class ProviderMerchant < Merchant enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats" } validates :name, uniqueness: { scope: [ :source ] } validates :source, presence: true # Convert this ProviderMerchant to a FamilyMerchant for a specific family. # Only affects transactions belonging to that family. # Returns the newly created FamilyMerchant. def convert_to_family_merchant_for(family, attributes = {}) transaction do family_merchant = family.merchants.create!( name: attributes[:name].presence || name, color: attributes[:color].presence || FamilyMerchant::COLORS.sample, logo_url: logo_url, website_url: website_url ) # Update only this family's transactions to point to new merchant family.transactions.where(merchant_id: id).update_all(merchant_id: family_merchant.id) family_merchant end end # Unlink from family's transactions (set merchant_id to null). # Does NOT delete the ProviderMerchant since it may be used by other families. # Tracks the unlink in FamilyMerchantAssociation so it shows as "recently unlinked". def unlink_from_family(family) family.transactions.where(merchant_id: id).update_all(merchant_id: nil) # Track that this merchant was unlinked from this family association = FamilyMerchantAssociation.find_or_initialize_by(family: family, merchant: self) association.update!(unlinked_at: Time.current) end end