class SimplefinItemsController < ApplicationController before_action :set_simplefin_item, only: [ :show, :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 new @simplefin_item = Current.family.simplefin_items.build end def create setup_token = simplefin_params[:setup_token] return render_error("Please enter a SimpleFin setup token.") if setup_token.blank? begin @simplefin_item = Current.family.create_simplefin_item!( setup_token: setup_token, item_name: "SimpleFin Connection" ) redirect_to simplefin_items_path, notice: "SimpleFin connection added successfully! Your accounts will appear shortly as they sync in the background." rescue ArgumentError, URI::InvalidURIError render_error("Invalid setup token. Please check that you copied the complete token from SimpleFin Bridge.", setup_token) rescue Provider::Simplefin::SimplefinError => e error_message = case e.error_type when :token_compromised "The setup token may be compromised, expired, or already used. Please create a new one." else "Failed to connect: #{e.message}" end render_error(error_message, setup_token) rescue => e Rails.logger.error("SimpleFin connection error: #{e.message}") render_error("An unexpected error occurred. Please try again or contact support.", setup_token) end end def destroy @simplefin_item.destroy_later redirect_to simplefin_items_path, notice: "SimpleFin connection will be removed" end def sync @simplefin_item.sync_later redirect_to simplefin_item_path(@simplefin_item), notice: "Sync started" 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" ], [ "Skip - don't add", "Skip" ] ] # 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] || {} account_types.each do |simplefin_account_id, selected_type| # Skip accounts that the user chose not to add next if selected_type == "Skip" 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) # Schedule account syncs for the newly created accounts @simplefin_item.schedule_account_syncs redirect_to simplefin_items_path, notice: "SimpleFin accounts have been set up successfully!" 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) end def render_error(message, setup_token = nil) @simplefin_item = Current.family.simplefin_items.build(setup_token: setup_token) @error_message = message render :new, status: :unprocessable_entity end end