mirror of
https://github.com/we-promise/sure.git
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6681537b1e
- Fix accounts showing as 'unknown' by displaying proper account type from Account model - Fix new accounts in existing connections not triggering setup flow with correct query - Fix dark mode colors throughout SimpleFin views using design system tokens - Improve UI logic to show existing accounts alongside new account setup prompt - Remove balance attribute error when creating CreditCard accounts - Simplify CreditCard subtype selection (auto-default to credit_card)
73 lines
2.1 KiB
Ruby
73 lines
2.1 KiB
Ruby
class SimplefinAccount < ApplicationRecord
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belongs_to :simplefin_item
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has_one :account, dependent: :destroy
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validates :name, :account_type, :currency, presence: true
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validate :has_balance
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def upsert_simplefin_snapshot!(account_snapshot)
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# Convert to symbol keys or handle both string and symbol keys
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snapshot = account_snapshot.with_indifferent_access
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# Map SimpleFin field names to our field names
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update!(
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current_balance: parse_balance(snapshot[:balance]),
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available_balance: parse_balance(snapshot[:"available-balance"]),
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currency: parse_currency(snapshot[:currency]),
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account_type: snapshot["type"] || "unknown",
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account_subtype: snapshot["subtype"],
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name: snapshot[:name],
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account_id: snapshot[:id],
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raw_payload: account_snapshot
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)
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end
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def upsert_simplefin_transactions_snapshot!(transactions_snapshot)
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assign_attributes(
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raw_transactions_payload: transactions_snapshot
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)
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save!
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end
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private
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def parse_balance(balance_value)
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return nil if balance_value.nil?
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case balance_value
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when String
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BigDecimal(balance_value)
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when Numeric
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BigDecimal(balance_value.to_s)
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else
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nil
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end
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rescue ArgumentError
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nil
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end
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def parse_currency(currency_value)
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return "USD" if currency_value.nil?
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# SimpleFin currency can be a 3-letter code or a URL for custom currencies
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if currency_value.start_with?("http")
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# For custom currency URLs, we'll just use the last part as currency code
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# This is a simplification - in production you might want to fetch the currency info
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begin
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URI.parse(currency_value).path.split("/").last.upcase
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rescue URI::InvalidURIError => e
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Rails.logger.warn("Invalid currency URI for SimpleFin account: #{currency_value}, error: #{e.message}")
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"USD"
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end
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else
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currency_value.upcase
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end
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end
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def has_balance
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return if current_balance.present? || available_balance.present?
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errors.add(:base, "SimpleFin account must have either current or available balance")
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end
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end
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