Files
sure/app/models/account/linkable.rb
Sholom Ber 30d0b25e1d Update core models for SimpleFin integration
- Add SimpleFin account creation methods to Account model
- Implement intelligent account type mapping from names
- Add SimpleFin linkable functionality to Account
- Include SimpleFin items in Family model associations
- Support account creation with user-selected types
2025-08-07 12:39:47 -04:00

21 lines
581 B
Ruby

module Account::Linkable
extend ActiveSupport::Concern
included do
belongs_to :plaid_account, optional: true
belongs_to :simplefin_account, optional: true
end
# A "linked" account gets transaction and balance data from a third party like Plaid or SimpleFin
def linked?
plaid_account_id.present? || simplefin_account_id.present?
end
# An "offline" or "unlinked" account is one where the user tracks values and
# adds transactions manually, without the help of a data provider
def unlinked?
!linked?
end
alias_method :manual?, :unlinked?
end