_update status on new item updated_item.update!(status: :good) redirect_to accounts_path, notice: t(".success") rescue ArgumentError, URI::InvalidURIError render_error(t(".errors.invalid_token"), setup_token, context: :edit) rescue Provider::Simplefin::SimplefinError => e error_message = case e.error_type when :token_compromised t(".errors.token_compromised") else t(".errors.update_failed", message: e.message) end render_error(error_message, setup_token, context: :edit) rescue => e Rails.logger.error("SimpleFin connection update error: #{e.message}") render_error(t(".errors.unexpected"), setup_token, context: :edit) end end def new @simplefin_item = Current.family.simplefin_items.build end def create setup_token = simplefin_params[:setup_token] return render_error(t(".errors.blank_token")) if setup_token.blank? begin @simplefin_item = Current.family.create_simplefin_item!( setup_token: setup_token, item_name: "SimpleFin Connection" ) redirect_to accounts_path, notice: t(".success") rescue ArgumentError, URI::InvalidURIError render_error(t(".errors.invalid_token"), setup_token) rescue Provider::Simplefin::SimplefinError => e error_message = case e.error_type when :token_compromised t(".errors.token_compromised") else t(".errors.create_failed", message: e.message) end render_error(error_message, setup_token) rescue => e Rails.logger.error("SimpleFin connection error: #{e.message}") render_error(t(".errors.unexpected"), setup_token) end end def destroy @simplefin_item.destroy_later redirect_to accounts_path, notice: t(".success") end def sync unless @simplefin_item.syncing? @simplefin_item.sync_later end respond_to do |format| format.html { redirect_back_or_to accounts_path } format.json { head :ok } end end def setup_accounts @simplefin_accounts = @simplefin_item.simplefin_accounts.includes(:account).where(accounts: { id: nil }) @account_type_options = [ [ "Checking or Savings Account", "Depository" ], [ "Credit Card", "CreditCard" ], [ "Investment Account", "Investment" ], [ "Loan or Mortgage", "Loan" ], [ "Other Asset", "OtherAsset" ] ] # Subtype options for each account type @subtype_options = { "Depository" => { label: "Account Subtype:", options: Depository::SUBTYPES.map { |k, v| [ v[:long], k ] } }, "CreditCard" => { label: "", options: [], message: "Credit cards will be automatically set up as credit card accounts." }, "Investment" => { label: "Investment Type:", options: Investment::SUBTYPES.map { |k, v| [ v[:long], k ] } }, "Loan" => { label: "Loan Type:", options: Loan::SUBTYPES.map { |k, v| [ v[:long], k ] } }, "OtherAsset" => { label: nil, options: [], message: "No additional options needed for Other Assets." } } end def complete_account_setup account_types = params[:account_types] || {} account_subtypes = params[:account_subtypes] || {} # Update sync start date from form if params[:sync_start_date].present? @simplefin_item.update!(sync_start_date: params[:sync_start_date]) end account_types.each do |simplefin_account_id, selected_type| simplefin_account = @simplefin_item.simplefin_accounts.find(simplefin_account_id) selected_subtype = account_subtypes[simplefin_account_id] # Default subtype for CreditCard since it only has one option selected_subtype = "credit_card" if selected_type == "CreditCard" && selected_subtype.blank? # Create account with user-selected type and subtype account = Account.create_from_simplefin_account( simplefin_account, selected_type, selected_subtype ) simplefin_account.update!(account: account) end # Clear pending status and mark as complete @simplefin_item.update!(pending_account_setup: false) # Trigger a sync to process the imported SimpleFin data (transactions and holdings) @simplefin_item.sync_later redirect_to accounts_path, notice: t(".success") end private def set_simplefin_item @simplefin_item = Current.family.simplefin_items.find(params[:id]) end def simplefin_params params.require(:simplefin_item).permit(:setup_token, :sync_start_date) end def render_error(message, setup_token = nil, context: :new) if context == :edit # Keep the persisted record and assign the token for re-render @simplefin_item.setup_token = setup_token if @simplefin_item else @simplefin_item = Current.family.simplefin_items.build(setup_token: setup_token) end @error_message = message render context, status: :unprocessable_entity end end