class Provider::IndexaCapitalAdapter < Provider::Base include Provider::Syncable include Provider::InstitutionMetadata # Register this adapter with the factory Provider::Factory.register("IndexaCapitalAccount", self) # Indexa Capital supports index fund and pension plan investments def self.supported_account_types %w[Investment] end # Returns connection configurations for this provider def self.connection_configs(family:) return [] unless family.can_connect_indexa_capital? [ { key: "indexa_capital", name: "Indexa Capital", description: "Connect to your Indexa Capital account", can_connect: true, new_account_path: ->(accountable_type, return_to) { Rails.application.routes.url_helpers.select_accounts_indexa_capital_items_path( accountable_type: accountable_type, return_to: return_to ) }, existing_account_path: ->(account_id) { Rails.application.routes.url_helpers.select_existing_account_indexa_capital_items_path( account_id: account_id ) } } ] end def provider_name "indexa_capital" end # Build a IndexaCapital provider instance with family-specific credentials # @param family [Family] The family to get credentials for (required) # @return [Provider::IndexaCapital, nil] Returns nil if credentials are not configured def self.build_provider(family: nil) return nil unless family.present? indexa_capital_item = family.indexa_capital_items.order(created_at: :desc).first return nil unless indexa_capital_item&.credentials_configured? indexa_capital_item.indexa_capital_provider end def sync_path Rails.application.routes.url_helpers.sync_indexa_capital_item_path(item) end def item provider_account.indexa_capital_item end def can_delete_holdings? false end def institution_domain metadata = provider_account.institution_metadata return nil unless metadata.present? domain = metadata["domain"] url = metadata["url"] # Derive domain from URL if missing if domain.blank? && url.present? begin domain = URI.parse(url).host&.gsub(/^www\./, "") rescue URI::InvalidURIError Rails.logger.warn("Invalid institution URL for IndexaCapital account #{provider_account.id}: #{url}") end end domain end def institution_name metadata = provider_account.institution_metadata return nil unless metadata.present? metadata["name"] || item&.institution_name end def institution_url metadata = provider_account.institution_metadata return nil unless metadata.present? metadata["url"] || item&.institution_url end def institution_color item&.institution_color end end